LandBridge, a major holding in Leo Nelissen's portfolio, is advancing with seven counterparties in late-stage talks for over 10 GW of power and data center projects, expecting revenue by next year-end. The company's produced water business is growing strongly, with disposal volumes up 15% and pricing projected to reach $0.15 per barrel, supporting an EBITDA growth target of $360 million by 2029. These developments underpin Nelissen's Strong Buy rating and a near-term price target of $120–$130, with potential for further gains if data center and commercial growth accelerates.
Morgan Stanley upgraded NNN REIT from Neutral to Overweight due to its stable income and strong financial health. The REIT boasts a 99.1% occupancy rate and 97.5% fixed-rate debt, ensuring steady rental income and protection against interest rate hik...
On September 21, 2026, Sandisk was added to the S&P 100 index, replacing Nike, which was removed on the same day. This change reflects shifts in market capitalization and company performance within the index. The update is significant for investors t...
Several top analysts, including Cantor Fitzgerald, Guggenheim, Morgan Stanley, and BTIG Research, have raised price targets and upgraded their outlooks for ServiceNow, signaling confidence in the company's long-term growth. Despite this, the stock ha...
Academy Sports + Outdoors is celebrating Brooks Month from September 21 to October 18, highlighting its partnership with Brooks through a showcase of over 50 footwear styles, apparel, and accessories. The campaign includes expert guidance for runners...
Google is positioned as a comprehensive AI provider across hardware, software, cloud, and telecom sectors. Its backlog has increased tenfold in three years and now approaches four times its trailing twelve months revenue, supporting a 24% year-over-y...
