Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
S Triple S Special Situations Investing Sep 2 6 clicks
Fastly's Q2 revenue rose 23%, while Security and Compute reached a $200 million run rate and drove record profitability.
SA Miletus Research Sep 2 Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
S The Oak Bloke Sep 2 7 clicks
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
SA Equity Eagle Sep 2 2 clicks EVC reported a solid second quarter and outlook.
S Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
YT Yet Another Value Podcast Sep 1 9 clicks
IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.
BL Atrium Research - Equity Research Sep 1 1 click
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
BL Cestrian Capital Research. Sep 1
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research Sep 1 5 clicks
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
S Yet Another Value Blog Sep 1 4 clicks
CDNL · short Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…
BL Value Investors Club Jun 5
CDTi has doubled revenue since 2020 to $10 million and is moving catalyst programs for data centers, methane abatement and carbon capture…
S Byron Street Research Aug 24
Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.
S Triple S Special Situations Investing Aug 24 8 clicks
Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…
S TSOH Investment Research Aug 24
Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…
Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…
SA Daniel James Aug 23 3 clicks CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
S Ian’s Insider Corner Aug 22
Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…
SA Joseph L. Shaefer Aug 22 1 click Eton Pharmaceuticals licensed rare-disease medicines, raised revenue guidance twice and climbed more than fourfold from its February 2026…
TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…
SA ONeil Trader Aug 22 1 click