As Jack Henry & Associates (JKHY) prepares to announce its fiscal fourth-quarter results, the financial technology sector watches closely. The report could set the tone for peers in a market segment recently under pressure.
Truist Securities adjusted its price target for American Healthcare REIT (NYSE: AHR) downward slightly, while affirming a Buy rating. The move comes as the firm reassesses its outlook for the broader REIT sector heading into 2026.
OSI Systems posts record Q2 revenue and lifts full-year EPS guidance, navigating softness in security bookings and healthcare challenges with optimism for a stronger second half.
SAP SE's stock plunged to a yearly low following a cautious sector outlook from JPMorgan, which highlighted AI's potential to disrupt traditional SaaS business models, despite the company reporting robust annual earnings.
Insurance brokerage giant Arthur J. Gallagher reported robust fourth-quarter profit growth, driven by resilient demand. However, Truist Securities has lowered its price target on the stock, citing valuation pressures across the property & casualty brokerage sector.
The industrial sector has outperformed the broader market, buoyed by regulatory shifts. However, not all companies are equally positioned. We analyze one stock with a durable edge and two facing potential headwinds.
The construction and maintenance services industry delivered a robust third quarter, with several key players exceeding revenue expectations despite economic headwinds. MYR Group and Comfort Systems stood out with strong beats, while the sector overall demonstrated pricing power and steady demand.
While often operating behind the scenes, industrial companies are the engine of the U.S. economy. Bolstered by a favorable interest rate environment, the sector has surged 18.8% in the last six months, significantly outpacing the S&P 500. We analyze two firms with durable competitive edges and one that may be losing momentum.
W.W. Grainger (GWW) reports quarterly earnings Tuesday morning, with investors watching for signs of sustained growth against a backdrop of mixed industrial sector performance and recent stock gains.
Veralto Corp. is set to report fourth-quarter earnings after Tuesday's market close, with investors watching for signs of sustained growth in water analytics and treatment demand. The report comes amid mixed signals from the broader environmental services sector.
American Financial Group (AFG) is scheduled to release its fourth-quarter earnings after the market closes on Tuesday, with analysts anticipating flat revenue growth. The report comes as the property & casualty insurance sector faces headwinds from policy uncertainty and market volatility.
Japan's manufacturing activity expanded at its fastest pace since mid-2022 in January, a key private survey shows, driven by robust domestic and international orders. While the sector's revival is clear, rising input costs and inflation concerns temper the optimism.
Zeta Global Holdings (NYSE: ZETA) is drawing increased attention from Wall Street, with multiple firms raising price targets amid early 2026 momentum. Analysts point to strategic AI partnerships and sector recovery prospects as key drivers.
The business services sector has outperformed, riding a wave of corporate demand for efficiency. But with economic sensitivity looming, we analyze two companies with robust models and one where caution may be warranted.
UBS has increased its price target for digital transformation leader Globant to $75, forecasting a period of stabilized, if modest, growth for the IT services sector next year despite near-term revenue headwinds.
Bank of America has raised its price target for clinical-stage biopharma firm Xencor (XNCR), highlighting a cautiously improving landscape for the sector driven by data catalysts, M&A, and capital access.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Goldman Sachs Group (GS) has approved a significant dividend increase and projects a robust earnings outlook for Corporate America, fueling debate over whether its strong share price momentum has outpaced its fundamental valuation.
While the industrial sector has surged ahead of the broader market, not all companies are equally positioned for sustainable growth. We analyze one defense contractor with strong tailwinds and two manufacturers where valuation concerns loom large.
Global insurer Chubb Limited prepares to release its fourth-quarter financial results after Tuesday's market close, with investors weighing solid peer performances against broader sector headwinds.
