Paypal's price to value strategy with Braintree is helping drive modest transaction margin growth. But many other key metrics such as payment volumes, TPVs and active accounts growth are all posting disappointing figures. PYPL's valuation discount to peers is narrower than usual, which I believe is unjustified given weak fundamental performance.

Foot Locker Stock Stepping Into Earnings Confessional — Neutral
FL Schaeffers Research — May 27, 2025Retailer Foot Locker Inc (NYSE:FL) will announce its latest quarterly results before the open Thursday, May 29.

Great Lakes Dredge & Dock: Backlog And Margin Gains Signal Late-Cycle Opportunity — Positive
GLDD Seeking Alpha — May 27, 2025Great Lakes Dredge & Dock posted 300%+ net income growth in 2024, driven by strong execution, margin expansion, and a $1B+ high-margin backlog. Valuation remains compelling at 10.6x P/E and 8.0x EV/EBITDA, making GLDD a clear late-cycle opportunity as earnings continue to accelerate. Backlog is dominated (95%) by capital and coastal protection projects, positioning GLDD for higher margins, continued profitability and steady cash flows.

Nvidia's (NVDA) sales growth has slowed, down sharply from over 250% a year ago. Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks In Translation podcast, breaks down what Nvidia's cooling momentum could mean for the broader artificial intelligence (AI) trade ahead of the company's earnings.

Pure Storage Margin To Expand From NAND Pricing Weakness: Analyst — Positive
PSTG Benzinga — May 27, 2025B of A Securities analyst Wamsi Mohan revised full-year estimates for Pure Storage, Inc. PSTG ahead of its earnings release on May 28.

Zino: Revenue & Tariffs Weigh on NVDA Earnings Volatility, Share Buybacks in 2025 — Neutral
NVDA Schwab Network — May 27, 2025CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and Blackwell revenue are crucial for the company, according to Angelo, as the A.I.

Shareholders of Compass Group Diversified Holdings, LLC (CODI): Protect Your Rights Before July 8, 2025 - Contact Levi & Korsinsky — Neutral
CODI Accesswire — May 27, 2025NEW YORK, NY / ACCESS Newswire / May 27, 2025 / If you suffered a loss on your Compass Group Diversified Holdings, LLC (NYSE:CODI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/compass-diversified-lawsuit-submission-form?prid=150405&wire=1&utm_campaign=21 or contact Joseph E. Levi, Esq.

Compass Diversified (CODI) Faces Securities Class Action After Admitting to Accounting “Irregularities” – Hagens Berman — Neutral
CODI GlobeNewsWire — May 27, 2025SAN FRANCISCO, May 27, 2025 (GLOBE NEWSWIRE) -- A securities class action lawsuit has been filed against Compass Diversified (NYSE: CODI) and certain of its executives after the company disclosed that it would restate its 2024 financial statements due to unrecorded financing arrangements and “irregularities” within its Lugano business unit. The suit, styled Matthews v. Compass Diversified Holdings, LLC, et al., No. 8:25-cv-00981 (C.D. Cal.), seeks to represent investors who purchased Compass Diversified securities between May 1, 2024 and May 7, 2025.

Sprouts Farmers Market Stock Nears 2 Bullish Trendlines — Positive
SFM Schaeffers Research — May 27, 2025Grocery chain Sprouts Farmers Market Inc (NASDAQ:SFM) has been chopping higher over the past year, doubling since last May and up 30% in 2025.

Iovance Biotherapeutics (IOVA) Faces Investor Lawsuit Over Growth Projections Following Stock Plunge – Hagens Berman — Neutral
IOVA GlobeNewsWire — May 27, 2025SAN FRANCISCO, May 27, 2025 (GLOBE NEWSWIRE) -- Biotechnology firm Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) is facing a securities class action lawsuit in the Northern District of California, alleging that the company misled investors about its growth potential and ability to capitalize on demand for its cancer treatments. The case, Farberov v. Iovance Biotherapeutics, Inc., et al., centers on statements made between May 9, 2024, and May 8, 2025, a period that includes an expansion from the initial August 2024 start date.

Robinhood vs. Coinbase: Why One Stock Is a Much Bigger Winner — Positive
COIN HOOD Barrons — May 27, 2025The boom in Bitcoin is driving both stocks. But Robinhood is on a meteoric rise because of the very obvious rebound in riskier stocks.

Federal Housing Finance Agency Director Bill Pulte takes aim at the credit analytics company yet again.

UnitedHealth Group (UNH) Shares Crater Again on WSJ Report of DOJ Criminal Investigation; Securities Class Action Pending – Hagens Berman — Neutral
UNH GlobeNewsWire — May 27, 2025SAN FRANCISCO, May 27, 2025 (GLOBE NEWSWIRE) -- On May 15, 2025, investors in UnitedHealth Group (NYSE: UNH) saw the price of their shares crater as much as $59.13 (-19%) after The Wall Street Journal reported that the company is under criminal investigation for possible Medicare fraud. This latest development comes on the heels of the filing of a securities class action suit against UnitedHealth, and just one day after its CEO Andrew Witty stepped down and the company pulled its 2025 guidance which the company issued less than one month ago.

Napco (NSSC) Navigates Distributor Inventory Shifts Amidst Ongoing Investor Lawsuit – Hagens Berman — Neutral
NSSC GlobeNewsWire — May 27, 2025SAN FRANCISCO, May 27, 2025 (GLOBE NEWSWIRE) -- Security systems manufacturer Napco Security Technologies, Inc. (NASDAQ: NSSC), already facing a securities class action lawsuit stemming from earlier disclosures about its distribution network, reported mixed results for its third quarter of fiscal year 2025 on May 5. This new development underscores the challenges the company is currently navigating amidst ongoing legal scrutiny.

Morgan Stanley: Rebound Underestimated; Initiate Buy On Earnings Leverage — Positive
MS Seeking Alpha — May 27, 2025We initiate MS with a Buy rating and $162 PT, as the market underestimates the durability and scale of the earnings rebound underway. Expect above-consensus FY 2025E/FY 2026E EPS driven by resilient trading, strong capital markets pipelines, and structural wealth management margin expansion. Capital markets cycle is in a 'pause, not delete' phase, setting up for sharp H2 2025 earnings leverage as pipelines unlock and operational momentum accelerates.

CrowdStrike Named a Customers' Choice in the 2025 Gartner® Peer Insights™ ‘Voice of the Customer' for Endpoint Protection Platforms Report — Neutral
CRWD Business Wire — May 27, 2025AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced its recognition as a Customers' Choice in the 2025 Gartner Peer Insights™ ‘Voice of the Customer' for Endpoint Protection Platforms report1. CrowdStrike has the most 5-star ratings (450) of any Customers' Choice vendor and has a 97% Willingness to Recommend score, based on 601 overall responses as of January 2025. CrowdStrike is the only vendor named a Customers' Choice in every iteration of the Voice of the Customer for.

Class Action Alert: Levi & Korsinsky Reminds Treace Medical Concepts, Inc. (TMCI) Investors of June 10, 2025 Deadline — Neutral
TMCI Accesswire — May 27, 2025NEW YORK, NY / ACCESS Newswire / May 27, 2025 / If you suffered a loss on your Treace Medical Concepts, Inc. (NASDAQ:TMCI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/treace-medical-concepts-inc-lawsuit-submission-form-2?prid=150404&wire=1&utm_campaign=17 or contact Joseph E. Levi, Esq.

Shareholders of Zenas BioPharma, Inc. (ZBIO): Protect Your Rights Before June 16, 2025 - Contact Levi & Korsinsky — Neutral
ZBIO Accesswire — May 27, 2025NEW YORK, NY / ACCESS Newswire / May 27, 2025 / If you suffered a loss on your Zenas BioPharma, Inc. (NASDAQ:ZBIO) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/zenas-biopharma-inc-lawsuit-submission-form?prid=150403&wire=1&utm_campaign=21 or contact Joseph E. Levi, Esq.

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a senior unsecured debt rating of BBB, a subordinated debt rating of BBB-, and a short-term debt rating of K3 to Elmira, NY-based Chemung Financial Corporation (NASDAQ: CHMG) ("the company"). In addition, KBRA assigns deposit and senior unsecured debt ratings of BBB+, a subordinated debt rating of BBB, and short-term deposit and debt ratings of K2 to its main subsidiary, Chemung Canal Trust Company. The Outlook for all long-term ratings is Stable. CHMG's.
