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Ratings changes for Alphabet, ARM, Figure Technology Solutions, Ares Capital, ARM, PTC, PepsiCo and more…Text “MarketBeat” to 68285 to get SMS breaking news alerts for stocks on your watchlist and other special reports. Learn More.
A former hedge fund manager known for spotting early winners is sounding the alarm once again. He called Netflix at $7.78 (up 4,200% since), Apple at $0.35 (up 20,000%), and Amazon at a split-adjust $2.41 (up 3,200%). Now he’s turning his focus to a little-known AI company that just earned a near-perfect score in his new proprietary stock grading system. In a brand-new presentation, he reveals the name, ticker symbol, and why this could be the smartest AI move of the year… especially if you’re over 50.
Cardinal Energy (TSE:CJ) was upgraded by analysts at CIBC from a “neutral” rating to an “outperform” rating. They now have a C$11.00 price target on the stock, up previously from C$7.75. This represents a 20.5% upside from the current price of C$9.13.
Analysts’ Downgrades on Thursday, February 5
Equinox Gold (TSE:EQX) was downgraded by analysts at CIBC from an “outperform” rating to a “neutral” rating. They now have a C$26.50 price target on the stock, down previously from C$31.00. This represents a 38.2% upside from the current price of C$19.18.
Analysts’ Price Target Increases on Thursday, February 5
AutoCanada (TSE:ACQ) had its price target raised by analysts at CIBC from C$30.00 to C$34.00. This represents a 17.4% upside from the current price of C$28.96.ATS (TSE:ATS) had its price target raised by analysts at Scotiabank from C$47.00 to C$48.00. They now have an “outperform” rating on the stock. This represents a 20.1% upside from the current price of C$39.96.Boardwalk Real Estate Investment Trust(TSE:BEI.UN) had its price target raised by analysts at National Bankshares, Inc. from C$80.00 to C$82.50. They now have an “outperform” rating on the stock. This represents a 20.5% upside from the current price of C$68.45.CCL Industries (TSE:CCL.B) had its price target raised by analysts at National Bankshares, Inc. from C$97.00 to C$100.00. They now have an “outperform” rating on the stock. This represents a 18.2% upside from the current price of C$84.63.Cameco (TSE:CCO) (NYSE:CCJ) had its price target raised by analysts at Sanford C. Bernstein from C$139.00 to C$201.00. This represents a 33.4% upside from the current price of C$150.64.Cardinal Energy (TSE:CJ) had its price target raised by analysts at Raymond James Financial, Inc. from C$9.00 to C$9.50. They now have a “market perform” rating on the stock. This represents a 4.1% upside from the current price of C$9.13.Cardinal Energy (TSE:CJ) had its price target raised by analysts at Royal Bank Of Canada from C$9.00 to C$9.50. They now have an “outperform” rating on the stock. This represents a 4.1% upside from the current price of C$9.13.Dream Office Real Estate Investment Trst(TSE:D.UN) had its price target raised by analysts at National Bankshares, Inc. from C$19.00 to C$20.00. They now have a “sector perform” rating on the stock. This represents a 7.0% upside from the current price of C$18.69.Extendicare (TSE:EXE) had its price target raised by analysts at National Bankshares, Inc. from C$24.50 to C$29.00. They now have an “outperform” rating on the stock. This represents a 18.3% upside from the current price of C$24.52.FirstService (TSE:FSV) (NASDAQ:FSV) had its price target raised by analysts at TD Securities from C$211.00 to C$217.00. They now have a “buy” rating on the stock. This represents a 0.6% downside from the current price of C$218.29.Great-West Lifeco (TSE:GWO) had its price target raised by analysts at Scotiabank from C$68.00 to C$70.00. They now have an “outperform” rating on the stock. This represents a 11.6% upside from the current price of C$62.70.H&R Real Estate Investment Trust(TSE:HR.UN) had its price target raised by analysts at National Bankshares, Inc. from C$10.75 to C$11.50. They now have a “sector perform” rating on the stock. This represents a 7.0% upside from the current price of C$10.75.iA Financial (TSE:IAG) had its price target raised by analysts at Scotiabank from C$179.00 to C$188.00. They now have an “outperform” rating on the stock. This represents a 9.7% upside from the current price of C$171.42.IGM Financial (TSE:IGM) had its price target raised by analysts at TD Securities from C$64.00 to C$73.00. They now have a “buy” rating on the stock. This represents a 10.2% upside from the current price of C$66.22.Linamar (TSE:LNR) had its price target raised by analysts at TD Securities from C$96.00 to C$103.00. This represents a 18.1% upside from the current price of C$87.22.Manulife Financial (TSE:MFC) (NYSE:MFC) had its price target raised by analysts at Scotiabank from C$53.00 to C$55.00. They now have an “outperform” rating on the stock. This represents a 7.5% upside from the current price of C$51.14.Sun Life Financial (TSE:SLF) (NYSE:SLF) had its price target raised by analysts at Scotiabank from C$87.00 to C$93.00. They now have a “sector perform” rating on the stock. This represents a 5.2% upside from the current price of C$88.40.Suncor Energy (TSE:SU) (NYSE:SU) had its price target raised by analysts at Royal Bank Of Canada from C$69.00 to C$75.00. They now have an “outperform” rating on the stock. This represents a 3.1% upside from the current price of C$72.72.Suncor Energy (TSE:SU) (NYSE:SU) had its price target raised by analysts at Desjardins from C$79.00 to C$85.00. They now have a “buy” rating on the stock. This represents a 16.9% upside from the current price of C$72.72.Suncor Energy (TSE:SU) (NYSE:SU) had its price target raised by analysts at Raymond James Financial, Inc. from C$73.00 to C$76.00. They now have an “outperform” rating on the stock. This represents a 4.5% upside from the current price of C$72.72.Suncor Energy (TSE:SU) (NYSE:SU) had its price target raised by analysts at ATB Capital from C$68.00 to C$71.00. They now have a “sector perform” rating on the stock. This represents a 2.4% downside from the current price of C$72.72.TerraVest Industries (TSE:TVK) had its price target raised by analysts at Scotiabank from C$179.00 to C$184.50. They now have an “outperform” rating on the stock. This represents a 18.5% upside from the current price of C$155.67.Winpak (TSE:WPK) had its price target raised by analysts at National Bankshares, Inc. from C$47.00 to C$48.00. They now have an “outperform” rating on the stock. This represents a 6.1% upside from the current price of C$45.26.
Analysts’ Price Target Decreases on Thursday, February 5
Fiera Capital (TSE:FSZ) had its price target lowered by analysts at TD Securities from C$7.00 to C$6.50. They now have a “hold” rating on the stock. This represents a 13.2% upside from the current price of C$5.74.Sangoma Technologies (TSE:STC) had its price target lowered by analysts at Stifel Nicolaus from C$12.00 to C$10.00. They now have a “buy” rating on the stock. This represents a 53.6% upside from the current price of C$6.51.
Every 8 hours, the U.S. adds $1B to the national debt. We’re at 120% debt-to-GDP. Greece collapsed at 130%. The Fed can’t win: cut rates, inflation spikes. Keep rates high, the debt spiral accelerates. Either way, your savings lose. A CFA Charterholder and ex-Wall Street banker built a 3-phase system that works regardless of which path the Fed chooses.
ePlus inc. (CNSX:PLUS) announced a quarterly dividend on Wednesday, February 4th. Shareholders of record on Tuesday, February 24th will be paid a dividend of 0.25 per share on Wednesday, March 18th. This represents a c) annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, February 24th. VIEW DIVIDEND ANNOUNCEMENTS BNZI: The Small-Cap AI Marketing Stock Beating Its Sector by 30+%. (ad)As artificial intelligence reshapes digital marketing, some smaller companies are starting to stand out on fundamentals rather than hype.
One AI-driven marketing platform recently earned a Zacks Rank #2 (Buy), reflecting rising earnings estimates and improving operating momentum. The company has reported rapid revenue growth, expanding margins, and a growing base of enterprise customers as it scales a suite of AI-powered tools for modern marketers.
ATS (TSE:ATS) announced its quarterly results before the market opened on Wednesday, February 4th. The company reported $0.48 earnings per share (EPS) for the previous quarter. The company had revenue of $760.65 million for the quarter. The stock had previously closed at C$39.96. Brookfield Asset Management (TSE:BAM) (NYSE:BAM) announced its quarterly results before the market opened on Wednesday, February 4th. The company reported $0.73 earnings per share (EPS) for the previous quarter. The stock had previously closed at C$66.56. FirstService (TSE:FSV) (NASDAQ:FSV) announced its quarterly results before the market opened on Wednesday, February 4th. The company reported $1.88 earnings per share (EPS) for the previous quarter. The stock had previously closed at C$218.29. Galaxy Digital (TSE:GLXY) announced its quarterly results before the market opened on Tuesday, February 3rd. The company reported ($1.48) earnings per share (EPS) for the previous quarter. The company had revenue of $28.26 billion for the quarter. The stock had previously closed at C$23.74. Lightspeed Commerce (TSE:LSPD) announced its quarterly results before the market opened on Thursday, February 5th. The company reported $0.21 earnings per share (EPS) for the previous quarter. The company had revenue of $428.71 million for the quarter. The stock had previously closed at C$12.97. Rogers Sugar (TSE:RSI) announced its quarterly results before the market opened on Thursday, February 5th. The company reported $0.19 earnings per share (EPS) for the previous quarter. The company had revenue of $298.19 million for the quarter. The stock had previously closed at C$6.55. Suncor Energy (TSE:SU) (NYSE:SU) announced its quarterly results after the market closed on Tuesday, February 3rd. The company reported $1.10 earnings per share (EPS) for the previous quarter. The stock had previously closed at C$72.72. Thomson Reuters (TSE:TRI) (NYSE:TRI) announced its quarterly results before the market opened on Thursday, February 5th. The company reported $1.47 earnings per share (EPS) for the previous quarter. The company had revenue of $2.76 billion for the quarter. The stock had previously closed at C$117.12. VIEW EARNINGS REPORTS
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This message is to inform you that, as a The Bleeding Edge reader, your seat has been saved for Larry Benedict’s upcoming free broadcast: Wall Street Money Calls.
(You’ve been authorized to attend for free. To confirm you’re attending, simply click here now.) (When you click the link, your email address will automatically be added to Larry’s guest list)
Larry Benedict is one of the most successful hedge fund managers of his generation. Barron’s ranked his former fund – Banyan Capital – in the top 1% worldwide.
From 1990 to 2010, Larry didn’t have a single losing year. Twenty consecutive years of profits.
Now, on Wednesday, February 11, at 8 p.m. ET, Larry is going to reveal the straightforward 3-step strategy behind that extraordinary track record.
It comes down to something Larry calls “Wall Street Money Calls.”
In short: The SEC requires the CEOs of America’s biggest companies to get on phone calls and reveal the truth about their businesses. Anyone can listen in. But most people don’t know what to listen FOR.
Larry does. Over 40 years, he’s developed eight specific signals he listens for on every call.
These signals tell Larry exactly when a stock is about to make a big move – sometimes within hours.
Thanks to these signals, his followers have had the chance to collect huge payouts from his recommendations, like:
Call #1: $6,350
Call #2: $7,650
Call #3: $7,700 Call #4: $9,400
Call #5: $12,750
And in one extraordinary case, a single signal Larry picked up led to a $10 million payday for his hedge fund.
Now, on Wednesday, February 11, at 8 p.m. ET, Larry is going to reveal exactly how he did it.
To be clear: Larry’s never shared this strategy publicly like this before.
But next Wednesday evening, he’s sharing all eight signals with you.
He’ll also walk you through a potential 255% opportunity he’s identified from a call this week – and exactly how you could position yourself for a payout.
To make sure you’re prepared to profit…
Click here to confirm you’re attending Larry’s landmark broadcast: Wall Street Money Calls.
Regards,
Lindsey Hough Managing Director, Brownstone Research
At the intersection of healthcare and cloud computing, Waystar Holding Corp. (NASDAQ: WAY) has built a reputation for its powerful software-as-a-service (SaaS), helping to integrate payer networks with electronic health records. However, as the AI and cloud field has become increasingly crowded overall in recent years, Waystar faces increasing competition from companies offering similar or related tools, such as Phreesia Inc. (NYSE: PHR) and Doximity Inc. (NYSE: DOCS).
Waystar shares are down some 40% in the last 12 months, but analysts are still predicting growth across multiple metrics, including earnings and share price. A closer comparison of Waystar against these rivals—one larger and one smaller, by market capitalization—may help investors to determine how best to capitalize on the rush to bring AI and cloud technology into the healthcare software space.
Waystar’s AI Developments and Growth Are Exciting, But Balance Sheet Risks Linger
Fresh off a January agentic AI update to its AltitudeAI system, which is already responsible for preventing billions of denials each year, Waystar has leaned into AI technology in its products. The company has successfully used AI to drive further adoption, expanding its capabilities and aiding with pricing—in this way, Waystar is a key example of a company utilizing AI for its potential benefits, rather than risking being displaced by AI technology.
AI has also helped Waystar to retain customers and build its network. The company reported net revenue retention of 113% for the latest quarter and sports more than 1,300 clients generating at least $100,000 in revenue over the prior 12 months. This helped overall revenue for the quarter grow by 12% year-over-year (YOY) to $269 million and adjusted EBITDA margin to reach 42%.
Waystar has also been growing via acquisitions, including its recent purchase of Iodine Software in the fall of 2025. This move should boost Waystar’s addressable market by 15%. At the same time, though, investors may be cautious about Waystar’s balance sheet following the purchase. As of the end of the third quarter 2025, Waystar had $421 million in cash compared to gross debt of $1.2 billion. This may be one reason shares have fallen in recent months.
Phreesia Reaches a Pivotal Growth Milestone
Phreesia’s patient intake management system serves a somewhat different function than Waystar’s products, but similarly utilizes cloud technology to improve efficiency and accuracy. Like Waystar, Phreesia shares have plunged in the last year, but by an even wider margin of about 55%. As a smaller firm with a market capitalization of just $768 million, Phreesia has recently achieved GAAP profitability with earnings per share (EPS) of 11 cents in the latest reported quarter.
New product initiatives and the recent acquisition of AccessOne in November are helping the company to continue to expand its footprint. In particular, AccessOne should provide about $7.5 million in revenue through the end of the 2026 fiscal year on January 31 by facilitating the addition of provider financing to Phreesia’s offerings.
Analysts are excited about Phreesia’s growth trajectory, with 17 out of 19taking a bullish view of the stock. Wall Street seems to think it will also reverse course following its recent decline, predicting upside potential of almost 134%.
Doximity’s Balance Sheet and Revenue Performance Stand Out, But Broader Sector Concerns Weigh On Shares
With another unique niche in the healthcare tech space, Doximity offers a secure medical network for healthcare providers. The company stands out amongst peers for its strong revenue growth of 23% YOY for the latest quarter, the result of high adoption rates thanks to its AI integration.
Doximity also offers attractive adjusted EBITDA and free cash flow margins, which have helped it to maintain a healthy cash position. However, despite its balance sheet strengths, investors may be concerned about whether healthcare customers will be able to continue to utilize Doximity’s services amid large-scale policy and budget changes. This may have contributed to the company’s share price decline of about 41% in the last year.
Nonetheless, like both companies above, analysts generally view DOCS shares positively, assigning a Moderate Buy rating overall and predicting some 89% in upside possible over the year to come, should the external situation become more navigable. READ THIS STORY ONLINE
Recent public comments from political and business leaders have renewed discussion around U.S. gold reserves, national debt, and the role gold has historically played during periods of monetary stress.
In a free report, one analyst examines why gold audits and revaluations have occurred in past debt crises, how those events affected the dollar, and what investors may want to understand about protecting savings during periods of potential monetary change. The guide focuses on historical precedent and preparedness rather than prediction. DOWNLOAD THE FREE REPORT HERE
Plans include increased investment in technology, back-of-house operations, menus, and innovation, alongside accelerated store count growth. Not only is Mr. Boatwright planning to open more stores than in the previous year, but the International segment will grow at a hyper pace, doubling its Middle Eastern footprint while expanding in high-growth markets in Mexico, Singapore, and South Korea. If successful, international segment growth could easily outpace domestic, eventually becoming the larger portion of revenue as the company doubles in size.
Valuation, Analysts, Institutions, and Charts Reveal a Bottom for CMG Stock
Chipotle’s Q4 results and guidancefailed to catalyze a rally, far from it, but the post-release price dip is less alarming than it seems. The price dip was partly driven by analysts who reduced their price targets, but the market is already trading at deep-value levels and is unlikely to fall significantly further. A rebound from these levels is more likely.
Trading at 32x earnings today, CMG trades at roughly 8x the projected 2035 EPS. If execution matches those forecasts, the stock could be up 200% to 300% by then, depending on the multiple investors are willing to pay.
The current analyst price target range is $35 to $45, suggesting fair value near $40. Trading in the mid-$30s, CMG stock is near its price floor, with potential for a 15% upside relative to the consensus. Institutions likewise indicate a price floor, as they bought on balance throughout 2025 and extended the trend into early 2026, running a balance of $2 bought for each $1 sold.
Analysts rate this stock as a Moderate Buy, citing brand strength, the value proposition, and the cautious tone of guidance in their updates.
Strong Quarter Overshadowed by Weak Guidance, But …
Chipotle had a decent quarter, reporting $2.98 billion in revenue, up 4.9% year-over-year (YOY). While comp sales declined by 2.5%, store count growth offset the weakness, setting the company up for a leveraged rebound when consumer habits shift. Margins were another area of relative strength, with restaurant-level margin down by 140 basis points and operating margin by 50, in line with expectations and sufficient to sustain financial health.Diluted earnings per share (EPS) were 25 cents, up about 4% year-over-year, but overshadowed by management’s tepid guidance.
The 2026 guidance states comps will improve, but only enough to sustain the 2025 pace, with system growth driven by store counts. However, management acknowledged that the guidance is cautious due to the uncertainty of the economic backdrop. Outperformance of the guidance is expected; the only question is how much.
Chipotle’s cash flow and balance sheet reveal it can continue executing its strategy and returning capital to shareholders regardless of consumer habits. The Q4 highlights include total liabilities approximately 2x equity, no unsecured debt, and a 3.5% YOY reduction in the average quarterly share count. Share count reduction is expected to continue in 2026 and is another factor underpinning the outlook for long-term share price gains. READ THIS STORY ONLINE
You might think a 93 percent win rate sounds impossible. In traditional trading, you’d be right. But this team uses a data-driven protocol that waits for the price to come to them. In this week’s sessions, you’ll see the public trade record: 2,495 trades, 2,341 wins, 154 losses. That’s a verified 93.83 percent win rate. If you’re tired of guessing on meme coins and losing money even when you call the trend correctly, this workshop shows you how to treat crypto like a business. Every attendee receives $10 in Bitcoin and a free trade setup.RESERVE YOUR SEAT AND SEE THE STRATEGY BEHIND THE NUMBERS.
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies (NASDAQ: PLTR) and Woodward Inc. (NASDAQ: WWD)offered two recent examples of that dynamic—moves that help explain why investors are increasingly focused on guidance as the primary catalyst.
Palantir’s latest earnings reportreignited enthusiasm for artificial intelligence stocks, driving a sharp upside move on strong sales and, more importantly, forward guidance. Woodward, a manufacturer of aerospace components and gas turbine systems, also surged following a strong fiscal Q1 earnings report.
Louis Navellier of InvestorPlace suggests the next big winners will be the companies that can pair strong execution with upward guidance revisions—and there are several candidates approaching their reports now that investors should keep an eye on.
Palantir: Why Guidance Beats the Rearview Mirror
Asked about Palantir’s post-earnings reaction, Navellier pointed to the company’s ability to actually monetize artificial intelligence—something many AI-focused firms still struggle to achieve.
Palantir stands out as an “AI applier,” using its software to deliver measurable results for customers rather than simply promising future potential.
Navellier also emphasized the importance of leadership when investing in transformative technologies. Palantir CEO Alex Karp was cited as a key reason for confidence in the company’s long-term trajectory.
On the question of valuation, Navellier noted that forward-looking metrics tell a very different story. Based on forecasted earnings rather than trailing results, Palantir’s valuation appears far more reasonable, particularly when looking out two years. The latest earnings reporthelped validate that thesis, with accelerating growth and guidance supporting the long-term outlook.
Woodward’s Earnings Pop Reinforces the Pattern
Woodward benefits from multiple secular tailwinds.
Aerospace demand remains healthy, supported by record aircraft orders and expanding space exploration activity.
At the same time, the company is increasingly tied to the data center boom, supplying turbine systems that allow large operators to generate their own power rather than relying solely on utilities.
Strong earnings and upbeat guidance propelled Woodward higher, reinforcing a recurring pattern this season: companies that beat expectations and raise outlooks are attracting fresh capital.
3 Stocks Setting Up for Similar Moves
Navellier highlighted a consistent framework behind these moves. Companies that outperform tend to check several boxes simultaneously: sales growth, expanding margins, positive analyst revisions, earnings surprises, and higher guidance. When all those elements align, stocks often react sharply, as seen with both Palantir and Woodward.
That same setup appears to be forming in several companies that have yet to report.
1. Vertiv Holdings
Vertiv Holdings Co. (NYSE: VRT)operates at the center of the data center buildout, supplying water-cooled rack systems and other critical infrastructure.
The company competes in a similar space to Super Micro Computer (NASDAQ: SMCI), though Vertiv has maintained stronger relationships with Wall Street and more stable margins.
Demand trends remain exceptionally strong. Quarterly orders are rising between 20% and 35%, while year-over-year growth ranges from 50% to 65%. With data center expansion showing no signs of slowing, suppliers like Vertiv continue to benefit.
Asked about expectations for the upcoming report, Navellier said he would be disappointed if Vertiv failed to deliver at least a 15% earnings surprise. More important than the magnitude of the beat, however, is guidance. Beating expectations and raising forecasts has become the defining catalyst for outsized post-earnings moves.
EMCOR Group Inc. (NYSE: EME)offers a different profile. While also exposed to data center growth, EMCOR stands out as a steadier, more predictable name.
Rather than dramatic earnings swings, EMCOR delivers consistent performance and reliable execution. It supplies essential components and services tied to data center construction and infrastructure, positioning it to benefit from the same secular trends as higher-growth peers, but with lower volatility.
On volatility expectations, Navellier described EMCOR as a blue-chip-style holding. The company is expected to beat estimates and provide solid guidance, though without the explosive surprises seen in more aggressive growth stocks.
That predictability makes it an attractive complement for investors balancing higher-risk AI exposure, which, Navellier stressed, is important. While capital continues to flow heavily into AI and data center-related stocks, risk management remains critical. His approach emphasizes allocating the majority of capital to conservative and moderate-risk holdings, with a smaller portion reserved for high-risk opportunities.
Institutional accumulation—not just innovation—was identified as the key factor that ultimately makes a stock “safe.” Persistent money flow from large investors tends to support longer-term trends, even during periods of market volatility.
3. NVIDIA
The final name on the list needs little introduction.
NVIDIA Corp. (NASDAQ: NVDA)remains the dominant force in artificial intelligence hardware, with sales growth exceeding 70% and operating margins approaching extraordinary levels.
Despite its size, NVIDIA continues to deliver accelerating sales and earnings—a rare combination. The upcoming rollout of its next-generation Vera Rubin chip is expected to drive another replacement cycle, with significant improvements in speed and energy efficiency.
Concerns raised late last year following Michael Burry’s put options contributed to a temporary narrative shift, but earnings season has served as a reset. As results and guidance continue to confirm NVIDIA’s dominance, those doubts have faded.
The Bigger Picture
From Palantir’s AI-driven breakout to Woodward’s manufacturing surprise, the market has delivered a clear message this earnings season. Strong guidance, positive revisions, and real monetization matter more than headlines or short-term narratives.
With Vertiv, EMCOR, and Nvidia all reporting soon, investors may see that pattern repeat once again. READ THIS STORY ONLINE
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U.S. trading saw heavy activity in tech and small-cap names, with NVIDIA among the most active and trading near $174.39, down about $5.96 on the session. Media and information sectors grabbed attention as The Washington Post announced it is cutting roughly one-third of its staff across departments and eliminating its sports section and several foreign bureaus.
Commodities helped set the tone for markets: March crude rose about $1.93 to settle near $65.14 a barrel on the New York Mercantile Exchange, while gold futures advanced across contracts. Agricultural and industrial metals futures showed mixed moves, underscoring continued investor focus on growth and inflation dynamics.
Policy and corporate developments added to the market backdrop. The U.S. extended the African Growth and Opportunity Act only through Dec. 31, creating short-term trade certainty. Vice President Vance said the administration is forming a trading bloc for critical minerals with price floors and financing. Meanwhile, Syria signed a memorandum with Chevron and a Qatari investor to develop its first offshore oil and gas field, a notable shift in energy geopolitics.
At the intersection of healthcare and cloud computing, Waystar Holding Corp. (NASDAQ: WAY) has built a reputation for its powerful software-as-a-service (SaaS), helping to integrate payer networks with electronic health records. However, as the AI and cloud field has become increasingly crowded ov…READ THE FULL STORY
Crypto prices are beginning to stabilize well below prior cycle highs.
Instead of sharp spikes or panic selling, major digital assets are trading in tighter ranges — a pattern that often emerges when markets start shifting from speculation toward structure.
At the same time, regulatory clarity is improving, institutional participation is rebuilding, and capital is becoming more selective. Many analysts are referring to this phase as a crypto reset, not a replay of the last cycle.CLICK HERE TO REVIEW THE FULL RESEARCH NOW
Chipotle Mexican Grill (NYSE: CMG) faces hurdles, but it appears on track to sustain and accelerate growth, setting its stock price up for a major reversal. Critical details from the Q4 release and conference call include the confident tone set by CEO Scott Boatwright and the 2026 strategy outline…READ THE FULL STORY
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies (NASDAQ: PLTR) and Woodward Inc. (NASDAQ: WWD) offered two recent examples of that dynamic—moves that help explain why inves…READ THE FULL STORY
Markets don’t move in straight lines — especially in 2026.
Policy headlines, political uncertainty, and global developments are creating sharp reactions across stocks and indexes. For options traders, those reactions can translate into income if you know how to approach them correctly.
After a precipitous slide, artificial intelligence (AI) server giant Super Micro Computer (NASDAQ: SMCI) just got some much-needed good news. Since hitting its 52-week closing high near $61 back in July of 2025, Super Micro shares had fallen around 50% through the close on Feb. 3, 2026. However, …READ THE FULL STORY
Investors are currently navigating a market field filled with landmines. Headlines are dominated by speculation about the Federal Reserve, Treasury yields that refuse to settle, and gold prices swinging wildly. The growth-at-all-costs mentality that powered the tech sector for the last decade has …READ THE FULL STORY
Cemtrex, Inc. (NASDAQ: CETX) has completed a multi-year transformation and is now entering a phase where growth directly translates into earnings power.
Revenue has expanded from roughly $45 million to more than $76 million in just three years, gross margins have climbed above 42%, and the company has returned to operating profitability. Powered by its Vicon security platform and Advanced Industrial Services (AIS) segment, CETX is capitalizing on accelerating demand for AI-driven surveillance, cloud-based security, and mission-critical industrial execution across government and enterprise customers.SEE WHY CETX IS POSITIONING ITSELF AS A COMPELLING SMALL-CAP OPPORTUNITY FOR INVESTORS
Amid a strong year for the industrials sector, U.S. machinery giant Caterpillar (NYSE: CAT) was among the most notable standouts of 2025. Using the Industrial Select Sector SPDR Fund (NYSEARCA: XLI) as a proxy, the sector delivered a total return of around 19% last year. This ranked third among th…READ THE FULL STORY
While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is occurring into the hardware required to provide AI with a memory. Approximately one year ago, Western Digital (NASDAQ: WDC) spun off its flash memory bus…READ THE FULL STORY
The Trump administration may have unintentionally thrown a bone to the real estate investment trust (REIT) industry. President Trump’s nomination of Kevin Warsh to be the next chair of the Federal Reserve provides more clarity, and more importantly, predictability to the course of rate cuts …READ THE FULL STORY
A Dutch semiconductor company reported strong Q4 2025 earnings early this week, but it’s not the one most investors think of first. ASML Holdings NV (NASDAQ: ASML) often captures market headlines due to its near-monopoly on extreme ultraviolet (EUV) light systems, but NXP Semiconductors NV…READ THE FULL STORY
With share prices rising nearly 107% in the last 12 months, electronic and fiber optic component manufacturer Amphenol Corp. (NYSE: APH) has increasingly presented valuation concerns for investors. At the end of January, though, APH shares quickly reversed course following the company’s latest ea…READ THE FULL STORY
MP Materials Corp., together with its subsidiaries, produces rare earth materials. The company owns and operates the Mountain Pass Rare Earth mine and processing facility in North America. It holds the mineral rights to the Mountain Pass mine and surrounding areas, as well as intellectual property rights related to the processing and development of rare earth minerals. The company was founded in 2017 and is headquartered in Las Vegas, Nevada.VIEW TODAY’S STOCK PICK
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If You Missed Gold’s Move, This Might Look Familiar.
Gold dominated headlines this year as it shattered records. Meanwhile, silver quietly delivered a similar performance – doubling year-to-date, breaking through highs, and entering its 4th deficit cycle.
Historically, silver has often followed gold’s early signals, sometimes outperforming it during periods of tightening supply.
Now, one early name with major-backed assets and billionaire support is beginning to attract attention as investors rotate into silver.
If this cycle mirrors previous ones, early movers may want to pay attention now – not later.
5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
Submitted by Thomas Hughes. Originally Published: 1/29/2026.
What You Need to Know
Many of 2025’s top-performing stocks remain well-positioned for 2026 as key trends continue to strengthen.
Analysts broadly expect double-digit upside for these names, with several positioned to challenge or set new highs.
Forward expectations may still be conservative, leaving room for a cycle of outperformance and upward revisions as catalysts play out.
2026 is off to a bullish start. The S&P 500 and other major indices are ending January at record highs, with the Russell 2000 (INDEXRUSSELL: RUT), which tracks small-cap stocks, leading the charge. Sector rotation seen over the past 18 months appears to be accelerating. While tech and big tech remain important, leadership is broadening across a wider range of names and risk profiles. Five stocks that led in 2025 still carry momentum into 2026—and February may offer better entry points.
Advanced Micro Devices (NASDAQ: AMD)shares are set to finish January more than 25% above their early-month lows. This move, which confirms support at last year’s critical resistance level, reinforces the growth outlook tied to the MI450 launch. Scheduled for later this year, the MI450 could produce NVIDIA (NASDAQ: NVDA)-like results—potentially driving triple-digit growth in datacenter revenue and systemwide expansion.
Gold has recently charged past the $5,000/oz threshold, and Silver has skyrocketed past $100/oz.
For the first time in decades, the conversation for retirement savers seems to be shifting. It’s no longer just about “holding the line”—it’s about the potential growth these physical assets could bring to a diversified portfolio.Send Me My FREE 2026 Guide + 10% FREE Gold or Silver Details*
By consensus forecasts, the stock appears to be trading at a meaningful discount, which could reflect conservative estimates. Sentiment is bullish: several January coverage initiations, a firming Moderate Buy rating, and rising price targets. Current trends suggest AMD could move toward the high end of its range—roughly 35% upside as of early 2026—with further target increases likely by year-end.
Amprius Technologies Cements Production Capacity Ahead of Q4 Release
Amprius Technologies (NYSE: AMPX) shares are roughly 50% above recent lows as investors await the Q4 FY2025 earnings release, slated for late March. The report is expected to confirm a strengthening order pipeline, ramping production, and a clearer path to profitability.
Recently, Amprius added three South Korean battery manufacturers to its production alliance, putting it ahead of schedule and on track to meet goals for cost reductions and lower cash burn. Analysts are optimistic, assigning a Moderate Buy rating and projecting roughly 35% upside from critical resistance near $12.
Credo Technologies Pulls Back Into Buying Opportunity
Credo Technologies (NASDAQ: CRDO) is experiencing a pullback that looks like a buying opportunity. The decline runs counter to the company’s improving results and analyst trends. MarketBeat data show analyst coverage rose significantly over the past 12 months, consensus sentiment firmed from Moderate Buy to Buy, and price targets moved higher.
Consensus estimates improved about 5% month-over-month in January and are nearly 200% higher year-over-year, implying roughly 70% upside with many forecasts targeting the high end of the range. A catalyst may arrive with the Q3 FY2026 report, due in early March. Credo stands to benefit as a key supplier for advanced datacenter technology, AI, and inference workloads.
Bloom Energy Blooms Under Data Center Demand
Bloom Energy (NYSE: BE) makes low-emission, high-efficiency fuel cells well suited to certain uses—particularly data centers, where grid connections can be a challenge. The systems enable faster, lower-cost deployment and operation. While not ideal for all large-scale applications, rising demand is driving revenue growth and improving margins.
Bloom Energy accelerated growth to over 50% in Q3 (both sequentially and year-over-year) and is expected to sustain high double-digit growth in Q4 FY2025 and through 2026. Earnings should expand even faster, supporting a rapidly improving analyst outlook. Of the 26 MarketBeat-tracked analysts, the consensus rates the stock as a Hold, but coverage has risen substantially over the past year and sentiment is moving toward Moderate Buy; the consensus price target has climbed roughly 400%. Although it still lags the broader market, January forecasts point to another ~20% upside this year.
Applied Digital Breaks Out After Solid Results
Applied Digital (NASDAQ: APLD) delivered Q2 FY2026 results that exceeded expectations, with revenue nearly doubling year-over-year and beating consensus. The quarter validated a robust outlook that includes bringing a second campus online this year.
The second campus is effectively sold out, and new contracts—such as one with CoreWeave (NASDAQ: CRWV) —suggest a third campus may soon be required. Analysts reacted positively, issuing initiations, upgrades, and higher price targets that imply up to 50% upside from the breakout.
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AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted
Written by Thomas Hughes on February 4, 2026
Key Takeaways
AMD’s post-earnings dip reflects “whisper number” disappointment, not weak fundamentals, as results and guidance still topped consensus.
The next major catalyst is Helios rack-scale and MI450 execution later this year, which could unlock the growth the market is waiting for.
Analyst sentiment stayed constructive, and the stock appears to be consolidating above key support with meaningful upside if data center momentum re-accelerates.
Advanced Micro Devices’ (NASDAQ: AMD)share price dipped more than 5% following its Q4 2025 earnings report, opening a screaming buying opportunity because it missed the analysts’ highest mark. Although results were better than the consensus, whisper numbers were pricing in gains that won’t come until later this year, highlighting another issue with the report. While MI450 and Helios’ rack-scale solutions were mentioned, the details were understated relative to robust market expectations and left retail traders wanting more.
Smart money traders, as represented by the analysts, responded differently. The first revisions tracked by MarketBeat include numerous reaffirmed ratings and price targets, as well as a few price target increases focused on the future. The future includes the launch of Helios’ rack-scale solutions in the back half of the current fiscal year, which will drive significant growth acceleration.
CEO Lisa Su says the data center business could grow to tens of billions annually (a conservative figure based on demand trends and NVIDIA (NASDAQ: NVDA) results), setting the stage for triple-digit revenue growth despite the company’s forecasts of only high-double-digit growth.
The catalyst for higher AMD share prices that the market has been waiting for is still ahead, and its potential to move the market increases day by day. Most analysts’ targets place AMD stock between $280 and $300, indicating a 40% to 50% upside from the key support level and potentially reaching a new all-time high. A move to new highs would be a bullish indicator, suggesting a move to the high-end of the target range near $380 for a nearly 100% gain is likely.
Many are wondering why so many countries are frantically buying gold right now. The truth is that this is just the beginning of a much larger story… One that could send gold soaring to even bigger highs in the coming months. But the best way to cash in on gold’s upside potential might surprise you. One firm says this stock (less than $50) could be the best way to get started.Strange New Catalyst for Gold ($10,000 Possible?)
Advanced Micro Devices’ Blowout Quarter and Guidance Drive Value
Advanced Micro Devices had a blowout quarter, with revenue growing by nearly 34%to $10.3 billion, beating expectations by more than 650 basis points. The strength was underpinned by the Datacenter segment, which grew by 39%, but all segments reported growth. The weakest link is Embedded, which grew at a low single-digit rate, but it is expected to improve as the year progresses. The Client & Gaming segment also grew at a high 30% pace. Within the Datacenter business, strength was reported in GPU and CPU sales.
Margin news is more impressive. The company’s revenue leverage and operational quality drove significant margin strength, leaving operating income, net income, and free cash flow at record levels, along with revenue. Critical details include $1.53 in adjusted earnings, up 40% year-over-year (YOY) and more than 1500 bps better than forecast, and free cash flow of $2.1 billion.
The Q1 2026 guidance aligns with the Q4 results, being well-above forecasts yet not quite giving the market what it wanted. That said, the company anticipates a seasonally expected slowdown to only 32% YOY growth, 420 bps above forecasts, with earnings tracking along with it. Regarding Helios and MI450, the launch is still expected in the second half of the year, and the production ramp is expected by Q3. Early deliveries will focus on rack-scale business, including OpenAI and Oracle (NYSE: ORCL).
Advanced Micro Devices Consolidates for Next Move
Advanced Micro Devices’ price action has been volatile since Q3 2025. However, the chart action reveals a market consolidating above critical resistance, now support, setting up for the next big move. This will probably begin later in the year as news about MI450 speeds up; the only uncertainty is how severe a price drop might occur in the first half. Based on the analyst and institutional trends, a move below critical support near $200 is not expected.
Anti-fraud efforts were already underway in Ohio, officials say, long before outrage over Minnesota Somali fraud spread suspicions to the Buckeye State.
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RJ Hamster 