Blab Business
Undercovered Dozen Highlights: High-Yield Blue Owl, IBMs Quantum Deal, and Hims & Hers Novo Nordisk Partnership
The weekly Undercovered Dozen series from Seeking Alpha spotlights twelve lesser‑covered stocks that have attracted recent attention. The current edition focuses on four companies that have experienced notable developments over the past week.
Blue Owl Capital (NYSE: OWL) has drawn interest from income‑focused investors after the firm announced a dividend increase that brings its yield close to 10%. The company’s dividend policy is supported by a BBB+ investment‑grade rating and a strong asset‑under‑management (AUM) growth trajectory. According to a Seeking Alpha article, Blue Owl’s dividend yield is near a three‑year high, and the firm is targeting double‑digit total returns through 2026 as its shares recover.
IBM (NYSE: IBM) secured a significant federal incentive as the U.S. government announced a $1 billion equity stake in the company’s quantum computing roadmap. The investment is part of a broader $2 billion CHIPS Act allocation that will provide minority, non‑controlling equity stakes to nine quantum‑focused firms. IBM’s stake is tied to the development of its quantum systems, including the Quantum Starling platform slated for 2029. The announcement follows a series of government letters of intent issued on May 21, 2026, that also cover companies such as D‑Wave, Rigetti, and GlobalFoundries.
The quantum computing sector remains speculative, but it is attracting capital due to its projected compound annual growth rate of 35% in the nascent market. IBM’s roadmap emphasizes the delivery of quantum advantage demonstrations by the end of 2026, with plans to deploy a 120‑qubit processor in multiple modules. The company’s investment in quantum hardware is part of a broader strategy that includes its largest quantum fleet and collaborations with academic and industry partners.
Hims & Hers Health (NASDAQ: HIMS) achieved a “Strong Buy” rating in the series, driven by a new partnership with Novo Nordisk. Under the agreement, Hims & Hers will distribute Novo’s obesity and diabetes drugs, including the branded Wegovy, through its telehealth platform. The partnership follows a lawsuit filed by Novo Nordisk earlier in the year, and the deal is expected to expand Hims & Hers’ presence in the GLP‑1 market. The company’s membership model will bundle the medication with its digital health services.
These developments illustrate a mix of income‑seeking strategies, federal support for emerging technologies, and strategic alliances in the health‑tech space. Blue Owl’s dividend move appeals to yield investors, IBM’s quantum stake signals continued government backing for advanced computing, and Hims & Hers’ Novo Nordisk collaboration positions the company for growth in a high‑margin pharmaceutical segment.
At present, Blue Owl’s share price remains volatile as investors weigh the credit‑fund focus against the attractive dividend. IBM’s quantum investment is still in the early stages of implementation, and the company has not yet disclosed a timeline for the equity stake’s impact on earnings. Hims & Hers is preparing to roll out Wegovy distribution in the coming months, with the company’s stock reflecting the partnership’s potential upside. Market participants will monitor upcoming earnings releases, regulatory filings, and the progress of the quantum program to assess the long‑term implications of these moves.
Blue Owl Capital (NYSE: OWL) has drawn interest from income‑focused investors after the firm announced a dividend increase that brings its yield close to 10%. The company’s dividend policy is supported by a BBB+ investment‑grade rating and a strong asset‑under‑management (AUM) growth trajectory. According to a Seeking Alpha article, Blue Owl’s dividend yield is near a three‑year high, and the firm is targeting double‑digit total returns through 2026 as its shares recover.
IBM (NYSE: IBM) secured a significant federal incentive as the U.S. government announced a $1 billion equity stake in the company’s quantum computing roadmap. The investment is part of a broader $2 billion CHIPS Act allocation that will provide minority, non‑controlling equity stakes to nine quantum‑focused firms. IBM’s stake is tied to the development of its quantum systems, including the Quantum Starling platform slated for 2029. The announcement follows a series of government letters of intent issued on May 21, 2026, that also cover companies such as D‑Wave, Rigetti, and GlobalFoundries.
The quantum computing sector remains speculative, but it is attracting capital due to its projected compound annual growth rate of 35% in the nascent market. IBM’s roadmap emphasizes the delivery of quantum advantage demonstrations by the end of 2026, with plans to deploy a 120‑qubit processor in multiple modules. The company’s investment in quantum hardware is part of a broader strategy that includes its largest quantum fleet and collaborations with academic and industry partners.
Hims & Hers Health (NASDAQ: HIMS) achieved a “Strong Buy” rating in the series, driven by a new partnership with Novo Nordisk. Under the agreement, Hims & Hers will distribute Novo’s obesity and diabetes drugs, including the branded Wegovy, through its telehealth platform. The partnership follows a lawsuit filed by Novo Nordisk earlier in the year, and the deal is expected to expand Hims & Hers’ presence in the GLP‑1 market. The company’s membership model will bundle the medication with its digital health services.
These developments illustrate a mix of income‑seeking strategies, federal support for emerging technologies, and strategic alliances in the health‑tech space. Blue Owl’s dividend move appeals to yield investors, IBM’s quantum stake signals continued government backing for advanced computing, and Hims & Hers’ Novo Nordisk collaboration positions the company for growth in a high‑margin pharmaceutical segment.
At present, Blue Owl’s share price remains volatile as investors weigh the credit‑fund focus against the attractive dividend. IBM’s quantum investment is still in the early stages of implementation, and the company has not yet disclosed a timeline for the equity stake’s impact on earnings. Hims & Hers is preparing to roll out Wegovy distribution in the coming months, with the company’s stock reflecting the partnership’s potential upside. Market participants will monitor upcoming earnings releases, regulatory filings, and the progress of the quantum program to assess the long‑term implications of these moves.
