A high-profile lifestyle name is drawing investor attention after reports of a go-private deal at a hefty premium. Here’s why you should keep it on your radar and a whole lot more.

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*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Futures 📈


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What to Watch
Premarket Earnings:
Bitdeer Technologies Group [BTDR]
Riskified Ltd. [RSKD]
CBAK Energy Technology, Inc. [CBAT]
Aftermarket Earnings:
Palo Alto Networks, Inc. [PANW]
Fabrinet [FN]
XP Inc. [XP]
Agora, Inc. [API]
Economic Reports:
Home Builder Confidence Index [Aug.]: 10:00 am

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Healthcare
Centene’s Low Valuation Draws Attention Despite Mounting Medical Costs

Centene Corp. (NYSE: CNC) continues to be one of the healthcare sector’s most beaten-down names. Shares have lost more than half their value this year as rising medical costs for Medicaid and Medicare Advantage hammered margins.
Its most recent quarterly report showed a net loss of $0.16 per share, missing Wall Street’s call for a profit of $0.23. That result was tied to a jump in its health benefit ratio to 93%, reflecting higher-than-expected utilization of care.
Despite the disappointing quarter, the stock rose nearly 6% as investors looked past near-term pain toward management’s guidance for an improved 2026. In premarket trading today, the stock is up another 1%.
At roughly $28 a share, Centene trades at just 0.1 times revenue and about 7 times earnings, compared to multiples over 20 for the S&P 500. That kind of discount rarely goes unnoticed, particularly in a company generating more than $40 billion in quarterly revenue.
The key focus going forward is whether Centene can successfully renegotiate Medicaid rates to better align with patient acuity and push Medicare Advantage toward breakeven.
If so, even modest margin recovery could unlock significant earnings leverage. Analysts currently peg the stock’s average price target at $44, suggesting over 55% upside. Some bullish models suggest Centene could double within two years if execution improves.
For investors, the opportunity lies in weighing near-term volatility against the potential of a longer-term turnaround story in a business tied to structural demographic demand.

Technology
Dayforce Jumps on Private Equity Buyout Talks

Dayforce Inc. (NYSE: DAY) became one of the most closely watched mid-cap tech names this week after reports that private equity giant Thoma Bravo is in advanced negotiations to acquire the HR software provider.
Shares jumped nearly 27% in premarket trade on the news, a welcome relief for investors after a bruising year that saw the stock fall almost 26% year-to-date.
With a market value near $8.4 billion and about $1.2 billion in debt, Dayforce would represent another sizable bet for Thoma Bravo, which has been steadily expanding its portfolio of enterprise software companies.
The rumored deal follows the firm’s recent acquisitions of Boeing’s flight-navigation assets and restaurant-tech firm Olo. While no agreement is final and rival bids could still emerge, the speculation highlights how private equity sees long-term value in SaaS platforms, even as public markets remain cautious.
For investors, the potential buyout could offer near-term upside if the $65–$70 per share range holds, but the broader lesson may be more important: undervalued software companies with sticky recurring revenue models remain prime acquisition targets.
Traders looking for momentum may view Dayforce as a short-term catalyst play, while long-term investors could see the deal as a signal that private equity firms are setting a floor for valuations in the sector.
Should this acquisition materialize, expect a wave of attention to shift toward other mid-cap SaaS players trading at depressed multiples.

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Consumer & Leisure
Soho House Rallies on Go-Private Deal Buzz

Soho House & Co. (NYSE: SHCO) surged more than 15% in premarket trading after reports that a group of investors led by MCR Hotels is nearing a $9-per-share bid to take the company private.
The deal would value the members-only hospitality brand at roughly $1.8 billion and represents an 18% premium to its latest closing price. Apollo Global Management is reportedly providing over $700 million in financing, while controlling shareholder Ron Burkle is expected to roll his stake into the new structure.
The potential buyout comes after months of activist pressure from Third Point’s Dan Loeb, who had argued that Soho House was undervalued and pushed for outside bidders.
Going private could give the company more breathing room to scale without the scrutiny of public markets, particularly as it invests in membership expansion and upgrades to its global network of clubs.
Operationally, Soho House has been on a steadier footing in recent quarters. It delivered its third consecutive profit in Q2 and posted 15.9% year-over-year growth in membership revenue, reflecting solid demand despite concerns about exclusivity dilution.
That improving trajectory makes the timing of the bid notable.
For investors, the deal underscores that lifestyle and hospitality brands with strong membership models remain highly attractive to private buyers.
While public shareholders would be capped at the $9 exit price if the transaction proceeds, the broader message is clear: private equity still sees meaningful value in consumer-facing businesses with recurring revenue streams.

Movers and Shakers

JBS NV [JBS] – Last Close: $14.30
JBS is one of the world’s largest meat processors, with operations spanning beef, pork, poultry, and prepared foods. The company just posted Q2 earnings of $0.50 per share, beating forecasts by more than 28%, but revenue slipped below consensus. Investors initially sold on the revenue miss, though the stock is rebounding premarket, up nearly 5% as traders refocus on margins and guidance.
The bigger question is whether prepared foods and Australian operations can sustain double-digit growth into 2026. Management continues to target normalized pork margins later this year and a gradual beef recovery over the next cycle.
My Take: JBS looks undervalued on a forward basis, with analysts seeing more than 40% upside. If sentiment flips back toward protein producers, today’s bounce could be the start of a longer recovery.
Cidara Therapeutics [CDTX] – Last Close: $65.22
Cidara develops antifungal and antiviral therapies, and the stock has rocketed more than 130% this year. Institutional buying has been the driver: Morgan Stanley, Point72, and BlackRock all added large new positions in Q2, signaling confidence in the pipeline. The stock is adding another 5% in premarket trading, keeping momentum alive.
Wall Street analysts are overwhelmingly bullish, with recent targets as high as $75. That puts CDTX in play for further upside if clinical updates or licensing deals arrive in the second half.
My Take: Hedge fund accumulation suggests CDTX could keep running, but the risk profile remains high. For risk-tolerant traders, this is one to keep on the radar for continuation moves.
Entegris [ENTG] – Last Close: $77.12
Entegris supplies advanced materials and contamination-control solutions to semiconductor manufacturers. The stock has been under pressure this year, but it beat on earnings last quarter and just drew a new institutional buyer in OneAscent, which acquired $390K worth of shares. ENTG is rebounding premarket, up nearly 3%, as analysts reiterate overweight ratings with an average target above $100.
The setup is timely: if semiconductor demand tied to AI and chip fabs holds, ENTG could see a return to its long-term growth trajectory. Dividend growth and insider activity also put it in focus for income-minded investors.
My Take: At 20x forward earnings, ENTG looks reasonable if AI spending accelerates. Watch for upgrades or sector strength to fuel a more durable rally from these levels.

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Robotics in Action (Sponsored)
Palantir just made a move that could reshape the future of physical security.
They’ve teamed up with an autonomous robotics firm that’s already logging millions of operational hours across the United States.
Hospitals. Law enforcement. Government buildings.
This is not a startup hoping to go live.
It’s a company with contracts, cash flow, and now, Palantir-level support to back it up.
The new partnership enables a data fusion that makes traditional surveillance systems look ancient.
AI is not just watching. It’s learning, predicting, and responding.
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*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Everything Else
Sam Altman says the AI market is in a bubble, warning valuations have outrun business fundamentals.
Big oil majors double down on liquefied natural gas, brushing aside forecasts of an early demand peak.
Google agrees to pay $36 million in Australia over anti-competitive deals with local telecom providers.
Foxconn and SoftBank plan to build data center equipment in Ohio as part of the Stargate AI project.
Novo Nordisk shares climb after the FDA approved Wegovy for another medical use, widening its market.

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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