After a challenging transitional year in 2025, Navitas Semiconductor's pivot towards high-margin data center and industrial markets is expected to accelerate growth and deliver investor returns by 2026, despite near-term revenue pressures.
Fueled by a wave of blockbuster transactions and renewed executive optimism, the global mergers and acquisitions landscape is heating up for a robust 2026. Major consulting firms report a significant shift in sentiment, with U.S. CEOs leading the charge in pursuing strategic deals despite lingering market uncertainties.
Minerals 260 (ASX:MI6) has significantly upgraded the resource estimate at its Bullabulling gold project to 4.5 million ounces, bolstered by strong drilling results and a solid cash position. The expansion shifts focus to the upcoming pre-feasibility study and execution risks as the company targets key development decisions by 2026.
Following a bold earnings surprise, UPS is betting on a strategic pivot away from low-margin deliveries. While 2026 promises a challenging start, management forecasts a powerful second-half rebound fueled by cost cuts and a focus on healthcare and SMBs.
As a significant equity rotation takes hold in early 2026, shifting focus from growth to value, dividend-focused ETFs are emerging as key beneficiaries for investors seeking yield and stability.
As tech volatility reshuffles investor priorities in early 2026, a screen for strength and analyst conviction highlights three dividend payers—from lithium to offshore drilling—that are already setting the pace.
After two punishing years, GitLab's shares have been battered by fears over AI's impact on coding. But with a strategic pivot to an AI-powered development platform and a resilient business model, 2026 could be the year the company turns the narrative around.
Trane Technologies (TT) shares rallied after the climate solutions leader posted Q4 2025 results that topped estimates, buoyed by robust bookings and a record backlog. The company's confident guidance for 2026 has fueled investor optimism, though its premium valuation is drawing scrutiny.
Aris Mining (TSX:ARIS) has undertaken a significant corporate restructuring, reinstating founder Neil Woodyer as both Chairman and CEO while outlining elevated production goals for 2026. The move, aimed at streamlining operations, places the company's ambitious Marmato expansion and near-term execution squarely under Woodyer's renewed command.
T-Mobile US faces a pivotal moment as aggressive industry pricing and a tempered 2026 financial forecast clash with its robust operational performance and network leadership, prompting a major investor exit and forcing a reevaluation of its growth narrative.
First Hawaiian Bank reported a solid fourth quarter, driven by net interest margin expansion and loan growth, while outlining a cautious 2026 outlook. Executives highlighted Hawaii's resilient economy and strong credit quality, alongside a new, flexible $250 million share buyback program.
Despite a 20% slide following its merger with Synovus, Pinnacle Financial Partners (PNFP) now trades at a valuation that may fully price in the risks. With significant cost and revenue synergies on the horizon, analysts see a clear path for earnings growth and a potential re-rating of the stock by 2026.
InterDigital (NASDAQ: IDCC) has laid out an ambitious financial roadmap for fiscal year 2026, forecasting revenues up to $775 million. The outlook is supported by a newly inked licensing agreement with LG Electronics and a key smartphone renewal, signaling strong momentum in its patent portfolio.
As the digital asset market matures, two powerful forces—comprehensive U.S. regulation and a pivot toward tokenized stable assets—are poised to redefine the trading landscape by 2026, potentially attracting a new wave of capital while curbing volatility.
Analyses from multiple artificial intelligence models project divergent paths for Ethereum, Solana, and XRP by 2026, highlighting varying risk-reward profiles based on technological adoption, regulatory landscapes, and market structure.
Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.
Standex International reports a robust start to fiscal 2026, with sales climbing 27.6% and a record order book prompting an upward revision of its annual revenue forecast. The company's strategic pivot towards grid modernization and data center markets, highlighted by the rebranded 'Standex Electronics Grid' unit, fuels confidence in exceeding long-term targets.
Sources indicate OpenAI is accelerating plans for a late-2026 public listing, a move that would place its massive cash burn and long road to profitability under intense investor scrutiny, potentially defining the next phase of the AI boom.
Oshkosh Corporation topped revenue expectations in its latest quarter, but profit fell short as tariffs and cost pressures squeezed margins. The specialty vehicle maker's 2026 outlook balances targeted growth in some segments against persistent challenges in construction markets.
Goldman Sachs and Evercore ISI analysts have raised price targets for GE HealthCare Technologies (GEHC), citing a projected market recovery and strong capital expenditure trends by 2026. The medical devices firm is highlighted as a top hedge fund pick.
