Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
SkyWest Inc. reported robust full-year 2025 financials and announced multi-year contract extensions with United and Delta for its E175 aircraft, reinforcing its strategic position as a leading regional carrier partner amid ongoing industry shifts.
Nomura Holdings reported robust Q3 results, with its four main divisions hitting an 18.5-year profit high and ROE consistently exceeding targets. However, losses in its digital asset unit tempered overall gains, prompting the firm to announce a significant share repurchase program.
Argenta Silver Corp. sees its stock decline following the announcement of a new mineral discovery at its El Quevar project in Argentina and the completion of a substantial equity financing, highlighting the complex calculus investors face with junior mining explorers.
Waste Management capped off a strong 2025 with record cost performance and margin expansion, driven by operational discipline and its growing sustainability portfolio. The company forecasts continued growth for 2026, backed by robust cash flow and ambitious capital return plans.
Oshkosh Corporation reported full-year revenue of $10.4 billion and adjusted EPS of $10.79 for 2025. While projecting sales growth to approximately $11 billion in 2026, the company cautioned about near-term softness in its industrial access equipment segment and a significant $200 million tariff impact.
Jefferies raises price target on CS Disco following strong Q3 results fueled by its Cecilia AI platform, yet maintains a cautious 'Hold' rating as the company balances growth investments against profitability.
PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.
Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.
SL Green Realty Corp. posted a significant net loss for 2025 despite rising revenues and robust leasing activity. The Manhattan office landlord confirmed a shift to quarterly dividends and is advancing major financing and asset sale plans, placing cash conservation and balance sheet flexibility at the forefront of its recovery strategy.
Elevra Lithium reports record quarterly revenue from its flagship North American operation but tempers near-term production guidance, highlighting the complex balancing act facing lithium miners as they expand amid market volatility.
Hess Midstream Partners (HESM) capped off 2025 with robust operational results and the completion of its core infrastructure build-out. Management now signals a sharp pivot towards capital discipline, forecasting significantly lower spending through 2028 to fuel growing shareholder returns, even as severe winter weather tempers near-term volume expectations.
Shares of the iconic comfort food chain Cracker Barrel have plummeted nearly 50% in six months, raising urgent questions about its financial health and future prospects. We analyze the key metrics and investor sentiment surrounding the stock.
While the online marketplace sector posted robust Q3 earnings, investor sentiment remains tepid. Shutterstock's strategic embrace of generative AI and solid financials were overshadowed by a broader sell-off, raising questions about valuation in a shifting digital landscape.
UK retail property specialist NewRiver REIT signals a resilient operational performance in its third quarter, driven by sustained consumer spending and strategic capital recycling, while navigating business rate changes.
Canadian National Railway reported robust fourth-quarter earnings and improved operational efficiency for 2025, yet management offered a more guarded, volume-dependent outlook for the coming year, citing persistent headwinds from tariffs and a volatile trade environment.
Despite posting solid revenue and profit growth for its final quarter of 2025, Roper Technologies' stock fell sharply this week after its guidance for the coming year fell short of Wall Street's expectations, highlighting the challenges for diversified software firms in an AI-dominated market.
As the tech world's giants build their AI ambitions, chip designer Arm Holdings stands at the center. With its Q3 earnings report on the horizon, investors are weighing whether its foundational role justifies a premium valuation.
TAL Education Group's stock soared following robust Q3 FY2026 results and a new share repurchase program, marking a potential inflection point for the Chinese tutoring giant navigating a post-regulatory landscape. Analysts debate if the rally signals a lasting recovery or a temporary reprieve.
Standex International reports robust second-quarter results, with organic growth reaching 6.4% and record quarterly orders. The company's strategic pivot towards high-growth markets like electrical grid infrastructure and new product development is now materially boosting the top line.
