Argus Research

Business

Ashtead Technology Holdings: Strong EPS Growth and Insider Buying Signal Potential Upside

While speculative tech stories often capture headlines, Ashtead Technology Holdings (LON:AT.) presents a compelling case built on profitability and sustained growth. With EPS soaring 57% annually over three years and significant insider investment, the subsea equipment specialist is drawing attention from discerning investors.

Feb 2, 2026

Business

Bitcoin ETF Investors Face Losses as Heavy Withdrawals Push Prices Below Average Purchase Cost

Recent data shows the average Bitcoin held by U.S. spot ETFs is now worth less than its purchase price, following two consecutive weeks of major outflows that have deepened the cryptocurrency's downturn.

Feb 2, 2026

Business

Bitcoin's Dominance Remains Unshaken: 2026 Market Slump Highlights Crypto's Persistent Lack of Diversification

A sharp decline in Bitcoin has dragged the entire cryptocurrency market down with it, underscoring a stubborn reality: despite years of innovation and thousands of new tokens, the sector still moves as one, offering investors little shelter from volatility.

Feb 2, 2026

Business

D-Wave Quantum's 38% Plunge: A Buying Opportunity or a Value Trap?

Despite a meteoric long-term rise, D-Wave Quantum's recent sharp decline highlights the extreme risks and towering valuations inherent in the speculative quantum computing sector. Investors face a critical decision.

Feb 2, 2026

World

Takaichi's Election Gamble Faces Bond Market Verdict First

As Japan heads to the polls, Prime Minister Sanae Takaichi's expansionary fiscal pledges are being put to the test in a critical 30-year bond auction, with investors wary of the nation's towering debt burden.

Feb 2, 2026

Business

Enterprise Financial Beats Q4 Estimates on Margin Strength, Deposit Growth

Enterprise Financial Services Corp. (EFSC) reported fourth-quarter revenue that surpassed analyst forecasts, driven by net interest income expansion and robust deposit growth. The regional bank's results were bolstered by recent branch acquisitions and disciplined pricing, though investors are now watching how it navigates potential rate cuts and credit quality.

Feb 2, 2026

Business

IonQ's Quantum Leap: Can the High-Flying Stock Justify Its Lofty Valuation?

IonQ, a pioneer in trapped-ion quantum computing, has seen its stock soar on the back of significant technical breakthroughs. Yet, with a valuation eclipsing established giants and a long road to commercial viability, investors face a high-stakes gamble between revolutionary potential and financial reality.

Feb 2, 2026

Business

Tether's Market Share Surge: A Warning Sign for Crypto's Prolonged Downturn?

Tether's dominance has surged to a two-year high, breaking a key resistance level. Analysts interpret this as a signal that investors are fleeing to safety, suggesting the crypto market's slump may have further to run before a true bottom is found.

Feb 2, 2026

Business

Graco's Q4 Earnings: Steady Growth Meets Analyst Scrutiny on Acquisitions and Margins

Graco Inc. delivered solid fourth-quarter results, meeting analyst forecasts with 8% sales growth driven by acquisitions and stable core demand. While management expressed confidence in integration efforts and margin initiatives, analysts on the earnings call pressed for details on long-term profitability and market headwinds.

Feb 2, 2026

Business

Beyond the Hype: How a Power Giant is Fueling the AI Revolution

As tech giants pour trillions into AI infrastructure, the insatiable demand for electricity is creating a new class of winners. NextEra Energy, America's largest utility, is emerging as a critical, if unexpected, backbone of the artificial intelligence boom through strategic partnerships with Alphabet and Meta.

Feb 2, 2026

Business

Microsoft's Stock Slump: A Buying Opportunity or a Sign of Overheating?

Following a recent pullback, Microsoft shares are under the microscope. While long-term performance remains stellar, current valuation metrics present a mixed picture, leaving investors to debate whether the tech giant is fairly priced or poised for a rebound.

Feb 2, 2026

Business

Meta's Bold AI Bet Fuels Stock Surge: Analysts Weigh In on Future Trajectory

Meta Platforms' shares soared following a robust Q4 earnings beat and aggressive AI investment plans. While core advertising thrives, the company's massive capital expenditure hike raises questions about long-term payoff and competitive positioning.

Feb 2, 2026

Business

AXIS Capital's Record Profits and Share Buybacks Fuel Investor Debate on Future Value

AXIS Capital's latest earnings report showcases record underwriting profitability and a significant share repurchase, prompting investors to reassess whether the specialty insurer's disciplined strategy is creating sustainable value or masking underlying risks in a competitive market.

Feb 2, 2026

Business

Constellation Brands Sees Short Sellers Retreat, But Skepticism Lingers Above Peers

Short interest in beverage giant Constellation Brands has declined, signaling a potential shift in trader sentiment. However, the level remains elevated compared to industry rivals, highlighting ongoing debate over the stock's valuation amid shifting consumer trends.

Feb 2, 2026

Business

AutoNation's Stock Dip Sparks Investor Debate: Is the Auto Retail Giant Undervalued?

Following a recent pullback in its share price, AutoNation (AN) is back under the microscope. While short-term trading shows weakness, the company's robust multi-year returns present a compelling valuation puzzle for market watchers.

Feb 2, 2026

Business

Tyson Foods Stock Surges: Is the Meat Giant Still a Bargain at $65?

Tyson Foods shares have rallied over 12% this year, pushing its price toward $65. But a deep dive into valuation metrics reveals a complex picture: while a cash flow model suggests significant upside, its lofty P/E ratio tells a cautionary tale. Investors are left weighing growth expectations against current premiums.

Feb 2, 2026

Business

Centene's $2.2M Chicago Housing Grant Fuels Debate on Corporate Strategy and Stock Valuation

A major grant from Centene's foundation aims to tackle housing insecurity for justice-involved individuals in Chicago, spotlighting the healthcare giant's community investments as its stock faces persistent headwinds.

Feb 2, 2026

Business

Saint-Gobain Shares Dip: A Buying Opportunity or Fairly Valued?

Recent share price weakness at French construction giant Compagnie de Saint-Gobain has investors questioning its valuation. While a key model suggests the stock is fairly priced, its low P/E ratio compared to peers hints at potential undervaluation, setting the stage for a nuanced debate on the stock's true worth.

Feb 2, 2026

Business

Lear Corp's 33% Surge: Is the Auto Parts Giant Still a Bargain?

Despite a strong 33% gain over the past year, Lear Corporation's recent stock performance shows signs of cooling. A deep dive into its discounted cash flow and earnings multiples suggests the market may still be undervaluing this automotive seating and electronics supplier.

Feb 2, 2026

Business

Virgin Galactic's Stock Plunge: Deep Value or Deep Trouble?

Virgin Galactic's shares have cratered to near $3, presenting a stark dilemma for investors. While a traditional valuation model suggests a staggering 95% discount, the market's skepticism reflects deep-seated concerns over the company's path to profitability in the nascent space tourism sector.

Feb 2, 2026