Jordan Park

NGL Energy Partners - Growth Is Driving the Rally; Leverage Keeps Valuation In Check

Operational cash flow and rising revenues underpin a bullish trade, but heavy leverage means position sizing and stops are essential.

NGL has rallied from the low single digits to near $12 on accelerating revenues and strong operating cash flow. Quarterly results show expanding top l...

Buy the Dip on AppLovin: High-Margin Adtech, Real Cash Flow — Trade Plan Inside

Market is pricing a CloudX doomsday. I see a better risk/reward buying pullbacks around $470 with clear entry, stop and targets.

AppLovin (APP) just sold off on a CloudX / LLM narrative. The fundamentals — consecutive quarters of billion-dollar revenue, exceptional margins, an...

Figma Shares Climb as Analysts Predict Software Sector Recovery

JPMorgan and Morgan Stanley highlight undervaluation amid AI-driven market jitters

Figma Inc's stock experienced a notable uptick amid a broader rally in software equities. Analysts at JPMorgan and Morgan Stanley have indicated that ...

Oscar Health Targets Profitability in 2026 Following Challenging 2025

Despite Revenue Growth and Increased Membership, Oscar Health Posts Higher Losses in Q4 2025 with Hope for Financial Recovery Next Year

Oscar Health Inc. reported fourth-quarter revenue growth driven by expanding membership but faced increased losses largely due to rising medical cost ...

Shopify’s Stock Gains Momentum Ahead of Q4 2025 Earnings Release

Investor Focus Sharpens on Growth, Profitability, and AI-Driven Expansion in E-Commerce Platform

Shopify Inc. shares surged on Tuesday in anticipation of the company’s fourth-quarter and full-year 2025 financial results announcement set for Wedn...

Equinor (EQNR): A Dividended, Buyback-Supported Long with Reserve and Licensing Upside

Play a high-quality North Sea major on fundamentals, capital returns and near-term catalysts — buy on small pullbacks.

Equinor combines scale (2.1 mmboe/d production in 2024, 6.1 billion barrels proven reserves) with growing shareholder returns (quarterly dividend and ...

Edgewell Personal Care Sees Mixed Q1 Results, Analysts Lift Price Targets

Adjusted EPS beats expectations despite sales shortfall; FY2026 earnings guidance revised downward while sales outlook remains steady

Edgewell Personal Care Company reported a mixed financial performance for the first quarter, delivering adjusted earnings per share (EPS) ahead of mar...

Hasbro's Shares Rise Sharply on Robust Q4 Results and New Licensing Deal

Strong quarterly performance and strategic partnerships fuel optimism for Hasbro's future growth

Hasbro's stock experienced a significant increase following the release of its fourth-quarter earnings report that surpassed expectations and the anno...

Phio Pharmaceuticals Reports Promising Tumor Clearance in Skin Cancer Trials, Shares Jump

Phase 1b results for PH-762 demonstrate high pathological responses with favorable safety profile in cutaneous carcinoma patients

Phio Pharmaceuticals Corp. announced encouraging Phase 1b data for its lead drug candidate PH-762 in treating skin cancer. The trial revealed no serio...

Analyst Upgrades Spotlight: Unity Software Momentum and Top Picks Including Ichor Holdings and Thomson Reuters

Wall Street revises outlooks with notable upgrades in software and industrial sectors

Recent analyst activity has highlighted significant upward revisions for several key stocks, with Unity Software, Ichor Holdings, and Thomson Reuters ...