Owen Franken/Stockbyte via Getty Images A few months ago, I gave TransMedics Group, Inc. ( TMDX ) a "Strong Buy" rating. In my prior article , I stated that I liked that revenue was continuing to grow, the business has numerous paths forward to expand and diversify, and I liked that the company's CEO and founder, Waleed Hassanein, was buying shares. There are numerous reasons why a CEO might sell ...
Owen Franken/Stockbyte via Getty Images A few months ago, I gave TransMedics Group, Inc. ( TMDX ) a "Strong Buy" rating. In my prior article , I stated that I liked that revenue was continuing to grow, the business has numerous paths forward to expand and diversify, and I liked that the company's CEO and founder, Waleed Hassanein, was buying shares. There are numerous reasons why a CEO might sell shares, but I believe there's only one reason a CEO is buying, and that's because even brighter days are ahead. Since that article, TransMedics is up over 25%, solidly beating the S&P 500, which is up by roughly 8%. So far in 2026, TransMedics is up by 10%, which is beating the mere 1% return from the S&P 500. TransMedics continues to be a core holding for me, and I remain quite bullish on this business. I'll tell you why and discuss the company's latest financial results. Let's dig in! OCS Growth In my prior article, I noted that TransMedics has an edge in transplant technology with their Organ Care System (OCS) compared to traditional options like cold storage. Currently, the company's OCS platform is the only multi-organ, portable, warm perfusion platform that supports lung, heart, and liver transplants. Thanks to this technology, more transplants have been able to occur, yet TransMedics believes there remains underutilization of donor organs in the United States, as you can see in the graphic below from a recent presentation : Investor Presentation When asked about where additional market penetration will come from, here is what Hassanein stated in the company's Q3 earnings call : "We think we are early in our liver penetration, and we have a long greenfield opportunity in liver transplant to grow our adoption rate over the next several years, not just 2026. Where is it coming from? It's going to come from DBD penetration. It's going to come from more DCD penetration. It's going to be coming from more challenging—from the expansion potentially of the DCD wait period. So...
hapabapa/iStock Editorial via Getty Images Over the past few months, a tectonic shift has taken place in the stock markets. Investors have sold off software stocks in droves, arguing that agentic AI will eventually make many applications obsolete. At the same time, the market has chased supply-constrained chip stocks, which have been the primary inputs to a booming data center buildout. Even Palan...
hapabapa/iStock Editorial via Getty Images Over the past few months, a tectonic shift has taken place in the stock markets. Investors have sold off software stocks in droves, arguing that agentic AI will eventually make many applications obsolete. At the same time, the market has chased supply-constrained chip stocks, which have been the primary inputs to a booming data center buildout. Even Palantir ( PLTR ), the poster child of AI stocks, has suffered a ~25% correction from peaks, technically putting the stock in a bear market. While I won't argue that Palantir certainly had some valuation premium that it needed to burn off, its fundamentals are also terrific, as amply demonstrated by its latest Q4 earnings print (which drove a ~5% post-market bump). In my view, this is an excellent time to accumulate shares of Palantir while they're taking a breather. Data by YCharts I last wrote a buy article on Palantir in November, when the stock was trading at $207 per share. Since then, Palantir has taken its fair share of a beating in the stock market as software stocks collapsed, and yet, for investors who are forward-looking, look ahead to the company's immense commercial backlog growth and its insatiable top-line acceleration. I remain at a buy rating here. I think it's prudent to kick off with a discussion of hardware versus software and the way the market has been trending recently. Investors have lapped up chip stocks, particularly constrained storage companies like Sandisk ( SNDK ), Micron ( MU ), Western Digital ( WDC ), and Seagate ( STX ). The vast data center buildout from hyperscalers like Microsoft ( MSFT ) and Meta ( META ) is feeding rampant demand for storage, which is also crowding out other hardware makers like Apple ( AAPL ), which also uses storage and memory in its devices. Storage is becoming a very important commodity, as ample storage allows LLMs to deliver high-quality inference. But at the same time, in the long run, I view storage as exactly that:...
hapabapa/iStock Editorial via Getty Images Over the past few months, a tectonic shift has taken place in the stock markets. Investors have sold off software stocks in droves, arguing that agentic AI will eventually make many applications obsolete. At the same time, the market has chased supply-constrained chip stocks, which have been the primary inputs to a booming data center buildout. Even Palan...
hapabapa/iStock Editorial via Getty Images Over the past few months, a tectonic shift has taken place in the stock markets. Investors have sold off software stocks in droves, arguing that agentic AI will eventually make many applications obsolete. At the same time, the market has chased supply-constrained chip stocks, which have been the primary inputs to a booming data center buildout. Even Palantir ( PLTR ), the poster child of AI stocks, has suffered a ~25% correction from peaks, technically putting the stock in a bear market. While I won't argue that Palantir certainly had some valuation premium that it needed to burn off, its fundamentals are also terrific, as amply demonstrated by its latest Q4 earnings print (which drove a ~5% post-market bump). In my view, this is an excellent time to accumulate shares of Palantir while they're taking a breather. Data by YCharts I last wrote a buy article on Palantir in November, when the stock was trading at $207 per share. Since then, Palantir has taken its fair share of a beating in the stock market as software stocks collapsed, and yet, for investors who are forward-looking, look ahead to the company's immense commercial backlog growth and its insatiable top-line acceleration. I remain at a buy rating here. I think it's prudent to kick off with a discussion of hardware versus software and the way the market has been trending recently. Investors have lapped up chip stocks, particularly constrained storage companies like Sandisk ( SNDK ), Micron ( MU ), Western Digital ( WDC ), and Seagate ( STX ). The vast data center buildout from hyperscalers like Microsoft ( MSFT ) and Meta ( META ) is feeding rampant demand for storage, which is also crowding out other hardware makers like Apple ( AAPL ), which also uses storage and memory in its devices. Storage is becoming a very important commodity, as ample storage allows LLMs to deliver high-quality inference. But at the same time, in the long run, I view storage as exactly that:...
Jonathan Kitchen/DigitalVision via Getty Images Lessons From the Weatherperson With condolences too many in the US and Europe this weekend, no snow came down in Summit, New Jersey today. The purpose of mentioning this is not to gloat, because we will have our share of bad weather in the future. The purpose is to remind all of the lack of certainty in predictions, and to remind all that the real va...
Jonathan Kitchen/DigitalVision via Getty Images Lessons From the Weatherperson With condolences too many in the US and Europe this weekend, no snow came down in Summit, New Jersey today. The purpose of mentioning this is not to gloat, because we will have our share of bad weather in the future. The purpose is to remind all of the lack of certainty in predictions, and to remind all that the real value of weather people is making professional investors look good! I have one advantage in the securities analysis game, another title for predictions. My advantage is I learned analysis at the New York racetracks. The first thing was to read the situation, which included the conditions of each race and many other details. The purpose of this exercise was to eliminate races that were difficult to analyze. For example, younger horses with little to no experience, or a clear standout quoted at very small odds. Remember, my prime objective was to leave the track with more money than when I arrived, after expenses - a goal only a minority achieved each day. (This led to never wagering all on any given race and having enough money to get home. Thus, I am not fully committed in my current portfolio.) The next task was to compare the records of the horses, which usually produced horses with the most wins or fastest times. This exercise normally produced a list with the smallest betting odds, and they would generally be excluded because the payoffs were relatively small. So much so that they would not even cover prior or future losses. (This is like coming to a highly favored stock in a late market phase.) With all these eliminations, what is left? What I found at the track and later at my desk were bits of information in public view, suggesting that on a given day a horse could do well and beat the more popular favorite. (This was, and still is, my current hunting ground for investments.) The Big Advantage There is a big long-term advantage in selecting investments over picking hor...
This thriving fintech stock is taking a double-digit dip in 2026. Despite shares falling 13% so far in 2026 (as of Jan. 30), SoFi Technologies (SOFI 3.16%) has been on its way up. They have soared 284% just in the past three years, as the market continues to digest very favorable financial results. With the fintech stock currently trading below $25, should you buy SoFi? It's easy to be bullish, bu...
This thriving fintech stock is taking a double-digit dip in 2026. Despite shares falling 13% so far in 2026 (as of Jan. 30), SoFi Technologies (SOFI 3.16%) has been on its way up. They have soared 284% just in the past three years, as the market continues to digest very favorable financial results. With the fintech stock currently trading below $25, should you buy SoFi? It's easy to be bullish, but investors shouldn't ignore a critical metric. SoFi had a strong showing in 2025 Last year, investors had to deal with a curveball with major changes coming to trade policy. Additionally, consumer confidence just fell to a near 12-year low. And there is no shortage of ongoing geopolitical tension. Despite a dynamic backdrop, SoFi continued to showcase impressive fundamental momentum. The burgeoning digital bank reported 38% year-over-year adjusted revenue growth to $3.6 billion in 2025, after reporting its first ever $1 billion quarter in Q4. It now has 13.7 million customers, adding 1 million just in the last three months. The cross-selling is working. SoFi mentioned that 40% of new products were opened by existing customers. Loan originations are soaring. The business is innovating in the crypto and blockchain space, enabling trading and launching its own stablecoin. And credit metrics remain solid. It has also been remarkable to see SoFi turn the page financially. What was once a consistently unprofitable company has morphed into a money-making machine. Adjusted net income totaled $173.5 million in Q4 2025, up 184% compared to the year-ago period. The leadership team doesn't expect the business to take its foot off the gas. Guidance calls for 30% revenue growth in 2026. Diluted earnings per share (EPS) are expected to jump 54% this year. Expand NASDAQ : SOFI SoFi Technologies Today's Change ( -3.16 %) $ -0.72 Current Price $ 22.09 Key Data Points Market Cap $28B Day's Range $ 21.87 - $ 22.77 52wk Range $ 8.60 - $ 32.73 Volume 9K Avg Vol 59M Gross Margin 63.53 % Market e...
(RTTNews) - Pentair plc (PNR) announced a profit for fourth quarter of $166.1 million The company's earnings totaled $166.1 million, or $1.01 per share. This compares with $166.4 million, or $0.99 per share, last year. Excluding items, Pentair plc reported adjusted earnings of $194.7 million or $1.18 per share for the period. The company's revenue for the period rose 4.9% to $1.021 billion from $9...
(RTTNews) - Pentair plc (PNR) announced a profit for fourth quarter of $166.1 million The company's earnings totaled $166.1 million, or $1.01 per share. This compares with $166.4 million, or $0.99 per share, last year. Excluding items, Pentair plc reported adjusted earnings of $194.7 million or $1.18 per share for the period. The company's revenue for the period rose 4.9% to $1.021 billion from $972.9 million last year. Pentair plc earnings at a glance (GAAP) : -Earnings: $166.1 Mln. vs. $166.4 Mln. last year. -EPS: $1.01 vs. $0.99 last year. -Revenue: $1.021 Bln vs. $972.9 Mln last year. -Guidance: Next quarter EPS guidance: $ 1.15 To $ 1.18 Next quarter revenue guidance: 1 % To 2 % The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Lulu's Fashion Lounge Holdings ( LVLU ) on Tuesday announced its expansion into all Nordstrom stores nationwide, a major milestone in its wholesale growth. Lulus is now available in all Nordstrom doors, with approximately 55% of Nordstrom sales coming from physical locations, underscoring demand in brick-and-mortar environments. In April 2026, Lulus ( LVLU ) will expand within Nordstrom’s dress de...
Lulu's Fashion Lounge Holdings ( LVLU ) on Tuesday announced its expansion into all Nordstrom stores nationwide, a major milestone in its wholesale growth. Lulus is now available in all Nordstrom doors, with approximately 55% of Nordstrom sales coming from physical locations, underscoring demand in brick-and-mortar environments. In April 2026, Lulus ( LVLU ) will expand within Nordstrom’s dress department, adding daytime dresses alongside special occasion styles for summer, the company said. More on Lulu’s Fashion Lounge Holdings Lulu's Fashion Lounge Holdings, Inc. (LVLU) Q3 2025 Earnings Call Prepared Remarks Transcript Lulu’s Fashion Lounge surges 45% after Friedland Enterprises takes 5% stake, pushes governance reforms Lulu's signals continued margin expansion and wholesale growth following strategic category realignment Seeking Alpha’s Quant Rating on Lulu’s Fashion Lounge Holdings Financial information for Lulu’s Fashion Lounge Holdings
pablorebo1984/iStock Editorial via Getty Images Woodward ( WWD ) reported its first-quarter earnings, beating estimates on the top and bottom lines. In November, I analyzed the prospects for Woodward and reiterated my buy rating. Share prices of the aerospace and defense supplier have surged 26.2% since then, outperforming the S&P 500's 5% gain and surpassing my price target. In this report, I dis...
pablorebo1984/iStock Editorial via Getty Images Woodward ( WWD ) reported its first-quarter earnings, beating estimates on the top and bottom lines. In November, I analyzed the prospects for Woodward and reiterated my buy rating. Share prices of the aerospace and defense supplier have surged 26.2% since then, outperforming the S&P 500's 5% gain and surpassing my price target. In this report, I discuss Woodward's Q1 2026 earnings and update my price target. Woodward Q1 Earnings Are Extremely Strong Woodward (Investor Presentation) Woodward presented strong growth in Q1 2026 with 29% growth in sales to $996 million and 62% growth in net earnings to $134 million. Earnings per share were up 61% to $2.17, and free cash flow surged from $1 million to $70 million. Analysts had expected $893.2 million in revenues and $1.65 in earnings per share. So, Woodward blew past those expectations by 11.6% on revenues and by 31% on earnings per share. In the aerospace segment, revenues grew 29% to $635 million, while earnings increased 57% to $148 million as margins expanded from 19.2% to 23.4%. Commercial sales to original equipment manufacturers increased 22%, while aftermarket sales grew 50%. OEM sales are experiencing a tailwind as destocking activities that affected sales throughout much of 2025 have been tapering. Defense sales to OEMs rose 23%, driven by pricing on the Joint Direct Attack Munition program, while aftermarket sales grew 1%. Comparing commercial and defense, we note that both end markets showed similar OEM growth rates, but the commercial aftermarket sales channel shows strong growth while defense is more flattish. Currently we are seeing industry-wide sales growth for commercial and defense , and Woodward's Q1 earnings also reflect this. The industrial segment saw sales increase 30% to $362 million, with earnings increasing 67% and margins up from 14.4% to 18.5%. Excluding the volatility of industrial on-highway sales, sales were up 22% to $330 million and earnin...
Illumine Investment Management LLC purchased a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 7,156 shares of the company's stock, valued at approximately $1,305,000. A number of other hedge funds have also recently modified th...
Illumine Investment Management LLC purchased a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 7,156 shares of the company's stock, valued at approximately $1,305,000. A number of other hedge funds have also recently modified their holdings of the company. Occidental Asset Management LLC grew its stake in shares of Palantir Technologies by 2.8% in the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company's stock valued at $358,000 after buying an additional 53 shares during the period. Lionshead Wealth Management LLC raised its position in shares of Palantir Technologies by 0.4% during the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company's stock valued at $2,395,000 after buying an additional 56 shares during the period. Ellenbecker Investment Group lifted its holdings in Palantir Technologies by 3.6% in the third quarter. Ellenbecker Investment Group now owns 1,619 shares of the company's stock valued at $295,000 after acquiring an additional 57 shares during the last quarter. Traveka Wealth LLC lifted its holdings in Palantir Technologies by 1.6% in the third quarter. Traveka Wealth LLC now owns 3,695 shares of the company's stock valued at $674,000 after acquiring an additional 57 shares during the last quarter. Finally, AlphaQuest LLC grew its position in Palantir Technologies by 15.8% in the third quarter. AlphaQuest LLC now owns 425 shares of the company's stock worth $78,000 after acquiring an additional 58 shares during the period. Hedge funds and other institutional investors own 45.65% of the company's stock. Get Palantir Technologies alerts: Sign Up Palantir Technologies Stock Performance Shares of PLTR opened at $147.96 on Tuesday. The company's 50-day simple moving average is $175.84 and its 200-day simple moving average is...
In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT Walt Disney Company CEO Bob Iger looks on prior to the game between the Philadelphia Eagles and the Green Bay Packers at Lambeau Field on November 10, 2025 in Green Bay, Wisconsin. Michael Reaves | Getty Images Sport | Getty Images Disney shares inched higher in pre-market trading on Tuesday morning, as investors focus on who will...
In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT Walt Disney Company CEO Bob Iger looks on prior to the game between the Philadelphia Eagles and the Green Bay Packers at Lambeau Field on November 10, 2025 in Green Bay, Wisconsin. Michael Reaves | Getty Images Sport | Getty Images Disney shares inched higher in pre-market trading on Tuesday morning, as investors focus on who will succeed CEO Bob Iger. The media giant's stock edged up 0.14% as of 7:05 a.m. ET. It shed 7% on Monday after reporting before the bell that its experiences division, including theme parks, resorts, and cruises, crossed over $10 billion in quarterly revenue. watch now VIDEO 7:18 07:18 Disney CFO Hugh Johnston on Q1 results: The company has a lot of momentum right now Squawk Box The company's overall revenue was roughly $26 billion, up 5% yearly, and beating Wall Street's expectations of $25.7 billion. CEO transition is an 'overhang' on shares The Disney board is meeting this week and is expected to vote on its next CEO, according to people familiar with the matter who spoke on the condition of anonymity about internal matters. It will be the second time the company has appointed a successor for Iger. His first stint as CEO ended in 2020. Disney picked Bob Chapek to take the top position. But Chapek was fired in late 2022, prompting Iger to return. Jefferies' analysts said in a note Monday that "the impending leadership transition remains an overhang on shares, but reports indicate a resolution is imminent." In a Monday note, BofA analysts also said succession had "been an overhang on the shares recently." Iger said on Monday's earnings call that "trying to preserve the status quo was a mistake" with Chapek's appointment, adding that he had "a tremendous amount that needed fixing" when he returned to the role. watch now VIDEO 2:32 02:32 Disney shares slip after earnings Money Movers He added his successor will be "handed, I think, a good hand in terms of the strength of the c...
(RTTNews) - Mueller Industries (MLI) released a profit for its fourth quarter that Increased, from the same period last year The company's bottom line totaled $153.712 million, or $1.38 per share. This compares with $137.652 million, or $1.21 per share, last year. The company's revenue for the period rose 4.2% to $962.385 million from $923.536 million last year. Mueller Industries earnings at a gl...
(RTTNews) - Mueller Industries (MLI) released a profit for its fourth quarter that Increased, from the same period last year The company's bottom line totaled $153.712 million, or $1.38 per share. This compares with $137.652 million, or $1.21 per share, last year. The company's revenue for the period rose 4.2% to $962.385 million from $923.536 million last year. Mueller Industries earnings at a glance (GAAP) : -Earnings: $153.712 Mln. vs. $137.652 Mln. last year. -EPS: $1.38 vs. $1.21 last year. -Revenue: $962.385 Mln vs. $923.536 Mln last year. This increase in fourth-quarter revenue reflects higher net selling prices as a result of increased raw material costs. MLI was down by 0.83% at $138 in the pre-market trade on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points High-volatility cryptocurrencies capable of huge price swings are most popular on prediction markets. The entry of Robinhood into prediction markets will likely focus investors on specific cryptocurrencies available within the Robinhood app. A positive feedback loop may exist between the prediction market and the crypto market, with investors more likely to buy cryptos with bullish futu...
Key Points High-volatility cryptocurrencies capable of huge price swings are most popular on prediction markets. The entry of Robinhood into prediction markets will likely focus investors on specific cryptocurrencies available within the Robinhood app. A positive feedback loop may exist between the prediction market and the crypto market, with investors more likely to buy cryptos with bullish future predictions. 10 stocks we like better than Bitcoin › Over the past year, the interconnections between the prediction market and the crypto market have continued to grow. Top prediction market platforms such as Polymarket and Kalshi now offer contracts that focus on specific cryptocurrencies and crypto-focused events. At the same time, they are expanding their use of blockchain technology to make more efficient markets. With that in mind, a handful of top cryptocurrencies might get a real boost from the booming prediction market. Let's take a closer look. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Demand is for high-volatility cryptocurrencies From the perspective of prediction market participants, the most interesting cryptocurrencies are those with high volatility. In other words, if a cryptocurrency is prone to sharp price swings up and down, then it's going to generate enormous interest. These cryptocurrencies are typically the subject of much interest in the media. That's why it's easiest to find prediction market contracts for cryptocurrencies such as Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH). While both are less volatile than they were even a few years ago, they are still boom-or-bust cryptos. Bitcoin might lose 64% of its value one year, then boom by 157% the next year, as it did in 2022-2023. This massive volatility gives market participants plenty of opportunities to predict the future price of Bitcoin. If you're a short-term trad...
Michael Vi/iStock Editorial via Getty Images Shares of Palantir Technologies ( PLTR ) surged about 11% premarket on Tuesday after fourth quarter results and outlook exceeded expectations, drawing positive reactions from analysts. "Palantir Technologies Inc. ( PLTR ) reported strong earnings results on Monday evening, easily beating estimates and showing accelerating business growth. The market rea...
Michael Vi/iStock Editorial via Getty Images Shares of Palantir Technologies ( PLTR ) surged about 11% premarket on Tuesday after fourth quarter results and outlook exceeded expectations, drawing positive reactions from analysts. "Palantir Technologies Inc. ( PLTR ) reported strong earnings results on Monday evening, easily beating estimates and showing accelerating business growth. The market reacted very positively to that, sending PLTR's shares higher. While shares have pulled back from the highs seen last summer, Palantir Technologies still is a pretty expensive stock -- which is why it's not a must-own, despite its strong growth," said Seeking Alpha analyst Jonathan Weber. Weber noted that looking at Palantir's fourth quarter report, there are many things to like, with almost every metric moving in the right direction, but added that Palantir's "valuation remains pretty high." The analyst noted that the company trades at roughly 50 times its sales and 90 times its operating profit today. "Depending on your risk tolerance and goals, I thus think that Palantir can either be considered a Hold or a Buy today -- it definitely looks better than last summer," Weber added. "To me, the most striking element of Palantir’s Q4 update was its initial guidance calling for >60% revenue growth in FY26 (while the Street had expected deceleration to ~40%). The company is also forecasting at least 115% growth in the U.S. commercial business. This should help to appease investors who are laser focused and worried on Palantir’s valuation multiples," said Seeking Alpha analyst Gary Alexander . The analyst noted that Palantir is expensive, "but it’s also in the very early stages of commercial monetization with <600 U.S. enterprise customers - indicating a long runway ahead. It’s also difficult to argue with Palantir’s efficiency, at a “Rule of 40” score of 127 in Q4 and forecasting >55% FCF margins for FY26." Seeking Alpha analyst Ahan Vashi from The Quantamental Investor said Palant...