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Johnson controls: stable prospects, valuation appears fair
Revenues, orders, and backlog continue to rise for the first nine months of FY2023. Growing demand for ...
September 19, 2023, 3:18 am
Symbotic: strong fundamentals but be patient for better entry point
Symbotic's share price has surged 428% year to date, making it the largest winner in the warehouse automation theme. The Symbotic platform differentia...
September 18, 2023, 12:57 pm
Klaviyo ipo: 5 things to know about the digital marketer trying to cut through the spam
As the backlog of software IPOs builds up, the digital marketing software-as-a-service platform Klaviyo...
September 15, 2023, 7:34 am
L3harris growth prospects take off with space wins and defense spending
L3Harris is a defense industry provider that has benefited from increased defense spending, particularly in the EU. The company has a massive $25 bill...
September 15, 2023, 6:28 am
Goldman chief david solomon opines on ipo revival, the sale of greensky and the challenge of a ‘lousy' economic environment
Goldman Sachs chief executive David Solomon said this week's blockbuster initial public offering from ARM Holdings could create a “virtuous cycle”...
September 13, 2023, 9:02 am
Why matrix service stock is up today
Matrix reported quarterly results that were roughly in line with expectations and provided encouraging news about its future orders. The company's
September 12, 2023, 3:27 pm
The middleby corporation: path to recovery and growth ahead
MIDD exceeded earnings expectations in 2Q23 with strong results in revenue and margins. Inventory destocking pressure is easing, and sales segment is ...
September 12, 2023, 2:12 pm
Virco's (virc) q2 earnings & sales top estimates, shares up
Virco's (VIRC) second-quarter fiscal 2024 results reflect robust backlog conversions in a challenging m...
September 12, 2023, 1:35 pm
Trane technologies: a good buy at current levels
Trane Technologies has strong revenue growth prospects driven by a strong backlog, secular megatrends, ...
September 8, 2023, 2:41 am
Bigbear.ai: speculation for high risk, high reward
BigBear.ai is a young company that uses AI to help companies and governments make complex decisions. The company has seen some fiscal pressure on marg...
September 8, 2023, 1:07 am
Primoris services: strong momentum is driving investor value here
Primoris Services Corporation has shown strength in its top line, with a significant increase in backlog...
September 7, 2023, 10:35 pm
Kratos defense & security: steller performance comes at a price
Kratos Defense & Security offers cost-effective combat drones that enhance the capabilities of manned fighter jets. The company has shown progress in ...
September 7, 2023, 11:48 am
Abb: stable prospects, likely baked into the stock
Ongoing portfolio restructuring positions ABB to capitalize on growth opportunities in electrification and automation. Well-positioned to benefit from...
September 7, 2023, 4:28 am
Why daktronics stock jumped today
Daktronics handily exceeded expectations for its latest quarter as it fulfilled its backlog of orders a...
September 6, 2023, 4:08 pm
Why aerovironment stock is soaring today
AeroVironment easily topped Wall Street expectations in its fiscal first quarter. A record backlog prov...
September 6, 2023, 11:01 am
Up to 50% undervalued - why l3harris has become my favorite dividend growth stock
I've recently increased my L3Harris Technologies position by 55% due to my strong belief in its undervaluation. The challenges faced by L3Harris are p...
September 6, 2023, 5:56 am
Primoris services corporation: growth, value, and momentum
Primoris' revenue and operating income (LTM) are both at record highs since 2014. Its backlog recently ...
September 6, 2023, 5:17 am
Will infrastructure demand continue to aid quanta (pwr)?
More demand for infrastructural solutions, buyouts and solid backlog aid Quanta (PWR). However, high co...
September 5, 2023, 3:02 pm
Zimmer biomet (zbh) business recovery continues despite fx woe
Zimmer Biomet (ZBH) is benefiting from increased provider capacity, resulting in backlog pull-through i...
September 5, 2023, 12:02 pm
Aecom: poised to outperform
AECOM's revenue growth is supported by a healthy backlog, increased win rates, and ongoing demand in en...
September 4, 2023, 10:36 am