Core Insights - Western Digital's HDD production capacity has been sold out for 2026, as confirmed by CEO Irving Tan, indicating strong demand in the current market where memory and storage prices are rising significantly [1][3] - The company has secured new formal purchase orders with its top seven customers, including long-term agreements extending to 2028, which are likely from major tech companies investing in data centers [3] - Western Digital is focusing on developing products that meet enterprise customer needs, capitalizing on the rapid construction of large-scale data centers [3][4] Financial Performance - Cloud business revenue constitutes 89% of total revenue, while consumer business revenue is only 5%, highlighting a significant disparity in focus and profitability between the two segments [4] - The shift in focus towards B2B operations has led to a neglect of consumer-level products, as the company prioritizes the more lucrative data center market [4] Market Dynamics - The demand for high-capacity HDDs has surged due to the needs of data centers, reversing the trend where HDDs were losing ground to SSDs before the AI boom [6] - This shift in demand dynamics has resulted in a challenging environment for ordinary consumers, who may face higher prices and limited availability of HDDs [6]

Core Viewpoint - Turkcell Iletisim Hizmetleri A.S. is identified as one of the best undervalued European stocks to buy, with a price target set at TRY126.40 while maintaining a Buy rating from BofA Securities [1]. Group 1: Financial Performance and Projections - Turkcell's revenue is projected to increase by approximately 7% excluding inflation by 2026, with strong margins expected to be around 43% [1][2]. - The company's financial position is anticipated to show a net debt to EBITDA ratio of 0.9x by 2026, which indicates a manageable leverage level [3][4]. - Turkcell is expected to maintain a dividend payment ratio of 50% due to its modest net foreign exchange exposure [4]. Group 2: Growth Catalysts - The commercial introduction of 5G in April 2026 is seen as a potential catalyst for Turkcell's performance [2][3]. - Turkcell's unique presence in data centers is projected to contribute approximately 10% of its revenue over the next five years [2][3]. Group 3: Company Overview - Turkcell Iletisim Hizmetleri A.S. is a Turkish provider of converged telecommunication and technology services, offering tower and satellite services, fixed data services, international roaming services, and voice services [5].

Financial Performance - ArcelorMittal SA reported Q4 2025 earnings per share of $0.86, which is 38.71% higher than the consensus estimate of $0.62, although revenue was below expectations at $14.97 billion [1] Renewable Energy Initiatives - The company plans to create 2.8GW of renewable energy capacity by 2028, which is estimated to add $0.4 billion to EBITDA [2] - ArcelorMittal has already licensed 1.6GW of renewable energy in India, Brazil, and Argentina, with an additional 1.2GW in progress [2] Iron Ore Business Development - The iron ore business in Liberia achieved record exports of 10 million tons in 2025, contributing $0.2 billion to EBITDA [3] - An agreement with the Government of Liberia allows operations to extend until 2050, with a new concentrator expected to ramp up to full capacity in 2026, enabling an expansion to 30 million tons capacity [3] Company Overview - ArcelorMittal SA is a leading steel and mining company that produces and sells steel products for various industries, including automotive, construction, and household appliances [4]

Core Viewpoint - TotalEnergies SE (NYSE:TTE) is identified as one of the best undervalued European stocks, with recent strategic partnerships aimed at enhancing its market presence and supporting the transition to electric vehicles in the Benelux region [1]. Group 1: Partnerships and Collaborations - TotalEnergies SE has launched a shared investment platform with Tikehau Capital to develop electric vehicle charging stations in Belgium and the Netherlands, focusing on crowded public areas [1]. - The company has entered into a 10-year agreement to supply 800 gigawatt-hours of renewable energy to paper maker SWM, which will power three facilities in France from TotalEnergies' renewable production assets totaling about 50 megawatts [3]. Group 2: Company Overview - TotalEnergies SE operates as a global multi-energy company, producing and marketing oil, biofuels, natural gas, renewables, and electricity [4].

Core Viewpoint - Stellantis N.V. (NYSE:STLA) is considered one of the best undervalued European stocks, despite recent downgrades from Morgan Stanley, which highlighted concerns regarding the company's investments, product pipeline, market share, margins, free cash flow, and leverage [1][2]. Group 1: Company Performance - Morgan Stanley downgraded Stellantis N.V. from Overweight to Equalweight, raising the price target to EUR9.20 from EUR8.50, citing the company's lagging performance in several key areas compared to its peers [1]. - Stellantis has experienced significant underperformance relative to other European automakers, although its product selection is gradually improving, which may lead to gains in the U.S. and other markets [2]. Group 2: Market Position and Strategy - The company's exposure to U.S. markets is seen as a structural long-term benefit, as the U.S. market is expected to remain relatively insulated from competition from China for the foreseeable future [3]. - Stellantis designs, engineers, manufactures, distributes, and sells a range of vehicles and mobility services globally, indicating a broad operational scope [3].

Group 1 - Rio Tinto Group (NYSE: RIO) is considered one of the best undervalued European stocks to buy, with an upgrade from Hold to Buy by Erste Group due to its superior return on equity compared to competitors [1] - Analyst Hans Engel predicts that Rio Tinto's sales will grow more strongly in 2026, with significant contributions from copper production in Mongolia [1] - The firm anticipates that silver production will increase alongside copper production, enhancing the company's growth prospects [2] Group 2 - Rio Tinto has met its 2025 production targets for all commodities, achieving copper output of 883,000 tonnes, which exceeds the upper end of its projection range of 875,000 tonnes [2] - The company reported record quarterly iron ore output in Western Australia's Pilbara region during the fourth quarter, with a 4% increase compared to the same period in 2024 [2] - Rio Tinto's operations are segmented into Copper, Iron Ore, Aluminium, and Minerals [3]

GSK plc (NYSE:GSK) ranks among the best undervalued European stocks to buy now. On February 4, GSK plc (NYSE:GSK) announced fourth-quarter earnings that outperformed analyst estimates in several important metrics. Earnings per share for the quarter came in at $0.6989, 9.58% more than the forecast of $0.6378. Revenue also surpassed forecasts, coming in at $11.81 billion versus $11.36 billion, for a 3.96% upside surprise. Pixabay/Public Domain Specialty Medicines was a fairly promising area, with 17% grow ...

Core Insights - Charles River Laboratories International, Inc. (NYSE:CRL) is recognized as one of the top mid-cap AI stocks to invest in according to hedge funds, with a price target increase from $197 to $251 by TD Cowen, indicating a potential upside of 38.49% [1] - The firm anticipates solid quarterly results for Q4 and believes that the 2026 guidance could clarify operating conditions for investors [2] - A new gene therapy collaboration with Gazi University has been announced, focusing on advancing research for Hyperphosphatemic tumoral calcinosis (HTC) [3][4] Company Developments - The collaboration with Gazi University involves providing plasmid DNA for AAV production and support for in vitro efficacy studies, aimed at early-stage gene therapy programs [3][4] - Kerstin Dolph, Corporate Senior Vice President, emphasized the importance of this collaboration in transforming innovative concepts into real-world therapies [4] - Charles River Laboratories operates in various segments including Discovery and Safety Assessment, Research Models and Services, and Manufacturing Solutions, and has a global presence [4]

Beam Therapeutics Inc. (NASDAQ:BEAM) ranks among the best innovative stocks to buy according to Wall Street analysts. H.C. Wainwright reiterated a Buy rating and $80 price target for Beam Therapeutics Inc. (NASDAQ:BEAM) on January 15, citing the company’s developments over its BEAM-302 therapy. This comes after Beam announced that it reached an agreement with the FDA on an expedited approval process for BEAM-302 in alpha-1 antitrypsin deficiency (AATD). Pixabay/Public Domain Beam Therapeutics Inc. (NASD ...

The Trade Desk, Inc. (NASDAQ:TTD) ranks among the best innovative stocks to buy according to Wall Street analysts. On February 3, KeyBanc cut its price target on The Trade Desk, Inc. (NASDAQ:TTD) to $40 from $88 while maintaining an Overweight rating. The reduction reflects KeyBanc’s more conservative growth forecast and lowered EV/EBITDA multiples. Nonetheless, The Trade Desk, Inc. (NASDAQ:TTD) reaffirmed its fourth-quarter 2025 estimates, anticipating revenue growth of “at least $840 million,” a rise o ...