Sony's latest financial results reveal a resilient gaming division, where record digital sales and PlayStation Plus subscriptions have successfully counterbalanced a notable dip in console sales during the critical holiday quarter.
TTM Technologies (TTMI) reported strong fourth-quarter results, with revenue and profit exceeding analyst expectations, fueled by robust demand from AI data center and aerospace & defense sectors. Despite the positive performance and an optimistic outlook, the stock faced post-earnings selling pressure.
Nasdaq's fourth-quarter results surpassed expectations, driven by growth in its solutions business and record exchange activity. While management celebrated AI integration and new listings, analysts probed deeper into sustainability, margins, and future catalysts in a revealing Q&A session.
Lazard's Q4 earnings surpassed expectations, fueled by record advisory fees and robust asset growth. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities facing the storied financial firm.
Mastercard's Q4 earnings met revenue forecasts and beat on profits, driven by global diversification and value-added services. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities ahead for the payments giant.
The global foodservice giant Compass Group reports strong Q1 organic revenue growth exceeding 7%, driven by sports & leisure and B&I sectors. Management reaffirms full-year guidance, highlights strategic acquisition integration, and outlines a significant addressable market in data center services amidst evolving AI trends.
GE Aerospace is investing heavily to transform its Singapore engine repair facility into a highly automated, AI-driven center, aiming to capture a larger share of the lucrative Asia-Pacific aviation aftermarket and fend off rivals like Rolls-Royce and Pratt & Whitney.
As the S&P 500 grinds toward the 7,000 level, seasoned investors warn that extreme optimism, stretched valuations, and a potential shift in Federal Reserve policy could undermine the resilient 'buy the dip' strategy that has powered the bull market.
Wabash National Corporation reported a challenging fourth quarter, with revenue and earnings falling short of expectations amid persistent softness in freight and industrial markets. While the company implemented cost-cutting measures, including facility idlings, its Parts & Services segment showed notable resilience, growing 33% year-over-year.
Merck & Co. posted strong 2025 sales but offered a 2026 revenue forecast below Wall Street's expectations. Despite this, its shares have rallied sharply over the past year, leading analysts to question whether the market is pricing in future pipeline success or overlooking near-term headwinds.
In a strategic push to secure its place in the global supply chain, Australia is exploring financial mechanisms, including price floors and a national stockpile, to attract investment and reduce reliance on Chinese processing.
Baron Discovery Fund's Q4 2025 letter reveals Primo Brands (PRMB) as a significant drag on performance, with shares down over 43% in the past year following disappointing results in its core water delivery segment.
Houlihan Lokey's robust Q4 performance, fueled by a resurgent M&A market and restructuring wave, surpassed expectations. Yet, the most revealing insights emerged from the probing questions posed by Wall Street analysts, highlighting the firm's future challenges and opportunities in a shifting financial landscape.
Despite a Q4 earnings shortfall that rattled investors, Badger Meter's leadership pointed to project timing, not demand weakness. The real story emerged during the analyst Q&A, probing the sustainability of margins, the pace of major rollouts, and the future of recurring revenue.
Analysts have raised Genco Shipping & Trading's fair value estimate to $24.10 per share, signaling a belief that the dry bulk carrier's prospects extend beyond Diana Shipping's cash offer of $20.60 per share. The revision reflects adjusted assumptions on discount rates and revenue growth, setting the stage for a potential bidding war or strategic review.
Specialty materials leader ATI capped a transformative 2025 with robust fourth-quarter results, fueled by surging aerospace and defense orders. With a bullish 2026 outlook targeting $1 billion in adjusted EBITDA, the company signals sustained momentum in key high-performance markets.
Gold and silver prices staged a sharp recovery after last week's dramatic sell-off, finding a floor at key technical levels. Analysts debate whether the plunge signals a lasting shift or a buying opportunity, as major banks revise bullish price targets for 2026.
The energy technology giant is significantly scaling up its manufacturing and R&D footprint across Charlotte, Raleigh, and Winston-Salem, citing surging demand from data centers and industrial electrification.
Barclays has lowered its price target for spice giant McCormick & Company, citing heightened concerns over the accelerated rollout of a new enterprise system and persistent tariff-related cost inflation that are set to squeeze 2026 profits.
Once a high-flying growth engine, Apple's stock performance has settled into a pace that matches the S&P 500 over the last half-decade, raising questions about its future innovation trajectory in the age of AI.
