Niagen Bioscience: A Breakout Quarter That Now Faces Its Biggest Market Shift In Years
Niagen Bioscience (NASDAQ:NAGE) Q3 2025 earnings delivered explosive growth in revenue, margins, and cash flow—just as NMN re-enters the NAD+ market. Here’s what investors need to know about this new competitive pressure.
Monster Beverage: Momentum Brewing, But Shares Are Fairly Priced
Monster Beverage (NASDAQ:MNST) had record Q2 sales and strong balance sheet highlight impressive growth momentum—but with shares trading above intrinsic value, the stock looks fairly priced for now.
Niagen Bioscience: A Great Company Suffering From Stock Dilution
Niagen Bioscience (NASDAQ:NAGE) has a debt-free balance sheet and Q2 beat show momentum—but heavy share dilution and a price ~133% above my DCF give the stock a hold rating.
Live Nation Entertainment: A DCF-Driven Bear Case
Live Nation Enternatinment (NYSE:LYV) looks ~48% overvalued on my DCF; mixed Q1 (revenue −11%) plus DOJ/FTC scrutiny threaten ticketing margins and vertical integration—why I rate LYV a sell.
Macy's: An Undervalued Hidden Asset Play
Macy’s (NYSE:M) looks undervalued: my DCF is $18.15 per share, a 0.68 price-to-book hints at mispriced assets, and ~$20.74/share in real estate makes this a classic hidden-asset play.
Alphabet: Why AI-Powered YouTube Ad Revenue Is Its Growth Catalyst
Alphabet’s (NASDAQ: GOOG)(NASDAQ: GOOGL) AI-powered YouTube ads are driving double-digit growth—and my DCF puts intrinsic value at $270.71 (~45% upside), supporting a strong buy on GOOGL.