Needham Reiterates Buy on Figure Technology, Maintains $55 Price Target

Shares of fintech and financial services companies are trading lower amid elevated bond yields and Fed interest rate expectations, which may dampen enthusiasm for the growth-oriented sector.

Strength Seen in Figure Technology (FIGR): Can Its 5.3% Jump Turn into More Strength?

Figure Technology (FIGR) shares jumped 5.3% to $35.49 on strong volume, driven by growth momentum, the Kiavi acquisition, and an AI-powered lending partnership with Sierra. The company is expected to report quarterly earnings of $0.33 per share with revenues up 59.9% year-over-year. With a 1.6% upward revision in EPS estimates over the past 30 days and a Zacks Rank #1 (Strong Buy) rating, analysts are optimistic about continued strength.

Here's Why You Should Hold on to Republic Services Stock for Now

Republic Services (RSG) reported strong pricing power with 6.4% core price growth driving 90 basis points of Q2 margin expansion, outpacing cost inflation. The company raised 2026 adjusted free cash flow guidance to $2.54-$2.575B and increased its quarterly dividend. However, the company faces ongoing volume pressure with organic volumes declining 1.9% year-over-year and residential volumes expected to remain negative through 2027. Environmental Solutions segment showed promise with sequential revenue gains and margin expansion.

Here's Why You Should Hold on to GDS Holdings Stock for Now

GDS Holdings Limited has fallen 29.8% over six months despite strong fundamentals. The company booked record 470 MW in H1'26 driven by AI demand and hyperscale customer wins, with 2026 revenues projected to grow 17.4% to $1.9 billion. However, margin pressure from rising utility costs and significant debt from capital-intensive expansion pose risks to profitability.