Research Feed
Street ignoring 100% EPS beats while CEO buys $9M — but credit quality is deteriorating
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
Volvo's Hidden Data Center Play: Penta Division Riding AI Power Wave
Volvo's Q4 2025 earnings revealed explosive growth in its Penta power generation division (+18% FX-adjusted), driven specifically by North American data center demand. While the market prices VLVLY as a truck/construction equipment company (P/E 18.85), the Penta division is capturing structural AI i
Skyworks-Qorvo Merger Arb Inverted 12 Days Before Vote
Skyworks Solutions filed supplemental disclosures on January 30, 2026 in response to shareholder litigation challenging the Qorvo merger, with the shareholder vote scheduled for February 11, 2026. While the filing itself is routine merger litigation noise, the market pricing reveals a significant an