Fortive Corporation capped off 2025 with accelerating revenue growth and robust cash flow, as its operational reset begins to yield results. The industrial tech firm issued confident 2026 guidance, backed by strategic share buybacks and a focus on high-margin software and recurring revenue streams.
Coty Inc. has entered a strategic partnership with OpenAI to integrate advanced AI tools across its worldwide organization, aiming to boost efficiency and collaboration. The move comes as analysts express caution over the company's near-term prospects following a price target cut and looming challenges.
Following the sale of its non-core Tools for Materials Processing business, Coherent plans to streamline operations, strengthen its balance sheet, and double down on high-growth photonics markets critical to AI and communications infrastructure.
German chipmaker Infineon Technologies is making a bold push into AI data centers and electric vehicle semiconductors, backed by fresh investments and solid earnings. Yet, its stock's recent volatility and premium valuation have left investors weighing the long-term promise against near-term risks.
Banco Santander Brasil reported a net income of BRL 4.1 billion for Q4 2025, marking a near 6% annual increase. While progress continues on its multi-year plan to achieve a return on equity above 20%, management acknowledged current challenges in specific loan portfolios and emphasized a strategic shift towards higher-value clients and digital personalization.
Shares of Alfa Laval (OM:ALFA) have gained significant momentum, rising nearly 15% over the last 90 days. This analysis delves into whether the current valuation still presents an opportunity for investors or if the market has already priced in future growth, examining conflicting fair value estimates and key industry risks.
Despite a muted market reaction to Logitech International's recent earnings, a deeper look at its cash conversion reveals a robust financial engine that may signal undervalued growth prospects.
As Gulf markets surge on strong oil and corporate performance, investors are looking beyond the major indices. We analyze three lesser-known companies—in healthcare, transportation, and tech—that are demonstrating strong fundamentals and strategic positioning for the coming year.
Cybersecurity firm Tenable launches Tenable One AI Exposure, a comprehensive platform designed to help enterprises manage vulnerabilities introduced by the rapid adoption of artificial intelligence across their technology stacks.
Amid market volatility, Interactive Brokers (IBKR) stands out with its unique, founder-led model and resilient financials. We examine the investment thesis behind this brokerage powerhouse and its potential for sustained growth.
As Palantir Technologies (PLTR) continues its ascent, a bullish investment thesis gaining traction centers on its proprietary 'Ontology' system. Proponents argue this technology positions the data analytics firm not just as a software vendor, but as an indispensable network for enterprise AI, capable of defying traditional growth slowdowns.
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.
Root, Inc. is leveraging its unique, app-based driving data and embedded partnership model to transform auto insurance. Despite recent stock volatility, its improving loss ratios and scalable tech platform present a compelling long-term growth story.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
Despite a prolonged downturn in existing home sales, Stewart Information Services reports a 6% revenue increase in its title segment for Q3 2024, driven by commercial and agency strength. CEO Frederick Eppinger outlines a disciplined strategy for market recovery while the company raises its dividend.
Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
A key fair value estimate for advertising technology firm The Trade Desk has been revised downward, reflecting a more cautious stance from Wall Street on the company's future growth trajectory amid a shifting digital ad landscape.
UPS is equipping all 5,500 of its retail stores with RFID tracking, a significant expansion of its automation drive aimed at improving package visibility and reducing errors. The move highlights the company's focus on operational efficiency as it vies for higher-margin commercial clients in a competitive landscape dominated by FedEx and Amazon.
