Wednesday, October 21, 2026

Onto Innovation: Fall Buyers Rewarded With 2027 Growth

Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…

ONTO $11B

SA Off His Game 39h ago 2 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

SA IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

NioCorp: The Market Is Paying About 50 Cents Above Cash For Elk Creek

NioCorp values Elk Creek at $72 million against a $3.44 billion after-tax NPV, with $1.849 billion of financing and execution risk still…

NB $455M

SA GT Research Oct 20

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

HRVFF · long

Harvia Oyj

Firefly Aerospace q2’26 Earnings Update

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…

Thursday Tailwinds #8: Sep 24, 2026

ResMed benefits as Eli Lilly-funded sleep-apnoea diagnoses expand PAP demand, while NOV’s geothermal cutters and Po Valley’s unhedged…

Navios Maritime Partners: Significant Upside Still Ahead

Navios Maritime Partners targets $150-plus per unit by late 2027 as dry-bulk cargo demand, fleet scarcity and $200 million of buybacks…

NMM $2.5B

SA J Mintzmyer Sep 24 1 click

Fast Growth, Weak Controls: The Trouble Beneath Kestra Medical ($KMTS)

Kestra Medical’s growth was flattered by reserve benefits, while weak WCD compliance and Element’s Jewel patch threaten ASSURE’s advantage.

Realty Income: YTD Lows Make The Monthly Dividend Attractive Again

Realty Income trades at 12.7 times forward AFFO with a 5.8% yield, supported by high occupancy, a 73% payout ratio and raised 2026 guidance.

O $53B

SA Sharon McArd Sep 23 2 clicks

A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t

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…

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

New Era Energy & Digital: 207 MW Deal Could Unlock 1.4 GW AI Giant

New Era Energy & Digital secured a 20-year Vistra power deal for 200 to 207 MW, reducing Phase 1 risk for its planned 1.4 GW West Texas AI…

NUAI $311M

SA Ryan Canady Sep 23

$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital

Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…