Revolution Medicines (RVMD) Has an Approved Cancer Drug. Can Its $38 Billion Valuation Deliver?
Approval Was the First Hurdle, Not the Last Revolution Medicines, Inc. (NASDAQ:RVMD) is no longer valuing a theoretical pancreatic cancer drug.
Articles by Faheem Tahir
Tango Therapeutics (TNGX) Has Striking Pancreatic Cancer Data. How Much Is Priced In?
A Small Trial Has Created a Large Valuation Test Tango Therapeutics, Inc.
Natera (NTRA) Is Expanding Cancer Testing Rapidly. Does Its Valuation Leave Room for Error?
Testing Volume Is Growing Faster Than the Valuation Can Ignore Natera, Inc.
Merck (MRK) Has New Cancer Treatments. Can They Outgrow the Keytruda Patent Cliff?
A Growing Franchise With an Expiration Date Merck & Co., Inc. (NYSE:MRK) is trying to extend its oncology leadership before competition threatens its largest earnings engine.
Cogent Biosciences (COGT) Nears Three FDA Decisions. What Is Its Pipeline Worth?
Three Regulatory Reviews, No Established Earnings Base Cogent Biosciences, Inc.
Bristol Myers (BMY) Has New Cancer Wins. Can They Offset the Patent Cliff?
Positive Oncology Data Meets an Older-Drug Problem Bristol-Myers Squibb Company (NYSE:BMY) reported positive data from its radiopharmaceutical RYZ101 Phase III ACTION-1 trial ...
AstraZeneca (AZN) Adds Oncology Catalysts. Is the Pipeline Worth Its Earnings Multiple?
Several Oncology Catalysts, One Earnings Question AstraZeneca PLC (NYSE:AZN) enters the October 23-27 European Society for Medical Oncology congress with multiple late-stage oncology...
Guardant Health (GH) Wins a New Breast Cancer Role. Can Its Growth Justify the Price?
A Cancer Test Approval Meets a High Valuation Guardant Health, Inc.
11 Best Cancer Stocks to Invest In Now
Cancer’s Burden Keeps the Search for Better Treatments Urgent For cancer patients, progress means more time, fewer side effects, and a better chance of recovery.
eToro Group Ltd. (ETOR) Looks Cheap on Earnings. Can Trading Growth Outrun Costs?
eToro Group Ltd. (NASDAQ:ETOR) faces an unusually revealing valuation test.
T-Mobile (TMUS) Faces a SpaceX Selloff. What Is Its Cash Flow Worth?
A Sharp Selloff Changed the Price, Not Yet the Cash Flow T-Mobile US, Inc.
Expedia Group, Inc. (EXPE) Trades Below Its Old Earnings Multiple. Is AI a Real Threat to Growth?
Expedia Group, Inc. (NASDAQ:EXPE) is entering a new phase of the online travel debate.
Booking Holdings Inc. (BKNG) Is Building Its Own AI Agent. Can Cash Flow Defend the Multiple?
Booking Holdings Inc. (NASDAQ:BKNG) is no longer only defending its travel marketplace from rival online agencies.
First Solar (FSLR) Has a Huge Backlog. Will New Orders Deliver the Cash?
Policy Protection and Backlog Are Not the Same as Cash First Solar, Inc. (NASDAQ:FSLR) has sizable contracted solar-module demand at a time when U.S.
Deckers Outdoor Corporation (DECK) Has Stronger Margins but a Lower Multiple. What Changed for Hoka?
Deckers Outdoor Corporation (NYSE:DECK) is still growing its Hoka and UGG brands, yet its valuation has contracted sharply.
Micron (MU) Looks Cheap at 5 Times Forward Earnings. Can Its Profit Boom Last?
Micron’s Earnings Boom Raises a Durability Question Micron Technology, Inc.
AppLovin Corporation (APP) Grew Revenue 53%. What Must Happen to Defend Its Valuation?
AppLovin Corporation (NASDAQ:APP) reported second-quarter 2026 revenue growth of 53%, yet its stock fell sharply after missing revenue expectations and management’s own execution...
10 Best Undervalued Stocks to Buy Now According to Reddit
Finding Value Requires Looking Beyond the Market Average The best undervalued stocks discussed on Reddit need more than an enthusiastic following: they need a credible gap between...
BioCryst (BCRX) Trades at Just 11x Forward Earnings. Is the Market Pricing In Trouble?
BioCryst Pharmaceuticals, Inc.
QXO (QXO) Has an $18 Billion Revenue Base. Can Earnings Grow in a Housing Slump?
Why QXO’s Expansion Faces a Housing Test QXO, Inc. (NYSE:QXO) has built a substantially larger building products business just as the housing market is losing momentum.
On Holding (ONON) Targets Nearly $7 Billion in Sales. Can Premium Pricing Sustain Growth?
A Global Sportswear Ambition With a Pricing Constraint On Holding AG (NYSE:ONON) wants to grow from a specialist running-shoe brand into a broader sportswear competitor while ...
Dutch Bros (BROS) Is Growing Sales 32%. Why Are Targets Falling?
The Beverage Boom Is Drawing Bigger Competitors Dutch Bros Inc.
DraftKings (DKNG) Is Attracting More Bettors. Why Are Earnings Falling?
The Betting Market Has a Monetization Problem DraftKings Inc. (NASDAQ:DKNG) is winning more betting activity but collecting less revenue from it.
Grab (GRAB) Reported $235 Million in Profit. Why Is Its Cash Flow Falling?
A Profitable Platform Faces a New Capital Commitment Grab Holdings Limited (NASDAQ:GRAB) is attempting to turn its Southeast Asian ride-hailing and delivery network into a larger...
Toast (TOST) Has Restaurant Scale. Can It Defend the Software Upsell?
The Restaurant Platform Is Becoming a Competitive Battleground Toast, Inc.
Liberty Energy (LBRT) Is Building an AI Power Business. Can It Outgrow Weak Oilfield Margins?
The Data Center Opportunity Meets a Cyclical Core Business Liberty Energy Inc.
BILL (BILL) Is Growing Earnings Faster Than Revenue. What Is Driving the Gap?
AI and Cost Cuts Are Improving the Profit Outlook BILL Holdings, Inc.
Alamos Gold (AGI) Plans to Double Production. Can Gold’s Windfall Become Lasting Cash Flow?
Gold Prices Have Helped. New Mines Must Do the Rest Alamos Gold Inc.
10 Best Growth Stocks Under $50 to Buy Now
A Record Market Is Leaving Many Stocks Behind Growth stocks under $50 offer investors a way to buy shares in companies expanding their businesses without a high per-share purchase...
Jefferies Financial Group (JEF): Record Banking Revenue Is Not Enough to Resolve the Valuation Discount
Jefferies Financial Group Inc.
Top 10 Large-Cap Stocks to Buy At 52-Week Lows
A familiar company trading at its lowest price in a year can look like an opportunity, especially when the broader market is setting records.
11 Best Canadian Stocks to Buy Now
Canada’s stock market offers exposure to businesses whose fortunes can move in very different directions under the same economic conditions.
10 Best Airline Stocks to Buy According to Hedge Funds
Taking a position in an airline stock means investing in a business that must turn travel demand into profit while managing costs it cannot fully control.
7 Best Airport and Air Services Stocks to Buy
Every flight depends on a network of airports and service providers whose earnings are shaped by how efficiently they keep passengers and aircraft moving.
10 Best Biotech Stocks to Invest In According to Billionaires
The race to secure the next blockbuster medicine is giving biotech investors two opportunities to assess: the value a treatment could generate and the price a larger drugmaker...
Tesla (TSLA) Deliveries Beat Expectations. But TSLA’s 159x Forward P/E Is Betting on Much More
Tesla, Inc. (NASDAQ:TSLA) delivered 486,532 vehicles in the third quarter, comfortably above company-compiled consensus of 461,974 and down only 2% from a year earlier.
Starbucks (SBUX) and Chipotle (CMG): Could a Potential Takeover Backfire?
Starbucks Corporation (NASDAQ:SBUX) is reportedly exploring a takeover of Chipotle Mexican Grill, Inc.
McKesson (MCK) Joins $5.8 Billion Option Care Health (OPCH) Acquisition. Is the Valuation Justified?
McKesson Corporation (NYSE:MCK) is expanding its specialty healthcare operations through a $5.8 billion acquisition (including debt) of Option Care Health, Inc.
Space Exploration Technologies (SPCX) Is Taking on Telecom Giants. Can Its Earnings Catch Up With a $2.2 Trillion Valuation?
Space Exploration Technologies Corp.
Nvidia (NVDA)’s $20 Billion Groq Deal Faces a Legal Test. Does It Matter for NVDA’s Valuation?
NVIDIA Corporation (NASDAQ:NVDA)’s $20 billion deal for Groq’s AI technology is facing a new legal challenge just as that technology begins contributing to Nvidia’s push...
Skydance Corporation (SKYD)’s $110 Billion Warner Bros. Deal Is Done. Can It Handle $80 Billion in Debt?
Skydance Corporation (NYSE:SKYD), formerly Paramount Skydance Corporation, completed its acquisition of Warner Bros. Discovery, Inc.
Pfizer (PFE) Trades Below 10x Earnings. Why Does Johnson & Johnson (JNJ) Command More Than Twice the Multiple?
Pfizer Inc. (NYSE:PFE) looks cheap based on its forward P/E, but its earnings outlook helps explain the discount.
Johnson & Johnson (JNJ) Is Becoming a Growth Stock. Does AbbVie (ABBV) Make JNJ Look Expensive?
Johnson & Johnson (NYSE:JNJ) is starting to look less like a defensive healthcare giant and more like a growth story.
Eli Lilly (LLY) and AbbVie (ABBV) Are Expanding Their Pipelines. Their Valuations Tell Two Different Stories
Obesity drugs, pipeline investment, and manufacturing capacity are reshaping the pharmaceutical industry's growth equation.
TotalEnergies (TTE) Raises Buybacks as It Makes a Bigger Post-2030 Growth Bet
TotalEnergies SE (NYSE:TTE) is increasing shareholder returns while making a larger bet on production growth beyond 2030, putting its capital allocation strategy at the center...