We have updated our price target based on new disclosure from Groupon about its ownership stake in European payments company SumUp.
We have updated our price target on Groupon, Inc. to $88.17 based on new information about the company's stake in European payments company SumUp
While most think Groupon is dead, it has a valuable secret asset, a surprisingly loyal user base and a revamped core biz poised for increased growth. Shares could quadruple.
We have updated our report on AerSale Corp. following positive comments from the company's Q3 2021 earnings call, which confirmed and strengthened our initial thesis.
Prescience Point believes that AerSale Corp, a provider of aftermarket aircraft services and equipment, could more than double over the near-term thanks to several catalysts
We are raising our price target on MiMedx Group to $31 per share based on extensive new research showing that MiMedx’s Amniofix treatment will be a blockbuster for knee OA
Extensive research reveals smoking gun evidence of massive fraud by ENPH; we believe at least $205m of revenue has been fabricated. We are short the stock and expect a delisting.
We believe Wall Street is overly optimistic about Middleby's ability to recover from the devastating impact that the COVID-19 pandemic will have on the restaurant industry
We remain short Medallia, Inc. (MDLA) as the company has used M&A to mask rapidly deteriorating organic revenue growth. We believe fair value is >35% below current levels.
