Toast continues to be a compelling buy as it shows strong growth and solid fundamentals despite market rotation. The company trades at a reasonable valuation of 14.5x EV/FY26 adjusted EBITDA, with EBITDA growing over 30% year-over-year and stock-based compensation declining. In Q1, revenue grew 22% year-over-year to $1.63 billion, adding 7,000 new paid locations, up 22%. Its software products, Toast IQ and Toast Local, are driving annual recurring revenue up 26% to $2.15 billion, expanding beyond restaurants and gaining traction in marketing tools. This growth suggests resilience despite industry headwinds and market shifts.
Torque Asset Management has purchased $4 million worth of Planet Fitness shares despite the stock falling 54% so far in 2026. This move suggests confidence in the company's long-term prospects despite recent market challenges. Investors may watch for...
Business Development Companies (BDCs) saw a decline in the third week of May, notably with PSEC cutting its dividend and OTF recovering from prior losses. Q1 results showed no major systemic issues, though performance varied widely among BDCs. Apollo...
Stablecoin market capitalization has surged to a record $323 billion, with over $3 billion added this month, signaling strong liquidity in the crypto market. This increase supports Ethereum, the leading Layer-1 network, despite its recent weaker perf...
Addus HomeCare (ADUS) is well-positioned to thrive due to its strong business model and favorable industry trends driven by the aging US population. The company can capitalize on opportunities to acquire client books at lower costs amid federal crack...
Hermès stock has fallen sharply by 43%, including a 25% drop since October 2025, despite the company's resilient fundamentals and strong brand positioning. The luxury brand reported Q1 2026 revenue growth of 5.6%, which missed expectations, but long-...
