Innate Pharma announces its participation in the Life Sciences Van Lanschot Kempen Conference — Neutral
IPHA Business Wire — March 25, 2025MARSEILLE, France--(BUSINESS WIRE)--Innate Pharma announces its participation in the Life Sciences Van Lanschot Kempen Conference.

ITB: Buy The Dip As The Housing Market Is On Verge Of Recovery — Positive
ITB Seeking Alpha — March 25, 2025The iShares U.S. Home Construction ETF presents a strong buying opportunity, as the housing market shows signs of recovery with improving supply and declining mortgage rates. Homebuilding companies have outperformed expectations, indicating robust growth potential for ITB, especially with anticipated rate cuts and economic recovery in the second half of the year. While ITB carries macroeconomic risks and higher volatility, it offers diversified exposure to the home construction industry, making it a compelling investment for those seeking growth.

International Game Technology: Lottery King Back To Basics — Positive
IGT Seeking Alpha — March 25, 2025International Game Technology's strategic shift to focus on its core lottery business, divesting digital operations, significantly reduces debt and enhances shareholder value. The company's lottery management model guarantees long-term contracts, providing stability and consistent cash flow, positioning it as a market leader. Despite a slight decline in overall sales, lottery revenues remain strong, with growth in iLottery and international markets, particularly Italy.

PAR Technology Corporation's transition to a subscription-based model and strategic acquisitions drive significant growth, with annual recurring revenue up 102% year-over-year. Key acquisitions like Delaget and TASK Group enhance PAR's capabilities in customer engagement, data analytics, and international expansion, broadening its market reach. Despite margin pressures and customer concentration risks, PAR's strong revenue growth and expanding partnerships, like with Burger King, support a positive long-term outlook.

UWM Holdings: Record 2024 Performance Sets Stage For Future Gains — Positive
UWMC Seeking Alpha — March 25, 2025In 2024's worst home sales since 1995, UWM smashed records with $96B in purchase loans while doubling its refinance market share to 12%. With a $3.5B profit precedent at 6%, UWM is primed for a $260B refinance origination surge if rates drop, capitalizing on future macroeconomic shifts. Despite a 92% Ishbia family-owned float fueling volatility and short-seller noise, UWM's $2.5B cash pile and committed dividend policy offers investors a great buying opportunity.

McKesson: Immune To Weak Economy And Tariffs; Top Idea In 2025 — Neutral
MCK Seeking Alpha — March 25, 2025I maintain a 'Strong Buy' rating on McKesson with a fair value of $723 per share due to its robust oncology network and strong growth prospects. McKesson's minimal exposure to US-Mexico-Canada tariffs and geopolitical tensions ensures stability, making it a reliable investment amid economic uncertainties. The company's GLP-1 and oncology franchises are key growth drivers, with GLP-1 revenue growing 45% year-over-year and oncology patient visits increasing steadily.

Tesla's February market share in Europe drops despite EV pickup — Negative
TSLA Reuters — March 25, 2025Tesla's market share in Europe continued to shrink year-on-year in February, data showed on Tuesday, as sales of the all-electric car maker dropped for a second consecutive month despite rising overall EV registrations on the continent.

Alcon Announces CE Mark Approval and Commercialization of Clareon Vivity IOL in Europe, Expanding Visual Possibilities — Neutral
ALC Business Wire — March 25, 2025GENEVA--(BUSINESS WIRE)--Alcon Announces CE Mark Approval and Commercialization of Clareon Vivity IOL in Europe, Expanding Visual Possibilities.

Black Diamond Therapeutics Trades Well Below Cash After Lucrative Deal With Servier — Positive
BDTX Seeking Alpha — March 25, 2025Black Diamond Therapeutics' strategic deal with Servier makes BDTX undervalued, with a $70M upfront payment and potential $710M in milestone payments and royalties. BDTX is trading below its net cash of $2.30 per share, presenting a major buying opportunity despite past shareholder losses. Aggressive selling by Biotech Growth N.V. caused recent price volatility, but this creates a buying opportunity given BDTX's strong fundamentals.

HSBC CEO Elhedery on Restructuring, Vision for Bank — Positive
HSBC Bloomberg Markets and Finance — March 25, 2025Georges Elhedery, CEO of HSBC Holdings Plc, discusses the bank's restructuring initiative and its global strategy. Elhedery says HSBC has "great momentum" and expects to reallocate $1.5 billion in efficiencies into areas of growth and strength.

Stock Market Update: What's Next For Retail Sector (XRT)? — Neutral
XRT See It Market — March 25, 2025This is a big week for data concerning the consumer. PCE inflation price data is coming out Friday.

Meta shares have outperformed the S&P 500 since my Strong Buy recommendation on November 1, 2023, despite a recent pullback. The pullback presents a compelling buying opportunity, as Meta remains a highly attractive investment. Meta has potential to benefit from AI threats to Google's search business.

Lululemon: Consumer Brand Loyalty Is Faltering, Limiting Long-Term Margin Outlook — Neutral
LULU Seeking Alpha — March 25, 2025Lululemon's Q4 earnings are expected to be strong, but future growth may falter due to economic risks and increased competition, especially from Chinese brands. LULU's valuation is historically low, presenting a short-term dip-buying opportunity, but market saturation and shifting consumer preferences threaten long-term growth. High gross margins and brand loyalty are critical for Lululemon, but economic pressures and price-sensitive consumers may erode these advantages over time.

Sam Altman-Founded Worldcoin Network Beats Bitcoin, Ethereum With 11% Rally Amid Visa Partnership Reports — Positive
V Benzinga — March 25, 2025World Network WLD/USD was one of the cryptocurrency market's hottest coins Monday, amid speculation about a deal with Visa Inc . V to build a new stablecoin wallet.

Cognizant to Deploy Neuro AI Platform to Accelerate Enterprise AI Adoption in Collaboration with NVIDIA — Neutral
CTSH PRNewsWire — March 25, 2025Cognizant will offer solutions across key growth areas, including enterprise AI agents, tailored industry large language models and infrastructure with NVIDIA AI. TEANECK, N.J.

Sana Biotechnology: High-Risk High-Reward With Breakthrough UP421 — Positive
SANA Seeking Alpha — March 24, 2025SANA develops engineered cell therapies for diabetes, autoimmune diseases, and cancer using ex vivo HIP and in vivo fusogen platforms. SC291 is their CD19‑targeted allogeneic CAR-T candidate which also received FDA Fast Track for r/r SLE, extrarenal lupus, and lupus nephritis. However, UP421 might be the most promising. It restored insulin production in a type 1 diabetes patient.

Ellington Credit Is In Transition, And I'm Betting It Pays Off — Positive
EARN Seeking Alpha — March 24, 2025Ellington Credit Company has shifted from a mortgage REIT to a closed-end fund focusing on high-yield CLOs, aiming for substantial gains. Despite potential high rewards, EARN's transition brings significant risks, with recent earnings volatility and a hefty debt load posing challenges. EARN's valuation appears attractive, trading at a discount with a low P/E ratio, suggesting potential upside if management successfully navigates the CLO market.

Lawsuit Notice: Investors who hold Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) shares should contact the Shareholders Foundation — Neutral
REGN GlobeNewsWire — March 24, 2025SAN DIEGO, March 24, 2025 (GLOBE NEWSWIRE) -- Shareholders Foundation, Inc. announced that a lawsuit is pending for certain investors in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN). Investors who purchased shares of Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) prior to November 2023 and continue to hold any of those NASDAQ: REGN shares, should contact the Shareholders Foundation at [email protected] or call +1(858) 779 - 1554.

ADC Therapeutics: Promise Remains, But Fortunes Rest On Success Of Single Trial In 2025 — Positive
ADCT Seeking Alpha — March 24, 2025ADC Therapeutics' primary focus is on the CD19-targeted antibody-drug conjugate Zynlonta, with key trials like LOTIS-5 and LOTIS-7 shaping its future prospects. Financially, ADCT holds $274.3 million in cash but faces a net loss, with a cash runway of approximately two years. The company's near-term success hinges on the results of the LOTIS-5 trial, crucial for confirming Zynlonta's efficacy and potential market expansion.

AEP Announces Pricing of Common Stock Offering with a Forward Component — Neutral
AEP PRNewsWire — March 24, 2025COLUMBUS, Ohio , March 24, 2025 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) today announced the pricing of a registered underwritten offering of 19,607,844 shares of its common stock at a price to the public of $102.00 per share. Subject to certain conditions, all shares are expected to be borrowed by the forward counterparties (as defined below) (or their respective affiliates) from third parties and sold to the underwriters and offered in connection with the forward sale agreements described below.
