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.
Korn Ferry reported strong Q1 results with earnings per share of $1.43 and revenue of $756.5 million, both exceeding analyst expectations and marking continued growth. Despite this, the stock fell due to conservative guidance for the next quarter, wh...
SailPoint reported Q2 2026 earnings with revenue of $308.81 million, slightly below estimates but up 17% year-over-year. Adjusted EPS of $0.09 beat analyst expectations by 12.5%, reflecting improved profitability. The company showed strong subscripti...
The Cooper Companies is set to report its Q3 2026 earnings with analysts expecting earnings per share (EPS) of $1.12 and revenue of $1.10 billion, both showing growth from the previous year. Despite a recent 2.7% drop in stock price to $67.69, an ana...
Arbitrum's Watchdog Committee has proposed permanently banning three DeFi projects—Good Entry, Limitless, and APX Finance—from future DAO programs due to alleged misuse of 457,553 ARB tokens worth about $76,000. The committee found issues such as fun...
Pharvaris N.V. received a 'Strong Buy' rating following successful phase 3 trial results for its on-demand and prophylactic therapies for hereditary angioedema (HAE). The RAPIDe-3 trial showed rapid symptom relief with deucrictibant, leading to regul...
