Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing unlevered pretax free cash flow.
$ACMR seems to be the simplest way to play the inevitable CXMT/YMTC ramp https://t.co/NlvTBGCZSr
@BetterIRR Q: Where does $CODI trade if they execute a major asset sale before year-end? https://t.co/JhnAKOI3hl
$BTC breaks out -- moving up about 9000 in a few days. Selling here and will likely repurchase on a pullback. https://t.co/89TnvZWmE2
$BUG $CIBR https://t.co/mp7jCJtmB4
$PDEX looks like a stable medtech biz with robotics upside thrown in almost for free - Largest customer extended through 2028 - Exclusive hardware partner for Zimmer Biomet’s mBôs platform - Recurring procedure-linked sales - CVRs could add ~$6.80/shr Pitch by @CaptnKirk13 https://t.co/SItNIqKB1K
@marketplunger1 A majority of them are in Japan or Korea $OUST - LiDAR leader. $NOVT - Drives, motion, medical. M&A strategy in robotics end market. It’s really expensive though.
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Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Anthony Cataldo 1 click
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 10 clicks
Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
Cerebras, a wafer-scale AI chipmaker, is forecast to nearly 10x sales by 2028 as capacity expands, while its shares have fallen on capacity…
Stone Fox Capital 8 clicks
Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
SKIN · long SkinHealth Systems owns a dominant professional skincare consumables franchise but trades at roughly $115 million market cap and $255…
Oruka Therapeutics’ ORKA-001 posted PASI 90 and PASI 100 psoriasis responses at week 28; $1.1 billion of cash funds development through a…
Equity Eagle 3 clicks
DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
Tim Travis 10 clicks
Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.
LA Capital 8 clicks
Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…
Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…
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