Question-and-Answer SessionAnd I suppose, first off, thinking about the overall top line outlook, you have that 6% to 8% organic growth goal, and obviously, it's a through-cycle target. You've been below that the last couple of years for some well-rehearsed reasons. What do you think the probability is that you can get into that 6% to 8% range in the next few years?David GitlinChairman & CEO Good. We feel good about the algorithm. You can look at it -- Julian, and thank you for having us. You can look at it ...

Core Insights - Many software companies have rapidly transitioned from being favored AI stocks to facing significant risks due to competition from low-cost, AI-driven applications [1] Group 1: Industry Trends - The Q4 earnings season is revealing strong performance among technology companies, indicating a potential shift in market dynamics [1] - The experience of analysts covering technology firms on Wall Street and in Silicon Valley highlights the evolving themes within the industry [1] Group 2: Analyst Background - Gary Alexander, an analyst with extensive experience in both technology and startup environments, has been contributing insights to Seeking Alpha since 2017 [1] - His work has been featured in various web publications and is syndicated to popular trading platforms like Robinhood [1]

Robinhood’s ( HOOD ) business is moving away from the trading-focused business it was originally founded on and becoming more of an asset-gathering business, subscription business, and banking business. This makes the business more stable andHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees f ...

分组1 - Carvana Co. shares fell 14% to $310 following the release of Q4 results, which showed decent performance but raised concerns about profitability trends [1] - The company's gross profit per vehicle decreased due to a weaker wholesale market, contributing to the stock's decline [1] - The primary pressure on the stock was attributed to the lack of strong profitability indicators despite the reported results [1]

Core Viewpoint - The analyst maintains a sell recommendation on Circle (CRCL) shares, which is the issuer of the USDC stablecoin, indicating a negative outlook on the company's stock performance [1]. Group 1: Company Overview - Circle is the holder of the USDC stablecoin, which is a significant player in the cryptocurrency market [1]. Group 2: Analyst's Background - The analyst has over 7 years of experience in equity analysis, particularly in the Latin American market, providing in-depth research and insights for informed investment decisions [1].

I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Last October 2025, Bausch Health Companies Inc. ( BHC ) jumped by 1% after it posted third quarter results . This time, the fourth-quarter bottom line missed expectations. Both its revenue for Q4 and revenue guidance forChris Lau is an individual investor and economist with 30 years of experience covering life science, technology, and dividend-growth income stocks. He has degrees in Microbiology and Economics. Chris runs the investing group DIY Value Investing where he shares his top stock picks of underval ...

Group 1 - The article discusses the initiation of coverage on the energy midstream company ONEOK (OKE) with a bullish thesis, coinciding with rising optimism around AI technology [1] - The author has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions [1] - The author has developed an interest in equity research and provides services for a Dubai-based family office with over $20 million in assets under management [1] Group 2 - The author emphasizes the ability to analyze financial statements, evaluate market trends, and identify growth drivers across different industries [1] - There is a commitment to staying updated on the latest developments in equity research and a focus on professional development [1]

The high-performance materials manufacturer ATI Inc. ( ATI ) exited 2025 delivering a modest top-line performance in Q4, as anticipated weakness in certain industrial end markets tempered consolidated growth. However, with continued strength in the core A&D end markets, particularly inAs a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations ...

Electricity in the U.S. is a hot topic that keeps intensifying month after month. We are talking about record levels after record levels , asWith a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus on undercovered opportu ...