Core Insights - Toast is a fintech company that has established a strong recurring revenue model, particularly in the restaurant sector, which is often overlooked by long-term investors [1][2] - The company’s Annualized Recurring Revenue (ARR) has grown approximately 30% year-over-year, surpassing $1.9 billion in mid-2025 and expected to exceed $2 billion by Q3 2025 [3] - Toast has achieved GAAP profitability for the first time in full-year 2024, reporting a net income of $19 million and Adjusted EBITDA of $373 million [5][6] Revenue Model - Toast's platform includes essential services for small business owners, such as point-of-sale software, payment processing, payroll, and analytics, which contribute to its recurring revenue [3][4] - The company has a significant market opportunity, with a total addressable market of approximately 1.4 million potential locations, while currently servicing around 156,000 restaurant locations [8] Growth and Expansion - Toast's new offerings, such as Toast IQ and Toast Advertising, are designed to enhance customer engagement and increase revenue per customer over time, indicating a strategy of expansion revenue [9] - The company is positioned as a subscription-first fintech with real earnings and improving margins, suggesting a long runway for growth and market share acquisition [10] Market Position and Strategy - Toast's business model is less dependent on restaurant sales volume, as its revenue is derived from software and payment fees, providing a more stable cash flow even during economic downturns [11] - The company is viewed as a long-term compounder, with a focus on deepening monetization rather than merely increasing the number of locations [12] Investment Considerations - Investors are advised to consider average entry points during market volatility, as restaurant spending is cyclical and sensitive to macroeconomic conditions [12] - Monitoring Toast's progress in enterprise and international expansion could be crucial for long-term valuation growth [12]

On February 2, Wilson Asset Management reported selling out of Sportradar Group AG (NASDAQ:SRAD), exiting 322,342 shares for an estimated $8.67 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 2, Wilson Asset Management sold its entire holding of 322,342 shares in Sportradar Group AG (NASDAQ:SRAD) during the fourth quarter. The quarter-end position value for SRAD decreased by $8.67 million, reflecting the complete divestment and stock price movement. W ...

Genius Sports Limited (NYSE:GENI) ranks among the best high growth European stocks to buy. On January 21, Stifel began coverage of Genius Sports Limited (NYSE:GENI) with a Hold rating and a $10 price target, citing the company’s “attractive ‘picks & shovels’ model” in the online sports betting industry, as well as its recurring revenues, solid net revenue retention, wide moat, and financial potential. Although investors have long been concerned about competition for data rights, Stifel said that the indu ...

Mobile technology company AppLovin Corporation (APP) has caught the attention of Needham analyst Bernie McTernan, who upgraded the stock from “Hold” to “Buy” with a price target of $700. The analyst cited the company’s additional work on its e-commerce operations to propel its e-commerce revenue growth this year. In addition, McTernan raised the 2026 e-commerce revenue estimate from $1.05 billion to $1.45 billion, assuming growth in advertisers from its self-service launch and increased expenditures. Mor ...

Valued at a market cap of $399.2 billion, Palantir Technologies Inc. (PLTR) is a software company that specializes in data integration, analytics, and artificial intelligence platforms. The Denver, Colorado-based company provides tools that help governments and enterprises manage, analyze, and derive insights from complex and large-scale datasets, supporting decision-making across diverse areas. This software company has significantly outpaced the broader market over the past 52 weeks. Shares of PLTR hav ...

Moody’s Corporation (NYSE:MCO) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Morgan Stanley Sees Issuance Momentum Supporting Moody’s (MCO) Results Photo by Annie Spratt on Unsplash On January 22, Morgan Stanley analyst Toni Kaplan raised her price target on Moody’s Corporation (NYSE:MCO) to $526 from $520 and kept an Equal Weight rating. The move followed a stronger-than-expected finish to the quarter. Kaplan said solid issuance in December capped off what she described as “a ...

Key Points Tran Capital Management (TCM) sold 147,591 shares of SPS Commerce, valued at $15.37 million at the quarterly average price. TCM's quarter-end position value decreased by $15.37 million, reflecting share sales and stock price movement. The transaction represented a 1.84% change in the fund’s 13F AUM. TCM's post-trade stake: 0 shares, $0 value. The position was previously approximately 1.8% of the fund's AUM as of the prior quarter. These 10 stocks could mint the next wave of millionair ...

Core Insights - Genius Sports Limited (GENI) is identified as one of the top high growth mid-cap stocks to buy, highlighting its potential in the market [1] Group 1: Company Overview - Genius Sports Limited is a global sports data and technology company that supports the sports, betting, and media ecosystem by capturing and distributing live sports data, streaming, analytics, and integrity services [4] Group 2: Market Opportunities - Wells Fargo upgraded GENI to Overweight from Equal Weight and raised its price target to $16 from $13, emphasizing the media and advertising opportunities presented during the company's November Investor Day [2] - The firm believes that the assumptions around direct NFL advertising and related brand opportunities may be conservative through 2028, indicating potential upside beyond management's long-term outlook [3] - Media revenue for GENI could reach approximately $350 million by 2028, surpassing the company's target of $300 million, with the NFL expected to contribute more than $50 million in self-serve advertising revenue [3]

Group 1 - S&P Global Inc. is considered one of the best long-term stocks to buy, with recent price target increases from Morgan Stanley and Evercore ISI indicating positive market sentiment [1][2] - Morgan Stanley raised its price target for S&P Global to $627 from $620, citing robust activity in December that capped off a strong issuance quarter [1] - Evercore ISI analyst David Motemaden increased the price target for S&P Global to $632 from $629, maintaining an Outperform rating and expressing a positive outlook for rating agencies in 2026 [2] - Goldman Sachs also raised its price target for S&P Global to $640 from $637, anticipating healthy growth in debt issuance volumes and ratings revenue due to structural and cyclical tailwinds [3] Group 2 - S&P Global provides credit ratings, benchmarks, analytics, and workflow solutions across global capital, commodity, and automotive markets [4]

Core Viewpoint - S&P Global Inc. is positioned for growth with strong earnings expectations and a successful acquisition, although its stock performance has lagged behind broader market indices [2][5][6]. Financial Performance - The company is expected to report Q4 2025 earnings of $4.26 per share, reflecting a 13% increase from $3.77 per share in the same quarter last year [2]. - For the current fiscal year, analysts project an EPS of $17.79, up 13.3% from $15.70 in fiscal 2024, with further growth anticipated to $19.79 in fiscal 2026, representing an 11.2% year-over-year increase [3]. Stock Performance - SPGI stock has increased by 12.8% over the past 52 weeks, which is below the S&P 500 Index's rise of 19.7% and the State Street Financial Select Sector SPDR ETF's return of 16.8% during the same period [4]. Recent Developments - On November 25, SPGI stock rose by 1% following the acquisition of With Intelligence for $1.8 billion, enhancing the company's data and analytics capabilities in private markets [5]. - Shares increased by 3.9% on October 30 after a stronger-than-expected Q3 2025 earnings report, with a consensus "Strong Buy" rating from analysts [6]. Analyst Sentiment - Among 26 analysts covering SPGI, 20 recommend a "Strong Buy," three suggest a "Moderate Buy," and three advise a "Hold," with an average price target of $617.45, indicating a potential upside of 13.4% from current levels [6].