News

Target remains overvalued at 13.39x forward earnings despite a 25% discount to its 5-year average. Check out why I reiterate ...
Given Hub24 remains relatively subscale to incumbent platforms and the tight regulatory scrutiny, we don’t expect the firm to win a price war, nor can it charge a premium for its products. Fee ...
CAVA Group is a best-in-class fast-casual restaurant operator. Click here to read why we upgrade CAVA stock to a Buy.
In the regular legislative session, the Texas legislature passed joint resolutions with a two-thirds majority proposing the ...
We believe Deep Space will further enhance our value proposition as it will be able to accelerate customers’ go-to-market strategies with new battery innovations.
SES AI Launches Agentic Capability in Latest Molecular Universe Release to Increase Value Proposition for R&D as a Service ...
July can feel like the quiet before the storm. The kickoff of the 2025 NFL season is now less than 100 days away, but despite how close we are to Week 1, the first few weeks of July may be the slowest ...
Fair Value and Profit Drivers We are reducing our fair value estimate to $84 per share from $92 as Centene faces near-term headwinds primarily in its individual plan and Medicaid populations.