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Richardson Electronics, Ltd., a global provider of engineered solutions in green energy, power management, and custom displays, will participate in a webcast presentation and host one-on-one investor meetings during the Lytham Partners Fall 2026 Investor Conference held virtually on September 29-30, 2026. The company highlights its broad manufactur…
Vishay Intertechnology introduced four new series of surface-mount standard rectifiers in the innovative low profile DFN6546A package, providing higher current ratings up to 12 A, improved thermal performance, and efficient PCB space usage. These rectifiers cater to commercial, industrial, and automotive applications and offer features such as low …
CCC Intelligent Solutions Inc. announces growing adoption of its CCC Build Sheets solution within its collision repair network, highlighted by renewals from multi-location operators G&C Auto Body and VIVE Collision. The platform integrates vehicle-specific data into CCC's estimating tools, improving repair estimates, reducing rework and supplements…
Unusual Machines (UMAC) looks priced for perfection. A weak Q3 will likely compress the stock near-term, but that same weakness could create an attractive entry into a company with clear sector catalysts: Pentagon interest, Russell 2000 inclusion tailwinds, and partner activity in the $1B Drone Dominance program. We outline an actionable long trade…
Wells Fargo raised its projection for loan growth in 2026 and highlighted healthy U.S. consumer spending and credit metrics, the bank's CFO said at an investor conference. Shares gained after the update, and management kept its full-year net interest income and expense estimates unchanged while noting third-quarter net interest margin should beat p…
Root's telematics-first model has crossed the inflection point: the company is profitable, posting strong cash flow while maintaining underwriting discipline. At a market cap near $830M and free cash flow of $194.5M, the stock looks materially undervalued versus its recent performance and optionality from embedded partnerships. This trade idea outl…
Two midcap names meet a set of quantitative screens that include $2 billion to $10 billion market capitalizations, revenue growth above 10%, return on invested capital above 10%, and positive six-month returns. DLocal and Palomar each show robust top-line expansion and strong ROIC, though their business risks differ: one is exposed to emerging-mark…
Carlyle trades near $41 with an attractive income kicker and multiple fee-growth levers (wealth push, credit, and strategic buyouts). The shares are oversold technically (RSI ~27) and trade at a reasonable EV/EBITDA (10.2) vs. private-market optionality. I favor a tactical long for patient investors—entry $40.50, target $55.00, stop $37.50—over a 1…
HII's Mission Technologies division secured a five-year contract to enhance cargo and personnel airdrop technologies supporting U.S. Army soldier sustainment. The contract focuses on improving reliability, safety, interoperability, sensing, autonomous capabilities, and cybersecurity for aerial delivery systems across manned and unmanned aircraft. T…
Intuitive Machines announced the successful in-orbit commissioning and handover of the SXM-11 geostationary communications satellite to SiriusXM following its June 28, 2026 launch by SpaceX. This marks another milestone in their long-standing partnership, with Intuitive Machines having built 13 spacecraft with SiriusXM. The company continues to exp…
Microsoft's pullback has created a controlled entry for traders. Fundamental cash generation, diversified revenue streams and still-firm fundamentals argue for a mid-term long. This trade plan targets a rebound toward $540 with a defined stop at $480 over a 45-trading-day horizon.
e.l.f. Beauty is trading at a premium, but recent operational wins - a $160M Rhode contribution in Q1, raised FY27 guidance (18-20% top-line) and a $58.5M tariff refund tailwind - argue for upside. We outline a mid-term trade that leans on continued Rhode distribution expansion, haircare momentum and margin recovery while protecting capital against…
Five9 has the software stack large enterprises need to automate customer interactions. Financials show positive free cash flow ($209M) and a reasonable EV relative to sales ($2.93B EV, EV/Sales ~2.44). With recent validation on enterprise AI uptake and an attractive mid-term technical setup, I outline a swing-long trade for the coming 45 trading da…
Backblaze is translating AI demand into concrete revenue wins — most notably a large $335M CoreWeave storage pact and double-digit topline growth — but aggressive pricing and upfront investment for AI customers will pressure margins near term. This trade seeks to capture continued top-line re-rating while controlling downside risk with a defined st…
Vulcan Materials (VMC) is trading near its 52-week low despite solid cash flow, modest leverage, and an incremental catalyst set from infrastructure spending and potential pricing leverage. At an EV/EBITDA of 15.5x and free cash flow of $1.03B, the stock offers a high-reward, high-risk opportunity: if aggregates demand and pricing recover and Vulca…
Sanmina is benefiting from a structural shift in demand for AI server racks and associated subsystems. With FCF near $594M, improving margins, and a market cap of roughly $10.4B, the stock offers a compelling risk-reward for a long trade over the next 180 trading days. This idea lays out entry at $194.39, stop at $170.00 and a target of $260.00, pl…
Roundtable (NASDAQ: RTB) disclosed a highly anticipated transformative strategic partnership backed by a $10 million deposit. CEO James Heckman will host a shareholder call to discuss the transaction's impact on revenue growth, audience expansion, advertising marketplace, operations, capitalization, and financial outlook. This move is intended to a…
AppLovin (APP) has been punished hard — a 43.65% drawdown from peak — but the business still produces strong free cash flow, exceptional margins, and attractive ROE. This trade idea lays out a long-term (180 trading days) buy with exact entry, stop and target, and a balanced risk framework.
Gray Media, a leading US multimedia company and the largest owner of top-rated local television stations, promoted Ronna Steber to Chief Revenue Officer. Steber will lead advertising sales strategies, business development, and sales training across Gray's extensive portfolio, leveraging her proven record in operational excellence and market growth.
Tetra Technologies (TTI) sits at the intersection of two secular trends that matter to oilfield services and specialty chemicals: growing demand for engineered completion fluids and an expanding market for water management and desalination solutions. With a ~$962M market cap, positive revenue momentum, and an EV/EBITDA of 11.16, TTI looks like an a…
NeOnc Technologies Holdings' CEO Amir F. Heshmatpour has purchased additional shares following a $15 million financing round with healthcare institutional investors. The company is progressing novel brain cancer therapies based on its patented NEO technology platform, including positive Phase 2a results for NEO100. NeOnc aims to engage with the FDA…
MakeMyTrip (MMYT) looks like a tactical long after recent weakness: the shares trade below near-term technicals and are materially oversold (RSI ~30), while corporate wins, an OpenAI tie-up and a planned local listing could re-rate the stock. Valuation is rich on headline multiples, but a successful India listing and continued margin recovery provi…
Exyn Technologies has integrated its autonomous mapping platform, ExynAI powered Nexys, with the CHCNAV X500 professional UAV, extending mission duration to nearly 30 minutes and enhancing capabilities in complex GPS-denied environments. This hardware-agnostic approach supports longer autonomous flights and more flexible platform choices for custom…
VVX has pulled back into the low $70s on heavy shorting and a momentum washout. The fundamentals - a multi-billion dollar contract backlog, positive adjusted earnings growth, and $121.5M in free cash flow - support a tactical long. We'll outline an entry at $72.09, stop at $66.00, and a target at $85.00 for a mid-term trade (45 trading days).
DAT Freight & Analytics, a business unit of Roper Technologies, announced that national average truckload spot rates for dry van, reefer, and flatbed equipment all fell sharply in August 2026, marking the largest July-to-August decreases in DAT's 16-year history. Spot rates moved below contract rates again, reflecting typical seasonal decline and s…
