Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…
SA Infinity Curve Sep 29 2 clicks Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
S Value Don't Lie Sep 28 3 clicks
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
S Mispriced Assets Sep 27 1 click
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…
SA Blake Winiecki Sep 27 1 click TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
S TSOH Investment Research Sep 25 5 clicks
Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…
BL Cestrian Capital Research Sep 25 7 clicks
AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…
S Monte Independent Investment Research Sep 25 8 clicks
Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for…
S Monte Independent Investment Research Sep 24 16 clicks
Birkenstock targets 13–15% annual revenue growth through FY2028, driven by APAC expansion and closed-toe footwear, while trading at 13.44…
SA Roman Vitasek Sep 24 4 clicks ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…
S Calvin Blissett Sep 23 15 clicks
SFM · long Sprouts Farmers Market benefits from GLP-1 adoption, scrutiny of ultra-processed foods and dietary restrictions driving demand for natural…
BL Value Investors Club Jun 30 1 click
Warrior Met Coal’s Blue Creek ramp lifted Q2 sales to 3.7 million tons and cut unit costs to $92.53 per ton, shifting earnings growth…
SA Capital Connoisseur Sep 27 1 click Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
S Monte Independent Investment Research Sep 23 4 clicks
ZIM faces Israeli review of Hapag-Lloyd’s $35-per-share bid, with $2.46 billion cash and elevated transpacific rates supporting potential…
SA Melissa Tucker Sep 23 Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…
YT Yet Another Value Podcast Sep 22 21 clicks
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
BL Cestrian Capital Research Sep 22 6 clicks
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
S Monte Independent Investment Research Sep 22 9 clicks
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
S Aurelion Research Sep 22 9 clicks
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
BL Hunterbrook Sep 22 12 clicks
Undercovered Dozen spotlights 12 lesser-covered stocks, including Rithm Capital, Sterling Infrastructure and Corning.
SA The Undercovered Dozen Sep 22