PagSeguro Digital is rated a Strong Buy, supported by robust financials, double-digit EPS growth, and significant shareholder returns that were ramped up. PAGS recently delivered 14% EPS growth, 14% revenue growth, and 50% higher banking income, demonstrating resilience amid macroeconomic pressures. Updated guidance forecasts 13% to 15% EPS growth and R$2.2 to R$2.3 billion in CAPEX, with at least R$1.4 billion in dividends and major buybacks planned for 2026.
Zeta Global Holdings Corp. remains deeply mispriced, with a reiterated 'buy' rating and a price target of $44.5, implying 115%+ upside. Consensus estimates now align with ZETA's FY28 targets, projecting $2.1B+ revenue and 25% Adjusted EBITDA margin, following strong Q3 results and raised FY26 guidance. Despite 11%+ stock gains, ZETA's forward P/E has declined by 10%, amid accelerating earnings growth and robust margin expansion.
Global mergers and acquisitions activity rebounded strongly in 2025, supported by easing monetary policy in the United States, rising demand for artificial intelligence capabilities, and improving macroeconomic stability following a subdued prior year. Lower borrowing costs were a central driver of the recovery.
U.S. Global Investors (NASDAQ:GROW) announced on Tuesday two developments in its exchange-traded fund (ETF) lineup.
Zeta Global offers a compelling opportunity as an underappreciated marketing intelligence software company with accelerating organic revenue growth and improving valuation multiples. ZETA's aggressive FY28 framework targets a 20% revenue CAGR and 28% adjusted EBITDA CAGR, supported by AI-driven product differentiation and strong Fortune 100 customer penetration. With FY25 guidance raised to $1.275 billion in revenue (+27% y/y) and $273.7 million in adjusted EBITDA, ZETA trades at just 17.8x FY25 and 13.8x FY26 EV/EBITDA.
Cboe Global Markets remains a Buy, offering defensive qualities and attractive valuation relative to the broader market. CBOE's options business, driving 63% of revenue, posted 19% YoY growth in Q3 2025, underpinning robust earnings momentum. Strategic realignment—exiting non-core businesses—should sharpen CBOE's focus on its core, high-growth options segment, despite near-term earnings headwinds.
HOOD, SOFI and AFRM lead a fintech trio poised to ride AI, mobile growth and lower rates into 2026's digital finance boom.
XPeng launches G9 and G6 SUVs in Qatar, expanding its Middle East and Africa footprint through partnerships and new infrastructure.
São Paulo-based Absolute Gestao added 440,746 shares of Chart Industries in the third quarter. The shares were worth an estimated $88.22 million at quarter-end.
URA provides concentrated exposure to the uranium cycle, reflecting the structural return of nuclear energy and the growing strategic importance of uranium within the global energy mix. The ETF is heavily driven by a small group of key holdings, making performance highly sensitive to uranium prices, nuclear policy developments, and supply security dynamics. Strong momentum has lifted URA well above broader market returns, highlighting renewed investor interest, but also underscoring the ETF's inherently volatile and cyclical nature.
Global Ship Lease offers deep value and operational excellence, anchored by a $1.9B contract backlog and a focus on mid-sized vessels. GSL maintains sector-leading margins—net income margin of 54.4%—and robust liquidity, supporting a 19% dividend hike and a 7.39% forward yield. Trading at a forward P/E of 3.28x, GSL remains undervalued versus peers, with a conservative price target of $46.49, implying substantial upside.
M2i Global Inc (OTC:MTWO) said it is moving into 2026 focused on scaling sourcing, processing, and storage capabilities for critical minerals, as the company works toward a proposed business combination with Volato Group Inc aimed at listing on a major US exchange. In a shareholder letter, M2i said it plans to advance its Critical Mineral Reserve (CMR), expand processing technologies, and execute a proof-of-concept shipment linking mineral supply from Australia to the US by the end of the first quarter of 2026.