Erste Group has revised its rating on water and hygiene giant Ecolab Inc. (NYSE: ECL) from 'Buy' to 'Hold', signaling limited upside at current prices. The move comes despite Ecolab's recent strategic acquisition aimed at capturing growth in the semiconductor and AI infrastructure markets.
Stifel analyst Nathan Jones boosted his price target for A.O. Smith to $85 following a stronger-than-expected fourth quarter, even as the water technology company's 2026 revenue forecast fell short of Wall Street expectations. The mixed report highlights the firm's resilience in North America against persistent challenges in its China operations.
A new financing agreement significantly boosts the national oil company GEPetrol's share in the Aseng gas project, marking a strategic shift towards greater state control and fueling ambitions for a regional Gas Mega Hub.
The Walt Disney Company has ended years of succession speculation by appointing theme parks and experiences head Josh D'Amaro as its next Chief Executive Officer. The 54-year-old company veteran will succeed Bob Iger in March, tasked with steering the media giant through an industry transformed by AI, consolidation, and shifting consumer habits.
Amid economic uncertainty, Illinois Tool Works (ITW) stands out not just as a Dividend Aristocrat, but as a case study in operational discipline. We examine the century-old manufacturer's strategy for maintaining its legendary payout through multiple business cycles.
UBS has downgraded steel giant Nucor to Neutral, acknowledging its powerful pricing-driven rally but questioning its near-term upside. The move follows mixed Q4 results, highlighting the complex dynamics between tariffs, contracts, and spot prices in the steel sector.
Amid a market often captivated by speculative tech stories, German defense specialist Hensoldt (ETR:HAG) presents a case for steady, profitable growth. With rising earnings, robust revenue, and a CEO compensation package notably below industry peers, the company is earning a spot on value-focused watchlists.
UBS raises its price target on the defense and aerospace giant following strong quarterly results, citing improving demand across its Gulfstream, Combat, and Marine units. However, below-consensus guidance and margin pressures keep the firm's rating at Neutral.
Siemens Energy is injecting $64 million into its Painted Post, N.Y., compressor factory, a key piece of a broader $1 billion U.S. investment aimed at meeting soaring electricity demand driven by data centers and AI.
U.S. stock futures climbed Tuesday following a broad market rally, as investors shrugged off volatility in cryptocurrencies and commodities. Wall Street analysts issued a flurry of research calls on major companies, setting the tone for February trading.
After an 11-year legal battle, trucking giant Werner Enterprises has agreed to an $18 million settlement, resolving claims from roughly 100,000 drivers over alleged wage and hour violations. The deal, pending final court approval, marks a significant chapter in the ongoing debate over driver compensation.
Terns Pharmaceuticals has renegotiated its licensing deal for TERN-701, gaining exclusive worldwide rights outside key Asian markets. The strategic move comes after a period of explosive stock performance, but analysts are now scrutinizing whether its premium valuation is justified given its clinical-stage pipeline and lack of revenue.
As economic forecasts shift, five established Nasdaq 100 companies offering substantial dividends are drawing attention from investors prioritizing income and capital preservation for the coming years.
Shares of Canadian materials firm 5N Plus surged after securing an $18.1 million U.S. government grant to expand germanium recycling in Utah and announcing a 25% capacity increase for space-grade solar cells at its German subsidiary, AZUR SPACE, by 2026.
With major U.S. indices trading at historically high multiples, investors are increasingly looking abroad. The Vanguard Total International Stock ETF (VXUS) offers a diversified, value-oriented path to global growth, contrasting sharply with the concentrated tech exposure of the domestic market.
Two Swedish nationals have been convicted of terrorism and attempted murder by a Copenhagen court for a 2024 grenade attack targeting the Israeli embassy. The men, linked to criminal networks, received prison sentences of 12 and 14 years.
As streaming prices climb and household budgets tighten, Americans are finding their finances quietly drained by forgotten subscriptions. Experts reveal practical strategies to audit, bundle, and cancel services without sacrificing entertainment.
A new analysis from Macquarie reveals a pivotal shift: carbon pricing is now being driven more by local political will and regulatory changes than by global emissions trends, creating divergent fortunes for markets from Europe to the Pacific.
A group of former Dell Technologies employees has filed a federal lawsuit accusing the company of breaching its fiduciary duties by retaining underperforming in-house funds in its $14.6 billion retirement plan, allegedly costing participants over $318 million.
Amid a tech-led market rally, Diamond Hill Capital's Large Cap Fund took a contrarian position in the fourth quarter, initiating a stake in natural gas producer EQT Corporation. The fund's latest letter outlines a cautious view on AI euphoria while positioning for resilience in energy fundamentals.
