GE Vernova's fourth-quarter results topped analyst forecasts, fueled by strong gas power contracts and record electrification orders. While a growing backlog signals robust demand, a U.S. halt on offshore wind activity pressured the segment's bottom line, setting the stage for a pivotal year ahead.
CONMED's fourth-quarter earnings beat expectations, fueled by robust orthopedic sales and easing supply chain pressures. As the company pivots from legacy gastroenterology lines to high-growth surgical tech, analysts scrutinize its path forward in a competitive medtech landscape.
Annaly Capital Management delivered a strong fourth quarter, surpassing revenue and earnings forecasts. While management touted a diversified approach and a favorable bond market, analysts zeroed in on the sustainability of its growth and looming policy risks during a revealing Q&A session.
Stifel Financial's Q4 earnings surpassed expectations, driven by record wealth management recruiting and a resilient institutional business. The real story, however, emerged from the analyst Q&A, probing the sustainability of growth and future market positioning.
Despite a Q4 earnings miss that rattled investors, Waste Management's leadership pointed to strategic cost controls and long-term operational upgrades. The real story, however, unfolded during the analyst Q&A, revealing the pressures and priorities shaping the waste giant's path forward.
Hexcel's fourth-quarter results beat expectations, fueled by a resurgent commercial aerospace sector and aggressive cost management. As production rates for jets like the Airbus A350 and Boeing 787 climb, analysts are pressing management on the sustainability of the rebound and the true impact of recent restructuring.
VF Corporation's latest earnings reveal a tale of two portfolios: strong growth from The North Face and Timberland contrasts with persistent challenges at Vans. While management touts operational progress, analyst questions zero in on the timeline for a full recovery and mounting external pressures.
Lam Research's Q4 earnings showcased strong growth fueled by AI demand, but analysts' probing questions revealed the challenges and strategic pivots ahead for the semiconductor equipment giant.
In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Amid a market often captivated by speculative narratives, Swiss real estate investment company Warteck Invest (VTX:WARN) is turning heads with a dramatic surge in profitability and disciplined governance, prompting a closer look from value-focused investors.
Viavi Solutions Inc. (VIAV) reported stronger-than-expected fourth-quarter results, fueled by surging demand from AI data center infrastructure and a resilient aerospace & defense sector. As the company integrates its recent acquisition of Spirent, analysts pressed management on the sustainability of growth and strategic execution.
AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.
Fueled by robust quarterly earnings and a bullish outlook for LNG and gas infrastructure, Baker Hughes shares have significantly outpaced the broader market, earning a chorus of 'Strong Buy' ratings from analysts.
The midstream energy giant Enterprise Products Partners reports record volumes and cash flows, setting the stage for continued expansion and a sustainable 6.7% yield.
The UN Security Council has issued a strong condemnation of a series of militant assaults in Pakistan's southwestern Balochistan province, which left dozens dead, including many civilians, as security forces intensify counter-operations in the restive region.
A Department of Homeland Security attorney’s frustrated remarks in a Minneapolis courtroom spotlight the intense pressure on government lawyers amid a sweeping ICE enforcement operation and a wave of staff resignations.
Human Rights Watch’s latest annual report issues a stark warning that the international human rights framework is facing unprecedented erosion, citing pressures from major powers and a retreat from multilateral commitments.
Investors in Malaysian-listed P.I.E. Industrial Berhad (KLSE:PIE) have faced a punishing year, with total returns plummeting 52% against a market upswing. We examine the fundamentals behind the steep decline and what it signals for the electronics manufacturing services provider.
Asana's shares have tumbled over 57% in the past year, trading around $9.25 against a fair value estimate near $16. The dramatic gap has investors questioning if the work management software firm is a hidden gem or facing structural challenges in a crowded market.
Plug Power's stock shows fleeting gains amid persistent losses, trading at $2.13. While a key narrative suggests a fair value of $2.79, its high price-to-sales ratio and deep losses fuel a debate on whether the market's optimism is justified.
