Altria Group reported adjusted earnings growth and robust shareholder returns for 2025, even as it grapples with a rapidly transforming nicotine market dominated by illicit flavored vapes and intense competition in oral tobacco.
National Fuel Gas (NFG) reported robust first-quarter earnings, driven by a 29% surge in upstream EBITDA. Executives highlighted progress on pipeline expansions, strategic hedging against volatile gas prices, and the planned acquisition of CenterPoint's Ohio utility, while reaffirming full-year guidance.
Bitcoin's struggle to hold the $90,000 level intensifies as a massive monthly options expiry approaches, driving traders toward defensive positioning and heightened volatility hedging.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.
Bank of America has upgraded Apellis Pharmaceuticals (APLS) to 'Buy,' citing robust early adoption of its drug Empaveli and significant undervaluation of its potential in treating rare kidney diseases, despite a more cautious outlook from Wells Fargo.
Bank of America leads a wave of analyst upgrades for DigitalOcean, citing the viral success of its AI agent 'Clawdbot' and the company's strategic positioning in the burgeoning agentic AI market for developers.
NextPower Inc. sees its price target raised by TD Cowen following a robust third-quarter earnings beat and a landmark joint venture in Saudi Arabia, signaling growing confidence in the solar technology firm's trajectory.
Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.
A new discounted cash flow analysis indicates Corero Network Security plc (LON:CNS) may be significantly undervalued at current trading levels, presenting a potential opportunity for investors in the cybersecurity sector.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
ResMed Inc. reports an 11% revenue surge for its second fiscal quarter, driven by robust mask sales and strategic acquisitions, while navigating competitive pressures and capitalizing on emerging healthcare trends.
The medical technology giant reports double-digit organic sales growth for the fourth consecutive year, driven by its Mako robotic system and strategic leadership shifts, while navigating tariffs and a shifting competitive landscape.
OSI Systems posts record Q2 revenue and lifts full-year EPS guidance, navigating softness in security bookings and healthcare challenges with optimism for a stronger second half.
Facing a tough freight environment, Schneider National's leadership outlines a strategy centered on cost discipline, tech investment, and strategic positioning in intermodal and dedicated services to steer toward future profitability.
Despite a challenging quarter with declining revenues, staffing giant Robert Half outlines a strategic pivot, leveraging artificial intelligence and retained top talent to drive efficiency and position for a return to growth by late 2026.
Despite a softer-than-expected first quarter, Beazer Homes USA outlines a dual strategy of solar-powered community expansion and aggressive capital returns to shareholders, aiming to boost profitability in a stabilizing housing market.
SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
