UBS Maintains Buy Rating on Deckers Outdoor (DECK)
UBS kept a Buy rating on Deckers Outdoor (DECK) but lowered its price target to $145 from $161, citing an expected modest fiscal Q4 earnings beat of about 10 cents per share driven by HOKA momentum. Piper Sandler upgraded the stock to Neutral from Underweight, raising its target to $100 and arguing the shares are now less expensive after recent underperformance. Bernstein also upgraded DECK to Market Perform, increasing its target to $100 and suggesting the slowdown in sales and earnings growth may be behind the company. FY27 guidance is projected to align with consensus expectations.
Monzo Just Posted £1.7B in Revenue. Here Is the Pitch Deck That Started It All
Monzo reported full‑year results of roughly $2.1 billion in revenue, a 39% year‑over‑year increase, and $109 million in pre‑tax profit. The UK challenger bank now serves 15.2 million customers, adding a record 3 million in the past year. It is positioning itself for a...
Wix (WIX): Q1 2026 Earnings Review
Wix posted Q1 2026 revenue of $541.2 million, up 14% year‑over‑year, and total bookings of $585 million, keeping ARR at $1.903 billion with double‑digit growth. Non‑GAAP operating margin fell to 5% as AI‑driven Base44 costs and a $190 million sales‑and‑marketing spend compressed profitability, prompting the...
Wix Stock Plunges 27% on Q1 Return to Losses Despite Base44 AI Platform Hitting $150M ARR Ahead of Internal Targets
Wix shares fell 27% after reporting a Q1 net loss of $57.5 million despite a 14% revenue increase to $541 million, pushing its market value to roughly $3 billion after a $1.6 billion share‑repurchase program. The loss was driven by sharply higher marketing spend,...
Vistra Corp. (VST) – Among the 10 Best Robinhood Stocks to Buy According to Billionaires
Vistra Corp. (VST) posted a quarterly profit in Q1, reporting net income of $980 million after a $317 million loss a year earlier, as higher electricity prices and AI‑driven demand boosted earnings. The company’s shares jumped 4.2% in pre‑market trading following the...
Smart Money Is Buying Mohawk Industries Inc. (MHK)
Institutional investors are quietly building stakes in Mohawk Industries (MHK) after the latest 13F filings. Value‑focused hedge funds such as Appaloosa, Pzena and Gotham led the buying, while systematic manager AQR added a sizable chunk and macro‑oriented funds Point72 and...
Roblox 1Q'26: Age Check Hangover, But Aiming to Go Beyond the Blocks
Roblox slashed its 2026 booking‑growth outlook to 8‑12% after a Q1 2026 earnings call revealed that the newly‑mandated age‑check feature throttled new‑user acquisition. While daily active users (DAU) and monetization per user remained strong, only 51% of global DAU have completed...
Mon 11 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s latest Small/Mid‑Cap Value Report assigns colour‑coded ratings to a slate of equities. VCT and GRI are highlighted in green, signaling strong upside. WISE and UTG sit at an amber/green hybrid, while ASC and SHOE are solid amber. CPG...
$LBTYK: Can Liberty Global Finally Spin to Win? | Stock Spin-Off Investing's Rich Howe
Rich Howe of Stock Spin‑Off Investing argues that Liberty Global (LBTYK) is cheap on a sum‑of‑parts basis and stands to unlock value through an imminent Ziggo spin‑off and a little‑known venture portfolio. He contends the spin will crystallize cash‑flow and...
The Wrap: Talking Modine, GFL, UPS
The latest Wrap highlights three market‑moving stories: a Red Flag Alert on Modine Manufacturing’s deteriorating earnings outlook, a deep‑dive into GFL Environmental’s alleged market‑gaming tactics, and a surprise analysis of Amazon’s aggressive push into the parcel‑delivery space that threatens UPS’s...
AerCap’s Earnings Reveal Aviation’s Power Shift
AerCap’s latest quarter posted $889 million in adjusted net income and lifted its full‑year earnings outlook, underscoring the lessor’s growing dominance after a series of mega‑acquisitions, including the $30 billion GECAS deal. The firm sold $1.5 billion of assets at a $300 million gain,...
Problems at Kinsale Capital Group (KNSL)
Kinsale Capital Group, a $7 billion surplus‑lines insurer, has drawn sharp criticism from short‑seller The Bear Cave. The firm alleges Kinsade overcharges small‑business clients, loads policies with extensive exclusions and maintains a 60% policy‑holder retention rate—far below the 90% norm for...
The IPO Buzz: HawkEye 360 (HAWK) Prices IPO at $26 – Top of Its Range
Defense contractor HawkEye 360 priced its IPO at the top of the $24‑$26 range, selling 16 million shares for $416 million and achieving a $2.42 billion market valuation. The company operates a constellation of over 30 satellites that provide signal‑processing services, with U.S....
Supermicro Announces 3rd Quarter Fiscal Year 2026 Financial Results
Supermicro reported third‑quarter FY2026 revenue of $10.2 billion, a sharp rise from $4.6 billion a year earlier but down from $12.7 billion in Q2. Gross margin expanded to 9.9% and net income jumped to $483 million, reflecting a turnaround in its datacenter‑building‑block business. The...
Wed 6 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid‑Cap Value Report on May 6, 2026. The edition provides in‑depth coverage of four stocks—ELCO, HSW, TRN and BBSN—while offering brief commentary on a further 15 tickers. The analysis emphasizes valuation metrics, cash‑flow generation, and sector positioning...