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Stephen Ayers on Muck Rack

Stephen Ayers

Chicago
As seen in: Seeking Alpha, MSN, Yahoo Finance, Yahoo Finance Australia, Yahoo Finance Canada, Yahoo Finance Singapore, Flipboard, EIN News, NewsBreak, Insider Media, TipRanks and
MBA | Seeking Alpha analyst | Biotech deep dives ↓
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Articles

Regeneron: The Easy Money Has Been Made (Rating Downgrade)

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By Stephen Ayers
| Seeking Alpha
Summary Regeneron Pharmaceuticals is downgraded to 'Hold' as its stock now appears appropriately priced at $735, near DCF value. DUPIXENT continues to outperform, driving a 17% revenue jump and providing a strong margin of safety, but now comprises over half of total revenue. EYLEA HD's durability offsets legacy declines, aided by extended dosing intervals and delayed biosimilar competition until 2027.
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Applied Digital: From Sell To Hold Ahead Of A High-Stakes Quarter

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By Stephen Ayers
| Seeking Alpha
Oct 02, 2026, 6:11 PM ET, Summary Applied Digital Corporation is upgraded to Hold as operating metrics and contract diversification improve, but execution risks remain high. Contracted lease revenue surged to $36B, with CoreWeave's share dropping to 30%, and live HPC capacity reaching 250 MW. Management advanced its $1B NOI target to next year, but achieving it requires flawless execution and rapid capacity ramp-up.
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STAAR Surgical: A Recovery Story Priced As Growth

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By Stephen Ayers
| Seeking Alpha
Oct 01, 2026, 11:00 PM ET Summary STAAR Surgical faces significant China concentration risk, with 56% of Q2 sales and 65% of receivables tied to two distributors. STAA's Q2 report showed cash positivity, but rising receivables and minimal U.S. growth raise sustainability concerns; Q3 revenue is expected to be only modestly higher than a low prior-year comp.
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