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Markets

Vertiv (VRT) Signed a Deal Worth Up to $2.6B for UtilityInnovation. Can Faster Power Deployment Justify the Contingent Consideration?

Y

Ryman (RHP) Completed its $1.38B Grande Lakes Orlando Acquisition. Can Initial Adjusted EBITDAre Support the Financing Burden?

Y

Solaris Energy (SEI) Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump

Y

LTC (LTC) Completed a $200M Senior-Housing Acquisition. Can Higher Operating Exposure Beat the Income It Divested?

Y

Apogee (APOG) Agreed to Acquire GroGlass for Up to €62.5M. Can a High-Margin Niche Deliver the Promised Synergies?

Y

Petco (WOOF) Reported Adjusted EBITDA Growth but a $6.8M Tariff Refund Helped the Quarter. Is the Turnaround Self-Funding?

Y

FuelCell (FCEL) Reported $1.3B of Committed Backlog and $2.3B of Awarded Capacity Backlog. How Much Can Become Profitable Revenue?

Y

PVH (PVH) Reaffirmed its Outlook as Tariff Refunds Lifted Margins. Can the Core Business Recover Without the One-Off Benefit?

Y

Nasdaq (NDAQ) Completed the Dasseti Acquisition to Deepen eVestment’s Private-Market Capabilities

Y

Holtec Nuclear Targets $10.2 Billion Valuation in Nasdaq IPO

Y

Yatsen (YSG) Reported 40.4% Skincare Growth but a Larger GAAP Operating Loss. Can Portfolio Mix Outrun Marketing Intensity?

Y

Methode (MEI) Reported 10.4% Sales Growth and $400M of Lifetime Program Awards. When Will Growth Restore Operating Profit?

Y

Tilly’s (TLYS) Delivered a Third Consecutive Double-Digit Comparable-Sales Qtr. Can It Convert Growth Into Durable Profit?

Y

Genworth (GNW) Added $500M to its Repurchase Authorization. Can Enact (ACT) Capital Returns Fund the Buybacks?

Y

Roivant (ROIV) Soars to All-Time High; Q2 Hedge Fund Holdings Surge 41%

Y

Capital Southwest (CSWC) Expanded its Revolver to $595M and Cut the Spread to 2%. Will Cheaper Capacity Outweigh Credit Risk?

Y

Zscaler (ZS) Reported Revenue and ARR Growth While Planning Workforce Reduction

Y

Planet Labs (PL) Reported 58% Revenue Growth. Can Backlog Conversion Sustain Profitability?

Y

Small Caps Watch: Small Caps steadies as critical minerals and energy projects advance

Y

Cisco Systems Sees AI Agents Fueling a Multi-Year Networking Boom

Y

EVI Industries Q4 Earnings Call Highlights

Y

Why a 64-Year-Old Couple Is Draining the Larger 401(k) First to Keep the Survivor Out of the 32% Bracket

Y

Why Delek Holdings Stock Triumphed on Tuesday

Y