Core Viewpoint - The article discusses the investment positions of various analysts and the recommendations made by The Motley Fool regarding Medpace, highlighting the firm's involvement in the stock market [1] Group 1 - Jason Hall, Lou Whiteman, and Toby Bordelon do not hold any positions in the stocks mentioned [1] - The Motley Fool has positions in and recommends Medpace, indicating a positive outlook on the company's stock [1]

Core Viewpoint - Roku's stock experienced a significant increase following its fourth-quarter earnings release, showcasing strong profitability and positive guidance for future growth, despite being down approximately 17% year-to-date [1][2]. Financial Performance - Roku's fourth-quarter revenue rose 16% year over year to about $1.4 billion, driven by an 18% increase in high-margin platform revenue, which constitutes 88% of total revenue [4]. - The company's fourth-quarter net income was approximately $80 million, a turnaround from a loss of $36 million in the same quarter last year, while full-year 2025 net income reached $88 million, up from a $129 million loss in 2024 [6]. Business Momentum - Streaming hours on Roku's platform increased by 15% year over year in 2025, with the Roku Channel growing to represent 6.3% of all TV streaming on its platform in December, up from 4.6% in December 2024 [5]. - Roku's management expects first-quarter platform revenue to grow over 21% year over year, contributing to an overall revenue increase of about 18% for the same period [8]. Profitability Outlook - The company guided for adjusted EBITDA of $130 million in Q1 and $635 million for the full year of 2026, reflecting an increase from $421 million in adjusted EBITDA for 2025 [9]. - Roku anticipates net income for 2026 to reach $325 million, significantly up from $88 million in 2025, indicating strong expectations for profitability improvement [9]. Market Position and Valuation - Despite the positive financial momentum, Roku's shares are trading at over 40 times the management's forecast for full-year earnings in fiscal 2026, raising concerns about the sustainability of such a premium valuation [10]. - The company faces intense competition from larger tech firms, which poses risks to its market leadership and future growth potential [11].

Power Solutions International designs and manufactures advanced engines and power systems for industrial and transportation markets.Gagnon Securities fully exited its position in Power Solutions International (PSIX +6.63%), selling approximately 64,770 shares in the fourth quarter. The estimated trade value was $6.36 million, according to a February 12, 2026, SEC filing.What happenedAccording to a SEC filing dated February 12, 2026, Gagnon Securities LLC sold its remaining 64,770 shares of Power Solutions I ...

Core Viewpoint - The recent dip in Robinhood Markets' stock price presents a buying opportunity due to continued customer asset growth on its platform, despite a slight revenue miss in the fourth quarter [1][2]. Group 1: Financial Performance - Robinhood reported a 27% year-over-year increase in revenue for the fourth quarter, but slightly missed estimates, leading to a sharp sell-off in shares [1]. - Net deposits reached nearly $16 billion in the fourth quarter, reflecting an annualized growth rate of 19% compared to the previous quarter's total platform assets [4]. Group 2: Customer Engagement and Growth - The company has seen net deposits of $7 billion already in the early part of the first quarter of 2026, indicating strong customer engagement and asset inflow [5]. - There was a 57% year-over-year increase in the number of retirement accounts opened last quarter, showcasing Robinhood's ability to build long-term relationships with customers [6]. Group 3: Future Outlook - The growth in customer deposits is expected to create more revenue opportunities through interest- and fee-related products, including the new Robinhood Banking service [5]. - The revenue miss does not fully reflect the underlying growth on Robinhood's platform, suggesting a positive trajectory for the stock in the coming years [6].

Earnings season comes calling for three popular stocks.Don't let this holiday-shortened trading week lull you into a sense of financial slumber. Earnings season continues, and more than a few stocks will be on the move after their respective companies' latest quarterly numbers come out.A few of the stocks I hope will step up nicely this week include Palo Alto Networks (PANW +2.52%), Booking Holdings (BKNG 0.52%), and Walmart (WMT +0.19%). They have a lot to prove in the next four trading days. Let's take a ...

AI appears to be helping this tech business, not hurting it.As advancements in artificial intelligence (AI) accelerate, investor sentiment toward certain types of companies is hitting a breaking point. A number of technology stocks have been selling off hard recently, and website company GoDaddy (GDDY +0.86%) is, surprisingly, among them. Yet GoDaddy's business is benefiting from AI, making its current sell-off a hidden buying opportunity. Why isn't anyone talking about GoDaddy stock?GoDaddy registers domai ...

Amazon and Alphabet saw huge growth in cloud computing during Q4.Alphabet (GOOG 1.10%) (GOOGL 1.06%) and Amazon (AMZN 0.39%) are two of the largest companies in the world, and each is heavily investing in artificial intelligence (AI). However, each is also making a fair bit of money from it, too, thanks to their cloud computing services.Several investors are bullish on both companies (including myself), but which is the better buy right now? Let's take a look at what each business is doing and see the bette ...

Core Viewpoint - Brookfield Renewable is positioned to benefit from the increasing demand for electricity driven by AI, making it a notable energy stock for investors [1]. Group 1: Company Overview - Brookfield Renewable has a market capitalization of $7.9 billion and a current stock price of $43.80, with a dividend yield of 3.40% [2]. - The company has a diverse portfolio that includes hydroelectric, wind, solar assets, energy storage, and distributed generation, aligning with trends in rising electricity demand, decarbonization, and the need for reliable power [2]. Group 2: Financial Performance - In its latest earnings report, Brookfield Renewable reported a 10% growth in funds from operations and has $4.6 billion in available liquidity, indicating strong financial health [4]. - The company has seen its stock price increase by 12% year-to-date and 62% over the past 12 months, significantly outperforming the S&P 500 [5]. Group 3: Strategic Partnerships and Future Outlook - Brookfield Renewable is collaborating with major technology companies such as Microsoft, Google, and Amazon, enhancing its market position [4]. - The company is expected to be one of the most durable renewable energy firms globally in the coming years, with a robust pipeline and the ability to scale its assets effectively [4].

Core Insights - Krystal Biotech and ARS Pharmaceuticals are gaining attention due to their unique therapies with blockbuster potential [1][2] Krystal Biotech - Krystal Biotech has developed Vyjuvek, the first topical genetic therapy approved by the FDA for dystrophic epidermolysis bullosa, a rare skin disorder [2] - The company is working on expanding the labels for Vyjuvek while using its growing revenues to fund its pipeline [3] - Krystal's KB707 candidate is aimed at treating advanced or metastatic non-small cell lung cancer and has received a Regenerative Medicine Advanced Therapy designation from the FDA [6] - Preliminary sales for Vyjuvek are expected to reach $388 million to $389 million, indicating a 34% increase at the midpoint [7] - Analysts predict annual EPS for Krystal will be between $6.46 and $8.92, a 156% increase over the prior year at the midpoint [8] - The stock has increased over 10% year to date and nearly 80% over the past year, currently trading around $270 per share [8] ARS Pharmaceuticals - ARS Pharma focuses on preventing allergic reactions that can lead to anaphylaxis, with its product Neffy being the first non-injection epinephrine treatment approved by the FDA [2][9] - The company has faced challenges with the FDA regarding its advertising for Neffy, which was deemed misleading [11] - ARS Pharma's stock has decreased over 24% year to date and over the past 12 months, indicating a riskier investment compared to Krystal Biotech [12] - Revenue for ARS Pharma reached $51.8 million in the first nine months of 2025, a significant increase from $568,000 in the same period in 2024 [13] - The global market size for epinephrine is projected to be $2.48 billion in 2025, highlighting ARS Pharma's growth potential [13] - ARS Pharma is also looking to expand indications for Neffy and has a pipeline candidate, ARS-2, for treating chronic urticaria [14]

Core Viewpoint - Gold.com's stock has experienced significant gains in 2026, with a notable increase of 76% as of February 14, 2026, driven by strong financial performance and market conditions [6]. Company Overview - Gold.com is a global precious metals company engaged in wholesale precious metals, direct-to-consumer sales, and secured lending, providing access to gold, silver, platinum, and palladium [5]. - The company's revenue for the trailing twelve months (TTM) is $15.68 billion, with a net income of $12.48 million and a dividend yield of 1.31% [4]. Recent Transactions - Brian Aquilino, the Chief Operating Officer, sold 10,000 shares of common stock for approximately $595,000, reducing his direct holdings to zero [1][2][8]. - The transaction involved the exercise of stock options, which were immediately converted into common shares and sold in the open market [8]. Market Context - The price of physical gold has surged due to global tariffs and geopolitical tensions, contributing to a historic year for gold in 2025 [7]. - Tether, a fintech company, announced a $150 million investment in Gold.com to support the growth of its stablecoin, Tether Gold, which is backed by physical gold [7]. Investment Implications - With strong financials and consistent price gains, Gold.com's stock is positioned as a viable long-term investment, particularly for those willing to accept the inherent volatility of precious metals [9].