Browsing Tag
Stifel
31 posts
ITG lands a $312m IPO, but the $16 price reveals what investors would not pay
ITG priced its Nasdaq initial public offering below the proposed range, raising $312.2 million as investors weighed broadband growth against debt, weaker margins and customer concentration.
From launch to constellation: how Rocket Lab’s $8bn Iridium deal closes the loop
Rocket Lab (RKLB) to acquire Iridium (IRDM) in $8B cash-stock deal, creating a vertically integrated space platform. Full analysis from BNT on the SpaceX challenger.
uniQure surges 78% as FDA clears accelerated approval path for its Huntington’s disease gene therapy
uniQure (QURE) surges 78 percent as FDA clears accelerated approval path for AMT-130 in Huntington's disease, with BLA filing due Q3 2026. Full analysis.
Penguin Solutions (PENG) extends rally as AI infrastructure and memory thesis builds momentum
Penguin Solutions (PENG) extends rally as AI infrastructure and memory thesis builds momentum, with raised guidance and analyst hikes driving gains. Read more.
Did Tango Therapeutics Inc. just turn one cancer data shock into a $600m runway?
Find out how Tango Therapeutics Inc.'s $600 million offering could reshape TNGX sentiment, dilution risk, and its oncology runway.
Trevi Therapeutics (NASDAQ: TRVI) bets everything on two Phase 3 chronic cough trials
Trevi Therapeutics (NASDAQ: TRVI) has no revenue and is up 71%, yet its future rides on two Phase 3 cough trials that do not read out until 2027.
MongoDB (MDB) jumps 20% on a beat-and-raise as AI workloads reaccelerate its cloud database growth
MongoDB jumped 20% after a Q1 beat-and-raise, with revenue up 25%, backlog up 88%, and AI workloads moving into production. Analysts rushed to lift price targets.
Intuitive Machines (NASDAQ: LUNR) surges 11% on Cantor upgrade and Lunar Terrain Vehicle catalyst
Intuitive Machines ran 80% on a Cantor upgrade and a pending NASA contract. But the rover award just went to rivals, and the stock trades at 39x sales.
Erasca (NASDAQ: ERAS) climbs into ASCO 2026 as pan-RAS thesis gets second wind
Erasca lost half its value on an IP challenge and a trial death. Now ASCO 2026 looms, Merck is on board, and traders are positioning before the verdict.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.