March 2026 is giving long-term investors something rare: legitimate market and company pullbacks despite some accelerating fundamentals. That suggests opportunities to grab onto. These four companies aren't speculative bets. Each one generates real revenue, grows at double-digit rates, and dominates a market that is part of everyday life and not going away. Let's find out why they might be good in...
March 2026 is giving long-term investors something rare: legitimate market and company pullbacks despite some accelerating fundamentals. That suggests opportunities to grab onto. These four companies aren't speculative bets. Each one generates real revenue, grows at double-digit rates, and dominates a market that is part of everyday life and not going away. Let's find out why they might be good investments in March. 1. Axon Enterprise Axon (AXON +0.62%) makes TASERs, body cameras, multiple other law enforcement-related products, and the software that ties them together. But describing it that way misses the transformation. Axon has become an artificial intelligence (AI)-powered public safety platform. Fourth-quarter 2025 revenue hit $797 million, up 39% year over year. Full-year revenue reached $2.8 billion, marking the fourth consecutive year of growth above 30%. Annual recurring revenue surpassed $1.3 billion, growing 35%. Total future contracted bookings stood at $14.4 billion, up 43%. Expand NASDAQ : AXON Axon Enterprise Today's Change ( 0.62 %) $ 3.52 Current Price $ 574.01 Key Data Points Market Cap $46B Day's Range $ 559.37 - $ 581.00 52wk Range $ 396.41 - $ 885.91 Volume 654K Avg Vol 1M Gross Margin 59.65 % The company just set a 2028 target of $6 billion in annual revenue with 28% adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins. That's more than doubling the business in three years. The roadmap includes Axon 911 (built on acquisitions of Prepared and Carbyne), Axon Vehicle Intelligence, and Axon Assistant -- an AI tool that automates police report writing. The valuation is rich, but the execution is richer. This is a long-term hold. 2. Vertiv If you operate data centers running AI models, you very likely also need power and cooling to keep them running. Vertiv (VRT 3.13%) supplies both to data centers worldwide, and the demand curve is vertical. Full-year 2025 revenue reached $10.2 billion, up 28% year over year. A...
Sundry Photography/iStock Editorial via Getty Images Shares of Danaher ( DHR ) recently hit the news wires after the company announced its intention to acquire Masimo Corp. ( MASI ) . The market has been reserved about this large deal, as Danaher seems to have lost some of its momentum in recent years. Even as shares have been lagging severely, shares are not necessarily very cheap yet, although t...
Sundry Photography/iStock Editorial via Getty Images Shares of Danaher ( DHR ) recently hit the news wires after the company announced its intention to acquire Masimo Corp. ( MASI ) . The market has been reserved about this large deal, as Danaher seems to have lost some of its momentum in recent years. Even as shares have been lagging severely, shares are not necessarily very cheap yet, although that valuation multiple compression makes me willing to reconsider on further dips here. The Latest Deal Danaher has reached a deal to acquire Masimo Corp. in a $180 per share cash deal, valuing the business at $9.9 billion. With this deal, the company will get its hands on key pulse oximetry and patient monitoring solutions, mostly used in acute settings. The company hopes to benefit from introducing the business to the Danaher Business System and offering it global scale. The deal is valued at around 18 times EBITDA seen in 2027, with EBITDA being reported at $530 million. This is all achieved on just over a $1.5 billion revenue number reported in 2025. Factoring in synergies, the valuation multiple is seen falling to 15 times. This is driven by $125 million in cost synergies, with some $50 million in revenue synergies expected as well. The company sees accretion to the tune of $0.15-$0.20 per share in the first year upon closing, that number seen increasing to $0.70 per share in year five post-closing. That could happen relatively quickly, with closing seen in the second half of this year. A Minor Contribution The deal to acquire Masimo followed the release of the 2025 results a couple of weeks ago. Danaher reported a modest 3% increase in full-year sales to $24.6 billion, with GAAP operating profits down minimally to $4.7 billion. These revenues are very diversified, driven by a $10 billion diversified diagnostics business, complemented by a $7 billion biotechnology and life sciences business. The company reported adjusted earnings of $7.80 per share, up thirty-two cents...
Hong Kong’s financial chief has vowed to serve the nation and seize opportunities from the newly unveiled 15th five-year development plan, calling it a “golden strategic period” with great potential amid escalating geopolitics. Financial Secretary Paul Chan Mo-po said on Sunday that Hong Kong would adopt “Artificial Intelligence+” and “Finance+” approaches to support China’s development plan for 2...
Hong Kong’s financial chief has vowed to serve the nation and seize opportunities from the newly unveiled 15th five-year development plan, calling it a “golden strategic period” with great potential amid escalating geopolitics. Financial Secretary Paul Chan Mo-po said on Sunday that Hong Kong would adopt “Artificial Intelligence+” and “Finance+” approaches to support China’s development plan for 2026 to 2030. Beijing on Thursday revealed the sweeping blueprint during the annual “two sessions” meetings, amid ongoing US-Israel strikes on Iran that had spiralled into conflict in the Middle East. Advertisement Chan said the turbulent geopolitical landscape had been a drag on global economic growth momentum, but the central government’s leadership and stable internal policies and technology innovation offered hope. “The 15th five-year plan has provided a clear direction for Hong Kong’s future development and further strengthens the confidence of all sectors of society,” he said in his weekly blog post. Advertisement “The 15th five-year plan presents boundless opportunities, and Hong Kong has much to offer. Moving forward, we need everyone to work together to better integrate into and serve the overall development of the country, thereby achieving our own better development.”
Michael H/DigitalVision via Getty Images I am providing continued coverage for Tutor Perini ( TPC ). TPC just reported positive results for Q4 2025 . A lot of the positive revenue and earnings momentum that Tutor Perini experienced in 2025 is expected to continue in 2026. Tutor Perini's valuation remains attractive, leaving more room to the upside for the stock. The company's growth outlook remain...
Michael H/DigitalVision via Getty Images I am providing continued coverage for Tutor Perini ( TPC ). TPC just reported positive results for Q4 2025 . A lot of the positive revenue and earnings momentum that Tutor Perini experienced in 2025 is expected to continue in 2026. Tutor Perini's valuation remains attractive, leaving more room to the upside for the stock. The company's growth outlook remains strong for 2026, which should put upward pressure on the stock over the long-term. However, investors should be aware that the stock might be in a new bearish pullback due to the stock's technical levels and the uncertainties regarding the Iran situation. I pointed out these technical concerns in my last TPC article from September . My timing wasn't perfect, but a pullback did begin to occur recently. Insights From the Q4 2025 Earnings Report Tutor Perini's achievements in 2025 led to a record year with a strong finish in Q4. These strong results provide insights into how the company is likely to perform in 2026. TPC achieved record revenue of $5.5 billion in 2025, which was helped by a 41% increase in Q4 revenue to $1.5 billion . The revenue increase of 28% for the full year in 2025 demonstrates the positive demand momentum that the business is achieving. TPC's revenue accelerated each quarter through 2025 driven by large, higher-margin projects. The Civil segment revenue (TPC's highest margin segment) increased 34% for the year to $2.8 billion, or 51% of the company's total revenue in 2025. The Civil segment revenue for Q4 increased 32% to $732 million. The Civil segment also achieved a record annual operating income and operating margin in 2025. The Civil segment operating income almost tripled YOY in 2025 to $391 million as the segment operating margin increased to 13.7%. Both of these operating metrics marked new records for TPC. TPC also achieved strong gains in its other segments during Q4 2025. The Building segment revenue increased 45% YOY to $512 million. The Sp...