- After Doubling in Value – Innoviz Raises Funds at a 13% Discount
Innoviz stock, long stuck below $1, surged past $2 on recent positive developments but has since retreated. With annual cash burn of $80 million and similar reserves, the company is leveraging the higher price to raise $40 million. The stock dropped
26% after the announcement.11/02/2025 Interview
Monday Soars 30%: "We'll Keep Growing Through Existing Customers and AI"Monday surges after strong earnings and guidance; Co-CEO Roy Mann and CFO Eliran Glazer discuss future acquisitions: "We're actively evaluating companies and hope to complete one or two acquisitions this year." On whether Monday is a product company or an R&D company: "We're a product company. If you win customers' hearts through the product, they won’t leave you."
10/02/2025Earnings
Monday Crushes Expectations and Delivers Strong Guidance; Stock SoarsMonday beats Q4 expectations with $1.08 EPS vs. $0.79 expected; delivers strong forward guidance—projects 2025 revenue between $1.208B-$1.221B, surpassing Wall Street's $1.21B estimate. Shares surge in pre-market trading
/>10/02/2025- "Check Point Can Close the Gap with Palo Alto—If I Didn't Believe That, I Wouldn't Be Here"
Nadav Zafrir, Check Point's new CEO, speaks after the earnings release: "Thirty years of experience have prepared me well for this role—we can do big things at Check Point." On AI’s impact on cybersecurity: "We know some things have changed, some things won’t, and some changes we can’t yet predict. But Check Point can lead in this space, too."
02/02/2025 - After the DeepSeek Shockwave: ‘An Opportunity in Israeli Chip Stocks’
The semiconductor sector faced turbulence after Chinese startup DeepSeek unveiled its AI model, which seemingly reduces the need for massive AI infrastructure investments. While major chip stocks tumbled—some recovering partially—Oppenheimer sees a buying opportunity, including in Israeli chipmakers
30/01/2025 Earnings Preview
Check Point Rebounded Since Last Earnings Miss—Will It Deliver Today?After a sharp 18% drop following its previous earnings report, Check Point stock has since recovered. What should investors expect from its Q4 results?30/01/2025Interview
"Teva Ramps Up R&D Spending to Fuel Growth—Analysts Get It"Stock Drops 13% as 2025 Guidance Disappoints, but Management Stands by Long-Term Strategy; An interview with Teva's CFO, Eli Kalif
30/01/2025- After Doubling in 2024, What’s Next for Teva’s Earnings?
Wall Street Awaits Q4 and Full-Year Results—Will Teva Maintain Its Momentum?
29/01/2025 - Is Oramed bringing the gospel to diabetes patients? The company is developing oral insulinThe company's stock shot upwards by 38% on Wall Street to 4.5$ and in Tel Aviv; H.C Wainwright & Co. gave a 17 dollar price target – 3.5 times more than the market; head of R&D, Miriam Kadron – "I'm no analyst, but 17 dollars is pretty low if the development is a success".30/11/2020