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Down 36%, this tech stock could go on a bull run
A massive backlog and healthy demand for its products could bring this company out of its slump....
June 9, 2022, 8:35 am
Plug power: time for patient investors to buy the green hydrogen leader
Revenues and margins were lower than consensus expectations although improvement should come in 2H22. Electrolyzers business is on track to meeting it...
June 8, 2022, 10:03 am
American woodmark is a good buy at the current levels
The strong end-market demand has led to a healthy backlog which should support AMWD's topline. The comp...
June 6, 2022, 7:52 am
Louisiana-pacific: upside potential still present
No near-term concerns about housing market and product demand due to strong builder backlog. Strategic ...
June 3, 2022, 7:04 am
Ciena shares drop on q2 miss; clocks 14% revenue growth aided by order flow, backlog
Ciena Corp (NYSE: CIEN) reported second-quarter FY22 revenue growth of 13.8% year-on-year to $949.2 million, missing the consensus of $950.8 millio...
June 2, 2022, 8:33 am
Tri pointe homes ceo weighs in on falling mortgage demand
Doug Bauer, Tri Pointe Homes CEO, joins 'Squawk on the Street' to discuss the state of housing, what Bauer is seeing in orders and ...
June 1, 2022, 11:25 am
Jacobs' stock can continue to outperform
The U.S. government recently passed the Omnibus appropriation bill which should help ramp up the projects that were delayed, supporting the revenue gr...
May 30, 2022, 10:35 am
Cisco's lowered expectations could provide long-term outperformance
By lowering investor expectations in the short-term, management could deliver earnings surprises in future quarters once supply chains are patched up....
May 26, 2022, 8:38 am
Eneti: buy on discounted valuation, improved outlook, and near-term catalysts
Discussing encouraging first quarter earnings report. Over the past six months, the company has more than doubled its contracted ...
May 26, 2022, 2:00 am
Toll brothers (tol) q2 earnings & revenues top, shares up
Toll Brothers (TOL) reports impressive second-quarter fiscal 2022 results, with higher gross margins (up 170 basis points) and a solid ...
May 25, 2022, 10:48 am
Franchise group: gaining some franchising momentum
Franchise Group gains momentum in its growing franchise stores backlogs. As a result of its M&A activit...
May 25, 2022, 8:12 am
Government infrastructure bills drive high-growth expectations for fiber-optics telecom clearfield (clfd)
Telecommunications company Clearfield Inc. (NASDAQ: CLFD) recently reported fiscal second-quarter revenues grew 80 percent and earnings were up 154 pe...
May 19, 2022, 1:04 pm
Aecom is a good long-term bet
AECOM reported strong order and backlog growth in the last quarter. The Omnibus appropriation bill pass...
May 19, 2022, 11:23 am
Jacobs (j) wins 5-year aatc contract renewal, boosts backlog
This contract with AATC will enable Jacobs Engineering Group (J) to deploy its performance data integration and visualization platform, ion....
May 19, 2022, 9:47 am
Qinetiq group grows ‘robust' order book amid rising geopolitical uncertainty
QinetiQ Group PLC (LSE:QQ.) reported a 9% increase in orders and called its backlog robust as full-year...
May 19, 2022, 3:57 am
Microchip: a buy on demand, capacity and dividend expansion
Microchip Technology specializes in microcontrollers and analog chips. The company has a huge order backlog...
May 19, 2022, 2:54 am
Technipfmc: just check the guidance for 2022 and the massive backlog
TechnipFMC plc offers subsea and surface technologies to companies in the energy industry. Management expects to offer innovative solutions that will ...
May 4, 2022, 1:44 pm
Transocean: offshore drilling recovery is gaining some real traction - buy
Company reports first-quarter results largely in line with expectations and provides a constructive outlook. Since the rather disappointing fleet stat...
May 3, 2022, 10:19 pm
Ball corp (bll) to report q1 earnings: what's in the offing?
Ball Corp's (BLL) Q1 performance is likely to reflect benefits from solid demand for beverage can packaging, can plant capacity expansions and robust ...
May 2, 2022, 1:33 pm
Cat: growing backlog and rising commodity prices suggest further upside
Commodity prices have lifted off in 2022, with the Bloomberg Commodity Index up 30.11% YTD. Caterpillar's product offerings, which directly support th...
April 25, 2022, 6:12 pm