Category: Analyst POV

StubHub (STUB) has officially filed its S-1 to go public, led by JP Morgan and Goldman Sachs. They now join Coreweave (CRWV) and Klarna (KLAR) hoping to provide a much-needed spark to the IPO market.

Klarna, the largest Buy Now Pay Later (BNPL) provider, filed its F-1 registration statement to go public on the NYSE under the ticker KLAR.

The past few days have been some of the most brutal in recent market history. Funds are degrossing at an unprecedented rate, entire investment teams are getting wiped out, and traders are scrambling to figure out which companies have the most exposure to the ongoing

With tariffs reshaping global supply chains, US Auto Companies and IT Hardware companies are facing new pressures. Investors and analysts need a clear view of which companies are most exposed—and which might benefit from these disruptions.

CoreWeave (CRWV), operating as the “AI Hyperscaler,” has filed its S-1 for an initial public offering (IPO) led by JP Morgan, Morgan Stanley and Goldman Sachs

AppLovin’s (APP) stock was one of last year’s top-performing stocks, gaining over 700% and sporting a market cap of around $150 billion.

Meta’s FQ4 earnings report beat across the board with revenue growing 21% year over year but more impressive was the sharp beat on operating margins as they reached a 7-year high of 48% blowing away the Street estimates by 600bps.

2024 was not kind to MongoDB (MDB), down 43%, given its growth deceleration, nor to GitLab (GTLB), down 11% after a bumpy second quarter.

ServiceTitan’s (TTAN) first quarter as a public company combined the positives and negatives previewed on their IPO roadshow in December.

WH Group, the largest pork producer in the world, announced plans to spin off Smithfield Foods (ticker SFD), the US-based entity it acquired in 2013 for $4.7 billion.