A message from Huge Alerts 
Gold Hits Record Highs Above $5,000 — Analysts Raise Targets on U.S. Gold Corp. as America’s Mining Renaissance Accelerates! The gold market is sending a powerful message. With prices soaring above $5,000 per ounce, gold is confirming one of the strongest bull markets in modern history, fueled by global uncertainty, currency erosion, and renewed demand for hard assets. Investors are increasingly looking beyond ETFs and bullion toward mining companies that can deliver real ounces from politically secure regions. Among those names, U.S. Gold Corp. (NASDAQ: USAU) is rapidly gaining traction. USAU’s shovel-ready CK Gold Project in Wyoming positions it as one of the most advanced U.S.-based gold-copper developers in the market today. That strategic advantage has not gone unnoticed on Wall Street. Roth Capital, HC Wainwright, and Zacks have all highlighted USAU’s fundamentals, with Roth raising its price target to as high as $26 per share and Zacks issuing a Strong Buy rating. Backed by a fully permitted project, strong economics, and alignment with America’s push for domestic mineral production, USAU stands out as a rare American mining opportunity in a record-setting gold market. Learn more about why U.S. Gold Corp. is being viewed as a potential leader in the next chapter of America’s gold boom
Today's Bonus News Can Waystar Still Stand Up to Rising Competition?Submitted by Nathan Reiff. Publication Date: 2/4/2026. 
In Brief - As Waystar's shares have fallen by 40% over the last year, investors may be questioning how the company stacks up against rivals like Phreesia and Doximity.
- All three companies have faced share price challenges recently, but each has a case for future growth based on acquisitions, product expansion, and other factors.
- Waystar may stand out for its successful integration of AI through its AltitudeAI system and its recent agentic AI launch.
At the intersection of healthcare and cloud computing, Waystar Holding Corp. (NASDAQ: WAY) has built a reputation for powerful software-as-a-service (SaaS) that helps integrate payer networks with electronic health records. However, as the AI and cloud markets have become increasingly crowded in recent years, Waystar faces growing competition from companies offering similar or related tools, such as Phreesia Inc. (NYSE: PHR) and Doximity Inc. (NYSE: DOCS). Waystar shares are down roughly 40% over the past 12 months, but analysts are still predicting growth across several metrics, including earnings and share price. A closer comparison of Waystar against these rivals—one larger and one smaller by market capitalization—may help investors decide how best to play the rush to bring AI and cloud technology into healthcare software. Waystar's AI Developments and Growth Are Exciting, But Balance Sheet Risks Linger Fresh off a January agentic AI update to its AltitudeAI system, already credited with preventing billions in denials each year, Waystar has doubled down on AI across its product portfolio. The company has used AI to drive adoption, expand capabilities and aid pricing decisions—an example of a firm using AI to enhance its products rather than being displaced by it. AI has also helped Waystar retain customers and expand its network. The company reported net revenue retention of 113% for the latest quarter and has more than 1,300 clients generating at least $100,000 in revenue over the prior 12 months. That contributed to revenue rising 12% year-over-year to $269 million for the quarter and lifted adjusted EBITDA margin to 42%. Waystar has grown through acquisitions as well, including its purchase of Iodine Software in fall 2025, a move that should expand its addressable market by about 15%. Still, investors may be cautious about Waystar's balance sheet after the deal: as of the end of the third quarter 2025, the company held $421 million in cash versus $1.2 billion in gross debt. That leverage may help explain some of the recent weakness in the share price. Phreesia Reaches a Pivotal Growth Milestone Phreesia's patient intake management system serves a different function than Waystar's offerings but similarly leverages cloud technology to improve efficiency and accuracy. Like Waystar, Phreesia shares have fallen over the past year, by about 55%. As a smaller company with a market capitalization near $768 million, Phreesia recently achieved GAAP profitability with earnings per share (EPS) of $0.11 in the latest reported quarter. New product initiatives and the November acquisition of AccessOne are helping Phreesia expand its footprint. AccessOne is expected to contribute roughly $7.5 million in revenue through the end of the 2026 fiscal year on January 31 by enabling provider financing within Phreesia's offerings. Analysts are optimistic about Phreesia's growth trajectory: 17 of 19 covering the stock have a bullish view, and Wall Street sees substantial upside—forecasting nearly 134% potential gain if the company can execute on growth expectations. Doximity's Balance Sheet and Revenue Performance Stand Out, But Broader Sector Concerns Weigh On Shares Doximity occupies a distinct niche in healthcare technology, offering a secure professional network for clinicians. The company reported strong revenue growth of 23% year-over-year in the latest quarter, driven in part by high adoption of its AI-enabled features. Doximity also displays attractive adjusted EBITDA and free cash flow margins, which have supported a healthy cash position. However, investors may worry whether healthcare customers can continue to use Doximity's services amid potential policy and budget shifts—concerns that likely contributed to the stock's roughly 41% decline over the past year. Nonetheless, analysts generally view DOCS shares favorably, assigning a Moderate Buy rating and projecting about 89% upside over the next year should the external environment become more navigable.
| 
Comments
Post a Comment