Seaport Research

Business

Palladyne AI Lands Key Air Force Contract, Extending Its AI Swarm Tech to Space

The U.S. Air Force Research Laboratory has awarded Palladyne AI a contract for its HANGTIME project, marking a significant expansion of the company's autonomous swarm software from ground and air assets into the space domain. The deal validates the company's core technology but comes as investors weigh its growth potential against ongoing financial challenges.

Jan 31, 2026

Business

Haemonetics Gains Analyst Backing After Strategic Vivasure Buyout

Haemonetics (NYSE:HAE) sees its price target raised by Barrington Research following its acquisition of Vivasure Medical, with analysts highlighting the deal's potential to bolster its medical device portfolio and drive growth.

Jan 30, 2026

Business

UK Industry Faces Compliance Cliff Edge as EU Digital Product Passport Looms

New research reveals a stark preparedness gap among UK manufacturers and wholesalers for the impending EU Digital Product Passport (DPP), with nearly half unaware of the regulation that could bar non-compliant goods from the single market.

Jan 30, 2026

Business

Sun Belt Dominates Top 10 Buyer's Markets as Inventory Swells and Negotiating Power Shifts

A surge in housing supply, particularly across Sun Belt states, is creating prime conditions for homebuyers, with new research highlighting metros where inventory levels tip the scale in the buyer's favor.

Jan 30, 2026

Business

The Incentive Gap: Why Most Companies' Sales Compensation Plans Are Failing to Deliver Growth

New research reveals a stark disconnect: while a majority of firms are ramping up investment in incentive pay to fuel growth, widespread execution errors are rendering these costly programs ineffective, leaving potential revenue on the table.

Feb 2, 2026

Business

Pfizer's $23 Billion Oncology Bet: CEO Albert Bourla's Post-Pandemic Quest to 'Save the World from Cancer'

After the COVID-19 windfall subsided, Pfizer CEO Albert Bourla is steering the pharmaceutical giant into a high-stakes, $23 billion pivot to cancer research. Facing a looming patent cliff and plummeting vaccine revenue, Bourla is betting on scientific innovation to secure the company's future—and redefine cancer treatment.

Jan 30, 2026

Business

Palantir's AI Ambitions Fuel Analyst Optimism: Is It a Top Stock Pick for 2026?

As Palantir Technologies (PLTR) prepares to report Q4 2025 results, a wave of bullish analyst upgrades points to surging commercial demand for its AI platform, driving a debate over its valuation and long-term potential.

Feb 2, 2026

Business

Relay Therapeutics Gains Analyst Backing as Pipeline Shows Promise in Competitive Cancer Drug Landscape

Oppenheimer upgrades Relay Therapeutics (RLAY) to Outperform, citing the strength of its mutant-selective inhibitor pipeline and upcoming catalysts in the breast cancer treatment arena.

Feb 2, 2026

Business

Valuation Check: Is Technology One's Share Price Running Ahead of Itself?

A deep dive into the software company's valuation using a discounted cash flow model suggests its shares may be trading at a significant premium to their estimated intrinsic value.

Feb 2, 2026

US

Leaked Files Reveal UK Ex-Ambassador's Secret Ties to Epstein: Confidential Memos and Bailout Alerts Shared

Newly released court documents expose how former British ambassador to the U.S., Lord Peter Mandelson, shared sensitive government information with Jeffrey Epstein, including advance notice of a major Eurozone bailout. The revelations have forced his resignation from the Labour Party and intensified scrutiny of Prime Minister Keir Starmer's judgment.

Feb 2, 2026

Business

Lean Inventories Signal Shift: Ocean Freight Softens as Trucking Braces for Surge

A sharp post-holiday inventory drawdown is reshaping freight dynamics, with falling ocean container rates foreshadowing tighter truck capacity, higher rejection rates, and rising costs for shippers in the months ahead.

Feb 2, 2026

Business

AI and Finance: Is XRP Positioned to Ride the Next Wave?

As artificial intelligence reshapes finance, we examine whether XRP's underlying technology is built to capitalize on the trend of 'agentic AI' handling transactions, or if its potential benefits remain speculative.

Feb 2, 2026

Business

Beyond the Benchmark: Three Fidelity ETFs Poised to Outpace the S&P 500

While the S&P 500 remains a core holding for many, actively managed and thematic ETFs offer a path to potentially superior returns. We analyze three Fidelity funds with distinct strategies—from U.S. tech dominance to international dividend income—that have historically beaten the market.

Feb 2, 2026

Business

Trump's Housing Stance: A Bid to Boost Homeowner Wealth Amid Affordability Crisis

Former President Donald Trump's recent comments advocating for higher housing prices have ignited debate, as experts warn such a stance could deepen the affordability crisis for younger generations and renters.

Feb 2, 2026

Business

Analysts Trim MiMedx Targets Amid Regulatory Shifts in Wound Care Coverage

Craig-Hallum and Northland Securities have both lowered price targets for MiMedx Group (MDXG), citing near-term uncertainty following new CMS billing guidance for skin substitute products, though both firms maintain positive long-term ratings.

Feb 2, 2026

Business

GrainCorp Shares Show Potential Value Gap: DCF Analysis Points to Undervaluation

A discounted cash flow valuation of GrainCorp Limited suggests its current share price may not fully reflect its future cash generation potential, indicating a possible opportunity for investors.

Feb 2, 2026

Business

HubSpot's Strategic Shift: Upmarket Gains and AI Agents Fuel Growth Amid SMB Softness

Wall Street analysts are reaffirming confidence in HubSpot's long-term strategy, pointing to its successful expansion into larger enterprise clients and the integration of AI agents across its platform. While concerns linger over softening demand from small and mid-sized businesses, the company's focus on multi-hub adoption and upmarket contracts is seen as reshaping its core growth engine.

Feb 2, 2026

Business

Analysts Boost PLS Group Outlook, Forecasting 109% Revenue Surge by 2026

PLS Group (ASX:PLS) receives significant forecast upgrades from analysts, with revenue projections for 2026 raised to AU$1.6b and the company expected to return to profitability this year.

Feb 2, 2026

Business

Bank of America Shares Dip: A Buying Opportunity or a Sign of Deeper Concerns?

Bank of America's stock has retreated roughly 5% over the past month, trading below key fair value estimates. Analysts are divided on whether this presents a value entry point or reflects growing market apprehension about interest margins and credit quality.

Feb 2, 2026

Business

Waymo's Robotaxi Premium Narrows as Autonomous Rideshare Market Heats Up

A new study reveals the cost gap between Waymo's driverless vehicles and human-driven Uber and Lyft rides is shrinking, signaling a pivotal moment for the competitive robotaxi industry.

Feb 2, 2026