e.l.f. Beauty's strategic acquisition of Rhode and relentless innovation fueled a stunning 37.8% sales surge, shattering Wall Street forecasts and setting the stage for ambitious global expansion, albeit with a sharper focus on managing margins ahead.
Fueled by the blockbuster performance of its newly acquired Rhode brand, e.l.f. Beauty posts a 38% surge in Q3 sales and significantly raises its fiscal 2026 guidance, underscoring its aggressive expansion in the value beauty segment.
A significant majority stake in Fifth Era Acquisition Corp I (NASDAQ:FERA) is held by institutional investors, a signal often interpreted as a strong vote of confidence in the blank-check company's future prospects and strategic direction.
Business payments firm Corpay (NYSE:CPAY) reported fourth-quarter revenue of $1.25 billion, a 20.7% year-over-year increase that surpassed Wall Street expectations. The company also issued full-year guidance slightly above analyst consensus, signaling sustained momentum from its corporate payments segment and recent strategic acquisitions.
IT services firm ASGN posted mixed Q4 2025 results, meeting revenue forecasts but missing on profit. While sales held steady at $980.1 million, the company's strategic shift toward high-margin consulting and digital engineering shows promise, driven by record bookings and the integration of its latest acquisition.
Sony Group has detailed ambitious plans to revitalize and expand the iconic Peanuts brand across its global music, film, and distribution networks, following its recent majority stake acquisition. The move signals a new integrated chapter for Charlie Brown and Snoopy.
Shares of Silicon Laboratories Inc. surged nearly 50% after the announcement of its definitive acquisition by Texas Instruments, a move set to reshape the competitive landscape in embedded wireless connectivity.
Following the completion of its acquisition of optical interconnect firm Celestial AI, Marvell Technology (MRVL) receives a reiterated Hold rating from Benchmark. Analysts project a multi-year ramp for the new technology, with significant revenue contributions expected by fiscal 2029.
Boston Scientific (NYSE: BSX) reported robust fourth-quarter and full-year 2025 results, exceeding guidance on key metrics. The medical device leader issued confident 2026 forecasts, underpinned by broad-based performance, margin expansion, and an active pipeline of tuck-in acquisitions like the pending Penumbra deal.
ASGN's Q4 2025 results underscore a deliberate pivot towards high-margin technology consulting, fueled by AI-driven demand. The company announces a unifying 'Everforth' brand, a strategic $290M acquisition, and outlines a path for growth beyond cyclical staffing headwinds.
Despite posting solid revenue growth and announcing a strategic AI security acquisition, Varonis Systems shares tumbled after its quarterly earnings guidance fell sharply short of Wall Street expectations.
Digital Realty Trust has confirmed its entry into the Malaysian market with the acquisition of the TelcoHub 1 data center in Cyberjaya. The move, set to close in the first half of 2026, includes adjacent land for future expansion and is seen as a strategic step to deepen the company's interconnectivity across Southeast Asia's growing digital economy.
Fueled by streaming growth and a series of high-profile catalog acquisitions, Reservoir Media posted strong Q3 results and lifted its full-year guidance, signaling confidence in its diversified rights strategy.
Aerospace supplier TransDigm Group kicked off fiscal 2026 with robust earnings, exceeding expectations and raising its full-year guidance. The company also announced a flurry of acquisitions totaling over $3.2 billion, signaling aggressive growth in proprietary aerospace components and aftermarket parts.
Healthcare distribution giant Cencora (NYSE: COR) kicked off its fiscal 2026 with robust growth, reporting a 12% increase in adjusted operating income and a 9% rise in adjusted EPS. Bolstered by the completion of its OneOncology acquisition and sustained strength in its U.S. specialty pharmaceuticals business, the company has raised its full-year guidance.
Paychex solidifies its position in the competitive human capital management sector by finalizing its acquisition of Paycor and launching an integrated Bill Pay service, aiming to create a more comprehensive suite for small and mid-sized businesses.
Facing headwinds from sluggish organic revenue and contracting margins, building materials giant Owens Corning is reportedly considering acquisitions to reignite growth, a strategic pivot that could reshape its competitive landscape.
Truist Securities has elevated APi Group to its top sector pick, raising the price target to $50 and highlighting the company's defensive business model and recent acquisition of CertaSite as key drivers for growth.
Africa's largest mobile operator, MTN, is shifting its growth strategy towards targeted fintech acquisitions and a measured push into East Africa, signaling a broader transformation from a traditional telco into a diversified digital platform.
GameStop CEO Ryan Cohen has unveiled plans for a potentially transformative acquisition of a publicly traded consumer company, signaling a strategic pivot that could reshape the retailer's future. The company may sell its Bitcoin assets to finance the move, while the board has tied Cohen's compensation to ambitious new growth targets.
