Despite navigating multi-year top-line cyclical headwinds, Signet Jewelers (NYSE:SIG) continues to demonstrate robust operational resilience, generating $678.8 million in operating...
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September 28 - Hedge Funds, News
With over $100 billion in assets under management, Cohen & Steers (NYSE:CNS) maintains a pristine balance sheet featuring $219 million in cash and US Treasuries (alongside roughly...
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September 28 - Hedge Funds, News
Cohen & Steers (NYSE:CNS) maintains a solid financial foundation backed by strong asset-management fundamentals.
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September 28 - Hedge Funds, News
While telecommunications providers often navigate capital-intensive balance sheets, Telephone and Data Systems Inc.
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September 28 - Hedge Funds, News
While downstream energy refiners frequently experience cyclical volatility across historical multi-year revenue growth, evidenced by a 3-year revenue CAGR of 18.4% at $8.24 billion...
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September 28 - Hedge Funds, News
While early-stage biopharmaceutical firms typically lack historic multi-year revenue growth (0% 3-year CAGR at $0.00 TTM revenue), positive operating cash flow generation (-$153...
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September 28 - Hedge Funds, News
On August 18, Corporación América Airports (NYSE:CAAP) showcased the sheer durability of its core financial standing.
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September 28 - Hedge Funds, News
With a 3-year revenue CAGR of 1.35% (reaching $2.99 billion in LTM revenue), annual operating cash flow generation exceeding $350 million (yielding $324.3 million in annual free...
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September 28 - Hedge Funds, News
With a 3-year revenue CAGR of 6.2%, an annual operating cash flow generation exceeding $300 million, a net debt-to-equity ratio under 1.0, a return on invested capital of approximately...
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September 28 - Hedge Funds, News
It was reported on September 25 that SK Hynix Inc. (NASDAQ:SKHY) is evaluating an initial public offering for its U.S. NAND flash subsidiary, Solidigm, targeting a 2027 U.S.
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September 28 - Hedge Funds, News
On September 23, Visa Inc. (NYSE:V) disclosed in a regulatory filing that on September 18, 2026, it authorized a $405 million deposit into its U.S. litigation escrow account.
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September 28 - Hedge Funds, News
On September 25, Eli Lilly and Company (NYSE:LLY) announced that the U.S.
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September 28 - Hedge Funds, News
On September 25, Tesla, Inc.
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September 28 - Hedge Funds, News
On September 23, Micron Technology, Inc.
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September 28 - Hedge Funds, News
Planet Labs PBC (NYSE:PL) announced on September 25 that its Pelican-12 satellite has arrived at Cape Canaveral Space Force Station in Florida ahead of its launch aboard Space...
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September 27 - Hedge Funds, News
On September 25, Microsoft Corporation (NASDAQ:MSFT) announced a comprehensive overhaul of its Copilot ecosystem, introducing a central workspace structure consisting of Home, ...
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September 27 - Hedge Funds, News
With a solid multi-year revenue growth trajectory, robust annual operating cash flow generation exceeding $150 million, a resilient balance sheet backed by over $200 million in...
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September 27 - Hedge Funds, News
Supported by solid historical multi-year revenue growth, expanding annual operating cash flow generation exceeding $150 million, a rock-solid balance sheet featuring over $200...
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September 27 - Hedge Funds, News
Boasting a 10-year historical revenue growth CAGR of over 12%, expanding operating cash flow generation above $600 million annually, a flexible balance sheet, a historical return...
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September 27 - Hedge Funds, News
With an extraordinary 10-year revenue CAGR of nearly 90%, expanding annual operating cash flows above $200 million, a debt-free balance sheet holding over $300 million in net ...
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September 27 - Hedge Funds, News
Paramount Skydance Corporation (NASDAQ:PSKY)'s $81 billion pursuit of Warner Bros. Discovery, Inc.
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September 27 - Hedge Funds, News
Outages at Meta Platforms, Inc. (NASDAQ:META)'s platforms don't usually move the stock, but they do tend to raise the same question each time they recur.
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September 27 - Hedge Funds, News
A stock that has lost more than 70% of its value from the peak tends to invite hard questions, and Novo Nordisk A/S (NYSE:NVO) is now facing them from its own investors.
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September 27 - Hedge Funds, News
A billionaire hospitality magnate, Tilman Fertitta, cleared one hurdle in late September 2026 while running into another.
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September 27 - Hedge Funds, News
Activist campaigns tend to surface when a stock's performance no longer matches its story, and The Cooper Companies, Inc. (NASDAQ:COO) is a case in point.
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September 27 - News, Transcripts
Every so often, a decades-old company gets recognized for a track record most investors have stopped thinking about.
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September 27 - Hedge Funds, News
Costco Wholesale Corporation (NASDAQ:COST) has spent years resisting the idea that its warehouse model needs a delivery layer, and that resistance is easing fast.
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September 27 - Hedge Funds, News
Trucking companies rarely get to choose the moment fuel prices spike, and September 2026 has been a particularly bad one.
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September 27 - Hedge Funds, News
The Kraft Heinz Company (NYSE:KHC) is trying to prove that a decades-old brand can still generate new demand rather than just defend old share.
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September 27 - Hedge Funds, News
On August 11, Sagimet Biosciences Inc. (NASDAQ:SGMT) reported financial results for the quarter ended June 30, 2026.
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September 27 - Hedge Funds, News
American Airlines Group Inc. (NASDAQ:AAL) put a number on just how lopsided its revenue has become.
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September 27 - Hedge Funds, News
Netflix, Inc. (NASDAQ:NFLX) has been careful to describe its sports push as selective rather than all-in, and that distinction came into sharper focus in mid-September 2026.
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September 27 - Hedge Funds, News
The pickup truck market is having a gas-engine moment just as EV demand cools nationwide.
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September 27 - Hedge Funds, News
Retailers are watching a line that used to be tidy between drugstore beauty, prestige cosmetics, and wellness start to blur.
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September 27 - Hedge Funds, News
Okta, Inc. (NASDAQ:OKTA) emerged from its Oktane 2026 conference with a stronger AI narrative and a wave of analyst price-target increases.
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September 27 - Hedge Funds, News
On September 11, 2026, the Wall Street Journal reported that contract talks between Stellantis N.V.
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September 27 - Hedge Funds, News
On September 18, 2026, CNBC reported that Robinhood Markets, Inc.
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September 27 - Hedge Funds, News
Alkami Technology, Inc. (NASDAQ:ALKT) just lost the strategic optionality that had surrounded its stock.
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September 27 - Hedge Funds, News
On September 17, 2026, Reuters reported that GE Aerospace (NYSE:GE) Chief Financial Officer Rahul Ghai expressed confidence that a durability issue with the GE9X engine's mid-...
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September 27 - Hedge Funds, News
On September 17, 2026, Reuters reported that Amazon.com, Inc.
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September 27 - Hedge Fund Investor Letters, News
On September 14, 2026, Reuters reported that Michael Dell's family office, DFO Management, together with Sequence Holdings, agreed to take The Baldwin Insurance Group, Inc.
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September 27 - Hedge Funds, News
Carnival Corporation Ltd.
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September 27 - Hedge Funds, News
On September 11, 2026, Reuters reported that Apple Inc. (NASDAQ:AAPL)'s new foldable iPhone Duo launched with impressive features and a premium starting price of $1,999.
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September 27 - Hedge Funds, News
On September 11, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) topped Wall Street estimates for its fiscal first-quarter results and reported a smaller cash burn ...
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September 27 - Hedge Funds, News
On September 12, 2026, Bloomberg reported that VinFast Auto Ltd.
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September 27 - Hedge Funds, News
On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling...
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September 27 - Hedge Funds, News
Permian Resources Corporation (NYSE:PR) posted its best free cash flow quarter in company history, but the same volatility that lifted oil prices enough to fund it is now whipsawing...
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September 27 - Hedge Funds, News
On September 10, 2026, Reuters reported that Stellantis N.V.
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September 27 - Hedge Funds, News
On September 12, 2026, CNBC reported that General Motors Company (NYSE:GM) is in the early stages of developing next-generation battery cells that it says can reduce U.S.
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September 27 - Hedge Funds, News
Safehold Inc.
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September 27 - Hedge Funds, News
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