Luis Alvarez Recent analyst activity includes bullish shifts for Hims & Hers ( HIMS ) and NVIDIA ( NVDA ), with analysts highlighting regulatory potential and massive execution in the AI space as key drivers for these upgrades. On the downgrade side, Marvell ( MRVL ) and Verizon ( VZ ) have seen rating cuts reflecting concerns over stretched valuations following rallies and emerging long-term disr...
Luis Alvarez Recent analyst activity includes bullish shifts for Hims & Hers ( HIMS ) and NVIDIA ( NVDA ), with analysts highlighting regulatory potential and massive execution in the AI space as key drivers for these upgrades. On the downgrade side, Marvell ( MRVL ) and Verizon ( VZ ) have seen rating cuts reflecting concerns over stretched valuations following rallies and emerging long-term disruption risks from competitors like Amazon. Upgrades Hims & Hers Health ( HIMS ): Upgrade to Buy by Petri Dish Reports . The analyst points to a critical regulatory junction regarding compounded GLP-1 therapies that could significantly validate the company’s business model and reverse its current valuation discount. “I feel Hims is being valued less like a mature healthcare company and more like a hybrid consumer-tech platform here, with it being cheap on sales because of scepticism around durability and regulation but still pretty expensive on earnings because investors expect operating leverage and monetisation to improve meaningfully if their growth initiatives play out.” Nvidia ( NVDA ): Upgrade to Buy by Joseph Parrish . The upgrade is driven by NVIDIA’s exceptional execution and a massive order backlog from hyperscalers that secures growth through 2027, with attractive free cash flow margins supporting the valuation. “ Other megacaps have hundreds of billions in revenue because people need groceries, phones, and energy. Nvidia's value-add was still too abstract to me, and I doubted it. It didn't look doomed, but I couldn't see the reason to buy...But now I don't have those doubts. I think it brings tangible value, and I want to get into that. ” Downgrades Marvell Technology ( MRVL ): Downgrade Buy to Hold by Juxtaposed Ideas . Despite strong fundamentals in the AI and data center sectors, the analyst believes the stock’s recent rally has pushed the valuation to unsustainable levels with significant downside risk. “Despite their structurally robust, profitable growth pr...
Luis Alvarez Recent analyst activity includes bullish shifts for Hims & Hers ( HIMS ) and NVIDIA ( NVDA ), with analysts highlighting regulatory potential and massive execution in the AI space as key drivers for these upgrades. On the downgrade side, Marvell ( MRVL ) and Verizon ( VZ ) have seen rating cuts reflecting concerns over stretched valuations following rallies and emerging long-term disr...
Luis Alvarez Recent analyst activity includes bullish shifts for Hims & Hers ( HIMS ) and NVIDIA ( NVDA ), with analysts highlighting regulatory potential and massive execution in the AI space as key drivers for these upgrades. On the downgrade side, Marvell ( MRVL ) and Verizon ( VZ ) have seen rating cuts reflecting concerns over stretched valuations following rallies and emerging long-term disruption risks from competitors like Amazon. Upgrades Hims & Hers Health ( HIMS ): Upgrade to Buy by Petri Dish Reports . The analyst points to a critical regulatory junction regarding compounded GLP-1 therapies that could significantly validate the company’s business model and reverse its current valuation discount. “I feel Hims is being valued less like a mature healthcare company and more like a hybrid consumer-tech platform here, with it being cheap on sales because of scepticism around durability and regulation but still pretty expensive on earnings because investors expect operating leverage and monetisation to improve meaningfully if their growth initiatives play out.” Nvidia ( NVDA ): Upgrade to Buy by Joseph Parrish . The upgrade is driven by NVIDIA’s exceptional execution and a massive order backlog from hyperscalers that secures growth through 2027, with attractive free cash flow margins supporting the valuation. “ Other megacaps have hundreds of billions in revenue because people need groceries, phones, and energy. Nvidia's value-add was still too abstract to me, and I doubted it. It didn't look doomed, but I couldn't see the reason to buy...But now I don't have those doubts. I think it brings tangible value, and I want to get into that. ” Downgrades Marvell Technology ( MRVL ): Downgrade Buy to Hold by Juxtaposed Ideas . Despite strong fundamentals in the AI and data center sectors, the analyst believes the stock’s recent rally has pushed the valuation to unsustainable levels with significant downside risk. “Despite their structurally robust, profitable growth pr...
Netflix (NASDAQ: NFLX) released its first quarterly report since the drama surrounding the acquisition of Warner Bros. Discovery ended with Netflix declining to raise its bid and receiving a $2.8 billion payout instead. Shares tanked even after a solid quarter, as investors were hoping for better forward guidance. One Wall Street analyst thinks today's move is a great buying opportunity for invest...
Netflix (NASDAQ: NFLX) released its first quarterly report since the drama surrounding the acquisition of Warner Bros. Discovery ended with Netflix declining to raise its bid and receiving a $2.8 billion payout instead. Shares tanked even after a solid quarter, as investors were hoping for better forward guidance. One Wall Street analyst thinks today's move is a great buying opportunity for investors. Image source: The Motley Fool. Continue reading
LordHenriVoton/E+ via Getty Images Intro If an investor is seeking opportunities in the beaten-down food sector, in my view, it’s hard to overlook two of the biggest names in the game: The Campbell's Company ( CPB ) and General Mills, Inc. ( GIS ). They rank among the largest food producers in the U.S., with General Mills standing fifth behind Kraft Heinz ( KHC ) and Campbell's holding the elevent...
LordHenriVoton/E+ via Getty Images Intro If an investor is seeking opportunities in the beaten-down food sector, in my view, it’s hard to overlook two of the biggest names in the game: The Campbell's Company ( CPB ) and General Mills, Inc. ( GIS ). They rank among the largest food producers in the U.S., with General Mills standing fifth behind Kraft Heinz ( KHC ) and Campbell's holding the eleventh spot just after Conagra Brands ( CAG ). Both names have almost similarly shed roughly 60% of their value over the past three years — a decline large enough, in my view, to warrant a closer look at whether the market has overshot to the downside and might now be offering quality companies at attractive prices. I think the first thing that catches the investor's eye is definitely their juicy yields, with GIS at 7.1% and CPB at 7.6% as of this writing. The second is how similar their trajectories appear when you compare their charts. GIS, CPB 3 year charts (Seeking Alpha) It almost seems like the two stocks share a similar investor base, given how they have trended down in nearly synchronized fashion. When comparing the scale of the two companies, the difference is still meaningful—GIS is roughly 3x larger in market cap and has about 2.5x more employees. GIS, CPB Profiles (Seeking Alpha) Although the revenue difference is smaller, General Mills is some 1.8x larger, with $18.4 billion in total sales compared to Campbell Soup’s $10 billion. Let’s compare these two companies head‑to‑head to see if they truly are like twins—not just in their charts, but also in the challenges they face—or if one still manages to outshine the other. General Mills in Brief General Mills is a global packaged food company best known for its cereals, snacks, meals, and pet foods. Headquartered in Minneapolis, Minnesota, it produces and distributes over 100 brands across six continents. With a global team of more than 30,000 employees, it highlights its presence through the following key figures: GIS ...
Henrik5000/iStock via Getty Images Lotus Technology ( LOT ), a car manufacturer, has done something it has not done much of in recent years, which is to move higher, unlike the downwards movement the stock tended to display for much of the past several years. The unusual price action coincided with the release of the Q4 FY2025 report from LOT on April 10. This report contained a number of positive...
Henrik5000/iStock via Getty Images Lotus Technology ( LOT ), a car manufacturer, has done something it has not done much of in recent years, which is to move higher, unlike the downwards movement the stock tended to display for much of the past several years. The unusual price action coincided with the release of the Q4 FY2025 report from LOT on April 10. This report contained a number of positive signs, which likely contributed to the positive reaction from the market, but it was also similar in certain ways to preceding reports in that it showed that LOT remains a company with many issues that need to be resolved, including persistent losses. If LOT is to convince buyers to get in, which it will need to do to sustain a rally, a lot more progress will be needed. LOT lost ground, but it has done better lately LOT may not have the same brand recognition it once had in the automobile market, but the car brand has been around for well over seventy years, or longer than many other car brands. LOT tends to focus on the higher-end of the market with its long history in high-performance sportscars, and a substantial portion of total sales are of the latter variety, but it also makes SUVs and sedans. However, LOT went through a lot of changes over the years, including some rather turbulent times, which resulted in change of ownership a number of times. Its roots are in the United Kingdom, but LOT is currently majority-owned by Geely ( GELYF ), a carmaker from China. Geely has its own vision as to where LOT needs to go and this has resulted in changes at LOT. The market for cars in China has been shifting towards electrical vehicles, which now make up roughly half of all cars sold, and LOT has followed in the footsteps of this transition. LOT will focus exclusively on electric cars by giving up on traditional gasoline-powered cars, which aligns with how the market in China, its largest, is developing. Source: Thiinkorswim app Yet LOT has struggled in recent years. This is re...
wishispower/iStock Editorial via Getty Images American Express’ ( AXP ) earnings are just around the corner as the New York City-based company is set to report its numbers on April 23rd before the opening bell. The period between 4Q25 and 1Q26 has been quite tough for the financial services space. This is especially evident when considering U.S. large banks' share price performance, as well as con...
wishispower/iStock Editorial via Getty Images American Express’ ( AXP ) earnings are just around the corner as the New York City-based company is set to report its numbers on April 23rd before the opening bell. The period between 4Q25 and 1Q26 has been quite tough for the financial services space. This is especially evident when considering U.S. large banks' share price performance, as well as consumer mass-market companies like Capital One ( COF ), spending benchmarks like Visa ( V ) and Mastercard ( MA ), and Amex itself, all of which have failed to outperform the broader market (with a few exceptions such as Citigroup ( C ) and Morgan Stanley ( MS )). Data by YCharts The market has, however, projected that Amex will be able to deliver around $3.99 in EPS in 1Q26, which would be a high-single-digit increase compared to the same quarter last year. The caveat is that Amex is coming off a two-cent EPS miss in 4Q25 , which may suggest that ~9% YoY growth could be a bullish projection. Even in the 1Q26 earnings season, the market seems to react more positively in recent days after U.S. large banks reported their numbers, where provisions have not been aggressively higher than expected, as in the case of Bank of America ( BAC ) and JPMorgan ( JPM ). In terms of credit, stable delinquencies and gradually rising charge-offs also highlight a scenario of normalization rather than deterioration. This matters to Amex, as it reinforces the idea that the consumer remains healthy (especially the premium), which, in theory, supports resilient spending. But since I suspect that we are not in an early stage of economic acceleration, I would argue that the lack of any meaningful change in credit trends also suggests that there is no clear acceleration in underlying demand—something quite muted for financial services stocks that trade at multiple premiums. Still Growing, But No Longer Accelerating In my work on Amex in October last year, I had highlighted the main reason why I apprec...
(RTTNews) - Canadian stocks moved higher on Friday, lifting the benchmark S&P/TSX Composite Index to its highest level since March 2, as investors reacted to news that Iran has declared the Strait of Hormuz completely open to commercial traffic on the heels of the 10-day ceasefir
(RTTNews) - Canadian stocks moved higher on Friday, lifting the benchmark S&P/TSX Composite Index to its highest level since March 2, as investors reacted to news that Iran has declared the Strait of Hormuz completely open to commercial traffic on the heels of the 10-day ceasefir
Getty Images The NASDAQ rose for the 12th straight trading session on Thursday. That is the tech-heavy's index longest winning streak since 2009, when the country was taking its first baby steps out of the Great Financial Crisis. I have to admit I am feeling quite myopic right now, as I am not seeing the same economic backdrop that Mr. Market is at the moment. That said, Friday morning's announcem...
Getty Images The NASDAQ rose for the 12th straight trading session on Thursday. That is the tech-heavy's index longest winning streak since 2009, when the country was taking its first baby steps out of the Great Financial Crisis. I have to admit I am feeling quite myopic right now, as I am not seeing the same economic backdrop that Mr. Market is at the moment. That said, Friday morning's announcement that the Strait of Hormuz will be fully opened during the current ceasefire is a huge positive for equities. Let's hope this holds and is extended. Atlanta Fed's GDPNow - 04/09/2026 That said, since the war in Iran began, GDP forecasts for Q1 have been slashed. Huge spikes in energy and commodity prices guarantee inflation will surge in the months ahead. Global supply chains will take months to mend, even if the Strait of Hormuz is fully reopened and remains that way. And the massive costs of the conflict were the last thing the federal budget needed as federal debt quickly approaches the $40 trillion level. On a brighter note, the market did continue to see solid results from banks like Morgan Stanley ( MS ) and Bank of America ( BAC ) on Thursday as the Financials kicked off first quarter earnings season. However, it is much easier to find signs of irrationality in this market than reasons for optimism. In today's column, I highlight six irrational signposts in the current market. OpenAI's Valuation: Late in March, OpenAI ( OPENAI ) raised just over $120 billion in new funding at an eyepopping valuation of $852 billion. Of course, roughly $85 billion of this funding round consisted of conditional commitments, compute credits, and future tranches. This a great example of the massive amounts of circular financing that has powered the AI ecosystem for years now. Bloomberg Reporting This has allowed OpenAI to make roughly $1.4 trillion in commitments for future computing power. This is a company that is burning through billions of dollars a quarter and will not be profita...
Boy, 16, among those charged in connection with attempted firebombing at Volant Media offices in Wembley Three people, including a 16-year-old boy, have appeared in court charged in connection with the attempted firebombing of a Persian media company in north-west London. Oisin McGuinness, 21, Nathan Dunn, 19, and a 16-year-old boy appeared together in the dock at Westminster magistrates court on ...
Boy, 16, among those charged in connection with attempted firebombing at Volant Media offices in Wembley Three people, including a 16-year-old boy, have appeared in court charged in connection with the attempted firebombing of a Persian media company in north-west London. Oisin McGuinness, 21, Nathan Dunn, 19, and a 16-year-old boy appeared together in the dock at Westminster magistrates court on Friday charged with arson with intent to endanger life. Continue reading...
Earnings Call Insights: Cohen & Steers (CNS) Q1 2026 Management View "Yesterday, we reported earnings of $0.79 per share as compared to $0.81 sequentially. Revenue for Q1 increased from the prior quarter by 0.3% to $144.3 million." (Interim CFO Michael Donohue) "Ending AUM in Q1 was $93.1 billion, which was up from $90.5 billion at the end of Q4." (Interim CFO Donohue) "The first quarter's fundame...
Earnings Call Insights: Cohen & Steers (CNS) Q1 2026 Management View "Yesterday, we reported earnings of $0.79 per share as compared to $0.81 sequentially. Revenue for Q1 increased from the prior quarter by 0.3% to $144.3 million." (Interim CFO Michael Donohue) "Ending AUM in Q1 was $93.1 billion, which was up from $90.5 billion at the end of Q4." (Interim CFO Donohue) "The first quarter's fundamental highlights include net inflows of $497 million a strong one unfunded pipeline of $1.7 billion, characterized by good velocity with continued fundings and new mandates, stable fee rates strong absolute performance and neutral relative performance." (CEO Joseph Harvey) "Our corporate strategy for active ETFs is going very well. Total AUM for our first five ETFs is currently $675 million." (CEO Harvey) "Our nontraded REIT Cohen & Steers Income Opportunities REIT has established a portfolio of 11 properties owned or under contract totaling $650 million in assets and continues to provide investment performance at the top of the real estate peer group with 10.6% annualized returns since inception against the 4.3% peer average." (CEO Harvey) "On a 1-year basis, 86% of our AUM has outperformed its benchmark, while our 3- and 5-year outperformance rates are both above 97%. 95% of our open-end fund AUM is rated 4- or 5-star by Morningstar, which is up from 90% last quarter." (President & Chief Investment Officer John Cheigh) Outlook "With respect to compensation and benefits, we would expect our compensation ratio to remain at 40% as we experienced in Q1." (Interim CFO Donohue) "We expect G&A to increase in the mid-single digits for the year as compared to the prior year." (Interim CFO Donohue) "Lastly, regarding 2026 guidance, we expect our effective tax rate to remain consistent at 25.5% on an as-adjusted basis." (Interim CFO Donohue) "We announced the conversion of our future of energy open-end fund to an ETF which should occur sometime midyear." (CEO Harvey) Financial Result...
Champion-in-waiting can extend his prize money record He has had a winner at 39 of 41 jumps tracks this season Dan Skelton is already certain to be crowned the UK’s champion trainer over jumps for the first time this season, but still has a few remaining targets in the final days of what is already a record-breaking campaign. Skelton became the first trainer to reach £4m in prize money in a Britis...
Champion-in-waiting can extend his prize money record He has had a winner at 39 of 41 jumps tracks this season Dan Skelton is already certain to be crowned the UK’s champion trainer over jumps for the first time this season, but still has a few remaining targets in the final days of what is already a record-breaking campaign. Skelton became the first trainer to reach £4m in prize money in a British jumps season less than a month ago, and will send five runners on the 320-mile trip to Ayr on Saturday as he looks to make a big dent in the £200,000 required to pass £5m. Continue reading...
Almost seven weeks after the start of the conflict in the Middle East, Iran announced on Friday that a crucial maritime passageway for seaborne oil was “completely open” for commercial vessels — but only as long as the Lebanon-Israel cease-fire agreement is in effect.
Almost seven weeks after the start of the conflict in the Middle East, Iran announced on Friday that a crucial maritime passageway for seaborne oil was “completely open” for commercial vessels — but only as long as the Lebanon-Israel cease-fire agreement is in effect.
alexsl Shares of Corvus Pharmaceuticals ( CRVS ) spiked on Friday after Goldman Sachs launched its coverage with a Buy recommendation and a $40 target, calling the biotech’s lead candidate, soquelitinib, a pipeline-in-a-product. Analyst Paul Choi's bullish view comes at a time when shares of the South San Francisco, California-based company have climbed more than 400% over the past 12 months. Howe...
alexsl Shares of Corvus Pharmaceuticals ( CRVS ) spiked on Friday after Goldman Sachs launched its coverage with a Buy recommendation and a $40 target, calling the biotech’s lead candidate, soquelitinib, a pipeline-in-a-product. Analyst Paul Choi's bullish view comes at a time when shares of the South San Francisco, California-based company have climbed more than 400% over the past 12 months. However, Choi argued that Corvus ( CRVS ) shares are attractively positioned, as the stock, at its current valuation, has yet to reflect soquelitinib’s potential against atopic dermatitis and other related autoimmune conditions, as well as peripheral T-cell lymphoma. The analyst noted that all those programs have catalysts scheduled for the next 12-18 months. Choi identified soquelitinib as one of the most promising candidates for refractory atopic dermatitis, a condition with a large unmet need for next-gen therapies, according to key opinion leaders. "While it is still at an early developmental stage, we can envision CRVS leveraging soquelitinib and gradually maturing into large-cap biotech over the long term," the analyst added. More on Corvus Pharmaceuticals Corvus Pharmaceuticals: Strong Clinical Narrative, Already Priced For Success Corvus Pharmaceuticals, Inc. (CRVS) Q4 2025 Earnings Call Transcript Corvus Pharmaceuticals, Inc. (CRVS) Discusses Phase 1 Clinical Trial Results of Soquelitinib in Atopic Dermatitis with Focus on Cohort 4 - Slideshow Corvus outlines cash runway into Q2 2028 and targets mid-2027 Phase II readout for soquelitinib in atopic dermatitis Corvus Pharmaceuticals Q4 2025 Earnings Preview