Pfizer: Growth Portfolio And Cost Cuts Support A Buy Through The LOE Trough
Pfizer’s new products and $9.7 billion cost-cut plan target earnings support through COVID normalization and patent expiries, alongside a…
Value Capital Research 1 clickPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Value Capital Research 1 click
Analog Devices: Double-Digit Growth To Continue Into 2027
Analog Devices expects data center revenue to reach 26.7% of sales by 2029, lifting its five-year revenue growth forecast to 15% and net…
Khaveen Investments 3 clicks
Applied Optoelectronics: The Biggest Growth Phase Starts Now
Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…
Infinity Curve 3 clicks
QuantumScape: Sell The Stock That Has No Revenue And No Factory Until 2029
QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…
Bears of Wall Street 
Riley Exploration Permian: 30% Oil Growth At Half The Sector's Multiple
Riley Exploration Permian raised oil production guidance after a Q2 beat, targeting 30% growth while trading at 6.52 times forward earnings.
The Supercycle Investor 1 click
Syntec Optics: Q2 Indicates Inflection Point--Market Already Pricing It In
Syntec Optics posted $8.3 million Q2 revenue, returned to net income, and raised cash to $14 million after an offering, as communications…
Robert F. Abbott 
Nvidia: The Valuation Has Gotten Too Cheap, I'm Upgrading To A Buy
Nvidia trades at a 0.36x PEG and about half its 10-year average P/E while retaining more than 75% of the AI accelerator market.
Perseus Perspectives 4 clicks
RTX Corporation: Improving Margins Could Unlock More Value From Its Backlog
RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…
Vishal Jadaun 4 clicks
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…
Tech Stock Pros 4 clicks
Shake Shack: The Perfect Storm For A 2027 Breakout
Shake Shack combines 23% restaurant-level margins, 703 locations and positive free cash flow; the bullish thesis targets $4 billion…
Security Analysis 2 clicks
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…
Investor Overview 1 click
Greenland Energy Company: A Speculative Play On The Monetization Of Greenland
Greenland Energy Company holds 2.1 million acres in the Jameson Land Basin, but drilling permits, political risk and warrant dilution cloud…
Ron Ferrie 1 click
Neighborhood Intelligence Is Starting To Look Like A Mess
Neighborhood Intelligence, NXH, faces a cash shortfall after failed and restructured acquisitions, as losses and limited financing options…
Vince Martin 1 click
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…
Blake Winiecki 1 click
The Brookfield Moat Masterclass
Brookfield’s BN, BAM, BIP, BEP and BBUC span asset management, infrastructure, renewables and private equity, with BN valued at a 15–20%…
Brad Thomas 1 click
Warrior Met Coal: A Volume Story Still Priced Like A Coal Price Bet
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…
Capital Connoisseur 1 click
Encore Capital Group: Favorable U.S. Credit Conditions Support Growth
Encore Capital Group’s shift to higher-yielding U.S. debt portfolios lifted cash efficiency margin to 60.2% and ROIC to 13.7%, despite…
Growth Stock Hunter 1 click
Mastercard: Building The Future Of Payments Before It Arrives
Mastercard’s VASS segment reached roughly 40% of net revenue and grew 20%, while AI, digital-wallet and stablecoin partnerships expand its…
IWA Research 1 click
Annexon: Preserving Patient Function Is The Real Investment Opportunity
Annexon targets functional recovery in geographic atrophy and Guillain-Barré syndrome, with ARCHER II vision-endpoint data due in Q4 2026…
Equity Eagle 3 clicks
Legacy Education: The Next Growth Phase Is Already Underway (Rating Upgrade)
Legacy Education's Q4 revenue growth slowed to 12% as student starts fell, while Texas expansion and margin gains underpin its next growth…
Fernanda Galvez Jalil 3 clicks
Neutron Holdings: A Profitable Leader Worth Buying, Just Not All At Once
Lime guided Q3 revenue of $340–$360 million and adjusted EBITDA of $120–$130 million, targeting positive full-year free cash flow despite…
The Market Auditor 
Intuit: Bargain Price, But With Some Risks
Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…
Daniel Schönberger 3 clicks
Ardmore Shipping: The Yield Is Real, But The Easy Money Is Gone
Ardmore Shipping's Q2 yield reached 18% on exceptional tanker rates, but normalized earnings support a yield closer to 9% as orderbook…
SiliconBytes Insights 2 clicks
Kratos Defense & Security Solutions: Buy Even At A Double Premium
Kratos raised 2026 guidance to $1.75–$1.81 billion revenue and $173–$176 million adjusted EBITDA after an equity raise, with drones,…
Dhierin Bechai 