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Boyd gaming: undervalued and ready to take off
Boyd Gaming has shown mixed financial performance, with a 22.83% growth in revenue over the past decade and a 450.04% growth in free cash flow. Howeve...
July 11, 2023, 9:11 pm
Great lakes dredge & dock: an interesting infrastructure play
Shares of dredging services provider Great Lakes Dredge & Dock Corporation have fallen over 40% since YE21 as the federal government bid market inexpl...
July 11, 2023, 5:10 pm
Alto ingredients: poised to grow in stature, but better to wait for a pullback
Alto Ingredients is poised to see a surge in its short-term and medium-term ebitDA profile. The company...
July 11, 2023, 11:51 am
Fmc plunges as revenue forecasts slashed
FMC Corporation has slashed its revenue outlook due to “abrupt and unprecedented” reductions in channel inventory. The global agricultural chemica...
July 11, 2023, 9:26 am
Affirm stock pops after analyst cheers debit+ opportunity
Affirm Holdings Inc. shares AFRM, +8.28% were rallying more than 5% in premarket trading Tuesday after an analyst weighed in with positive commentary ...
July 11, 2023, 9:22 am
Draftkings hits 52-week high based on projected profitability
Shares of DraftKings soared to a 52-week high Monday (July 10). The Boston-based firm's projected profitability on an adjusted ...
July 10, 2023, 7:50 pm
Block: time to be aggressive before others jump in
Block stock has outperformed the S&P 500 since my update in May, despite initial negative sentiment due to a short attack by Hindenburg Research. The ...
July 10, 2023, 4:34 pm
Dzs: impressive cloud software quarterly growth, lower guidance, and undervalued
DZS Inc. reported impressive quarterly revenue growth from cloud software and services, driven by inorganic growth and sales growth expectations for 2...
July 10, 2023, 8:07 am
Universal logistics holdings: more earnings pain likely, rating hold
Universal Logistics Holdings, Inc. has had a challenging start to 2023 with revenues and EPS down but has issued a new quarterly dividend of $0.105 pe...
July 10, 2023, 3:45 am
Sunopta's texas expansion: investing in the future of plant-based foods
SunOpta's strong performance in the plant-based and fruit-based food markets, backed by advanced production methods and unique collaborations, makes i...
July 9, 2023, 10:09 am
Triumph group: upside catalyst expected from achieving fy25 target
Triumph Group plans to double its ebitDA from FY22 to FY25, driven by increased volumes, improved contr...
July 9, 2023, 12:08 am
Aalberts industries: i expect an annualized total return of 15% until 2026
Aalberts N.V. is a leader in the valves and pipes sector and has ambitious growth plans. It is able to deploy its growth capital at a ROCE of 18-20%. ...
July 8, 2023, 10:40 am
Philips: focus on business optimization and agility supports value
Philips, a multinational healthcare technology company, has seen revenues approach EUR4.167bn in Q1, with comparable sales growth of 6% YoY and an adj...
July 7, 2023, 5:37 pm
Why wayfair stock jumped 61% in june
Wayfair said sales trends were improving and that it was on track for positive adjusted ebitDA in the s...
July 7, 2023, 2:02 pm
Coca-cola hbc upgrades profits forecasts after strong june
Coca-Cola HBC AG, which bottles and distributes the soft drink in Europe, has revised its 2023 earnings guidance upward after an unexpectedly strong s...
July 7, 2023, 3:06 am
Antero midstream: solid balance sheet sets stage for promising growth
Antero Midstream Corporation's strategy to reduce capital expenditures has resulted in increased free cash flow and consistent growth in adjusted
July 7, 2023, 2:05 am
Roku: changing streaming market remains a challenge
Roku jumped an easy Q1 bar, but the underlying numbers remain concerning. The streaming industry needs to find a more sustainable model, which likely ...
July 6, 2023, 5:52 pm
Braze: staying positive on the business given the strong execution so far
Braze is benefiting from growing interest in first-party data and vendor consolidation. The company's use of AI and ML features to anticipate customer...
July 6, 2023, 12:10 am
Manitex international: reweighting to higher-margin exposure
Manitex is gaining exposure to the higher-margin rental equipment business, which could provide decent profitability gains and recurring revenue strea...
July 5, 2023, 8:41 pm
Cf industries: downside seems limited and rewards plenty
CF Industries Holdings Inc, a global producer and supplier of nitrogen fertilizer, has seen a decline in sales due to decreased product prices, despit...
July 5, 2023, 7:05 pm