Alliance Bernstein - AB Disruptors ETF (ADR) (FWD)
AI Strategy Enhances SPS Commerce's Appeal And Potential Network Value
SPS Commerce remains a Buy as its Gen AI strategy potentially enhances network value and positions the company for future growth. SPSC reported Q2 2026 results ahead of estimates, with 6% YoY revenue growth, improved gross margin, and robust operating leverage. The company's clean balance sheet, aggressive stock buybacks, and discounted valuation (3.2x FWD revenue, 9.5x FWD EBITDA) support upside potential.
Nebius: Why A 5.6x FWD Sales Multiple Is A Bargain
Nebius delivered a Q2 earnings and revenue beat, driven by rapid expansion of its cloud compute base and strong GPU demand. I maintain a 'Strong' Buy rating on NBIS, citing an up to 9x ARR upswing in 2026, robust data center growth, and strategic partnerships with Nvidia, Meta, and Microsoft. Nebius is also seeing a major EBITDA uplift amid growing adoption of high-margin AI cloud services and higher-dollar cloud compute contracts.
Sandisk Can Reclaim Its Highs And Move Higher
I am reiterating my Strong Buy rating on Sandisk Corporation and increasing my price target from $2,380 to $3,300. I now believe SNDK can generate about $165 in FWD non-GAAP EPS even after applying a haircut for NAND cyclicality. I arrive at my price target for SNDK by applying a FWD non-GAAP P/E multiple of 20x to my estimated FWD non-GAAP EPS of $165.
I Am Still Calling Lam Research A Strong Buy After Q4 2026
I maintain my Strong Buy rating Lam Research (LRCX) with a revised price target of $455 per share. LRCX's Q4 2026 results exceeded expectations, supporting an increased FWD non-GAAP EPS estimate to $9.1, despite applying a more conservative 50x P/E multiple. My previous model estimated FWD non-GAAP EPS of $7.26. Based on Q1 2027 guidance I have increased my FWD non-GAAP EPS estimate to $9.1.
REIT Rebound: 3 Top REITs Averaging 9.8% FWD Yield
REITs are staging a comeback in 2026, with the real estate sector (XLRE) outperforming broad equities, potentially signaling stronger full‑year returns. Given recent market volatility, REITs can be a smart addition to portfolios, offering steady income today alongside meaningful long‑term capital appreciation potential. SA Quant's proprietary REIT factor model has identified three REIT Strong Buys delivering an average forward yield of nearly 9.8%, pairing high income potential with solid dividend safety grades.
Skyworks: The Discount Is Too Wide For The Catalysts Ahead
I rate Skyworks Solutions a Buy with a $116 price target, reflecting 53% upside potential from current levels. My growth drivers are the premium Android win, which helps reduce the one-customer mobile concern; then the Broad Markets give SWKS a better mix, and Qorvo adds scale and synergy potential. My valuation uses $6.03 of FWD EPS and a 19.16x FWD non-GAAP P/E multiple, which sits between SWKS' historical 13.4x multiple and the broader peer level of about 24.92x.
KIA ANNOUNCES PRICING FOR ALL-NEW 2027 SELTOS
Seltos LX FWD starting MSRP1 $24,990 Bigger, bolder, smarter and roomier, the new Seltos delivers best-in-class passenger space2 and class-leading max cargo room3 Multiple powertrain options: Choice of 2.0-liter naturally aspirated engine or 1.6-liter turbocharged engine IRVINE, Calif., June 3, 2026 /PRNewswire/ -- Kia America today announced pricing for the all-new, second-generation 2027 Kia Seltos compact SUV with the MSRP for the LX FWD trim starting at just $24,990.
Quant All-Stars: 3 Top Stocks Averaging 262% FWD EPS Growth
Q1 earnings season is nearly complete, with the S&P 500 posting its strongest growth since 2021. The Magnificent 7 once again impressed, delivering a 63% Y/Y earnings jump and driving a large share of the S&P 500's overall growth. Micron was a top‑five earnings contributor, with a 682% EPS surge driving its rally into the $1T club after first surfacing as a consistent Quant ‘Strong Buy' in July 2025.
AB Disruptors ETF $FWD Position Lifted by Cwm LLC
Cwm LLC raised its stake in shares of AB Disruptors ETF (NYSEARCA:FWD) by 758.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,391 shares of the company's stock after acquiring an additional 23,317 shares during the quarter. Cwm LLC owned
CoreWeave's High-Growth Cadence Proven - Strong Buy For Contrarians
CoreWeave boasts robust, high growth prospects through the promising FY2026 revenue guidance of $12.5B (+145% YoY) and FY2027 at $30B (+140% YoY), supported by multi-year backlog of $66.8B. This is on top of the margin-accretive SaaS/development tools and the storage attach rates of 80%, as they monetize the growing customer base beyond the AI infrastructure segment. CRWV trades at compelling valuations post-correction and ongoing consolidation, with the FWD EV/Sales at 5.52x and FWD EV/EBITDA at 9.27x being well below prior highs.
KIA AMERICA ANNOUNCES PRICING FOR FIRST-EVER 2027 KIA TELLURIDE HEV
Starting at under $47,000 MSRP[1], first-ever 2027 Telluride HEV combines stunning design, tech-forward amenities, generous interior space and EPA-est. 35-combined mpg (EX FWD) EX FWD starting MSRP: $46,490[1] Power meets efficiency: Available turbo-hybrid with 329 horsepower and rated an EPA-estimated 35 mpg[2] combined and a total estimated driving range of 637 miles[3] on the EX FWD trim Larger dimensions than previous generation: Provides more first and second-row headroom, improved third-row seat access, plus more cargo space Standard 4,500-lb.
Embree Financial Group Grows Stock Position in AB Disruptors ETF $FWD
Embree Financial Group boosted its holdings in AB Disruptors ETF (NYSEARCA:FWD) by 15.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 64,297 shares of the company's stock after acquiring an additional 8,609 shares during the period. AB Disruptors
AB Crosses $10 Billion in ETF Assets in 3 Years
Just three years after launching its first ETFs, AllianceBernstein (AB) recently reached $10 billion in assets. While index-based ETFs from iShares, Vanguard and State Street Investment Management continue to dominate the industry, there has been room for newer entrants to also succeed.
Kinross Gold: From Discounted Mid-Tier To Top-Tier Cash Machine
Gold at $3,800/oz unlocks extraordinary leverage for Kinross, with every $100 increase adding ~$200M revenue and ~$170M free cash flow thanks to its exceptionally low AISC. Q2 2025 delivered 512.6 koz production, $2.68B revenue (+34% YoY), $1.52B EBITDA (+72% YoY), and $675M net income (+210% YoY), proving record profitability and sustainable momentum. Kinross trades at 7.5x EV/EBITDA FWD and 16x P/E FWD, cheaper than peers despite superior margins and growth, creating a valuation gap that investors should not ignore.
Iamgold: Strong Gold Prices And Coté Gold Transform The Outlook
IAMGOLD remains a strong buy as Côté Gold ramps up, boosting production scale, margins, and cash flow in a favorable gold market. Despite a 30% stock rally, it trades at deep discounts to peers—EV/EBITDA FWD ~5x and P/E FWD ~10x—offering re-rating potential. Côté Gold transforms its risk profile, shifting focus to Canada and reducing exposure to higher-risk jurisdictions like Burkina Faso.
LATAM: The Unseen Turnaround In Latin America's Aviation Market
LATAM is showing strong financial recovery, with Q2 revenues up 8% and record 12.9% adjusted margin, while leverage dropped to just 1.6x EBITDAR. Despite results, LATAM trades at only 10x P/E FWD and 4.7x EV/EBITDA FWD, a deep discount to global airline peers. Fleet modernization and expansion in Brazil support LATAM's regional leadership and operating efficiency, with growing cargo now a key earnings pillar.
Pampa Energia: Strategic Infrastructure With Latent Upside
Pampa Energía, Argentina's leading energy firm, shows strong growth in electricity generation and gas production, with significant investments in Vaca Muerta and a new wind power project. Despite a 57% stock rally, Pampa remains undervalued with P/E FWD at 8.57x and EV/EBITDA FWD at 4.68x, indicating a repricing opportunity. Financial health is robust, with net debt at 0.6x EBITDA and a cash position of $1,670 MM, positioning it among the least leveraged utilities.
My Top 10 High-Yield Dividend Stocks For March 2025: One Yields 15%-Plus
High-yield dividend companies with attractive valuations can allow you to generate extra income while reducing portfolio volatility and investing with a margin of safety. This list of high dividend yield companies includes dividend yields [FWD] between 4.33% (Chevron) and 15.50%-plus (Petrobras) while the selected companies offer an average P/E [FWD] ratio of 10.77. I suggest overweighting companies with attractive risk-reward profiles and dividend payments that are sustainable, allowing you to increase your wealth with an elevated likelihood.
My Top 10 High Dividend Yield Stocks For February 2025: Two Yield Over 7%
Implementing a high dividend yield strategy can provide substantial income and stability during market volatility, supporting long-term investment goals without selling during declines. The selected 10 companies offer Dividend Yields [FWD] between 3.22% and 8.06%, with attractive Dividend Growth Rates and appealing valuations, enhancing portfolio sustainability. Each company exhibits a P/E [FWD] Ratio below 20, which reflects their attractive valuation.
The Ticker Treat
Last week for Halloween, VettaFi's Todd Rosenbluth offered a collection of “Ticker Treats.” Here's a roundup of the ticker haul from Halloween.