Clinical research giant IQVIA (NYSE: IQV) is scheduled to release its fourth-quarter financial results before Thursday's market open. With a track record of consistently topping revenue estimates, the report will be closely watched for signs of resilience in the life sciences tools and services sector.
Taiwan's leading chip designer MediaTek signals that soaring demand for artificial intelligence is creating supply bottlenecks and inflating costs, prompting the company to revise its pricing strategy while remaining bullish on long-term growth.
While Danaher met Q4 revenue targets on bioprocessing and diagnostics strength, analyst questions during the earnings call revealed deeper concerns about research funding softness and the sustainability of growth drivers in a challenging macro environment.
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.
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.
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.
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.
RPC Inc. reported a broad sequential revenue decline in Q4 2025, citing a late-year slowdown. While pressure pumping and some regional markets weakened, executives highlighted growth in specific service lines and strategic technology deployments as key pillars for navigating a challenging energy services landscape.
Dutch navigation specialist TomTom anticipates revenue to plateau or dip in 2026 as it navigates a shift in its client base, but projects a return to growth the following year, backed by a record order backlog.
German chipmaker Infineon is significantly boosting its capital expenditure, adding €500 million to its FY2026 plans, to scale production for power management chips critical for AI data centers. The company forecasts revenue from this segment to surge to €2.5 billion by FY2027.
Choice Hotels International expands its Everhome Suites brand to 27 open hotels across the U.S., marking a key milestone in its focused bet on the midscale extended-stay market. The move underscores the company's asset-light growth strategy but raises questions about execution and capital intensity in a competitive segment.
UiPath shares have tumbled over 23% year-to-date, raising questions about whether the automation software leader is now undervalued or if deeper challenges are at play. We examine the conflicting signals from cash flow and earnings multiples.
NGL Energy Partners (NGL) reported a robust third-quarter performance, fueled by record-setting produced water disposal volumes and disciplined capital management. The partnership raised its full-year EBITDA outlook and outlined ambitious plans, including a novel partnership to explore nuclear-powered water desalination in the Permian Basin.
Following the $4.8 billion sale of its fiber-to-the-home business to AT&T, Lumen Technologies charts a sharp new course as an enterprise-focused network provider. The company used its Q4 2025 earnings call to detail a dramatically reshaped balance sheet, aggressive cost targets, and its ambition to become the 'trusted network for AI'.
Marathon Petroleum (MPC) reported robust fourth-quarter and full-year 2025 results, driven by exceptional refining execution and record midstream performance. The company outlined a disciplined 2026 capital plan focused on high-return projects and shareholder returns, while navigating a tightening global refining landscape.
Despite operational setbacks at a key North American plant and tepid sweetener demand, Ingredion reported record full-year operating income and EPS for 2025, driven by strength in its texture and health-focused solutions. The company eyes growth in protein fortification and clean-label ingredients while guiding for a challenging first quarter in 2026.
Gartner (NYSE: IT) reported stronger-than-expected Q4 and full-year 2025 results, navigating a challenging sales environment through disciplined cost management. While announcing the divestiture of its Digital Markets unit, the research giant emphasized its core transformation strategy and provided a confident outlook for 2026.
H&R Block's fiscal Q2 revenue climbed 11% to $199 million, driven by higher tax filing volumes and pricing. CEO Curtis Campbell points to new tax law complexity and strategic tech investments as key growth drivers, while the company reaffirms its full-year outlook.
