Robust quarterly reports from AI partner Palantir and chip-testing giant Teradyne, both citing surging AI-related demand, set a bullish tone for Nvidia's upcoming earnings release this week.
Activist investor Nelson Peltz criticizes Disney's succession plan, alleging Josh D'Amaro's appointment as CEO-in-waiting provides Bob Iger a pretext to remain deeply involved. The board defends its choice, highlighting D'Amaro's operational prowess and strategic vision.
Once-dominant WPP plc, trading near multi-year lows, is sparking debate among value investors. With a new tech-focused CEO and deep structural changes underway, some see a classic turnaround story in the making, while others remain wary of its debt and competitive pressures.
After a punishing downturn, offshore drilling contractor Borr Drilling shows signs of a sustained operational and financial turnaround, driven by contract resumptions, extensions, and a tightening market for its modern jackup fleet.
The Clorox Company reported fiscal second-quarter results largely in line with internal forecasts, citing a challenging macro environment and temporary disruptions from its ongoing ERP system implementation. Management highlighted sequential improvement through the quarter and outlined a path to margin recovery and growth driven by innovation in the latter half of the fiscal year.
Packaging giant Amcor reaffirms its fiscal 2026 outlook, reporting Q2 results in line with expectations. The company highlights accelerating synergies from its Berry acquisition and plans to review a portfolio of non-core businesses valued at approximately $2.5 billion.
Varonis Systems detailed its strategic pivot during its Q4 2025 earnings, highlighting a fast-growing SaaS segment against a shrinking legacy business. The company announced new financial disclosures and an acquisition to bolster its AI security offerings as it aims to complete its transition to a 100% SaaS model by the end of 2026.
Transcat (TRNS) reported a 26% surge in Q3 fiscal 2026 revenue, driven by strong performance in both its service and distribution segments. While strategic acquisitions and a favorable shift toward higher-margin instrument rentals boosted results, the company posted a net loss due to one-time charges and amortization costs.
After navigating past strategic missteps, online automotive marketplace CarGurus (CARG) is emerging as a leaner, more focused business. With a dominant market position, pricing power, and a cyclical recovery in the used car sector on the horizon, analysts see significant upside potential for the stock.
A critical analysis of Progress Software Corporation (PRGS) highlights concerns over its leveraged balance sheet, reliance on acquisitions for growth, and weakening core operational metrics, suggesting potential near-term challenges for investors.
Amid market skepticism toward mid-cap consumer staples, Post Holdings (POST) presents a compelling contrarian case. With shares trading near historical valuation lows and a management team renowned for shrewd capital allocation, analysts point to a looming free cash flow surge and aggressive buybacks as potential catalysts for a significant rerating.
The U.S. Coast Guard has ended its search and identified the seven crew members presumed dead after the commercial fishing vessel 'Lily Jean' sank off Cape Ann, Massachusetts. A formal investigation into the cause of the disaster is now underway.
Shares of Chemed Corporation (NYSE: CHE), the unique parent of VITAS Healthcare and Roto-Rooter, have fallen roughly one-third from recent highs. A detailed analysis suggests the sell-off, driven by temporary issues at its hospice segment, may have created a compelling valuation opportunity for patient investors.
A new poll reveals deep economic anxiety among Utah residents, with rising costs for groceries and housing squeezing household budgets and limiting financial flexibility for a majority of state residents.
SiTime Corporation (SITM) is gaining renewed attention on Wall Street, with UBS and Barclays raising their price targets significantly. Analysts point to the company's strategic pivot towards AI-focused timing solutions as a key driver for improved financial prospects.
Goldman Sachs, Clear Street, and Bank of America have all significantly raised their price targets for Krystal Biotech (KRYS), citing strong growth from its gene therapy Vyjuvek and a promising pipeline targeting ophthalmic and respiratory diseases.
Recent analyst reports from Wells Fargo and H.C. Wainwright suggest consensus revenue estimates for biotech firm Argenx SE may be too conservative, with key drug Vyvgart poised to outperform expectations through 2030.
Investment firms Evercore ISI and Needham raise ratings and price targets for AppLovin, citing a surge in projected e-commerce revenue as a key growth driver for the mobile advertising platform.
UBS and Wells Fargo have trimmed their price targets for chip designer Arm Holdings, citing near-term revenue adjustments. Despite the revisions, both firms maintain bullish Buy ratings, underscoring confidence in Arm's pivotal role in the expanding artificial intelligence ecosystem.
KeyBanc raises its price target for AeroVironment (AVAV) to $330, citing a favorable macroeconomic outlook for the defense sector through 2026. The upgrade follows a $75 million U.S. Air Force contract awarded to the company's research division.
