Axon Q2: Strong TASER Ecosystem, But Stock Overvalued, Initiate At Sell — Neutral
AXON Seeking Alpha — August 13, 2025Axon Enterprise, Inc. boasts a unique, integrated ecosystem in public safety, with strong recurring revenue growth and expanding international opportunities. Despite robust fundamentals and management's confidence in software and services, the current valuation is excessively high, trading at over 100x forward FCF. My DCF analysis yields a fair value of $447 per share, well below the current market price, justifying a Sell rating.
CAVA Group: Overreaction To Same Stores Sales Decline, Huge Buying Opportunity — Positive
CAVA Seeking Alpha — August 13, 2025CAVA's diverse menu, tech innovation, and loyalty program drive resilience and growth despite industry headwinds and a recent share price correction. Q2 showed slowing same-store sales, but revenue, profit margins, and restaurant count all grew, outperforming most fast casual peers. Valuation remains high versus the sector, but after a major correction, CAVA offers its best value since IPO and strong long-term expansion potential.
Snail, Inc. Postpones Second Quarter 2025 Conference Call — Neutral
SNAL GlobeNewsWire — August 13, 2025CULVER CITY, Calif., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Snail, Inc. (Nasdaq: SNAL) (“Snail Games” or the “Company”), a leading global independent developer and publisher of interactive digital entertainment, is postponing the conference call to discuss its financial results for the second quarter ended June 30, 2025, originally scheduled for later today, August 13, 2025, at 4:30 p.m. Eastern time.
SELECTQUOTE SHAREHOLDER ALERT by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Reminds Investors With Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against SelectQuote, Inc. - SLQT — Neutral
SLQT Business Wire — August 13, 2025NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until October 10, 2025 to file lead plaintiff applications in a securities class action lawsuit against SelectQuote, Inc. (“SelectQuote” or the “Company”) (NYSE: SLQT), if they purchased the Company's securities between September 9, 2020 and May 1, 2025, inclusive (the “Class Period”). This action is pending in t.
Time to Buy Eli Lilly and Other Undervalued Healthcare Stocks? — Neutral
LLY Zacks Investment Research — August 13, 2025Healthcare has been one of the toughest sectors for investors over the past year. In fact, over the last 12 months, it has been the worst performing sector in the entire market.
Dell Technologies Stock Surges 23% Year to Date: How to Play — Positive
DELL Zacks Investment Research — August 13, 2025Dell benefits from surging AI server demand and a growing partner base, but faces margin pressure and stiff competition.
Surging Earnings Estimates Signal Upside for Astera Labs, Inc. (ALAB) Stock — Positive
ALAB Zacks Investment Research — August 13, 2025Astera Labs, Inc. (ALAB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Chain Bridge Bancorp, Inc. (CBNA) Run Higher on Rising Earnings Estimates? — Positive
CBNA Zacks Investment Research — August 13, 2025Chain Bridge Bancorp, Inc. (CBNA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Surging Earnings Estimates Signal Upside for Columbia Banking (COLB) Stock — Positive
COLB Zacks Investment Research — August 13, 2025Columbia Banking (COLB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Why Integral Ad Science (IAS) Might be Well Poised for a Surge — Positive
IAS Zacks Investment Research — August 13, 2025Integral Ad Science (IAS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Surging Earnings Estimates Signal Upside for New York Times (NYT) Stock — Positive
NYT Zacks Investment Research — August 13, 2025New York Times Co. (NYT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Ponce Financial (PDLB) Run Higher on Rising Earnings Estimates? — Positive
PDLB Zacks Investment Research — August 13, 2025Ponce Financial (PDLB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Why Thryv (THRY) Might be Well Poised for a Surge — Positive
THRY Zacks Investment Research — August 13, 2025Thryv Holdings, Inc. (THRY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Rising for TowneBank (TOWN): Will It Gain? — Positive
TOWN Zacks Investment Research — August 13, 2025TowneBank (TOWN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Moving Higher for Envista (NVST): Time to Buy? — Positive
NVST Zacks Investment Research — August 13, 2025Envista (NVST) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Rigetti Stock: A Long-Term Quantum Play Facing Short-Term Tests — Positive
RGTI MarketBeat — August 13, 2025Shares of Rigetti Computing Inc. NASDAQ: RGTI are down more than 2% the day after the quantum computing company delivered a mixed earnings report. Revenue of $1.8 million was roughly in line with expectations for $1.87 million.
Disney Banks on NFL Deal: Will ESPN's New Streaming Push Pay Off? — Neutral
DIS Zacks Investment Research — August 13, 2025DIS' multi-year NFL pact brings ESPN Draft rights, RedZone, and streaming tie-ins to Disney+ and Hulu, aiming to score big in sports streaming.
Crypto exchange Bullish more than doubles in NYSE debut after pricing IPO above expected range — Positive
BLSH CNBC — August 13, 2025Bullish shares rocketed after the crypto exchange raised $1.1 billion in an initial public offering. The stock opened at $90 on the New York Stock Exchange under the ticker BLSH after its IPO priced at $37 per share.
American Well Q2 Review: Hold Rating Maintained Amid DHA Renewal Concerns — Neutral
AMWL Seeking Alpha — August 13, 2025American Well's revenue growth and cost control are strong, but the short DHA contract extension raises concerns about long-term stability and reliability of key revenue streams. Amwell's shift to higher-margin software revenue is promising, but guidance was revised downward due to contract uncertainties and program exclusions. Cost reductions have improved EBITDA and cash flow outlook, but excessive cuts risk undermining R&D, marketing, and future growth potential.
Hot Demand, Cold Reality: The LNG Balancing Act At Venture Global — Negative
VG Seeking Alpha — August 13, 2025I rate Venture Global a 'Hold' due to strong LNG market growth offset by cyclical risks, overinvestment, and declining profitability metrics. Deregulation and global demand support revenue growth, but intense competition and potential overproduction threaten future pricing and margins. Profitability, ROIC, and free cash flow have deteriorated, while heavy debt and aggressive growth assumptions leave no room for execution missteps.