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  • CoreCivic is increasingly using a model where governments buy facilities while CoreCivic remains the manager-operator.
  • The shift converts capital-heavy real estate into predictable contract revenue for CoreCivic.
  • Analyst recommends a core long position with a $42 price target and medium-risk sizing.
  • CoreCivic has a $3.22 billion market capitalization and an EV/EBITDA of 11.6x.
  • Reported occupancy and revenue are rising, supporting the analyst's buy thesis.
  • The operator-focused model changes CoreCivic's cash-flow profile toward fee-based, less capital-intensive revenue.

Latest Articles

Fiserv Small Business Index Shows Small Business Sales Rise in September as Back-to-School Lifts Retail

Fiserv Small Business Index Shows Small Business Sales Rise in September as Back-to-School Lifts Retail

Fiserv's Small Business Index indicates that small business sales rose 2.2% year-over-year and 0.7% month-over-month in September 2026, marking the strongest annual gain since June. The increase was largely driven by back-to-school retail demand, with spending shifting toward necessities such as clothing, sporting goods, and groceries, while restau…

Leonardo DRS Establishes UK Subsidiary and Launches Local Capabilities for its Tactical Radars including Full Manufacturing

Leonardo DRS Establishes UK Subsidiary and Launches Local Capabilities for its Tactical Radars including Full Manufacturing

Leonardo DRS has established a UK subsidiary, DRS UK, inaugurating local production capabilities for its tactical radar systems. This strategic move enhances support for UK defence programs and allies by providing manufacturing proximity and supply chain resilience, aiming to meet evolving operational requirements effectively. The expansion is expe…

InterTabac World Alternative Awards Names AIR’s Crown Switch™ 2026 Best Vape Device of the Year

InterTabac World Alternative Awards Names AIR’s Crown Switch™ 2026 Best Vape Device of the Year

AIR Global PLC announced that its Crown Switch™, developed with Greentank Innovations, was named Best Vape Device of the Year at the InterTabac World Alternative Awards. The device features advanced Quantum Chip™ technology and shows promising reduced-risk aerosol emissions. AIR has deepened its partnership with Greentank through a $20 million stra…

FTC Solar Announces Waiver and Amendment to Credit Agreement

FTC Solar Announces Waiver and Amendment to Credit Agreement

FTC Solar, Inc. announced an amended credit agreement that defers a $5 million repayment and adjusts financial covenants through 2026 and into early 2027. The changes include the removal of full-year 2026 EBITDA covenants and introduction of a Q1 2027 EBITDA covenant, providing the company with greater operational flexibility to support sustainable…

Accenture as a Canary: Fade the Post-Earnings Pop

Accenture as a Canary: Fade the Post-Earnings Pop

Accenture beat Q4 expectations on revenue and EPS and flagged broad AI demand, yet guided to modest FY27 growth and highlighted pricing pressure. The stock's big move higher has left room for a mean reversion trade. I propose a mid-term short on a failed breakout, with strict risk controls and clear exit levels.

Osisko Gold Intersects 7.28 g/t Au over 16.15 m (105 m Vertical Depth), including 173.66 g/t Au over 0.60 m, and 7.13 g/t Au over 11.60 m (61 m Vertical Depth) in Lowhee Zone Underground Infill Drilling at Cariboo Gold Project

Osisko Gold Intersects 7.28 g/t Au over 16.15 m (105 m Vertical Depth), including 173.66 g/t Au over 0.60 m, and 7.13 g/t Au over 11.60 m (61 m Vertical Depth) in Lowhee Zone Underground Infill Drilling at Cariboo Gold Project

Osisko Gold Group Inc. announced significant gold assay results from 3,933 meters of underground infill drilling in 36 holes at the Lowhee Zone of its Cariboo Gold Project in British Columbia, Canada. Highlight intersections include 7.28 g/t Au over 16.15m and 7.13 g/t Au over 11.60m. These results reinforce confidence in the resource potential, su…

Zscaler Collaborates with IBM and Red Hat to Protect Private Applications from Frontier AI-Powered Threats

Zscaler Collaborates with IBM and Red Hat to Protect Private Applications from Frontier AI-Powered Threats

Zscaler announced a collaboration with IBM and Red Hat to enhance protection of private applications by combining Zscaler's Autonomous Application Shield with IBM and Red Hat's Lightwell platform. This partnership aims to bridge the critical vulnerability window between disclosure and patch deployment by providing adaptive, inline security that ope…

Syntec Optics (Nasdaq: OPTX) Lands Artemis III Production Orders, Expands Space Portfolio to Moon Missions

Syntec Optics (Nasdaq: OPTX) Lands Artemis III Production Orders, Expands Space Portfolio to Moon Missions

Syntec Optics Holdings, Inc. announced it has received recurring production orders for ultra-precise actuators used in NASA's Artemis III rockets, supporting the upcoming lunar missions. This order increases the company's space technology backlog by 10%, positioning it for significant growth as NASA advances Moon exploration and infrastructure deve…

Benitec Biopharma Announces Regulatory Update Following Type C Meeting with FDA for BB-301 Pivotal Study

Benitec Biopharma Announces Regulatory Update Following Type C Meeting with FDA for BB-301 Pivotal Study

Benitec Biopharma has received formal FDA feedback following a Type C meeting concerning its BB-301 pivotal study for treating Oculopharyngeal Muscular Dystrophy (OPMD). The FDA requested additional data including from the company's OPMD Natural History Study, with the final pivotal study design expected by Q1 2027. The trial remains on schedule to…

DFDV Preliminary Q3’26 Estimates Indicate Double-Digit SPS Growth and More Than 100% NAV Per Share Growth In Q3; SOL Treasury Growth Rises to 11% Since August 12

DFDV Preliminary Q3’26 Estimates Indicate Double-Digit SPS Growth and More Than 100% NAV Per Share Growth In Q3; SOL Treasury Growth Rises to 11% Since August 12

DeFi Development Corp. (NASDAQ: DFDV) announced strong preliminary Q3 2026 results, highlighting an 11% increase in Solana (SOL) treasury holdings since August 12, double-digit growth in SOL per share, and more than 100% growth in net asset value per share. The company also initiated dividend payments on its Nasdaq-listed preferred stock CHAD, whic…

Revolution Medicines Begins Treating Patients in Phase 3 RASolute 309 Trial Evaluating RASONQUE™ (daraxonrasib) Plus Zoldonrasib as First-Line Treatment for Metastatic RAS G12D Pancreatic Cancer

Revolution Medicines Begins Treating Patients in Phase 3 RASolute 309 Trial Evaluating RASONQUE™ (daraxonrasib) Plus Zoldonrasib as First-Line Treatment for Metastatic RAS G12D Pancreatic Cancer

Revolution Medicines has commenced patient treatment in the Phase 3 RASolute 309 trial to evaluate the efficacy and safety of combining RASONQUE (daraxonrasib) with zoldonrasib as a first-line therapy for metastatic RAS G12D pancreatic adenocarcinoma. The trial compares this novel targeted combination against the current standard-of-care chemothera…

4DMT to Host Investor Day on October 21, 2026

4DMT to Host Investor Day on October 21, 2026

4D Molecular Therapeutics announced it will host an Investor Day on October 21, 2026, in New York City, featuring presentations and discussions with leading retinal experts. The event will highlight advancements in the company's lead product candidate 4D-150, a durable therapy targeting VEGF-driven retinal vascular diseases like wet age-related mac…