For The First Time, I'm Covering These 2 Stocks - And I See Huge Upside

Vista Energy, S.A.B. de C.V., is a Strong Buy, benefiting from rapid production growth, high ROACE, and robust free cash flow in Argentina's Vaca Muerta shale. VIST projects $1.5B cumulative FCF (2026–2028) at $65 Brent, implying a 9% yield, rising to 14% at $75 Brent, with significant shareholder returns. Builders FirstSource, Inc., is also rated Strong Buy, leveraging M&A, value-added products, and tech adoption to capitalize on a bottoming housing market.

Seeking Alpha • 15 hours ago

QXO Reports Fourth Quarter 2025 Results

GREENWICH, Conn.--(BUSINESS WIRE)--QXO, Inc. (“QXO” or the “Company”) (NYSE: QXO) today issued its financial results for the fourth quarter 2025, in line with the preliminary fourth-quarter information provided during last month's common stock offering. The Company reported a GAAP basic and diluted loss per common share of $(0.17), primarily reflecting acquisition-related amortization and transaction costs, and an Adjusted Diluted Earnings per Common Share (“Adjusted Diluted EPS”), a non-GAAP f.

Business Wire • Feb 25, 2026

QXO Announces 13 Veteran Recipients of New Roofs

GREENWICH, Conn.--(BUSINESS WIRE)--QXO Inc. (NYSE: QXO) today announced the 13 grand-prize winners of its annual QXO for Veterans initiative, a North American program that honors veterans, Gold Star Families and organizations that serve veterans by providing essential home improvements that restore security, dignity and peace of mind. "As an army veteran myself, it's a privilege for the QXO team to honor the service of these 13 veterans and organizations by providing the security and protection.

Business Wire • Feb 16, 2026

Why QXO Rallied This Week

QXO made its second large acquisition this week with the $2.25 billion buyout of Kodiak Building Partners. The acquired company gives QXO more product diversity and greater exposure to the high-growth Florida and Texas markets.

The Motley Fool • Feb 13, 2026

50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality

My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies with durable business models, high ROIC, pricing power, optionality, strong management, and attractive reinvestment runways over simple valuation metrics. Energy, commercial remodeling, data centers, and AI-driven disruption in fragmented industries are my core secular growth themes.

Seeking Alpha • Feb 13, 2026

QXO to Buy Kodiak Building for $2.25 Billion

QXO agreed to buy closely held building materials distributor Kodiak Building Partners for about $2.25 billion in cash and stock.

WSJ • Feb 11, 2026

Here's Why QXO Stock Shot Higher Today

QXO just announced one of the acquisitions the market was waiting for. The agreement to acquire Kodiak Building Partners will meaningfully boost its addressable market.

The Motley Fool • Feb 11, 2026

QXO to Buy Kodiak Building Partners for $2.25 Billion

GREENWICH, Conn. & ENGLEWOOD, Colo.--(BUSINESS WIRE)--QXO, Inc. (NYSE: QXO) today announced it has entered into a definitive agreement to acquire Kodiak Building Partners (“Kodiak”) from Court Square Capital Partners for approximately $2.25 billion. The transaction is expected to be highly accretive to 2026 earnings and will expand QXO's current addressable market to more than $200 billion. The purchase price comprises $2.0 billion of cash and 13.2 million shares, with QXO retaining the right t.

Business Wire • Feb 11, 2026

Exclusive: Jacobs' QXO to buy Kodiak for $2.25 billion, taking aim at Home Depot and Lowe's, sources say

Building-products distributor QXO , led by billionaire dealmaker Brad Jacobs, has agreed to buy smaller private distributor Kodiak Building Partners for about $2.25  billion, according to two people with direct knowledge of the deal.

Reuters • Feb 11, 2026

This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom

We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and commodities—especially copper, silver, and natural gas. Old economy stocks—miners, energy, infrastructure, and equipment providers—are positioned for substantial re-rating and long-term alpha.

Seeking Alpha • Jan 29, 2026