ICF International: New Year, 'Almost' A New ICF
Seeking Alpha· 2026-03-02 23:12
If you think your last year was a bit hectic, you can't imagine how it was for ICF International ( ICFI ).I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I ...
Senseonics Holdings (SENS) Reports Q4 Loss, Tops Revenue Estimates
ZACKS· 2026-03-02 23:11
Senseonics Holdings (SENS) came out with a quarterly loss of $0.46 per share versus the Zacks Consensus Estimate of a loss of $0.43. This compares to a loss of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7.80%. A quarter ago, it was expected that this medical technology company would post a loss of $0.33 per share when it actually produced a loss of $0.43, delivering a surprise of -30.3%.Over the last four quarters, ...
Quanterix Corporation (QTRX) Reports Q4 Loss, Beats Revenue Estimates
ZACKS· 2026-03-02 23:11
Quanterix Corporation (QTRX) came out with a quarterly loss of $0.38 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to a loss of $0.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -40.74%. A quarter ago, it was expected that this company would post a loss of $0.23 per share when it actually produced a loss of $0.36, delivering a surprise of -56.52%.Over the last four quarters, the company has ...
Next Steps for Market in Iranian Conflict & Retail's Big Week
Youtube· 2026-03-02 23:10
We want to welcome in our next guest. That's Mark L prestige, CEO of a market rebellion. Mark, uh, I would say it feels like today seems like it's a going to be a market in rebellion, but it's kind of, you know, it's kind of the reaction that you expect when you see geopolitical conflicts such as this, the strikes in Iran over the weekend.There's been some retaliation, volatility is picking up. Uh, what's your reaction to this kind of geopolitical shock. Does it make sense to you.Yeah, I think we're seeing ...
JPMorgan Upgrades Netflix Stock. Why Analysts Say the Streamer Is 'Better Insulated From AI Risk'
Investopedia· 2026-03-02 23:10
Key Takeaways JPMorgan analysts upgraded Netflix stock to "overweight" with a $120 price target Monday, after a period of suspension while the company attempted to buy Warner Bros. Discovery.The analysts said they believe AI's rise could benefit more than hurt Netflix, among other strengths. Netflix just won another bullish call on Wall Street. JPMorgan analysts upgraded Netflix (NFLX) stock to "overweight" with a $120 price target Monday, after suspending their rating while the streamer attempted to ...
Docebo Inc. (NASDAQ:DCBO) Sees Optimistic Price Target Amidst Strategic Acquisitions and AI Integration
Financial Modeling Prep· 2026-03-02 23:09
Core Insights - Docebo Inc. is a prominent player in the e-learning sector, providing a cloud-based learning management system that supports training for employees, partners, and customers, distinguished by its innovative use of AI technology [1] Financial Outlook - Analyst George Sutton from Craig-Hallum has set a price target of $38 for Docebo, suggesting a potential price increase of approximately 81.36% from its current price of $17.38, driven by strong booking momentum and a positive outlook for 2026 [2] - As of the latest trading session, Docebo's stock is priced at $17.53, reflecting a slight increase of about 0.87%, with a market capitalization of approximately $504.8 million [4] Strategic Developments - The acquisition of 365Talents is viewed as a significant milestone for Docebo, enhancing its data and AI capabilities, and is expected to provide a competitive edge [3] - The integration of 365Talents is being carried out in stages, focusing on cross-selling opportunities, particularly in the government sector, which is identified as a key area for long-term growth [3]
Brancous LP1 Calls for Immediate Governance Reforms at Braemar Hotels & Resorts and Full Transparency Behind Termination Economics That Could Divert Substantial Value from Common Shareholders
Globenewswire· 2026-03-02 23:08
ACTON, Ontario, March 02, 2026 (GLOBE NEWSWIRE) -- Brancous LP1 (“Brancous”), a significant shareholder of Braemar Hotels & Resorts Inc. (NYSE: BHR) (“Braemar” or the “Company”), today issued the following statement regarding corporate governance at Braemar and the Board’s approval of termination economics benefiting the Company’s external manager. Brancous believes Braemar’s governance has reached a point where independence exists in form, but not in substance — precisely when independence is most critical ...
Rambus Inc. (RMBS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-02 23:07
Question-and-Answer SessionMarco Lagos So with that, Luc, thank you for being here. Great to have you. Why don't we start sort of high level? And I'm going to take it easy on you given the crazy 48 hours of travel you've had, which is symbolic of all the great client and customer interaction you're having. So let's start at the top. So framing the business just in general, what is Rambus today? But the question really is, I think a lot of investors think about Rambus primarily as an IP company. That is -- ...
When Growth Is Expensive And Value Isn't: Why AVUV Still Has A Long Runway
Seeking Alpha· 2026-03-02 23:07
I'm quite pleased with our history of Avantis US Small Cap Value ETF ( AVUV ), with the most recent performance of +10% over the market since last authored. It seems the quality small-cap premium is finallyThe author is a mechanical engineer. He holds a B.S. in Mechanical Engineering and an M.B.A in Finance. He employs evidence and factor-based investing in his personal portfolio.He will sometimes seculate for fun and take small positions in individual stocks he believes are trading at a discount.Analyst’s ...
BXP, Inc. (BXP) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Seeking Alpha· 2026-03-02 23:07
PresentationNicholas JosephCitigroup Inc., Research Division The Citi's 2026 Global Property CEO Conference. I'm Nick Joseph here with Seth Berge with Citi Research. Pleased to have with us BXP and CEO, Owen Thomas. This session is for Citi clients only and disclosures have been made available at the corporate access desk. To ask a question, you can raise your hand or go to liveqa.com and enter code GPC-26 to submit questions. Owen will turn over to you, introduce your company and team provided in the openi ...