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Tidal Trust II YieldMax Target 12 Semiconductor Option Income ETF (ARCA:SOXY), Rapport sur les intérêts à découvert

The Fund is an actively managed exchange-traded fund (ETF) that seeks defined income (i.e., a set annual income target as discussed below) and capital appreciation. The Funds strategy involves: (1) constructing a portfolio of U.S.-listed equity securities of Semiconductor Companies (each, an Underlying Security) (the Equity Strategy); and (2) generating income through an options portfolio (the Options Strategies), which involve using options contracts on Underlying Securities and/or Semiconductor ETFs (described below). Additionally, the Fund will maintain a minor allocation to cash, money market funds or U.S. Treasuries, not exceeding ten percent of its total assets.

Nvidia Corp.

Taiwan Semiconductor Manufacturing Co Ltd

Broadcom (equity)

ASML Holding 

Arm Holdings Plc 0.00000000

Texas Instruments Inc

Qualcomm Inc.

Analog Devices Inc

Applied Materials Inc

Intel Corp.

Asml Holding Nv Adr

YieldMax Target 12 Semiconductor Option Income ETF

Tidal Trust II YieldMax Target 12 Semiconductor Option Income ETF

Barclays analyst Brandon Oglenski maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Overweight and lowers the price target from $285 to $260.

News

Price Target

Analyst Ratings

Barclays Maintains Overweight on Union Pacific, Lowers Price Target to $260

B of A Securities analyst Justin Post maintains Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) with a Buy and raises the price target from $185 to $200.

GOOG

GOOGL

B of A Securities Maintains Buy on Alphabet, Raises Price Target to $200

<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/25064819/New-Oriental-0425-900x600-1.png" alt="" class="wp-image-11559" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/25064819/New-Oriental-0425-900x600-1.png 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/25064819/New-Oriental-0425-900x600-1-300x200.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/25064819/New-Oriental-0425-900x600-1-768x512.png 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
China's leading private provider of education services blamed changing international relations for a slowdown in its business catering to students planning to study abroad
<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul>
<li>New Oriental's revenue from overseas test preparation services grew just 7% in its latest fiscal quarter, down sharply from 21% growth in the previous quarter</li>
<li>The education company expects revenue from its overseas study consulting business to be flat in its new fiscal year that starts in June, a huge slowdown from previous strong gains</li>
</ul>
China's private education companies learned a difficult lesson four years ago when Beijing wiped out most of their business by banning after-school tutoring services for K-12 students. Now, the group could be learning yet another difficult new lesson as mounting U.S.-China tensions, combined with increasing consumer caution, cast a chill over studying abroad.
That was the loudest message coming through in the&nbsp;<a href="https://www.prnewswire.com/news-releases/new-oriental-announces-results-for-the-third-fiscal-quarter-ended-february-28-2025-302435695.html">latest quarterly report</a>&nbsp;from sector leader&nbsp;New Oriental Education &amp; Technology Group Inc.&nbsp;(EDU.US; 9901.HK), which had been rebounding strongly from the earlier crackdown of 2021. Until now, that is.
After seeing its revenue contract for two straight years following the crackdown, New Oriental finally regained its footing in its fiscal year through May 2024. It reported 43% growth that year on its new mix of overseas test preparation and overseas consulting services, along with domestic test preparation services targeting adults and college students. All of those were still allowed after the crackdown that focused mostly on reducing the pressure on K-12 students in core curriculum areas covered by China's national college entrance exam.
While New Oriental looks likely to keep its annual revenue growth streak alive in its current fiscal year, which runs through the end of May, it slipped into revenue contraction in the three months to February, the third quarter of its fiscal year. The company's revenue fell 2% year-on-year during the three-month period to $1.18 billion from $1.21 billion a year ago, according to its latest report released on Wednesday in the U.S.
The company was quick to point out that excluding results from its Hong Kong-listed&nbsp;East Buy&nbsp;(1797.HK) unit, its revenue still grew by 21.2% year-on-year in its latest fiscal quarter to just over $1 billion. East Buy was formerly New Oriental's online education arm, but shifted to e-commerce after the crackdown. It initially found big success by selling products via livestreaming, often using former teachers as hosts. But that business had&nbsp;<a href="https://thebambooworks.com/east-buy-ends-superstar-influencer-addiction-but-at-a-big-price/">its own meltdown</a>&nbsp;last year after a blowup between the company and its star livestreamer, a former English teacher.
While the East Buy brouhaha is relatively old news by now, the sudden shakiness in New Oriental's overseas-related business is quite new. Many Chinese were already growing uneasy about sending their children to study in the U.S., the most popular study-abroad destination, amid growing stories about students being hassled by immigration officials upon arrival.
Things only grew worse after Donald Trump took office in January and proceeded to deport or try to deport some foreign students who had spoken out for Palestinians during the Gaza conflict in Israel. Trump's latest threat to ban Harvard from admitting foreign students unless it agrees to a list of his administration's demands has only made parents in China and other countries even more apprehensive about sending their children to the U.S. to study.
Fallout from the increasingly unwelcoming signals has yet to show up in broader statistics, with a record 1.1 million international students attending U.S. colleges in 2023-2024, according to the Open Doors 2024 Report on International Educational Exchange. But anecdotal stories suggest the number of Chinese applicants to many U.S. schools is dropping dramatically as parents have second thoughts about such a choice. China's slowing economy is only exacerbating the drop-off as many parents feel less confident about their ability to pay for such an expensive education.
<h4 class="wp-block-heading">Shifting international relations</h4>
All that said, we'll return to New Oriental and how its latest results reflect the rapidly falling demand for study abroad. While the company's revenue grew 21.2% in the latest quarter excluding East Buy, that figure represented a slowdown from the 31.3% growth it recorded on the same basis in the previous quarter.
In fact, New Oriental's overall report showed its growth rapidly slowed in all of its major categories, not just overseas-related ones, reflecting a consumer pullback on such discretionary spending. But the slowdown in overseas-related businesses was the most pronounced.
The company said revenue from its overseas test preparation services business rose 7.1% in the latest quarter, slowing from 21% growth in the previous quarter. The latest 21.4% growth for its overseas study consulting services revenue was also down from 31% growth in the previous quarter.
The company expects revenue from its overseas test preparation services to grow between 5% and 10% in its next fiscal year that begins in June, CFO Stephen Yang said on New Oriental's earnings call. But he added that revenue from overseas study consulting is expected to be flat for the year, marking a huge slowdown from the strong double-digit growth it previously reported.
"I think the overseas-related businesses, including the overseas test prep and the consulting business, the slowing down is due to the impact of the macro economy situation and the international relations change situation," Yang said. He added that based on current conditions, the company expects its overseas-related business, which includes both test preparation and study abroad consulting services, to rise between just 5% and 10% in the three months through May, the final quarter of its fiscal year.
One of the company's other major business areas, domestic test preparation targeting adults and college students, posted 17% revenue growth in the latest quarter, which was also a sharp slowdown from the 34.9% growth in the previous quarter. One of the few bright spots in the report was the company's new education initiatives, though even that segment's 34.5% revenue growth for the quarter was down from the 42.6% increase in the previous quarter.
The slowing growth, combined with other margin pressures, left New Oriental with a net profit of $87 million for the latest quarter, flat from a year earlier.
Investors were surprisingly calm about a report that didn't seem to offer much positive news. The company's U.S.-listed shares fell 0.7% on Wednesday after the announcement's release, while its Hong Kong shares rose 1.7% on Thursday. New Oriental's shares are still a shadow of their former self, down by more than two-thirds from where they traded before the 2021 crackdown. Perhaps investors have gotten used to such bad news and are no longer so worried. And at least in the latest case, it's always possible that demand for study abroad services could bounce back if and when U.S.-China relations improve.

Earnings

Equities

Education

Opinion

Markets

Trading Ideas

Growing Distrust In US Education Could Impact This Stock

Barclays analyst Saket Kalia maintains Tyler Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>) with a Overweight and lowers the price target from $700 to $695.

Barclays Maintains Overweight on Tyler Technologies, Lowers Price Target to $695

Barclays analyst Alex Scott maintains The Hartford Insurance Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>) with a Overweight and raises the price target from $140 to $145.

Barclays Maintains Overweight on The Hartford Insurance Gr, Raises Price Target to $145

Nano Dimension Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNDM#NASDAQ">NNDM</a>) ("Nano Dimension" or the "Company"), a leader in Digital Manufacturing solutions, today announced the completion of its acquisition of Markforged Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MKFG#NYSE">MKFG</a>) ("Markforged"), proving the Company a strong foothold in metal and composite manufacturing solutions and a leap forward in AI-enhanced manufacturing. The transaction, valued at $116 million or $5.00 per share, was finalized following necessary regulatory approvals and satisfaction of customary closing conditions.
Mr. Ofir Baharav, Chief Executive Officer of Nano Dimension, commented: "Nano Dimension remains firmly committed to its vision: building a preeminent digital manufacturing leader. Completing the Markforged acquisition is a major milestone in fulfilling that vision. With proven metal and composite solutions that tightly integrate hardware, cloud-based AI-enhanced software, and materials science, Markforged has played a critical role in manufacturing on factory floors worldwide. Its install base of over 15,000 systems across leading industrial customers can serve as a strong platform for expanding Nano Dimension's reach. While Markforged solutions have achieved nearly 50% gross margin, we will continue to take clear, decisive steps to drive profitability and strengthen our capital position in the quarters ahead."

MKFG

NNDM

Nano Dimension Announces Completion Of Its Acquisition of Markforged Holding Corporation; Transaction Valued At $116M Or $5.00 Per Share

Barclays analyst David Anderson maintains TechnipFMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTI#NYSE">FTI</a>) with a Overweight and raises the price target from $43 to $45.

Barclays Maintains Overweight on TechnipFMC, Raises Price Target to $45

BMO Capital analyst Rufus Hone maintains Fiserv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>) with a Outperform and lowers the price target from $254 to $232.

BMO Capital Maintains Outperform on Fiserv, Lowers Price Target to $232

Better Choice Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTTR#NYSE">BTTR</a>) ("Better Choice" or the "Company"), a pet health and wellness company, today announced that it is canceling the previously declared stock dividend of 0.35 per share for every 1 share held of common stock, which was previously announced on April 7, 2025.

Dividends

BTTR

Better Choice Company Announces Cancelation Of Previously Announced Stock Dividend Of $0.35 Per Share

Barclays analyst Adrienne Yih maintains Skechers USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>) with a Overweight and lowers the price target from $77 to $53.

Barclays Maintains Overweight on Skechers USA, Lowers Price Target to $53

BMO Capital analyst Bhavesh Lodaya maintains Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) with a Outperform and lowers the price target from $34 to $30.

BMO Capital Maintains Outperform on Element Solutions, Lowers Price Target to $30

BMO Capital analyst Gerrick Johnson maintains Brunswick (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BC#NYSE">BC</a>) with a Outperform and lowers the price target from $75 to $65.

BMO Capital Maintains Outperform on Brunswick, Lowers Price Target to $65

BMO Capital analyst John McNulty maintains Avery Dennison (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVY#NYSE">AVY</a>) with a Outperform and lowers the price target from $226 to $216.

BMO Capital Maintains Outperform on Avery Dennison, Lowers Price Target to $216

Barclays analyst John Coffey maintains Nu Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>) with a Overweight and raises the price target from $15 to $16.

Barclays Maintains Overweight on Nu Holdings, Raises Price Target to $16

BMO Capital analyst Devin Dodge maintains Waste Connections (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WCN#NYSE">WCN</a>) with a Outperform and raises the price target from $214 to $216.

BMO Capital Maintains Outperform on Waste Connections, Raises Price Target to $216

Barclays analyst Nicholas Campanella maintains NiSource (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>) with a Overweight and raises the price target from $38 to $42.

Barclays Maintains Overweight on NiSource, Raises Price Target to $42

Coeptis Therapeutics Holdings, Inc. (Nasdaq; COEP) ("Coeptis" or the "Company"), a biopharmaceutical and technology company focused on developing innovative cell therapy
WEXFORD, Pa., April 25, 2025 (GLOBE NEWSWIRE) -- Coeptis Therapeutics Holdings, Inc. (Nasdaq; COEP) ("Coeptis" or the "Company"), a biopharmaceutical and technology company focused on developing innovative cell therapy platforms for cancer, autoimmune and infectious diseases, and Z Squared Inc. ("Z Squared"), a Dogecoin mining company, today announced they have entered into a definitive merger agreement for a business combination that will result in Z Squared becoming a wholly-owned subsidiary of Coeptis. Under the terms of the merger agreement, a wholly-owned subsidiary of Coeptis will merge with and into Z Squared and the holders of the outstanding Z Squared shares will receive equity in Coeptis in exchange for 9,000 U.S. based dogecoin mining machines at closing. The Boards of Directors of both Coeptis and Z Squared have approved the proposed merger, which is subject to customary closing conditions, including receipt of all regulatory approvals, continued Nasdaq listing and the approval of the proposed merger by Coeptis' and Z Squared's shareholders. In connection with the merger, Coeptis intends to spin out its biopharmaceutical operations, and continue to operate those operations separate from Coeptis after the merger. The technology operations will remain in the Company after the merger. Assuming all conditions to closing are satisfied, the close of the transaction is anticipated to occur in the third quarter of 2025. It is anticipated that Coeptis will be rebranded and operate as Z Squared, Inc., and is expected to list on the Nasdaq Capital Market.

COEP

Coeptis To Merge With And Into Z Squared; Holders Of Outstanding Z Squared Shares To Receive Equity In Coeptis In Exchange For 9,000 U.S. Based Dogecoin Mining Machines At Closing

BMO Capital analyst Devin Dodge maintains Republic Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>) with a Outperform and raises the price target from $260 to $268.

BMO Capital Maintains Outperform on Republic Services, Raises Price Target to $268

Gentex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GNTX#NASDAQ">GNTX</a>) lowers FY2025 sales outlook from $2.40 billion-$2.45 billion to $2.15 billion-$2.32 billion vs $2.52 billion estimate.

Guidance

GNTX

Gentex Lowers FY2025 Sales Guidance From $2.40B-$2.45B to $2.15B-$2.32B vs $2.52B Est; Sees Gross Margin Of 33%-34% (Prior 33.5%-34.5%)

Barclays analyst Benjamin Budish maintains Nasdaq (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) with a Overweight and lowers the price target from $86 to $84.

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Tidal Trust II YieldMax Target 12 Semiconductor Option Income ETF

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