In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.
Multiple company directors at the UK hydrogen power specialist have invested heavily in its stock over the past year, a move often interpreted as a bullish signal on future prospects, despite the shares trading significantly higher now.
Trane Technologies (NYSE: TT) reported robust Q4 2025 results, driven by exceptional commercial HVAC demand and a record $7.8 billion backlog. While proactive inventory adjustments pressured residential margins, executives project 12-14% adjusted EPS growth for 2026, fueled by strategic acquisitions and sustained commercial strength.
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.
Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.
Rosenblatt Securities raised its rating on cybersecurity firm Fortinet ahead of its Q4 earnings, citing a favorable hardware refresh cycle, effective sales strategies, and supportive tax incentives as key growth drivers.
Africa's largest conglomerate secures a strategic gas supply agreement with Nigeria's state oil firm, a key move supporting national ambitions to leverage vast gas reserves for industrial growth and investment.
Amid rising electricity prices and shifting federal incentives, solar platform GigaWatt is turning to crowd-investing to accelerate its push into integrated, user-friendly DIY solar kits, betting on AI and streamlined hardware to capture a growing market.
Investment firm Giverny Capital highlights insurance distributor TWFG as a key holding in its latest letter, revealing a challenging year where its value-focused strategy lagged the AI-fueled market rally.
Wells Fargo lowered its price target on UnitedHealth Group (UNH) following its Q4 report and a disappointing Medicare rate proposal from regulators, highlighting pressures on the healthcare giant's key growth engine.
The all-stock deal creates a top-tier independent producer focused on the Permian Basin, with Beth McDonald at the helm aiming to unlock significant synergies and shareholder returns.
With a cash reserve that could last just over a year at its current burn rate, InflaRx faces a critical period to prove its clinical pipeline's value. While management has reined in spending, the company's financial strategy is now under the microscope.
Profitability alone doesn't guarantee a stock's success. We examine three companies with strong margins, highlighting two that are leveraging their financial health for growth and one where challenges may cloud the future.
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.
Despite an 8.3% year-over-year revenue dip, First Merchants Corporation reported resilient fourth-quarter earnings, buoyed by disciplined deposit strategies and robust loan expansion. CEO Mark Hardwick pointed to strong commercial activity as a key driver, even as analysts probe the sustainability of growth and integration challenges ahead.
Despite reporting revenue and earnings that topped Wall Street forecasts, Triumph Financial's stock fell post-earnings. While management pointed to strength in its payments network and cost controls, analysts on the call focused on persistent challenges in the freight sector and the sustainability of margins.
After a stellar 365% surge in the past three years, XRP faces a challenging horizon. Economic uncertainty, shifting investor sentiment, and the maturation of key growth drivers suggest a potentially turbulent period ahead for the digital asset.
Fresenius SE & Co. KGaA (ETR:FRE) faces a challenging period as its stock declines, with a key profitability metric and a high dividend payout strategy raising questions about its near-term growth prospects.
A perfect storm of geopolitical tension, a surging dollar, and cascading liquidations triggered a brutal selloff across crypto and traditional 'safe havens' over the weekend, raising fresh questions about market maturity and resilience.
A second woman has come forward alleging the late financier Jeffrey Epstein arranged for her to have a sexual encounter with Prince Andrew in 2010, according to a BBC report. The claim surfaces amid renewed scrutiny following a major document release by U.S. authorities.
