Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1 competition and ambitious 2030 EBITDA targets.
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.
Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…
MIDD · long Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…
Braemar Hotels & Resorts is internalizing its management.
PUDO’s revenue rose 35% to $5.6 million, but losses quadrupled as administrative costs outpaced growth; $242,000 of cash and ongoing burn…
ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…
Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.
Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…
Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…
Investcorp Credit Management BDC is framed as a troubled corner of private credit.
Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…
EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…
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