Tactile Systems Tech Stock (NASDAQ: TCMD)

Tactile Systems Tech (NASDAQ:TCMD) Stock

Tactile Systems Tech

Tactile Systems Technology Inc is a medical technology company. The company is engaged in developing and providing medical devices for the treatment of chronic diseases. The firm's proprietary platform flexitouch system provides a home-based solution for lymphedema patients. The entire system is another home solution for patients with chronic swelling and actitouch system for chronic venous insufficiency patients that may be worn throughout the day.

Tactile Systems Technology, Inc. - Common Stock

Tactile Systems Technology Inc

Rosenblatt analyst Barton Crockett maintains Magnite (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MGNI#NASDAQ">MGNI</a>) with a Buy and maintains $18 price target.

News

Price Target

Analyst Ratings

MGNI

Rosenblatt Maintains Buy on Magnite, Maintains $18 Price Target

Nuvalent (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NUVL#NASDAQ">NUVL</a>) reported quarterly losses of $(1.18) per share which missed the analyst consensus estimate of $(1.09) by 8.26 percent. This is a 71.01 percent decrease over losses of $(0.69) per share from the same period last year.

Earnings

Earnings Misses

NUVL

Nuvalent Q1 EPS $(1.18) Misses $(1.09) Estimate

WIIM

Texas Pacific Land shares are trading lower. The company reported Q1 financial results.

Rosenblatt analyst Mike Genovese maintains Coherent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) with a Buy and raises the price target from $80 to $95.

COHR

Rosenblatt Maintains Buy on Coherent, Raises Price Target to $95

Xilio Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XLO#NASDAQ">XLO</a>) reported quarterly losses of $(0.18) per share which missed the analyst consensus estimate of $0.10 by 280 percent. This is a 69.49 percent increase over losses of $(0.59) per share from the same period last year. The company reported quarterly sales of $2.93 million which missed the analyst consensus estimate of $4.40 million by 33.41 percent.

Xilio Therapeutics Q1 EPS $(0.18) Misses $0.10 Estimate, Sales $2.93M Miss $4.40M Estimate

KVUE

Kenvue shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY25 net sales guidance above estimates.

Earnings Beats

SPHR

Sphere Entertainment Q1 EPS $(2.27) Misses $(1.69) Estimate, Sales $280.57M Beat $279.04M Estimate

Rosenblatt analyst Kevin Cassidy maintains ARM Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) with a Buy and lowers the price target from $203 to $180.

Rosenblatt Maintains Buy on ARM Holdings, Lowers Price Target to $180

Ingles Markets (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IMKTA#NASDAQ">IMKTA</a>) reported quarterly earnings of $0.80 per share. This is a 52.38 percent decrease over earnings of $1.68 per share from the same period last year. The company reported $1.33 billion in sales this quarter. This is a 2.67 percent decrease over sales of $1.37 billion the same period last year.

IMKTA

Ingles Markets Q2 EPS $0.80 Down From $1.68 YoY, Sales $1.33B Down From $1.37B YoY

Guidance

CARS

Cars.com Says Co's 2025 Growth Initiatives Remain Intact; Reaffirms FY25 Adj. EBITDA Margin Guidance Of 29%-31%

The North Atlantic Treaty Organization (NATO) has<a href="https://open.substack.com/pub/europeancapitalinsights/p/nato-taps-palantir-disruptive-start?r=3nmatg&amp;utm_campaign=post&amp;utm_medium=web&amp;showWelcomeOnShare=false"> started integrating Artificial Intelligence </a>(AI) systems into its strategic command structure as the alliance prepares for the future of war. It is doing this with disruptive tech companies.
AI systems will help the 32-member alliance maintain its technological dominance over its adversaries, NATO said in response to emailed questions. NATO is "actively" seeking "partnerships" with the private sector to develop <a target="_blank" rel="noreferrer noopener" href="https://www.act.nato.int/activities/digital-transformation/">emerging and disruptive technologies</a>, NATO experts told European Capital Insights (ECI).
The US is leading the trend among Western countries to integrate private sector AI technology into government defense systems. Anduril Industries, an AI-defense company, Palantir Technologies (PLTR), and Archer Aviation Inc. (ACHR) have all signed contracts with the US military.
"The obvious solution to war is to have the West have the strongest, most precise, deadly weapons possible," Alex Karp, Palantir's CEO, said during the <a target="_blank" rel="noreferrer noopener" href="https://www.youtube.com/live/uQCazCId_9o?feature=shared">Hill &amp; Valley Forum</a>.
The software industry should "redirect its effort and attention to constructing the technology and artificial intelligence capabilities that will address the most pressing challenges that we collectively face," he added.
<h2 class="wp-block-heading">Palantir Signs Deal With NATO For Data-Fusion Platform</h2>
As part of NATO&#8217;s AI push, the alliance signed an agreement with Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) on April 14 for its <a target="_blank" rel="noreferrer noopener" href="https://defensescoop.com/2025/04/14/nato-palantir-maven-smart-system-contract/">Maven Smart System (MSS) data-fusion platform</a>. NATO will integrate the system into its allied command structure.
Palantir&#8217;s MSS blends large language models, generative AI, and machine learning into mission-critical operations. The system helps intelligence fusion and targeting, battlespace awareness and planning, and accelerated decision-making.
MSS will function similarly to the US Department of Defense's Combined Joint All-Domain Command and Control. The Pentagon awarded Palantir in May last year a <a href="https://defensescoop.com/2024/05/31/pentagon-onboard-new-vendors-cjadc2-tech-palantir-open-digar/" target="_blank" rel="noreferrer noopener">$480 million</a> contract to merge its intelligence systems with its allies onto a single platform.
Palantir will provide "customized state-of-the-art AI capabilities," Ludwig Decamp, the General Manager of the NATO Communications and Information Agency, <a target="_blank" rel="noreferrer noopener" href="https://shape.nato.int/news-releases/nato-acquires-aienabled-warfighting-system-">said</a>. This will empower "our forces with the tools required on the modern battlefield to operate effectively and decisively," he added.
Palantir stock jumped around 8% following that announcement on April 14, rallying for more than 40%. It pulled back 12.3% on May 6 as analysts argued for overvaluation of the stock, which traded at 189 times its earnings expectations for the next 12 months.
<figure class="wp-block-image"><a href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbfe48ee4-7f3c-4e3d-82cb-b8a71f2f1f23_1600x712.png" target="_blank" rel="noreferrer noopener"><img decoding="async" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbfe48ee4-7f3c-4e3d-82cb-b8a71f2f1f23_1600x712.png" alt="" /></a><figcaption class="wp-element-caption">Palantir, year-to-date, source: TradingView</figcaption></figure>
<h2 class="wp-block-heading">NATO Allocates €1 Billion for Start-ups With Disruptive Tech</h2>
The <a target="_blank" rel="noreferrer noopener" href="https://www.nif.fund/">NATO Innovation Fund</a> (NIF) has allocated €1 billion for venture capital investments in start-ups developing dual-use emerging and disruptive technologies. In June, the NIF invested in four companies– ARX Robotics, Fractile AI, iCOMAT, and Space Forge– to develop novel materials and manufacturing, AI, and robotics.
The <a href="https://x.com/eurocapinsights/status/1920422677258371252">alliance wants to mak</a>e it easier for "non-traditional defense companies and innovators" to partner in this endeavor, particularly small—to medium-sized businesses. NATO has established "more flexible and agile procurement processes" and by allowing for new avenues for testing and evaluation.
The alliance's Rapid Adoption Action Plan aims to identify what is needed to better expedite the adoption of new technologies and their integration, according to NATO experts.
The Pentagon is building out its capabilities. It <a href="https://defensescoop.com/2024/03/11/pentagon-ai-budget-request-2025/" target="_blank" rel="noreferrer noopener">requested $1.8 billion</a> for AI and machine learning initiatives in its fiscal year 2025 budget. The budget includes $3.2 billion for research in AI and advanced command and control systems.
<h2 class="wp-block-heading">Ukraine War Lays Groundwork For AI Military Integration</h2>
NATO and the Pentagon have watched Ukraine emerge as one of the first military conflicts in which AI adoption has played a crucial strategic role. Ukraine became "The First AI War," according to Time Magazine, since Russia invaded in 2022.
Karp <a target="_blank" rel="noreferrer noopener" href="https://www.reuters.com/technology/ukraine-war-shows-urgency-military-ai-palantir-ceo-says-2023-02-15/">said</a> in February 2023 that the use of AI in war moved from a &#8220;highly erudite ethics discussion&#8221; to a top concern in Ukraine.
Palantir has enhanced Ukraine's reconnaissance, target identification, and battlefield decision-making capabilities with its Artificial Intelligence Platform. The system has enabled the Ukrainian Armed Forces to process vast intelligence datasets in real-time.
"While the war in Ukraine has not yet become an AI war, it is <a target="_blank" rel="noreferrer noopener" href="https://www.techpolicy.press/military-ai-lessons-from-ukraine/">laying the groundwork</a> for the future military applications of AI," Gulsanna Mamediieva, an Adjunct Professor at Georgetown University, wrote on March 20.
"To accelerate AI adoption, Ukraine implemented <a href="https://dslua.org/publications/running-up-that-hill-artificial-intelligence-in-ukrainian-public-sector/" target="_blank" rel="noreferrer noopener">policy frameworks</a> that streamline procurement, fast-track AI product approvals, and promote public-private partnerships," she added.
<h2 class="wp-block-heading">NATO Faces Emerging Security, Logistical Threats</h2>
NATO has sped up AI adoption and is building an "AI-ready workforce" to develop "necessary expertise," NATO experts said. This includes improving data management and sharing among NATO members, according to NATO experts.
Under its <a target="_blank" rel="noreferrer noopener" href="https://www.act.nato.int/activities/digital-transformation/">2030 goals</a>, NATO has identified nine priority technologies to maintain its competitiveness. They include AI, autonomy, quantum computing, hypersonic systems, space, novel materials and manufacturing, energy and propulsion, and next-generation communications networks.
Technologies "are changing the world, and the way NATO operates," the alliance said in its Digital Transformation <a target="_blank" rel="noreferrer noopener" href="https://www.act.nato.int/activities/digital-transformation/">document</a>. "These and other emerging and disruptive technologies (EDTs) present both risks and opportunities for NATO and Allies."
Russian President Vladimir Putin highlighted the importance of this new technological race. He told a group of students in a 2017 address that "the one who becomes the leader in this sphere will be the ruler of the world."
<h2 class="wp-block-heading">Planned Russian Red Sea Base Seen As Threat To NATO</h2>
AI-powered command and control structures will help NATO and its allies respond more quickly to security and logistical threats from Russia and terrorist groups. A Russian base in the Red Sea is one emerging threat on NATO's radar.
In late April, Russia announced an agreement to build a naval base in Sudan. If built, Russia&#8217;s naval assets would be in a position to disrupt the critical shipping route from Asia to Europe through Egypt's Suez Canal.
Moscow could deploy "all sorts of war-fighting capabilities," Rebekah Koffler, a US military intelligence analyst, told Fox News Digital. The facility will serve as a "logistics hub for weapons transfers, storage of military hardware, ammunition," she added.
Russia could potentially disrupt NATO allies' supply chains in a conflict. The Yemen-based, Iranian-backed Houthi militants have adopted this approach in the Red Sea since late 2023. Houthi attacks led to a 72% decline in traffic through the Suez Canal over one year, ending November 2024.
<h2 class="wp-block-heading">NATO Relies On Critical Raw Material For AI Push</h2>
Shipments from Southeast Asia, where nations like Taiwan supply most semiconductors vital to these AI systems, suffered from the attack. Transit times from Asia to the Atlantic coast of the US increased by 47%, while transports to Europe took 33% longer.
The alliance is "actively searching for ways to mitigate potential disruptions" to its integration of these advanced platforms, the NATO experts said. It has increased the "resilience of critical infrastructure" and "the responsiveness, strength, resilience and security of supply chains."
<figure class="wp-block-image"><a href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8b190aa5-64eb-4cb0-bc18-9bf4de95be60_1200x960.png" target="_blank" rel="noreferrer noopener"><img decoding="async" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8b190aa5-64eb-4cb0-bc18-9bf4de95be60_1200x960.png" alt="" /></a><figcaption class="wp-element-caption">Source: Project 44</figcaption></figure>
More broadly, NATO is tapping AI for combat readiness.
"<a target="_blank" rel="noreferrer noopener" href="https://x.com/NATO_ACT/status/1913193289924174167">Imagine a future</a> where #AI empowers @NATO forces with unprecedented speed, precision &amp; insight," <a target="_blank" rel="noreferrer noopener" href="https://x.com/search?q=%23NATO&amp;src=hashtag_click">NATO</a> Allied Command Transformation posted on its X account. "From digital assistants to boosting intelligence &amp; AI-enabled wargaming, @NATO_ACT is integrating AI across #NATO to ensure faster, smarter &amp; more resilient defense."
For Professor Mamediieva, this is a smart move. "Ignoring AI's growing role in warfare would be a mistake" even though fully autonomous AI systems "have yet to materialize on the battlefield," she said.
Disclaimer:
Any opinions expressed in this article are not to be considered investment advice and are solely those of the authors. European Capital Insights is not responsible for any financial decisions made based on the contents of this article. Readers may use this article for information and educational purposes only.&nbsp;
This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content or accuracy.

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Opinion

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PLTR

NATO Taps Palantir, Disruptive Start-Ups To Maintain Battlefield Edge

Alight (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALIT#NYSE">ALIT</a>) affirms FY2025 Adj EPS guidance from $0.58-$0.64 to $0.58-$0.64 vs $0.60 analyst estimate. Affirms FY2025 sales outlook from $2.32 billion-$2.39 billion to $2.32 billion-$2.39 billion vs $2.35 billion estimate.

ALIT

Alight Affirms FY2025 Adj EPS Guidance of $0.58-$0.64 vs $0.60 Est; Affirms FY2025 Sales Guidance of $2.32B-$2.39B vs $2.35B Est

Kelly Services (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KELYB#NASDAQ">KELYB</a>) .

KELYB

Kelly Services expects year-over-year revenue growth of 6.0% to 7.0% in Q2

Acacia Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACTG#NASDAQ">ACTG</a>) reported quarterly earnings of $0.34 per share which beat the analyst consensus estimate of $(0.06) by 666.67 percent. This is a 21.43 percent increase over earnings of $0.28 per share from the same period last year. The company reported quarterly sales of $124.42 million which beat the analyst consensus estimate of $55.00 million by 126.22 percent. This is a 411.60 percent increase over sales of $24.32 million the same period last year.

ACTG

Acacia Research Q1 Adj. EPS $0.34 Beats $(0.06) Estimate, Sales $124.42M Beat $55.00M Estimate

Dyne Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DYN#NASDAQ">DYN</a>) reported quarterly losses of $(1.05) per share which missed the analyst consensus estimate of $(0.88) by 19.32 percent. This is a 29.63 percent decrease over losses of $(0.81) per share from the same period last year.

Dyne Therapeutics Q1 EPS $(1.05) Misses $(0.88) Estimate

CVNA

Carvana shares are trading higher after the company reported better-than-expected Q1 financial results.

As <a href="https://www.benzinga.com/25/05/45241770/india-fires-missiles-into-pakistani-territory-trump-hopes-fighting-between-nuclear-rivals-ends-very-quickly">India and Pakistan escalate military conflicts</a> this week, the U.S. and China find themselves playing a pivotal role in the arms in South Asia. Records show that India is increasingly purchasing military equipment from the U.S. and other Western suppliers, while Pakistan is turning to China for its defense needs.
What Happened: In April, the U.S. approved a $131 million military sale to India for advanced SeaVision surveillance software, targeted to improve maritime domain awareness in the Indo-Pacific. Since 2008, as per the Library of Congress, the U.S. has sold at least $24 billion worth of arms to India, including heavy transport planes, maritime patrol aircraft, Apache and Chinook helicopters, and Hellfire missiles.
India was once almost completely dependent on Russia for weapons: from 2008–2024, 59% of its arms came from Russia, but that dwindled to 36% in the last five years. The U.S. now makes up 10% of India's total imports, and new deals are extending into joint production: General Electric has proposed co-producing its F414 jet engine in India, and other U.S. firms are deliberating the coproduction of Stryker vehicles and Javelin missiles.
In contrast, Pakistan, once a key recipient of U.S. military aid, now acquires most of its arms from China. According to the Stockholm International Peace Research Institute (SIPRI), about 80% of Pakistan's weapons imports now come from China, including fighter jets, naval frigates, and missile systems.
See Also: <a href="https://www.benzinga.com/25/05/45245186/uk-india-finalize-landmark-free-trade-agreement-amid-tariff-chaos-while-trump-waits-in-the-wings">UK, India Seal $34 Billion Free Trade Deal Amid Tariff Turmoil — As Trump Waits In The Wings</a>
Why It Matters: The change in arms sales echoes wider geopolitical shifts and heightens the risk of direct confrontation in South Asia. As India increases its stock of U.S. military platforms and Pakistan relies on Chinese-made weaponry, future conflicts between these nuclear-armed neighbors may find the U.S. and China's defense systems clashing head-on. The latest developments in South Asia come amid the ongoing trade war between China and the U.S.
On Wednesday, President Donald Trump said that he had <a href="https://www.benzinga.com/25/05/45273459/no-trump-shuts-down-tariff-rollback-buzz-ahead-of-china-talks">no intention of easing the 145% tariffs on Chinese goods</a>. This comes just before U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer are scheduled to meet China&#8217;s Vice-Premier He Lifeng from May 9 to 12 in Geneva.
Prior to the meeting, Beijing has warned against any attempt to use dialogue as a tool of <a href="https://www.benzinga.com/25/05/45246445/china-warns-us-not-to-use-coercion-and-extortion-tactics-ahead-of-first-major-trade-talks-in-geneva-says-it-will-never-accept-it-if-americans-use-dialogue-as-smokescreen">&#8220;coercion and extortion",</a> vowing that it will "never accept" terms unilaterally imposed by the U.S.
Read Next: <a href="https://www.benzinga.com/markets/25/05/45279335/economist-brad-setser-sounds-alarm-on-chinas-hidden-trade-surplus-suggests-billions-in-capital-outflows-are-being-masked">Economist Brad Setser Sounds Alarm On China&#8217;s Hidden Trade Surplus, Suggests Billions In Capital Outflows Are Being Masked</a>
Image Via Shutterstock

Politics

Global

General

US And China Accelerate Arms Race With Billions In Military Sales To Nuclear Neighbors, As India Turns To Washington And Pakistan Deepens Ties With Beijing Amid Escalating Border Conflict

DCTH

Delcath Systems Q1 EPS $0.03 Beats $0.01 Estimate, Sales $19.80M Beat $16.83M Estimate

ULL-YEAR AND SECOND QUARTER 2025 OUTLOOK:
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="3">Full-Year 2025 Key Guidance Metrics</td>
</tr>
<tr>
<td>2024/2025 Two-Year Adjusted FCF</td>
<td>$900 million – 1.1 billion</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Corporate Expenses</td>
<td>$40 – 45 million</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Depreciation</td>
<td>$60 – 65 million</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Amortization</td>
<td>$33 – 37 million</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Interest Expense</td>
<td>$165 – 170 million</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="2">Capital Expenditures</td>
<td>$50 – 60 million</td>
</tr>
<tr>
<td>Effective Tax Rate</td>
<td>22.0 – 23.0%</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</figure>
 &nbsp;
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="3">Second Quarter 2025 Key Guidance Metrics</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="3">Reflects expectations relative to second quarter 2024 results</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="2">Total Company GAAP Revenue</td>
<td colspan="2">Down -4% to -7%</td>
</tr>
<tr>
<td colspan="2">Total Non-GAAP Operating Expenses</td>
<td colspan="2">Flat to down -2%</td>
</tr>
</tbody>
</table>
</figure>

TGNA

Tegna Sees Q2 Sales $660.640M-$681.948M vs $678.28M Est

Knight Therapeutics (TSX:<a class="ticker" href="https://www.benzinga.com/stock/GUD#TSX">GUD</a>) reported quarterly earnings of $0.02 per share which beat the analyst consensus estimate of $(0.01) by 300 percent. This is a 150 percent increase over losses of $(0.04) per share from the same period last year. The company reported quarterly sales of $88.08 million which beat the analyst consensus estimate of $86.45 million by 1.89 percent. This is a 1.70 percent increase over sales of $86.60 million the same period last year.

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