Can Trump’s triumphal arch also function as a military site?

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On September 17, KeyBanc lifted its price target on AppFolio, Inc. (NASDAQ:APPF) from $255 to $280 and maintained its Overweight rating on the stock after conducting customer checks and speaking with the company’s investor relations team to better understand the resident services opportunity.

KeyBanc believes resident services could become a meaningful driver of average revenue per user (ARPU) for the company, as residents could potentially spend more than $100 per month on additional offerings. While adoption remains in its early stages and certain states have restrictions, KeyBanc continues to see this as the most significant upside driver.

The research firm’s new $280 price target is based on 7.5 times 2027 enterprise value-to-sales and 27 times enterprise value-to-free cash flow.

AppFolio Raises 2026 Outlook, But Risks Remain

The company has been seeing strong growth. For the second quarter ended June 30, 2026, AppFolio, Inc. (NASDAQ:APPF) reported revenue of $281 million, up 19% year over year. It also crossed $1 billion in trailing 12-month revenue for the first time.

The company raised its full-year revenue guidance, supported by continued growth in premium-tier adoption and increasing use of its products and services. AppFolio, Inc. (NASDAQ:APPF) now expects full-year 2026 revenue between $1.117 billion and $1.127 billion, while its non-GAAP operating margin range as a percentage of revenue is expected to range from 26.5% to 28.0%.

Despite the stronger outlook, the company is facing some risks that could limit its growth. Higher infrastructure costs are one concern, as data center spending increases as the company seeks to support more AI usage. Non-GAAP cost of revenue, excluding depreciation and amortization, rose to 36% of revenue from 35% a year earlier.

Management also indicated that unit growth among existing customers could become more moderate, which could limit near-term growth.

AppFolio, Inc.’s (NASDAQ:APPF) valuation also leaves less room for disappointment. The stock currently trades at a forward P/E ratio of 31.86. This represents a premium when compared with 22.41 for the industry.

What the Numbers Say

Hedge fund interest in the stock weakened during the second quarter. According to Insider Monkey‘s database, 39 hedge funds held AppFolio, Inc. (NASDAQ:APPF) at the end of the second quarter, down from 43 in the first quarter.

As of August 31, short interest stood at 9.84% of the company’s float, indicating some level of bearish positioning in the stock.

At the same time, analyst sentiment remains largely positive. Of the 11 analysts covering AppFolio, Inc. (NASDAQ:APPF), 91% rate the stock a Buy. The median 12-month price target of $232.50 suggests an upside of 8.33% from the stock’s current price as of September 18.

AppFolio, Inc.’s (NASDAQ:APPF) biggest potential growth catalyst appears to be resident services, with KeyBanc seeing an opportunity to meaningfully increase revenue per user as adoption develops. However, the stock’s premium valuation, rising infrastructure costs, and potentially slower unit growth make sustained revenue growth and successful execution on new services important factors for the company’s outlook.

While we acknowledge the potential of APPF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work? and Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside.

Disclosure: None. Follow Insider Monkey on Google News.

RB Global, Inc. (NYSE:RBA) doubled its buyback authorization as profits expanded, putting cash generation at the center of the investment case. On September 15, 2026, the commercial-asset and vehicle marketplace announced Toronto Stock Exchange approval to raise the program’s aggregate dollar ceiling from US$500 million to US$1 billion.

The amendment, expected to take effect September 17, also raises the share limit from 10 million to 14,224,129. Purchases must stay within both ceilings. The program expires March 17, 2027, unless completed or terminated earlier.

RB Global, Inc. (NYSE:RBA) had already repurchased about 5.36 million shares by September 11, implying about $500 million in spending based on the disclosed average purchase price. The amendment therefore creates roughly $500 million of additional dollar capacity.

Bull Case

RB Global, Inc. (NYSE:RBA) reported second-quarter revenue growth of 11% to $1.3 billion, while GAAP net income increased 31% to $143.6 million. That earnings expansion strengthens the case for returning capital alongside continued investment in the business.

Retiring shares increases each remaining shareholder’s ownership interest. For RB Global, Inc. (NYSE:RBA), repurchases could create value if executed below intrinsic value while preserving sufficient funding for operations, acquisitions, and debt obligations.

The authorization also gives management flexibility over execution. RB Global, Inc. (NYSE:RBA) can pace purchases around available cash and investment opportunities, with no requirement to exhaust the program. Selective execution could make repurchases a useful complement to reinvestment and debt management.

Bear Case

RB Global, Inc. (NYSE:RBA) generated $365.8 million of operating cash flow in the first half, down from $483.3 million, a decline of approximately 24%. Operating assets and liabilities absorbed $292.4 million, compared with $117.8 million a year earlier, helping explain why stronger earnings did not translate into higher operating cash flow.

Competing uses were substantial. During the first half, RB Global, Inc. (NYSE:RBA) spent $183.9 million on property, plant and equipment and intangible additions, and paid $132.8 million in dividends. Subtracting those outlays from operating cash flow leaves $49.1 million before acquisitions and repurchases. Acquisitions, net of cash acquired, consumed another $331.1 million, while buybacks used $150 million.

RB Global, Inc. (NYSE:RBA) ended June with $524.9 million in cash and cash equivalents and approximately $2.9 billion in debt. Accelerating repurchases without stronger cash generation could reduce financial flexibility or increase reliance on borrowing.

Investors should watch whether cash absorbed by operating assets and liabilities moderates and whether acquisition spending leaves room for repurchases. Funding costs and forgone investment returns also matter when assessing the benefits of buying back shares.

Hedge Fund Sentiment

The filings available so far reflect positions held before RB Global, Inc. (NYSE:RBA) reported its expanded share repurchase authorization. Insider Monkey’s database showed 37 hedge funds holding RB Global, Inc. (NYSE:RBA) at the end of 2Q2026, down from 41 funds three months earlier.

Conclusion

RB Global, Inc. (NYSE:RBA) has gained useful capital-return flexibility, but first-half cash generation leaves limited room after investment and dividends. The investment case strengthens if repurchases accompany improving cash conversion and adequate funding for growth. Actual purchases, liquidity, and debt trends will determine whether the expanded program rewards shareholders.

While we acknowledge the potential of RBA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: CBRE Group (CBRE) Unit Buys $1.6 Billion Net-Lease Platform. Can Scale Lift Fee Earnings? and Mastercard (MA) Partners With Flowcart. Can In-Chat Payments Deliver Profitable Growth?

This article is originally published at Insider Monkey.

To identify monster stocks before they take off, investors should first focus on underlying business momentum. Stocks can be volatile in the near term, but they ultimately track the business’s long-term growth. Investing in businesses with attractive growth prospects when they trade at attractive valuations relative to earnings can help you succeed in finding tomorrow’s winners.

Here’s why DoorDash (NASDAQ: DASH) and Viking Holdings (NYSE: VIK) are great candidates right now.

Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »

1. DoorDash

DoorDash is a fast-growing logistics platform that makes it easy for customers to get orders from local merchants delivered to their door. The company earns money through merchant commissions, delivery fees, subscriptions, and advertising, and it’s expanding rapidly. Revenue has climbed from $4.9 billion in 2021 to $13.7 billion in 2025, indicating its long-term potential.

It is emerging as the leader in grocery delivery and has also recently gained momentum in restaurant and retail orders. The stock’s performance reflects this trajectory, rising 141% over the past three years. Revenue grew 36% year over year in the second quarter, driven by strength in deliveries and continued growth in DashPass subscribers.

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DoorDash benefits from a reinforcing growth flywheel. Revenue growth funds product improvements, which drive higher order frequency and more DashPass sign-ups. Once customers join DashPass, DoorDash usage can become habitual. In the second quarter, DashPass customers generated 75% of U.S. grocery and retail orders.

There’s room to expand internationally, although DoorDash faces stiffer competition abroad. It is currently No. 2 in the U.K., Italy, Germany, and Canada, but management indicated on the second-quarter earnings call that it’s growing faster than the competition in those markets.

Delivery is a low-margin business, reflecting fierce competition from Uber Eats and Instacart. Even so, DoorDash’s operating profit has improved from -$579 million in 2023 to $723 million in 2025. This shows it can price its service to earn a profit, indicating capital efficiency and a solid competitive position.

The stock trades at a forward price-to-earnings (P/E) multiple of 34. If DoorDash meets analysts’ expectations for 44% annualized earnings growth, that valuation relative to the growth rate could set up market-beating returns over the next five years.

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Artificial intelligence and its growing energy demands dominate the headlines, especially for independent power companies like Constellation Energy (NASDAQ: CEG). Deals with hyperscalers like Meta Platforms and Microsoft have put Constellation on the map as power demands soar, but that’s not the only reason to own Constellation.

While AI attracts attention, Constellation’s real advantage is its massive nuclear fleet. With the largest nuclear fleet in the U.S. and a track record of efficient operations, Constellation boasts a strong competitive advantage and durable moat. As nuclear power returns to favor, that moat could become even more valuable. Here’s why.

Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »

Constellation boasts the U.S.’s largest nuclear energy fleet

Nuclear power is returning to favor, and for good reason. Growing power demand, combined with a desire to cut carbon emissions, makes nuclear a highly appealing choice. On top of that, nuclear provides reliable 24/7 baseload energy, making it a no-brainer for businesses and governments looking to secure carbon-free power.

Constellation boasts a massive fleet of nuclear power assets. It has 22 gigawatts (GW) of nuclear capacity, making it the largest nuclear energy operator in the U.S. by a long shot. The next-closest nuclear fleet operators include Duke Energy, with roughly 11 GW of capacity, and Vistra, with 6.6 GW.

Constellation’s highly efficient nuclear fleet also comes with downside protection

In addition, Constellation’s nuclear fleet posted a 93% capacity factor in the second quarter and 94.7% in 2025. This was the highest capacity factor in the industry, which the company attributes to its fast refueling time of roughly 21.5 days per outage compared to 35 to 38 days on average. Ultimately, this high capacity factor means Constellation can provide customers with truly reliable energy.

Another benefit of this nuclear fleet is that it is eligible for the federal Nuclear Production Tax Credit (PTC) through 2032. Created as part of the Inflation Reduction Act, this credit provides transferable, inflation-protected credits that serve as an explicit price floor, protecting cash flows if power prices drop.

Constellation’s nuclear fleet has also secured the vast majority of power generation through 2050 and beyond. Commercial nuclear units are licensed to operate for up to 80 years. Key nuclear plants across Constellation have secured these licenses or have filed applications that keep their physical operating authorization active into the late 2040s and 2050s.

Is it time to buy the dip on Constellation Energy?

Energy demand will continue to grow, and nuclear power has emerged as a key piece in meeting that demand. Constellation recently secured a power purchase agreement (PPA) with Walmart, the retailer’s first-ever nuclear energy PPA.

Constellation Energy has no doubt benefited from the booming demand for power from AI data centers, but its real strength lies in its massive nuclear energy fleet. For investors bullish on the long-term outlook for nuclear energy, Constellation Energy, down 37% from its 52-week high, looks like a solid stock to scoop up today.

Should you buy stock in Constellation Energy right now?

Before you buy stock in Constellation Energy, consider this:

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Courtney Carlsen has positions in Constellation Energy, Meta Platforms, Microsoft, and Vistra. The Motley Fool has positions in and recommends Constellation Energy, Meta Platforms, Microsoft, Vistra, and Walmart. The Motley Fool recommends Duke Energy. The Motley Fool has a disclosure policy.

I Own Constellation for the Nuclear Fleet, Not the AI Headlines. Here’s Why That Matters Now. was originally published by The Motley Fool

T-Mobile and Verizon have been gaining momentum in attracting new internet customers; however, competition has just intensified with a new rival in the broadband market.  

In recent months, both companies have benefited from a growing trend of consumers switching from traditional internet services offered by cable operators to lower-priced fixed wireless and fiber internet offerings from wireless carriers.

Amid this trend, T-Mobile reportedly added roughly 520,000 broadband customers in the second quarter of 2026, according to data from research and consulting firm Recon Analytics. Verizon gained about 348,000 internet customers during the quarter, its latest earnings report revealed. 

In a May report from RCR Wireless News, Jeff Moore, telecom analyst and principal of Wave7 Research, said the “U.S. broadband duopoly of cable and telcos is fading” as “increased competition from carriers and alternative providers is giving consumers more choices, wider availability, easier setup, and lower prices.” 

Cricket Wireless introduces 5G home internet service

As T-Mobile and Verizon benefit from shifting consumer behavior, Cricket Wireless, which is owned by AT&T, has entered the broadband market by launching 5G home internet service (a fixed wireless internet service). 

Cricket 5G Home Internet officially launched on Sept. 16, according to a new press release. The carrier states that the offering “simplifies connectivity with predictable pricing, no annual contracts, and plan taxes included” in the monthly price. It also runs on AT&T’s network.

The plan is $65 per month, and if new customers bundle it with Cricket Wireless, it is $75 per month. However, existing Cricket Wireless customers can add Cricket 5G Home Internet for $45 per month (with the $5 autopay discount activated). 

Related: T-Mobile adds monthly fee to a new iPhone feature for customers

The plan offers “unlimited data for streaming, gaming, browsing and everyday household connectivity.” It has a typical download speed of 90-300 Mbps, an upload speed of 8-30 Mbps, and a latency of 30-65 milliseconds. 

Also, Cricket Wireless states that no installation appointments are needed, as customers can set up the service themselves in minutes using the myCricket Internet App.

“Customers are looking for fast, reliable internet that’s simple to buy, easy to understand, and backed by a brand they trust,” said Angela Rittgers, president of Cricket Wireless, in the press release. “With Cricket 5G Home Internet, we’re delivering the internet you need at the value you deserve while removing the complexity; it’s just the smarter way to stay connected.”

Cricket Wireless joins a growing push for affordable internet

The move announced by Cricket Wireless comes at a time when the big three carriers, T-Mobile, AT&T and Verizon, have been revamping their internet offerings this year. 

For example, in March, AT&T launched its OneConnect plan, which costs $90 per month and offers customers combined wireless and 1-gig fiber home internet service (with speeds up to 1,000 Mbps).

In May, T-Mobile refreshed its fiber internet offerings with a new Fiber 300 Mbps plan that starts at $45 per month. It also lowered the price of its Fiber 1 Gig plan from $65 per month to $60 per month, and while its Fiber 2Gbps plan remained at $70 per month, a promotion is no longer required to secure that price. 

More Telecom News:

Verizon took a similar step as AT&T when it launched its Verizon One plan in June, which offers customers combined mobile and home internet service for $70 per month.

Recently, internet providers have increasingly focused on offering greater value and affordability as consumers become more sensitive to price increases. 

A survey from PCMag in August found that 47% of U.S. consumers saw their monthly internet bills increase over the last 12 months. 

The average estimated price hike was $16.58 per month, reflecting an almost $200 year-over-year increase. In extreme cases, approximately 11% saw price increases exceeding $30 per month.

Amid this trend, 36% said they are unhappy with their internet service and are contemplating switching providers. 

“So few of us have a true choice when it comes to picking an ISP (internet service provider),” said Eric Griffith, a senior editor covering broadband at PCMag, in the survey release. 

“Providers coast on their regional monopolies or duopolies,” he added. “That lack of competition means you’re over a barrel, paying high prices for service that seldom improves in any noticeable way.”

Related: Verizon scales back a perk that keeps prices low for customers

This story was originally published by TheStreet on Sep 20, 2026, where it first appeared in the Retail section. Add TheStreet as a Preferred Source by clicking here.