Sandwish/iStock via Getty Images Introduction Aside from overall market volatility recently, the BDC ( BIZD ) sector has seen higher volatility, mainly due to the sell-off in software companies. With many BDCs having high exposure to the sector, it has resulted in underperformance. But sometimes volatility can equal opportunity. In the case of TriplePoint Venture Growth BDC Corp. ( TPVG ), a BDC I...
Sandwish/iStock via Getty Images Introduction Aside from overall market volatility recently, the BDC ( BIZD ) sector has seen higher volatility, mainly due to the sell-off in software companies. With many BDCs having high exposure to the sector, it has resulted in underperformance. But sometimes volatility can equal opportunity. In the case of TriplePoint Venture Growth BDC Corp. ( TPVG ), a BDC I've been quite bearish on in the past, the beaten-down share price makes them more attractive than before. While the near 19% yield is particularly attractive for income-focused investors, investors need to understand this comes at extremely high risk. But due to headwinds likely priced in here, I am upgrading the stock from a sell to a hold. In this article, I discuss TriplePoint Venture Growth BDC Corp.'s latest earnings, fundamentals, and why I've decided to upgrade them to a hold. Previous Sell Thesis I last covered TPVG back in June of 2025, downgrading them from a hold to sell due to the high risk of a dividend cut because of deteriorating fundamentals. As a result, I thought the downside risks outweighed the reward. Since TPVG has done just that, reducing the dividend two months later and underperforming as a result. The share price is down roughly 31%, significantly underperforming the S&P ( SP500 ), which is up a little over 5% despite increased volatility in recent months. Seeking Alpha Credit Stabilization TriplePoint Venture Growth BDC reported their Q4 earnings earlier this month. And although their performance was lackluster, they did seem to see some credit stabilization. Net investment income amounted to $0.25, giving them dividend coverage of 109%. Total investment income amounted to $22.5 million. Both top and bottom lines were down from the prior year. But on a positive note, TPVG saw higher investment activity. NII on a per-share basis declined from $0.32 due to lower portfolio yields because of lower base rates. TPVG's portfolio yield on debt investment...
Vheda Health ranks No. 10 in the Healthcare category on Fast Company's 2026 Most Innovative Companies list, joining the ranks of Google, Nvidia, Adidas, Walmart, and more. COLUMBIA, MD / ACCESS Newswire / March 24, 2026 / Vheda Healthhas been named ...
Vheda Health ranks No. 10 in the Healthcare category on Fast Company's 2026 Most Innovative Companies list, joining the ranks of Google, Nvidia, Adidas, Walmart, and more. COLUMBIA, MD / ACCESS Newswire / March 24, 2026 / Vheda Healthhas been named ...
Upstage AI, an enterprise AI company, today was named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World's 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions.
Upstage AI, an enterprise AI company, today was named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World's 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions.
CHICAGO, March 24, 2026--KeyCare, the only national Epic-based virtual care group, today announced the deployment of NVIDIA’s Nemotron large language model in production to power its AI-driven patient intake agent. KeyCare selected Nemotron for its strong reasoning performance, consistency, and suitability for real-world clinical workflows.
CHICAGO, March 24, 2026--KeyCare, the only national Epic-based virtual care group, today announced the deployment of NVIDIA’s Nemotron large language model in production to power its AI-driven patient intake agent. KeyCare selected Nemotron for its strong reasoning performance, consistency, and suitability for real-world clinical workflows.
Fennec Pharmaceuticals press release ( FENC ): Q4 GAAP EPS of -$0.17 misses by $0.21 . Revenue of $13.78M (+73.8% Y/Y) misses by $0.95M . Cash and cash equivalents were $36.8 million as of December 31, 2025. For the FY 2025, there was a $10.2 million increase in cash and cash equivalents between December 31, 2024 and December 31, 2025. As of December 31, 2025 the company had $0 in debt outstanding...
Fennec Pharmaceuticals press release ( FENC ): Q4 GAAP EPS of -$0.17 misses by $0.21 . Revenue of $13.78M (+73.8% Y/Y) misses by $0.95M . Cash and cash equivalents were $36.8 million as of December 31, 2025. For the FY 2025, there was a $10.2 million increase in cash and cash equivalents between December 31, 2024 and December 31, 2025. As of December 31, 2025 the company had $0 in debt outstanding. More on Fennec Pharmaceuticals Seeking Alpha’s Quant Rating on Fennec Pharmaceuticals Historical earnings data for Fennec Pharmaceuticals Financial information for Fennec Pharmaceuticals
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
lcva2 Microsoft ( MSFT ) was in focus on Tuesday as Bank of America reinstated coverage on the tech giant with a Buy rating and $500 price target. “We are reinstating coverage of Microsoft ( MSFT ) with a Buy rating and a $500 PO, implying 31% upside potential, supported by durable multi-year growth across cloud and AI,” analyst Tal Liani wrote in a note to clients. “Microsoft’s advantage lies in ...
lcva2 Microsoft ( MSFT ) was in focus on Tuesday as Bank of America reinstated coverage on the tech giant with a Buy rating and $500 price target. “We are reinstating coverage of Microsoft ( MSFT ) with a Buy rating and a $500 PO, implying 31% upside potential, supported by durable multi-year growth across cloud and AI,” analyst Tal Liani wrote in a note to clients. “Microsoft’s advantage lies in its ability to capitalize on AI across both infrastructure and applications: Its Azure cloud infrastructure platform provides the compute and data foundation for enterprise AI workloads, while Microsoft’s primary software products, 365, Dynamics, Github, and Windows, embed into everyday tasks that drive attach and consumption. Our 24x CY27E P/E valuation reflects Microsoft’s resilient growth profile and long-term monetization potential across its AI offerings.” Delving deeper, Liani noted that the key debates for Microsoft over the coming years include the “durability and convertibility” of its AI backlog (now around $625B as of the last quarter ); the financial implications of its relationship with OpenAI ( OPENAI ); and whether the AI cycle is a bubble or an “enduring shift.” Liani also said he expects Microsoft to grow revenue between 15% and 17% over the next three years, including a 24% to 28% growth in Intelligent Cloud. “We estimate gross margins will compress 340bps from FY24-FY28 amid elevated compute and data center costs, but think Microsoft can sustain 46%+ operating margins from FY26-FY28, supported by its high-margin software business and disciplined expense management,” Liani added. “Free cash flow margins are also expected to be pressured into the low-20s, down from 30% in FY24, as capex increases from $44bn in 2024 to ~$143bn by FY28, but we view this as transitory given the expected ramp in AI revenues.” More on Microsoft Microsoft: Agentic AI May Be The 2-In-1 Recovery Catalyst Microsoft: Beneath The Selloff Microsoft: Don't Jump To Conclusions From The R...
lcva2 Microsoft ( MSFT ) was in focus on Tuesday as Bank of America reinstated coverage on the tech giant with a Buy rating and $500 price target. “We are reinstating coverage of Microsoft ( MSFT ) with a Buy rating and a $500 PO, implying 31% upside potential, supported by durable multi-year growth across cloud and AI,” analyst Tal Liani wrote in a note to clients. “Microsoft’s advantage lies in ...
lcva2 Microsoft ( MSFT ) was in focus on Tuesday as Bank of America reinstated coverage on the tech giant with a Buy rating and $500 price target. “We are reinstating coverage of Microsoft ( MSFT ) with a Buy rating and a $500 PO, implying 31% upside potential, supported by durable multi-year growth across cloud and AI,” analyst Tal Liani wrote in a note to clients. “Microsoft’s advantage lies in its ability to capitalize on AI across both infrastructure and applications: Its Azure cloud infrastructure platform provides the compute and data foundation for enterprise AI workloads, while Microsoft’s primary software products, 365, Dynamics, Github, and Windows, embed into everyday tasks that drive attach and consumption. Our 24x CY27E P/E valuation reflects Microsoft’s resilient growth profile and long-term monetization potential across its AI offerings.” Delving deeper, Liani noted that the key debates for Microsoft over the coming years include the “durability and convertibility” of its AI backlog (now around $625B as of the last quarter ); the financial implications of its relationship with OpenAI ( OPENAI ); and whether the AI cycle is a bubble or an “enduring shift.” Liani also said he expects Microsoft to grow revenue between 15% and 17% over the next three years, including a 24% to 28% growth in Intelligent Cloud. “We estimate gross margins will compress 340bps from FY24-FY28 amid elevated compute and data center costs, but think Microsoft can sustain 46%+ operating margins from FY26-FY28, supported by its high-margin software business and disciplined expense management,” Liani added. “Free cash flow margins are also expected to be pressured into the low-20s, down from 30% in FY24, as capex increases from $44bn in 2024 to ~$143bn by FY28, but we view this as transitory given the expected ramp in AI revenues.” More on Microsoft Microsoft: Agentic AI May Be The 2-In-1 Recovery Catalyst Microsoft: Beneath The Selloff Microsoft: Don't Jump To Conclusions From The R...
lcva2 Microsoft ( MSFT ) was in focus on Tuesday as Bank of America reinstated coverage on the tech giant with a Buy rating and $500 price target. “We are reinstating coverage of Microsoft ( MSFT ) with a Buy rating and a $500 PO, implying 31% upside potential, supported by durable multi-year growth across cloud and AI,” analyst Tal Liani wrote in a note to clients. “Microsoft’s advantage lies in ...
lcva2 Microsoft ( MSFT ) was in focus on Tuesday as Bank of America reinstated coverage on the tech giant with a Buy rating and $500 price target. “We are reinstating coverage of Microsoft ( MSFT ) with a Buy rating and a $500 PO, implying 31% upside potential, supported by durable multi-year growth across cloud and AI,” analyst Tal Liani wrote in a note to clients. “Microsoft’s advantage lies in its ability to capitalize on AI across both infrastructure and applications: Its Azure cloud infrastructure platform provides the compute and data foundation for enterprise AI workloads, while Microsoft’s primary software products, 365, Dynamics, Github, and Windows, embed into everyday tasks that drive attach and consumption. Our 24x CY27E P/E valuation reflects Microsoft’s resilient growth profile and long-term monetization potential across its AI offerings.” Delving deeper, Liani noted that the key debates for Microsoft over the coming years include the “durability and convertibility” of its AI backlog (now around $625B as of the last quarter ); the financial implications of its relationship with OpenAI ( OPENAI ); and whether the AI cycle is a bubble or an “enduring shift.” Liani also said he expects Microsoft to grow revenue between 15% and 17% over the next three years, including a 24% to 28% growth in Intelligent Cloud. “We estimate gross margins will compress 340bps from FY24-FY28 amid elevated compute and data center costs, but think Microsoft can sustain 46%+ operating margins from FY26-FY28, supported by its high-margin software business and disciplined expense management,” Liani added. “Free cash flow margins are also expected to be pressured into the low-20s, down from 30% in FY24, as capex increases from $44bn in 2024 to ~$143bn by FY28, but we view this as transitory given the expected ramp in AI revenues.” More on Microsoft Microsoft: Agentic AI May Be The 2-In-1 Recovery Catalyst Microsoft: Beneath The Selloff Microsoft: Don't Jump To Conclusions From The R...
Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the best high profit margin stocks to buy. On March 11, Truist Securities reiterated its Buy rating on Palantir Technologies Inc. (NASDAQ:PLTR) and set a price target of $223. Analyst Arvind Ramnani visited Palantir’s premises, where he spoke with the company’s CFO, Chief Architect, and Head of Investor Relations, […]
Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the best high profit margin stocks to buy. On March 11, Truist Securities reiterated its Buy rating on Palantir Technologies Inc. (NASDAQ:PLTR) and set a price target of $223. Analyst Arvind Ramnani visited Palantir’s premises, where he spoke with the company’s CFO, Chief Architect, and Head of Investor Relations, […]
Broadcom Inc. (NASDAQ:AVGO) ranks among the best high profit margin stocks to buy. On March 5, Benchmark reaffirmed its Buy rating and $485 price target for Broadcom Inc. (NASDAQ:AVGO), highlighting the company’s better-than-expected second-quarter forecasts. Broadcom Inc. (NASDAQ:AVGO) exceeded market estimates with earnings per share of $2.05, compared to the projection of $2.02. The company […]
Broadcom Inc. (NASDAQ:AVGO) ranks among the best high profit margin stocks to buy. On March 5, Benchmark reaffirmed its Buy rating and $485 price target for Broadcom Inc. (NASDAQ:AVGO), highlighting the company’s better-than-expected second-quarter forecasts. Broadcom Inc. (NASDAQ:AVGO) exceeded market estimates with earnings per share of $2.05, compared to the projection of $2.02. The company […]
Meta Platforms, Inc. (NASDAQ:META) ranks among the best high profit margin stocks to buy. On March 5, Erste Group raised Meta Platforms, Inc. (NASDAQ:META) to Buy from Hold, highlighting the company’s AI investments and pricing. Analyst Hans Engel stated that Meta expects a major increase in spending to meet its AI objectives in 2026. Based […]
Meta Platforms, Inc. (NASDAQ:META) ranks among the best high profit margin stocks to buy. On March 5, Erste Group raised Meta Platforms, Inc. (NASDAQ:META) to Buy from Hold, highlighting the company’s AI investments and pricing. Analyst Hans Engel stated that Meta expects a major increase in spending to meet its AI objectives in 2026. Based […]
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best high profit margin stocks to buy. On March 5, Tigress Financial Partners boosted its price target for NVIDIA Corporation (NASDAQ:NVDA) to $360 from an unspecified previous target, while retaining a Strong Buy rating on the company’s shares. The firm stated that its fourth-quarter 2026 results increased its AI […]
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best high profit margin stocks to buy. On March 5, Tigress Financial Partners boosted its price target for NVIDIA Corporation (NASDAQ:NVDA) to $360 from an unspecified previous target, while retaining a Strong Buy rating on the company’s shares. The firm stated that its fourth-quarter 2026 results increased its AI […]
WisdomTree ( WT ) priced a $603.75M convertible notes offering due 2031, including the full exercise of an additional $78.75M option by the initial purchasers. The notes will bear interest at 4.50% per year and mature on October 1, 2031, unless earlier converted, repurchased or redeemed. The notes can be converted into WisdomTree stock at an initial rate of about 46.33 shares per $1,000, equal to ...
WisdomTree ( WT ) priced a $603.75M convertible notes offering due 2031, including the full exercise of an additional $78.75M option by the initial purchasers. The notes will bear interest at 4.50% per year and mature on October 1, 2031, unless earlier converted, repurchased or redeemed. The notes can be converted into WisdomTree stock at an initial rate of about 46.33 shares per $1,000, equal to a conversion price of $21.58 per share — a roughly 60% premium to the stock’s last close of $13.49. The offering is expected to close on March 30, 2026, and generate about $591.2M in net proceeds. The company plans to use roughly $200M to fund its previously announced Atlantic House acquisition and about $302.7M to exchange existing 2029 convertible notes. The remaining proceeds will go toward general corporate purposes, including debt repayment. Concurrently, WisdomTree struck deals with noteholders to exchange existing debt. The company will swap $75M of its 2026 notes for about 6.81M shares plus ~$0.7M in cash in respect of accrued and unpaid interest on such notes and $275M of its 2029 notes for ~$302.7M in cash, ~4.19M shares, and ~$1.1M in interest. WisdomTree ( WT ) expects to record a one-time loss of about $105M from these transactions. Source: Press Release More on WisdomTree WisdomTree: Time For Profit Taking Following A Strong Share Price Rally WisdomTree, Inc. (WT) Q4 2025 Earnings Call Transcript WisdomTree, Inc. 2025 Q4 - Results - Earnings Call Presentation WisdomTree plans $525M convertible notes offering to fund acquisition WisdomTree to buy Atlantic House for £150M