Roy Scheinman

Noam Meirovitz, a senior investment manager at Migdal Capital Markets: "Markets love certainty, and Trump brings uncertainty." On the decline in bond yields over the past six months: "The entry point today is less appealing, but high-rated corporate bonds aren’t a bad idea." And on the local stock market: "The market here is fully priced—I wouldn’t be dazzled by the recent gains."

NextVision has posted a 65% surge in revenue for Q4 and a 121% jump for all of 2024. With projected 2025 revenue of $160 million, the key question is: How much will the company earn, and what price-to-earnings multiple does that imply?

"Excluding legal expenses, we turned to operating profitability in 2024," say Shimon Eckhouse, Chairman and Founder, and Assaf Korner, CFO of Sofwave. On Asian markets awaiting regulatory approvals: "The Chinese market is expected to be the same size as the U.S. market. Everything is ready—we're just waiting for final approvals, which we hope will come soon."

The satellite communications company is expanding its presence in the defense sector while also benefiting from the recent surge in defense stocks. Additionally, the company recently announced an investment in a defense-related firm and a contract worth approximately $6 million

Four observations on banks, their owners, the public, and the Tel Aviv Stock Exchange

P.C.B's stock surged over 120% in the past year, fueled by defense sector growth, now 62% of its PCB revenue. However, its order backlog fell to $175 million from $186 million last quarter, raising concerns about demand. CEO Oved Shapira attributes the dip to seasonal fluctuations and expects new orders soon.

Solid Earnings for Bank Hapoalim, Targeting 14%-15% Return on Equity; CEO Idan Antebi: "Our Strategic Goals and Focus Areas Serve as a Compass for Leading the Banking Sector in the Future"

"We won’t see bank profitability in 2025 like we did in 2024, mainly because inflation is expected to moderate," says Liran Lublin, Head of Research at IBI Investment House. We spoke with him about the disappointment with Mizrahi Tefahot’s earnings, whether real competition can arise, and why, despite recent stock gains, bank shares still have upside

Wix's stock has more than doubled over the past year and a half, and executives have taken advantage by selling shares worth tens of millions of dollars. Who sold the most? How many shares do they still own? And when should investors pay attention to insider selling?

Ceva’s stock surged following strong earnings, reporting revenue growth above analyst expectations. Market expectations are high, with EPS projected to rise from $0.53 this year to $0.91 in 2026. CEO Amir Panush and CFO Yaniv Arieli explain where growth will come from: “Edge AI is our fastest-growing segment.”