As utilities worldwide modernize, Itron Inc. (NASDAQ: ITRI) is shifting from a hardware-centric model to a software-driven platform. This strategic pivot, centered on recurring revenue and mission-critical grid management solutions, could be the catalyst for a significant market re-rating, argues a bullish investor thesis.
Skyworks Solutions (SWKS) delivered fiscal Q1 2026 results above its guidance, driven by robust mobile demand and sustained growth in its broad markets segment. While providing a seasonally softer Q2 outlook, management reaffirmed confidence in its pending transformative merger with Qorvo, anticipated to close in early 2027.
Defense technology specialist Mercury Systems (MRCY) reported stronger-than-expected fiscal Q2 results, driven by accelerated deliveries and improved working capital management. The company posted record backlog and robust cash flow, though management maintained its full-year outlook citing supply chain prudence.
Shares of the Danish pharmaceutical giant tumbled over 14% as management's forecast of a sales and profit decline in 2026 shifted investor focus from blockbuster results to looming pricing battles and competitive threats in the crucial U.S. market.
InnovAge (INNV) reported robust fiscal Q2 2026 results, with revenue and adjusted EBITDA showing significant year-over-year growth. The PACE provider raised its full-year guidance, citing improved revenue integrity, medical cost management, and better-than-expected Medicaid reinstatements.
Atkore International's fiscal first-quarter results exceeded expectations, fueled by productivity savings and modest volume growth in its core electrical business. While pricing pressures persist, management reaffirmed its full-year guidance, anticipating a stronger performance in the latter half of 2026.
Ball Corporation (NYSE: BALL) reported record financial results for 2025 and provided a confident outlook for 2026, fueled by robust global demand for aluminum beverage cans, disciplined cost management, and the recent acquisition of European assets. New CEO Ron Lewis emphasized the company's strategy is 'intact and working,' targeting continued double-digit EPS growth.
Archer Daniels Midland reported mixed Q4 results, with profits pressured in its core Ag Services & Oilseeds unit. While management touted operational improvements and a strong cash flow performance, they cautioned that clarity on U.S. biofuel policy is key to unlocking a more constructive outlook for the year ahead.
Buoyed by disciplined cost management and a sharpened focus on its integrated ecosystem, Sonos reports robust Q1 profitability and details a strategic roadmap to reignite durable revenue growth in fiscal 2026.
In a complex economic climate, companies with substantial insider ownership can signal strong alignment between management and shareholders. We examine three Asian firms—spanning biotech, logistics, and agriculture—where insiders hold significant stakes, potentially pointing to conviction in future growth.
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.
At New York's Ondo Summit, leading asset management executives declared the era of 'wallet-native' finance is dawning, where all assets live on-chain. While infrastructure is now real, the industry faces a critical phase of building trust, utility, and public understanding.
Japanese pharmaceutical firm Shionogi & Co. reported robust nine-month results, with net income growth significantly outpacing revenue increases. The performance highlights the company's effective cost management and strategic portfolio shifts, though analysts caution that future growth hinges on key pipeline products and regulatory approvals.
Truckload carrier Heartland Express reported a 26.1% year-over-year decline in fourth-quarter revenue, falling short of Wall Street forecasts. The company posted a non-GAAP loss per share, though the loss was narrower than analysts anticipated, as management points to internal restructuring for future gains.
FireFly Metals (ASX:FFM) streamlines its portfolio by divesting its Pickle Crow and Sioux Lookout gold projects in Ontario to Bellavista Resources. The deal, structured with scrip consideration, allows FireFly to concentrate capital and management efforts on advancing its flagship Green Bay copper-gold project in Canada.
Wealth management platform Arax Investment Partners, backed by RedBird Capital, has acquired Cleveland-based GFP Private Wealth, a firm with $1.5 billion in assets under management led by CEO Carina Diamond, marking a strategic expansion in the competitive RIA consolidation landscape.
In the hunt for income, yield is just the starting point. We analyze five monthly-paying ETFs offering yields above 6%, focusing on the underlying strategy, risk management, and staying power that separates sustainable income from a risky bet.
Experience management platform Qualtrics names former Oracle and NetSuite executive Jason Maynard as its new chief executive, aiming to accelerate AI adoption and drive growth in the evolving customer and employee experience landscape.
Catalyst Brands, the licensee for Eddie Bauer's North American stores, is preparing a Chapter 11 filing, potentially putting hundreds of physical locations at risk while the brand's online and wholesale operations continue under new management.
Brookfield Asset Management moves to take Peakstone Realty Trust private in a $1.2 billion deal, while its affiliate TerraForm Power acquires the massive Steward Creek Solar project, signaling aggressive expansion in industrial property and renewable energy infrastructure.
