We recently compiled a list of the 11 Technology Stocks with Insider Buying in 2026. Grindr Inc. (NYSE:GRND) is one of the stocks with Insider buying. TheFly reported earlier this month, on March 2, that Goldman Sachs adjusted its price target for GRND to $17 from $20 and maintained a Buy rating on the stock. Separately, earlier on February 26, Grindr Inc. (NYSE:GRND) revealed its financial results for the fiscal year that concluded on December 31, 2025, emphasizing both operational successes and robust ...

Core Insights - Three platform businesses, Instacart, Booking Holdings, and Grindr, are experiencing strong fundamental growth and expanding margins, yet their stock prices are significantly below analyst targets, indicating a market undervaluation of their operating leverage and network effects [1] Instacart (CART) - Instacart reported revenue of $939 million, surpassing estimates of $933.3 million, with a year-over-year order growth of 14% to 83.4 million and gross transaction value increasing 10% to $9.17 billion [1] - Net income rose 22% year-over-year to $144 million, and adjusted EBITDA climbed 22% to $278 million [1] - The company is focusing on deepening customer and retailer relationships, expanding its advertising ecosystem, and launching AI-powered tools [1] - Instacart's stock is down approximately 15.6% year-to-date, trading below the analyst target price of $49.52, with a forward P/E ratio around 16x [1] Booking Holdings (BKNG) - Booking Holdings achieved revenue of $6.35 billion in Q4 2025, exceeding estimates of $6.14 billion by 3.49%, with room nights growing 9% year-over-year and merchant revenues increasing 27.4% to $4.25 billion [1] - Free cash flow nearly doubled, rising 119.53% year-over-year to $1.42 billion in Q4, and the company generated $26.92 billion in revenue for the full year, up 13.39% year-over-year [1] - The stock is down about 18% year-to-date despite strong results, impacted by a $457 million KAYAK goodwill impairment and $1.38 billion in foreign exchange losses [1] Grindr (GRND) - Grindr reported revenue of $116 million in Q3 2025, a 30% year-over-year increase, with EPS of $0.16, beating estimates by 33% [1] - The adjusted EBITDA margin reached 47%, with indirect ad revenue growing 56% year-over-year to $19 million and direct revenue increasing 25% to $96 million [1] - Grindr's stock is down about 12% year-to-date, trading below the analyst consensus target of $18, with a trailing P/E ratio around 27x [1] Common Characteristics - All three companies exhibit network effects, recurring revenue, and expanding margins, yet their stock prices have declined significantly this year despite beating estimates and providing positive guidance [1]

Amazon Trade - Amazon's recent purchase involved 66,934 shares valued at approximately $14.5 million, with a closing price of $216.82 [1] - The company reported fourth-quarter revenue of $213.39 billion, exceeding estimates, and plans to increase capital expenditures to $200 billion, alongside a $50 billion commitment to OpenAI [2] Alibaba Trade - Ark Invest increased its stake in Alibaba by purchasing 19,583 shares valued at around $2.6 million, with a closing price of $133.27 [3] - This move follows a significant increase in Qwen's monthly active users, rising to 203 million in February from 31.05 million in January [3] Joby Aviation Trade - Ark Invest acquired 200,856 shares of Joby Aviation valued at approximately $2 million, with the stock closing at $9.89 [4] - Joby reported an EPS of -$0.14, beating estimates by 30%, and year-over-year revenue rose to $30.78 million [4] TSMC Trade - Ark Invest reduced its holdings in TSMC by selling 13,663 shares valued at about $4.9 million, with the stock closing at $357.44 [6] - Investor concerns over profitability and macroeconomic pressures have affected TSMC despite recent AI breakthroughs [6] Nextdoor Holdings Trade - Ark Invest sold 1,405,207 shares of Nextdoor Holdings valued at approximately $2.3 million, with a closing price of $1.67 [7] - Nextdoor reported fourth-quarter revenue of $69 million, a 7% year-over-year increase, with a narrowed net loss of $4 million from $12 million [7] Other Key Trades - Amazon stock has a Momentum ranking in the 25th percentile and a Value ranking in the 57th percentile according to Benzinga Edge Stock Rankings [8]

Core Insights - Grindr was close to going private after majority owners sought to remove it from the public market, but discussions ended and one owner sold shares [1][6] Transaction Summary - Majority owner James Lu sold 1.45 million shares of Grindr for a total transaction value of $14.6 million [2] - Post-transaction, Lu holds only 4,455 shares directly, while indirect holdings are reduced to 18,432,101 shares [2][8] Company Overview - Grindr Inc. operates a social networking and dating app for LGBTQ communities, utilizing a dual revenue model of advertising and premium subscriptions [5] - As of February 14, 2026, Grindr's market capitalization is $1.86 billion, with a revenue of $411.55 million and a one-year price change of -45.54% [4] Recent Developments - Lu and fellow majority owner Raymond Zage previously proposed a buyout at $18 per share, significantly above the current price, but negotiations were terminated due to financing concerns [6][9] - The company is under investigation for potential breaches of fiduciary duties related to the termination of buyout negotiations [9] Subscription Service Pilot - Grindr is testing a new subscription service called "Edge," which offers AI-powered features, with proposed prices reaching as high as $499, significantly higher than its current highest subscription of $44.99 [9][10]

Meta Platforms, Inc. (NASDAQ:META) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Barclays Keeps an Overweight rating on Meta Platforms, Inc. (META) On January 29, 2026, TheFly reported that Barclays kept its Overweight rating. It boosted its price objective for Meta Platforms, Inc. (NASDAQ:META) to $800 from $770. The corporation reported that the firm was back to business in the fourth quarter and that the first quarter’s growth in advertising revenue exceeded thirty percent. Barclays ...

Core Viewpoint - X Corp, owned by Elon Musk, has filed a lawsuit against major music publishers, alleging collusion to prevent the company from negotiating individual licensing agreements for musical works, which violates federal antitrust laws [1][2][3] Group 1: Lawsuit Details - The lawsuit was filed in a Texas federal district court and includes major publishers such as Sony Music, Universal Music, and Warner Chappell [1] - X Corp claims it has been unable to acquire musical composition licenses from individual publishers on competitive terms, suggesting that the collective action of these publishers aimed to impose inflated licensing rates [2][3] - The lawsuit alleges that music publishers representing over 90% of copyrighted music in the US collaborated through the National Music Publishers' Association to act against X Corp [5][8] Group 2: Impact on X Corp - X Corp states that the publishers have been sending numerous takedown requests weekly, seeking the removal of thousands of posts containing copyrighted music, which has pressured the company into accepting unfavorable licensing terms [5][8] - The lawsuit claims that X has already taken down thousands of posts and suspended over 50,000 users, negatively impacting its user base and advertising revenue [8] - X Corp is seeking to restore fair competition in music licensing and to be compensated for lost advertising income [8] Group 3: Previous Legal Context - In 2024, X Corp successfully had most of a 2023 lawsuit filed by 17 music publishers dismissed, which accused the company of copyright violations involving nearly 1,700 songs and sought over $250 million in damages [6][8] - The latest lawsuit indicates that some of the involved publishers have shown willingness to settle the dispute through individual agreements [6][8]

Group 1: Coupang Data Breach - Coupang, South Korea's largest e-commerce platform, announced compensation exceeding $1 billion for victims of its massive data breach, the largest in the country's history [5] - Each of the 33.7 million affected customers will receive vouchers worth up to 50,000 won ($35), distributed in phases starting January 15, 2026 [6] - Coupang's CEO, Park Dae-jun, stepped down after taking responsibility for the breach, while interim CEO Harold Rogers called it a "pivotal moment" and pledged a customer-centric shift to rebuild trust [6][7] Group 2: LandSpace and Space Industry - China's private rocket company LandSpace is preparing to challenge Elon Musk's SpaceX by advancing its reusable rocket technology and plans to go public to fund future projects [7] - Despite a failed test of its Zhuque-3 rocket, LandSpace aims to compete with SpaceX, which could boost China's space industry historically dominated by state-owned companies [8] - LandSpace's chief designer highlighted the financial support that SpaceX receives, which allows for riskier testing, indicating that similar support is needed for Chinese private companies to thrive in commercial space flight [10]

Core Insights - Voya Investment Management's "Voya MI Dynamic Small Cap Fund" experienced underperformance in Q3 2025, primarily due to stock selection issues despite a strong recovery in equity markets [1] - The fund's performance was negatively impacted by its overweight position in Grindr Inc. (NYSE:GRND), which reported disappointing Q2 2025 results [3] Fund Performance - The equity markets rebounded significantly in Q3 2025, recovering from earlier volatility caused by tariffs, with growth stocks outperforming value stocks [1] - The fund underperformed the index on a NAV basis during the quarter [1] Grindr Inc. (NYSE:GRND) Analysis - Grindr Inc. had a one-month return of -11.07% and a 52-week loss of 12.97%, closing at $13.49 per share with a market capitalization of $2.59 billion as of December 5, 2025 [2] - The stock was identified as a primary detractor from the fund's performance, influenced by a negative shift in its earnings results compared to previous quarters [3] Hedge Fund Interest - Grindr Inc. was held by 29 hedge fund portfolios at the end of Q3 2025, a decrease from 32 in the previous quarter [4] - Despite a 30% year-over-year revenue increase to $116 million, the company is viewed as having less upside potential compared to certain AI stocks [4]

Meta has poached Apple's most prominent design executive in a major coup that underscores a push by the social networking giant into AI-equipped consumer devices https://t.co/8rL7ilyjsr ...

Core Insights - A federal judge ruled in favor of Meta Platforms, Inc. against the FTC's antitrust charges, which claimed that Meta holds a monopoly in social networking [1] - The ruling is viewed positively for major tech companies like Amazon, which are also facing FTC scrutiny [2] - Meta's spokesperson emphasized the company's contributions to innovation and economic growth, indicating a commitment to continue investing in America [2] Company Overview - Meta Platforms, Inc. is a California-based company founded in 2004, focusing on products that enable sharing and connection across devices [3] - The company operates through two segments: Family of Apps and Reality Labs [3] Analyst Ratings and Price Targets - Cantor Fitzgerald reduced its price target for Meta from $830 to $720 while maintaining an 'Overweight' rating [2] - Freedom Capital upgraded Meta's stock from 'Hold' to 'Buy' with a price target of $800 [2]