Pricing Power

Business

Sherwin-Williams Navigates Market Headwinds as Q4 Meets Expectations; Analysts Eye Integration, Pricing Power

Sherwin-Williams reported Q4 revenue in line with Wall Street forecasts, driven by its protective coatings division and the Suvenil acquisition. While DIY and new residential demand remains subdued, CEO Heidi Petz pointed to disciplined execution and cost control. Analysts are now scrutinizing the company's pricing strategy and integration progress.

Feb 5, 2026

Business

Coca-Cola's Investment Thesis Shifts: Dividend Momentum and Pricing Power in Focus Ahead of Earnings

As Coca-Cola prepares to report Q4 and full-year 2025 results, investors are weighing its pricing resilience against consumer sensitivity. The prospect of a record dividend hike underscores its defensive appeal, yet questions about cash flow coverage and valuation linger.

Feb 4, 2026

Business

Air Products Posts Solid Q1 on Pricing Power and Cost Discipline, Charts Cautious Path Amid Macro Headwinds

Air Products and Chemicals reported a 10% rise in adjusted EPS for its fiscal first quarter, driven by strategic pricing and productivity gains. While management affirmed full-year guidance, they highlighted persistent challenges in the helium market and a cautious approach to major clean energy investments.

Jan 30, 2026

Business

Kennametal Beats Q2 Forecasts on Pricing Power and Restructuring Gains, Raises Full-Year Outlook

Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.

Feb 5, 2026

Business

Smucker's Sweet Spot? Analysts Weigh In as Food Giant Navigates Pricing Pressure

J.M. Smucker (SJM) faces a mixed bag of analyst ratings, with firms like Morgan Stanley downgrading the stock amid concerns over sector-wide competitive pressures and muted pricing power, while others like Wells Fargo maintain a bullish outlook.

Feb 5, 2026

Business

Ferrari's Formula: Scarcity, Pricing Power, and a Defensive Luxury Thesis Amid Market Volatility

Despite recent share price pressure, Ferrari N.V. (NYSE: RACE) presents a compelling case as a defensive luxury compounder. Its deliberate strategy of controlled scarcity, exceptional margins, and disciplined capital allocation underpins a resilient business model that may be undervalued in the current market.

Feb 4, 2026

Business

Nucor's Stock Surge Prompts UBS Downgrade, Citing 'Full' Valuation Amid Strong Pricing Momentum

UBS has downgraded steel giant Nucor to Neutral, acknowledging its powerful pricing-driven rally but questioning its near-term upside. The move follows mixed Q4 results, highlighting the complex dynamics between tariffs, contracts, and spot prices in the steel sector.

Feb 3, 2026

Business

PepsiCo's Pricing Power Drives Q4 Beat, But Volume Declines Signal Consumer Pushback

PepsiCo surpassed Wall Street's revenue expectations in the fourth quarter, buoyed by strategic price increases that masked a persistent drop in demand for its snacks and beverages across North America. The company now signals a potential pivot, with price cuts and portfolio simplification on the agenda following pressure from an activist investor.

Feb 3, 2026

Business

TD Cowen Boosts GE Vernova Target to $780, Citing Strong Orders and Pricing Momentum

Analysts at TD Cowen have significantly raised their price target for GE Vernova (GEV) to $780, maintaining a Buy rating after the company's robust Q4 performance exceeded expectations on orders and pricing power.

Jan 30, 2026

Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Jan 30, 2026

Business

German Antitrust Watchdog Slaps Amazon with Landmark €59 Million Fine Over Seller Pricing Rules

Germany's Federal Cartel Office has imposed its first-ever financial penalty on Amazon, fining the tech giant nearly €59 million for anti-competitive pricing controls imposed on third-party sellers using its Marketplace platform.

Feb 5, 2026

Business

Amazon Hit with €59 Million Fine by German Antitrust Watchdog Over Marketplace Pricing Rules

Germany's Federal Cartel Office has imposed a €59 million penalty on Amazon for imposing illegal pricing controls on third-party sellers, marking a significant escalation in the regulator's scrutiny of the e-commerce giant's market dominance.

Feb 5, 2026

Business

AbbVie's Q4: Immunology and Neuroscience Surge Shields Against Aesthetics Slump and Pricing Pressures

AbbVie reported mixed fourth-quarter results, with strong growth in immunology and neuroscience drugs countering weakness in its aesthetics portfolio and broader pricing headwinds. While revenue slightly missed estimates, adjusted earnings per share beat expectations.

Feb 5, 2026

Business

Vicor Corporation's Dual Engine: Can Licensing Gains and AI Power Tech Drive a Re-rating?

Vicor Corporation (VICR) is navigating a critical transition, with its equity story now powered by a burgeoning high-margin licensing stream and its next-generation power delivery technology aimed at AI infrastructure. While the stock's valuation reflects optimism, execution on these dual fronts will determine its trajectory.

Feb 5, 2026

Business

Kennametal Beats Estimates, Raises Outlook on Strong Pricing and Energy Sector Wins

Kennametal posts robust Q2 FY2026 results, exceeding sales and EPS forecasts. The industrial tooling leader cites strategic wins in energy and aerospace, effective pricing actions to counter soaring tungsten costs, and an upgraded full-year outlook as key drivers.

Feb 5, 2026

Business

Bloom Energy's Valuation Under Scrutiny Following Landmark Power Deals for AI Data Centers

Bloom Energy's stock has surged over 70% this year, fueled by multi-billion dollar agreements with American Electric Power and Brookfield. Analysts now question whether the solid oxide fuel cell maker's premium valuation is justified by its role in powering the AI boom.

Feb 4, 2026

Business

Geopolitics, Power, and Supply Chains: The New Bottlenecks Reshaping Nvidia and the Semiconductor Cycle

While Nvidia's China sales await a regulatory green light, a deeper shift is underway. The AI boom's next phase is being constrained by power management, memory, and advanced packaging, reshaping value across the semiconductor landscape and turning mature foundries into critical enablers.

Feb 4, 2026

Business

Sunrun Soars as Distributed Power Plant Hits Record Scale, Signaling Shift in U.S. Energy Landscape

Shares of residential solar leader Sunrun surged over 11% after announcing the nation's largest distributed power plant, with customer participation skyrocketing more than fivefold in 2025 and delivering gigawatt-scale grid support.

Feb 4, 2026

Business

FTC Strikes Landmark Deal with Express Scripts, Forcing Major Overhaul of PBM Insulin Pricing Practices

In a sweeping settlement, Express Scripts agrees to fundamental changes in its drug pricing and rebate practices, a move the FTC says could save patients billions on insulin costs and bring its controversial Swiss-based rebate aggregator back to U.S. soil.

Feb 4, 2026

Business

Novo Nordisk Shares Plunge as 2026 Outlook Darkens Amid Lilly Rivalry and U.S. Pricing Pressures

Novo Nordisk forecasts a significant drop in sales and profits for 2026, citing intense competition from Eli Lilly and U.S. government pricing constraints, sending its stock tumbling and wiping billions from its market value.

Feb 4, 2026