Despite a prolonged downturn in existing home sales, Stewart Information Services reports a 6% revenue increase in its title segment for Q3 2024, driven by commercial and agency strength. CEO Frederick Eppinger outlines a disciplined strategy for market recovery while the company raises its dividend.
Lucky Strike Entertainment (LUCK) reported modest Q2 growth, driven by a stabilizing events business and strategic marketing. The company is pivoting to balance sales growth with profitability, pinning significant hopes on newly acquired water parks for a seasonal earnings boost later this year.
PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.
Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.
Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
Despite a 5.7% year-over-year revenue decline in Q4 2025, Old Dominion Freight Line maintains its premium service edge and cost discipline. Executives signal cautious optimism for a demand rebound in 2026, pointing to improving shipment weights and controlled investments.
NETGEAR (NTGR) reported its first year of revenue growth in five years for fiscal 2025, driven by a strategic pivot to higher-margin enterprise solutions and subscription services. The company achieved record gross margins and returned to full-year non-GAAP profitability, even as its consumer segment faced headwinds.
Oaktree Specialty Lending (OCSL) reported stable earnings for its fiscal first quarter, with adjusted net investment income rising to $0.41 per share. Management highlighted disciplined capital deployment, a focus on reducing non-accruals, and detailed the firm's evolving approach to underwriting software and AI-related risks in a bifurcated market.
A recent 20% surge in Coast Entertainment Holdings' share price offers a glimmer of hope, but fails to erase three years of painful declines for investors. As the company's revenue grows, the market questions when—or if—profits will follow.
As Chipotle Mexican Grill navigates a post-2025 landscape, its robust brand and expansion plans face a near-term reality check. The coming year's stock performance hinges on two critical, interlinked challenges: reviving customer visit frequency and defending profitability amid cost pressures.
After a brutal multi-year decline that has erased over 90% of its value, RingCentral's stock is trading at a significant discount to its intrinsic value, according to key financial models. We examine whether the beaten-down cloud communications leader presents a compelling opportunity for value investors.
Following its corporate restructuring, Ballard Power Systems (TSX: BLDP) faces a recalibrated investment thesis. Analysts maintain a $1.75 fair value per share, but the underlying assumptions—including a discount rate of 8.28% and projected revenue growth of 21.65%—highlight the ongoing tension between streamlined operations and persistent questions about order visibility in the hydrogen fuel cell sector.
SoundHound AI is expanding its enterprise footprint with renewed and expanded partnerships in the restaurant sector, a major entry into European insurance, and deeper integration with top-tier global banks, signaling growing adoption of its conversational voice technology in critical industries.
As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.
The conviction of Estée Lauder Companies in Canada for selling eyeliners containing prohibited PFAS chemicals has landed the beauty giant on the nation's Environmental Offenders Registry, triggering investor concerns over compliance risks and long-term brand valuation.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
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.
A 21-year-old Colombian national, previously released by U.S. immigration authorities, faces a homicide charge after a police pursuit ended in a deadly collision in Orange County, reigniting debate over federal immigration procedures and state sanctuary laws.
Bitcoin's sharp decline below $72,000 triggers a broad sell-off across crypto-related equities, with analysts debating the onset of a sustained bear market as correlation with traditional tech stocks strengthens.
