Carnival Corporation & plc posts historic annual earnings, reinstates its dividend, and receives a price target upgrade from TD Cowen, underscoring resilient consumer demand despite sector-wide pricing pressures.
Packaging giant Ball Corporation (NYSE: BALL) delivered a robust fourth-quarter performance for 2025, surpassing revenue and profit expectations. The company's focus on operational discipline and shareholder returns, including $1.54 billion in buybacks and dividends, capped a record year.
Meridian Corporation (NASDAQ: MRBK) announced an increase in its quarterly dividend payout to $0.14 per share, scheduled for February 17. The move comes as the regional bank's stock has surged 30% over the past quarter, though analysts urge caution regarding its long-term earnings trajectory.
Offshore drilling contractor Noble Corporation bolsters its forward workload with a series of new multi-year contracts totaling approximately $1.3 billion, headlined by a major harsh-environment rig award in Norway, signaling a strategic geographic expansion and renewed confidence in the offshore cycle.
Beyond the headlines of rocket launches, companies building the critical infrastructure for the orbital economy are gaining strategic importance. Redwire Corporation (NYSE: RDW), with its niche technologies powering everything from lunar missions to potential space-based data centers, presents a compelling, if complex, investment thesis in the burgeoning space sector.
A deep dive into the bullish investment thesis for American Resources Corporation (AREC), which hinges on its proprietary rare earth processing technology and a pivotal $1.4 billion U.S. government partnership aimed at reducing reliance on China.
Despite a dominant position in analytical instruments, Waters Corporation faces headwinds from a slowing Chinese market and elevated debt. We examine the investment thesis for the life sciences tools provider, weighing its recurring revenue model against current valuation concerns.
Despite near-term headwinds in the housing market, Pool Corporation (POOL) is showing signs of resilient fundamentals. With revenue growth turning positive and a robust balance sheet, analysts argue the pool supplies distributor is positioned for a rebound as macroeconomic conditions potentially improve.
After a period of significant volatility, Neogen Corporation (NEOG) is showing signs of a sustainable operational turnaround under new leadership, with its latest quarterly results beating expectations and prompting a rare guidance upgrade.
Pzena Investment Management's latest quarterly commentary reveals its Focused Value Strategy lagged behind the broader value index in Q4 2025, with agricultural sciences firm FMC Corporation highlighted as a key underperformer amid a market dominated by AI and mega-cap stocks.
Zions Bancorporation has authorized a new $75 million stock repurchase program, a move analysts see as a bet on its undervalued shares and a commitment to shareholder returns as regional banks navigate a cautious regulatory environment.
Despite outperforming key benchmarks, APA Corporation faces a wall of analyst skepticism. With shares already trading above the average price target, the energy producer's disciplined strategy collides with muted expectations for near-term gains.
Packaging giant Ball Corporation (NYSE: BALL) is scheduled to release its quarterly earnings before Tuesday's market open. Investors are watching for signs of sustained growth as the industry navigates shifting demand and cost pressures.
Kirby Corporation (KEX), a leading tank barge operator, is attracting significant institutional capital amid strong quarterly results and optimistic guidance, with its stock rising 11% year-to-date.
A discounted cash flow analysis suggests Eupe Corporation Berhad (KLSE:EUPE) may be trading close to its intrinsic value. We examine the assumptions behind the numbers and what investors should consider beyond the model.
Olin Corporation's (NYSE: OLN) stock performance tells a conflicting story: a recent monthly gain contrasts sharply with steep multi-year declines. A deep dive into the numbers reveals a stark divide between cash flow-based and earnings-based valuation models, leaving investors to question where true value lies in the volatile chemicals sector.
While PPL's stock has trailed the broader market over the past year, recent quarterly beats and a stable regulatory profile have analysts maintaining a 'Moderate Buy' stance, albeit with tempered near-term expectations.
SLM Corp., the student lending giant, faces mounting class action lawsuits alleging it misled investors about loan delinquencies and risk controls. The legal storm coincides with the appointment of a new technology chief, spotlighting the firm's operational challenges.
Shares of the parent company of The North Face and Vans have shown recent strength, but a deeper look reveals persistent challenges and a debate over whether the apparel giant is truly undervalued or still overpriced relative to its fundamentals.
Baird upgrades Pool Corp to Outperform, citing cyclical recovery and resilient discretionary spending in the pool and outdoor living sector, with a price target of $320.
