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
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...
Can Eaton Corporation (ETN) Turn COL Group Into a Growth Engine?
On September 25, Eaton Corporation plc (NYSE:ETN) announced an agreement to acquire Italy-based COL Group from Oaktree’s Power Opportunities strategy for an enterprise value...
Can AT&T (T) Turn Higher ARPU Into Bigger Cash Flow?
On September 21, BNP Paribas upgraded AT&T Inc. (NYSE:T) to Outperform from Neutral, raising its price target from $26 to $30.
Can T-Mobile (TMUS) Turn AI Into a Growth Advantage?
On September 24, T-Mobile US, Inc. (NASDAQ:TMUS) announced the nationwide launch of new AI-powered AutoPilot capabilities alongside an expansion of its Dynamic CX platform.
General Mills (GIS) Is Showing Signs of a Turnaround, But Wall Street Still Sees a Long Road Ahead
General Mills, Inc. (NYSE:GIS) is showing early signs that its fiscal 2026 trough may be behind it, but the latest quarter does not yet establish a full recovery.
Is Shopify (SHOP)’s AI Opportunity Bigger Than it Looks?
On September 23, Mizuho reiterated an Outperform rating and $180 price target on Shopify Inc.
Can Lenacapavir Power Gilead Sciences (GILD)’s Next Growth Phase?
On September 16, Gilead Sciences, Inc.
TD SYNNEX (SNX): Record Revenue Growth Is Outrunning a Quietly Compounding Margin Problem
TD SYNNEX Corporation (NYSE:SNX) fiscal third-quarter results beat across every headline metric: revenue of $21.6 billion was up 37.7% and above the high end of guidance, non-...
Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?
On September 15, Cadence Design Systems, Inc. (NASDAQ:CDNS) and Analog Devices, Inc.
Verizon (VZ) Has Strong Cash Flow and Subscriber Momentum. Can it Sustain Both?
On September 24, Verizon Communications Inc.
IBM is Building a Bigger Software Business. Can Its Balance Sheet Keep Up?
On September 24, International Business Machines Corporation (NYSE:IBM) announced two key capabilities designed to strengthen its digital asset infrastructure for tier-one financial...
AstraZeneca (AZN) is Expanding its Oncology Engine. Can New Growth Offset Legacy Pressure?
It was reported on September 25 that the U.S.
CrowdStrike (CRWD) is Clearing Hurdles. Can its Financial Momentum Do the Rest?
On September 25, the U.S. Department of Justice (DOJ) concluded its examination into CrowdStrike Holdings, Inc.
Novartis (NVS) Has More Growth Ahead. Can its Portfolio Outrun Generic Pressure?
On September 18, Novartis AG (NYSE:NVS) announced that the Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending marketing authorization...
McDonald’s (MCD): Let’s Begin With a Smile
McDonald's Corporation (NYSE:MCD) has spent years trying to make its restaurants faster and more convenient.
GE Aerospace (GE) and Kratos Defense & Security (KTOS) are Expanding Their Defense Footprint. What Comes Next?
Kratos Defense & Security Solutions, Inc.
Kodiak Sciences (KOD) Climbs Nearly 3x on Promising Wet AMD Trial
Kodiak Sciences Inc.
Merck & Co (MRK) Has Billions in Revenue to Defend. Can its Pipeline Do the Job?
On September 24, Merck & Co., Inc.
Can Costco (COST) Keep Growing into One of Retail’s Biggest Valuation Premiums?
It was reported on September 25 that Costco Wholesale Corporation (NASDAQ:COST) maintains solid underlying business momentum following its Q4 and fiscal year 2026 results, according...
Bank of America (BAC) is Investing for Growth. Can Its Earnings Keep the Pace?
On September 24, Bank of America Corporation (NYSE:BAC) announced plans to hire 1,000 additional apprentices over the next two years alongside a $150 million, five-year commitment...
Lennar (LEN)’s Q3 Results Show the Cost of Protecting Home Sales
Lennar Corporation (NYSE:LEN) delivered 20,840 homes in its fiscal Q3 ended August.
Could Blockchain Create Another Growth Lever for SoFi Technologies (SOFI) and Mastercard (MA)?
On September 22, SoFi Technologies, Inc.
Is Johnson & Johnson (JNJ) Building a Stronger Post-Stelara Growth Story?
On September 25, Johnson & Johnson (NYSE:JNJ) announced top-line findings from its Phase 4 STAR study evaluating Tremfya (guselkumab) in biologic-naïve adults with active psoriatic...
Meta Platforms (META): Are You Going to Buy the Promise?
The promise is what Meta Platforms, Inc. (NASDAQ:META) can do with AI and the reward for investors.
Cintas (CTAS) Beats Estimates and Raises Fiscal 2027 Guidance Despite UniFirst Deal Uncertainty
On September 23, Cintas Corporation (NASDAQ:CTAS) reported results for the first quarter of fiscal 2027, ended August 31, 2026.
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