Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz
28 February 2026
64 mins read

Stock Market Today 28.02.2026


LIVEMarkets rolling coverageStarted: Updated:

Cadence Design Systems (CDNS) Valuation Raises Questions Amid Strong Multi-Year Gains

February 28, 2026, 3:30 AM EST. Cadence Design Systems (CDNS) shares trade near $301 after delivering 20.3% returns over one year and 137.9% over five years, driven by its role in electronic design automation software for semiconductors. However, valuation checks reveal potential overvaluation. A Discounted Cash Flow (DCF) model estimates intrinsic value at $191.48 per share, suggesting shares are 57.4% above fair value. The DCF uses projected free cash flow growing from $1.59 billion to $3.79 billion by 2035. This disconnect signals caution despite recent gains. Investors should weigh strong historic performance against stretched valuations and sector sensitivity to chip demand before considering new positions.

Magna International (TSX:MG) Valuation Review Amid Recent Price Gains and Mixed Long-Term Returns

February 28, 2026, 3:29 AM EST. Magna International's stock (TSX:MG) climbed about 21% in the past month, reversing a five-year decline of nearly 8%. The recent momentum boosts the 1-year total shareholder return to over 70%. Currently trading near CA$86, Magna's share price closely matches analyst fair value estimates around CA$85.36, suggesting limited upside. The company aims for margin expansion through operational improvements, offset by risks from weaker vehicle production and currency pressures. Magna's price-to-earnings ratio of 21.3 aligns with the North American auto components industry average but trails peer companies. Investors should weigh the near-term growth potential against long-term uncertainties to assess if the present price fairly reflects future prospects.

HubSpot: A Promising Bargain for Investors

February 28, 2026, 3:28 AM EST. Invest Heroes LLC, a CIS-based research firm known for detailed equity and fixed income analysis, highlights HubSpot as a potential bargain stock. The firm covers over 120 Russian, US, and Chinese stocks and offers research services to institutional and private clients. Established in 2018, Invest Heroes has gained recognition in major data platforms like Refinitiv and FactSet, with forecasts that often lead the market. CEO Sergey Pirogov and Head of Research Aleksandr Sayganov emphasize their rigorous business models for stock evaluation. The article stresses no current holdings or compensation related to HubSpot and clarifies that it is not investment advice.

FTSE 100 Housebuilders Berkeley and Persimmon Eye Recovery as Interest Rates May Fall

February 28, 2026, 3:12 AM EST.FTSE 100 housebuilders Berkeley Group Holdings and Persimmon rose about 7.5% in February as interest rates hint at cuts. Both have suffered long-term sector challenges from Brexit, inflation, and housing affordability. Berkeley, boosted by JPMorgan's upgrade and a 40% discount compared to peers, trades at a price-to-earnings ratio of 11.7 but offers a low dividend yield of 1%. Persimmon is pricier, with a 16.5 P/E ratio and nearly 4% yield, showing strong home completions and solid profit guidance. However, cautious outlooks remain due to fragile UK economic conditions and government shortfalls in housing targets. Analysts anticipate a 0.25% Bank of England rate cut in March, potentially aiding sector recovery.

Dateline Resources Surges 41.4% After US Heavy Rare Earths Project Acquisition

February 28, 2026, 2:57 AM EST. Dateline Resources (ASX:DTR) jumped 41.4% following its acquisition of the Music Valley Heavy Rare Earths Project in California, marking a strategic expansion into heavy rare earth elements like yttrium and dysprosium. The company also invested US$1 million in Fermi Critical Minerals, boosting its exposure to US uranium and rare earth sectors. While the 300,000 new shares issued are a routine capital move, this broader commodity range adds complexity and funding risks to the company's profile. Investors remain divided, with some optimistic about growth potential and others cautious about ongoing capital requirements and execution. Dateline is shifting from a small loss-making explorer toward a meaningful player in US critical minerals, but near-term catalysts include drilling results and resource definition progress.

Trump Media Plans Spin-Off of Truth Social as Independent Public Company

February 28, 2026, 2:56 AM EST. Trump Media & Technology Group is exploring a spin-off of its social media platform Truth Social into a standalone, publicly traded company. The move follows Trump Media's pending merger with fusion power firm TAE Technologies, expected to close mid-year. Truth Social, known for President Donald Trump's announcements, would merge with special purpose acquisition company Texas Ventures Acquisition III Corp. Shares of Trump Media, trading under ticker DJT, fell over 2% Friday despite earlier gains. The spin-off would distribute shares of the new entity to existing DJT shareholders. Trump retains majority control, having transferred his stake to a revocable trust following his 2024 election. The company positions itself against perceived 'assault' on free speech by major tech platforms that banned Trump after the 2021 Capitol riot.

Markets Brace for Potential March Stock Market Crash Amid Geopolitical and AI Uncertainty

February 28, 2026, 2:44 AM EST. The FTSE 100 surged 6.6% in February, nearing 11,000, but concerns loom over a possible stock market crash in March due to geopolitical tensions, including the war in Ukraine, and uncertainty around artificial intelligence's economic impact. UK data and analytics stocks have shown volatility, prompting questions about sector stability. Investors may be rotating from expensive U.S. tech to dividend-paying UK stocks like Barclays. Barclays reported a strong 13% pre-tax profit rise and announced a £1 billion share buyback, with shares trading at a modest 10.8 times earnings. Despite unpredictability, experts advise long-term investment and readiness to buy on downturns.

Top 5 UK Income Stocks to Generate £1,680 Annual Dividend from £20k ISA

February 28, 2026, 2:43 AM EST. Investing £20,000 equally across five UK dividend stocks with an average yield of 8.4% could net investors around £1,680 in passive income over the next year. Key picks include real estate investment trusts (REITs) like Alternative Income REIT (7.4%) and Tritax Big Box REIT (4.9%), which offer steady dividends backed by long lease contracts. Renewable energy trusts Octopus Renewables Trust (11.5%) and Greencoat UK Wind (11.3%) provide high yields amid market volatility, supported by strong demand for electricity. Lastly, insurance giant Admiral Group (7%) rounds out the list, offering defensive income through its recurring premium cash flows. These selections highlight opportunities for income-focused investors seeking dividend stability amid inflation and market uncertainty.

Q2 Holdings (QTWO) Stock Shows 54.8% Undervaluation on Discounted Cash Flow Analysis

February 28, 2026, 2:42 AM EST. Q2 Holdings shares declined 44.9% over the past year, reflecting cautious investor sentiment amid reshuffling in digital banking software stocks. The stock closed at $48.12, down 30.7% year to date. However, a Discounted Cash Flow (DCF) model, which estimates the present value of future free cash flows, values QTWO at approximately $106.36 per share. This implies the stock is trading at a significant 54.8% discount, signaling potential undervaluation. The model projects cash flow growth from $168.5 million in the latest twelve months to over $511 million by 2035, highlighting strong long-term growth expectations. Despite recent weakness, the DCF suggests QTWO could be an attractive opportunity for value-focused investors seeking exposure to financial technology modernization.

Lindsay (LNN) Stock Valuation Analyzed Amid Recent Price Gains

February 28, 2026, 2:41 AM EST. Lindsay (LNN) shares have surged nearly 9% over 30 days and 17% over 90 days, prompting fresh investor focus. Trading at $134.70, the stock aligns closely with the average analyst target of $134 but offers an estimated 9% intrinsic discount. The valuation relies on steady revenue growth, enhanced profit margins, and a conservative earnings multiple. Notably, Lindsay's price-to-earnings (P/E) ratio of 19.2x is lower than the US Machinery sector average of 28.7x but above a fair-value benchmark of 17x, raising questions about future expectations. Risks loom from volatile end markets and infrastructure project timing. Investors must weigh these factors carefully to gauge if Lindsay's recent momentum signals real value or if the market already prices in anticipated growth.

Bitcoin Retreats to $65,000 as Altcoins Drop Amid Inflation Concerns

February 28, 2026, 2:30 AM EST. Bitcoin declined 3% to $65,735 after a brief surge near $70,000, with the rally surrendering gains amid worsening risk sentiment. Altcoins suffered sharper losses: Solana fell 6.7%, Ether 6.2%, Dogecoin 5.1%, and XRP 4%, wiping out weekly gains. The sell-off echoes pressure on U.S. equities, with the S&P 500 down 0.4% and the Dow 1.1%, triggered by a stronger-than-expected 0.5% rise in producer prices, raising fears of sustained Federal Reserve rate hikes. Despite strong institutional inflows into U.S. spot Bitcoin ETFs, broader macroeconomic worries overshadowed demand. CryptoQuant data signals risk as USDT stablecoin reserves dipped to $51.1 billion, edging close to thresholds that could prompt a sell-off. Bitcoin remains range-bound between $60,000 and $70,000, with key support under scrutiny as March approaches.

Amphenol (APH) Valuation Analysis After 121% Surge in One Year

February 28, 2026, 2:29 AM EST. Amphenol (APH) shares have surged 121% over the past year, reaching a recent price of US$146.06. Despite strong growth, a discounted cash flow (DCF) analysis estimates an intrinsic value of US$117.11 per share, suggesting the stock is overvalued by approximately 24.7%. The company's free cash flow is projected to grow to US$8.05 billion by 2030, but the current market price reflects a significant premium on these projections. Amphenol's valuation score ranks low at 1 out of 6, indicating caution for investors considering entry after its rapid price increase. The analysis highlights the importance of comparing growth expectations against current valuations to assess the stock's fair value accurately.

National Grid Shares Rise 15% in One Month Turning £15k into £17,250

February 28, 2026, 2:28 AM EST. National Grid's shares on the London Stock Exchange surged about 15% in the past month. This increase would have turned a £15,000 investment into approximately £17,250. Despite earlier investor skepticism regarding the company's £7 billion rights issue and ongoing £60 billion network upgrade costs to support the green transition, the stock defied expectations, maintaining steady dividend payments and strong price performance. Over the past year, the share price rose 42%, and 87% over five years. Some investors shift toward defensive stocks like National Grid amid market uncertainties driven by AI valuation concerns, valuing its consistent cash flows. However, the stock's price-to-earnings ratio nearing 25 and dividend yield falling to 3.3% raise questions about its current valuation level.

Key March Dates for High-Yield UK Dividend Shares

February 28, 2026, 2:27 AM EST. March sees crucial full-year results from UK dividend stocks such as OSB Group, ITV, and Aberdeen. OSB Group, a specialist mortgage lender, reports on March 5 with an expected 5.6% dividend yield, benefiting from a focused mortgage niche despite economic risks. ITV also reports on March 5, with a 6.2% forecast dividend yield amid recovering advertising revenue and a strong program lineup including the 2026 Football World Cup. Aberdeen's results on March 2 come with a 6.8% yield, attracting income investors. These dates highlight opportunities in both major FTSE 100 firms and smaller firms with attractive yields for dividend-focused investors.

Zoetis Stock Shows 33% Undervaluation Despite Recent Price Drop

February 28, 2026, 2:26 AM EST. Zoetis Inc (ZTS) shares closed at $131.10, recovering 7.5% in 30 days but down 20.5% over the past year. The animal health company faces investor scrutiny amid reassessments of the pet and livestock care sector. A Discounted Cash Flow (DCF) model-a method estimating company value by discounting projected future cash flows to today's dollars-places Zoetis' intrinsic value at about $195.95, indicating the stock is undervalued by roughly 33%. Zoetis reported $2.21 billion in free cash flow over the last twelve months, with projections rising to $3.41 billion by 2030. The company's price-to-earnings (P/E) ratio stands at 20.7, reflecting investor expectations balanced between growth and risk. This valuation disconnect prompts a fresh look at Zoetis' fundamentals amid volatile market sentiment.

G8 Education Reports A$303m FY25 Loss, Shares Drop 27.2%

February 28, 2026, 2:13 AM EST. G8 Education Limited (ASX:GEM) posted a full-year 2025 net loss of A$303.31 million, reversing from profit a year earlier, on revenue of A$948.16 million. The basic loss per share was A$0.3924, prompting a 27.2% share price decline. The result includes a significant A$350 million goodwill impairment, reflecting challenges in previous acquisitions and current trading conditions. Analysts had already forecast modest revenue growth near 2.8-3.5% through 2028 with earnings rising gradually, but this large loss elevates concerns over weaker demand, cost pressures, and margin sustainability. G8 Education projects A$1.1 billion revenue and A$95.4 million earnings by 2028, implying a 119% upside to current share value, yet uncertainty remains around whether the company can stabilise occupancy and control expenses to return to profitability.

Metro Bank's Earnings Could Triple by 2027, Surpassing Lloyds Growth

February 28, 2026, 2:12 AM EST. Metro Bank shares have surged from a 2023 low, with forecasts predicting a 28% earnings per share (EPS) rise in 2025 and a potential threefold increase by 2027. This contrasts Lloyds Banking Group's 150% five-year share gain but slower forecast EPS growth of around 70% by 2027. Metro's price-to-earnings (P/E) ratio stands at 16, higher than Lloyds' P/E under 11, reflecting optimism but also greater risk given its smaller size. CEO Daniel Frumkin cites a low cost of deposits and stable net interest margins as strengths. The upcoming 2025 earnings report on March 4 will be a key test. Investors may see Metro as a speculative buy in 2024 ISAs, while Lloyds remains more established with less upside in the near term.

Nifty 50 Set to Reach 15,000 by 2027 Amid Global Economic Pressures

February 28, 2026, 2:11 AM EST.Indian stock market faces sustained Foreign Institutional Investor (FII) selling, with ₹7,536 crore offloaded on Friday. Despite Domestic Institutional Investors (DIIs) buying ₹12,293 crore recently, FIIs remained net sellers through February, marking eight straight months of outflows. The Bank of Japan's interest rate hike to 2.50%, ending a 17-year negative rate policy, is shifting global fund flows toward Japanese treasury bonds. This move tightens Foreign Institutional Investors' funding costs, potentially pressuring U.S. Treasury bonds and weakening the U.S. dollar. Experts warn this may trigger higher U.S. inflation and recession risks, impacting the Indian economy and stock market. The Nifty 50 index is projected to hit 15,000 by the end of 2027 amid these challenges, according to market strategists.

After Block's 40% Layoffs: IBM, DocuSign, and Others Could Follow

February 28, 2026, 2:10 AM EST. Block's announcement of laying off over 40% of its workforce, citing gains from artificial intelligence (AI), sent software stocks tumbling despite Block's shares surging 16.8%. The iShares Expanded Tech-Software ETF dropped 1.3% after the news. Investors are eyeing other tech firms that could issue layoffs. IBM, with a 25% stock drop in a month and a focus on leaner AI-driven growth, is a potential candidate. DocuSign, down over 80% from its pandemic peak, might also consider cuts to improve efficiency amid ongoing market weakness. The market increasingly rewards companies adopting AI-powered workforce reductions to boost productivity and cut costs.

Mitsubishi HC Capital Issues ¥45 Billion Dual-Currency Bonds, Announces 2026 Leadership Overhaul

February 28, 2026, 1:55 AM EST. Mitsubishi HC Capital has issued unsecured fixed-rate bonds totaling ¥45 billion in yen and Korean won as part of a strategy to diversify long-term funding. Alongside, the company announced leadership changes effective April 1, 2026, focusing on governance and balance sheet flexibility. The bond issuance supports financing for leasing and energy-transition projects, underlining a cautious growth approach prioritizing capital discipline and steady profitability. Investors remain attentive to credit quality, asset yields, and deal flow amid concerns about elevated leverage and cash flow coverage. Market sentiment shows the stock potentially undervalued by 42%, with fair value estimates ranging widely, highlighting varying investor opinions on its resilience and governance improvements.

Nifty Falls Below 25,200, Ends Week Down 1.5% Amid GDP Reset and PMI Focus

February 28, 2026, 1:54 AM EST. The Nifty 50 index slipped 1.25% on Friday to close at 25,178.65, finishing the week down roughly 1.5%. The benchmark posted a third consecutive monthly decline, dragged lower by IT stocks amid concerns that artificial intelligence could weigh on future earnings. India's GDP was revised to 7.6% growth for 2025/26 with private consumption rising sharply, while government spending and private investment cooled. Foreign investors bought $2.5 billion in shares last month despite recent offloading, and the rupee strengthened for the first monthly gain since April 2025. Market watchers now focus on upcoming Purchasing Managers' Index (PMI) data and the U.S. Federal Reserve's policy decision later in March, amid ongoing geopolitical risks and cautious trading sentiment.

Domino's (ASX:DMP) Halves Discounts, Prioritizes Franchise Profits Over Volume

February 28, 2026, 1:38 AM EST. Domino's Pizza Enterprises reported H1 2026 sales of A$1.1 billion with a net profit of A$40.9 million and an interim dividend cut to A$0.25 per share, reflecting a strategic shift to reduce discounting. Management linked this to a 10% drop in customer volumes but stronger store-level profitability. The board welcomes quick service veteran Drew O'Malley as an independent director. Investors face tension between short-term sales declines and healthier economics for franchisees amid rising competition and cost pressures. Analysts project earnings of A$158.5 million by 2028, down from prior estimates, with a fair value of A$21.23, suggesting modest upside. Domino's is balancing traffic recovery risks with the need for resilient cash flow and franchise health in a challenging market environment.

Stocks Slip as Bank Shares Plunge and Tech Sectors Weaken Amid Inflation Concerns

February 28, 2026, 1:08 AM EST. Stocks declined Friday with the S&P 500 down 0.43%, the Dow Jones Industrial Average falling 1.05% to a 3.5-week low, and the Nasdaq 100 sliding 0.30%. Bank shares tumbled following the collapse of UK lender Market Financial Solutions Ltd, stoking fears over potential rising loan defaults. Tech and cybersecurity stocks sagged amid unease over AI's market impact. The U.S. January Producer Price Index (PPI) rose more than expected, cooling speculation on near-term Federal Reserve rate cuts. Gains in Chicago PMI and construction spending highlighted economic resilience. Dell Technologies surged 21% on strong AI server forecasts. Meanwhile, geopolitical tensions with Iran pushed WTI crude oil to a seven-month high, adding uncertainty to market sentiment.

NSE Rises with Bond Turnover Surge Amid Kenya's Stable Economic Outlook

February 28, 2026, 1:07 AM EST. The Nairobi Securities Exchange (NSE) closed the week ending February 26, 2026, with major indices gaining strongly. The NSE All-Share Index rose 2.10%, NSE 25 climbed 2.43%, and NSE 20 advanced 1.49%. Market capitalisation grew by 2.10%. Despite mixed equity trading signals-shares traded surged nearly 29%, but turnover slipped 5.58%-investors mainly targeted large-cap stocks. The bond market shone, with domestic secondary market turnover jumping 37% to Ksh140.95 billion, driven by institutional demand amid low inflation (4.3%) and stable currency (Ksh129.02/USD). Treasury bill yields on short tenors fell, attracting investors seeking steady returns. International factors, including a softer U.S. dollar and falling oil prices, supported optimism. The week's activity highlights investor confidence in Kenya's economic stability and robust liquidity.

Imdex Shares Rise 9% Following Record H1 Sales and Dividend Increase

February 28, 2026, 12:55 AM EST. Imdex Limited (ASX:IMD) shares climbed 9% after reporting a record half-year 2025 with sales hitting A$246.59 million and net income of A$26.21 million. The miner's technology-driven growth, particularly in higher-margin SaaS and sensor products, underpinned its strong performance. Imdex declared a fully franked interim dividend of A$0.0169 per share, marking a record payout to shareholders. Despite solid revenue growth, earnings showed softness, highlighting risks from cost inflation and increased research and development expenses. The company projects revenue of A$543.1 million and earnings of A$73.6 million by 2028, implying 7.9% annual growth. Investors remain cautious given Imdex's exposure to cyclical exploration budgets and rising regulatory costs that may impact demand. Fair value estimates suggest a potential downside, underscoring the need for investors to weigh various growth and risk scenarios before committing.

Oddity Tech Shares Slump 75% in a Year – Is It Undervalued Now?

February 28, 2026, 12:54 AM EST. Oddity Tech (ODD) shares plunged 75.3% over the past year, hitting US$11.77, raising concerns on growth amid shifting investor sentiment in the beauty and personal care sector. A discounted cash flow (DCF) analysis projects an intrinsic value of US$16.63 per share, signaling a 29.2% undervaluation. The model forecasts free cash flow rising from US$75.3 million in 2026 to US$84 million by 2030. Despite recent share price declines, the DCF suggests potential upside. Investors eye the balance of risk and reward as Oddity faces sector-wide reassessment of growth expectations. Valuation score stands at 5 out of 6, highlighting ongoing debate over Oddity's long-term prospects in a volatile market environment.

Endeavour Silver (TSX:EDR) Shares Gain Amid Valuation Debate

February 28, 2026, 12:53 AM EST. Endeavour Silver (TSX:EDR) has posted a robust 38.1% gain over three months, with a 7.6% rise in the past week, amid growing investor interest. Trading near CA$18.98, the stock sits well below an analyst price target of CA$23.30 and a fair value estimate of CA$85.77 per share. This gap reflects bullish expectations tied to improved production at its Terronera mine and leveraged exposure to silver and gold prices. However, potential risks include silver price swings, operational challenges, and regulatory hurdles, which could pressure valuations. The company has shifted from a high-cost aging miner to a scaled silver producer, but elevated all-in sustaining costs (AISC) remain an issue. Investors are advised to weigh these factors carefully and consider wider sector opportunities before acting.

Compass (COMP) Shares Drop 24.6% But DCF Model Suggests 71.7% Undervaluation

February 28, 2026, 12:52 AM EST. Compass (COMP) shares fell 24.6% recently to around $9.84, sparking questions on valuation. Despite the pullback, Compass has delivered a 9.4% return over the past year. A Discounted Cash Flow (DCF) analysis projects an intrinsic value near $34.72 per share, implying shares may be undervalued by 71.7%. Compass reported $182 million in free cash flow over the last twelve months, with expectations rising to over $1 billion by 2030. The stock's price-to-sales ratio stands at 0.83x, below the Real Estate industry average of 2.90x, indicating further potential undervaluation. Investors are weighing Compass' business model resilience amid housing market shifts. The combined data underscores a nuanced investment case amid volatile sentiment.

Westgold Resources Shares Rise 6.6% on Record Half-Year Results and Buyback

February 28, 2026, 12:38 AM EST. Westgold Resources Limited (ASX:WGX) shares jumped 6.6% following a record half-year ending 31 December 2025. The company reported sales of A$1.24 billion, net income of A$190.7 million, and gold production of 195,355 ounces. It maintained full-year 2026 guidance of 345,000-385,000 ounces at an all-in sustaining cost (AISC) of A$2,600-A$2,900 per ounce. Westgold also strengthened its balance sheet through the Mt Henry-Selene sale and announced a final dividend plus a 5% on-market share buyback. While the performance supports confidence in growth, analysts caution on potential margin pressure from operating costs and integration risks following the Karora acquisition. Long-term forecasts suggest revenue and earnings growth to 2028 but hinge on managing costs amid production expansion.

H2O America (HTO) Valuation Mixed After Rebrand and Recent Share Price Moves

February 28, 2026, 12:37 AM EST. H2O America (HTO) has rebranded from SJW Group, drawing attention to its valuation after varied shareholder returns. The stock trades at $53.79, up 15.85% over 90 days, but down 22.63% over three years. Analysts see a fair value range: Simply Wall St spots a 12.8% undervaluation at $61.67, underpinned by a $2 billion capital plan aimed at stable service and future growth. However, discounted cash flow (DCF) models suggest a more cautious valuation near $49.54, below the current price. Key risks include higher borrowing costs and drought impacts on water usage, which could pressure earnings and margins. Investors face a question of whether HTO's recent gains represent a buying opportunity or if growth is already priced in.

Sugar Prices Decline Amid Forecasts of Global Surplus in 2025/26

February 28, 2026, 12:24 AM EST. Sugar prices fell, with July New York world sugar down 0.66% and August London ICE white sugar down 0.88%, pressured by forecasts of a global sugar surplus in 2025/26. Consultant Datagro projects a 1.53 million metric ton (MMT) surplus, a sharp turnaround from a 4.67 MMT deficit in 2024/25. Increased production forecasts from Brazil and India, including a 4% rise in Brazil's output and a 26% gain in India's crop due to favorable monsoon rains, are driving bearish sentiment. Additionally, India's easing of sugar export restrictions contrasts with its expected production decline this season. These factors, combined with USDA and private analyst estimates pointing to a sustained surplus, are suppressing sugar prices despite recent short-covering rallies.

Pro Medicus Gains From Director Buying and Heidelberg Contract Win

February 28, 2026, 12:23 AM EST. Pro Medicus (ASX:PME) saw increased director buying with insiders Sam Hupert, Anthony Barry Hall, and Peter Terence Kempen purchasing shares on-market. The company also secured a significant A$10 million, five-year contract with University Hospital Heidelberg and the German Cancer Research Institute, marking expansion into European markets. These developments reinforce management's alignment with shareholders and ongoing commercial momentum for its cloud-based imaging software. While the Heidelberg deal diversifies Pro Medicus's revenue base beyond its core U.S. contracts, near-term growth still hinges on execution in America and pricing pressures remain a risk. Analysts forecast revenue hitting A$462.4 million by 2028, reflecting 29.5% annual growth, with a fair value estimated at A$326.49, suggesting substantial upside potential. Investors should balance bullish forecasts with contract ramp-up risks before deciding.

Visa Expands Digital Payments with Argentina Acquisitions and PayPay IPO Stake

February 28, 2026, 12:07 AM EST. Visa has acquired Prisma Medios de Pago and Newpay in Argentina, boosting its local payment processing capabilities in Latin America. Additionally, Visa committed capital as a cornerstone investor in Japanese digital wallet operator PayPay's planned U.S. IPO. These strategic moves deepen Visa's footprint in fast-growing international digital wallets and payment infrastructures. By owning more local Argentine assets, Visa gains greater control over card processing amid regulatory complexities. The PayPay stake links Visa to one of Asia's largest wallets as digital payments evolve with AI, stablecoins and real-time schemes. The deals highlight Visa's focus on emerging markets and cross-border flows, aiming to maintain its central role in the digitizing payments ecosystem despite integration and regulatory challenges.

Alnylam Pharmaceuticals Stock Seen as Undervalued Amid RNAi Pipeline Potential

February 28, 2026, 12:06 AM EST. Alnylam Pharmaceuticals' (ALNY) stock closed at $332.77, down 1% last week and 4.8% over the past month, yet up 34.9% over the past year. The biotech firm, specializing in RNA interference (RNAi) therapies, has attracted investor attention with its promising product pipeline. A Discounted Cash Flow (DCF) model, which estimates company value based on projected future cash flows discounted to present value, places Alnylam's intrinsic value near $619.61 per share. This suggests the stock is approximately 46.3% undervalued compared to its current price. The company's latest free cash flow was $450.1 million, with forecasts reaching $3.2 billion by 2030. Investors considering Alnylam should note the stock's mix of risk and growth potential, as reflected in its moderate valuation score of 3 out of 6.

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Analog Devices stock dodges chip selloff as insider sale hits tape; jobs report next
Previous Story

Analog Devices stock dodges chip selloff as insider sale hits tape; jobs report next

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test
Next Story

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

Go toTop