As Honeywell International advances its plan to separate its Aerospace unit, analysts see a classic value-unlocking story. Beyond the spin-offs, the conglomerate's significant stake in quantum computing firm Quantinuum adds a layer of high-tech optionality to its steady industrial core.
BigBear.ai's stock fell sharply following the announcement of a major partnership with AD Ports Group's digital arm and a concurrent proposal to potentially double its authorized shares, highlighting investor tension between long-term growth and near-term dilution.
Lenovo unveils new AI-driven meeting room solutions at ISE 2026, integrating its ThinkSmart Core platform with Huddly's intelligent AV systems. The move strengthens its enterprise collaboration play, but analysts question its immediate impact on the tech giant's financial outlook.
As utilities worldwide modernize, Itron Inc. (NASDAQ: ITRI) is shifting from a hardware-centric model to a software-driven platform. This strategic pivot, centered on recurring revenue and mission-critical grid management solutions, could be the catalyst for a significant market re-rating, argues a bullish investor thesis.
Walmart's fair value estimate sees a modest uptick, reflecting a nuanced analyst landscape where operational strength contends with broader retail sector headwinds.
While Century Communities posted a record-breaking fourth quarter for new contracts, its tempered revenue guidance for 2026 has investors weighing near-term margin pressures against long-term operational discipline and shareholder returns.
eGain Corporation (EGAN) reported stronger-than-anticipated fiscal Q2 results, driven by accelerating adoption of its AI Knowledge Hub and a growing partner ecosystem. The company highlighted major enterprise wins and robust financial metrics, signaling a strategic shift towards AI-powered customer engagement.
Ball Corporation (NYSE: BALL) reported record financial results for 2025 and provided a confident outlook for 2026, fueled by robust global demand for aluminum beverage cans, disciplined cost management, and the recent acquisition of European assets. New CEO Ron Lewis emphasized the company's strategy is 'intact and working,' targeting continued double-digit EPS growth.
Snowflake's landmark partnership with OpenAI, coupled with its existing Anthropic alliance, signals a direct play for AI market share against Amazon AWS and Microsoft Azure, potentially accelerating its growth trajectory and reshaping investor perception.
After a transformative 2025, SoundHound AI is leveraging its voice-first technology and the acquisition of Amelia to challenge for leadership in the burgeoning agentic AI market, with profitability on the horizon.
The closure of the Saks Off 5th store at Twin Cities Premium Outlets marks the end of an era for the discount retailer in Minnesota, following its parent company's bankruptcy filing and strategic shift away from physical off-price locations.
With Greg Abel now at the helm and a record cash pile nearing $400 billion, Berkshire Hathaway stands at a pivotal moment. Analysts see potential for strategic shifts and renewed growth, even as the stock trades below its historical valuation average.
Payward, the parent company of crypto exchange Kraken, reported a 33% surge in adjusted revenue to $2.2 billion for 2025, driven by a strategic expansion into traditional assets and proprietary trading. The shift highlights the firm's successful move to reduce reliance on volatile crypto trading volumes.
The luxury brand's revenue climbed 5% to $167 million in the third quarter, driven by strong performance in North America and a successful expansion beyond its iconic evening heels into everyday luxury.
Goldman Sachs initiates coverage on Healthpeak Properties (DOC) with a neutral stance, highlighting improving occupancy trends and cash flow visibility in its senior housing segment, while the REIT moves forward with plans to spin off its senior housing assets into a new public entity.
As Whole Foods opens its 13th Connecticut store in Cheshire, parent company Amazon is scaling back its other grocery formats, highlighting a strategic shift in its brick-and-mortar food retail ambitions.
One month after the dramatic capture of President Nicolás Maduro, Venezuela's Chavista movement is undergoing a significant internal reorganization, balancing unity efforts with delicate negotiations with Washington.
The retail giant Walmart has surpassed a $1 trillion market valuation, becoming one of the few non-tech companies to reach the milestone amid strong e-commerce growth and a strategic shift to the Nasdaq.
Micron Technology is undergoing a profound transformation, pivoting decisively from consumer memory to become a powerhouse in high-bandwidth memory (HBM) for AI. With its 2024 HBM supply already sold out and massive fab investments in Singapore and Taiwan, the company is staking its future on the insatiable data center demand.
While Tesla's electric vehicle deliveries dipped in Q4 2025, its energy storage business shattered records, deploying 14.2 GWh. CEO Elon Musk declares energy as the company's future growth engine, even as solar faces industry headwinds.
