McKinsey & Company

Business

Hims & Hers Bets Big on Super Bowl Ad to Bridge Healthcare Gap and Investor Confidence

In a bold marketing move, telehealth company Hims & Hers is leveraging the Super Bowl's massive audience to spotlight healthcare inequality with its 'Rich People Live Longer' campaign. The push comes as the company expands into advanced diagnostics and treatments, while its stock navigates a significant valuation gap after recent volatility.

Feb 2, 2026

Business

Beyond the Benchmark: Two S&P 500 Stocks with Momentum and One Facing Headwinds

The S&P 500 is home to market leaders, but not all its constituents are created equal. We examine one company navigating challenges and two others positioned for potential growth, providing context on their valuations and market positions.

Feb 2, 2026

Business

Hims & Hers Health Stock Plunges 57%: Is the Telehealth Pioneer Now a Value Play?

Shares of the direct-to-consumer telehealth company Hims & Hers have been halved over the past six months, trading near $27. Investors are now weighing whether the steep sell-off presents a buying opportunity or signals deeper troubles ahead.

Feb 2, 2026

Business

Insider Buying Spree at Sing Investments & Finance Signals Boardroom Confidence

A cluster of insider purchases at Singapore-listed Sing Investments & Finance is drawing investor attention, as executives put their own money behind the company's stock. Analysts view such coordinated buying as a potentially bullish signal, though caution it's just one piece of the investment puzzle.

Feb 2, 2026

Business

F5 Shares Slide After Confirmation of Security Breach, Highlighted as Top Detractor in Hotchkis & Wiley Fund Letter

F5, Inc. (FFIV) faced selling pressure following a confirmed cybersecurity incident, as revealed in Hotchkis & Wiley's Q4 2025 investor letter. The fund cited the breach as a key factor in the stock's underperformance, despite the company reporting a 7% year-over-year revenue increase.

Jan 30, 2026

Business

Church & Dwight Meets Q4 Forecasts Amid Sluggish Growth, Stock Rises on Margin Beat

Consumer staples giant Church & Dwight (NYSE:CHD) reported fourth-quarter revenue in line with Wall Street expectations, though underlying organic sales showed signs of stagnation. The company's gross margin outperformance provided a bright spot, lifting shares post-earnings.

Jan 30, 2026

Business

The AI Interview: How McKinsey and BCG Are Rewriting the Rules of the Case Study

Consulting giants McKinsey and BCG are integrating proprietary AI chatbots like Lilli and Casey into their famed interview processes, testing candidates on problem-solving with ambiguous, AI-generated data and shifting the skills required for the next generation of consultants.

Feb 2, 2026

Business

Barclays Bullish on 4D Molecular Therapeutics, Sees M&A and Pricing Trends as Key Catalysts

Barclays initiates coverage of 4D Molecular Therapeutics with an Overweight rating and a $33 price target, citing a favorable industry backdrop with potential M&A tailwinds and shifting focus away from drug pricing pressures. The gene therapy developer also outlined key clinical milestones expected through 2026.

Feb 2, 2026

Business

Webber Wentzel and Blake Cassels & Graydon Dominate 2025 Mining M&A Legal Advisory Ranks

New data reveals a two-horse race in mining sector legal advisory, with Webber Wentzel leading by total deal value and Blake Cassels & Graydon topping the charts by number of transactions in a year marked by megadeals.

Feb 2, 2026

Business

Insider Bets Pay Off Despite Bed Bath & Beyond's Stock Slide

While Bed Bath & Beyond shares fell 13%, insiders who bought in the last year remain in profit, highlighting a potential disconnect between internal confidence and market sentiment.

Feb 2, 2026

Business

Brown & Brown Shares Face Headwinds as BMO Capital Trims Price Target Amid Mixed Q4 Signals

Insurance brokerage giant Brown & Brown sees a key price target cut to $81 following its fourth-quarter earnings, which revealed robust fee growth but concerns over slowing organic revenue expansion.

Feb 2, 2026

Business

Church & Dwight's Valuation Puzzle: Is the Consumer Staples Giant Overpriced or Undervalued?

A deep dive into the conflicting signals from Church & Dwight's stock valuation. While a discounted cash flow model suggests a significant discount, its premium P/E ratio tells a different story, leaving investors to weigh pricing power against market expectations.

Feb 2, 2026

Business

Magnolia Oil & Gas Boosts Dividend Payout, Signaling Confidence Amid Industry Scrutiny

Magnolia Oil & Gas Corporation announces a dividend increase to $0.165 per share, as strong earnings growth and a sustainable payout ratio paint an optimistic financial picture for the Houston-based independent producer.

Feb 2, 2026

Business

Beyond the Headline Drop: Five Analyst Probes That Defined Brown & Brown's Volatile Quarter

Despite posting robust year-over-year growth, Brown & Brown's Q4 revenue miss triggered a sharp sell-off. The earnings call revealed deeper pressures, from integration challenges and talent poaching to market normalization, setting the stage for a pivotal 2024.

Feb 2, 2026

Business

iRhythm Completes Corporate Overhaul, Establishes New Holding Company Structure

Cardiac monitoring specialist iRhythm has finalized a significant corporate restructuring, creating a new parent company to serve as its publicly listed entity on Nasdaq. The move is seen as a strategic step to streamline governance and provide operational flexibility as the company expands its AI-driven health platform.

Feb 2, 2026

Business

Advanced Energy Industries Promoted to S&P 400, Signaling Growth and Shifting Investor Perceptions

Advanced Energy Industries (AEIS) transitions from the S&P 600 to the S&P 400 index, a move that reflects its evolving market stature and is set to alter its visibility among institutional investors and index-tracking funds.

Feb 2, 2026

Business

AT&T Doubles Down on Fiber with Lumen Acquisition and Open Access Strategy

AT&T's landmark deal to acquire Lumen's fiber assets signals a major strategic pivot, creating a new open-access network subsidiary to expand its broadband reach and challenge rivals Verizon and T-Mobile.

Feb 2, 2026

Business

Jack Henry & Associates Poised for Q4 Earnings Release: Sector Sentiment and Analyst Outlook in Focus

As Jack Henry & Associates (JKHY) prepares to announce its fiscal fourth-quarter results, the financial technology sector watches closely. The report could set the tone for peers in a market segment recently under pressure.

Feb 2, 2026

Business

H&R Block's Q4 Earnings: Can the Tax Giant Beat Expectations Again?

As H&R Block prepares to report its fourth-quarter results, investors are weighing its consistent history of surpassing revenue estimates against a challenging discretionary spending environment and recent stock pressure.

Feb 2, 2026

Business

J&J Snack Foods Set to Report Q4 Earnings Amid Shifting Consumer Appetites

As J&J Snack Foods prepares to release its quarterly results, investors are weighing stable analyst expectations against a backdrop of mixed performance in the shelf-stable food sector.

Feb 2, 2026