13 Most Promising Future Stocks to Buy Now
Insider Monkey· 2026-02-07 17:19
In this article, we will look at the 13 Most Promising Future Stocks to Buy Now.On February 6, Josh Belton, Gabelli Funds portfolio manager for growth equities, appeared on CNBC’s ‘Squawk Box’ to talk about the latest market trends, his perspective on where AI is generating revenue in today’s market, and the effects of AI on software. He stated that the market has an “interesting irony” at present, with fears regarding AI being a bubble and AI investments not generating returns looming. At the same time, AI ...
Anthropic cofounder says studying the humanities will be ‘more important than ever’ and reveals what the AI company looks for when hiring
Yahoo Finance· 2026-02-07 17:19
Daniela Amodei, who cofounded Anthropic with her brother Dario, said uniquely human qualities will actually be more critical in the age of AI, not less. In an interview with ABC News that aired on Saturday, she said the number of jobs that AI could do without help from people is “vanishingly small.” At the same time, even the most cognitively challenging tasks that humans excel at can also be augmented by AI. “I continue to believe that humans plus AI together actually create more meaningful work, more ...
Bitcoin mining difficulty drops 11% in largest negative adjustment since China’s 2021 ban
Yahoo Finance· 2026-02-07 17:14
Bitcoin Bitcoin's mining difficulty dropped 11.16% on Saturday to 125.86 trillion, according to data from the Bitcoin network explorer Mempool, marking the largest single negative adjustment since China's sweeping mining ban in July 2021 and the 10th largest negative percentage adjustment of all time, per Bitcoin developer Mononaut. The difficulty adjustment came at block height 935,424, down from 141.67 trillion. Average block times had drifted to roughly 11.4 minutes ahead of the retarget, well above ...
ArcBest Corporation (ARCB): A Bull Case Theory
Yahoo Finance· 2026-02-07 17:11
We came across a bullish thesis on ArcBest Corporation on Valueinvestorsclub.com by leob710. In this article, we will summarize the bulls’ thesis on ARCB. ArcBest Corporation's share was trading at $87.51 as of January 13th. ARCB’s trailing and forward P/E were 20.79 and 17.76 respectively according to Yahoo Finance. 32 Landlocked Developing Countries Rasica/Shutterstock.com ArcBest (ARCB) is a century-old, multi-segment logistics operator anchored by a unionized less-than-truckload (LTL) network and an ...
ArcBest Corporation (ARCB): A Bull Case Theory
Yahoo Finance· 2026-02-07 17:11
Company Overview - ArcBest Corporation is a century-old, multi-segment logistics operator with a unionized less-than-truckload (LTL) network and an asset-light brokerage and managed transportation business [2] - The company operates 239 service centers across North America, employing approximately 15,000 individuals, with about 56% represented by the Teamsters [2] Financial Performance - For 2024, ArcBest's projected revenue is $4.53 billion, with the asset-based LTL segment contributing $3.33 billion (74% of total revenue) and the asset-light logistics segment contributing $1.20 billion [3] - The EBITDA margin for the LTL segment is 10.2%, while the asset-light logistics segment has a margin of 3-4% [3] - The company has a collective bargaining agreement that ensures predictable 4.2% annual labor cost escalations through mid-2028 [3] Market Dynamics - The North American LTL market is valued at $85 billion, with the top 10 carriers controlling 75% of the revenue [4] - The liquidation of Yellow in 2023 removed approximately 9-10% of national capacity, benefiting ArcBest by redistributing assets to more rational operators and improving rate discipline [4] Industry Outlook - Despite a freight recession expected from 2023 to 2025, industry pricing has remained rational, and a modest rebound in manufacturing could quickly normalize volumes [5] - ArcBest's higher-cost structure due to unionization provides significant operating leverage, with potential for dramatic earnings increases if tonnage or oversized freight mix recovers [5] Investment Thesis - ArcBest's shares are trading near their liquidation value of $50-$84 per share, based on terminal, fleet, and brokerage assets, presenting an asymmetric upside opportunity [6] - A mid-cycle recovery could drive 2028 EPS to $10-12, while normalization in shipment weights could push EPS to $18-20, indicating a potential 2-3x upside [6] - Key catalysts for growth include industrial recovery, tonnage normalization, terminal monetization, and potential mergers and acquisitions [6]
Maybe I Wasn’t So Wrong About Reddit After All
Yahoo Finance· 2026-02-07 17:11
Quick Read Reddit (RDDT) beat Q4 estimates with $726M revenue. Reddit stock fell 7.4% despite the strong results. Reddit’s U.S. logged-in user growth slowed to 5%. This marked the sixth consecutive quarter of deceleration. Reddit will stop disclosing logged-in versus logged-out user metrics later in 2026. Investors rethink 'hands off' investing and decide to start making real money Last November, I published an article admitting I got Reddit (NYSE:RDDT) "epically wrong." Since its March 2024 IPO, ...
West Pharmaceutical Services, Inc. (WST): A Bull Case Theory
Yahoo Finance· 2026-02-07 17:09
Core Thesis - West Pharmaceutical Services, Inc. (WST) is experiencing a bullish outlook due to strong earnings performance, positive market sentiment, and growth potential in high-value products [1][5][6]. Company Overview - West Pharmaceutical Services, Inc. is a leading global manufacturer of packaging components and drug delivery systems for injectable drugs, trading at $275 per share [2]. - The company produces critical components such as rubber stoppers and syringe plungers, along with drug delivery devices and regulatory support services [2]. Stock Performance - After a 17% decline over the past year, WST's stock has rebounded, gaining 25% over the last six months [3]. - The stock currently has a trailing P/E of 40.27 and a forward P/E of 36.23 [1]. Financial Performance - The company reported earnings per share of $1.96, exceeding estimates by $0.27, and revenue grew 5% to $805 million [4]. - Management raised full-year 2025 guidance to $3.06–$3.07 billion, partly driven by GLP-1 elastimers, which now contribute 9% of total sales [4]. Analyst Sentiment - Analysts highlight that West is positioned at the intersection of multiple sector trends, including injectable biologics and growing regulatory demand, supporting its transition to high-margin products [5]. - With 12 analyst ratings, including 10 buys and two holds, the average price target is $348, indicating an upside potential of approximately 26% [5]. Hedge Fund Activity - At the end of the third quarter, 49 hedge fund portfolios held WST, an increase from 46 in the previous quarter, indicating growing interest [7].
West Pharmaceutical Services, Inc. (WST): A Bull Case Theory
Insider Monkey· 2026-02-07 17:09
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Old Dominion Freight Line, Inc. (ODFL): A Bull Case Theory
Yahoo Finance· 2026-02-07 17:09
Group 1 - Old Dominion Freight Line, Inc. (ODFL) is a leading less-than-truckload (LTL) operator in the U.S. trucking market, having tripled its market share over the past 20 years with a 10% revenue CAGR [2] - The company benefits from a non-union workforce, a strong corporate culture, and effective profit-sharing schemes that enhance employee engagement and operational efficiency [2][4] - ODFL has a robust financial profile, with a 20% return on invested capital (ROIC) and a net cash balance sheet, positioning it well for recovery during industry downturns [3] Group 2 - Despite the current freight cycle downturn, ODFL is expected to have earnings potential exceeding $8 per share once market conditions normalize, indicating significant upside potential [3] - The company's disciplined cost structure and loyal workforce provide a competitive advantage in a fragmented market, where many peers struggle with operational and labor issues [4] - ODFL's historical premium quality has led to valuations around 27 times earnings, suggesting that improvements in performance and macro conditions could lead to substantial stock price appreciation [3][4]
Old Dominion Freight Line, Inc. (ODFL): A Bull Case Theory
Insider Monkey· 2026-02-07 17:09
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...