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Meta Platforms, Inc. (META) has gained 15.2% year-to-date, outperforming the Zacks Internet – Software industry at 10.4%. The company’s services reach over 3.54 billion users daily, driven by user growth, particularly in Asia Pacific. However, while they plan significant investments in AI development, monetization may take time.
SAP SE (SAP) reported a 1% year-to-date increase, lagging behind the Zacks Computer – Software industry’s 11.2% gain. SAP’s cloud revenue expectations range from €21.6-€21.9 billion, with anticipated non-IFRS operating profit between €10.3-€10.6 billion for 2025. Challenges include stiff competition and trade tensions impacting its license business.
Booking Holdings Inc. (BKNG) has risen 5.4% year-to-date versus the industry’s 9.6%. The company focuses on direct bookings and expanding into alternative accommodations, yet faces challenges from soft U.S. travel trends and high marketing costs. Additionally, Willis Lease Finance Corp. (WLFC) has seen a 35.4% decline, attributed to high operational costs and market concentration risks, despite strategic expansion into aircraft leasing.
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