Seekingalpha
166 stories
Semiconductor Stocks in Sixth Straight Down Day
Semiconductor stocks face sixth straight decline as Philadelphia Semiconductor Index drops 3%.
Bespoke Investment Group · 1m
Nordson Stock: Packaging Recovery vs Price Pressure
Nordson's packaging recovery shows strength but price growth lags behind expectations.
Simple Investment Ideas · 1m
Real Retail Sales Rise in September
Real retail sales increased 0.8% month-over-month in September, matching two past recessions.
Advisor Perspectives Charts · 1m
Beam Global Acquires ScoutDI
Beam Global's CEO explains why acquiring ScoutDI is a strategic move for the company's future.
SA Transcripts · 1m
Alcoa Q3 Earnings Call
Alcoa reports Q3 2026 results in earnings call presentation.
SA Transcripts · 1m
Cardinal Infrastructure Shares Plummet After M&A Surge
Cardinal Infrastructure's shares crashed after aggressive M&A deals failed to boost margins.
The Value Investor · 1m
Measuring Risk In Private Credit Markets
Private credit markets offer lenders strong protections and risk-adjusted returns through concentrated ownership structures.
Principal Financial Group · 1m
Armstrong World Industries Shares Hold Despite Growth
AWI stock rated 'Hold' as growth doesn't justify current valuation.
Daniel Jones · 1m
MAGS ETF Targets 20% Annual Returns
Magnificent 7 ETF could still deliver 20% annual returns despite market risks.
PropNotes · 1m
Tesla's Valuation Challenge
Tesla's growth demands high returns to justify its stock price.
Oliver Rodzianko · 1m
Rocket Lab shares drop after Neutron launch delay
Rocket Lab shares tumble as Neutron rocket's first launch delayed to 2027.
Rob Williams, SA News Editor · 1m
Government Buys CoreCivic Buildings
US government acquires CoreCivic's facilities while keeping operations.
Jordan Aquilina · 1m
AriBio Phase 3 Results for Alzheimer's Drug
AriBio's Alzheimer's drug AR1001 nears phase 3 results with Fosun Pharmaceuticals.
Lane Simonian · 1m
Bilbel Capital H1 2026 Letter
Bilbel Capital's H1 2026 letter highlights Water Oasis Group's cash strength and acquisition strategy.
Fund Letters · 2m
ARB Corporation Limited AGM Opens
ARB Corporation Limited holds its 40th Annual General Meeting with directors and shareholders present.
SA Transcripts · 1m
Quanta Services Stock: Strong Backlog and Growth Opportunity
Quanta Services stock shows strong growth with $53.4B backlog and $1.5T market potential.
Research Wise · 1m
September CPI Report Boosts Rate Hike Odds
September CPI data pushes October Fed rate hike odds higher.
Cain Lee · 1m
PVAL ETF Outperforms Value Funds
Putnam's PVAL ETF leads value funds with strong returns and low overlap.
The Sunday Investor · 1m
Eagle Materials Stock Rises After Upgrade
Eagle Materials stock jumps 20% after analyst upgrades from hold to buy.
Daniel Jones · 1m
Ichigo Inc. Q2 2027 Earnings Results
Ichigo Inc. reports Q2 2027 earnings with 3% business profit growth and 4% EPS increase.
SA Transcripts · 1m
NioCorp Shows U.S. Bank Project Site
NioCorp reveals U.S. Export-Import Bank's Elk Creek project site for officials and media.
SA Transcripts · 1m
Madison Square Garden Stock Expected Strong Q1 Earnings
Madison Square Garden's Q1 earnings to boost stock price with Harry Styles and Bon Jovi residencies.
Sorrento Research · 1m
HYLB ETF: Shorter Duration Helps, But Credit Risk Is Rising
HYLB ETF's short duration boosts yield but rising credit risk demands caution.
Ivan Gaddari · 1m
Regions Financial Preferred: Lower Duration, Limited Yield Appeal
Regions Financial's Series C preferred offers low interest risk but modest returns compared to other series.
Prakhar Agarwal, CFA · 1m
Political Comments On Seeking Alpha
Seeking Alpha's political comments forum hosts heated discussions with strict moderation guidelines.
Political Comments · 1m
JNJ Q3 Earnings Drop Amid Talc Litigation
Johnson & Johnson's Q3 earnings fell as talc litigation costs and medtech slowdown hit.
Edmund Ingham · 1m
UnitedHealth Q3 Results Beat
UnitedHealth's Q3 results beat expectations with improved cost management but analysts caution against buying the stock.
Kenio Fontes · 1m
AST SpaceMobile's Satellite Tech Boosts Stock
AST SpaceMobile's satellite tech could boost stock after SpaceX validates its market.
Carla Magliocco · 1m
Northrop Grumman Q3 Preview: Bad News Priced In
Northrop Grumman stock near 52-week lows despite strong Q2 results and record backlog.
Julia Ostian · 1m
XMPT ETF Under Rate Pressure
VanEck CEF Muni Income ETF faces amplified downside from rising Treasury rates and leveraged muni CEF discounts.
Nick Ackerman · 1m
Ridgepost Capital Stock: Positive Fundraising Outlook Should Drive A Re-Rating
Ridgepost Capital's buy rating boosted by strong fundraising outlook.
Sorrento Research · 1m
Unit Corp Rating Downgraded
Unit Corp gets sell rating as cash strategy unclear.
Long Player · 1m
Fidus Investment Stock: Fed Pivot, Solid NII, Premium Valuation
Fidus Investment stock set for premium valuation after Fed rate hikes boost net investment income.
The Asian Investor · 1m
Telecoms Drop Worst in Two Years
Telecoms hit second-worst single-day decline since 1990 as satellite cellular threats loom.
Bespoke Investment Group · 1m
Starwood Property Trust Faces Rate Pressure
Starwood Property Trust's net lease expansion collides with rising rates.
REITer's Digest · 1m
Nu Holdings Downgrades Brazil Election Rally
Nu Holdings downgrades Brazil's election rally as macro risks outweigh stock gains.
Kenio Fontes · 1m
Tilray Q1 Results Disappoint
Tilray's Q1 revenue missed estimates as core cannabis sales drop.
Bill Maurer · 1m
Nvidia's Hidden Valuation Edge
Nvidia's strong buy rating contrasts with cautious analyst sentiment.
Seeking Alpha Videos · 1m
Coherent Stock: Tempting Buy With Big Caveat
Coherent's optical growth attracts investors but one factor makes it risky.
Hunting Alphas · 1m
S&P 500 Outperforms in 2026
S&P 500 delivers double-digit returns as 2026's top-performing asset class.
The Worker's Advocate · 1m
Pangaea Logistics Stock Prices In Strong Cycle
Pangaea Logistics stock already prices in strong freight cycle with no upside.
CAN Analyst · 1m
Houlihan Lokey Sells Into 2QFY27 Earnings
Houlihan Lokey faces sell pressure as 2QFY27 earnings risk grows.
Sorrento Research · 1m
SoFi Needs 52-62% Margin to Hit 2026 Profit Target
SoFi must hit 52-62% incremental margin in H2 to reach $1.6B adjusted EBITDA by 2026.
Rick Orford · 1m
USA Rare Earth Stock Price Assumes Western Premium
USA Rare Earth's stock price reflects Western market premium despite contract not promising upside.
The Bullionaire · 1m
S&P Global's Moat on Sale
S&P Global's durable business moats are undervalued amid AI disruption fears.
Perseus Perspectives · 1m
IGIB ETF Faces Rate-Driven Slump
IGIB ETF's 5.9% yield and tight spreads face rate-driven pressure as traders wait for $51.35 break.
Ivan Gaddari · 1m
SpaceX Targets 1% Phone Market Share
SpaceX's wireless spectrum move could capture 1% of the phone market with minimal impact.
Capital Minded · 1m
MercadoLibre Stock Analysis
MercadoLibre stock shows strong Q2 results with near 13% FCF yield.
Mike Zaccardi, CFA, CMT · 1m
Tradeweb ETF Trading Activity Hits Record High
European and U.S. ETF trading volumes surge to record levels in September.
Tradeweb · 1m
Disney Skydance Boosts Stock
Skydance merger strengthens Disney's IP value and stock outlook.
Kenio Fontes · 1m
MTY Food Group: High-Margin Franchise Trading At 17.82% FCF Yield
MTY Food Group boosts shareholder returns with high-margin franchise focus and dividend hike.
Philipp Brohl · 1m
Deep Fission Pipeline Upside
Deep Fission's 18.5 GW pipeline could boost shares to $8.50, $10 if execution succeeds.
DCF Value Investor · 1m
RDVY ETF Holds Amid High Rates
RDVY ETF shows capital growth with low income in high-rate environment.
Crimson And Gold Research · 1m
Comfort Systems USA: AI Infrastructure Winner
Comfort Systems USA's AI infrastructure growth drives record revenue and expansion.
Blake Winiecki · 1m
Netgear Downgraded to Sell
Netgear's revenue declines and profit volatility lead to a sell rating downgrade.
Daniel Jones · 1m
CPI PPI Data Could End October Roughly
October's CPI and PPI data may trigger market volatility as earnings season approaches.
David H. Lerner · 1m
Celsius Stock Targeted for Growth
Celsius energy drinks poised for expansion with strong financials and global strategy.
Florian Muller · 1m
Latigo Stock May Profit From Vertex Market
Latigo Biotherapeutics (LTGO) could see significant gains as Vertex's market groundwork supports its onzotrigine trials.
Equity Eagle · 1m
SpaceX Telecom Sell-Off and Micron's Strong Buy
SpaceX's $8B spectrum deal sparks telecom stock sell-off as Micron maintains strong buy rating.
Investing Experts Podcast · 2m
Donaldson's Replacement Filter Business Gains Second Engine
Donaldson's replacement filter business shows strong growth with new revenue streams and margin recovery.
LL Insights · 1m
