BigBear.ai's Stock Surge Masks a Critical Investor Dilemma
Despite an 11.8% rally in 2026, BigBear.ai faces a pivotal shareholder vote that could dictate its acquisition-fueled growth strategy and test investor confidence.
Despite an 11.8% rally in 2026, BigBear.ai faces a pivotal shareholder vote that could dictate its acquisition-fueled growth strategy and test investor confidence.
WisdomTree Investments capped off a transformative 2025 with record assets under management, fueled by a landmark European expansion and a burgeoning digital assets platform. The firm's strategic acquisition of Ceres Partners has also opened a new frontier in private markets, setting the stage for continued margin growth in 2026.
Verizon outlined a sweeping operational overhaul on its Q4 2025 earnings call, spotlighting robust subscriber growth post-Frontier acquisition and a sharpened focus on customer retention. The telecom giant announced a massive $25 billion buyback program and committed to slashing costs by $5 billion, while addressing recent network reliability issues head-on.
Coeur Mining's acquisition of New Gold has received final court approval in British Columbia, marking a pivotal step toward creating a larger, diversified precious metals producer. The deal is poised to reshape the competitive landscape for mid-tier gold and silver miners in North America.
The Southern comfort food chain, still reeling from a failed rebrand and customer discontent, now requires traveling staff to eat primarily at its own locations—a move seen as an effort to bolster internal revenue.
Once a high-flying cloud communications leader, Five9 now trades at distressed valuations. With new leadership, activist investors circling, and a deep enterprise footprint, bulls see a prime candidate for a strategic rerating or acquisition.
Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Merck & Co. shifts its cancer drug development playbook, opting for targeted collaborations with Guardant Health and Eikon Therapeutics after walking away from a major acquisition. Analysts debate whether the stock's current price fully reflects its long-term pipeline potential.
Littelfuse shares rallied sharply following the closure of its Basler Electric acquisition, alongside stronger-than-expected Q1 2026 sales guidance and a new dividend declaration, despite posting a significant net loss for Q4 2025.
Axon Enterprise prepares to report Q4 earnings under intense scrutiny, with its high-flying stock under pressure and a major AI acquisition hanging in the balance. Can its public safety tech expansion justify the premium?
The global investment manager reported robust growth in money market and equity strategies during its Q4 2025 earnings call, while detailing expansion into digital assets and the pending acquisition of real estate specialist FCP.
Netflix shares have tumbled from recent highs amid investor skepticism over a potential $72 billion acquisition. Despite the sell-off, some Wall Street firms are upgrading the stock, citing strong fundamentals and a historically attractive valuation.
Gatsby Chocolate, the 'healthy' indulgence that captivated Sharks and shoppers alike, has vanished from shelves. We trace its journey from a multi-million dollar deal that never closed to its quiet demise, exploring what went wrong for a once-promising brand.
Truist Securities raised its price target on Fifth Third Bancorp (FITB) following a robust quarterly performance driven by loan growth and fee income, while slightly adjusting its long-term earnings outlook due to acquisition timing and tax considerations.
Facing a challenging retail climate, brands at the Salon International de la Lingerie doubled down on heritage storytelling, shapewear innovation, and versatile categories like loungewear to support retailers, while navigating market softness and shifting consumer definitions of sensuality.
Campbell Soup Company announces the closure of its Hyannis, Massachusetts snacks facility, consolidating Cape Cod and Kettle Brand production. The move signals a significant supply chain realignment as the CPB stock shows mixed performance, raising questions about long-term value and market positioning.
Altria Group (MO) posted stronger-than-expected Q4 revenue, driven by its core tobacco brands and oral nicotine products, but saw its shares fall as profit margins contracted sharply. The company is betting on a national rollout of its ON! Plus pouches and manufacturing upgrades to fuel its smoke-free future.
Xerox Holdings Corp. reported a 25.7% year-over-year revenue increase to $2.03 billion in Q4 2025, yet fell short of Wall Street expectations. The company's full-year guidance and per-share loss also disappointed analysts, as margin pressures and acquisition integration complexities weigh on its transformation journey.
Moody's Corporation bolsters its risk analytics arsenal with strategic acquisitions of Numerated Growth Technologies and CAPE Analytics, positioning itself at the center of a private credit market under the regulatory microscope.
Diverging analyst views on Celsius Holdings highlight a pivotal moment for the high-flying energy drink stock. While some anticipate strong upcoming earnings, others point to a cooling category, aggressive discounting, and PepsiCo's inventory adjustments as signs of a more challenging road ahead, leaving investors to weigh the brand's resilience against shifting market dynamics.