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Equity Research
NGL
HOLD
NGL Energy Partners Stock Analysis: Buy or Sell? Leverage, Cash Flow & Valuation
Aug 29, 2026
NGL Energy Partners LP (NGL) is rated Hold as its water franchise is gaining traction, but leverage still dominates the equity case. Strong revenue growth is encouraging, yet high net debt and thin free cash flow leave limited margin for error.
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Equity Research
PPG
HOLD
PPG Industries Stock Analysis: Buy or Sell? Valuation & Margins
Aug 29, 2026
PPG Industries (PPG) is rated Hold as steady margins and cash generation are already reflected in the share price. Its 11.6x EV/EBITDA multiple looks fair, while 2.2x net debt/EBITDA and ongoing margin pressure limit near-term upside.
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The Scorecard
TTWO
SELL
The Scorecard: TTWO Sell — Correct so far
Aug 28, 2026
Revisiting our Sell call on TTWO: entry $247.62, latest $233.00, -5.9%.
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The Scorecard
AMKR
SELL
The Scorecard: AMKR Sell — Correct so far
Aug 28, 2026
Revisiting our Sell call on AMKR: entry $60.71, latest $51.74, -14.8%.
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Equity Research
RRC
HOLD
Range Resources Stock Analysis: Buy or Sell? Valuation, Cash Flow & Gas Risk
Aug 28, 2026
Range Resources (RRC) is rated Hold as strong cash generation and a modest balance sheet offset a valuation that already reflects the upside. Its cash flows are solid, but heavy natural-gas exposure keeps the equity tied to commodity pricing.
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The Scorecard
FLNC
SELL
The Scorecard: FLNC Sell — Correct so far
Aug 28, 2026
Revisiting our Sell call on FLNC: entry $14.42, latest $11.43, -20.7%.
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The Scorecard
MYRG
SELL
The Scorecard: MYRG Sell — Correct so far
Aug 28, 2026
Revisiting our Sell call on MYRG: entry $391.51, latest $309.39, -21.0%.
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SEC What Changed
IBIO, JKHY, KOSS, STRT
Strattec Security (STRT) 10-K: MD&A Changes Lead 28 August 2026 Filing Roundup
Aug 28, 2026
Strattec Security (STRT)’s MD&A section changed the most among 5 companies that filed 10-Ks on 28 August 2026, each compared against its prior-year filing.
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Equity Research
NXE
SELL
NexGen Energy Stock Analysis: Buy or Sell? Valuation, Cash Burn & Liquidity
Aug 28, 2026
NexGen Energy Ltd. (NXE) is rated Sell as the company is still funding growth ahead of durable cash generation. Despite a recent EBITDA rebound, negative operating cash flow and levered free cash flow keep the investment case dependent on financing and execution.
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The Scorecard
UAN
BUY
The Scorecard: UAN Buy — Correct so far
Aug 28, 2026
Revisiting our Buy call on UAN: entry $110.58, latest $126.28, +14.2%.
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