Student loan giant SLM Corporation confronts securities class actions alleging it failed to adequately disclose rising early-stage delinquencies, casting a shadow over its recent financial performance and valuation narrative.
Modular housing leader Champion Homes (SKY) surpassed Q4 earnings expectations despite a modest sales increase, as strategic shifts toward company-owned retail and new product lines helped offset broader market pressures.
Veralto (VLTO) reported Q4 revenue slightly below expectations, though profit beat estimates. The water technology firm's 2026 guidance reflects a prudent stance amid macroeconomic uncertainty and costs tied to recent acquisitions.
CNBC's Jim Cramer noted a shift in his stance on Bunge Global SA, a major agricultural commodities processor, despite its recent strong performance. Analysts are weighing the stock's future trajectory amid broader market volatility and sector-specific headwinds.
CNBC's Jim Cramer acknowledged Moderna's strong January performance but expressed caution, noting the company faces years of unprofitability and highlighting other pharmaceutical and biotech stocks he finds more attractive for investment.
While Nordson Corporation may not be chasing explosive growth, its consistent 14% return on capital employed and disciplined reinvestment strategy have delivered solid, long-term value for shareholders. We analyze the stability behind the industrial technology leader's performance.
The medtech giant surpassed financial expectations, driven by robust performance in its core imaging and pharmaceutical diagnostics segments, while outlining a strategic shift towards becoming a comprehensive healthcare solutions provider.
Spire Inc. posted a sharp rise in fiscal first-quarter earnings, driven by higher natural gas rates and improved utility performance. The company reaffirmed its full-year outlook, signaling confidence amid regulatory adjustments and evolving energy market dynamics.
Boston Scientific's robust Q4 results were overshadowed by investor disappointment over its forward guidance, triggering a sharp sell-off and raising questions about market expectations for high-flying medtech stocks.
With units trading near $20, Suburban Propane Partners (SPH) presents a conundrum for investors. While recent performance has been mixed, a detailed cash flow and earnings analysis suggests the stock may be significantly undervalued. We examine the metrics behind the potential discount and what it means for the propane distributor's outlook.
As online ad costs surge, a technical revolution in user consent, pioneered in Europe, is quietly reshaping the global ad landscape. U.S. businesses, already grappling with state privacy laws, must integrate compliance with campaign performance to safeguard future marketing efficacy.
GSK delivered a robust fourth-quarter performance, surpassing its medium-term targets ahead of schedule. However, the company's deliberately conservative guidance for 2026 has left the market debating whether this signals prudent management or a missed opportunity to inspire greater confidence.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Eli Lilly & Co. shares surged 10% after the pharmaceutical giant posted Q4 2025 results that smashed analyst forecasts and issued a robust 2026 outlook, powered by unprecedented demand for its GLP-1 drugs Mounjaro and Zepbound.
Silicon Motion Technology (SIMO) reported robust Q4 2025 results, surpassing revenue and margin targets, as executives outlined a bullish outlook fueled by AI infrastructure needs, PCIe Gen5 adoption, and strategic market share gains. The company forecasts continued sequential growth through 2026, targeting record annual revenue despite industry-wide memory supply constraints.
Despite facing persistent commodity inflation and a value-conscious consumer base, Reynolds Consumer Products reported resilient fourth-quarter performance, marked by market share gains and improved profitability. The company's strategic focus on innovation and cost management helped offset headwinds, even as it forecasts continued pressure in 2026.
Despite posting quarterly results that exceeded analyst expectations, shares of Boston Scientific and AbbVie fell sharply as investors scrutinized underperformance in key business units and expressed caution over forward-looking statements.
Automotive seating giant Adient plc kicked off its fiscal 2026 with a resilient performance, overcoming supply chain disruptions to post a 4% revenue increase. The company raised its annual guidance, citing a robust pipeline of onshoring opportunities in the Americas and strong growth in China.
Palantir Technologies smashed Q4 earnings estimates, but CEO Alex Karp's focus on 'inexplicable' revenue growth over customer growth reveals a pivotal shift in its enterprise AI playbook, sending shares soaring.
Packaging leader Silgan Holdings reports robust 2025 results, driven by record performance in dispensing closures and pet food containers. With key leadership changes and the Vayner acquisition fully integrated, the company outlines a confident, if cautious, outlook for 2026 amid evolving consumer trends.
