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.
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.
For dividend-focused investors, the volatile energy sector still offers reliable income streams through specific business models. We examine three high-yield picks balancing infrastructure stability and strategic transition.
The Malaysian industrial group PMB Technology Berhad (KLSE:PMBTECH) is showing signs of improving capital allocation, with its return on capital employed rising to 4.6% over five years. While still trailing the metals and mining sector average, the trend highlights the company's reinvestment strategy as it expands its asset base.
Coeur Mining has cleared the final regulatory and shareholder hurdles to acquire New Gold, a move set to significantly expand its North American asset base and production profile. The deal, now approved by the Supreme Court of British Columbia, marks a major step in the ongoing consolidation within the gold and silver mining sector.
In a sector often prioritizing R&D over shareholder returns, healthcare giants AbbVie and Medtronic stand out with their long histories of dividend growth and robust cash flows, offering investors a rare blend of stability and income.
Telecom software leader Amdocs reported fourth-quarter results aligning with Wall Street revenue projections, while earnings slightly exceeded expectations. The company highlighted a renewed multi-year pact with T-Mobile and the strategic acquisition of Matrixx Software as it pushes its 'agentic' AI operating system for the telecom sector.
The Hanover Insurance Group reported mixed fourth-quarter results for 2025, with revenue growth of 3.3% falling short of analyst expectations, while earnings per share exceeded consensus estimates. The performance highlights ongoing challenges in the property & casualty sector amid a shifting economic landscape.
Despite broader retail sector challenges, Simon Property Group reports strong fourth-quarter earnings, driven by rising rents and active leasing. CEO David Simon outlines strategic opportunities arising from the Saks Global restructuring while flagging ongoing concerns over the impact of tariffs on mid-tier retailers.
U.S. software stocks extended losses Tuesday as investors grappled with the potential for new AI technologies to automate core business functions, threatening established revenue models across legal, sales, and marketing sectors.
The U.S. Treasury has authorized the sale of critical diluents to Venezuela's oil industry, marking the second major sanctions relief step in recent weeks to help revive the country's crippled energy sector and facilitate exportable crude production.
Financial technology firm Jack Henry & Associates (JKHY) reported stronger-than-anticipated fourth-quarter revenue and profit, driven by steady demand for its core banking and processing solutions. The results underscore the company's resilience amid evolving digital demands in the financial sector.
At a major investment forum, Blackstone President Jon Gray highlighted artificial intelligence as the foremost strategic issue for the world's largest alternative asset manager, outlining a dual approach of investing in foundational infrastructure while navigating sector-specific risks.
Shares of Galaxy Digital tumbled sharply on Tuesday following the release of its fourth-quarter earnings, which revealed a net loss of $482 million. The dramatic swing from profit to loss underscores the crypto sector's vulnerability to market downturns.
Jacobs Solutions (NYSE: J) reported robust fourth-quarter results for CY2025, with revenue climbing 12.3% year-over-year to $3.29 billion, exceeding analyst forecasts. Adjusted earnings per share also beat expectations, driven by strength in key sectors.
Longtime CSX executive Diana Sorfleet retires after nearly 15 years, having steered the railroad's people strategy through multiple CEO transitions. She is succeeded by Riz Chand, a talent development leader from the private equity sector.
Analysts have nudged NeuroPace's (NPCE) fair value target higher, but the modest adjustment reflects a fine-tuning of financial models rather than a fundamental shift in the company's narrative. The move underscores the quiet, ongoing reassessment of risk and growth in the medtech sector.
Giverny Capital has spotlighted Medpace Holdings' aggressive share repurchase program as a vote of confidence, as the contract research organization navigates persistent concerns over biopharmaceutical funding. The firm's strategy highlights a broader debate on capital allocation in a volatile sector.
Executive Director Justin Virgin has significantly increased his stake in Terrain Minerals, buying AU$446,000 worth of shares at a discount to the current market price. The move comes as the ASX-listed exploration company navigates a challenging resource sector.
A wave of investor anxiety over artificial intelligence's disruptive potential sparked a broad market downturn Thursday afternoon, dragging down shares across the technology and business travel sectors.
