Gilat Satellite Networks ( GILT ) awarded a major contract exceeding $10M from a leading ground gateway antenna provider. This order supports the ongoing rollout of ground infrastructure for a prominent Low Earth Orbit (LEO) satellite constellation. It specifically involves Gilat Wavestream's Powerstream Ka solid-state power amplifier, which provides high-power Ka-band amplification for high-capac...
Gilat Satellite Networks ( GILT ) awarded a major contract exceeding $10M from a leading ground gateway antenna provider. This order supports the ongoing rollout of ground infrastructure for a prominent Low Earth Orbit (LEO) satellite constellation. It specifically involves Gilat Wavestream's Powerstream Ka solid-state power amplifier, which provides high-power Ka-band amplification for high-capacity gateway sites across LEO, MEO, and GEO operations. Deliveries are expected over the next 12 months. More on Gilat Satellite Gilat Satellite Networks: Upside Case Built On IFC, Not Momentum Gilat Satellite's Valuation Makes Zero Sense -- The Setup For A Repricing Is Clear Gilat Satellite Networks Ltd. 2025 Q3 - Results - Earnings Call Presentation Gilat Satellite Networks to raise $100 mln in oversubscribed private placement Gilat Satellite secures $10M order for customized Earth Observation Solution
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The Partnership returned 7% net of a 1% performance fee in 2025. Market volatility led to the Partnership's weaker-than-expected performance last year. The year started strongly but faced challenges after Liberation Day, despite wisely investing duri...
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The Partnership returned 7% net of a 1% performance fee in 2025. Market volatility led to the Partnership's weaker-than-expected performance last year. The year started strongly but faced challenges after Liberation Day, despite wisely investing during the market's lows. The Partnership showed progress from November to mid-December. The letter also noted that a shift in the calendar end date would have improved returns by over 4%, highlighting the unpredictable nature of concentrated value investing. The portfolio is concentrated in 10 names, and the dividend yield is approximately 6%. Please review the Partnership’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Legacy Ridge Capital Management highlighted stocks like Palantir Technologies Inc. (NASDAQ:PLTR). Palantir Technologies Inc. (NASDAQ:PLTR) is a technology company that develops a software platform for investigations and operations. On February 3, 2026, Palantir Technologies Inc. (NASDAQ:PLTR) stock closed at $157.88 per share. Palantir Technologies Inc. (NASDAQ:PLTR) delivered a -13.10% return in the past month, and its shares are up 55.76% over the past twelve months. Palantir Technologies Inc. (NASDAQ:PLTR) has a market capitalization of $376.297 billion. Legacy Ridge Capital Management stated the following regarding Palantir Technologies Inc. (NASDAQ:PLTR) in its fourth quarter 2025 investor letter:
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The Partnership returned 7% net of a 1% performance fee in 2025. Market volatility led to the Partnership's weaker-than-expected performance last year. The year started strongly but faced challenges after Liberation Day, despite wisely investing duri...
Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The Partnership returned 7% net of a 1% performance fee in 2025. Market volatility led to the Partnership's weaker-than-expected performance last year. The year started strongly but faced challenges after Liberation Day, despite wisely investing during the market's lows. The Partnership showed progress from November to mid-December. The letter also noted that a shift in the calendar end date would have improved returns by over 4%, highlighting the unpredictable nature of concentrated value investing. The portfolio is concentrated in 10 names, and the dividend yield is approximately 6%. Please review the Partnership’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Legacy Ridge Capital Management highlighted stocks like Palantir Technologies Inc. (NASDAQ:PLTR). Palantir Technologies Inc. (NASDAQ:PLTR) is a technology company that develops a software platform for investigations and operations. On February 3, 2026, Palantir Technologies Inc. (NASDAQ:PLTR) stock closed at $157.88 per share. Palantir Technologies Inc. (NASDAQ:PLTR) delivered a -13.10% return in the past month, and its shares are up 55.76% over the past twelve months. Palantir Technologies Inc. (NASDAQ:PLTR) has a market capitalization of $376.297 billion. Legacy Ridge Capital Management stated the following regarding Palantir Technologies Inc. (NASDAQ:PLTR) in its fourth quarter 2025 investor letter:
Regentis Biomaterials ( RGNT ) appointed Ori Gon as chief financial officer and chief business officer, effective immediately. Gon's appointment comes as Regentis prepares for the European commercial launch of GelrinC following CE Mark approval and advances a Phase III FDA trial in the U.S. Gon previously served as CFO at Tactile Mobility. More on Regentis Biomaterials Ltd. Regentis Biomaterials a...
Regentis Biomaterials ( RGNT ) appointed Ori Gon as chief financial officer and chief business officer, effective immediately. Gon's appointment comes as Regentis prepares for the European commercial launch of GelrinC following CE Mark approval and advances a Phase III FDA trial in the U.S. Gon previously served as CFO at Tactile Mobility. More on Regentis Biomaterials Ltd. Regentis Biomaterials announces pricing of initial public offering for $10M Seeking Alpha’s Quant Rating on Regentis Biomaterials Ltd. Financial information for Regentis Biomaterials Ltd.
Torsten Asmus/iStock via Getty Images Evolution Petroleum ( EPM ) offers a nearly 12% dividend yield currently, but also appears to have just over 1.0x dividend coverage at current strip prices and with a quite modest capex budget. It also is utilizing approximately 80% of its credit facility, so there is a limited margin of safety around its dividend. I also estimate that Evolution's enterprise v...
Torsten Asmus/iStock via Getty Images Evolution Petroleum ( EPM ) offers a nearly 12% dividend yield currently, but also appears to have just over 1.0x dividend coverage at current strip prices and with a quite modest capex budget. It also is utilizing approximately 80% of its credit facility, so there is a limited margin of safety around its dividend. I also estimate that Evolution's enterprise value is around 1.0x its PD PV-10 at current strip (until the end of June 2026) and then $70 WTI oil and $3.75 NYMEX natural gas after that time. I thus believe Evolution is fairly valued, even allowing for what I consider to be a reasonably generous multiple for its assets. One thing to note is that Evolution's fiscal year end is June 30. Thus Q1 2026 is the quarter ending September 30, 2025 and its 2026 fiscal year runs from July 2025 to June 2026. Production Base Evolution has a scattered asset base, with the Barnett Shale accounting for around 32% of Evolution's total production in Q1 2026. The SCOOP/STACK was the largest contributor to Evolution's production margins in the quarter though, as the operating costs there are fairly low at $9.07 per BOE versus a realized price of $31.23 per BOE in Q1 2026. Evolution's Q1 2026 Production (evolutionpetroleum.com (Q1 2026 Report)) One of Evolution's challenges is that its assets have relatively high operating costs for production that is roughly 30% oil. Operating costs (including ad valorem and production taxes) were $19.45 per BOE in Q1 2026, compared to a realized price of $31.63 per BOE. Evolution's production was 31% oil in Q1 2026. Potential FY 2026 Outlook Evolution averaged 7,074 BOEPD in FY 2025 production , with a production mix of 30% oil, 16% NGLs, 54% natural gas. I have modeled its FY 2026 production at 7,155 BOEPD with an approximately similar production mix. Evolution expects roughly flat year-over-year production growth. It spends relatively little on capex during the year, but has been maintaining its producti...
Walter Cicchetti/iStock Editorial via Getty Images SpaceX buys xAI Elon Musk's SpaceX ( SPACE ) is still a private company at the moment but it is reportedly set to go public in June 2026. SpaceX is a dominant force in the global rocket launch market with a near-monopoly positioning in reusable rockets. Moreover, the company's Starlink offering dominates the satellite Internet market. SpaceX's roc...
Walter Cicchetti/iStock Editorial via Getty Images SpaceX buys xAI Elon Musk's SpaceX ( SPACE ) is still a private company at the moment but it is reportedly set to go public in June 2026. SpaceX is a dominant force in the global rocket launch market with a near-monopoly positioning in reusable rockets. Moreover, the company's Starlink offering dominates the satellite Internet market. SpaceX's rock-solid positioning in these areas already justifies a bullish outlook, but a new big green flag emerged this week, which is the acquisition of another Musk's company, xAI ( X.AI ). The deal looks quite promising, as the combination can potentially produce a new massive cutting-edge ecosystem for the U.S. economy. Valuation fairness remains highly uncertain because we don't have financial statements with all necessary disclosures to assess unit economics and cash generating capacity. Nevertheless, due to SpaceX's unique strategic positioning, I am willing to buy this stock once it becomes publicly available. Investing in IPOs is inherently risky, so my initial position will be modest, and that is the reason why SPACE is just a Buy. However, once it gains earnings record of at least a few quarters, I might boost my position and upgrade the rating. Fundamental analysis Despite being a private entity, SpaceX appears to be one of the most well-known companies in the world at the moment. I think that it is mostly because of Elon Musk's popularity, but it is not the only reason. SpaceX is not just another groundbreaking project from Musk, but is an already strategically strong company that dominates the satellite Internet market with its Starlink and is absolutely unparalleled in terms of rocket launch volumes with its flagship Falcon 9. In 2025, SpaceX flew 165 orbital launches , which was more than half of the worldwide total of 324 launch attempts. And SpaceX is not just about the quantity of launches but about their quality as well, with a 100% success rate in 2025 . A combin...
ADP Employment Report Confirms 'No Hire, No Fire' Labor Market While we will not be getting the payrolls report this week (due to a very brief govt shutdown), ADP's Employment report paints a poor picture for hiring (even if jobless claims paints a healthy picture for 'not firing') adding just 22k jobs (well below the 45k expected). Goods producing firms added just 1k jobs (Construction +9k, Manuf...
ADP Employment Report Confirms 'No Hire, No Fire' Labor Market While we will not be getting the payrolls report this week (due to a very brief govt shutdown), ADP's Employment report paints a poor picture for hiring (even if jobless claims paints a healthy picture for 'not firing') adding just 22k jobs (well below the 45k expected). Goods producing firms added just 1k jobs (Construction +9k, Manufacturing -8k - which has lost jobs every month since March 2024 ) while Services firms saw only 21k jobs added (with health care a standout, adding 74k job, while Profesional Services lost 57k jobs) "Job creation took a step back in 2025, with private employers adding 398,000 jobs, down from 771,000 in 2024," said Dr. Nela Richardson Chief Economist, ADP. Interestingly, Small firms saw joib additions while large firms saw job losses... The ADP report, published in collaboration with the Stanford Digital Economy Lab, showed workers who changed jobs saw a 6.4% increase in pay, decelerating from the prior month. Those who stayed put saw a slight pickup in pay gains. "While we've seen a continuous and dramatic slowdown in job creation for the past three years, wage growth has remained stable." So, in summary, the 'no hire, no fire' labor market keeps chugging along, despite considerable optimism over economic growth. Tyler Durden Wed, 02/04/2026 - 08:55
Venezuela needs help rebuilding its energy industry; oil companies like Chevron and ExxonMobil could help. In a move that shocked many, the United States recently arrested Venezuela's leader, Nicolas Maduro. Installed in his place was his vice president, with the United States openly stating it would have a large say in how the country moved forward. The big story on Wall Street is Venezuela's oil...
Venezuela needs help rebuilding its energy industry; oil companies like Chevron and ExxonMobil could help. In a move that shocked many, the United States recently arrested Venezuela's leader, Nicolas Maduro. Installed in his place was his vice president, with the United States openly stating it would have a large say in how the country moved forward. The big story on Wall Street is Venezuela's oil, which could be an investment opportunity for you. Venezuela needs oil help Venezuela has one of the largest oil reserves in the world, but under Nicolas Maduro's leadership, its oil production floundered. The United States wants to see Venezuela's energy sector grow again, but the country likely can't achieve that alone. This is why U.S. President Donald Trump is pushing global oil companies like Chevron (CVX +1.53%) and ExxonMobil (XOM +1.33%) to get heavily involved in the rebuilding process. Chevron is a cautious yes. It already has assets in the country. In fact, Maduro's arrest is good news for Chevron because it is likely to turn its Venezuelan assets from a Wall Street negative to a positive. Indeed, Chevron's exposure to Venezuela has long been a contentious issue because of sanctions against the country. If the country can start selling oil to the world without such constraints, Chevron is likely to be an early winner. The company believes it can increase production by as much as 50% in the country relatively quickly. However, Chevron's leadership did caution that it wants to see more political stability before it would be willing to invest more in the country. Expand NYSE : CVX Chevron Today's Change ( 1.53 %) $ 2.73 Current Price $ 180.77 Key Data Points Market Cap $358B Day's Range $ 178.78 - $ 181.38 52wk Range $ 132.04 - $ 181.38 Volume 101K Avg Vol 10M Gross Margin 13.79 % Dividend Yield 3.84 % ExxonMobil is less certain about the value of operating in Venezuela. At this point, ExxonMobil is more pointedly saying it wants to see more political stability bef...
NIO Inc. NIO, a leading player in the global smart EV market, reported its vehicle delivery results for January 2026. The company delivered 27,182 vehicles during the month, reflecting a 96.1% year-over-year increase. This total included 20,894 vehicles under the premium NIO brand, 3,481 units from its family-focused ONVO brand and 2,807 vehicles from its high-end compact electric brand, FIREFLY. ...
NIO Inc. NIO, a leading player in the global smart EV market, reported its vehicle delivery results for January 2026. The company delivered 27,182 vehicles during the month, reflecting a 96.1% year-over-year increase. This total included 20,894 vehicles under the premium NIO brand, 3,481 units from its family-focused ONVO brand and 2,807 vehicles from its high-end compact electric brand, FIREFLY. As of Jan. 31, 2026, cumulative deliveries reached 1,024,774 units. On Jan. 28, 2026, NIO launched the latest version of its NIO WorldModel, which has been progressively rolled out to more than 460,000 vehicles equipped with the Banyan system, with updates for Cedar and Cedar S systems planned next. The upgrade introduced full closed-loop reinforcement learning for assisted and intelligent driving, enabling more comprehensive modeling of both urban and highway scenarios. Enhancements were also made to smart parking and active safety features, delivering smoother performance and an improved user experience. In January 2026, NIO surpassed 1 million cumulative deliveries, marking a significant milestone in the company’s growth. NIO plans to continue investing in core smart EV technologies while further expanding its battery swapping and charging infrastructure, which aims at delivering enhanced smart EV experiences to a wider user base and contributing to a more sustainable future. NIO carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. January 2026 Delivery Performance of NIO’s Peers XPeng Inc. XPEV delivered 20,011 vehicles in January 2026 compared with 30,350 units in January 2025. The latest deliveries are expected to cut life-cycle greenhouse gas emissions by more than 300,000 tons, an environmental impact comparable to the carbon absorption of 4.94 million tree seedlings over 10 years. During the month, XPeng also launched the P7+ across 36 countries and debuted the model in Europe at the 2026 Brusse...
Six Palestine Action activists have been cleared of committing aggravated burglary over a break-in at an Israeli defence firm’s UK site. Charlotte Head, Samuel Corner, Leona Kamio, Fatema Rajwani, Zoe Rogers and Jordan Devlin were accused of threatening unlawful violence and using sledgehammers as weapons after a prison van was driven into Elbit Systems’ factory in Filton, near Bristol, on 6 Augus...
Six Palestine Action activists have been cleared of committing aggravated burglary over a break-in at an Israeli defence firm’s UK site. Charlotte Head, Samuel Corner, Leona Kamio, Fatema Rajwani, Zoe Rogers and Jordan Devlin were accused of threatening unlawful violence and using sledgehammers as weapons after a prison van was driven into Elbit Systems’ factory in Filton, near Bristol, on 6 August 2024. But after a trial at Woolwich crown court, south London, none were convicted of any offence. All six were acquitted of aggravated burglary, which carries a maximum sentence of life imprisonment, and jurors found Rajwani, Rogers and Devlin not guilty of violent disorder. The jury deliberated for 36 hours and 34 minutes but could not reach verdicts for charges of criminal damage against any of the six defendants. Additionally, no verdict was reached in the allegation that Corner, 23, inflicted grievous bodily harm on police sergeant Kate Evans, or on the charges of violent disorder against Head, Corner and Kamio. The activists hugged one another in the dock as a dozen of their supporters cheered from the public gallery above.
Hiroshi Watanabe Stock index futures were mixed on Wednesday as investors awaited Alphabet’s ( GOOG )( GOOGL ) earnings report as tech remained under pressure. Here are the four stocks to watch on the day: Eli Lilly ( LLY ) shares added ~8.4% in premarket trading after the Indiana-based pharma giant beat Street forecasts with its Q4 2025 financials and 2026 outlook. The company reported $19.3 bill...
Hiroshi Watanabe Stock index futures were mixed on Wednesday as investors awaited Alphabet’s ( GOOG )( GOOGL ) earnings report as tech remained under pressure. Here are the four stocks to watch on the day: Eli Lilly ( LLY ) shares added ~8.4% in premarket trading after the Indiana-based pharma giant beat Street forecasts with its Q4 2025 financials and 2026 outlook. The company reported $19.3 billion in revenue for the quarter, beating the consensus by as much as $1.4 billion with ~43% year-over-year growth, while its adjusted EPS of $7.54 indicated roughly 42% year-over-year growth and a beat of $0.61. Palantir ( PLTR ) shares fell 1.6% in early action after HSBC upgraded the enterprise software company following stronger-than-expected results and guidance. The company had closed 6% higher on Tuesday after fourth-quarter results and outlook exceeded expectations, drawing positive reactions from analysts. Boston Scientific ( BSX ) shares lost ~9% in premarket trading after the MedTech giant indicated an underwhelming outlook for 2026 with its Q4 2025 results. The quarterly results, however, beat Street forecasts thanks to an all-around performance from its segments. Alphabet ( GOOG )( GOOGL ) shares will be closely watched as the company will report its results after the closing bell. Wall Street expects the firm to post EPS of $2.64 and revenue of $111.45 billion. The stock is up an impressive 72% over the past year, and Wall Street remains firmly bullish, maintaining Strong Buy ratings on expectations of continued upside. More on related stories Palantir Is Challenging The Enterprise Software And IT Services Industries Alphabet And Amazon Earnings Previews: What's Happening To Margins? Alphabet Q4 Earnings Preview: Can AI And Cloud Momentum Sustain The $4 Trillion Valuation? Palantir in focus as HSBC upgrades after results, guidance Alphabet earnings are in focus as prediction markets price heavy AI emphasis
Hiroshi Watanabe Stock index futures were mixed on Wednesday as investors awaited Alphabet’s ( GOOG )( GOOGL ) earnings report as tech remained under pressure. Here are the four stocks to watch on the day: Eli Lilly ( LLY ) shares added ~8.4% in premarket trading after the Indiana-based pharma giant beat Street forecasts with its Q4 2025 financials and 2026 outlook. The company reported $19.3 bill...
Hiroshi Watanabe Stock index futures were mixed on Wednesday as investors awaited Alphabet’s ( GOOG )( GOOGL ) earnings report as tech remained under pressure. Here are the four stocks to watch on the day: Eli Lilly ( LLY ) shares added ~8.4% in premarket trading after the Indiana-based pharma giant beat Street forecasts with its Q4 2025 financials and 2026 outlook. The company reported $19.3 billion in revenue for the quarter, beating the consensus by as much as $1.4 billion with ~43% year-over-year growth, while its adjusted EPS of $7.54 indicated roughly 42% year-over-year growth and a beat of $0.61. Palantir ( PLTR ) shares fell 1.6% in early action after HSBC upgraded the enterprise software company following stronger-than-expected results and guidance. The company had closed 6% higher on Tuesday after fourth-quarter results and outlook exceeded expectations, drawing positive reactions from analysts. Boston Scientific ( BSX ) shares lost ~9% in premarket trading after the MedTech giant indicated an underwhelming outlook for 2026 with its Q4 2025 results. The quarterly results, however, beat Street forecasts thanks to an all-around performance from its segments. Alphabet ( GOOG )( GOOGL ) shares will be closely watched as the company will report its results after the closing bell. Wall Street expects the firm to post EPS of $2.64 and revenue of $111.45 billion. The stock is up an impressive 72% over the past year, and Wall Street remains firmly bullish, maintaining Strong Buy ratings on expectations of continued upside. More on related stories Palantir Is Challenging The Enterprise Software And IT Services Industries Alphabet And Amazon Earnings Previews: What's Happening To Margins? Alphabet Q4 Earnings Preview: Can AI And Cloud Momentum Sustain The $4 Trillion Valuation? Palantir in focus as HSBC upgrades after results, guidance Alphabet earnings are in focus as prediction markets price heavy AI emphasis
DSS ( DSS ) announced the pricing of a firm commitment underwritten public offering with expected gross proceeds of ~$1M. The offering consists of 900,000 shares of common stock priced at $1/share. The underwriter was granted a 45-day option to purchase up to an additional 135,000 shares, representing a 15% over-allotment. Gross proceeds are expected to be about $900,000, or up to $1.04M if the ov...
DSS ( DSS ) announced the pricing of a firm commitment underwritten public offering with expected gross proceeds of ~$1M. The offering consists of 900,000 shares of common stock priced at $1/share. The underwriter was granted a 45-day option to purchase up to an additional 135,000 shares, representing a 15% over-allotment. Gross proceeds are expected to be about $900,000, or up to $1.04M if the over-allotment option is fully exercised. The offering is expected to close on or about February 5, 2026. DSS plans to use the net proceeds for general corporate purposes and working capital. DSS shares down 31% premarket. More on DSS Seeking Alpha’s Quant Rating on DSS Historical earnings data for DSS Financial information for DSS