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Solar industry executives said near-term demand remains strong despite policy uncertainty, tariffs and supply-chain adjustments, with data centers, manufacturing growth and energy-storage deployment expected to support continued investment in renewable generation.
Speaking at BNP Paribas’ Power Up
BWX Technologies, Mercury Systems, and Howmet Aerospace show strong backlog, revenue growth, and raised guidance as defense spending rises, though their stock performances vary widely.
Equitable (NYSE:EQH) highlighted continued business momentum, strategic portfolio changes and its planned merger of equals with Corebridge during its 2026 annual meeting of stockholders.
President and Chief Executive Officer Mark Pearson said 2025 was marked by “strong execution and meaningful prog
SoFi Technologies is using its national bank charter to settle roughly $25 billion in annualized Mastercard transaction volume via its SoFiUSD stablecoin, cutting costs and drawing commercial deposits.
High institutional ownership, dividend growth, and AI or margin catalysts make ADM, Sanmina, and Delek US Holdings overlooked stocks worth a closer look, this analysis argues.
EQB (TSE:EQB) CFO Anilisa Sainani said the company’s acquisition of PC Financial represents a major expansion in scale, customer reach and revenue diversification, while management remains focused on integration execution, credit normalization and operating leverage.
Speaking at a CIBC financials c
Best Buy is expanding its Fire TV ad partnership with Amazon, growing its high-margin media network toward $1 billion in revenue as a new CEO takes over amid hardware cost pressures.
Element Fleet Management (TSE:EFN) Chief Financial Officer Heath Valkenburg said the company continues to see a substantial long-term growth opportunity despite softer recent commercial execution and more cautious fleet customers.
Speaking at an investor presentation, Valkenburg pointed to year-to-
ITT (NYSE:ITT) CEO and President Luca Savi outlined the company’s growth priorities, market conditions and integration plans for SPX FLOW during an investor discussion hosted by D.A. Davidson Senior Research Analyst Matt Summerville.
Savi described ITT as a diversified engineering company that desi
A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.
Elanco Animal Health (NYSE:ELAN) President and CEO Jeff Simmons outlined the company’s growth strategy, product launches, deleveraging plans and outlook for its pet health and farm animal businesses during the Bank of America Healthcare Conference in London.
Simmons said Elanco delivered 10% report
Vaalco Energy (NYSE:EGY) outlined its approach to investing in African oil and gas assets, emphasizing established infrastructure, production-sharing contracts and opportunities created as major energy companies divest mature positions in favor of ultra-deepwater projects.
Speaking with Water Tower
BridgeBio Pharma (NASDAQ:BBIO) expects 2027 to be a transformative year as it expands from one commercial product to four globally launched therapies, President and CFO Thomas Trimarchi said during a Bernstein discussion.
Trimarchi said the company’s strategy centers on developing medicines for gen
Ring Energy (NYSEAMERICAN:REI) executives said the company is positioning for higher production, improved capital efficiency and lower leverage in 2027 as it expands horizontal drilling across its Central Basin Platform assets in West Texas.
Speaking at the Water Tower Virtual Insights Conference,
Genco Shipping & Trading outlined a dry bulk market outlook supported by limited fleet growth, longer trade routes and rising commodity volumes, while highlighting its low-leverage balance sheet and variable dividend policy.
Peter Allen, CFO of Genco Shipping & Trading, said the company own
Comstock (NYSEAMERICAN:LODE) is operating its first industrial-scale solar-panel recycling facility continuously and plans to increase utilization to 25% during the fourth quarter, Chief Executive Officer Corrado De Gasperis said during a Water Tower Research conference session.
De Gasperis describ
Bio-Rad Laboratories (NYSE:BIO) is pursuing a multi-year effort to improve growth, expand margins and strengthen free cash flow, with management emphasizing portfolio focus, operating discipline and a more selective approach to acquisitions.
Speaking at a Bernstein conference, Chief Financial Offic
Dycom Industries (NYSE:DY) is positioning itself as an end-to-end infrastructure services provider for growing data consumption, expanding from its traditional telecommunications work into data-center electrical and structured-cabling services, Chief Executive Officer Dan Peyovich said at D.A. David
Charles River Laboratories International (NYSE:CRL) outlined a strategy to accelerate growth, expand margins and modernize its operations during its 2026 Investor Day, setting financial targets through 2030 that include 5% to 7% organic revenue growth, an approximately 24% non-GAAP operating margin
Rogers Communication (NYSE:RCI) CFO Glenn Brandt said the Canadian wireless market showed signs of greater pricing discipline during the second and third quarters after heavy discounting earlier in the year contributed to higher churn across the sector.
Speaking at a CIBC conference, Brandt said Ro
Toro (NYSE:TTC) is positioning its professional businesses, underground infrastructure operations and technology investments as key drivers of future growth, incoming Chief Executive Officer Edric Funk said at D.A. Davidson’s Diversified Industrials & Services Conference in Nashville.
Funk, who
Lincoln Electric (NASDAQ:LECO) is seeing broad-based improvement in industrial demand, led by consumables, standard welding equipment and automation investments, while automotive remains the company’s principal weak end market, Executive Vice President, CFO and Treasurer Gabriel Bruno said during an
Spin Master (TSE:TOY) said it has reduced the share of legacy Spin production sourced from China to about 25% and has built a more diversified supply chain, as the toy company manages tariff costs, inflationary pressures and shifting retailer purchasing patterns.
During a discussion with a CIBC ana
Banco Bilbao Viscaya Argentaria (NYSE:BBVA) CEO Onur Genç said the bank expects its combination of profitability, loan growth and shareholder distributions to remain sustainable, pointing to its presence in relatively low-leverage markets, leading local franchises, technology investments and capital
ON (NYSE:ONON) outlined a three-year growth plan centered on premium pricing, product innovation, retail expansion and new sports categories, targeting at least CHF 5.6 billion in net sales and an adjusted EBITDA margin of 22% or higher by 2029.
At its Investor Day in Zurich, the Swiss sportswear c
Forum Energy Technologies (NYSE:FET) executives outlined a strategy centered on market-share gains, product innovation and international expansion during the Water Tower Research Virtual Insights Conference, as the company targets significant revenue, EBITDA and free-cash-flow growth through 2030.
Costco topped Q4 2026 EPS and revenue estimates, driven by pharmacy, gas, and membership growth, and plans 33 new warehouses in FY2027 despite ongoing tariff pressures.
Cracker Barrel shares rose over 12% after Q4 2026 earnings beat estimates, but non-recurring items, declining traffic, and high short interest raise questions about the rally's durability.
Circle Internet Group (NYSE:CRCL) Chief Executive Officer Jeremy Allaire said the company’s newly launched Arc blockchain network represents its largest platform launch to date, with the potential to become an economic operating system for internet-based financial activity.
Speaking at the 11th Ann
Oracle's force majeure notice on its Project Jupiter AI data center, tied to a natural gas pipeline delay, raises risk questions for Oracle, Bloom Energy, and Energy Transfer, though analysts remain bullish.
Verisk Analytics (NASDAQ:VRSK) CFO Elizabeth Mann said the company continues to target 6% to 8% annual organic constant-currency revenue growth despite recent pressure from unusually light weather-related claims activity and a normalization in insurance premium growth.
Speaking at an investor event
BioPharma Credit (LON:BPCP) reported a higher share price and continued portfolio diversification in its half-year investor presentation, while manager Pharmakon said it is managing cash to support new lending opportunities and potential future repayments.
Pedro Gonzalez de Cosio, chief executive o
Diamondback Energy shares fell after a Morgan Stanley downgrade and a large share block sale, but strong Q2 earnings and a persistent Middle East supply gap support a higher oil price floor.
BlackBerry secured a $100 million-plus QNX software deal with Coretura, the Daimler Truck-Volvo joint venture, validating its Alloy Kore platform ahead of second-quarter earnings on Sept. 24.
Cytokinetics (NASDAQ:CYTK) executives outlined the company’s commercial expansion plans, cardiovascular pipeline and business-development priorities during a Bernstein investor symposium, highlighting the launch of MYQORZO and clinical programs targeting several forms of heart failure.
Isaac Ciecha
Ferrellgas Partners (OTCMKTS:FGPR) reported fourth-quarter adjusted EBITDA of $23.8 million, up 3% from the prior-year period, while full-year fiscal 2026 adjusted EBITDA declined 3% to $321.3 million as warmer weather reduced propane demand and the company resolved legacy liability claims.
Preside
NVIDIA's forecast to double chip volume, near-unanimous analyst Buy ratings, and rising price targets underscore a bullish outlook, with OEMs like Dell and HPE also poised to benefit.
Super Micro Computer shipped NVIDIA's Vera Rubin NVL72 liquid-cooled racks, backed by a $60 billion backlog, even as its forward P/E of 10.26 remains low ahead of November earnings.
Avery Dennison (NYSE:AVY) used its 2026 High Value Category Investor Showcase to outline how its higher-growth businesses are expected to support revenue growth, margin expansion and capital deployment across its Materials and Solutions segments.
President and CEO Deon Stander said the company gene
Cintas posted 10.9% revenue growth, raised guidance, and continues dividends and buybacks, while a pending UniFirst merger and analyst price target hikes support a potential move to new stock highs.
SpaceX's 2028 shared Falcon 9 cutoff is tightening launch capacity, boosting pricing power for Rocket Lab and Firefly Aerospace while pressuring satellite operators like Planet Labs.
Genco Shipping & Trading (NYSE:GNK) said it is benefiting from a strong dry bulk shipping market, supported by low fleet growth, longer-haul commodity routes and rising demand for Capesize vessels used to transport iron ore, coal and bauxite.
At Sidoti’s Virtual Small-Cap Conference, CFO Peter Alle
Mortgage Advice Bureau (LON:MAB1) reported higher first-half lending, revenue and adjusted profit before tax, although a shift toward lower-revenue refinancing products and delayed digital lead-generation initiatives prompted the company to reset expectations for the full year.
For the six months t
Dave's stock fell on GAAP earnings despite strong revenue growth and margins, as analysts turn bullish while legal challenges over its fee structure remain unresolved.
Rollins (NYSE:ROL) executives said the pest-control company is working to adapt its marketing and customer-acquisition strategy after an unusually volatile period in residential lead generation, which management believes was driven largely by changes in AI-powered search.
Speaking at the JPMorgan U
United Therapeutics (NASDAQ:UTHR) outlined plans to expand its pulmonary fibrosis, pulmonary hypertension and organ-manufacturing businesses at the Bernstein Healthcare Leaders and Disruptors Conference, with management describing a pipeline of 14 prospective product launches and continued share rep
Power Co. of Canada (TSE:POW) has completed its planned simplification into an international financial-services holding company and is positioning its operating businesses, strategic investments and alternative-asset platforms as its next sources of value creation, a company executive said at a CIBC
Insulet (NASDAQ:PODD) Chief Operating Officer Eric Benjamin said the company remains focused on expanding adoption of automated insulin delivery, or AID, systems across large and underpenetrated diabetes markets, while addressing elevated early attrition among certain Type 2 diabetes customers.
Spe
Elastic (NYSE:ESTC) outlined its new metrics offering during an observability-focused investor call, positioning the product as a faster and more storage-efficient way for customers to manage metrics alongside logs, traces and other data types on a unified platform.
Baha Azarmi, Elastic’s General M
Royalty Pharma (NASDAQ:RPRX) executives said the company is monitoring a shifting biopharma policy environment, expanding its artificial-intelligence capabilities and building a presence in China, while maintaining a disciplined approach to capital deployment and leverage.
Speaking during a firesid
Arthur J. Gallagher & Co. (NYSE:AJG) said its diversified brokerage, benefits, reinsurance and claims-management operations continue to support growth despite easing property insurance pricing, with the company projecting approximately 6% organic growth in the third quarter.
Chairman and Chief
Ingersoll Rand (NYSE:IR) executives said improving demand in short-, medium- and long-cycle businesses, combined with investments in commercial capabilities and engineered solutions, supported a more optimistic outlook for organic growth.
Speaking at a Morgan Stanley conference, Chairman, President
Arcturus Therapeutics (NASDAQ:ARCT) presented preliminary Phase II data for ARCT-810, its mRNA therapeutic candidate for ornithine transcarbamylase, or OTC, deficiency, while outlining plans to introduce a next-generation delivery platform into the program.
OTC deficiency is a urea-cycle disorder i
TELUS (NYSE:TU) is sharpening its focus on its telecommunications operations and AI data infrastructure while reviewing other businesses that may be better positioned under different ownership, newly appointed Executive Vice President and CFO Gopi Chande said at CIBC’s Eastern Conference.
Chande, w
ING Group (NYSE:ING) CEO Steven van Rijswijk said the bank’s improved profitability outlook is being supported by stronger revenue growth, operating scalability and capital discipline, while management remains focused on organic expansion and targeted bolt-on acquisitions.
Speaking at an investor e
Compass Pathways (NASDAQ:CMPS) executives said the company remains on track to complete its rolling New Drug Application submission for COMP360 in the fourth quarter, while preparing commercial infrastructure for a potential U.S. launch following FDA approval and federal rescheduling.
Speaking at T
Costco Wholesale (NASDAQ:COST) reported fourth-quarter fiscal 2026 net income of $2.998 billion, or $6.75 per diluted share, as sales rose 11.2% and the warehouse club continued to invest in pricing, new locations, digital capabilities and membership growth.
The results for the 16 weeks ended Aug.
Akamai Technologies (NASDAQ:AKAM) said it has signed an $11.6 billion, seven-year commitment with artificial intelligence company Anthropic to provide cloud infrastructure services supporting Anthropic’s accelerating CPU workload demands.
Chief Executive Officer and Co-Founder Tom Leighton called t
Legacy Education (NYSEAMERICAN:LGCY) reported record fiscal 2026 revenue and higher profitability, while outlining plans to expand programs, add capacity, enter the Texas market and evaluate acquisitions.
For the fiscal year ended June 30, 2026, revenue increased 24.8% to $80.1 million from $64.2 m
Magna International (NYSE:MGA) said it remains on track to expand margins and grow earnings despite a relatively flat vehicle-production environment, with management emphasizing operational improvements, stronger free cash flow and increased capital returns as key drivers of its strategy.
Speaking
Scholastic (NASDAQ:SCHL) reported a wider adjusted operating loss in its seasonally slow fiscal 2027 first quarter, while reaffirming its full-year outlook as it enters the back-to-school and holiday selling periods with new releases from major franchises and early strength in book fairs.
Revenue d
Sherwin-Williams (NYSE:SHW) said it is positioning its business for growth through continued share gains, productivity initiatives and investments in its store network, supply chain, technology and enterprise-wide customer solutions, even as it expects recovery in its end markets to be gradual and u
AMC Entertainment (NYSE:AMC) shareholders rejected several corporate-governance amendments at the company’s 2026 annual meeting, while approving an increase in shares available under its equity incentive plan and electing three Class 3 directors.
Chairman and Chief Executive Officer Adam Aron said
Cronos Group (NASDAQ:CRON) used its first Investor Day to outline its cultivation, genetics, brand and financial strategy, emphasizing its purpose-built greenhouse partnership with Mucci Farms, continued international expansion and a focus on cash flow generation.
Chief Executive Officer Mike Goren
Hims & Hers Health shares fell 6.7% amid an FTC lawsuit over privacy and billing practices, a new securities class action, and a Q2 earnings miss that has weighed on the stock in 2026.
TMC the metals (NASDAQ:TMC) is advancing a U.S. permitting process for commercial deep-sea nodule recovery while preparing offshore collection equipment and evaluating domestic processing options, Chief Financial Officer Craig Shesky said during a Water Tower Research conference session.
Shesky sai
Vecima Networks (TSE:VCM) reported record fourth-quarter revenue and adjusted EBITDA for fiscal 2026, driven by accelerating deliveries of its distributed access architecture, or DAA, broadband products and higher demand from cable and fiber network operators.
President and CEO Sumit Kumar said the
Paychex shares fell 7.5% after Q1 fiscal 2027 results showed in-line revenue but wider margins and higher EPS, with analysts and institutions viewing the drop as a buying opportunity.
General Mills posted lackluster Q1 FY2027 results tied to its yogurt divestiture, but reaffirmed guidance, a 6.9% dividend yield, and institutional buying suggest a turnaround inflection.
Canadian National Railway (NYSE:CNI) Executive Vice President and Chief Financial Officer Ghislain Houle said the railroad remains comfortable with its full-year guidance as strong Canadian grain shipments, network fluidity and productivity gains support results despite softness in lumber and intern
Sandisk shares near $1,800 as AI-driven NAND demand, price-floor contracts, S&P 100 inclusion, and a $14 billion buyback reshape its valuation and long-term outlook.
UBS and DA Davidson raised Palantir price targets to $250 on AI sovereignty optimism, while short seller Michael Burry has increased his bet against PLTR, citing valuation and receivables concerns.
H. B. Fuller (NYSE:FUL) reported third-quarter fiscal 2026 revenue growth and higher profitability as pricing actions and restructuring savings more than offset lower volumes and elevated raw-material costs.
Revenue increased 5.2% from a year earlier, while organic revenue rose 4.4%, driven by 7.4%
