Group 1: Core Insights - The article highlights three key stocks in the online gaming sector that are considered strong buying opportunities for 2026: DraftKings, Flutter Entertainment, and Rush Street Interactive [1] - DraftKings reported a 43% year-over-year revenue increase to $2 billion, with adjusted EBITDA soaring 283% to $343 million, indicating strong growth potential in the online gaming market [1] - Flutter Entertainment, parent company of FanDuel, holds over 40% market share in U.S. sports betting, generating approximately $12.5 billion in annual revenue, with a 45% increase in EBITDA and margins reaching 21% [1] Group 2: Company-Specific Highlights - DraftKings is recognized as a leader in the online gambling space, with expectations for continued growth driven by state expansions and synergies in iGaming/iLottery [1] - Flutter Entertainment is positioned as a strong growth bet, trading at 4.5 times sales and 18 times forward EBITDA, which is below its historical average, making it an attractive value proposition [1] - Rush Street Interactive demonstrated a 38% revenue growth year-over-year, with a valuation of just 2.5 times sales, and recently achieved GAAP profitability with an EPS of $0.15, indicating significant upside potential [1]

Core Insights - Lemonade has launched an autonomous auto insurance product designed for vehicles transitioning from human to AI operation, starting with Teslas, which reflects a shift in traditional auto insurance pricing models [2][5] - The company reported a record gross profit of $111 million, a 73% year-over-year increase, and narrowed its adjusted EBITDA loss to $5 million, indicating progress towards profitability [4][5] - Lemonade generated $37 million in positive adjusted free cash flow in Q4, marking the second consecutive year of increased cash reserves [3][10] Financial Performance - In-force premium (IFP) rose to $1.24 billion, up 31% year-over-year, with revenue growing 53% to $228 million [5][9] - The adjusted gross profit increased 69% to $112 million, with a gross margin of 48% and an adjusted gross margin of about 49% [9] - Customer growth was 23%, adding approximately 550,000 new customers, representing a 35% increase from the previous year [7] Investment and Growth Strategy - The company is focusing on AI-driven initiatives to enhance pricing, cross-selling, and overall market execution, aiming to build competitive advantages [13][15] - Management plans to invest significantly in engineering efforts, including a revamped local platform and a cross-selling platform [15] - Cross-selling is identified as an efficient growth lever, with over 5% of customers holding multiple policies, contributing to nearly 20% of IFP [16] Future Guidance - Lemonade anticipates 32% year-over-year top-line growth for Q1 and approximately 60% full-year revenue growth for 2026, with positive adjusted EBITDA expected in Q4 2026 [12] - The company is preparing for an Investor Day scheduled for November to share updates on its vision and AI capabilities [20]

Core Viewpoint - Tesla's stock has declined over 2% due to increasing competition in autonomous driving, weak electric vehicle (EV) demand, and pricing pressures in the sector [1] Group 1: Competition and Market Trends - Uber has expanded its robotaxi platform, introducing an Autonomous Solutions platform that offers services to robotaxi developers, which may intensify competition for Tesla [1] - Tesla's stock fell approximately 1.3% last week, marking its third weekly decline in four weeks, amid a broader downturn in the US EV market [1] - US electric vehicle sales dropped 30% year-on-year in January, representing about 6% of total new car sales, influenced by the expiration of the $7,500 federal EV purchase tax credit [1] Group 2: Tesla's Performance and Market Share - Despite a 17% decline in January sales, Tesla's market share increased to about 61%, up from 57% in December, as it outperformed the broader market [1] - Tesla's shares are down about 8% year-to-date but have risen 22% over the past 12 months, outperforming the S&P 500 by approximately seven percentage points [1] - The company plans to invest around $20 billion in new equipment this year to enhance production of robotaxis and robotics [1] Group 3: Challenges in China - Tesla faces significant competition in China, where low-cost domestic EV models have gained market share, with Geely Auto and Wuling Motor Holdings leading in sales [1] - Tesla's Model Y sales fell nearly 21% year-on-year to 382,300 units, despite new payment schemes, indicating challenges in maintaining its position in the Chinese market [1] - The Chinese government has implemented measures to curb aggressive discounting, which may further impact demand and pricing strategies for Tesla [1]

The market has truly turned very gloomy on the prospects of Uber Technologies, Inc. ( UBER ) in this autonomous driving race that could define the long term winnersJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 50 ...

Mobileye Global Inc. (NASDAQ:MBLY) is one of the best debt-free mid-cap stocks to buy according to hedge funds. On February 10, analysts at Oppenheimer reiterated an Outperform rating on Mobileye Global Inc. (NASDAQ:MBLY). Mobileye Global Inc. (MBLY) Strengthens Global ADAS Leadership The positive stance comes on Mahindra selecting Mobileye Global as its tier 1 tasked with supplying both Super Vision and Surround ADAS (Advanced Driver Assistance Systems) solutions to the automaker. The system will be pow ...

Call it the latest tug-of-war between Tesla (TSLA) bulls and bears. But this time, it's institutional versus retail investors. Tesla stock is down 9% thus far in January, testing investors' mettle, with the broader market flat for the year but prone to big swings. The recent sell-off in software stocks has market investors, both big and small, recalibrating. The big debate: whether the bet on Tesla's AI and autonomous ambitions for the future trumps short-term pain stemming from its slowing automotive ...

Waymo’s big chance to bring its robotaxis to the state of New York has been thwarted — for now. New York Governor Kathy Hochul withdrew a proposal that would have amended vehicle and traffic laws to effectively legalize robotaxis in the state outside of New York City. Hochul spokesperson Sean Butler confirmed to TechCrunch that the proposal has been pulled. “Based on conversations with stakeholders, including in the legislature, it was clear that the support was not there to advance this proposal,” Butler ...

Tesla and Waymo's battle to win the robotaxi race is getting catty. In regulatory comments published on Wednesday, Tesla said it only hired US-based human helpers to assist its robotaxis when they get stuck, after Waymo came under fire for using remote workers in the Philippines to guide their autonomous vehicles out of sticky situations.The two robotaxi rivals have been engaged in regulatory sniping as they jockey to shape California's new autonomous vehicle regulations. In comments submitted to the stat ...

Aurora Innovation Inc. (NASDAQ:AUR) is one of the best stocks to buy and hold for the next 6 months. On February 12, Cantor Fitzgerald reaffirmed its Overweight rating and $12 price target on Aurora Innovation (NASDAQ:AUR), citing strong progress in autonomous trucking. Aurora Innovation, Inc. (AUR) Strengthens Self-Driving Truck Network and Safety Record The firm noted Aurora’s 4.5 million autonomous miles, including 250,000 driverless miles since April, positioning the company as a leader in self-drivi ...

Mobileye Global Inc. (NASDAQ:MBLY) is one of the best single digit stocks to buy according to analysts. Entering 2026, Mobileye appears well-positioned, supported by new program wins and partnership expansions. The company recently highlighted its new high-volume Surround ADAS program win with a major U.S. OEM alongside progress on its robotaxi services with Volkswagen. More recently, on February 10, Mahindra & Mahindra Ltd. selected Mobileye’s SuperVision and Surround ADAS platforms for at least six fut ...