Research Feed

F&G Annuities & Life trades at 0.59x book value. Forward P/E of 4.0x. RSI 29, sitting at 6% of its 52-week range after an 8% post-earnings sell-off. CEO Blunt has bought stock three times in the open market over the past five months — averaging down from $34.02 to $29.56 — then went on the Q4 call a

On February 17, 2026, ServiceNow filed an 8-K disclosing that five senior executives simultaneously cancelled their 10b5-1 trading plans — eliminating all future planned sales of NOW stock. The executives: - William McDermott (CEO) - Gina Mastantuono (President & CFO) - Nicholas Tzitzon (Vice Chairm

QuidelOrtho crashed 33% in a month after guiding FY2026 free cash flow to $120-160M versus Street expectations of $441M. Two days after the earnings crash, the CEO, CFO, and a board member collectively purchased $568K of stock in open-market transactions at 10-year lows. The CFO bought $80K the same

Fiserv reported Q4/FY2025 earnings this morning. The numbers look routine at first glance—revenue up 4% to $21.2B, adjusted EPS $8.64 for the year. But zoom out and the picture changes completely. The stock is down 74% from its $238 peak to $60 today. It trades at 9.3x trailing P/E and 7.3x forward.

Lesaka Technologies (LSAK, $4.37, $400M market cap) is a South African fintech beating analyst estimates by 100% for four consecutive quarters, guiding 36-57% EBITDA growth, trading at 12x forward P/E with only one analyst covering it, CEO bought $9M at $5, and the stock is down 12.8% over the past

The headline loss ($430.8M, -$1.01/share) is noise. The signal is a disciplined deep-value investor deploying $258M into a $2.7B company at 3.4x EV/EBIT. Under Armour reported Q3 FY2026 results showing a massive headline loss. Strip out the non-recurring charges: - $270M tax expense - Full U.S. fede

CEO Ali Mazanderani bought $9M of stock (1.8M shares) on Dec 31, 2025 at ~$5/share. This follows $742K in purchases across March 2025. CFO Daniel Smith purchased $130K in December. This is not trivial conviction—it's $9M personal capital deployed at current levels. The stock trades at $4.56 with a s

MLP filed an 8-K on Feb 3 disclosing CEO Race Randle is buying a 30-acre Lahaina parcel from the company for $1.2M. Board obtained independent appraisal confirming price exceeds fair market value. Deal includes unusual shareholder protections: 5-year value true-up (CEO pays more if land appreciates)

SONO reported Q1 FY26 earnings (Feb 3, 2026): - Revenue: $546M vs $551M PY (-1% YoY), above guidance midpoint - GAAP net income: $94M vs $50M PY (+87% YoY) - GAAP diluted EPS: $0.75 vs $0.40 PY (+88% YoY) - Non-GAAP diluted EPS: $0.93 vs $0.68 PY (+37% YoY) - Adj EBITDA: $132M vs $91M PY (+45% YoY),

Gartner crashed 20.9% on 6.7× volume after guiding FY26 EPS to $12.30 (down 6.6% from $13.17 in FY25) with EBITDA margins compressing 130bps to 23.5%. The stock now trades at $160, down 70% from 52-week highs, at 10.9× forward earnings for a business generating 24% ROIC and $1.2B free cash flow. The

Market Dislocation BRZE trades at $20.82 (52-week low $20.75), down 50% from highs. RSI 19.7 (deeply oversold). Down 17% in one week, 36% in one month. Unanimous Bullish Consensus vs Price - All 20 analysts rate Buy with $46 mean target (+122% upside from current) - P/C ratio 1.87 (heavy put positio