After a challenging year, Pool Corp's shares have shown a notable uptick over the past month, reigniting the debate over its valuation. With a significant gap between its current price and analyst targets, investors are weighing short-term momentum against longer-term headwinds in the housing and outdoor living sectors.
Despite a challenging price environment, Murphy Oil (MUR) reported strong operational execution for 2025 and laid out a capital plan focused on funding key international and offshore projects. While near-term production is set to dip, CEO Eric Hambly highlighted a transformative discovery in Vietnam and strategic portfolio expansion as pillars for future growth.
UBS has launched coverage of Arcellx with a Buy rating and a $100 price target, signaling growing Wall Street confidence in a biotech sector recovery and spotlighting the company's promising CAR-T therapy for multiple myeloma.
Lazard Ltd. reported strong fourth-quarter and full-year 2025 results, driven by record financial advisory fees and a rebound in assets under management. Executives framed the performance as validation of the firm's long-term 'Lazard 2030' strategy, highlighting talent investments and a robust pipeline for future growth.
Wall Street is recalibrating its view on Intel, with a significant boost in the consensus price target reflecting renewed confidence in the chipmaker's strategic turnaround and long-term growth prospects.
The Swiss retailer Villars Holding (VTX:VILN) is showing promising signs of improved capital allocation, with its return on capital employed (ROCE) rising significantly over the past five years alongside increased investment. While its overall return remains below the industry average, the positive trajectory suggests potential for a turnaround.
The German electrical equipment manufacturer FRIWO AG demonstrates a masterclass in capital allocation, with its return on capital employed (ROCE) surging to an impressive 48%. This marks a dramatic turnaround from losses five years ago, achieved without a significant increase in its capital base, highlighting operational transformation and efficient reinvestment.
All eyes are on Stanley Black & Decker (SWK) as it prepares to release its quarterly earnings. Investors are looking for signs of a sustained turnaround amid a mixed industrial machinery landscape.
Alphabet's self-driving unit Waymo has raised $16 billion in a landmark funding round, valuing the company at $126 billion. The capital injection, backed by major investors including Alphabet and Dragoneer, is set to fuel an aggressive international expansion of its autonomous ride-hailing service.
U-Haul International prepares to report its fourth-quarter financial results amid a mixed landscape for transportation and logistics firms. Investors are watching for signs of a rebound after recent profit misses.
Amid a challenging home furnishings market, luxury retailer RH is posting resilient results and gaining ground on competitors. A closer look reveals a strategy pivoting on international expansion, high-margin experiential offerings, and disciplined inventory management, setting the stage for ambitious long-term growth.
Amid market volatility, Mettler-Toledo International Inc. (MTD) continues to draw bullish attention for its entrenched role in mission-critical measurement technology across life sciences and industrial sectors. Analysts argue its premium valuation reflects durable competitive advantages rather than market froth.
A year after Hanoi and Washington elevated ties to a Comprehensive Strategic Partnership, an internal Vietnamese military document reveals deep-seated fears of U.S. aggression and 'color revolutions,' highlighting the complex duality at the heart of Vietnam's foreign policy.
Shares of building technologies giant Johnson Controls International have surged over 60% in the past year, dramatically outperforming the broader market. As the stock hovers near $123, investors are grappling with a critical question: does the current price reflect the company's true value, or has momentum outpaced fundamentals? A deep dive into valuation metrics suggests caution may be warranted.
After a challenging period of fixed-price contracts, Mercury Systems (MRCY) is positioned at the convergence of ruggedized computing and rising defense AI budgets. With a record $1.4 billion backlog, bulls eye a potential turnaround as legacy headwinds fade.
Otis Worldwide Corporation (OTIS) is showing signs of a resilient turnaround, with its core service business and booming modernization orders driving growth despite headwinds in new equipment sales, particularly in China. This analysis delves into the investment thesis gaining traction among some fund managers.
In his first podcast since leaving the FBI, former co-deputy director Dan Bongino staunchly defended the agency's handling of the Jeffrey Epstein files, attacked internal critics, and revealed details of a conversation with former President Donald Trump, who suggested his media platform might be more valuable than his government post.
Intel's stock rallied sharply Monday, fueled by speculation of a landmark chipmaking deal with Apple and a significant share purchase by its CFO, signaling renewed confidence in the company's turnaround strategy.
Amid a turbulent Florida property insurance market, HCI Group has engineered a remarkable turnaround. Its vertically integrated, technology-driven model is delivering record margins and attracting bullish investor attention, presenting a compelling case in a high-risk sector.
Snap Inc. is showing signs of a financial turnaround, powered by its surging Snapchat+ subscription service and strategic AI investments. As daily active users approach half a billion, analysts are reassessing the social media pioneer's long-term potential.
