Veralto (NYSE: VLTO) reported mixed fourth-quarter results for 2025, missing sales expectations with a 3.8% year-over-year increase to $1.40 billion while surpassing profit estimates. The performance underscores persistent questions about the water treatment firm's long-term growth trajectory.
The investment firm sold its entire 2.55 million-share stake in the telecom and fiber provider, which has seen its stock surge on AI data center demand but remains weighed down by a costly transformation and significant debt.
Applied Digital's revenue soared 250% last quarter, fueled by the AI-driven data center gold rush. But behind the staggering growth lies a story of massive debt, steep losses, and a valuation that gives even bullish investors pause.
OrthoLite subsidiary Cirql releases data showing its recycled material formulas can cut the carbon footprint of midsoles by up to 39%, as the footwear industry faces mounting pressure to meet sustainability targets.
Investment manager Artisan Partners (NYSE: APAM) posted stronger-than-expected fourth-quarter results, with revenue climbing 13% year-over-year to $335.5 million. Adjusted earnings per share of $1.26 also topped analyst forecasts, though assets under management came in slightly below expectations.
Illinois farmers preparing for the next corn and soybean crop confront rising costs fueled by tariffs on key inputs, with industry analysts warning of continued financial pressure in the coming year.
Mortgage insurer Enact Holdings reported mixed fourth-quarter results for 2025, with revenue growth of 1.2% missing Wall Street estimates while adjusted earnings per share of $1.23 surpassed forecasts by nearly 12%.
Palantir Technologies' robust Q4 earnings and aggressive AI-driven sales forecast have reignited investor debate, juxtaposing its long-term momentum against a recent stock slide and persistent valuation concerns.
Capital Southwest (CSWC) reported robust third-quarter earnings, declared dividends, and announced a new private credit joint venture. With shares up significantly over the past year, investors are questioning whether the current valuation still offers value.
Gerdau's fair value estimate sees a modest upward revision, driven by fine-tuning of financial model inputs rather than a fundamental shift in the company's outlook. We examine the implications for the steel giant's investment narrative.
AngloGold Ashanti has finalized its takeover of Augusta Gold Corp., securing the construction-ready Reward project in Nevada. The move strengthens the miner's North American presence and aligns with its broader strategy of extending mine life at core assets and boosting output at key sites like Obuasi, as it aims to build a more consistent production pipeline.
Shares of the parent company of The North Face and Vans have shown recent strength, but a deeper look reveals persistent challenges and a debate over whether the apparel giant is truly undervalued or still overpriced relative to its fundamentals.
Alector (ALEC) faces a complex investor landscape following its removal from a key index and a mixed analyst update that raises its price target while maintaining a cautious rating, as the biotech firm grapples with significant projected revenue declines.
The historic surge in gold and silver prices has met a sharp, Newtonian correction. As volatility spikes, investors are weighing whether the bull run has exhausted its steam and what signals mining shares are sending for the road ahead.
HP's CEO Enrique Lores has resigned effective immediately, with Bruce Broussard stepping in as interim leader. The surprise departure, as Lores moves to helm another major firm, throws HP's strategic direction into question and puts a spotlight on its prolonged stock underperformance.
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.
Planet Labs PBC faces a pivotal moment as a director's first major stock sale aligns with a new satellite imagery deal for Sweden's military, testing investor confidence in the Earth observation firm's valuation and strategic direction.
Apple's fair value estimate sees a modest increase to $291.65 per share, as analysts weigh the potential of its Google Gemini AI partnership against persistent concerns over services growth momentum and rising memory costs.
Insurance broker Arthur J. Gallagher expands its European transport claims and U.S. employee benefits consulting through three targeted acquisitions, signaling aggressive growth despite recent stock pressure.
Recent analyst updates for thermal processing specialist Bodycote reflect subtle recalculations of risk and growth, supporting a maintained price target. The consensus suggests a story of calibration rather than revolution for the FTSE 250 firm.
