Seeking Alpha
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Seeking Alpha is a crowd-sourced content service that publishes news on financial markets. It is accessible via a website and mobile app. After a free trial period, users must pay a subscription fee to access content. Independent contributors, mostly from the buy side, write almost all of the articles published by the service and are paid based on how many subscribers access their articles. Notable contributors include Henry Blodget and Paco Ahlgren. Source
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| Scope | Trade/B2B |
|---|---|
| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesH&R Block: A Boring Business With An Interesting Return
Oct 04, 2026, 10:08 AM ET Summary H&R Block is rated Buy, with its stable business and low 7x cash flow multiple offering attractive risk-adjusted returns. HRB is expanding beyond seasonal tax prep, leveraging AI for productivity and targeting complex filers and small businesses for recurring revenue. AI poses risks to HRB's Assisted segment, but management is using it to enhance, not replace, tax professionals and shift toward higher-value clients.
Design Therapeutics: 'Hold' DT-216P2 Registrational FA Plans Q4 2026 And 12-Week Results Q1 2027
Oct 04, 2026, 10:08 AM ET Summary Design Therapeutics is initiated with a "Hold" rating as its lead candidate, DT-216P2 targets the root cause of Friedreich Ataxia [FA]. The company's 4-week phase 1/2 RESTORE-FA data showed strong biomarker and clinical improvements, but confirmation awaits 12-week results in Q1 2027. Upcoming catalysts include a registrational update in Q4 2026 for DT-216P2 FA and early-stage readouts for DM1 and FECD programs in 2027.
Tech sector posts quarterly gains as AI momentum continues
Oct 04, 2026, 10:05 AM ET, , , , , , , , By: , SA News Editor The technology sector (XLK) gained nearly 2.75% in the third quarter as strong demand for artificial intelligence and continued investment in AI infrastructure supported major technology stocks. In the third quarter, tech giants Nvidia (NVDA), Microsoft (MSFT To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Geely: Strategic NIO Battery Deal Is A Win
Summary Geely Automobile Holdings Limited is experiencing strong EV delivery growth, driven by its premium ZEEKR brand. Geely's ZEEKR brand nearly doubled its first half of 2026 sales volume to a record 178,000 units, with brand-specific revenues exceeding 55 billion yuan ($8.2 billion). The stock trades at a compelling 0.28x price-to-revenue ratio, making it a bargain even in the lowly valued Chinese EV industry startup group.
A Global Liquidity Regime Shift May Be Taking Place
Oct 04, 2026, 9:55 AM ET, , , , , , , , , Summary The Japanese yen and US dollar are both strengthening globally, signaling shifting liquidity flows and potential risk-off sentiment. Rising Japanese rates may prompt repatriation of capital, reducing the appeal of foreign debt for Japanese investors. US 2-year rates outpacing peers are driving dollar strength, with widening spreads suggesting further weakness for currencies like the Swiss franc and euro.
Trending stocks this week as markets weigh jobs data, yields
Oct 04, 2026, 9:55 AM ET, , , , , , , , , , , , By: , SA News Editor Wall Street ended the week on a mixed note as cooler-than-expected September jobs data cut Fed rate-hike odds even as Treasury yields climbed, with the 30-year hitting its highest level in decades. For the week, the blue-chip Dow (DJI To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
BioNTech SE: Moving Past Covid
Oct 04, 2026, 9:44 AM ET, , , Summary BioNTech SE is pivoting from a COVID-19 vaccine windfall to a robust oncology pipeline, with 33 Phase 2/3 trials and $19B in cash. BNTX's future hinges on pumitamig, a PD-L1xVEGF bispecific in a crowded, high-stakes oncology space, with pivotal data expected post-2028. Despite deep-pocketed competition and delayed profitability until 2031, BNTX’s cash-rich balance sheet underpins share price stability.
Clarivate: Pricing The Worst, As The Business Still Has Chances
Summary Clarivate continues to face a significant leverage overhang despite a $600 million divestment of its life sciences & healthcare segment. Clarivate's share price has plunged to fresh lows, with equity value now around $1 billion and pro forma enterprise value at $4.5 billion. Valuation is compelling at just over 2x sales and ~5x pro forma EBITDA, but high leverage and a $240 million annual interest bill remain key risks.
Kemper: California Is The Problem, The Valuation Is The Catch
Summary Kemper is a specialty P&C insurer focused on non-standard auto, facing significant volatility and California-specific headwinds. KMPR's earnings collapsed due to regulatory constraints in California, with loss ratios rising to nearly 84%, but sequential improvement and policy increases are underway. Recovery hinges on normalizing loss ratios and book quality; at $3.2/share EPS and 8x P/E, fair value is $25.60, but risk-adjusted upside is limited.
Lam Research: AI Manufacturing Complexity And Installed-Base Growth Support A Cautious Buy
Oct 04, 2026, 9:41 AM ET, Summary Lam Research is rated a cautious Buy, with long-term upside driven by demand for advanced chip production and packaging equipment. LRCX's growth is underpinned by increasing chip complexity, which requires more processing steps and drives both equipment and recurring service revenue. At ~$340, LRCX trades at 35.9x forward EPS—well above its five-year average—so valuation already anticipates robust earnings growth.