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TY AM Group Aims For IPO On Slowing Revenue Growth And High Valuation
Seeking Alpha· 2026-02-18 16:49
Core Insights - Donovan Jones is an IPO research specialist with 15 years of experience analyzing investment opportunities for U.S. IPOs [1] - He leads the investing group IPO Edge, which provides actionable information on growth stocks through various resources [1] Summary by Categories IPO Research and Analysis - The article emphasizes the importance of IPO research in identifying investment opportunities in the U.S. market [1] - IPO Edge offers a comprehensive suite of tools including first-look IPO filings, previews on upcoming IPOs, and an IPO calendar [1] Resources and Tools - The database of U.S. IPOs and a guide to IPO investing are highlighted as essential resources for investors [1] - The guide walks investors through the entire IPO lifecycle, from filing to listing and beyond [1]
From Rides To Robots: Uber's Path Through The AV And AI Era
Seeking Alpha· 2026-02-18 16:48
I recently wrote on Uber Technologies ( UBER ) back in November 2025. The article was titled Go From Rides To Riches With Uber Technologies . I discussed within the article that itI am always on the lookout for businesses that have a strong cash generating ability and a strong enough competitive advantage that I can be sure they will be around for the next decade, and at a price where I can be as sure as possible that I can achieve at least 15 percent annualized returns, or else companies whose price is dee ...
Snap: MAU Growth Creates Upside Catalyst
Seeking Alpha· 2026-02-18 16:45
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNAP, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...
Snap: MAU Growth Creates Upside Catalyst (NYSE:SNAP)
Seeking Alpha· 2026-02-18 16:45
Core Insights - The article discusses the investment positions of analysts in SNAP and META, indicating a beneficial long position in these companies' shares [1]. Group 1 - Analysts have disclosed their long positions in SNAP and META, which may influence their perspectives on these companies [1].
Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors (NASDAQ:AMZN)
Seeking Alpha· 2026-02-18 16:45
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...
RTX Corporation (RTX) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-18 16:45
Company Overview - RTX is a leading aerospace and defense company with approximately $88 billion in sales last year [2] - The company operates through three main business segments: Collins Aerospace, Pratt & Whitney, and Raytheon [2] Financial Performance - RTX reported strong top-line growth for 2025, along with margin expansion and robust free cash flow generation [3] - The company ended the year with a substantial backlog of $268 billion, indicating strong and durable demand in both commercial aerospace and defense sectors [3] Strategic Focus - The primary focus for RTX is on executing the existing backlog while also innovating for future growth [3] - As a long-cycle business, RTX emphasizes the importance of having the necessary capacity and advanced manufacturing capabilities in place to fulfill its technology pipeline [3]
Jacobs Solutions Inc. (J) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 16:45
Group 1 - Barclays Bank PLC is hosting a session at the Industrials Conference featuring Jacobs' CEO and CFO [1][2] - The format of the session includes a fireside chat with audience participation encouraged through interactive gadgets [2]
Union Pacific Corporation (UNP) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 16:45
Group 1 - The discussion focuses on developments in mergers and acquisitions (M&A) and the business outlook for Union Pacific (UNP) [1] - Audience engagement is encouraged, with questions about current ownership and sentiment towards Union Pacific [2] - There is an inquiry regarding the through-cycle earnings per share (EPS) performance of Union Pacific compared to its peers [2]
Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors
Seeking Alpha· 2026-02-18 16:45
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...
REIT Earnings Halftime Report
Seeking Alpha· 2026-02-18 16:41
Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Hoya Capital Research & Index Innovations ("Hoya Capital") is an affiliate of Hoya Capi ...