From a 2021 spin-off to a market darling, Vertiv's stock has skyrocketed over 850%, dwarfing the S&P 500. We analyze the key financial metrics—organic growth, cash flow, and capital returns—behind its staggering performance and what it signals for the AI-driven data center boom.
The third-quarter earnings season for leisure facility operators revealed a sector in flux. While Lucky Strike posted strong results and raised guidance, its stock failed to rally, highlighting investor caution amid a broader landscape of wins and misses across the industry.
A proposed settlement has been reached between creditors of the failed FTX exchange and law firm Fenwick & West, which was accused of designing structures that enabled the platform's massive fraud. The deal, pending court approval, marks a significant development in the sprawling litigation following the crypto giant's collapse.
Shares of regional bank City Holding Company (CHCO) have delivered lackluster returns over the past six months, significantly trailing the S&P 500. As investors search for value beyond the market's concentrated leaders, scrutiny of CHCO's fundamentals reveals potential headwinds in net interest income growth and profitability.
Zillow Group's stock has tumbled over 23% in six months, raising questions about its long-term health. Analysis of its sales trends, cash flow, and capital returns suggests underlying challenges, prompting a look at more resilient opportunities in the digital space.
Masco's revenue and profit fell short of expectations last quarter, reflecting broader challenges in the home construction materials industry as high interest rates and economic uncertainty dampen demand.
The third-quarter earnings season for healthcare technology providers revealed a sector in transition, with companies like Astrana Health posting strong revenue gains but facing investor scrutiny over profitability and guidance. While digital transformation tailwinds persist, adoption challenges and tightening hospital budgets are testing the industry's growth narrative.
As the dust settles on fourth-quarter earnings, a clear divergence emerges among regional lenders. While the sector broadly met expectations, individual performances from OceanFirst Financial to Live Oak Bancshares tell a story of strategic bets, merger moves, and the ongoing battle against fintech disruption and economic uncertainty.
As earnings season concludes, regional banks show resilience amid economic uncertainty. While some, like United Community Banks, post solid gains, others face pressure from fintech competition and commercial real estate concerns, painting a complex picture for the sector.
Align Technology (ALGN) prepares to release its fourth-quarter financial results after market close on Wednesday, with investors eyeing whether the dental tech leader can sustain momentum in a competitive medtech landscape.
The semi-trailer and tank container manufacturer is scheduled to release its fourth-quarter results before market open on Wednesday, with analysts forecasting a significant year-over-year revenue decline. The report comes as the heavy transportation equipment sector shows mixed performance.
As Uber prepares to release its fourth-quarter financial results, investors are watching for sustained growth in rides and deliveries amid a volatile market for tech stocks.
Amid a broad sell-off in software stocks, select Wall Street analysts are highlighting Datadog and Atlassian as potential winners, citing their strategic positioning in AI and observability markets.
Claiming Social Security early can lock in a reduced monthly payment for life. But a seldom-discussed provision allows some retirees a one-time chance to reverse that decision—if they act fast and can repay what they've received.
Buoyed by blockbuster demand for its latest hybrid console, Nintendo reports a 51% surge in nine-month profit, with sales nearly doubling to $12 billion. The gaming giant remains on track for a record fiscal year.
American Eagle Outfitters (AEO) is restructuring its supply chain, winding down its Quiet Logistics third-party service and consolidating fulfillment centers. The move comes as the retailer's stock shows strong long-term gains but faces near-term volatility, raising questions about its current valuation and strategic focus.
Global asset manager Invesco reaffirms its commitment to returning capital to shareholders through a steady quarterly dividend and ongoing share repurchases, supported by current free cash flow. The board's latest commentary and regulatory filings aim to provide clarity on the sustainability of its payout policy as the firm navigates a challenging market environment.
PPG Industries reports robust 2025 earnings, completes a major share repurchase, and secures key contracts. While management's 2026 outlook suggests growth is back-half weighted, analysts are divided on whether the stock's current momentum is sustainable.
Shares of NCR Atleos (NATL) have surged nearly 5% in a single day, extending a strong run of gains and putting the fintech infrastructure provider's valuation under the microscope. Analysts see potential upside, but a premium P/E ratio signals investor expectations are running high.
Shares in welding and fabrication specialist ESAB have retreated over 5% this week, prompting investors to re-examine its valuation against a backdrop of strong long-term performance and persistent macroeconomic headwinds.
