LWAY, SKIL among consumer staples movers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2024
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Should l Buy SKIL?
Source: SeekingAlpha
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Analyst Views on SKIL
About SKIL
Skillsoft Corp. provides personalized, interactive learning experiences and enterprise-ready solutions. The Company operates through two segments: Talent Development Solutions (TDS), and Global Knowledge (GK). Its TDS segment is comprised of both its organization platform and learner platform. GK segment includes its instructor-led training (ILT) platform. The Company provides more than 300,000 learning assets and more than 225,000 hours of learning experiences designed to help organizations and learners build critical technology, leadership, business, and compliance skills. Powered by artificial intelligence (AI) and strengthened by a broad ecosystem of partners, the Company’s platform helps customers solve some of business challenges including bridging skill gaps, improving talent retention, driving digital transformation, and future-proofing the workforce.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AREX Capital Management Acquires Callaway Shares
- New Investment Position: AREX Capital Management disclosed in a February 17, 2026 SEC filing that it established a new position in Callaway Golf Company by acquiring 453,000 shares, valued at an estimated $5.29 million, indicating confidence in the company's prospects.
- Significant Holding Proportion: This acquisition positions Callaway to account for 15.03% of AREX's reportable 13F assets, marking its importance within the fund's top five holdings, which may influence future investment strategies.
- Strong Stock Performance: As of February 28, 2026, Callaway shares were priced at $14.06, reflecting a 115.3% increase over the past year, significantly outperforming the S&P 500 by 99.78 percentage points, suggesting optimistic market sentiment regarding its recovery.
- Strategic Restructuring Signal: Following the merger with Topgolf, Leonard Green & Partners acquired a 60% stake in Topgolf in early 2026, and this spinoff aims to help Callaway sharpen its strategic focus, indicating potential for future growth despite inherent risks.
See More
AREX Capital Management Acquires Stake in Callaway Golf Company
- New Investment Position: On February 17, 2026, AREX Capital Management established a new position in Callaway Golf Company by acquiring 453,000 shares valued at $5.29 million, representing 15.03% of its reportable 13F assets.
- Portfolio Structure Shift: This acquisition positions Callaway as the second-largest holding for AREX, following EHAB, which is valued at $22.99 million and constitutes 65.36% of its AUM, reflecting AREX's confidence in the golf sector.
- Stock Price Recovery: As of February 28, 2026, Callaway's stock price reached $14.06, marking a 115.3% increase over the past year and outperforming the S&P 500 by 99.78 percentage points, indicating optimistic market expectations for future growth.
- Strategic Restructuring Signal: Following its merger with Topgolf in 2021, the acquisition of a 60% stake in Topgolf by Leonard Green & Partners in early 2026 suggests that Callaway is focusing on core operations, potentially enhancing growth prospects, although structural changes may lead to increased volatility.
See More
Skillsoft Grants Restricted Stock Units to New SVP
- Executive Inducement: On February 18, 2026, Skillsoft granted 25,000 restricted stock units (RSUs) to newly appointed SVP David Koehn as a material inducement for his hiring on January 5, 2026, highlighting the company's commitment to attracting top talent.
- Vesting Schedule: The RSUs will vest ratably over four years, contingent upon Koehn's continued employment through each vesting date, aiming to enhance executive retention and align leadership with the company's long-term strategic goals.
- Compliance Announcement: This stock grant is made under the employment inducement exemption per NYSE Listed Company Manual Rule 303A.08, ensuring compliance with regulations and public disclosure of such incentives, thereby enhancing corporate transparency.
- Company Overview: Skillsoft is a global leader in AI-native skills management, serving over 105 million learners and helping enterprises close critical skill gaps while accelerating transformation, underscoring its significance in the rapidly evolving AI era.
See More
Skillsoft Grants 95,000 RSUs to New CTO Bernard Barbour
- Executive Incentive: On February 18, 2026, Skillsoft granted 95,000 restricted stock units (RSUs) to newly appointed Chief Technology Officer Bernard Barbour as a significant inducement for his hiring on December 8, 2025, reflecting the company's commitment to attracting top executive talent.
- Stock Unit Structure: Of the RSUs granted, 50% will vest ratably over four years, while the remaining 50% will vest based on the achievement of specified annual revenue growth targets by January 1, 2029, with a potential maximum of 175%, incentivizing Barbour's long-term contributions to the company.
- Compliance Announcement: Skillsoft issued this announcement in accordance with NYSE Listed Company Manual Rule 303A.08, ensuring transparency and adherence to regulatory requirements, thereby enhancing investor confidence.
- Company Overview: As a global leader in AI-native skills management, Skillsoft focuses on personalized learning and real-time skills intelligence to help enterprises close critical skill gaps, supporting over 105 million learners and solidifying its market leadership position.
See More
Centerra Gold and Three Value Stocks to Buy Amid Market Uncertainty
- Market Uncertainty Intensifies: The U.S. market faces increased volatility in early 2026 due to trade threats from the Trump administration and rising geopolitical risks, which diminishes investor confidence and elevates the importance of value investing.
- Positive Outlook for Centerra Gold: Centerra Gold anticipates a 48% year-over-year growth in EPS for 2026, with estimates raised by 17 cents over the past week, reflecting strong performance driven by rising gold prices and effective cost control.
- Strategic Restructuring at Plains GP Holdings: Plains GP Holdings plans to exit the Canadian NGL business, expected to enhance cash flow and financial flexibility, with a projected 27% growth in EPS for 2026 and a 30-cent increase in estimates over the past 60 days.
- Expansion of Angi's Digital Marketplace: Angi forecasts a 36% year-over-year growth in EPS for 2026, with estimates raised by 16 cents in the past week, as it aims to launch a modern AI platform to improve operational efficiency, showcasing its growth potential in essential home services.
See More
Ciena, Skillsoft, and Patria Investments Show Strong Growth Potential
- Ciena Earnings Estimate Boost: Ciena Corporation (CIEN) has seen its current year earnings estimate increase by 22.3% over the past 60 days, indicating strong growth potential in the network technology sector and solidifying its Zacks Rank of 1.
- Skillsoft Earnings Growth: Skillsoft Corp. (SKIL) has experienced a 19.8% increase in its current year earnings estimate in the last 60 days, with a PEG ratio of 0.20, significantly lower than the industry average of 0.76, highlighting its competitive edge in the digital learning solutions market.
- Patria Investments Earnings Adjustment: Patria Investments Limited (PAX) has seen a modest 1.6% increase in its current year earnings estimate over the past 60 days, and with a PEG ratio of 0.81, it demonstrates solid performance in the private equity sector.
- Semiconductor Market Growth Outlook: The global semiconductor manufacturing market is projected to grow from $452 billion in 2021 to $971 billion by 2028, indicating strong market opportunities for companies like Ciena, Skillsoft, and Patria amidst rising demand for artificial intelligence, machine learning, and Internet of Things technologies.
See More
AREX Capital Management Acquires Callaway Shares
- New Investment Position: AREX Capital Management disclosed in a February 17, 2026 SEC filing that it established a new position in Callaway Golf Company by acquiring 453,000 shares, valued at an estimated $5.29 million, indicating confidence in the company's prospects.
- Significant Holding Proportion: This acquisition positions Callaway to account for 15.03% of AREX's reportable 13F assets, marking its importance within the fund's top five holdings, which may influence future investment strategies.
- Strong Stock Performance: As of February 28, 2026, Callaway shares were priced at $14.06, reflecting a 115.3% increase over the past year, significantly outperforming the S&P 500 by 99.78 percentage points, suggesting optimistic market sentiment regarding its recovery.
- Strategic Restructuring Signal: Following the merger with Topgolf, Leonard Green & Partners acquired a 60% stake in Topgolf in early 2026, and this spinoff aims to help Callaway sharpen its strategic focus, indicating potential for future growth despite inherent risks.
See More
AREX Capital Management Acquires Stake in Callaway Golf Company
- New Investment Position: On February 17, 2026, AREX Capital Management established a new position in Callaway Golf Company by acquiring 453,000 shares valued at $5.29 million, representing 15.03% of its reportable 13F assets.
- Portfolio Structure Shift: This acquisition positions Callaway as the second-largest holding for AREX, following EHAB, which is valued at $22.99 million and constitutes 65.36% of its AUM, reflecting AREX's confidence in the golf sector.
- Stock Price Recovery: As of February 28, 2026, Callaway's stock price reached $14.06, marking a 115.3% increase over the past year and outperforming the S&P 500 by 99.78 percentage points, indicating optimistic market expectations for future growth.
- Strategic Restructuring Signal: Following its merger with Topgolf in 2021, the acquisition of a 60% stake in Topgolf by Leonard Green & Partners in early 2026 suggests that Callaway is focusing on core operations, potentially enhancing growth prospects, although structural changes may lead to increased volatility.
See More
Skillsoft Grants Restricted Stock Units to New SVP
- Executive Inducement: On February 18, 2026, Skillsoft granted 25,000 restricted stock units (RSUs) to newly appointed SVP David Koehn as a material inducement for his hiring on January 5, 2026, highlighting the company's commitment to attracting top talent.
- Vesting Schedule: The RSUs will vest ratably over four years, contingent upon Koehn's continued employment through each vesting date, aiming to enhance executive retention and align leadership with the company's long-term strategic goals.
- Compliance Announcement: This stock grant is made under the employment inducement exemption per NYSE Listed Company Manual Rule 303A.08, ensuring compliance with regulations and public disclosure of such incentives, thereby enhancing corporate transparency.
- Company Overview: Skillsoft is a global leader in AI-native skills management, serving over 105 million learners and helping enterprises close critical skill gaps while accelerating transformation, underscoring its significance in the rapidly evolving AI era.
See More
Skillsoft Grants 95,000 RSUs to New CTO Bernard Barbour
- Executive Incentive: On February 18, 2026, Skillsoft granted 95,000 restricted stock units (RSUs) to newly appointed Chief Technology Officer Bernard Barbour as a significant inducement for his hiring on December 8, 2025, reflecting the company's commitment to attracting top executive talent.
- Stock Unit Structure: Of the RSUs granted, 50% will vest ratably over four years, while the remaining 50% will vest based on the achievement of specified annual revenue growth targets by January 1, 2029, with a potential maximum of 175%, incentivizing Barbour's long-term contributions to the company.
- Compliance Announcement: Skillsoft issued this announcement in accordance with NYSE Listed Company Manual Rule 303A.08, ensuring transparency and adherence to regulatory requirements, thereby enhancing investor confidence.
- Company Overview: As a global leader in AI-native skills management, Skillsoft focuses on personalized learning and real-time skills intelligence to help enterprises close critical skill gaps, supporting over 105 million learners and solidifying its market leadership position.
See More
Centerra Gold and Three Value Stocks to Buy Amid Market Uncertainty
- Market Uncertainty Intensifies: The U.S. market faces increased volatility in early 2026 due to trade threats from the Trump administration and rising geopolitical risks, which diminishes investor confidence and elevates the importance of value investing.
- Positive Outlook for Centerra Gold: Centerra Gold anticipates a 48% year-over-year growth in EPS for 2026, with estimates raised by 17 cents over the past week, reflecting strong performance driven by rising gold prices and effective cost control.
- Strategic Restructuring at Plains GP Holdings: Plains GP Holdings plans to exit the Canadian NGL business, expected to enhance cash flow and financial flexibility, with a projected 27% growth in EPS for 2026 and a 30-cent increase in estimates over the past 60 days.
- Expansion of Angi's Digital Marketplace: Angi forecasts a 36% year-over-year growth in EPS for 2026, with estimates raised by 16 cents in the past week, as it aims to launch a modern AI platform to improve operational efficiency, showcasing its growth potential in essential home services.
See More
Ciena, Skillsoft, and Patria Investments Show Strong Growth Potential
- Ciena Earnings Estimate Boost: Ciena Corporation (CIEN) has seen its current year earnings estimate increase by 22.3% over the past 60 days, indicating strong growth potential in the network technology sector and solidifying its Zacks Rank of 1.
- Skillsoft Earnings Growth: Skillsoft Corp. (SKIL) has experienced a 19.8% increase in its current year earnings estimate in the last 60 days, with a PEG ratio of 0.20, significantly lower than the industry average of 0.76, highlighting its competitive edge in the digital learning solutions market.
- Patria Investments Earnings Adjustment: Patria Investments Limited (PAX) has seen a modest 1.6% increase in its current year earnings estimate over the past 60 days, and with a PEG ratio of 0.81, it demonstrates solid performance in the private equity sector.
- Semiconductor Market Growth Outlook: The global semiconductor manufacturing market is projected to grow from $452 billion in 2021 to $971 billion by 2028, indicating strong market opportunities for companies like Ciena, Skillsoft, and Patria amidst rising demand for artificial intelligence, machine learning, and Internet of Things technologies.
See More
