Southeast Asia's super-app leader Grab Holdings sees its stock back in the spotlight following robust Q3 results and a strategic lidar partnership. Yet, despite raised guidance and bullish analyst calls, a significant share price pullback highlights the complex valuation debate facing investors.
Major XRP holder Evernorth Holdings faces over $380 million in unrealized losses on its treasury holdings, mirroring a wider trend of financial strain across crypto-native firms as digital asset prices slump.
Recent volatility in IQVIA Holdings (IQV) shares, including a sharp 14% drop over the past month, has investors scrutinizing whether the clinical research giant is now a bargain or if risks justify the discount. Our analysis delves into the numbers behind the $250 fair value estimate and the market's mixed signals.
Arm Holdings reports a 26% year-over-year revenue jump to $1.24 billion for its latest quarter, fueled by AI and data center demand. However, net income fell to $223 million, highlighting the tension between growth and profitability for the chip design giant as investors scrutinize its earnings narrative.
Tenable Holdings surpassed Wall Street's revenue and profit forecasts for Q4 2025, driven by strong demand for its unified exposure management platform and AI-specific security solutions. The company also provided confident guidance for the coming quarter.
Boot Barn Holdings, Inc. reported a robust 16% year-over-year sales increase to $705.6 million for its fiscal fourth quarter, meeting analyst expectations. The retailer's growth is powered by strategic store expansion and the rising contribution of its higher-margin exclusive brands.
Yum China Holdings, Inc. (NYSE: YUMC) reported stronger-than-expected fourth-quarter results, driven by a record pace of store openings and resilient delivery demand, even as rising operational costs squeezed margins.
Silgan Holdings surpassed revenue and profit expectations in its fourth quarter, fueled by robust growth in its dispensing systems and the successful integration of recent acquisitions. The packaging giant forecasts stable margins for the coming year despite macroeconomic headwinds.
Packaging giant Silgan Holdings reports steady Q4 2025 results, highlighting strength in dispensing systems and pet food markets while managing cost pressures and completing a key acquisition integration. Leadership outlines a cautious but growth-oriented outlook for 2026.
Amid escalating trade tensions and geopolitical friction, European investors are quietly reassessing their massive holdings of U.S. debt. While a full-scale 'fire sale' remains a distant prospect, the mere discussion signals a fraying of transatlantic trust with potential to destabilize global markets.
Arm Holdings' latest earnings reveal a company in transition, with surging data center and AI demand driving revenue while smartphone markets soften. The chip designer's future hinges on whether its v9 architecture can sustain a lasting pivot in its royalty streams.
While tracking Bitcoin's rocky start, the Bitwise Crypto Industry Innovators ETF (BITQ) reveals a surprising core: a heavy pivot towards AI infrastructure by its top crypto-mining holdings, raising questions about its focus and fee structure.
Victory Capital Holdings (VCTR) has delivered staggering returns to long-term investors, with shares soaring over 230% in five years. As the stock hovers near $71, analysts and investors are grappling with a critical question: has the market run ahead of itself, or is there still value to be found in this established asset manager?
LPL Financial Holdings strengthens its independent advisor network by adding Wealth Innovations' assets and retaining over 80% of advisors from its Commonwealth Financial acquisition, highlighting its competitive scale and tech-driven appeal.
EXLService Holdings has been named a Leader in Payer Digital Transformation Services for the fourth straight year by ISG, even as its shares face significant near-term pressure. The recognition underscores its strong positioning in data, AI, and cloud solutions for U.S. healthcare payers.
BitMine Immersion Technologies is navigating a pivotal transition, seeking to transform its massive, loss-laden Ethereum holdings into a revenue-generating staking network called MAVAN. The strategy shift unfolds against a backdrop of intense industry scrutiny, public criticism of its treasury management, and the recent departure of its president.
BrightView Holdings kicked off fiscal 2026 with solid revenue growth and improved profitability, fueled by a sharp increase in snow-related work. While heavy snowfall temporarily hampered core maintenance operations, management reaffirmed full-year guidance, citing robust progress in customer retention, sales force expansion, and a growing contract backlog as key drivers for an anticipated second-half recovery.
PayPal Holdings' stock has tumbled over 85% from its peak, trading near multi-year lows. As investors reassess the fintech giant's prospects, we analyze whether the current price reflects deep value or fundamental challenges.
Tencent Holdings' shares have retreated over 10% in the past month, sparking debate among investors. While a key valuation model suggests the stock is significantly undervalued, market sentiment remains cautious amid broader tech sector pressures.
Boot Barn Holdings, Inc. (NYSE: BOOT) reported robust third-quarter fiscal 2026 results, with revenue climbing 16% year-over-year to $706 million. Management highlighted broad-based strength and raised its full-year guidance, signaling confidence even as winter storms temporarily impacted early Q4 sales.
