Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here. Curreen Capital Partners reported robust results in 2025, retuning 10.5% in Q4 and 30.97% for the full year. The firm focuses on investing in "ugly ducklings", i.e., companies that are good, well-managed, and trading at an attractive price. The firm was consistent with its investment plan, and the "ugly duckling" holdings performed well and exhibited solid results. Pl ...

Group 1 - Fortrea will release its fourth quarter and full year 2025 financial results on February 26, 2026, before the market opens [1] - A conference call will be held at 8:00 am ET on the same day to review the financial results and conduct a Q&A session [1] - Participants can register for the earnings call on the Fortrea Investor Relations website and should join at least 10 minutes early to avoid delays [2] Group 2 - Fortrea is a leading global provider of clinical development solutions to the life sciences industry, partnering with biopharmaceutical, biotechnology, medical device, and diagnostic companies [3] - The company offers phase I-IV clinical trial management, clinical pharmacology, and consulting services, leveraging over 30 years of experience across more than 20 therapeutic areas [3] - Fortrea operates in about 100 countries, providing focused and agile solutions to its customers globally [3]

Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Fortrea Holdings Inc. (FTRE) and Acadia Pharmaceuticals (ACAD) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earni ...

NEW YORK and NEW ORLEANS, Jan. 20, 2026 /PRNewswire/ -- Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC ("KSF"), announces that KSF has commenced an investigation into Fortrea Holdings, Inc. (NasdaqGS: FTRE). In June 2023, Fortrea was spun off into a standalone, publicly traded company by Labcorp Holdings Inc. In connection with the spin-off, the Company entered into several transition services agreements, pursuant to which it agreed to ...

Group 1 - Fortrea Holdings Inc. (NASDAQ:FTRE) is considered one of the best young stocks to buy and hold for three years, with recent price target adjustments from Mizuho and Truist indicating positive market sentiment [1][2][3] - Mizuho raised its price target on Fortrea to $15 from $13 while maintaining a Neutral rating, citing a sequential slowdown in healthcare utilization despite easier comparisons from the previous year [1] - Truist upgraded Fortrea from Hold to Buy, setting a new price target of $22, based on enhanced operational performance, emerging commercial strength, and improved profit margins under new leadership [2] - Evercore ISI upgraded Fortrea from In Line to Outperform, significantly raising its price target to $25 from $14, highlighting an accelerating biopharma cycle and improved execution as key drivers [3] Group 2 - Fortrea Holdings Inc. operates as a contract research organization, providing biopharmaceutical product and medical device development solutions to pharmaceutical, biotech, and medical device customers globally [4]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, with tools like the Zacks Momentum Style Score aiding in identifying such stocks [3] Group 2: Fortrea Holdings Inc. (FTRE) Analysis - Fortrea Holdings Inc. (FTRE) has shown a four-week price change of 8.6%, indicating growing investor interest [4] - FTRE has gained 67.2% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - The stock has a beta of 1.59, suggesting it moves 59% higher than the market in either direction, indicating fast-paced momentum [5] - FTRE has a Momentum Score of A, suggesting it is an opportune time to invest in the stock [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - FTRE is trading at a Price-to-Sales ratio of 0.58, indicating it is reasonably valued at 58 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides FTRE, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, which may also present investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Company Overview - Fortrea Holdings is a leading global contract research organization focused on advancing clinical development and providing innovative solutions to accelerate the transition from molecule to medicine [1] - The company was established in 2023 after spinning out from Labcorp, with its roots tracing back to Covance, which was acquired by Labcorp in 2015 [2] Leadership Presentation - The presentation at the 44th JPMorgan Healthcare Conference was led by CEO Anshul Thakral, with CFO Jill McConnell assisting during the Q&A session [1] - The conference serves as a platform for the company to engage with stakeholders and kickstart the year positively [2]

Summary of Fortrea Holdings Conference Call Company Overview - **Company Name**: Fortrea Holdings - **Industry**: Contract Research Organization (CRO) - **Background**: Fortrea was spun out from Labcorp in 2023, with roots tracing back to Covance, which Labcorp acquired in 2015. The company focuses on advancing clinical development and providing innovative solutions for drug development [2][3]. Core Points and Arguments - **Value Proposition**: Fortrea positions itself as a pure-play global CRO with decades of experience, capable of serving a diverse client base, from large pharmaceutical companies to small biotech firms [4][5]. - **Market Environment**: The overall market for pharmaceutical R&D investments is cautiously optimistic, with expected growth rates of approximately 3%-4% in the near term, driven by big pharma's renewed focus on R&D and improvements in biotech funding [6][24][26]. - **Service Offerings**: Fortrea provides a comprehensive suite of services across the clinical trial continuum, including clinical operations, data management, biostatistics, and consulting services, with expertise in over 20 therapeutic areas [8][12]. - **Technological Integration**: The company is modernizing study delivery by leveraging AI and machine learning to enhance productivity and quality in clinical trials [5][14]. - **Client Relationships**: Fortrea emphasizes building strong, long-term relationships with clients, which is reflected in its balanced client base of approximately 50% large pharma and 50% biotech [13][39]. Important but Overlooked Content - **Operational Focus**: The management team is concentrating on three pillars of excellence: commercial, operational, and financial, to drive sustained revenue growth and margin expansion [15][17]. - **Cost Management**: Fortrea aims to achieve approximately $150 million in gross cost savings, with a focus on right-sizing the organization while also driving revenue growth [32][33]. - **Market Trends**: There is a shift towards hybrid outsourcing models, particularly among mid-sized biotech companies, which Fortrea is well-positioned to accommodate [28]. - **Pricing Discipline**: The CRO market is competitive, and while pricing plays a significant role in FSP (Functional Service Provider) contracts, Fortrea maintains a focus on quality and team performance over price alone [34][35]. - **Capital Allocation**: Post-spin, Fortrea is focused on improving its debt position and making targeted organic investments to enhance productivity and relevance in the market [36][38]. Conclusion - **Key Message**: Fortrea has successfully transitioned out of its spin-off phase, is focused on execution and customer satisfaction, and is optimistic about returning to sustainable growth as market conditions improve [39].

Core Insights - Investors in the Medical - Biomedical and Genetics sector may consider Fortrea Holdings Inc. (FTRE) and Acadia Pharmaceuticals (ACAD) as potential undervalued stocks [1] Group 1: Company Rankings - Fortrea Holdings Inc. has a Zacks Rank of 2 (Buy), while Acadia Pharmaceuticals has a Zacks Rank of 3 (Hold), indicating a stronger earnings outlook for FTRE [3] Group 2: Valuation Metrics - FTRE has a forward P/E ratio of 22.95, significantly lower than ACAD's forward P/E of 38.66, suggesting FTRE may be undervalued [5] - The PEG ratio for FTRE is 0.51, compared to ACAD's PEG ratio of 7.12, indicating FTRE's expected earnings growth is more favorable [5] - FTRE's P/B ratio is 2.72, while ACAD's P/B ratio is 4.94, further supporting the notion that FTRE is more attractively valued [6] - FTRE has earned a Value grade of B, whereas ACAD has a Value grade of C, reinforcing FTRE's position as the better option for value investors [6]

Core Viewpoint - Fortrea, a leading global contract research organization, is set to present at the J.P. Morgan Annual Healthcare Conference on January 13, 2026, at 11:15 am PST, highlighting its role in the life sciences industry [1]. Company Overview - Fortrea (Nasdaq: FTRE) specializes in providing clinical development solutions to the life sciences sector, partnering with biopharmaceutical, biotechnology, medical device, and diagnostic companies to enhance healthcare innovation [3]. - The company offers a range of services including phase I-IV clinical trial management, clinical pharmacology, and consulting, leveraging over 30 years of experience across more than 20 therapeutic areas [3]. - Fortrea operates in approximately 100 countries, emphasizing a strong investigator site network and a commitment to delivering agile solutions to its clients [3].