S&P 500 September Recap, $FIVN Investment Case, $SMR Insider Sale, $EA Buyout and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- S&P 500: The Winners and Losers of September 2025
- Voss Capital: Five9 Inc. ($FIVN) Investment Case
- NuScale ($SMR) Major Insider Cuts Stake by $90M
- Trending Tickers: $EA Buyout, $PATH AI Partnerships, $CRWV Meta Deal
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S&P 500: The Winners and Losers of September 2025
The S&P 500 delivered its best September in 15 years, climbing 3.5% and hitting fresh record highs as most stocks ended the month higher. Warner Bros Discovery ($WBD) surged nearly 68% on takeover speculation, Western Digital ($WDC) gained 49% on AI storage demand, and Seagate ($STX) rose 41% on strong HDD sales. At the other end, CarMax ($KMX), FactSet ($FDS), and Kenvue ($KVUE) posted sharp declines tied to earnings misses and regulatory setbacks. For the full breakdown and the reasons behind these stock moves click here.
Voss Capital: Five9 Inc. ($FIVN) Investment Case
Voss Capital has invested in Five9 (FIVN), a leading cloud-based Contact Center as a Service provider trading at all-time low multiples (2.7x EV/Gross Profit, 7.5x EBITDA, 8x 2026 earnings) despite reaccelerating subscription revenue growth to 16%, tripling AI bookings, and significant margin expansion. The firm believes the market has misinterpreted recent events—CEO Mike Burkland’s retirement announcement and a $1.5B Salesforce/ServiceNow investment in competitor Genesys—as bearish signals when they actually indicate an open acquisition window and highlight an extreme public/private valuation disconnect (Genesys valued at 7.1-9.5x ARR vs Five9 at just 2x despite similar growth profiles). Voss Capital sees the narrative transforming from “slow growth AI loser” to “quickly growing AI winner” supported by activist investor Anson Funds driving cost optimization, deep enterprise integrations creating switching costs, and a $24 billion addressable market with 60% still migrating from on-premise to cloud, with base case targeting 9x 2026 EBITDA implying ~70% upside. Read the full article here.
NuScale ($SMR) Major Insider Cuts Stake by $90M
NuScale Power ($SMR) saw a major insider move as Fluor, a key shareholder and longtime backer, sold 2.3 million shares at $38.69, cashing out about $90 million and reducing its stake by 29.5%. The timing stands out: NuScale stock has surged more than 220% over the past year amid renewed enthusiasm for nuclear technology, and Fluor’s exit adds to a growing pattern of insiders taking profits into the nuclear hype rally. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $EA Buyout, $PATH AI Partnerships, $CRWV Meta Deal
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Electronic Arts ($EA): EA agreed to be acquired by a consortium led by Saudi Arabia’s PIF, Silver Lake, and Affinity Partners in a $55 billion all-cash deal. The company will go private, with CEO Andrew Wilson staying on and headquarters remaining in Redwood City.
- UiPath ($PATH): UiPath unveiled new AI partnerships with OpenAI, NVIDIA, and Snowflake at its FUSION event. The integrations bring GPT-5 into business workflows, enhance AI trust in sensitive sectors, and connect real-time Snowflake data to automation via UiPath Maestro.
- CoreWeave ($CRWV): CoreWeave signed a $14.2 billion multi-year agreement with Meta to provide AI cloud capacity through 2031, with the option to expand further. The deal adds to recent partnerships with Microsoft and Nvidia as the company scales aggressively in AI infrastructure.
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.
