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...
Investors believe in Target's (TGT +0.36%) turnaround plan. That's the takeaway from the stock's near-7% gain following Tuesday's unveiling of said plan, anyway. Despite reporting a 13th consecutive decline in quarterly same-store sales that very same day, the retailer says an overhaul of its merchandise assortment and further investment in its in-store experience will finally start growing revenu...
Investors believe in Target's (TGT +0.36%) turnaround plan. That's the takeaway from the stock's near-7% gain following Tuesday's unveiling of said plan, anyway. Despite reporting a 13th consecutive decline in quarterly same-store sales that very same day, the retailer says an overhaul of its merchandise assortment and further investment in its in-store experience will finally start growing revenue again. And maybe it will. Target's new CEO, Michael Fiddelke, however, may not fully appreciate what's really standing in the retailer's way at this time. Turnaround ahead... maybe As Fiddelke explained of the turnaround plan, "By putting style, design and value at the center of every decision, we're making big changes to lead with a trend-forward assortment, elevate the guest experience, accelerate with technology and equip our teams to deliver the most delightful experience in retail, for today and over the long term." Sounds great, right? Except, perhaps not enough about this plan addresses the retailer's biggest challenge right now. Expand NYSE : TGT Target Today's Change ( 0.36 %) $ 0.43 Current Price $ 120.79 Key Data Points Market Cap $55B Day's Range $ 117.00 - $ 120.79 52wk Range $ 83.44 - $ 126.00 Volume 6M Avg Vol 6.8M Gross Margin 25.44 % Dividend Yield 3.76 % Think about it. Even if it's not a term used nearly as much as it used to be, Target's "cheap chic" schtick still describes its distinctiveness from its competitors. The only problem? Much of what's "cheap" (or cool, or exciting) at Target isn't exactly cheap enough for most consumers right now. Part of the support for such a claim comes from the New York Federal Reserve, which recently reported that total household debt in the United States reached a record of $18.8 trillion as of the end of the fourth quarter, while delinquencies on all this consumer debt combined hit a nine-year high of 4.8% of these loans. Separately but simultaneously, JD Power reports that a 12-month high of 72% of domestic consume...
matejmo/iStock via Getty Images Oil rose 35% in one week following the opening salvos of the war in Iran last week. It was the biggest one-week move since oil futures began trading in 1983. Not surprisingly, stocks sold off not only in the U.S. but globally. For the week, the Dow was off three percent, the S&P 500 lost two percent, and the small-cap Russell 2000 fell roughly four percent. VIX 5-Da...
matejmo/iStock via Getty Images Oil rose 35% in one week following the opening salvos of the war in Iran last week. It was the biggest one-week move since oil futures began trading in 1983. Not surprisingly, stocks sold off not only in the U.S. but globally. For the week, the Dow was off three percent, the S&P 500 lost two percent, and the small-cap Russell 2000 fell roughly four percent. VIX 5-Day Stock Chart (Seeking Alpha) Volatility moved up sharply throughout the week. And unfortunately, outside of the U.S. declaring victory and a ceasefire, whose chances feel like they are slim and none right now, the most likely path for the conflict is to continue to escalate. Drones and other recent technological advances have allowed asymmetrical war to become more effective. A smaller foe is now more capable of holding back and inflicting considerable damage on a much larger force. Ukraine being the prima facie example, as their conflict with Russia is now in its fifth year. It should also be noted that Iran is multiple times larger than Iraq in both landmass and population. While using multi-million-dollar interceptors to bring down $25,000 Shahed drones might work very well for the profits of Raytheon ( RTX ) , it is not a sustainable strategy. U.S. air defense assets have already been depleted significantly after one week of conflict. As an investor, I am struggling to figure out what the ' end game ' is for this conflict. If the U.S. goal is to impose ' regime change,' it is hard to see how this gets accomplished even after the decapitation of much of Iran's leadership at the start of this war. No significant regime change in history has been accomplished via airpower alone. And there is no appetite to put boots on the ground in Iran, either with the American public or in Congress, which would have to approve that action. There is no established armed resistance in Iran to overthrow the current regime. One may form over time, but that would likely result in a drawn-ou...
LIV Golf香港站 西班牙球手拉姆奪冠 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】LIV Golf香港站，西班牙的拉姆奪得冠軍。 今季連續兩站屈居亞軍之後，拉姆打破一年半的錦標荒。原本一起並列榜首的迪查、...
LIV Golf香港站 西班牙球手拉姆奪冠 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】LIV Golf香港站，西班牙的拉姆奪得冠軍。 今季連續兩站屈居亞軍之後，拉姆打破一年半的錦標荒。原本一起並列榜首的迪查、華拿三世壓軸一回合失準，最後取得第二、第四，拉姆就算2度超標，全日捉到8隻低1桿的「小鳥」，打出低6桿的64，總成績是低23桿的257，以3桿優勢奪得冠軍。
Key Points The S&P 500 declined 2% during the first week of March after the U.S. and Israel launched attacks on Iran. Brent crude oil recently hit $94 per barrel, the highest price since late 2022, as Iran has targeted oil infrastructure and tankers near the Strait of Hormuz. Historically, geopolitical shocks have generally been buying opportunities because stocks tend to fall for reasons unrelate...
Key Points The S&P 500 declined 2% during the first week of March after the U.S. and Israel launched attacks on Iran. Brent crude oil recently hit $94 per barrel, the highest price since late 2022, as Iran has targeted oil infrastructure and tankers near the Strait of Hormuz. Historically, geopolitical shocks have generally been buying opportunities because stocks tend to fall for reasons unrelated to the core business. 10 stocks we like better than S&P 500 Index › The S&P 500 (SNPINDEX: ^GSPC), a benchmark for the U.S. stock market, more or less traded sideways through the first two months of the year. Its lackluster performance was due in large part to uncertainty surrounding President Donald Trump's trade policies. Trump says his tariffs have "created an American economic miracle." But economic data tells a different story. U.S. gross domestic product increased just 2.2% last year, and the economy added only 181,000 jobs. In both cases, those are the worst numbers since the pandemic in 2020. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The situation got more complicated last weekend when the U.S. and Israel attacked Iran. The S&P 500 has since dropped 2%, and oil prices have increased about 30% to $94 per barrel, the highest level since late 2022. However, the stock market rebounded fairly quickly the last time oil prices spiked in response to geopolitical uncertainty. Here's what investors should know. The Iran war has pushed oil prices to levels last seen in late 2022 The U.S. and Israel launched joint attacks on Iran on Feb. 28, intending to cripple its nuclear and ballistic missile programs. Iran has responded with counterstrikes aimed at U.S. and Israeli military facilities across the Middle East, drawing more countries into the conflict. Iranian missiles and drones have targeted oil in...
Political efforts to cripple Turkey’s main opposition and lock up its presidential candidate will never stifle the people’s frustration with the government and their growing demand for change, Istanbul’s jailed mayor has said in an interview. “An irreversible process for a change in power has begun in Turkey and it won’t stop until it is complete. I cannot stop it … nor can the ruling party nor th...
Political efforts to cripple Turkey’s main opposition and lock up its presidential candidate will never stifle the people’s frustration with the government and their growing demand for change, Istanbul’s jailed mayor has said in an interview. “An irreversible process for a change in power has begun in Turkey and it won’t stop until it is complete. I cannot stop it … nor can the ruling party nor the judiciary,” Ekrem Imamoglu said in a written response to Agence France-Presse questions conveyed via lawyers from his prison cell in Silivri, west of Istanbul. “Whatever is done to my party or me, we won’t abandon this path [to democracy] we’re walking on with the nation,” the 54-year-old said. Advertisement His remarks came just days before his trial on Monday in a massive corruption case that critics say is designed to block him from challenging President Recep Tayyip Erdogan in the next election. His arrest nearly a year ago sparked some of Turkey’s biggest street protests in over a decade and was followed by mounting legal pressure on the main opposition CHP, the party he was chosen to represent in the next presidential race. Advertisement To date, 15 CHP mayors are behind bars.
esemelwe/iStock via Getty Images In December 2025, I decided to downgrade PennantPark Floating Rate Capital ( PFLT ) because of three reasons: Base dividend coverage was well below 100% (worse than for most other sector peers). Leverage was meaningfully above a level that could be deemed prudent. Clear push towards unconsolidated JVs, which facilitate additional leverage even if it otherwise (on a...
esemelwe/iStock via Getty Images In December 2025, I decided to downgrade PennantPark Floating Rate Capital ( PFLT ) because of three reasons: Base dividend coverage was well below 100% (worse than for most other sector peers). Leverage was meaningfully above a level that could be deemed prudent. Clear push towards unconsolidated JVs, which facilitate additional leverage even if it otherwise (on a consolidated level) by BDC regulation might not be allowed. However, the decision was not that easy because of PFLT's rock-solid portfolio and strong earnings quality. In other words, from the underwriting perspective (or credit risk management perspective), PFLT is definitely in the top decile along with such best-of-breed names as Sixth Street Specialty Lending ( TSLX ), Capital Southwest ( CSWC ), and Kayne Anderson BDC, Inc. ( KBDC ). Now, what has happened since then is almost a perfect correlation to the overall BDC sector ( BIZD ): YCharts What is interesting is that if we exclude the recovery process (or period) from the total return chart that happened across the entire BDC landscape until the SaaS aspect emerged, we will notice how significantly the market has punished PFLT: YCharts We could read this situation in several ways, but my explanation lies in PFLT's above-average leverage, which magnifies both upside and downside trends. As a result of the recent repricing, PFLT's P/NAV has dropped to 0.77x, which looks very attractive, at least on the surface. The same could be said about the current dividend yield of ~15%, where the management has provided an encouraging commentary in the Q4 earnings call about how it plans to maintain it going forward. I find it quite interesting, to say the least. Many similar externally managed and core middle market-focused BDCs, but with much lower leverage and better dividend coverage levels, have either cut or guided for lower distributions in the foreseeable future. Morgan Stanley Direct Lending Fund ( MSDL ) and Nuveen Chur...