Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
Jim Cramer Can’t Stop Gushing About This AI Security Stock – But Can It Retain Customers?
While cybersecurity is a sector that Jim Cramer has been increasingly bullish on for more than a year, primarily due to AI generated tailwinds, Okta, Inc.
TotalEnergies (TTE) Raises Buybacks as It Makes a Bigger Post-2030 Growth Bet
TotalEnergies SE (NYSE:TTE) is increasing shareholder returns while making a larger bet on production growth beyond 2030, putting its capital allocation strategy at the center...
TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate
BMO Cuts Target as Aerospace Demand Holds TransDigm Group Incorporated (NYSE:TDG) is heading into the final quarter of fiscal 2026 with solid operating momentum, although analysts...
Coinbase Global (COIN): New Growth Engines, Same Old Trading Fee Pressure
Coinbase Global, Inc.
Uber (UBER) Has a Growing Insurance Bill. Is Cash Flow Keeping Up?
Uber Technologies, Inc. (NYSE:UBER) is generating more operating cash while carrying a larger insurance obligation.
Walmart (WMT) Delivers Forgotten Groceries Fast. Can Small Orders Make Money?
Walmart Inc. (NASDAQ:WMT) reported roughly 40% growth in U.S. store-fulfilled delivery in its fiscal second-quarter results released August 20.
Boeing (BA) Is Generating Cash Again. How Much Comes From Future Deliveries?
The Boeing Company (NYSE:BA) generated $1.185 billion in operating cash during the first half of 2026, compared with a $1.389 billion outflow a year earlier.
Paychex (PAYX): The Segment Mix Shift Caught the Street Off Guard, But Guidance Did Not Move
Paychex, Inc. (NASDAQ:PAYX) fiscal 2027 first-quarter revenue rose 6% to $1.6 billion, and adjusted EPS grew 10% to $1.34, both ahead of expectations.
Disney (DIS) Pays for the Playoffs. What Happens When Series End Early?
The Walt Disney Company (NYSE:DIS) reported fiscal third-quarter 2026 Sports revenue of $4.5 billion, up 4%, while segment operating income fell 17% to $858 million.
Costco (COST) Collects More Membership Fees. How Much Does It Give Back?
Costco Wholesale Corporation (NASDAQ:COST) increased membership income in fiscal 2026, but rewarding loyal shoppers carries a cost elsewhere in its accounts.
Intel (INTC) Shared Its Factory Bill. Did It Give Up Too Much Flexibility?
Intel Corporation (NASDAQ:INTC) found a partner to help pay for its Arizona chip factories, but accepted constraints on how it operates them.
Spotify (SPOT) Won a Bundling Fight. Why Is Its Royalty Bill Still in Dispute?
On September 1, 2026, a federal judge declined to allow an early appeal of the ruling that Premium qualifies as a music-and-audiobook bundle.
Merck (MRK) Withdrew a Cancer Filing. Is the Drug’s Promise Still Intact?
Merck & Co., Inc. (NYSE:MRK) and Daiichi Sankyo announced on September 25 that they voluntarily withdrew the U.S.
Tesla (TSLA) has a Growing Warranty Bill. Are Future Margins Paying for Past Sales?
Tesla, Inc. (NASDAQ:TSLA) is carrying a larger obligation to service products it has already sold.
Stitch Fix (SFIX) Fixed its Checkout Mistake. Can it Fix its Shrinking Customer Base?
Stitch Fix, Inc. (NASDAQ:SFIX) has corrected a checkout mistake, but its outlook points to a customer problem that predates the error.
Jim Cramer Got His Wish With This Mega AI Stock’s Latest Announcement
NVIDIA Corporation (NASDAQ:NVDA) made a very important announcement on Monday as it fulfilled Jim Cramer's long-held wish.
Nubank (NU): Monzo Talks Add a European Growth Option, but Credit Execution Remains Key
Monzo Talks Add a New Growth Option Nu Holdings Ltd.
Methanex (MEOH) Plans a $300M Debt Repayment. Is It Keeping Enough Cash?
Methanex Corporation (NASDAQ:MEOH) is using favorable methanol conditions to address an approaching debt maturity.
United Therapeutics (UTHR): Goldman Says Sell As The Base Business Shrinks, But 2027 Holds Real Catalysts
Goldman Sachs analyst Andrea Newkirk initiated coverage of United Therapeutics Corporation (NASDAQ:UTHR) on September 24, 2026, with a Sell rating and a $321 price target.
Can Lockheed Martin (LMT)’s Backlog Keep Growing at this Pace?
Lockheed Martin Corporation (NYSE:LMT)’s backlog reached a record $230 billion at the end of the second quarter, up 38.3% from the prior year, and an increase of $36.8 billion...
Pentagon Deepens F-35 Bet: Lockheed Martin (LMT) Secures $871M Support Contract Modification
On September 18, the Department of War (DoW) awarded Lockheed Martin Corporation (NYSE:LMT) an $871 million modification to an existing F-35 Lightning II contract.
Vertiv (VRT): A $1.45 Billion Power Bet Lands As Wells Fargo Defends A Premium Multiple
Wells Fargo analyst Stephen Tusa initiated coverage of Vertiv Holdings Co (NYSE:VRT) on September 25, with an Overweight rating and a $340 price target, calling it the best sales...
Is CEO Jensen Huang Becoming Nvidia (NVDA)’s Most Valuable Political Asset?
CEO of Nvidia, Jensen Huang's influence in Washington has become one of Nvidia's more unusual competitive assets.
Amgen (AMGN) Has a New Growth Opportunity. But How Much Is It Really Worth?
On September 22, Amgen Inc. (NASDAQ:AMGN) announced positive topline Phase 3 results for dazodalibep in systemic Sjögren’s disease.
Thermo Fisher (TMO) Is Turning Innovation Into Recurring Revenue. Can Margins Follow?
On September 23, Thermo Fisher Scientific Inc.
BP vs. Devon (DVN): A Shale Deal That Never Happened Shows Two Different Reset Stories
Reuters reported on September 24, 2026 that BP p.l.c.
Could BHP (BHP)’s Copper Exposure Outweigh its Rising Capital Costs?
BHP Group Limited (NYSE:BHP) has initiated a progressive resumption of activities at its Escondida asset in Chile, the world’s largest copper mine, following a temporary site...
Arthur J. Gallagher (AJG): Pricing Is Cooling. Can Acquisitions Carry the Growth Story?
Four analysts cut price targets on Arthur J. Gallagher & Co.
Can Mondelēz International (MDLZ) Turn Premium Chocolate into More Growth?
On September 22, Mondelēz International, Inc.
Can HCA Healthcare (HCA) Overcome Healthcare’s Margin Pressures?
On September 22, BMO Capital analyst Sean Dodge initiated coverage of HCA Healthcare, Inc. (NYSE:HCA) with an Outperform rating and a $495 price target.
Could Crypto Give CME Group (CME) Another Growth Engine?
On September 22, CME Group Inc. (NASDAQ:CME) announced plans to launch Bitcoin Cash (BCH) and Uniswap (UNI) futures on October 19, pending regulatory review.
Is ASE Technology (ASX) Becoming a Bigger AI Semiconductor Play?
On September 9, ASE Technology Holding Co., Ltd. (NYSE:ASX) reported August 2026 consolidated net revenue of $2.56 billion (NT$82.25 billion), up 34.6% year-over-year in U.S.
Accenture (ACN): A 50% Rally Into Earnings, and a Street That Cannot Agree on What It Means
Accenture plc (NYSE:ACN) heads into its October 1 fiscal Q4 report and October 14 investor day having rallied nearly 50% off its June lows (45% as of September 25), and the six...
Can Cloudflare (NET) Become the Gatekeeper of the AI Web?
On September 15, Cloudflare, Inc.
BlackBerry (BB): QNX Is Compounding, But Secure Communications Just Lost Its Momentum
BlackBerry Limited (NYSE:BB) fiscal second quarter shows two businesses moving in opposite directions at the same time, and the stock's roughly 3% slide on an in-line third-quarter...
Could Bristol-Myers Squibb (BMY)’s New Myeloma Data Reshape its Growth Outlook?
On September 25, Bristol-Myers Squibb Company (NYSE:BMY) announced milestone results from its Phase 3 EXCALIBER-RRMM trial evaluating Zenbexus in combination with daratumumab ...
Unilever (UL) is Pruning Its Portfolio. Could That Unlock Growth?
Unilever PLC (NYSE:UL) announced on September 17 the sale of its personal care and baby care brand, Zwitsal, to Dutch manufacturer Royal Sanders for an undisclosed financial figure...
Could Vertex Pharmaceuticals (VRTX)’s Kidney Breakthrough Unlock a New Opportunity for Maze Therapeutics (MAZE)?
On September 22, Truist analyst Danielle Brill identified a “significant positive readthrough” for Maze Therapeutics, Inc.
Darden (DRI): LongHorn Keeps Carrying the Portfolio While Olive Garden’s Growth Fades
Darden Restaurants, Inc.
Can Union Pacific (UNP) and Norfolk Southern (NSC) Redraw America’s Railroad Map?
On September 22, the Surface Transportation Board (STB) unanimously rejected opponents' requests to dismiss the revised merger application between Union Pacific Corporation (NYSE...
Can AI Storage Become the Next Big Catalyst for Newegg Commerce (NEGG) and Western Digital (WDC)?
On September 24, Newegg Commerce, Inc.
Can Novo Nordisk (NVO) Turn Monthly Dosing into Growth?
It was reported on September 25 that Novo Nordisk A/S (NYSE:NVO) has entered into an exclusive global license and collaboration agreement with Swedish drug delivery platform company...
Cintas (CTAS)’s Strong Quarter Is Clear. The Valuation Is the Harder Question
Cintas Corporation (NASDAQ:CTAS) delivered the kind of quarter that should strengthen the standalone growth story, but the stock’s premium valuation leaves less room for execution...
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