Workflow
Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
Seeking Alpha· 2026-02-02 15:03
Core Insights - Cloudflare, Inc (NET) is recognized as a significant player in the global cloud services market and has established itself as a key gatekeeper of the internet [1] Group 1 - Cloudflare has built a reputation for providing essential cloud services, contributing to its status as a large-cap company in the industry [1]
Dow Gains Over 100 Points; Disney Posts Upbeat Earnings
Benzinga· 2026-02-02 15:03
U.S. stocks traded mixed this morning, with the Dow Jones index gaining more than 100 points on Monday.Following the market opening Monday, the Dow traded up 0.24% to 49,009.24 while the NASDAQ fell 0.06% to 23,448.80. The S&P 500 also rose, gaining, 0.05% to 6,942.71.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsMaterials shares gained by 0.8% on Monday.In trading on Monday, energy stocks fell by 1.7%.Top HeadlineThe Walt Disney Company (NY ...
3 Sales Growth Stocks to Bet on for Robust Returns in 2026
ZACKS· 2026-02-02 15:02
Core Insights - The article emphasizes the importance of reassessing investment portfolios in light of ongoing market influences such as AI optimism, Federal Reserve policies, and geopolitical uncertainties [1] Sales Growth as an Indicator - Sales growth is highlighted as a more reliable metric for evaluating stocks compared to earnings, as it reflects real demand for products and services [2][3] - Companies with consistent top-line expansion are likely gaining market share and expanding their customer base, which can indicate future earnings potential [3] Contextual Importance of Sales Figures - It is crucial to benchmark sales growth against peers and industry cycles to differentiate between sustainable growth and temporary spikes [4] - Companies that can maintain growth across various conditions tend to generate more reliable cash flows, allowing for reinvestment and strategic initiatives [4] Stock Selection Criteria - Stocks are shortlisted based on criteria including 5-Year Historical Sales Growth greater than industry average and Cash Flow exceeding $500 million [5] - Additional metrics for stock selection include a Price-to-Sales (P/S) Ratio lower than the industry average, positive sales estimate revisions, operating margin above 5%, and Return on Equity (ROE) greater than 5% [6][7][8] Specific Company Insights - Universal Health Services (UHS) is expected to achieve a sales growth rate of 5.2% in 2026 and currently holds a Zacks Rank of 2 [9][10][11] - Pinnacle West Capital (PNW) is forecasted to have a sales growth rate of 4.6% in 2026, also holding a Zacks Rank of 2 [11] - Methanex Corporation (MEOH) is projected to see a sales increase of 9.8% in 2026 and carries a Zacks Rank of 2 [12]
Humana Inc. (NYSE:HUM) Faces Downgrade but Attracts Investor Confidence
Financial Modeling Prep· 2026-02-02 15:02
Core Viewpoint - Humana Inc. has been downgraded by Morgan Stanley to "Underweight" from "Equal Weight," despite showing interest from various investors [1][5]. Group 1: Company Overview - Humana Inc. is a significant player in the health insurance sector, competing with major insurers such as UnitedHealth Group and Anthem [1]. - The company's current stock price is $195.20, reflecting a slight decrease of 0.75% or $1.47 [3][5]. Group 2: Investor Activity - Tejara Capital Ltd acquired 7,200 shares of Humana, valued at approximately $1.87 million, indicating confidence in the company despite the downgrade [2]. - Other hedge funds, including Elevation Point Wealth Partners LLC and Mather Group LLC, have initiated new positions in Humana, valued at around $32,000 and $34,000, respectively [2]. - Private Wealth Management Group LLC increased its holdings in Humana by 47.5% during the third quarter, now owning 149 shares valued at $39,000 [3]. Group 3: Stock Performance - Humana's stock has experienced fluctuations, with a daily low of $192.40 and a high of $197.34 [4]. - Over the past year, the stock has seen a high of $315.35 and a low of $191.39 [4]. - The company's market capitalization is approximately $23.48 billion, with a trading volume of 3,220,371 shares on the NYSE [4].
Freedom Capital Initiates Mama’s Creations, Inc. (MAMA) With Buy Rating, Citing National Expansion and Innovation
Yahoo Finance· 2026-02-02 15:02
We recently published an article titled 10 High Growth Food Stocks To Buy.  On January 14, Freedom Capital analyst Georgy Vashchenko initiated coverage of Mama’s Creations, Inc. (NASDAQ:MAMA) with a Buy rating and a $16 price target. In a research note, the analyst pointed to the company’s broad national distribution and emphasis on product quality and innovation as key factors supporting its positioning in the convenient, fresh meal category. Freedom Capital also highlighted the expansion of Mama’s Creat ...
Form 8.3 - The Vanguard Group, Inc.: Beazley plc
Markets.Businessinsider.Com· 2026-02-02 15:02
The Vanguard Group, Inc. ( )Form 8.3 - The Vanguard Group, Inc.: Beazley plc 02-Feb-2026 / 15:02 GMT/BSTFORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION  (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficien ...
Advanced Drainage Systems Closes Acquisition of National Diversified Sales, a Subsidiary of Norma Group SE
Businesswire· 2026-02-02 15:02
HILLIARD, Ohio--(BUSINESS WIRE)--Advanced Drainage Systems, Inc. (NYSE: WMS) ("ADS†or the "Company†), a leading provider of innovative water management solutions in the stormwater and onsite wastewater industries today announced that it has completed the previously disclosed acquisition of the water management business of Norma Group SE (DAX: NOEJ), known as National Diversified Sales ("NDS†). About the Company Advanced Drainage Systems is a leading manufacturer of innovative stormwater and onsite waste ...
BMO Stays Bullish on Primo Brands Corporation (PRMB) Despite Near-Term Estimate Reset
Yahoo Finance· 2026-02-02 15:01
We recently published an article titled 10 High Growth Food Stocks To Buy.  BMO Capital analyst Andrew Strelzik lowered the firm’s price target on Primo Brands Corporation (NYSE:PRMB) to $35 from $39 but reiterated an Outperform rating on the shares on January 23. The firm is moderating its Q4 and 2026 expectations to reflect continued business stabilization investments in the first half of the year and a slower-than-expected recovery in the customer direct segment. Despite the near-term adjustment, BMO m ...
AstraZeneca Shares Start Trading in US After Listing Upgrade
Yahoo Finance· 2026-02-02 15:01
Bloomberg Shares of AstraZeneca Plc, the UK’s biggest drugmaker, started trading on the New York Stock Exchange on Monday following a listing upgrade to replace its American Depositary Receipts that were on Nasdaq. The drug and vaccine maker is seeking to attract more investors by tilting further toward the US, where it makes almost half of its revenue. It has said the move will give equal weight to its UK, Swedish and US listings. AstraZeneca shares opened at $187.50 apiece in New York, rising in early ...
Options Corner: PLTR Pre-Earnings
Youtube· 2026-02-02 15:01
Core Viewpoint - Palanteer is significantly outperforming both the broader S&P 500 and the XLK tech sector, indicating strong market performance and potential for continued growth [1][2]. Company Performance - Palanteer has shown a clear distinction as an outperformer in the software sector, while many conventional software companies may face disruption from AI advancements [2]. - Recent price activity indicates a breakdown below key support levels, with a notable level around 146-147 to watch going forward [4][6]. Technical Analysis - The stock has formed a symmetrical triangle pattern, with trend lines converging and a recent breach below a significant trend line [3]. - The Relative Strength Index (RSI) indicates that the stock is in the oversold territory, suggesting potential for a rebound [5]. - Long-term support is identified near the 251-day exponential moving average at approximately 145, while trading boundaries are established around 55 and 140 [6][7]. Expected Market Movement - The expected price movement for Palanteer leading up to February 20th is projected to be plus or minus 13.7%, with resistance near 168 and a low point around 130 [8][9]. Options Strategy - A neutral to bullish options strategy is suggested, involving selling an out-of-the-money 140 strike put while buying a 130 put to define risk, with a potential credit of approximately 270 [10][12][13]. - The strategy has a 61% probability of success, with a break-even point at 137.30, which is about 8.5% below the current share price [14][15].