Specialty metals maker Carpenter Technology (CRS) posted record quarterly operating income and lifted its 2026 guidance, fueled by robust aerospace and defense demand. Despite the strong performance, its stock price has pulled back sharply, presenting a potential valuation disconnect for investors.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.
Align Technology is accelerating its expansion in Southeast Asia with new product launches and affordability programs, a strategic pivot as the company navigates competitive pressures and seeks to reignite investor confidence amid a challenging stock performance.
As Verizon Communications navigates a $29 million ESOP share registration and heightened regulatory scrutiny of its $20 billion Frontier fiber acquisition, analysts are increasingly framing the telecom giant as a high-yield, bond-proxy utility. With heavy debt and dividend commitments constraining flexibility, the company's strategic moves are being watched for signs of how it will balance growth with its new, more regulated profile.
While Morgan Stanley maintains an Overweight rating on PDD Holdings, the firm has removed the e-commerce giant from its Top Picks list, citing heightened regulatory scrutiny and a slower-than-expected consumer recovery in China.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
Despite a 4.3% year-over-year revenue decline in Q3 FY2026, DXC Technology outlines a strategic pivot, leveraging its legacy systems and AI to build scalable IP and shift toward value-based pricing models.
DXC Technology's latest earnings reveal a company in transition, betting big on 'AI-native' products to offset declines in its legacy IT services. While revenue dipped, improved bookings and a strong cash position signal cautious optimism for its strategic pivot.
Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.
Craig-Hallum and Northland Securities have both lowered price targets for MiMedx Group (MDXG), citing near-term uncertainty following new CMS billing guidance for skin substitute products, though both firms maintain positive long-term ratings.
NuScale Power holds a unique regulatory approval for its small modular reactor technology, positioning it at the forefront of a potential nuclear energy shift. Yet, with no commercial deployments and a canceled flagship project, investors face a high-stakes gamble between revolutionary disruption and fading promise.
NuScale Power's stock has surged over 640% since early 2024, fueled by investor optimism around its small modular reactor technology. While the potential is vast, analysts caution the road ahead remains fraught with financial and regulatory challenges.
Edwards Lifesciences (NYSE: EW) has terminated its planned takeover of JenaValve, opting instead to reinvest capital into its internal transcatheter aortic (TAVR) and mitral valve development programs. The strategic pivot underscores a renewed focus on organic growth in its core structural heart business.
French IT giant Capgemini initiates the sale of its U.S. federal subsidiary, Capgemini Government Solutions, attributing the move to restrictive oversight rules for classified contracts and a desire for strategic focus.
Despite recent price pressures, Ethereum is positioned for a potential surge, driven by impending U.S. crypto legislation and its dominant role in the booming tokenization of real-world assets. Analysts see a pivotal window opening before mid-2026.
The Optimism Collective has unveiled OP Enterprise, a comprehensive blockchain infrastructure platform designed to give financial technology firms and institutions direct control over revenue and operations. The launch signals a pivotal shift towards institutional-grade Web3 solutions as regulatory clarity emerges.
Nikolay Storonsky, the billionaire CEO of fintech giant Revolut, has officially corrected corporate records to reaffirm his UK residency, following a brief filing that listed him in the UAE—a move that had sent shockwaves through regulators and political circles.
New Oriental Education & Technology Group (NYSE: EDU) sees its stock momentum bolstered by substantial institutional ownership, which now stands near 49%. Last week's $482 million market cap gain adds to a 22% annual return, highlighting investor faith in the Chinese education giant's post-regulatory overhaul trajectory.
