ServiceNow: A Gem Beating The SaaSpocalypse Narrative
ServiceNow expects AI to rise from 9.5% to 30% of revenue by 2030, supporting $30–32 billion in subscription revenue and margins above 80%.
Louis Gerard 3 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Louis Gerard 3 clicks
C.H. Robinson: The $604 Million Verdict Looks Bigger Than The Economic Risk
C.H. Robinson’s $604 million verdict is largely insulated by insurance and fault allocation, with the bigger test coming at its 2027…
High Alpha Professor 1 click
Vistra: The Part Of The Story Investors May Be Overlooking
Vistra’s $161 core-operations valuation excludes upside from data-center deals, Helix, Cogentrix and Meta contracts, while hedging and…
Vishal Jadaun 1 click
Intercontinental Exchange: AI-Driven Selloff Overdone, The Valuation Case Is Stronger (Rating Upgrade)
Intercontinental Exchange's valuation case rests on 5% Q2 revenue growth, a 61% adjusted margin and $100 million of MarketAxess synergies.
Mike Zaccardi, CFA, CMT 2 clicks
Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class
Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…
Euronet Worldwide Is A Buy Again As Innovation In Paytech Drives Upside Potential
Euronet Worldwide's buy case rests on payment-volume growth, paytech investment, positive operating cash flow and an investment-grade…
Albert Anthony 1 click
Nvidia: Still A Hold - It's Now About Margins And Earnings Quality, Not Demand
Nvidia’s valuation now hinges on gross-margin recovery and earnings quality as customer financing and demand underwriting raise FY2029…
The Alpha Analyst 1 click
Fundamentals Turn In Favor Of Farmland Partners
Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.
Dane Bowler 1 click
Disney: Fairly Valued, Market-Like Returns
Disney grew revenue 7% as buybacks and margins support earnings, but premium valuation, debt, rates, competition and legal risk point to…
The J Thesis 1 click
Kodiak AI: The Stock Collapsed Just As The Business Started Working
Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…
High Alpha Professor 2 clicks
Qualcomm: Data Center Revenue To Reach $15 Billion In 3 Years
Qualcomm targets $15 billion of data-center revenue by FY2029 through AI accelerators, custom ASICs, Arm server CPUs and hyperscaler wins.
Khaveen Investments 2 clicks
SoFi Technologies: Growth Is Doing The Heavy Lifting, And I Am Buying The Setup
SoFi targets $4.75–$4.85 billion of 2026 adjusted net revenue as lending, loan-platform fees and cross-selling scale its financial-services…
The Curious Analyst 1 click
Pinterest: Underlying Growth Remains Stronger Than The Market Thinks
Pinterest’s Q2 showed reaccelerating North American growth, while weaker international trends, AI-related engagement risks and elevated…
Richard Durant 3 clicks
Scholar Rock: Manufacturing Noise Obscures A Muscle-Targeted Franchise
Scholar Rock’s apitegromab could become the first muscle-targeted SMA therapy by September 2026, but manufacturing setbacks and a…
Equity Eagle 2 clicks
lululemon: An 18% Crash Is Not A Buy Signal
Lululemon’s Americas revenue fell 8% and comps dropped 12%, while a $134.5 million tariff refund masked weakening underlying margins after…
On the Pulse 2 clicks
Apple: I Don't See Any New Ideas That Could Be Bigger Than The iPhone
Apple's iPhone upgrade cycle has stretched to 3.2 years as iPhone 18 models face memory costs that could consume 34% to 42% of bill of…
Tangerine Tan Capital 1 click
National Vision Holdings: Higher Ticket Prices Can't Mask Falling Foot Traffic
National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…
Number Cruncher 2 clicks
Check Point Software: AI Could Change The Growth Equation
Check Point Software’s AI-centric cybersecurity platform could lift revenue growth to 10%, supporting a $166 intrinsic value estimate…
Hong Chew Eu 1 click
X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms
X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…
Simple Investment Ideas 3 clicks
RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)
RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…
Daniel Jones 2 clicks
Limbach Holdings: The Stock Has Room To Grow Again (Rating Upgrade)
Limbach Holdings, down 63% since June 2025, upgraded on bargain valuation and growth prospects following its acquisition of 1901 Inc.
David Zanoni 2 clicks
PepsiCo At 16 Times Earnings With A 4.3% Yield Is A Steal
PepsiCo trades at 16 times 2026 earnings with a 4.3% yield as international revenue approaches $40 billion and North American volumes…
Steven Fiorillo 1 click
Lockheed Martin: Missile Demand Is Surging, But The Stock Still Prices In Some Execution Risk
Lockheed Martin's $230 billion backlog and PAC-3 and THAAD demand support 2026 free cash flow targets, while F-35 execution and fixed-price…
PV Research 
Lockheed Martin: Record Backlog And Missile Demand Make The Pullback A Strong Buy
Lockheed Martin's $230.4 billion backlog and missile-defense orders underpin higher 2026 cash-flow guidance after Q2 sales rose 11% to…
DCF Value Investor 