Cabot Corporation

Business

Olin Stock Surges 11% on Strong Sales Momentum, Despite Annual Loss

Shares of chemical manufacturer Olin Corporation (NYSE: OLN) jumped nearly 11% on Wednesday, extending a three-day rally as the market reacted to its 2025 sales growth. The gain comes despite the company reporting a swing to an annual net loss, highlighting investor focus on revenue resilience amid a challenging chemical sector environment.

Feb 5, 2026

Business

UGI Taps Strategy Veteran Amid Stock Price Concerns, Charts New Growth Path

Energy distributor UGI Corporation appoints Sidd Manjeshwar as its first-ever Chief Strategy Officer, signaling a renewed focus on long-term planning and value creation as its shares trade below analyst estimates.

Feb 5, 2026

Business

Scotiabank Trims Oracle Price Target to $220, Maintains Bullish Stance on Cloud and AI Prospects

Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.

Feb 5, 2026

Business

Fortive Posts Strong Q4, Eyes Growth in 2026 as 'New Fortive' Strategy Takes Hold

Fortive Corporation capped off 2025 with accelerating revenue growth and robust cash flow, as its operational reset begins to yield results. The industrial tech firm issued confident 2026 guidance, backed by strategic share buybacks and a focus on high-margin software and recurring revenue streams.

Feb 5, 2026

Business

NVIDIA's AI Engine: Analysts See Sustained Growth Fueled by Compute Demand and Scaling Laws

NVIDIA Corporation's strategic positioning at the center of the AI infrastructure boom continues to draw bullish investor sentiment. Analysts point to robust free cash flow growth, massive projected revenue from new platforms, and the enduring impact of AI scaling laws as key drivers for long-term value.

Feb 5, 2026

Business

Centene's Q4 Earnings Preview: Can the Health Insurer Extend Its Beat Streak Amid Sector Turbulence?

Centene Corporation is set to report fourth-quarter earnings before the bell Friday. Investors will scrutinize whether the Medicaid-focused managed care giant can maintain its impressive track record of topping revenue estimates, even as the broader health insurance sector faces headwinds.

Feb 5, 2026

Business

Redwire's Sky-High Valuation Faces Gravity Check Amid Space Sector Buzz

As Redwire Corporation rides a wave of space contract news, a stark disconnect emerges between its market price and fundamental valuation. Deep-dive analysis suggests the stock is significantly overvalued, raising questions about investor optimism in the high-risk space infrastructure sector.

Feb 5, 2026

Business

Mega First Corp's Share Price Slump Belies Solid Fundamentals: A Market Mispricing?

Despite a 14% share price decline over three months, Mega First Corporation Berhad (KLSE:MFCB) exhibits robust financial health with a strong Return on Equity. Analysts are questioning why this hasn't translated into higher growth, probing whether the market is overlooking its underlying value.

Feb 5, 2026

Business

Redwire Shares Tumble 24.5% Despite Major Defense Contract Win, PE Firm Exits Stake

Redwire Corporation faces a sharp sell-off following its selection for the MDA's massive SHIELD program, coinciding with a major share sale by private equity backer AE Industrial Partners. Analysts debate whether the stock's plunge represents a buying opportunity or reflects deeper concerns over profitability and dilution.

Feb 5, 2026

Business

Wabtec and Union Pacific Forge $1.2 Billion Landmark Deal to Modernize Fleet, Signaling Rail Industry's Digital Shift

Wabtec Corporation and Union Pacific Railroad have inked a historic $1.2 billion agreement to upgrade 1,700 locomotives, marking the largest modernization program in North American rail history and spotlighting the industry's push for efficiency and digital transformation.

Feb 5, 2026

Business

Newmont Shares Slide 11% Amid Gold Market Turbulence and Earnings Uncertainty

Newmont Corporation faces heightened volatility as investors weigh gold price swings, integration of Newcrest assets, and cost pressures ahead of its February 2026 earnings report. The stock's recent pullback underscores the market's sensitivity to both macroeconomic factors and company-specific execution risks.

Feb 5, 2026

Business

Fox Corp. Defies Political Ad Downturn, Posts Record Revenue on Strong News and Sports Performance

Fox Corporation surpassed Wall Street's revenue forecasts for its fiscal second quarter, driven by robust advertising demand for Fox News and Major League Baseball playoffs, even without the boost of a major election cycle.

Feb 4, 2026

Business

Cramer's Farmland Fund Fumble: Gladstone Land Draws Cryptic "Kaching" Remark

CNBC's Jim Cramer offered a puzzling, dismissive take on Gladstone Land Corporation during a recent Lightning Round, sending the farmland REIT into the spotlight. We examine the context behind his comments and the stock's niche in the agricultural real estate market.

Feb 4, 2026

Business

SLM Corp Faces Legal Storm Over Loan Delinquency Disclosures, Investors Weigh Long-Term Value

Student loan giant SLM Corporation confronts securities class actions alleging it failed to adequately disclose rising early-stage delinquencies, casting a shadow over its recent financial performance and valuation narrative.

Feb 4, 2026

Business

Nordson's Steady Returns: A Reliable Performer in a Volatile Market

While Nordson Corporation may not be chasing explosive growth, its consistent 14% return on capital employed and disciplined reinvestment strategy have delivered solid, long-term value for shareholders. We analyze the stability behind the industrial technology leader's performance.

Feb 4, 2026

Business

Fortive Posts Strong Q4, Outlines Ambitious 2026 Growth Strategy Under New Leadership

Fortive Corporation (NYSE: FTV) capped off its first year as a refocused industrial technology leader with robust fourth-quarter results, exceeding guidance and launching an aggressive share repurchase program. CEO Olumide Soroye detailed the early success of the 'Fortive Accelerator' strategy, projecting confidence in sustained organic growth and disciplined capital allocation for the year ahead.

Feb 4, 2026

Business

Wabash Navigates Prolonged Freight Downturn, Sees Early Signs of Stabilization in 2025 Earnings Report

Wabash National Corporation reported a challenging fourth quarter, with revenue and earnings falling short of expectations amid persistent softness in freight and industrial markets. While the company implemented cost-cutting measures, including facility idlings, its Parts & Services segment showed notable resilience, growing 33% year-over-year.

Feb 4, 2026

Business

Gold Giant Barrick Gets Bullish Boost: UBS Joins Major Banks in Lifting Price Targets

Barrick Gold Corporation sees a wave of analyst optimism as UBS, JPMorgan, and Scotiabank raise price targets, citing strong central bank demand, geopolitical uncertainty, and the stock's discounted valuation.

Feb 4, 2026

Business

CSX Navigates Headwinds: Analysts Adjust Targets After Mixed Q4 Results

Following CSX Corporation's Q4 earnings, major Wall Street firms have recalibrated their price targets. While near-term challenges are acknowledged, the long-term outlook for the railroad giant hinges on margin recovery and a demand rebound.

Feb 4, 2026

Business

WillScot Holdings Insiders Signal Confidence with $1.09 Million Stock Purchase

A coordinated wave of insider buying at WillScot Holdings Corporation, totaling over $1 million, suggests leadership optimism about the modular space and workforce solutions provider's trajectory, despite a recent dip in share price.

Feb 4, 2026