ARR Stock Recent News

Market volatility has increased, making it challenging to predict future Treasury rates and impacting the frequency of my article publications. Price-to-book ratios reveal bargains. Preferred shares offer lower risk and high yields; recent trades in DX-C and EFC-B have been profitable.

AMCX, ARR and ASX have been added to the Zacks Rank #5 (Strong Sell) List on March 31, 2025.

A bunch of mortgage REITs were severely overvalued. Now they are less overvalued. But some others are actually bargains. Tons of charts because images are fun. Ellington Financial's higher price-to-book ratio may be due to lower volatility in the total economic return by period. Digital Realty Trust deserves to be mocked. I am reporting for duty!

Agency mortgage REITs are achieving exceptional price-to-book ratios. You want a high dividend yield? Great. But don't pay a huge premium in the share price. It's a great time for investors to capture some gains in this sector.

Nebius Group N.V., a leading AI infrastructure company in Europe, is attractively priced after a nearly 50% stock slump amid booming ARR growth projections. The company is well-positioned for a European boost, with significant investments in data centers across Europe and expansion plans in the U.S. Despite missing Q4 targets, Nebius reported 466% revenue growth and has ambitious ARR goals, aiming for up to $1 billion by December 2025.

Nebius Group N.V. reported Q4 earnings with a 466% YOY revenue increase, driving the stock up over 50% in under a month. The core business could be worth over $11 billion, but that's only half the story. Nebius has interesting side bets which could already be adding billions more to this valuation.

Annual recurring revenues grew 18% year-over-yearSaaS ARR as a percentage of total ARR was approximately 53%Year-to-date cash from operations generated $115.2 million vs. $59.4 million last yearYear-to-date free cash flow generated $108.5 million vs. $54.3 million last year

Record $19.5M ARR and strong order growth cement Corero's leadership in SaaS-driven DDoS protection MARLBOROUGH, Mass. , Jan. 7, 2025 /PRNewswire/ -- Corero Network Security  (AIM: CNS) (OTCQX: DDOSF), the DDoS protection specialists, today announced a strong trading update for the year ended December 31, 2024.

The Fed's rate cuts and economic data suggest a favorable environment for high-yield REIT preferred stocks like Armour Residential REIT 7.0% Series C Preferred. ARR.PR.C offers a 7.5% yield and potential capital appreciation, making it attractive in a declining yield environment. Money market funds' massive balances may shift to riskier options like REIT preferreds if yields drop, boosting demand and prices.

ARR-C preferred shares offer a low-risk investment with a fixed-rate and monthly dividends, making them suitable for buy-and-hold investors. The current price is slightly high, but the strong common equity to preferred liquidation ratio provides additional security. With a stripped yield of 7.72%, ARR-C is a solid option if interest rates decline, though not a buy at current prices.