General Motors is steering capital back to shareholders with a significant dividend increase and a new buyback program, signaling confidence in its cash flow despite ongoing electric vehicle restructuring. The move places the undervalued automaker firmly on the radar for income investors.
As the offshore drilling sector tightens, Seadrill Limited emerges as a focal point for investors betting on industry consolidation and asset repricing. This analysis unpacks the bullish case centered on its modern fleet and compelling takeover appeal.
Intercontinental Exchange (ICE) is scheduled to release its fourth-quarter earnings before markets open on Thursday, with analysts forecasting steady revenue growth. The report comes as the broader capital markets sector faces headwinds from policy shifts and uneven performance among key players.
As Mettler-Toledo prepares to report fourth-quarter results, investors weigh slowing growth expectations against the company's history of exceeding revenue forecasts. The broader sector's recent performance adds context to the upcoming announcement.
All eyes are on Insight Enterprises as it prepares to report Q4 earnings. After a disappointing prior quarter, analysts project flat revenue growth, setting the stage for a critical update on the company's trajectory in a competitive hardware and electronics landscape.
Carrier Global (NYSE: CARR) is scheduled to release its fourth-quarter earnings before market open on Thursday, with analysts anticipating a modest revenue decline but watching for signs of operational strength in a buoyant sector.
As Omnicell prepares to report quarterly results, investors are watching to see if the medication management specialist can continue its history of exceeding revenue expectations amidst a slowing growth environment.
Rockwell Automation (NYSE:ROK) is set to release its quarterly earnings before markets open Thursday. Investors are watching to see if the industrial automation leader can maintain its recent strong performance amid a mixed sector outlook.
Apple announced a dividend increase to $0.26 per share following a record-breaking quarter, signaling confidence despite ongoing supply constraints and rising memory costs. The tech giant also revealed a strategic AI partnership with Google.
Mastercard expands its footprint in Asia Pacific with a next-generation fleet payment platform and launches an AI-powered agent suite for banks, signaling a strategic push beyond traditional card processing as analysts debate its market valuation.
Varonis Systems detailed its strategic pivot during its Q4 2025 earnings, highlighting a fast-growing SaaS segment against a shrinking legacy business. The company announced new financial disclosures and an acquisition to bolster its AI security offerings as it aims to complete its transition to a 100% SaaS model by the end of 2026.
After navigating past strategic missteps, online automotive marketplace CarGurus (CARG) is emerging as a leaner, more focused business. With a dominant market position, pricing power, and a cyclical recovery in the used car sector on the horizon, analysts see significant upside potential for the stock.
Legence Corp., a critical building systems specialist, is emerging as a key beneficiary of the explosive data center market. With Blackstone's backing and trading at a discount to peers, analysts see significant upside potential despite its post-IPO obscurity.
Singapore's ST Engineering unveiled its largest-ever cargo drone and secured partnerships for its AirFish Voyager marine craft at the Singapore Airshow, signaling a strategic push into next-generation aviation and maritime mobility solutions.
Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
Walmart's fair value estimate sees a modest uptick, reflecting a nuanced analyst landscape where operational strength contends with broader retail sector headwinds.
InnovAge (INNV) reported robust fiscal Q2 2026 results, with revenue and adjusted EBITDA showing significant year-over-year growth. The PACE provider raised its full-year guidance, citing improved revenue integrity, medical cost management, and better-than-expected Medicaid reinstatements.
Amdocs reported first-quarter revenue of $1.16B, meeting guidance, while highlighting strategic AI investments, European expansion, and the closure of its MATRIXX Software acquisition. The company also announced a planned CEO succession for March 2026.
Broadridge Financial Solutions reported robust fiscal Q2 2026 results, fueled by healthy capital markets and sustained demand for its governance and wealth tech. While margins faced a headwind from a tough year-ago comparison, the firm raised its full-year EPS outlook and detailed ambitious plans in digital assets and shareholder engagement.
