Tuesday, October 20, 2026

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

SA Anthony Cataldo Oct 19 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.3BIOVA $6.7B

SA The Undercovered Dozen Oct 18 15 clicks

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

Meritage Homes: Cheaper On Book Than Any Year-End In A Decade

MTH $3.8B

SA Tim Travis Oct 17 10 clicks

FRMI · long

Fermi INC

Fermi Inc. is presented as a time-sensitive long special situation.

Net Lease Office Properties (NYSE: NLOP)

NLOP repaid 10% and 14.5% debt, leaving most properties unencumbered as office sales support a roughly $38.20 NAV per share.

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

FrontView REIT (NYSE: FVR)

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

ILMN: Activism! Part Deux

Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…

Townsquare Media ($TSQ) One Hour Analysis: High Yielding Radio Company with Differentiated Digital Strategy Provides Stability and Opportunity for Investors

Townsquare Media generates 55% of revenue from digital advertising and marketing services while refinancing its 2026 debt into a 2030 term…

CNK Buyback, Special Situation Review, and Some Thoughts on Theaters

Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.

An Unnoticed Filing Shows This Company is Preparing for a Sale

Phinia revised executive contracts to raise CEO severance to $5.25 million and guarantee full equity vesting in a sale after its spin-off…