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…
VISL · long Vislink Technologies trades near cash after turning EBITDA-positive through a defense communications pivot under DoD Trusted Investor…
MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…
Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
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