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Vince Holding Corp. (VNCE) – Highlights From Noble’s Virtual Conference

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

500 5th Avenue 20th Floor New York, NY 10110 United States Sector(s): Consumer Cyclical Industry: Apparel Manufacturing Full Time Employees: 599 Key Executives Name Title Pay Exercised Year Born Mr. Jonathan CEO & Director 825.62k N/A 1958 Ms. Marie Fogel Senior VP and Chief Merchandising & Manufacturing Officer 633.19k N/A 1961 Mr. John Chief Financial Officer

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Transformational progress. Brendan Hoffman, CEO, Yuji Okumura, CFO, and Akiko Okuma, Chief Administrative Officer, discussed the significant transformation of the company toward revenue and cash flow growth and profitability at Noble’s Virtual Emerging Growth Conference on October 8th & 9th. Highlights from the fireside chat are featured in this report, and the full discussion is available here.

Minimizing the China impact. The company significantly reduced sourcing concentration from roughly 60% of production in China to approximately 25% today, offsetting the impact of tariff rates as high as 158%. Management noted that long-standing manufacturing partners in China have established sister facilities in other Asian countries, helping preserve quality standards while lowering exposure risk.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.

Townsquare Media (TSQ) – Highlights From Noble’s Virtual Conference

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Townsquare is a community-focused digital media and digital marketing solutions company with market leading local radio stations, principally focused outside the top 50 markets in the U.S. Our assets include a subscription digital marketing services business, Townsquare Interactive, providing website design, creation and hosting, search engine optimization, social media and online reputation management as well as other digital monthly services for approximately 26,800 SMBs; a robust digital advertising division, Townsquare IGNITE, a powerful combination of a) an owned and operated portfolio of more than 330 local news and entertainment websites and mobile apps along with a network of leading national music and entertainment brands, collecting valuable first party data, and b) a proprietary digital programmatic advertising technology stack with an in-house demand and data management platform; and a portfolio of 321 local terrestrial radio stations in 67 U.S. markets strategically situated outside the Top 50 markets in the United States. Our portfolio includes local media brands such as WYRK.com, WJON.com, and NJ101.5.com and premier national music brands such as XXLmag.com, TasteofCountry.com, UltimateClassicRock.com and Loudwire.com.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

A differentiated digital company. Bill Wilson, CEO, Stuart, Rosenstein, CFO, and Claire Yenicay, Executive Vice President, participated in a fireside chat at Noble’s Virtual Emerging Growth Conference on October 8th & 9th. The discussion focused on the company’s differentiated digital growth opportunities and compelling total return potential. This report provides some of the highlights from the discussion, but the full discussion may be viewed here.

Townsquare Interactive turning towards growth. Townsquare Interactive provides subscription-based digital marketing solutions for SMBs at ~$300/month, offering website management, CRM, email/text marketing, and payment integration. After temporary disruption in 2023–2024 due to a service model overhaul and return-to-office mandate, 2025 is returning to strong profit growth (~$3 million), with revenue growth expected to resume in 2026.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Superior Group of Companies (SGC) – Highlights from Noble’s Virtual Conference

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Plowing through the trade fog. Michael Benstock, Chairman and CEO, and Michael Koempel, President and CFO, presented at Noble’s October 8th & 9th Virtual Emerging Growth Conference. This report highlights the company’s fireside Q&A chat, which provided a constructive revenue and earnings growth outlook in spite of trade policy turmoil. Investors may listen to the company’s presentation here.

Diversified operations. The company operates in three segments, healthcare apparel, branded products, and contact centers. Diversification across these three segments provides both growth potential and resilience against macroeconomic uncertainty, including tariffs and political volatility.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Snail (SNAL) – Highlights From Noble’s Virtual Conference

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Snail is a leading, global independent developer and publisher of interactive digital entertainment for consumers around the world, with a premier portfolio of premium games designed for use on a variety of platforms, including consoles, PCs and mobile devices.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Prospects for Stablecoin. This report highlights key takeaways from the company’s presentation at Noble’s Virtual Emerging Growth Conference on October 8th & 9th. Heidy Chow, CFO, and Peter Lin, FP&A outlined the key growth attributes for the company, including its emerging interest in developing a stablecoin. The full presentation may be found here.

Solid 2024 Performance and Franchise Resilience. Snail delivered a strong year, with FY2024 revenue reaching $85 million, supported by its enduring ARK franchise, which has accumulated over 90 million players and 4.1 billion total playtime hours since launch.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

SKYX Platforms (SKYX) – Noble Virtual Conference Highlights

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Patrick McCann, CFA, Research Analyst, Noble Capital Markets, Inc.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Highlights from Noble’s Emerging Growth Virtual Conference. Lenny Sokolow, CEO of SKYX Platforms (NASDAQ: SKYX), presented at Noble’s Virtual Conference on October 8–9, 2025. He discussed growing developer adoption, the upcoming Smart Ceiling Heater / Fan launch, progress toward mandatory code standardization, and reaffirmed expectations for adj. EBITDA inflection in Q4. A rebroadcast can be found here.

Developer partnerships gaining momentum. SKYX continues to expand across the builder channel with projects from Landmark Companies (278-unit Austin apartments), Forte Developments (luxury towers in Miami, Clearwater Beach, and Jupiter), Cavco Homes (premium prefabricated models), and the $3 billion Miami Urban Smart City. These initiatives represent large-scale unit potential and underscore accelerating adoption among professional developers.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Sky Harbour Group (SKYH) – Noble Virtual Conference Highlights

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Patrick McCann, CFA, Research Analyst, Noble Capital Markets, Inc.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Noble virtual conference highlights. Tal Keinan (CEO) and Francisco Gonzalez (CFO) of Sky Harbour Group (NYSE: SKYH) presented at Noble’s Emerging Growth Virtual Conference on October 8–9, 2025. Management highlighted continued lease-up at Phoenix, Dallas, and Denver, steady pre-leasing at Dulles (IAD) and Bradley (BDL), and progress on capital efficiency. A rebroadcast can be found here.

Leasing and pipeline on pace. Operations at Phoenix, Dallas, and Denver are leasing at a good clip, and the company has secured one pre-lease tenant at both IAD and BDL ahead of construction. Sky Harbour now holds long-term ground leases at 18 airports (nine operating, nine in development) and reaffirmed plans to add five more by year-end, bringing the total to 23.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Saga Communications (SGA) – Highlights From Noble’s Virtual Emerging Growth Conference

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Saga Communications, Inc. is a broadcast company whose business is primarily devoted to acquiring, developing and operating radio stations. Saga currently owns or operates broadcast properties in 27 markets, including 79 FM and 33 AM radio stations. Saga’s strategy is to operate top billing radio stations in mid sized markets, defined as markets ranked (by market revenues) from 20 to 200. Saga’s radio stations employ a myriad of programming formats, including Active Rock, Adult Album Alternative, Adult Contemporary, Country, Classic Country, Classic Hits, Classic Rock, Contemporary Hits Radio, News/Talk, Oldies and Urban Contemporary. In operating its stations, Saga concentrates on the development of strong decentralized local management, which is responsible for the day-to-day operations of the stations in their market area and is compensated based on their financial performance as well as other performance factors that are deemed to effect the long-term ability of the stations to achieve financial objectives. Saga began operations in 1986 and became a publicly traded company in December 1992. The stock trades on NASDAQ under the ticker symbol “SGA”.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

A blended growth opportunity. This report highlights a fireside chat with Christopher Forgy, CEO & President, and Samuel Bush, CFO, at Noble’s Virtual Emerging Growth Conference on October 8th & 9th. Management highlighted its attractive growth opportunities from its “blended” advertising strategy. The full presentation may be viewed here.

Blended advertising strategy. Saga’s approach integrates radio (“wanted”), search (“found”), and display (“chosen”) to capture the full consumer journey. Management targets disrupting 5% of local digital ad spend to double annual gross revenue, focusing on 27 small-to-medium-sized markets where the company has trusted community relationships.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

ONE Group Hospitality (STKS) – Randian Adds Some Detail

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Additional Detail. Randian Capital added another post on the social media platform X, providing additional details to its proposed turnaround plan for ONE Group Hospitality. Reportedly, the latest Randian X post was in response to STKS CEO Manny Hilario and CFO Nicole Thaung stating they had not engaged with Randian and were unaware if the firm held shares. The pair reiterated that ONE Group had no changes to guidance or plans for capital deployment being made.

The Driver. As we noted in our September 29th note, Randian believes there is tangible, underutilized value in this franchise—especially in Benihana, a legendary brand with global recognition and untapped potential. However, poor capital allocation, slipping operational execution, and marketing that is failing to drive engagement have resulted in a 60% decline in the share price since the 2024 Benihana acquisition, according to Randian.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

EuroDry (EDRY) – Recovering Rates and Greater Liquidity Enhance Outlook

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

EuroDry Ltd. was formed on January 8, 2018 under the laws of the Republic of the Marshall Islands to consolidate the drybulk fleet of Euroseas Ltd. into a separate listed public company. EuroDry was spun-off from Euroseas Ltd. on May 30, 2018; it trades on the NASDAQ Capital Market under the ticker EDRY. EuroDry operates in the dry cargo, drybulk shipping market. EuroDry’s operations are managed by Eurobulk Ltd., an ISO 9001:2008 and ISO 14001:2004 certified affiliated ship management company and Eurobulk (Far East) Ltd. Inc., which are responsible for the day- to-day commercial and technical management and operations of the vessels. EuroDry employs its vessels on spot and period charters and under pool agreements.

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Vessel sale enhances liquidity. EuroDry recently announced an agreement to sell the M/V Eirini P. to a third party for approximately $8.5 million, with the transaction expected to close in October 2025. The sale is projected to generate a gain of approximately $0.6 million, or roughly $0.21 per share. The proceeds will enhance near-term liquidity and strengthen EuroDry’s flexibility to pursue selective investments in more efficient vessels.

Market environment improving. The dry-bulk market has shown signs of recovery as charter rates have recently rebounded from multi-year lows. The improvement reflects strengthening market sentiment, supported by limited fleet growth and rising expectations for Chinese demand. A historically low orderbook and modest fleet expansion provide a constructive foundation for rate stabilization heading into 2026.

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This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Alliance Entertainment Holding (AENT) – Noble Virtual Conference Highlights

Posted on October 14, 2025October 14, 2025 by cpatches

Tuesday, October 14, 2025

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Management appeared confident. Bruce Ogilvie, Executive Chairman, and Jeffrey Walker, CEO, presented at Noble’s October 8th & 9th Virtual Emerging Growth Conference. This report highlights the company’s presentation and fireside Q&A chat, which provided a sanguine outlook for improved margins into fiscal 2026. Investors may listen to the company’s presentation here.

Favorable margin expansion outlook. Operating margins are expected to expand in fiscal 2026, supported by a full year of the company’s high margin licensing deal with Paramount and development of its Handmade by Robots collectible line. In addition, management anticipates further operating efficiencies.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

BioCryst to Acquire Astria Therapeutics, Expanding HAE Portfolio with Late-Stage Injectable Candidate

Posted on October 14, 2025October 14, 2025 by cpatches

Move expected to strengthen BioCryst’s presence in hereditary angioedema and sustain double-digit growth trajectory

BioCryst Pharmaceuticals, Inc. (NASDAQ: BCRX) has announced plans to acquire Astria Therapeutics, Inc. (NASDAQ: ATXS) in a cash-and-stock transaction valued at approximately $700 million in enterprise value, or about $920 million in aggregate equity value. The deal is designed to expand BioCryst’s hereditary angioedema (HAE) portfolio and enhance its long-term growth prospects.

Under the terms of the agreement, Astria shareholders will receive $8.55 in cash and 0.59 shares of BioCryst common stock for each Astria share. Based on BioCryst’s 20-day volume-weighted average price of $7.54 as of October 8, 2025, the consideration represents an implied value of $13.00 per Astria share, a 53% premium to Astria’s October 13 closing price and a 71% premium to its 20-day VWAP. The transaction, unanimously approved by both boards, is expected to close in the first quarter of 2026, subject to customary conditions. Upon completion, Astria CEO Jill C. Milne, Ph.D., will join the BioCryst board of directors.

The acquisition adds navenibart, Astria’s late-stage, long-acting monoclonal antibody inhibitor of plasma kallikrein, currently in Phase 3 clinical development for HAE prophylaxis. Navenibart’s extended dosing schedule—every three to six months—could offer patients a more convenient alternative to existing injectable treatments.

“With navenibart, BioCryst gains a perfectly complementary second product candidate that fits seamlessly within our HAE core competency,” said Jon Stonehouse, CEO of BioCryst. “Together with Orladeyo, we can offer patients both oral and injectable options that address diverse needs, while driving sustainable growth and profitability.”

The addition of navenibart positions BioCryst to broaden its presence in the rare-disease market. The company expects top-line data from the pivotal ALPHA-ORBIT trial in early 2027 and projects a commercial opportunity among more than 5,000 patients currently treated with injectable prophylaxis for HAE.

BioCryst will also acquire STAR-0310, Astria’s early-stage program for atopic dermatitis, though it plans to pursue strategic alternatives for that asset. Financially, the company anticipates that the transaction will maintain its non-GAAP profitability and positive cash flow, while providing meaningful synergies and accretion to operating profit in the first full year following navenibart’s expected launch. BioCryst projects Orladeyo sales of $580 million to $600 million in 2025, up 34% year-over-year in 2024, and expects the acquisition to reinforce a double-digit growth trajectory through the next decade.

Google to Invest $15 Billion in First AI Hub in India

Posted on October 14, 2025October 14, 2025 by cpatches

New Visakhapatnam facility to accelerate AI innovation, expand infrastructure, and strengthen India–U.S. tech collaboration

Google announced plans to establish its first artificial intelligence (AI) hub in Visakhapatnam (Vizag), Andhra Pradesh, marking its largest-ever investment in India. The $15 billion (USD) commitment, spread over five years from 2026 to 2030, will create a world-class AI and data center ecosystem designed to advance India’s digital and economic transformation.

The new AI hub will integrate AI infrastructure, data center capacity, clean energy generation, and an expanded fiber-optic network, positioning Visakhapatnam as a major AI and connectivity hub for both India and global markets. Developed in partnership with AdaniConneX and Airtel, the purpose-built data center campus will provide gigawatt-scale compute capacity and support low-latency, high-performance AI workloads.

“This digital infrastructure will go a long way in meeting the goals of our India AI mission,” said Shri Ashwini Vaishnaw, India’s Minister for IT. “We thank Google for making this $15 billion investment and for helping re-skill and upskill our IT professionals as part of their agenda.”

Thomas Kurian, CEO of Google Cloud, described the investment as a “landmark step in India’s digital future,” adding that the project reflects a shared commitment by the Indian and U.S. governments to harness AI responsibly for societal benefit.

The initiative aligns with India’s Viksit Bharat 2047 vision, which seeks to drive AI-powered innovation and digital inclusion. According to Google, the hub is expected to generate at least $15 billion in U.S. GDP over five years, reflecting new cross-border economic activity driven by cloud and AI adoption.

The AI hub will also include construction of a new international subsea gateway, connecting multiple subsea cables to Visakhapatnam and integrating with Google’s global network of over two million miles of terrestrial and subsea fiber. The gateway will enhance India’s digital resilience and provide new high-capacity, low-latency pathways that complement existing cable landings in Mumbai and Chennai.

When operational, the Visakhapatnam hub will join Google’s network of AI data centers across 12 countries, benefiting from technology developed by R&D teams in Bengaluru, Hyderabad, and Pune. The project will also advance Google’s sustainability goals, incorporating clean energy generation, transmission lines, and storage systems in Andhra Pradesh to power the facility responsibly.

The announcement comes amid ongoing trade tensions between India and the U.S., including recent tariff disputes and calls for boycotts of foreign goods. Despite the backdrop, Indian officials have reaffirmed their commitment to supporting U.S. investment and facilitating ease of business for multinational partners.

Google’s $15 billion plan follows the company’s broader global data center expansion, with $85 billion in infrastructure spending expected this year alone as demand for AI-driven services accelerates worldwide.

Release – V2X Appoints Jeff Cheatham as Vice President of Contracts and Subcontracts

Posted on October 13, 2025October 13, 2025 by aweinsoff@channelchek.com

Research News and Market Data on VVX

October 13, 2025

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RESTON, Va., Oct. 13, 2025 /PRNewswire/ — V2X, Inc. (NYSE: VVX), today announced the appointment of Jeff Cheatham as Vice President of Contracts and Subcontracts. In this role, Cheatham will oversee all contract strategy, negotiation, and administration activities across the enterprise, ensuring excellence in execution, compliance, and customer engagement in support of V2X’s global operations. He will report to V2X General Counsel, Jeremy Nance.

Cheatham brings more than 25 years of experience in federal contracting, procurement, and business leadership. He joins V2X from Peraton, where he most recently served as Vice President of Contracts. Throughout his career, he has successfully led large-scale contracts organizations, negotiated multi-billion-dollar agreements, and implemented strategic initiatives that strengthened operational performance and profitability.

“Jeff’s extensive experience and leadership in contracts and procurement make him an exceptional addition to our team,” said Jeremy Nance, General Counsel at V2X. “His proven ability to drive operational excellence and foster collaboration across complex organizations aligns perfectly with our mission to deliver trusted, innovative solutions to our customers worldwide.”

Cheatham holds a Master of Business Administration from the University of Maryland’s Robert H. Smith School of Business and a Bachelor of Science in Economics, cum laude, from George Mason University.

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
IR@goV2X.com
719-637-5773

Media Contact
Angelica Spanos Deoudes
Director, Corporate Communications
Angelica.Deoudes@goV2X.com
571-338-5195

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SOURCE V2X, Inc.