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.
The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.
Western Digital Corp (WDC) announced a robust 25% year-over-year revenue increase for its fiscal second quarter of 2026, driven by strategic long-term agreements and a favorable product mix. While consumer segment challenges persist, the company is positioning itself to capitalize on the burgeoning data storage demands from artificial intelligence.
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.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
KLA Corporation reports robust fiscal 2025 results driven by AI demand, but warns of supply constraints and geopolitical factors tempering near-term growth, with a significant acceleration projected for late 2026 and 2027.
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.
MaxLinear Inc. reported a 48% year-over-year revenue jump for Q4 2025, powered by its infrastructure business, even as it manages a near-term dip in broadband and intensifying competition in key markets.
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.
Apple's fiscal first-quarter earnings shattered expectations with $143.8 billion in revenue, fueled by unprecedented demand for the iPhone 17 in Greater China. While services hit new highs, the company flags memory cost pressures and supply constraints for the coming quarter.
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.
Despite facing a dip in loan performance and market share, Credit Acceptance Corp (CACC) posted growth in adjusted earnings per share for Q4 2025, highlighting strategic investments in dealer technology and a disciplined, long-term financial approach.
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.
Shares of Southern Copper Corporation (SCCO) surged nearly 18% following the release of its blockbuster 2025 financial results, which featured record annual earnings and a dual cash-and-stock dividend. The performance underscores the miner's robust cash generation but also intensifies scrutiny over its lofty valuation and the execution risks of its massive project pipeline.
Meritage Homes shares have lagged peers over the past year, but a detailed valuation analysis suggests a significant gap between its current price and estimated intrinsic value. We examine the DCF and P/E metrics fueling the debate.
Bell Financial Group's decision to move its share registry services away from Computershare deals a blow to the ASX-listed services provider, highlighting intensifying competition in the corporate registry market and raising questions about client retention.
International Seaways (INSW) is aggressively repositioning its fleet, securing full control of Tankers International and selling older vessels. As its stock surges, analysts are divided on whether the strategic moves have already been priced in or if significant upside remains.
Thyssenkrupp AG's stock has skyrocketed over the past year, leaving investors to grapple with a critical question: does the German industrial giant still offer value, or is it now overhyped? We delve into the valuation metrics, market context, and expert perspectives to separate signal from noise.
Axos Financial Inc. (AX) reported robust second-quarter earnings for fiscal 2026, highlighted by a 23.3% surge in earnings per share and significant loan portfolio expansion, even as it manages industry-wide margin pressures and rising operational costs.
