Docusign ( DOCU ) was in focus on Tuesday as Bank of America reinstated coverage on the electronic signature company with an Underperform rating and a $52 price target. Shares fell 1.7% in premarket trading. “Having dominated the eSignature software market, Docusign is in a more uncertain phase of its growth trajectory,” analyst Matt Bullock wrote in a note to clients. “With the eSignature market ...
Docusign ( DOCU ) was in focus on Tuesday as Bank of America reinstated coverage on the electronic signature company with an Underperform rating and a $52 price target. Shares fell 1.7% in premarket trading. “Having dominated the eSignature software market, Docusign is in a more uncertain phase of its growth trajectory,” analyst Matt Bullock wrote in a note to clients. “With the eSignature market approaching maturity and trending towards commoditization, DOCU’s revenue growth has stagnated in the high single digits for the past 10 quarters. Against this backdrop, the company is pivoting into a full-scale agreement management platform at a time when AI giants like OpenAI and Anthropic are jumping into the fray with document-focused AI tooling of their own. While DOCU has the right pieces in place to establish itself as a dominant force in intelligent agreement management (IAM), an inflection is not immediately apparent. Therefore, we see limited near-term upside for shares even as they trade at a discount.” More on DocuSign Docusign: Stabilizing Business At A Great Price Docusign: Buy The SaaS Panic Docusign, Inc. (DOCU) Q4 2026 Earnings Call Transcript Enterprise software joins Monday's rally, with Palantir and AppLovin leading Microsoft, Oracle seen as benefiting from AI, while Adobe, Docusign at risk: Jefferies
design master/iStock via Getty Images Gold Fields: 4% Yielder With Leverage To Gold Prices Data by YCharts Gold Fields Limited ( GFI ) is a gold miner that simply doesn’t get nearly enough love from North American investors. I can understand why—the name carries jurisdiction baggage from Ghana and South Africa that scares off a lot of the crowd chasing “safer” picks like Agnico Eagle Mines Limited...
design master/iStock via Getty Images Gold Fields: 4% Yielder With Leverage To Gold Prices Data by YCharts Gold Fields Limited ( GFI ) is a gold miner that simply doesn’t get nearly enough love from North American investors. I can understand why—the name carries jurisdiction baggage from Ghana and South Africa that scares off a lot of the crowd chasing “safer” picks like Agnico Eagle Mines Limited ( AEM ) and Kinross Gold Corporation ( KGC ). But when I look at the numbers today, and I mean really sit with them, this is a company producing 2.4 million gold-equivalent ounces per year, throwing off nearly $3 billion in adjusted free cash flow annually, and trading at roughly 7x forward earnings with a ~4% dividend yield. That’s a combination you almost never see in this sector, especially on the yield side of things—the mining stock yield averages just 1.88%, so you're getting a yield that's 121% greater than the average mining investor! This is also a miner that is performing pretty well operationally. Last year, net profits surged to $3.57 billion, and the company returned $1.7 billion to its shareholders (dividends, special dividends, and buybacks). The stock has had a monster run, but the stock has also recently pulled back more than 30% from its January highs near $60. For a buy-the-dip investor in gold miners, this is one of the more interesting setups I’ve seen lately. Gold Fields: What Are You Buying Here? Gold Fields Gold Fields owns and operates 9 gold mines in 6 countries (Australia, Ghana, Peru, Chile, and South Africa; it also owns a development project in Canada). Australia is the biggest contributor to its production, with 44% of its total output coming from three mines (Gruyere, Granny Smith, St. Ives, and Agnew). Chile’s Salares Norte, which hit commercial production in Q3 2025 and reached steady state by year-end, now accounts for 16% of the production mix. That mine alone produced 397,000 gold-equivalent ounces in its first full year and generated $...
Getty Images I haven't covered Ally Financial ( ALLY ) before. However, given its position in automotive loans and its status as a holding company for what essentially is a bank, I thought now might be a good idea to look at this company. What further interests me is that the company, recently, when compared to about January 2026, has declined about 16%, which is underperforming the market. This m...
Getty Images I haven't covered Ally Financial ( ALLY ) before. However, given its position in automotive loans and its status as a holding company for what essentially is a bank, I thought now might be a good idea to look at this company. What further interests me is that the company, recently, when compared to about January 2026, has declined about 16%, which is underperforming the market. This may imply that there is upside to be had here—and that, as a value investor, is what I will be investigating. Ally Financial, which was known as GMAC until after the GFC, is incorporated in Detroit and is basically a financial services company. It provides a variety of banking services. It is, in fact, considered a full-service digital bank, providing checking and savings, auto finance, and investment services—all of it usually managed on a mobile basis. The fact that it lacks any and all branches makes me want to differentiate it a little bit (aside from its other factors making it different), but it is de jure , based on its FDIC insurance, a bank. What also differs it from traditional banks is the fact that they do not offer any personal loans or mortgages, though this is actually following a restructuring/sale of those specific departments. Essentially, if you're okay with just a digital banking partner, Ally Financial may indeed be "yours." In this article, I intend to provide you with a basic outline and thesis for the business. I will be stating a PT, which is my price target for the company, where I believe you can buy the bank with a 15% annualized upside or thereabouts. I will also be providing a bit of a contrast, showing the bullish as well as the bearish scenario. The fact that Ally has been declining for about 3 months now suggests that there is at least some potential negativity viewed here. So what might that be? Ally Financial: Upside from financing and digital banking Ally is one of the largest companies in the US providing traditional car financing—in 2025...
Vadym Plysiuk/iStock via Getty Images War developments pulled in both directions, leaving investors on edge. On the one hand, Iran struck an oil tanker carrying Kuwait oil in port in Dubai. On the other hand, reports suggest President Trump told aides he is willing to wind down hostilities and pressure Iran diplomatically to re-open the Strait of Hormuz. May WTI has held about $100 today and appro...
Vadym Plysiuk/iStock via Getty Images War developments pulled in both directions, leaving investors on edge. On the one hand, Iran struck an oil tanker carrying Kuwait oil in port in Dubai. On the other hand, reports suggest President Trump told aides he is willing to wind down hostilities and pressure Iran diplomatically to re-open the Strait of Hormuz. May WTI has held about $100 today and approached $107 a barrel. June Brent reached almost $110 and is now almost flat on the day around $107.50. The dollar ( DXY ) is narrowly mixed with a slightly firmer profile. The jump in the eurozone’s CPI this month was no surprise. There are large options struck at $1.15 that expire today and tomorrow that may help block much of a euro recovery. Tokyo reported softer March CPI but also weaker February industrial production and retail sales. Still, the greenback has held below JPY160. Several Fed officials speak today, including Presidents Goolsbee and Schmid on the economy, while Governor Barr speaks late in the session on regulation of stablecoins. With today’s February JOLTS report, the economic focus in the US shifts to the labor market, with the ADP private sector estimate out tomorrow and the March nonfarm payroll report on Friday. The median forecast in Bloomberg’s survey is for a 65k increase from a preliminary estimate of a loss of 92k jobs in February. Prices G10 • The five-session slide took the euro from above $1.16 to slightly below $1.1445, which matches the low from March 19. It recovered to almost $1.1500 on news that President Trump again teased about the end of war, and without re-opening the Strait of Hormuz. However, the upticks were not sustained, and the euro is hovering around little-changed levels. Note that there are 2.5 bln euros options at $1.15 that expire today and another 4 bln euros options that expire there tomorrow. The low set on March 13 (~$1.1410) was the lowest since last August. • The yen was squeezed higher as some of the late shorts cove...
SCYNEXIS ( SCYX ) announced on Tuesday that it has entered into a securities purchase agreement with certain new and existing institutional and accredited investors. The company anticipates upfront gross proceeds from the private placement to be approximately $40M, before deducting placement agent fees and transaction-related expenses, and up to an additional $52.2M in gross proceeds if the common...
SCYNEXIS ( SCYX ) announced on Tuesday that it has entered into a securities purchase agreement with certain new and existing institutional and accredited investors. The company anticipates upfront gross proceeds from the private placement to be approximately $40M, before deducting placement agent fees and transaction-related expenses, and up to an additional $52.2M in gross proceeds if the common warrants are fully exercised for cash. The private placement is expected to close on or about April 1, 2026. Pursuant to the terms of the securities purchase agreement, the company will issue an aggregate of 34.75M shares of its common stock, pre-funded warrants to purchase up to 8.75M shares of common stock, and accompanying common warrants to purchase up to an aggregate of 43.5M shares of common stock or pre-funded warrants. The aggregate share issuance includes 108,695 common shares and accompanying common warrants that were sold to the company’s president and chief executive officer, David Angulo . Each common share (or pre-funded warrant) will be accompanied by one common warrant. The common shares and accompanying common warrants were sold at a combined price of $0.92 per common share and accompanying common warrant, and 8,750,000 pre-funded warrants and accompanying common warrants were sold at a combined price of $0.9199 per pre-funded warrant and accompanying common warrant. Each pre-funded warrant is immediately exercisable and will expire when exercised in full. Each common warrant will be exercisable for one share of common stock (or pre-funded warrants in lieu thereof) at an exercise price of $1.20 per share. The company intends to use the net proceeds from the private placement for working capital and general corporate purposes. Based on the company's current plans, the Company estimates its existing cash, cash equivalents, and marketable securities, together with the anticipated net proceeds from the private placement (excluding potential proceeds from the e...
Sundry Photography/iStock Editorial via Getty Images Introduction SiTime's ( SITM ) shares have experienced an amazing run-up since last year; the stock is up more than 100% over this 1-year period, driven by investor enthusiasm over its growth prospects. Currently, SiTime's shares have experienced a slight pullback of 26% since their highs of $440 per share in early March. This is on the back of ...
Sundry Photography/iStock Editorial via Getty Images Introduction SiTime's ( SITM ) shares have experienced an amazing run-up since last year; the stock is up more than 100% over this 1-year period, driven by investor enthusiasm over its growth prospects. Currently, SiTime's shares have experienced a slight pullback of 26% since their highs of $440 per share in early March. This is on the back of an industry-wide tech stock selloff, which was induced by the US-Iran war. You might be wondering whether this could be a potential entry point into the stock; however, I am initiating the stock with a HOLD recommendation, which is premised on a few key reasons: First, SiTime is benefitting from AI-related growth as data centers are adopting its MEMS oscillators in both AI servers and networking equipment. The company has also secured a major design win in Apple's ( AAPL ) C1 internal modem, which could potentially drive large shipment growth for the company as Apple gradually replaces Qualcomm's ( QCOM ) modem with its own internal design. But looking at the company's expensive valuation of 60x FY2026 P/E, I prefer waiting for a further pullback in stock prices before recommending a BUY. Business Overview SiTime is a provider of precision timing components for the global electronics industry. Currently, most of the timing components used in the world are based on quartz resonators/oscillators, as it is a mature and low-cost technology for timekeeping. The key differentiator of SiTime is that they provide silicon-based MEMS timing components, which is a relatively new technology that is disrupting the time-keeping market. Compared to quartz, MEMS-based resonator/oscillators offer better reliability - traditional quartz resonators/oscillators are prone to vibration or shock damage, which means they are much more fragile. Besides that, quartz resonators/oscillators have higher power consumption and occupy a larger space compared to MEMS. The main drawback for MEMS, however, i...