Victory Capital Holdings

Business

Arm Holdings Aims for Ninth Straight Earnings Surprise Amid AI Pivot and Valuation Scrutiny

Chip designer Arm Holdings reports its fiscal third-quarter results after the bell Tuesday, with investors watching to see if it can extend its post-IPO streak of earnings beats. While Wall Street anticipates solid growth, the stock's steep decline over the past year underscores persistent concerns over its premium valuation and the tangible payoff from its high-profile AI partnerships.

Feb 4, 2026

Business

Santec Holdings Soars 46% Ahead of Earnings: Is the Rally Built on Solid Ground or Sector Hype?

Santec Holdings Corp. (TSE: 6777) experienced a dramatic 46.3% surge in its share price, fueled by a pre-earnings volume spike. As investors pile into the optical technology firm ahead of its May results, analysts debate whether the move reflects robust fundamentals or speculative momentum in a hot sector.

Feb 4, 2026

Business

Arm Holdings Stock Slump Prompts Valuation Rethink: Is the AI Darling Overpriced?

Shares of chip architecture giant Arm Holdings have tumbled roughly 35% over three months, forcing investors to scrutinize whether its current price tag aligns with underlying fundamentals amid shifting market sentiment.

Feb 4, 2026

Business

Legacy Ridge Capital Navigates Volatile 2025, Eyes Value in Mach Natural Resources

Amid a challenging year marked by market turbulence, investment firm Legacy Ridge Capital Management posted a 7% net return for 2025. Its latest investor letter details the performance and highlights one of its concentrated bets: independent oil and gas explorer Mach Natural Resources (MNR).

Feb 4, 2026

Business

Legacy Ridge Capital Navigates Turbulent Year, Bets Big on Polaris Amid Market Volatility

Investment firm Legacy Ridge Capital Management reported a 7% net return for 2025, citing market volatility for underperformance. In its Q4 letter, the firm detailed its concentrated portfolio strategy and highlighted its position in powersports manufacturer Polaris Inc. (PII), a stock that has gained nearly 50% over the past year.

Feb 4, 2026

Business

Aristotle Capital Exits Commerce Bancshares, Shifts Focus to AI and Growth Opportunities

Amid a surging market where value stocks outperformed and AI dominated corporate earnings calls, Aristotle Capital Management's Value Equity Strategy sold its position in Commerce Bancshares (CBSH). The firm cited a strategic pivot towards AI-driven stocks with higher perceived upside and lower risk, despite the regional bank's steady performance.

Feb 4, 2026

Business

Capital One Shares Rally on Strong Quarterly Performance, Outpacing Broader Market

Shares of Capital One Financial (COF) surged following the release of Aristotle Capital Management's Q4 2025 investor letter, which highlighted the consumer finance giant as a key contributor to its value strategy's performance. The move comes amid a resilient economic backdrop where value stocks have shown renewed strength.

Feb 4, 2026

Business

Silgan Holdings Beats Q4 Revenue Forecasts, but Growth Trajectory Raises Questions

Packaging giant Silgan Holdings (NYSE: SLGN) reported fourth-quarter sales and profit that edged past Wall Street expectations. While strategic initiatives show progress, analysts point to a broader narrative of slowing growth in the rigid packaging sector.

Feb 4, 2026

Business

Bitmine's $6.6 Billion Paper Loss on Ethereum Holdings Sparks Stock Slide, Chairman Defends Strategy

As Ethereum's price plunges to $2,273, treasury firm Bitmine faces massive unrealized losses on its 3.7 million ETH holdings, triggering a decline in its BMNR stock. Chairman Tom Lee attributes the drawdown to broad market weakness and reaffirms the company's long-term accumulation strategy.

Feb 4, 2026

Business

Fintech Face-Off: Can Nu Holdings or SoFi Technologies Deliver Superior Growth?

Two digital banking disruptors, Nu Holdings in Latin America and SoFi Technologies in the U.S., have seen their stock prices skyrocket over the past three years. We analyze their trajectories, market potential, and which might offer investors a stronger runway ahead.

Feb 4, 2026

Business

OneMain Holdings Set to Report Q4 Earnings Amid Subprime Lending Sector Turbulence

Consumer finance firm OneMain Holdings (OMF) is scheduled to release its fourth-quarter financial results before Thursday's market open. Investors will scrutinize the report for signs of resilience in the face of rising borrower stress and a volatile market for personal loan stocks.

Feb 4, 2026

Business

4Sight Holdings: A South African Tech Stock Worth Watching Amid Strong Profit Growth

While speculative investments often falter, 4Sight Holdings (JSE:4SI) presents a contrasting case with robust earnings growth and significant insider ownership, making it a notable contender on the JSE for investors seeking sustainable performance.

Feb 4, 2026

Business

Tai Sin Electric Sees Strong Momentum in Capital Efficiency, Outpacing Industry Benchmarks

The Singapore-based electrical components manufacturer is demonstrating a compelling trajectory of improving returns on capital employed (ROCE), a key indicator of profitable reinvestment and operational efficiency that is catching investors' attention.

Feb 4, 2026

Business

BitMine's $6.4B Paper Loss on Ethereum Holdings Defended as Strategic 'Feature' by Chairman

Amid a steep market downturn, BitMine Immersion Technologies faces massive unrealized losses on its Ethereum treasury. Chairman Tom Lee frames the volatility as intrinsic to the firm's long-term accumulation strategy, even as other major players begin offloading holdings.

Feb 4, 2026

Business

Insiders Bet Big on Conduit Holdings, Purchasing £817k in Shares

A coordinated wave of insider buying at Conduit Holdings Limited signals growing confidence within the company's leadership, as executives invest heavily despite recent share price fluctuations.

Feb 4, 2026

Business

Ondas Holdings: A Valuation Puzzle After Stellar Long-Term Gains and Recent Cooling

Shares of Ondas Holdings (ONDS) are under the microscope as investors weigh its dramatic long-term returns against a recent pullback. With the stock trading at a significant discount to some fair value estimates, the debate centers on whether this represents a buying opportunity or reflects justified concerns over execution risks in its wireless and autonomous systems business.

Feb 4, 2026

Business

BILL Holdings Stock Plummets: Is This a Buying Opportunity or a Value Trap?

BILL Holdings shares have plunged over 60% in the past year, trading near $37. The dramatic selloff has investors questioning whether the financial software company represents a deep-value opportunity or a fundamental breakdown. Analysis suggests the stock may be significantly undervalued based on cash flow and sales metrics.

Feb 4, 2026

Business

Envista Holdings Earnings Preview: Can the Dental Giant Maintain Its Momentum?

Envista Holdings is set to report its fourth-quarter earnings after the bell on Thursday. Investors are watching to see if the dental products leader can sustain its recent outperformance in a mixed market for healthcare equipment.

Feb 4, 2026

Business

Post Holdings Earnings Preview: Can the Packaged Food Giant Beat Expectations?

As Post Holdings prepares to release its Q4 results, investors are watching to see if the company can sustain its revenue momentum and improve margins in a competitive shelf-stable food market.

Feb 4, 2026

Business

Ondas Holdings: A Deep Dive into the Bull Case for the Autonomous Systems Pioneer

Amidst surging defense budgets and industrial automation trends, Ondas Holdings (ONDS) is attracting investor attention. We analyze the bullish thesis for this provider of private wireless networks and autonomous drone systems, examining its market position, growth drivers, and the risks ahead.

Feb 4, 2026