Tuesday, August 25, 2026

WLDN 2026-08-25

Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection

WLDN $1.3B

SA Miletus Research Aug 25 3 clicks

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

Jumia

Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…

TTMI 2026-08-25

TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime

TTMI $13B

SA Jaden Mealy Aug 25 2 clicks

ARQQ 2026-08-25

Arqit Quantum: The Little Boat That Couldn't

ARQQ $374M

SA Luis Cortes Dequidt Aug 25 2 clicks

GEN 2026-08-25

Gen Digital: MoneyLion Opens A New Growth Channel At A Low Valuation

GEN $19B

SA Manimala Misra Aug 25 2 clicks

DNTH 2026-08-25

Dianthus Therapeutics: The C1s Shakeout Strengthens The Bull Case

DNTH $6.2B

SA Equity Eagle Aug 25 2 clicks

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

NRIX 2026-08-24

Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case

NRIX $2.7B

SA Equity Eagle Aug 24 3 clicks

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

RCEL $318M

SA Myriam Alvarez Aug 24 4 clicks

HMY 2026-08-24

Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)

HMY $13B

SA Prakhar Agarwal, CFA Aug 24 4 clicks

UEC 2026-08-24

Uranium Energy Ranks High Among The Bravest Companies I Ever Covered

UEC $6.1B

SA Marc Gerstein Aug 24 3 clicks

CVS 2026-08-24

CVS Health: Discounted, Vertically Integrated Healthcare Winner - Richer Returns Ahead

CVS $119B

SA Juxtaposed Ideas Aug 24 3 clicks