Trade Desk Inc (NASDAQ:TTD) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 2, Cathie Wood’s ARK ETF divested a significant portion of its holdings in Trade Desk Inc (TTD), offloading 1,931,578 shares for nearly $58.6 million. Earlier in the month, Wells Fargo maintained an Equal Weight rating on the stock with a price target of $42. In a research note, Wells Fargo said the sudden resignation of the company’s chief financial officer is a sign of “continued fundamental and narrat ...

Group 1 - Iovance Biotherapeutics Inc. expects to achieve full-year 2025 revenue guidance of $250 to $300 million in the first full calendar year of Amtagvi sales [1][2] - Amtagvi, the treatment regimen for advanced melanoma, is projected to have peak sales potential of up to $1 billion [1] - The company has $307 million in cash and cash equivalents, which will fund operations through the second quarter of 2027 [2] Group 2 - Lifileucel, an in-development treatment for lung cancer, has a commercial opportunity that could be up to 7 times larger than the current melanoma treatment market [2] - Enrollment and data updates for Lifileucel are expected to be completed this year, with a launch anticipated in the second half of 2027 [2] - Iovance Biotherapeutics specializes in developing and commercializing cell therapies as novel cancer immunotherapy products [2]

Core Viewpoint - New Gold Inc. (NYSEAMERICAN:NGD) is considered one of the most undervalued Canadian stocks, with recent price target increases from analysts indicating strong potential for growth in light of rising gold and silver prices driven by economic and geopolitical uncertainties [1][2]. Group 1: Analyst Ratings and Price Targets - Scotiabank analyst Eric Winmill raised the price target for New Gold to $12.75 from $10.50, maintaining an Outperform rating [1]. - Canaccord increased its price target for New Gold to C$18 from C$15 while keeping a Buy rating [2]. Group 2: Company Performance - In Q3 2025, New Gold reported record production at its Rainy River mine, generating $205 million in free cash flow, a 225% increase from the previous quarter, with Rainy River contributing $183 million [4]. - Consolidated production reached 115,200 ounces of gold and 12 million pounds of copper, with all-in sustaining costs significantly reduced to $966 per gold ounce [4]. Group 3: Company Overview - New Gold Inc. is an intermediate gold mining company focused on developing and operating mineral properties in Canada, primarily exploring for gold, silver, and copper deposits [5].

Core Insights - Pelican Bay Capital Management (PBCM) reported a strong performance for its Concentrated Value Strategy, achieving an 8.5% return in Q4 2025, outperforming the Russell 1000 Value Index which returned 3.8% [1] - The full-year return for the strategy was 20.6%, compared to 15.9% for the Index, driven by AI-related stocks and commodities exposure [1] Company Performance - CME Group Inc. (NASDAQ:CME) had a one-month return of 13.31% and a 52-week gain of 21.46%, closing at $297.38 per share with a market capitalization of $106.912 billion on February 5, 2026 [2] - CME Group reported revenue of $1.65 billion in Q4 2025, reflecting an 8% increase from Q4 2024 [4] Investment Decisions - PBCM decided to exit its positions in CME Group Inc. and On Semiconductor, citing that CME was at the high end of fair value and the need to make room for new positions [3] - Despite acknowledging CME's potential, PBCM believes certain AI stocks present greater upside potential and less downside risk [4]

Core Insights - Baron Health Care Fund reported a 13.10% increase in Q4, outperforming the Russell 3000 Health Care Index's 11.92% and the Russell 3000 Index's 2.40% [1] - The fund's annual return was 10.28%, compared to 14.56% and 17.15% for the respective indexes [1] - The fund focuses on businesses with sustainable competitive advantages and strong management, particularly in the healthcare sector, which is expected to show positive momentum through 2026 [1] Company Highlights - Argenx SE (NASDAQ:ARGX) significantly contributed to the fund's performance, with a one-month return of 4.04% and a 52-week gain of 26.86% [2] - As of February 5, 2026, Argenx SE's stock closed at $820.31, with a market capitalization of $50.764 billion [2] - The company is recognized for its leading FcRn inhibitor, Vyvgart, which has exceeded sales expectations and is expected to have strong long-term growth potential [3] Market Position - Argenx SE is not among the top 30 most popular stocks among hedge funds, with 50 hedge fund portfolios holding its shares at the end of Q3, a slight decrease from 53 in the previous quarter [4] - While Argenx SE is viewed as a potential investment, there are AI stocks considered to have greater upside potential and lower downside risk [4]

Core Insights - Strategy Inc. (NASDAQ:MSTR) experienced a significant decline in share prices, reaching a 52-week low due to a drop in Bitcoin's value and disappointing earnings results [1][2][3] Financial Performance - The full-year net loss attributable to shareholders widened by 259% to $4.2 billion from $1.17 billion in 2024, while revenues increased by 3% to $477 million from $463 million year-on-year [2] - In the fourth quarter, the net loss attributable to shareholders was $12.6 billion compared to $670.8 million year-on-year, with revenues rising by 2% to $123 million from $120.7 million year-on-year [3] Market Context - Bitcoin's value dropped by 50% to $62,000 from its all-time high of $126,000, influenced by the Treasury Department's announcement regarding its lack of authority to bail out cryptocurrencies [3] - Investor sentiment was negatively impacted by Michael Burry's comments on Bitcoin's potential decline, suggesting that a further drop to $50,000 could lead to a "death spiral" affecting Bitcoin mining firms [4] Company Position - Strategy Inc. is one of the largest holders of Bitcoin, with a total of 713,502 Bitcoins as of the end of January [4]

Core Viewpoint - Costco Wholesale Corporation (NASDAQ:COST) is recognized as one of the best dividend stocks with a strong competitive advantage, supported by its membership growth and consistent performance in various economic conditions [1][2]. Group 1: Financial Performance - Mizuho raised its price target for Costco from $1,000 to $1,065, maintaining an Outperform rating, anticipating continued support for the stock as membership growth rebounds and consumer spending normalizes [2]. - Over the past five years, Costco's shares have increased by more than 177%, significantly outperforming the S&P 500's approximately 80% gain, demonstrating a consistent and methodical strategy [3]. Group 2: Business Model and Customer Loyalty - Costco's business model is characterized by a strong focus on membership fees, which provide a reliable and recurring source of profit, rather than relying solely on merchandise margins [4]. - The retailer enjoys a high level of customer loyalty, with shoppers drawn to its bulk bargains and low prices, exemplified by popular items like its inexpensive hot-dog combo [4]. Group 3: Dividend History - Costco has a strong track record of dividend payments, having raised its payout for 20 consecutive years, with a current yield of around 0.5%, utilizing only about 25% of its earnings for dividends, allowing for future growth [5].

Core Insights - Diamond Hill Capital's "Small Cap Strategy" reported a favorable performance in Q4 2025, with the Russell 2000 Index gaining 2.19% and a yearly gain of 12.81% [1] - The firm emphasizes a focus on resilient businesses capable of sustaining earnings amid market volatility as it heads into 2026 [1] Company Performance - Taseko Mines Limited (NYSEAMERICAN:TGB) is highlighted as a leading contributor, with a stock price of $8.37 as of February 4, 2026, and a remarkable 41.15% return in the past month, alongside a 318.50% increase over the past year [2][3] - The company's market capitalization stands at $3.019 billion [2] Market Context - Taseko Mines Limited's stock performance in Q4 was bolstered by a more than 15% increase in copper prices and optimism surrounding its Florence, AZ project [3] - Despite its potential, Taseko Mines Limited is not among the top 30 most popular stocks among hedge funds, with 16 hedge fund portfolios holding the stock at the end of Q3, up from 13 in the previous quarter [3]

Core Insights - American Express Company (NYSE:AXP) is projected to double in value by 2030, with recent price target adjustments from Truist and JPMorgan following the company's Q4 2025 results [1][6]. Financial Performance - In the full-year 2025 earnings report, American Express recorded revenues of $72 billion, marking a 10% year-over-year increase [2]. - The company reported an EPS of $15.38, driven by an 18% rise in net card fees, which reached a record $10 billion [2]. - Spending across various categories was robust, with luxury retail spending increasing by 15% and international spending rising by 12% [2]. - Millennial and Gen Z customers now represent the largest share of US consumer spending for American Express [2]. Company Structure - American Express operates as an integrated payments company with four segments: US Consumer Services, Commercial Services, International Card Services, and Global Merchant & Network Services [3].

Core Viewpoint - The stock market experienced significant rotation, leading to confusion among investors on Wednesday [1] Group 1 - The rotation in the stock market can create a messy environment for investors [1]