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Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna Group is trending after its Q4 earnings report, which showed a net loss fueled by higher credit loss provisions despite revenue growth, triggered a significant stock price decline. This has ignited a fierce debate among investors, with some warning of a "falling knife" in the struggling fintech sector while others view it as a deeply "oversold" opportunity supported by strong partnerships.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space Inc. ($FJET) is trending on investor excitement surrounding its upcoming NYSE Opening Bell ceremony, with community chatter focusing on its low float and high short interest for a potential squeeze. The company's positioning in the commercial aerospace sector, including discussions around hypersonic tech contracts, is driving active debate and bullish sentiment for significant gains.

Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL.

Deere & Co.

Deere & Co

Deere & Co. is experiencing significant conversation after its latest earnings report revealed strong revenue growth and an increased full-year outlook, with management signaling the agricultural cycle's bottom in the current year. While many celebrate this potential breakout, community discussions also highlight concerns over the stock's valuation and declining profitability despite the positive top-line performance.

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

Booking Holdings is trending following a significant post-earnings sell-off, despite reporting strong quarterly results, increasing its dividend, and announcing a 25-for-1 stock split. The community is actively debating whether the dip presents a buying opportunity or reflects deeper market concerns regarding potential AI disruption to the online travel sector.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending as it reopens deal talks with Paramount Skydance following a sweetened offer including a breakup fee coverage and a ticking fee, escalating the bidding war while shareholders await a vote on Netflix's board-recommended acquisition.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is a focal point after its earnings report showed strong e-commerce growth and a new $30 billion share buyback, but conservative future guidance and its elevated valuation are fueling a contentious debate among investors.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. The company has three commercial products: Gvoke, Keveyis, and Recorlev. Gvoke is ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. Its product also includes Ogluo which is used for the treatment of severe hypoglycemia in adults, adolescents, and children aged 2 years and over with diabetes mellitus. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris Biopharma is trending after a major competitor, Corcept Therapeutics, received an FDA rejection for its next-gen Cushing's syndrome drug, a development the community views as a significant competitive advantage for XERS's Recorlev. Investors are actively discussing this "irrational" dip as a buying opportunity, anticipating strong Q4 earnings, bullish 2026 guidance, and the advancement of its promising XP-8121 pipeline.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following significant news of EU approval for its ANKTIVA bladder cancer therapy and a strategic distribution partnership across Europe, alongside an updated submission to the US FDA for expanded indication. The community is highly engaged, anticipating a major short squeeze and substantial long-term growth while actively discussing market makers attempting to suppress the stock around options expiry.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending following a strong earnings report and its expanding role in the agentic AI market, fueling a short squeeze as bulls anticipate further upside, while bears warn of an impending pullback or offering amid notable insider selling.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending after its earnings report, which, despite missing analyst estimates for EPS and revenue, showcased robust year-over-year growth in total orders and Marketplace GOV, triggering a significant after-hours rally. The community is hotly debating the surprising stock surge, with bulls pointing to strong underlying business expansion and a recent insider purchase, while bears cite ongoing valuation concerns and see the move as market manipulation.

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Valuation, analyst revenue estimates, FY25 YTD gross margin &amp; related revenue multiples of all commercial-stage non-oncology focused bios with FDA approvals between 1/1/2021 &amp; 12/31/2023. 
 
$ARDX $BCRX trade at the lowest multiples while their products generate the highest gross margins. BCRX&#39;s multiples do not consider its debt. 
 
$TARS $APLS &amp; now $TVTX trade at the second lowest multiples. TVTX gross margins are almost 100%. TARS is competitive at 93%. 
 
Year 4/FY2029 multiples are provided because investment bankers often cite peer Year 4 M&amp;A revenue multiples in their fair value opinions included in 14D9 filings. 
 
These tables are useful if you believe new drugs are worth some multiple and/or NPV of anticipated revenues &amp; gross margin. M&amp;A exits by far are most likely to maximize revenues for shareholders. 
 
This is not investment advice.

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$ARDX nice chart.  I’ve seen a similar chart from maybe Centerview(?) using yr 4 rev as BO multiplier. Believe the avg multple was 2.5-3x rev, so Zydus at $2.5B would be reasonable offer historically. Maybe they can get a CVR for X if 2027 unleashes major uptick in X rev? In any event, will be interesting to see if Raab takes bird in hand BO or gambles on holding for long term. Personally I’d take the BO cuz anything can happen negatively (as we’ve already seen) including new competition that could suppress price. Also, I’d take all the silly high analyst PTs with major grain of salt because they are “perfect world, multiple rerate” scenarios, which has never been the case w ARDX (as the chart shows)

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Ardelyx Inc

Biocryst Pharmaceuticals Inc.

Tarsus Pharmaceuticals Inc

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Travere Therapeutics Inc

Valuation, analyst revenue estimates, FY25 YTD gross margin & related revenue multiples of all commercial-stage non-oncology focused bios with FDA approvals between 1/1/2021 & 12/31/2023. 
 


 trade at the lowest multiples while their products generate the highest gross margins. BCRX's multiples do not consider its debt. 
 


 trade at the second lowest multiples. TVTX gross margins are almost 100%. TARS is competitive at 93%. 
 
Year 4/FY2029 multiples are provided because investment bankers often cite peer Year 4 M&A revenue multiples in their fair value opinions included in 14D9 filings. 
 
These tables are useful if you believe new drugs are worth some multiple and/or NPV of anticipated revenues & gross margin. M&A exits by far are most likely to maximize revenues for shareholders. 
 
This is not investment advice.