Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- S&P 500: The Winners and Losers of January 2026
- Greystone Capital: Shift4 Payments ($FOUR) Investment Case
- Trending Tickers: $TER Earnings Beat, $GOOGL AI Spending Boost, $PSNY Financing
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S&P 500: The Winners and Losers of January 2026
The S&P 500 opened 2026 with a modest gain, but January’s headline number masks dramatic stock-level moves across the index. A small group of companies delivered explosive upside on earnings surprises and major product or clinical milestones, led by SanDisk, Moderna, and Seagate, while others saw steep declines driven by short-seller reports, valuation resets, and adverse policy headlines, including AppLovin, Intuit, and Humana. In this article, we break down the top and worst S&P 500 performers of January 2026 and explain the specific company developments and broader forces that pushed each stock sharply higher or lower in the market’s first month of the year. Click here to read full article.
Greystone Capital: Shift4 Payments ($FOUR) Investment Case
Greystone Capital’s Q4 2025 letter introduces a new position in Shift4 Payments ($FOUR), an integrated end-to-end payments company that has declined over 40% despite strong operational performance. Shift4 holds leading positions in hospitality, sports, entertainment, and restaurants by owning the full payments stack—gateway, processor, and POS software—allowing it to retain superior economics versus competitors who outsource processing. The company’s core strategy centers on converting gateway-only customers to higher-margin end-to-end processing, which has driven net revenue and gross profit growth of 41% and 60% annually since 2021. Despite software-like characteristics including low churn (<3% annually), embedded workflows, and strong incremental margins, Shift4 trades at ~7x EBITDA versus peers like Toast at ~24x EBITDA. Greystone sees significant upside as the company executes its $1B share repurchase program covering 20% of shares, integrates its Global Blue acquisition, and continues converting its installed merchant base to higher-margin end-to-end processing. Read the full article here.
Trending Tickers: $TER Earnings Beat, $GOOGL AI Spending Boost, $PSNY Financing
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Teradyne ($TER): Teradyne shares jumped 13% after the company beat Q4 estimates, driven by a 44% year-over-year revenue surge. According to the company, the growth was fueled by massive AI-related demand for semiconductor testing, with management forecasting continued momentum and higher revenue targets for 2026.
- Alphabet ($GOOGL): Alphabet highlighted a major milestone for Gemini 3, which now processes over 10 billion tokens per minute. While revenue grew—particularly in Google Cloud—the company signaled a massive infrastructure spending boost of up to $185B for 2026, leading to a slight stock dip amid a broader market downturn.
- Polestar ($PSNY): Polestar surged over 30% after securing a $400M equity investment from Sumitomo Mitsui and Standard Chartered. The company said the fresh capital, issued at $19.34 per share, significantly strengthens its liquidity and balance sheet as it builds on a year of record retail sales.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
