Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
Despite a softer-than-expected first quarter, Beazer Homes USA outlines a dual strategy of solar-powered community expansion and aggressive capital returns to shareholders, aiming to boost profitability in a stabilizing housing market.
KeyCorp's latest quarterly results beat expectations, fueled by higher net interest income and a return to full-year profitability. The regional bank also completed a $200 million share buyback and issued $750 million in new debt, while refreshing its board. Analysts suggest these moves fine-tune the bank's strategy rather than radically alter its investment narrative.
Meritage Homes shares have lagged peers over the past year, but a detailed valuation analysis suggests a significant gap between its current price and estimated intrinsic value. We examine the DCF and P/E metrics fueling the debate.
Porsche has secured STARTRADER as the official partner for its Carrera Cup Middle East racing series, a strategic move to deepen engagement with performance-focused audiences in a key growth region, even as global delivery figures face headwinds.
Axos Financial Inc. (AX) reported robust second-quarter earnings for fiscal 2026, highlighted by a 23.3% surge in earnings per share and significant loan portfolio expansion, even as it manages industry-wide margin pressures and rising operational costs.
A wave of risk aversion sweeps global markets, dragging cryptocurrencies down sharply. Bitcoin's technical breakdown and a steep drop for Worldcoin highlight a day of heavy losses and liquidations.
Royal Caribbean Cruises (RCL) shares surged nearly 19% after posting a 48% jump in annual profit, driven by robust ticket sales and onboard spending. The cruise giant's bullish outlook for 2026 signals continued strong demand in the travel sector.
Ally Financial shares have experienced significant price swings, leaving investors to question if the current level around $42.96 presents a buying opportunity. While short-term performance has been mixed, our analysis suggests the stock may be trading below its intrinsic value.
Lockheed Martin capped a year of robust sales growth with a historic $194 billion order backlog, driven by soaring demand for its advanced defense systems. The aerospace giant announced plans for a significant 'step function' increase in capital investment for 2026 to ramp up production of missiles and next-generation capabilities.
As regional tensions weigh on major Gulf indices, a closer look reveals resilient investment opportunities among smaller, financially sound companies. From energy giants to niche manufacturers, these picks highlight value where many fear to tread.
Elon Musk is reportedly exploring a major consolidation of his business empire, with SpaceX considering mergers either with electric vehicle giant Tesla or his artificial intelligence startup xAI, as the space company prepares for a landmark public offering.
Microsoft's stock faced its steepest single-day drop in months, closing down 10% despite posting strong quarterly earnings. The sell-off was driven by investor concerns over surging capital expenditures and the company's significant financial ties to OpenAI.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
Panama's Supreme Court has nullified long-held port contracts operated by a CK Hutchison subsidiary, declaring them unconstitutional. The landmark ruling throws the future of key container terminals at both ends of the Panama Canal into doubt and reverberates amid broader geopolitical tensions over global trade chokepoints.
Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.
General Dynamics secures a major multi-year U.S. Navy contract for systems modernization, reinforcing its pivotal role in naval defense and underscoring the strength of its record order backlog amid robust segment performance.
Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.
As OpenAI accelerates toward a potential year-end IPO, Amazon, Microsoft, and Nvidia are in advanced talks to lead a funding round that could exceed $100 billion, reshaping the AI industry's financial and competitive landscape.
Asian equities broadly declined on Friday, taking cues from a volatile U.S. session marked by a historic plunge in Microsoft shares. The sell-off extended to commodities, with oil and precious metals also losing ground.
