Is Portland General Electric (POR) Stock Undervalued Right Now? — Positive

POR   Zacks Investment Research — February 03, 2026

Here 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.

image for news Is Portland General Electric (POR) Stock Undervalued Right Now?

Are Basic Materials Stocks Lagging Albemarle (ALB) This Year? — Negative

ALB   Zacks Investment Research — February 03, 2026

Here is how Albemarle (ALB) and Buenaventura (BVN) have performed compared to their sector so far this year.

image for news Are Basic Materials Stocks Lagging Albemarle (ALB) This Year?

Are Investors Undervaluing Ooma (OOMA) Right Now? — Positive

OOMA   Zacks Investment Research — February 03, 2026

Here 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.

image for news Are Investors Undervaluing Ooma (OOMA) Right Now?

Should Value Investors Buy American Airlines (AAL) Stock? — Positive

AAL   Zacks Investment Research — February 03, 2026

Here 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.

image for news Should Value Investors Buy American Airlines (AAL) Stock?

Is Vodafone Group (VOD) Stock Undervalued Right Now? — Positive

VOD   Zacks Investment Research — February 03, 2026

Here 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.

image for news Is Vodafone Group (VOD) Stock Undervalued Right Now?

What's Fueling Newmont Stock's Rally? — Positive

NEM   Forbes — February 03, 2026

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.

image for news What's Fueling Newmont Stock's Rally?

Disney's D'Amaro Beat 'All Comers' to Be Next CEO, Gorman Says — Positive

DIS   Bloomberg Markets and Finance — February 03, 2026

Disney 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.

image for news Disney's D'Amaro Beat 'All Comers' to Be Next CEO, Gorman Says

Here's why PayPal stock is nosediving today — Negative

PYPL   Finbold — February 03, 2026

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.

image for news Here's why PayPal stock is nosediving today

Lithia Motors: Changes In Capital Allocation Suggest Shift To Mature Strategy — Positive

LAD   Seeking Alpha — February 03, 2026

Lithia 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).

image for news Lithia Motors: Changes In Capital Allocation Suggest Shift To Mature Strategy

Healthpeak's Pivot: A Masterclass In Value Destruction (Rating Downgrade) — Neutral

DOC   Seeking Alpha — February 03, 2026

Healthpeak 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.

image for news Healthpeak's Pivot: A Masterclass In Value Destruction (Rating Downgrade)

2 Computer Storage Device Stocks to Buy on Solid Earnings & Guidance — Positive

STX  WDC   Zacks Investment Research — February 03, 2026

AI-driven demand lifts computer storage stocks as WDC posts strong earnings and upbeat guidance, with STX also delivering solid results.

image for news 2 Computer Storage Device Stocks to Buy on Solid Earnings & Guidance

Ulta Beauty (ULTA) Crossed Above the 20-Day Moving Average: What That Means for Investors — Positive

ULTA   Zacks Investment Research — February 03, 2026

From 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.

image for news Ulta Beauty (ULTA) Crossed Above the 20-Day Moving Average: What That Means for Investors

Casey's General Stores (CASY) Just Flashed Golden Cross Signal: Do You Buy? — Positive

CASY   Zacks Investment Research — February 03, 2026

Casey'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.

image for news Casey's General Stores (CASY) Just Flashed Golden Cross Signal: Do You Buy?

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, 2026

Salesforce.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.

image for news After Plunging 17.7% in 4 Weeks, Here's Why the Trend Might Reverse for Salesforce.com (CRM)

Disruptive Theme of the Week: Hot Themes in the New Year — Positive

ARKX  REMX  SETM  UFO  URA  URAA  URNJ  URNM   ETF Trends — February 03, 2026

Someone 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.

image for news Disruptive Theme of the Week: Hot Themes in the New Year

Meta: Still A 'Buy,' But Nearing The End Of Its Run As Expenses Mount — Positive

META   Seeking Alpha — February 03, 2026

Meta 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.

image for news Meta: Still A 'Buy,' But Nearing The End Of Its Run As Expenses Mount

Disney reveals enormous $38M pay package for new CEO Josh D'Amaro — Neutral

DIS   New York Post — February 03, 2026

Disney'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.

image for news Disney reveals enormous $38M pay package for new CEO Josh D'Amaro

Here's Why Gilead Sciences Stock Surged 21% in a Month — Positive

GILD   Zacks Investment Research — February 03, 2026

GILD 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.

image for news Here's Why Gilead Sciences Stock Surged 21% in a Month

Should You Buy, Sell, or Hold McKesson Before Q3 Earnings? — Neutral

MCK   Zacks Investment Research — February 03, 2026

MCK approaches third-quarter earnings with strong growth expectations, but limited visibility on margins and investments keeps the outlook cautious.

image for news Should You Buy, Sell, or Hold McKesson Before Q3 Earnings?

3 Gold Mining Stocks Set to Pull Off a Beat This Earnings Season — Positive

AEM  KGC  NEM   Zacks Investment Research — February 03, 2026

Gold 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.

image for news 3 Gold Mining Stocks Set to Pull Off a Beat This Earnings Season