Welcome to Gaia! ::

Registering a business is a significant decision with various implications. Here are some pros and cons to consider:

### Pros
1. **Legal Protection**: Registering your business can offer personal liability protection, separating personal assets from business liabilities.
2. **Credibility and Trust**: A registered business often appears more legitimate and trustworthy to customers, clients, and investors.
3. **Access to Funding**: It can be easier to secure loans and attract investors when your business is officially registered.
4. **Tax Benefits**: Certain business structures offer tax advantages, such as deductions for business expenses.
5. **Brand Protection**: Registering your business name can protect it from being used by others.
6. **Continuity**: A registered business can continue to exist beyond the involvement of its founders, providing stability and longevity.

### Cons
1. **Cost and Time**: The process of registering a business involves costs and paperwork, which can be time-consuming.
2. **Ongoing Compliance**: Registered businesses must comply with regulations, including filing annual reports and paying fees.
3. **Public Disclosure**: Business registration often requires disclosing information that becomes public, such as financial statements.
4. **Complex Tax Filing**: Depending on the business structure, tax filings can become more complex and may require professional assistance.
5. **Increased Liability**: Some business structures, like partnerships, can expose owners to greater personal liability if not structured properly.

Weighing these factors will help you make an informed decision based on your specific circumstances. Is there a particular aspect you'd like to delve into further?

We are a boutique equity research and proprietary trading firm specializing in the information technology and infrastructure sectors. Our investment strategy involves an average holding period of six to eighteen months, aiming to outperform market benchmarks with risk-adjusted returns. We achieve this by overweighting sectors we believe will excel and by strategically leveraging the high convexity of derivatives. While capital preservation is paramount, we employ aggressive trading structures at our discretion, including negative risk parity, to maximize capital appreciation. We mitigate beta and volatility risks through strategic hedging strategies. Our approach is dynamic, involving active portfolio rebalancing to capitalize on opportunities in any market environment.

Axon Enterprise (AXON) closed at $677.40 in the latest trading session, marking a -0.46% move from the prior day. This change lagged the S&P 500's daily gain of 0.36%. On the other hand, the Dow registered a loss of 0.28%, and the technology-centric Nasdaq increased by 0.51%.

Heading into today, shares of the maker of stun guns and body cameras had gained 17.87% over the past month, outpacing the Aerospace sector's gain of 3.56% and the S&P 500's gain of 2.11% in that time.

Market participants will be closely following the financial results of Axon Enterprise in its upcoming release. The company is forecasted to report an EPS of $1.51, showcasing a 34.82% upward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $567.56 million, showing a 31.34% escalation compared to the year-ago quarter.

Investors should also pay attention to any latest changes in analyst estimates for Axon Enterprise. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the company's business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Axon Enterprise currently has a Zacks Rank of #3 (Hold).

In the context of valuation, Axon Enterprise is at present trading with a Forward P/E ratio of 104.76. This represents a premium compared to its industry's average Forward P/E of 30.51.

Investors should also note that AXON has a PEG ratio of 3.52 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Aerospace - Defense Equipment industry had an average PEG ratio of 2.45.

The Aerospace - Defense Equipment industry is part of the Aerospace sector. This group has a Zacks Industry Rank of 141, putting it in the bottom 44% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

If ON can’t stay ahead technologically, or if geopolitical tensions start messing up its access to raw materials, its much-anticipated SiC growth could hit some snags. On top of that, the ever-unpredictable swings in EV demand and the possibility of regulatory curveballs where politics globally are changing ultra-fast, in theory, it could slow SiC adoption, making ON’s road to bigger margins bumpier than we'd like to see.

Another near-term risk to consider is pricing pressure in a weak demand environment. ON has resisted lowering prices, emphasizing that price cuts do not create additional demand, but in a market where competitors might start accelerating discounts to gain share, ON could be forced to follow. Its long-term supply agreements (LTSAs) give it some pricing stability, but pricing wars have a way of sneaking up when you least expect them
The Verdict: A Contrarian Buy

ON Semiconductor isn’t a sleep-well-at-night stock. The next 12-18 months will be rocky, with earnings likely to seesaw as automotive and industrial orders stabilize. But for investors with a 3-5 year horizon, I think this is a rare chance to buy a secular growth story at a cyclical trough.

The key metrics to watch are utilization rates (a leading indicator for margins), SiC design win momentum (especially in China and Europe), and inventory days (any spike above 120 would signal trouble). If ON manages through all these, we could be looking at a stock that compounds at 15-20% a year through 2030, thanks largely to its SiC ambitions, growing Treo adoption, and relentless margin expansion. In my view, the market’s current skepticism is a gift. Semiconductors have always been a game of cycles, and ON’s cycle is turning on
Axon Research — Today at 2:34 PM
Unusual Options Activity Detected: Smart Money on the Move

Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. Click here for access. * An analyst from Morgan Stanley has decided to maintain their Underweight rating on ON Semiconductor, which currently sits at a price target of $52. * Maintaining their stance, an analyst from Rosenblatt continues to hold a Neutral rating for ON Semiconductor, targeting a price of $75. * An analyst from Keybanc has decided to maintain their Overweight rating on ON Semiconductor, which currently sits at a price target of $70. * An analyst from Truist Securities downgraded its action to Hold with a price target of $60. * An analyst from Goldman Sachs has decided to maintain their Buy rating on ON Semiconductor, which currently sits at a price target of $77.
IFNNY : revised guidance from decline to flat to slightly up. Due mostly to currency exchange adjustment @Gamma
“We forecast 2h2025 recovery. Rising orders confirm our reading.”
Gamma — Today at 2:36 PM
Yay on is favored also because mpwr
Axon Research — Today at 2:39 PM
“Our end markets have bottomed”
automotive was only down low single digits. Much better than peers were suggesting
Axon Research — Today at 2:53 PM
IFNNY management warned that trade wars are unpredictable. But if one were to happen, it would hurt them significantly. And yet the market still rewarded them with +21% post earnings because valuation was pricing in zero growth and they said 2h 2025 is a return to recovery @Gamma

cavarestaurant

Analysts acknowledge that demand forecasting for the automotive semiconductor world is extremely cloudy, so they can take management's guidance at face value because that's the best they have. We can assume a similar reaction for ONsemi

dramallama dramallama

https://www.gaiaonline.com/dailytreat/home