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- Frozen Food Stock Heats Up
Frozen Food Stock Heats Up
A frozen food giant is rising 4% after a Q4 earnings beat, a biopharma stock is slipping as its strong revenue growth failed to offset its earnings miss, and a tiny tech stock is surging after signing an agreement with a healthcare giant. Read on to find out more.

A New Era for Nuclear Stocks (Sponsored)
"For AI... We have to produce massive electricity that we don't have. Nuclear has become very safe, very good." - President Trump

Futures 📈


What to Watch
Earnings:
Okta, Inc. (OKTA): Aftermarket
GitLab Inc. (GTLB): Aftermarket
AST SpaceMobile, Inc. (ASTS): Aftermarket
NuScale Power Corporation (SMR): Aftermarket
ADMA Biologics Inc. (ADMA): Aftermarket
Concentra Group Holdings Parent, Inc. (CON): Aftermarket
Economic Reports:
S&P final U.S. manufacturing PMI [Feb]: 9:45 a.m.
Construction spending [Jan]: 10:00 a.m.
ISM manufacturing [Feb]: 10:00 a.m.
St. Louis Fed President Musalem speaks at 12:35 p.m.

Biopharmaceutical
TG Therapeutics Falls as Earnings Fall Short of Expectations

TG Therapeutics [NASDAQ: TGTX] reported good fourth-quarter performance, swinging to a profit with significant revenue growth, but its earnings are below expectations.
The biopharmaceutical company’s net income is $0.15 per diluted share, compared to a $0.10 loss in the same quarter last year.
Earnings are slightly below analyst expectations of $0.16 per share. This is causing the stock to dip nearly 2% in premarket trade.
Revenue for the quarter is up to $108.2 million ($117.9 million), more than doubling from $44 million ($48 million) in Q4 2023 and surpassing analyst estimates of $100.7 million ($109.8 million).
Full-year revenue rose to $313.7 million ($342 million), compared to $92 million ($100.3 million) the previous year.
A key driver of this growth is BRIUMVI, the company’s treatment for relapsing multiple sclerosis (RMS), which generated $103.6 million ($113 million) in Q4 U.S. sales and $310 million ($338 million) for the full year—marking a 250% year-over-year increase.
The company has also secured three additional patents for BRIUMVI, extending its exclusivity through 2042, and recently launched the drug in Europe.
Looking ahead, TG Therapeutics set a 2025 revenue target of $540 million ($589 million), with BRIUMVI’s U.S. sales expected to reach $525 million ($573 million).
The company plans to advance key clinical trials, including a Phase 1 study for subcutaneous ublituximab and new trials in autoimmune diseases.
CEO Michael S. Weiss emphasized the company’s momentum, citing strong market adoption and expansion efforts.

Frozen Foods
Nomad Foods Reports Strong Q4, Increases Dividend and Earnings Outlook

Nomad Foods [NYSE: NOMD] is trading higher today on stronger-than-expected fourth-quarter results and a positive earnings guidance for 2025.
The stock is up 4% in premarket trading as investors respond enthusiastically to the earnings report.
For Q4, Nomad Foods’ adjusted earnings per share of €0.42 ($0.44) beat analyst expectations of €0.38 ($0.40).
Revenue is at €793.4 million ($830.2 million), slightly surpassing the forecast of €792.81 million ($829.4 million).
Organic revenue is up 3.1% year-over-year, supported by a 4.7% increase in volume, which the company is attributing to strategic brand investments and operational efficiencies.
CEO Stéfan Descheemaeker highlighted how 2024 marked the company’s ninth consecutive year of sales and adjusted EBITDA growth.
Looking ahead, Nomad Foods raised its 2025 adjusted EPS guidance to a range of €1.85-€1.89 ($1.94-$1.98), up from the previous forecast of €1.81-€1.85 ($1.89-$1.94), representing 4-6% growth.
The company also expects organic revenue growth of 1-3% and adjusted EBITDA growth of 2-4% for the full year.
In 2024, Nomad Foods returned €208 million ($217.6 million) to shareholders through dividends and share repurchases.
The board has approved a 13% increase to the Q1 2025 dividend, reinforcing confidence in continued financial strength and profitability.

Elon’s Radical Plan
Every investor in America is trying to figure out what Musk will do in Washington, D.C. in the coming weeks.
One Boston based think tank – who has studied Elon’s work for decades – is stepping forward to share what they’ve found.
They believe his TRUE plan is far more radical than anyone realizes. It could change the way you live, work, get paid, and collect Social Security.

Surgical Centers
Surgery Partners Beats Q4 Expectations, Sets Strong Growth Outlook for 2025

Surgery Partners [NASDAQ: SGRY] is reporting significant revenue and EBITDA growth for Q4 and full year 2024.
The company’s Q4 revenue is up 17.5% year-over-year, reaching $864.4 million, while full-year revenue has grown 13.5% to $3.1 billion.
Same-facility revenues is higher by 5.6% in Q4 and 8.0% for the year, driven by increasing case volumes and improved revenue per case.
Adjusted EBITDA for the quarter jumped 15.1% to $163.8 million, while full-year Adjusted EBITDA increased 16.0% to $508.2 million, reflecting operational efficiencies and strategic investments.
Despite reporting a net loss of $108.5 million in Q4 due to a technical accounting adjustment, the company is emphasizing its financial strength, with $269.5 million in cash and $501.5 million in available credit at year-end.
CEO Eric Evans highlighted the company's continued expansion, including $400 million in acquisitions and the opening of eight new facilities in 2024.
Looking ahead, Surgery Partners expects 2025 revenue between $3.30 billion and $3.45 billion, with Adjusted EBITDA projected to range between $555 million and $565 million.
The company remains focused on growth through acquisitions, expanding its network of short-stay surgical facilities, and optimizing operations to enhance shareholder value.

Movers and Shakers

Aclarion, Inc. [ACON] - Last Close: $3.35
Aclarion, Inc., is a healthcare technology company focused on AI-driven diagnostics for chronic low back pain through its Nociscan platform.
Its shares are skyrocketing 80%+ in premarket trading after announcing a commercial agreement with Scripps Health, a leading healthcare provider in California.
My Take: This deal will bring Aclarion’s Nociscan technology into Scripps' physician network. However, ACON is down 98% in the last year and is struggling with its financials, so this one is best kept on your wait and watch list for now.
Allegro MicroSystems [ALGM] - Last Close: $22.30
Allegro MicroSystems is a semiconductor company specializing in sensors and power solutions for automotive and industrial applications.
Its shares are up 13% in early trade today following reports that ON Semiconductor is pursuing a takeover of the company.
My Take: Allegro hasn’t confirmed the speculation as of now, but a takeover by ON Semiconductor could create strong synergies. Keep a close eye on any news regarding this stock.
MicroStrategy [MSTR] - Last Close: $255.43
MicroStrategy is a business intelligence firm that has become the largest corporate holder of Bitcoin.
Its stock is surging 13%, following President Donald Trump’s statement about a potential U.S. strategic crypto reserve.
My Take: MicroStrategy has essentially become a leveraged Bitcoin play, with its stock price moving almost entirely in sync with crypto volatility. Bitcoin’s 8% surge today has lifted the stock but any downturn could be equally detrimental to its value.

AI (Sponsored)
Elon Musk’s latest venture is poised to redefine a $9 trillion AI industry, and one under-the-radar company is at the center of it all.
This supplier, tied directly to Elon’s revolutionary tech, is expected to skyrocket—and with Musk’s big reveal scheduled for January 22nd, time is running out to get ahead of the news.
Tech investing expert Jeff Brown, known for calling winners like NVIDIA and Tesla, believes this opportunity could eclipse them all.
Before the market catches on, learn how this small company could lead the charge in AI's next wave.
The countdown is on. Don’t miss out.

Everything Else
Former Huawei unit Honor shifts focus to AI-powered devices ahead of its IPO.
Mixue’s blockbuster Hong Kong listing signals renewed investor appetite for IPOs.
Bunzl announces a share buyback as revenue declines slightly in 2024.
BAE Systems jumps 13% as European defense stocks soar on military funding plans.
Prada edges closer to securing Versace in a high-stakes luxury takeover.
Trade tensions push Honda to move Civic hybrid manufacturing to the U.S.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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