Monday, September 28, 2026

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)

Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…

ORCL $439B

SA Tech Stock Pros Sep 28 4 clicks

The Monday Morning Briefing: Micron and Nike Earnings on Deck

Micron and Nike earnings headline a weekly briefing featuring Exor’s NAV discount, Meta’s Muse agent and Bellway’s UK housing valuation.

Campbell's: Profit Continues To Fall, But The Stock Is Becoming Interesting

Campbell’s $500 million savings program and Rao’s growth could lift EBIT despite weak FY2027 guidance, while volume declines and inflation…

CPB $5.6B

SA Investor Overview Sep 28 1 click

An open letter to Senator Elizabeth Warren

NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…

One Hour Analysis: What would it take to break $BPRE's NAV?

BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

Sezzle: The Market Is Underestimating This High-Growth Fintech

Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…

SEZL $3.8B

SA Blake Winiecki Sep 27 1 click

COUR · long

Coursera INC

Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…

RH - the Universe Intervenes?

RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

[P] UNH: Itemized Governance Signals

UnitedHealth Group's governance disclosures are assessed for investment signals.

[P] NSP: Inspirational or Attainable Goals?

Insperity's special equity awards raise questions about the goals and incentives behind the grants.

[P] TENB: Tenable Reasons to Sell

Tenable Holdings faces a potential sale, with attention on M&A signals around the cybersecurity software company.

Pebblebrook Hotel Trust ($PEB) One Hour Analysis: Trophy Assets at Fire-Sale Prices – A Compelling Value Opportunity Hidden in Plain Sight for Preferred Stock Investors.

Pebblebrook Hotel Trust preferreds yield 8.2% to 8.4%, supported by a hotel portfolio trading at a claimed 40% to 55% NAV discount and…

Earnings: Hyperscalers, AMD, ALAB, ANET

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

Global Spirits Part III: Distilling Value - to Age or Not to Age?

Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…