shironosov Corporate insiders stepped up their buying during March’s market rout. Net insider buying rose to about 26% of companies in March, up from ~20% in February, according to data from InsiderSentiment.com cited by finance analyst Mark Hulbert. That pushed the reading back above its 10-year average of ~24%, suggesting executives and directors grew “slightly more bullish” even as stocks ( SPY...
shironosov Corporate insiders stepped up their buying during March’s market rout. Net insider buying rose to about 26% of companies in March, up from ~20% in February, according to data from InsiderSentiment.com cited by finance analyst Mark Hulbert. That pushed the reading back above its 10-year average of ~24%, suggesting executives and directors grew “slightly more bullish” even as stocks ( SPY ) ( DIA ) ( QQQ ) tumbled. The timing is notable. March was no ordinary pullback, with global hedge funds posting their worst monthly drawdown in more than four years as equities suffered sharp losses in the face of war-driven oil ( USO ) ( BNO ) spikes and broader macro uncertainty. The S&P 500 ( SP500 ) retreated over 5% in March The insider signal pushes back against the notion that last month's decline might be the start of a deeper bear market. If anything, the message from boardrooms was calmer than the message from the tape—a disconnect worth watching as investors weigh whether recent losses mark a buying opportunity. Mark Hulbert | InsiderSentiment.com More on the Markets Iran: Deal Or No Deal? The Citrini Report And EU Diplomacy Suggest One May Happen Beyond The Deadline: What Markets Are Still Not Pricing In Why Is The Stock Market Holding Up So Well? Retail options flows turn defensive as put demand surges Ceasefire uncertainty looms large as prediction markets signal a long road to de-escalation
The partnerships give CIOs confidence that model providers are acquiring the capacity to power enterprise AI, Gartner VP Analyst Alastair Woolcock said.
The partnerships give CIOs confidence that model providers are acquiring the capacity to power enterprise AI, Gartner VP Analyst Alastair Woolcock said.
J Studios/DigitalVision via Getty Images As all attention in the stock market is centered around the possible escalation of tensions in Iran, investors have retained the risk-off attitude that has dominated the stock market this year, in particular hitting small- and mid-cap growth stocks hard. The "SaaSpocalypse" narrative continues to weigh heavily on investors' minds, dragging high-quality busi...
J Studios/DigitalVision via Getty Images As all attention in the stock market is centered around the possible escalation of tensions in Iran, investors have retained the risk-off attitude that has dominated the stock market this year, in particular hitting small- and mid-cap growth stocks hard. The "SaaSpocalypse" narrative continues to weigh heavily on investors' minds, dragging high-quality businesses down to multi-year lows. Elastic ( ESTC ), the enterprise search company, is one of these stocks. Already down ~30% since the start of the year, Elastic has nevertheless driven very consistent fundamental performance that doesn't suggest AI is a risk at all for its business (perhaps it's actually even a tailwind, thanks to the explosion of app-building that it's enabling). Data by YCharts I last wrote a "Buy" article on Elastic in November, when the stock was trading at $82 per share. Since then, Elastic has seen a huge erosion in value. Needless to say, I acknowledge that my prior "B uy" call was ill-timed and that I didn't correctly predict the SaaSpocalypse backlash that would build against SaaS stocks in 2026. That said, selloffs of this magnitude require a fresh look, and I find very few red flags in Elastic that warrant this selloff. I reiterate my "Buy" rating here. Over the last few months, investors have focused too heavily on the unproven possibility that AI will begin to decimate software stocks. In my view, there are many tailwinds to the Elastic bull case that are being overlooked, which are: Elastic has long deployed a consumption-based pricing model, which insulates the company from AI-driven layoffs. Part of the panic in the software industry is that AI will drive layoffs, particularly in technical/IT teams that use products like Atlassian ( TEAM ) and ServiceNow ( NOW ). Elastic has never deployed a seat-based pricing model, as its business is centered around data consumption - which is what many software companies are trying to switch to right now. ...
cagkansayin/iStock via Getty Images Introduction I have covered PLS Group Limited (Pilbara Minerals Ltd.) ( PILBF ) twice before, assigning it a Buy rating on October 13 , 2025, and a Hold rating on January 19 this year. Since the first write-up, the stock roughly doubled until today. After the hold, it still gained above 10%. As the initial thesis was more of a swing trade than a long-term Hold, ...
cagkansayin/iStock via Getty Images Introduction I have covered PLS Group Limited (Pilbara Minerals Ltd.) ( PILBF ) twice before, assigning it a Buy rating on October 13 , 2025, and a Hold rating on January 19 this year. Since the first write-up, the stock roughly doubled until today. After the hold, it still gained above 10%. As the initial thesis was more of a swing trade than a long-term Hold, it is time to look at new developments and test whether the thesis still applies. SA Here's an update on lithium developments from TradingEconomics: Lithium carbonate prices in China rose past CNY 160,000 per tonne in April, the highest in nearly one month and gaining 40% since the start of the year amid bullish demand expectations in the near and longer terms. The surge in crude oil and product prices since the start of March supported the outlook for larger economies to favor new energy vehicles, which use batteries that take lithium as a major input. Likewise, BYD forecasted it will sell 1.5 million units overseas this year, revised higher from the January estimate of 1.3 million units. Demand also remained supported by Chinese investment in power infrastructure, recently exemplified by the announcement of higher power storage spending. This was combined with Beijing stating it would double national EV charging capacity to 180 gigawatts by 2027, supporting lithium-rich energy storage systems. In the meantime, Zimbabwe suspended exports of lithium concentrates and other raw materials to stimulate refining in the country. TradingEconomics Developments A significant new development is the war in Iran. The Iran war creates conflicting effects for lithium and for PLS. Higher oil prices can improve the relative economics of EVs and have already boosted EV interest in parts of Europe and Asia-Pacific, which is directionally supportive for battery demand. However, the more immediate effect has been macro uncertainty, with Reuters reporting in early March that China lithium price...
Carvana (NYSE: CVNA) , the online marketplace for used cars, went public nearly nine years ago at $15 per share. Its stock sank to an all-time low of $3.72 on Dec. 27, 2022, as investors fretted over its slowing sales, rising debt, and steep losses. However, Carvana's subsequent recovery, soaring profits, and inclusion in the S&P 500 propelled its stock to a record high of $478.45 on Jan. 22, 2026...
Carvana (NYSE: CVNA) , the online marketplace for used cars, went public nearly nine years ago at $15 per share. Its stock sank to an all-time low of $3.72 on Dec. 27, 2022, as investors fretted over its slowing sales, rising debt, and steep losses. However, Carvana's subsequent recovery, soaring profits, and inclusion in the S&P 500 propelled its stock to a record high of $478.45 on Jan. 22, 2026. A $10,000 investment in the stock at its lowest point would have blossomed into $1.29 million in just over three years. Today, Carvana's stock trades at about $310. Does that pullback represent a good buying opportunity? Image source: Carvana. Continue reading
ServiceNow (NYSE: NOW) has a strong reputation as one of the world's largest software companies. Its software-as-a-service (SaaS) business model has generated soaring sales and profits that have made the stock a big winner until recently. Fears that artificial intelligence (AI) will erode software companies' competitive moats have driven a steep industrywide sell-off. ServiceNow is currently 56% o...
ServiceNow (NYSE: NOW) has a strong reputation as one of the world's largest software companies. Its software-as-a-service (SaaS) business model has generated soaring sales and profits that have made the stock a big winner until recently. Fears that artificial intelligence (AI) will erode software companies' competitive moats have driven a steep industrywide sell-off. ServiceNow is currently 56% off its high. Wall Street analysts have given the stock their support. According to CNN Business, 91% of the 47 analysts covering the stock rate it a buy, with a median target price of $180. That implies the stock has 76% upside from here. But do these ratings make sense? Continue reading
The S&P 500’s Utilities Sector ( XLU ) gained about 6.3% during the first quarter, compared with a nearly 4.8% decline in the broader market. According to the latest FactSet data, the utilities sector is expected to post 9.9% year-over-year earnings growth in the first quarter, while revenue is projected to rise 9.4% YoY. Data from Seeking Alpha’s Quant Rating System shows that utility stocks have...
The S&P 500’s Utilities Sector ( XLU ) gained about 6.3% during the first quarter, compared with a nearly 4.8% decline in the broader market. According to the latest FactSet data, the utilities sector is expected to post 9.9% year-over-year earnings growth in the first quarter, while revenue is projected to rise 9.4% YoY. Data from Seeking Alpha’s Quant Rating System shows that utility stocks have an average health score of 3.24, based on 99 companies with market capitalizations above $2B. The system evaluates stocks using quantitative factors such as valuation, earnings growth, and recent price performance. The highest possible score is 5. Within the sector, 15 of the 99 stocks are rated Buy or higher, 73 are rated Neutral, and 11 are rated Sell. Top five quant-rated utilities stocks ahead of earnings: Central Puerto ( CEPU ) topped the list with a Quant Score of 4.91 , supported by strong momentum, valuation, and growth metrics. The stock surged nearly 76% in the past one year. Iberdrola ( IBDSF ) ranked second with a Quant Score of 4.85 , driven by profitability and positive earnings revisions and valuations. Wall Street analysts are also bullish on the stock, which gained nearly 51% in the past one year. Companhia de Saneamento Básico do Estado de São Paulo ( SBS ) stood at the third spot with a Quant Score of 4.80 , boosted by valuation and revisions. Seeking Alpha analyst Bernard Zambonin rates the stock a Strong Buy, citing its post-privatization investment cycle, which is accelerating CapEx to expand water and sewage infrastructure across São Paulo. National Grid ( NGG ) ranked fourth with a Quant Score of 4.76 , supported by profitability and revisions. The shares rose nearly 39% in the one past year. PG&E Corporation ( PCG ) rounded out the top five with a Quant Score of 4.63 , reflecting strength in profitability, growth, and revisions. Bottom five quant-rated utilities stocks: Ormat Technologies ( ORA ), Quant Score of 2.12 ; Sell Chesapeake Utilities ( ...
anilakkus/iStock via Getty Images Mesoblast ( MESO ) ADRs fell on Tuesday as investors reacted to sales data the Australian company reported for its cell therapy Ryoncil for the quarter ending Mar. 31, 2026. The treatment approved by the FDA in December 2024 for acute graft-versus-host disease (SR-aGVHD) in children generated $30.3M in net sales during the quarter, the Melbourne-based biotech disc...
anilakkus/iStock via Getty Images Mesoblast ( MESO ) ADRs fell on Tuesday as investors reacted to sales data the Australian company reported for its cell therapy Ryoncil for the quarter ending Mar. 31, 2026. The treatment approved by the FDA in December 2024 for acute graft-versus-host disease (SR-aGVHD) in children generated $30.3M in net sales during the quarter, the Melbourne-based biotech disclosed. While there was a holiday seasonality in January, strong sales in February and March offset the impact, Mesoblast ( MESO ) said, adding that Ryoncil revenue during its first full year of launch has now approached $100M. Earlier this year, the company reported $35.1M in gross revenue from Ryoncil for the December quarter, indicating ~60% growth from the preceding quarter. Mesoblast ( MESO ) expects to detail plans for its late-stage pipeline as well as growth strategy for Ryoncil during the company’s inaugural R&D Day, scheduled for Wednesday at 8:00 AM ET . More on Mesoblast Mesoblast Limited (MESO) Q2 2026 Earnings Call Transcript Mesoblast: Real-World Data Validates The Bull Case For Ryoncil Mesoblast rises as Ryoncil sales climb 60% in December quarter Seeking Alpha’s Quant Rating on Mesoblast Historical earnings data for Mesoblast