We came across a bullish thesis on Williams-Sonoma, Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on WSM. Williams-Sonoma, Inc.'s share was trading at $216.03 as of February 3rd. WSM’s trailing and forward P/E were 22.56 and 22.37 respectively according to Yahoo Finance. People Liked Five Below, Inc. (FIVE) Because Of Value, Says Jim Cramer Marko Poplasen/Shutterstock.com Williams-Sonoma, Inc. (NYSE: WSM) is a dividend-paying, mid-ca ...

Core Insights - Nvidia has emerged as a leading success in the stock market, driven by the demand for its chips due to trends in blockchain technology and artificial intelligence [1] - The company is now the largest by market capitalization, with expectations of continued growth [1][2] Group 1: Financial Performance and Market Position - Nvidia has experienced significant sales and profit growth due to high demand from hyperscalers and tech first-adopters [3] - The company has transitioned from producing solid gains to remarkable financial success in recent years [2] Group 2: Growth Drivers and Future Outlook - Nvidia identifies three key platform shifts that will sustain demand: accelerated computing, the need for powerful AI models, and the rise of agentic AI applications [4] - AI infrastructure spending is projected to increase from nearly $1 trillion to between $3 trillion and $4 trillion by 2030, indicating substantial growth potential for Nvidia [5] - The rapid growth of generative AI and its applications, along with the concept of physical AI, suggests a bright future for the company [5]

Core Thesis - Okta, Inc. is demonstrating operational improvement with expanding margins and strong revenue growth, positioning itself favorably in the identity management sector [1][5] Financial Performance - As of February 3rd, Okta's share price was $82.31, with trailing and forward P/E ratios of 80.12 and 23.58 respectively [1] - Revenue grew by 11.6%, driven by an 11.2% increase in subscription revenue and enhanced professional services [1] - Gross margin expanded to 77%, operating margin reached 3%, and free cash flow margin climbed to 29% [1] Guidance and Market Position - Guidance for Q4 and FY26 exceeded sell-side estimates, indicating confidence in pipeline quality and stabilizing win rates [2] - Momentum among large customers is a significant growth driver, with million-dollar cohorts growing in double digits and RPO expanding by 17.3% [2] - Management is focused on the Rule of 40, with FY26 guidance suggesting 11% revenue growth, 26% non-GAAP operating margin, and approximately 29% free cash flow margin [5] Product Development and AI Integration - Okta is positioning its products, such as Okta for AI Agents and Auth0 for AI Agents, as essential for enterprise AI, with early deployments yielding tangible ACV uplifts [4] - The company has engaged over 100 customers in AI initiatives, contributing more than $200 million in ARR [3][4] Customer Retention and Expansion - There is a noted deceleration in dollar-based net retention at 106%, indicating some moderation in expansion as customers consolidate architectures [3] - Low AE attrition and multi-year high tenure provide management with the capacity to expand quotas heading into FY26 [2]

The recent rout in tech stocks has sent many investors running for cover, but not everyone is retreating. "As a trader and/or investor, it doesn't matter," Tom Sosnoff, founder of Tastytrade and current CEO of Lossdog, told Yahoo Finance's Opening Bid. "That's where you want to jump in." Sosnoff argued that when intense selling pressure arrives alongside spiked volatility, the market is signaling "capitulation" — the point where the last of the weak hands finally give up. It is a philosophy that flies ...

We came across a bullish thesis on Regeneron Pharmaceuticals, Inc. on Notes From The Beauty Contest’s Substack by Crashkolnikov. In this article, we will summarize the bulls’ thesis on REGN. Regeneron Pharmaceuticals, Inc.'s share was trading at $759.18 as of February 3rd. REGN’s trailing and forward P/E were 18.30 and 17.24 respectively according to Yahoo Finance. Pixabay/Public Domain Regeneron Pharmaceuticals, Inc. discovers, invents, develops, manufactures, and commercializes medicines for treating ...

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF†) are investigating the proposed sale of Coterra Energy Inc. (NYSE: CTRA) to Devon Energy Corporation (NYSE: DVN). Under the terms of the proposed transaction, shareholders of Coterra will receive 0.70 share of Devon common stock for each share of Coterra that they own. KSF is seeking to determine whether this consideration and the pr. ...

From a margin perspective, adjusted EBITDA margin was 16.6%, down 40 basis points compared to the prior year. This reflects the impact of higher employee-related costs and some one-time benefits in the prior year fourth quarter, which our team worked diligently to partially offset through the benefits of our ongoing productivity actions. In Solutions Group, sales increased roughly 1.5%. This segment continues to lead our portfolio shift, with high-value categories now representing 60% of the Solutions Group ...

SAN FRANCISCO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman reminds investors in Coupang, Inc. (NYSE: CPNG) regarding the February 17, 2026 lead plaintiff deadline. Investors who purchased Coupang (CPNG) securities between May 7, 2025, and December 16, 2025, and suffered significant losses are encouraged to contact the firm. [CLICK HERE TO SUBMIT YOUR CPNG LOSSES] The firm is investigating the lawsuit’s claims that Coupang misled investors by touting “proactive security” ...

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Swiss pharmaceutical Novartis AG (NYSE:NVS) reported fourth-quarter 2025 results on Wednesday.The company's net sales rose 1% year over year to $13.34 billion, missing Wall Street's consensus estimate of $13.78 billion. On a constant-currency (cc) basis, sales were down 1%.Generic competition had a negative impact of 15 percentage points, including a negative impact of 3 percentage points from revenue deduction adjustments in the U.S., mainly related to Entresto and Promacta.Pricing had a negative impact of ...