Is Portland General Electric (POR) Stock Undervalued Right Now? — Positive
POR Zacks Investment Research — February 03, 2026Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Are Basic Materials Stocks Lagging Albemarle (ALB) This Year? — Negative
ALB Zacks Investment Research — February 03, 2026Here is how Albemarle (ALB) and Buenaventura (BVN) have performed compared to their sector so far this year.
Are Investors Undervaluing Ooma (OOMA) Right Now? — Positive
OOMA Zacks Investment Research — February 03, 2026Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Should Value Investors Buy American Airlines (AAL) Stock? — Positive
AAL Zacks Investment Research — February 03, 2026Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Vodafone Group (VOD) Stock Undervalued Right Now? — Positive
VOD Zacks Investment Research — February 03, 2026Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
We believe Newmont (NEM) stock could be an appealing investment option. Why? Because it offers strong margins, a low-debt capital structure, and robust momentum – with potential for growth as the stock is significantly below its 52-week high.
Disney's D'Amaro Beat 'All Comers' to Be Next CEO, Gorman Says — Positive
DIS Bloomberg Markets and Finance — February 03, 2026Disney Chairman James Gorman says Josh D'Amaro beat out over 100 other candidates to be named the next CEO. He'll take over for Bob Iger in March.
PayPal (NASDAQ: PYPL) suffered a sharp decline of above 18% on Tuesday, February 3, falling from $52 to $42 following disappointing fourth-quarter results and issuing weak guidance for the year ahead.
Lithia Motors: Changes In Capital Allocation Suggest Shift To Mature Strategy — Positive
LAD Seeking Alpha — February 03, 2026Lithia Motors shifts capital allocation from acquisitions toward dividends and aggressive share repurchases, signaling a transition to a more mature capital strategy. LAD's Q3-2025 results show 5% revenue growth and a 17% increase in adjusted EPS, with buybacks totaling 5.1% of shares at $312 average price. I see LAD as undervalued, with a low PEG ratio (0.51) and a one-year price target of $356.75, justifying a Buy rating (down from Strong Buy).
Healthpeak's Pivot: A Masterclass In Value Destruction (Rating Downgrade) — Neutral
DOC Seeking Alpha — February 03, 2026Healthpeak Properties (DOC) is rated HOLD due to poor capital allocation, underperformance, and execution risk despite an attractive, well-covered 7% dividend yield. Recent strategic pivot includes spinning off senior housing assets into Janus Living, but external management and dual-CEO structure introduce significant execution risk. DOC trades at a 15–20% discount to NAV, failed to achieve targeted FFO growth and stability, and underperformed VNQ by nearly 60% since 2019.
2 Computer Storage Device Stocks to Buy on Solid Earnings & Guidance — Positive
STX WDC Zacks Investment Research — February 03, 2026AI-driven demand lifts computer storage stocks as WDC posts strong earnings and upbeat guidance, with STX also delivering solid results.
Ulta Beauty (ULTA) Crossed Above the 20-Day Moving Average: What That Means for Investors — Positive
ULTA Zacks Investment Research — February 03, 2026From a technical perspective, Ulta Beauty (ULTA) is looking like an interesting pick, as it just reached a key level of support. ULTA recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
Casey's General Stores (CASY) Just Flashed Golden Cross Signal: Do You Buy? — Positive
CASY Zacks Investment Research — February 03, 2026Casey's General Stores (CASY) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, CASY crossed above the 20-day moving average, suggesting a short-term bullish trend.
After Plunging 17.7% in 4 Weeks, Here's Why the Trend Might Reverse for Salesforce.com (CRM) — Negative
CRM Zacks Investment Research — February 03, 2026Salesforce.com (CRM) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Disruptive Theme of the Week: Hot Themes in the New Year — Positive
ARKX REMX SETM UFO URA URAA URNJ URNM ETF Trends — February 03, 2026Someone asked me the other day, “What are the hot themes for the new year?” To start the year, we have seen some pretty impressive outsized performance from several key investment themes.
Meta: Still A 'Buy,' But Nearing The End Of Its Run As Expenses Mount — Positive
META Seeking Alpha — February 03, 2026Meta Platforms maintains my "Buy" rating, driven by robust ad revenue growth and unmatched scale in social media impressions. Q4 revenue surged 24% y/y to $59.9 billion, outpacing consensus, with North American impressions accelerating despite macro headwinds. Ad pricing growth is decelerating, especially in the United States and Asia, reflecting a softer consumer economy and tougher comps.
Disney reveals enormous $38M pay package for new CEO Josh D'Amaro — Neutral
DIS New York Post — February 03, 2026Disney's new chief executive Josh D'Amaro is set to earn a $38 million pay package as he prepares to take over the House of Mouse from Bob Iger early next year.
Here's Why Gilead Sciences Stock Surged 21% in a Month — Positive
GILD Zacks Investment Research — February 03, 2026GILD shares gain traction post Jan. 20 after NEJM data show Trodelvy plus Keytruda cut progression risk 35% in first-line PD-L1+ metastatic TNBC, signaling a new care standard.
Should You Buy, Sell, or Hold McKesson Before Q3 Earnings? — Neutral
MCK Zacks Investment Research — February 03, 2026MCK approaches third-quarter earnings with strong growth expectations, but limited visibility on margins and investments keeps the outlook cautious.
3 Gold Mining Stocks Set to Pull Off a Beat This Earnings Season — Positive
AEM KGC NEM Zacks Investment Research — February 03, 2026Gold miners' Q4 results are likely to reflect the benefits of higher realized prices and cost-cutting. AEM, KGC and NEM look set to beat earnings estimates.