Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.
A discounted cash flow analysis suggests Hongkong Land Holdings (SGX:H78) is trading close to its intrinsic value. We delve into the model's assumptions and what it means for investors in the current market climate.
Despite a recent stock pullback, ServiceNow's accelerating AI monetization, expanding CRM footprint, and robust operational execution are building a compelling case for long-term growth, analysts say.
As Constellation Brands nears completion of its multi-billion dollar Mexican brewery expansion, analysts project a sharp drop in capital spending after 2028, potentially unleashing nearly $1 billion in additional annual free cash flow and strengthening its position in the premium beer market.
Amidst a global push for reliable, carbon-free power, Centrus Energy Corp. (LEU) emerges as a critical supplier in the nuclear fuel chain. With its stock trading near backlog value and recent financial developments reducing execution risk, analysts see a clear path for growth, particularly as AI and data center energy demands surge.
Shares of OR Royalties (TSX:OR) have retreated nearly 15% over the past week, prompting investors to reassess the valuation of the precious metals royalty company following its multi-year bull run. With the stock still up significantly year-over-year, we examine whether the dip presents a value entry or reflects justified concerns over its premium pricing.
Apple's historic Q1 earnings, fueled by unprecedented iPhone demand, sent its stock on a wild ride. While the results dazzled Wall Street, muted guidance on memory cost pressures and questions about its AI roadmap tempered the celebration.
Aerospace and industrial systems supplier Woodward (WWD) has raised its dividend by 14% on the back of robust first-quarter sales and profit growth. The move signals management's confidence but also prompts fresh scrutiny over whether the stock's current price fully reflects its cyclical positioning and future prospects.
As Alphabet prepares to report its Q4 2025 results, investors are weighing whether its soaring stock price—fueled by Gemini AI integration and cloud growth—has already priced in future success, or if more runway remains.
As the U.S. dollar softens, Airbnb's extensive international footprint positions it for a potential earnings boost, adding a new layer for investors to consider beyond core travel demand.
Gilead Sciences, the biopharma giant known for its HIV treatments, is strategically pivoting to become a major player in cancer therapy. Through targeted licensing and a focus on precision oncology, the company aims to build a multi-billion dollar revenue stream by the end of the decade, reducing its reliance on mature franchises.
XRP has found a tentative footing above $1.50 after a market slump, but on-chain data reveals the recovery is being driven by speculative, short-term holders, casting doubt on its sustainability and highlighting key resistance levels ahead.
DaVita Inc. reported Q4 2025 results in line with expectations, highlighting a milestone first profitable year for its Integrated Kidney Care unit. While revenue per treatment accelerated, the company continues to face pressure from elevated patient mortality and rising benefit costs. Executives provided 2026 guidance projecting mid-single-digit operating income growth and a sharp rise in EPS, buoyed by share buybacks and the stabilization of prior investment losses.
Rambus reported record annual revenue and earnings for fiscal 2025, fueled by strong DDR5 adoption and AI-driven data center growth. While a one-time supply chain issue is expected to pressure Q1 2026 product revenue, management expressed confidence in a swift recovery and sustained long-term momentum.
Palantir Technologies' fourth-quarter earnings reveal a seismic shift, with U.S. commercial revenue for its AI Platform soaring 137%. The data analytics firm posted its highest growth rate as a public company, powered by massive government contracts and enterprise adoption, while setting aggressive targets for the year ahead.
The U.S. dollar climbed to a one-week high, buoyed by unexpectedly strong manufacturing activity and hawkish-leaning Federal Reserve commentary. The rally pressured major currency pairs and sent precious metals tumbling, as markets reassessed the timeline for potential interest rate cuts.
Woodward, Inc. (WWD) kicked off fiscal 2026 with robust first-quarter results, driven by exceptional performance in commercial aerospace services and broad-based industrial growth. The company reported a 29% year-over-year sales increase and a 54% jump in EPS, prompting an upward revision to its annual guidance.
Shares of Huntington Bancshares (HBAN) have climbed over 17% in the past 90 days, closing recently at $17.88. This rally has investors scrutinizing whether the regional bank's stock still holds value after its strong run, with some models suggesting a significant upside to fair value.
Revvity shares have faced significant pressure, down over 13% in the past year. A deep dive into its valuation reveals a stark contradiction: while a cash flow model suggests the stock is undervalued, its price-to-earnings multiple tells a different story. We examine the numbers and what they mean for investors.
Gold and silver prices have soared over the past year, but recent volatility has many consumers and investors weighing whether to cash in on jewelry holdings or hold firm.
