Metallus is rated a buy due to strong Q2 demand, 12% year-over-year revenue growth, higher shipments, and improved net sales per ton. Aerospace and defense shipments surged, positioning the company for a potential re-rating if it reaches a $250 million annual run-rate by the end of 2026. Key margin improvements depend on furnace investments and cost absorption, while a strong balance sheet offers flexibility. However, negative cash flow in the first half of the year poses a risk if market cycles turn.
Fabrinet is set to report strong Q3 2026 earnings with revenue forecasted at about $1.276 billion, a 41% increase year-over-year, driven by demand in Telecom and Data Center sectors. Earnings per share are expected to rise 45% to $3.81, reflecting ro...
Jernigan Capital, a REIT specializing in financing self-storage facilities, saw its stock rise over 11% to $24.00, reaching a new 52-week high. Analysts have a consensus "Moderate Buy" rating with an average 12-month price target of $27.50, suggestin...
CrowdStrike, a leading cybersecurity firm, has seen its stock price increase by 85% year-to-date, reaching a market cap over $220 billion. Investment firm Cowen & Co. reiterated a "Buy" rating and raised the price target to $235, citing strong financ...
Prediction market data shows traders assign a 51% probability that Tesla and SpaceX will announce a merger by May 1, 2027, with the likelihood increasing as the date approaches. The two Elon Musk-led companies already collaborate in technology and ma...
Cardano's governance body Intersect announced a two-phase rollout of the Dijkstra upgrade, with Phase 1 set for Q4 2026 and Phase 2 in Q2 2027. Phase 1 introduces Ouroboros Linear Leios to utilize idle node capacity and Nested Transactions for better...
