Check out the companies making headlines in midday trading: Acadia Healthcare — The health-care stock popped 10% after investor David Einhorn told CNBC that he has been buying the stock. The Greenlight Capital fund manager said he's hopeful the company's new management will be able to improve its performance. Vertiv — The provider of data center cooling and power equipment's stock jumped nearly 20...
Check out the companies making headlines in midday trading: Acadia Healthcare — The health-care stock popped 10% after investor David Einhorn told CNBC that he has been buying the stock. The Greenlight Capital fund manager said he's hopeful the company's new management will be able to improve its performance. Vertiv — The provider of data center cooling and power equipment's stock jumped nearly 20% on the back of upbeat guidance for 2026 that was well ahead of Wall Street's expectations. Vertiv said orders accelerated significantly in the fourth quarter. Unity Software — Shares fell nearly 30% after issuing a disappointing first-quarter revenue outlook. Unity expects revenue between $480 million and $490 million. Analysts surveyed by LSEG had anticipated revenue of $492.1 million. Smurfit WestRock — The packaging company's stock soared more than 10% after the company disclosed that orders for its products improved in late December. The box maker said it expects to ramp up its profits $7 billion by 2030. Full year core profit is expected to be between $5 billion and $5.3 billion this year. BorgWarner — The provider of electric vehicle parts' stock jumped about 20% to a 52-week high after saying it struck several new deals that will allow it to break into the AI data center market. The company will supply turbine generators for this market, whith production expected to start in 2027. Generac — The energy technology solutions provider jumped nearly 17% despite its fourth-quarter earnings missing Wall Street expectations. In a press release, CEO Aaron Jagdfeld explained that while shipments of home standby and power generators slowed, the company's presence in the data center market grew. He expects Generac's position as a key supplier to hyperscalers to add to the company's backlog in the coming quarters. Gilead Sciences — The biopharmaceutical stock reversed and was recently 5% higher as analysts called out the potential for Yeztugo, a pre-exposure prophylaxis for HIV...
The stock has been on a hot run, but there is plenty more where that came from. There's been a bit more volatility in the stock market lately. As exciting as artificial intelligence (AI) is, there are burning questions surrounding topics such as colossal data center investments or which companies AI may disrupt over the coming years. Some AI stocks have even begun to pull back amid the uncertainty...
The stock has been on a hot run, but there is plenty more where that came from. There's been a bit more volatility in the stock market lately. As exciting as artificial intelligence (AI) is, there are burning questions surrounding topics such as colossal data center investments or which companies AI may disrupt over the coming years. Some AI stocks have even begun to pull back amid the uncertainty, but Taiwan Semiconductor Manufacturing (TSM +3.78%), or TSMC for short, continues to shine, up 65% over the past year. I don't blame anyone for considering selling the stock at its high. After all, it's hard to go broke taking a profit. But there's good reason to believe that TSMC stock still has more upside ahead. Here is why I predict that it will still see plenty of new highs by the end of 2026. Big tech is sending a strong message about AI TSMC is the world's leading chip foundry, accounting for nearly three-quarters of global chip manufacturing revenue. It's the hidden player behind companies such as Nvidia, responsible for manufacturing cutting-edge AI chips and chips for virtually every technology application. Naturally, TSMC depends on continued data center investments, as it produces most of the chips going into them. Admittedly, it's fair to wonder how sustainable some of this spending is, especially for companies such as OpenAI, which is still trying to grow revenue streams large enough to fund its commitments. That said, big tech seems committed to AI at this point. Alphabet and Amazon are both ramping up AI spending for 2026, with plans to spend up to $185 billion and $200 billion, respectively. In all, researchers estimate that total global data center investments could approach $7 trillion by 2030. Being the market leader for chip production, much of that growth will funnel through TSMC. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( 3.78 %) $ 13.69 Current Price $ 375.60 Key Data Points Market Cap $1.9T Day's Range $ 368.40 - $ 379.5...
Key Points Taiwan Semiconductor Manufacturing makes most of the AI chips that power data centers. Big tech continues to lean heavily into AI with huge spending plans for 2026. Taiwan Semiconductor Manufacturing's stock remains a compelling value considering what lies ahead. 10 stocks we like better than Taiwan Semiconductor Manufacturing › There's been a bit more volatility in the stock market lat...
Key Points Taiwan Semiconductor Manufacturing makes most of the AI chips that power data centers. Big tech continues to lean heavily into AI with huge spending plans for 2026. Taiwan Semiconductor Manufacturing's stock remains a compelling value considering what lies ahead. 10 stocks we like better than Taiwan Semiconductor Manufacturing › There's been a bit more volatility in the stock market lately. As exciting as artificial intelligence (AI) is, there are burning questions surrounding topics such as colossal data center investments or which companies AI may disrupt over the coming years. Some AI stocks have even begun to pull back amid the uncertainty, but Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short, continues to shine, up 65% over the past year. I don't blame anyone for considering selling the stock at its high. After all, it's hard to go broke taking a profit. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » But there's good reason to believe that TSMC stock still has more upside ahead. Here is why I predict that it will still see plenty of new highs by the end of 2026. Big tech is sending a strong message about AI TSMC is the world's leading chip foundry, accounting for nearly three-quarters of global chip manufacturing revenue. It's the hidden player behind companies such as Nvidia, responsible for manufacturing cutting-edge AI chips and chips for virtually every technology application. Naturally, TSMC depends on continued data center investments, as it produces most of the chips going into them. Admittedly, it's fair to wonder how sustainable some of this spending is, especially for companies such as OpenAI, which is still trying to grow revenue streams large enough to fund its commitments. That said, big tech seems committed to AI at this point. Alphabet and Amazon are both ramping up AI spending for 2026, with plans...
As February 2026 begins, the U.S. stock market has seen a robust start with major indices like the Dow Jones Industrial Average and S&P 500 showing significant gains, reflecting positive investor sentiment despite recent economic uncertainties such as government shutdowns and changes in Federal Reserve leadership. In this dynamic environment, identifying high-growth tech stocks requires careful co...
As February 2026 begins, the U.S. stock market has seen a robust start with major indices like the Dow Jones Industrial Average and S&P 500 showing significant gains, reflecting positive investor sentiment despite recent economic uncertainties such as government shutdowns and changes in Federal Reserve leadership. In this dynamic environment, identifying high-growth tech stocks requires careful consideration of factors such as innovation potential, adaptability to market shifts, and financial health to navigate both opportunities and challenges effectively. Top 10 High Growth Tech Companies In The United States Name Revenue Growth Earnings Growth Growth Rating Marker Therapeutics 62.86% 62.39% ★★★★★★ Palantir Technologies 26.25% 28.42% ★★★★★★ Reddit 22.05% 28.08% ★★★★★★ Procore Technologies 11.43% 60.07% ★★★★★☆ Workday 10.61% 28.20% ★★★★★☆ Sandisk 28.86% 45.57% ★★★★★★ Circle Internet Group 24.19% 85.43% ★★★★★☆ Viridian Therapeutics 46.35% 51.40% ★★★★★☆ Zscaler 15.85% 45.68% ★★★★★☆ Duos Technologies Group 53.76% 155.11% ★★★★★☆ Click here to see the full list of 73 stocks from our US High Growth Tech and AI Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Growth Rating: ★★★★★★ Overview: Palantir Technologies Inc. develops software platforms that support intelligence agencies in counterterrorism efforts globally, with a market cap of $332.51 billion. Operations: The company generates revenue by providing software platforms to intelligence agencies for counterterrorism operations across multiple countries, including the United States and the United Kingdom. Palantir Technologies has demonstrated a robust growth trajectory, with its recent earnings report showcasing a significant year-over-year revenue increase to $1.41 billion from $827.52 million and net income soaring to $608.68 million from $79.01 million. This performance is underscored by strategic partnerships, such as the extended collaboration with Airbus for the Skywise p...
As the U.S. stock market kicks off February with significant gains, highlighted by the Dow Jones Industrial Average's 515-point surge and the S&P 500 nearing a record high, investors are keenly observing opportunities amid this bullish sentiment. In such an environment, identifying stocks that may be trading below their fair value can present potential investment opportunities, particularly when c...
As the U.S. stock market kicks off February with significant gains, highlighted by the Dow Jones Industrial Average's 515-point surge and the S&P 500 nearing a record high, investors are keenly observing opportunities amid this bullish sentiment. In such an environment, identifying stocks that may be trading below their fair value can present potential investment opportunities, particularly when considering companies like Autodesk and others that might offer strong fundamentals at attractive prices. Top 10 Undervalued Stocks Based On Cash Flows In The United States Name Current Price Fair Value (Est) Discount (Est) Unity Software (U) $29.06 $56.03 48.1% Sprout Social (SPT) $7.96 $15.43 48.4% Power Solutions International (PSIX) $83.52 $160.36 47.9% Peraso (PRSO) $0.8783 $1.70 48.2% Old National Bancorp (ONB) $25.53 $50.00 48.9% Northwest Bancshares (NWBI) $13.16 $25.63 48.6% MGM Resorts International (MGM) $37.36 $72.49 48.5% Intapp (INTA) $25.54 $49.32 48.2% First Busey (BUSE) $26.88 $51.50 47.8% Dingdong (Cayman) (DDL) $2.92 $5.68 48.6% Click here to see the full list of 157 stocks from our Undervalued US Stocks Based On Cash Flows screener. Let's review some notable picks from our screened stocks. Overview: Autodesk, Inc. offers 3D design, engineering, and entertainment technology solutions globally with a market cap of approximately $51.32 billion. Operations: The company generates revenue primarily from its CAD/CAM software segment, totaling $6.89 billion. Estimated Discount To Fair Value: 24.6% Autodesk is trading at US$243.58, below its estimated future cash flow value of US$323.26, suggesting undervaluation based on cash flows. Earnings are expected to grow significantly at 20.4% annually, outpacing the broader market's growth rate of 15.8%. Recent earnings reports show increased revenue and net income compared to the previous year, while a strategic partnership with L&T Technology Services aims to enhance digital transformation capabilities across various i...
Alphabet’s latest bond spree is testament to how debt has become the Achilles heel of investment in artificial intelligence. The spending threatens to transform how investors view technology companies and US stocks more broadly. The largest tech companies are flush with cash and spending it. Investors have taken note, selling the shares of those whose AI prospects and debt profiles have dimmed mos...
Alphabet’s latest bond spree is testament to how debt has become the Achilles heel of investment in artificial intelligence. The spending threatens to transform how investors view technology companies and US stocks more broadly. The largest tech companies are flush with cash and spending it. Investors have taken note, selling the shares of those whose AI prospects and debt profiles have dimmed most. For pure AI plays Anthropic and OpenAI, it sets up a race against time to secure public market funding before the window shuts. The binge also puts in doubt the asset-light business model that has garnered rich valuations for US stocks. Why are they raising so much debt? Big Tech companies are cash-flow machines that dominate the list of most valuable publicly-traded companies. This helps the technology industry get billed as light on capital needs with so much operating leverage that revenue from new customers mostly falls to the bottom line as profit, fattening margins and rewarding shareholders. Artificial intelligence changes that. Alphabet, the parent of Google, plans to make $175 billion to $185 billion of capital investments this year. Collectively, Alphabet, Amazon, Meta, and Microsoft plan to spend $500 billion in 2026 on AI investments alone. This unprecedented splurge promises to turn the model of software companies as capital-light firms upside down. Investors have noticed Investors are officially worried . When AI first caught investors’ attention, Big Tech was rewarded because of the transformative potential the technology has on everything we do. Stocks briefly paused their rally in 2024 over recession jitters but they resumed their ascent in the first half of 2025. Take Nvidia, for example. From a low of $11.21 just before ChatGPT went public in late 2022, the company’s share price rose over 18-fold in just three years. Over the last half-year or so, as the scale of investments has become clear — and Big Tech’s balance sheets have deteriorated — investors...
mustafaU/iStock via Getty Images The U.S. economy remains strong enough that it does not require immediate interest rate cuts, according to Jan Hatzius, chief economist at Goldman Sachs. “The economy is doing well in general. So, it’s not crying out for cuts at this point in time,” Hatzius said in an interview with CNBC. Rather than aggressive rate reductions, Hatzius expects the Federal Reserve t...
mustafaU/iStock via Getty Images The U.S. economy remains strong enough that it does not require immediate interest rate cuts, according to Jan Hatzius, chief economist at Goldman Sachs. “The economy is doing well in general. So, it’s not crying out for cuts at this point in time,” Hatzius said in an interview with CNBC. Rather than aggressive rate reductions, Hatzius expects the Federal Reserve to move toward a neutral rate once committee members are confident inflation is returning to target. The Fed’s current estimate for the neutral rate sits at 3%, with current rates approximately 50 to 75 basis points above that level. Hatzius expressed skepticism about the practical usefulness of neutral rate estimates, noting that the range of projections is simply too wide to rely upon heavily. On the Fed’s balance sheet, Hatzius acknowledged that Kevin Warsh has long advocated for a smaller balance sheet but cautioned that significant short-term changes are unlikely. The implementation of monetary policy has changed dramatically since 2008, making rapid adjustments difficult. While regulatory changes could eventually create room for balance sheet reduction, Hatzius does not expect this to happen in the near term. Consumer spending presents a mixed picture, with lower-end consumers struggling while higher-income households and capital spending remain healthy. Hatzius revised Q4 growth down to 1.6%, though he noted that figure would be closer to 2.5% to 3% when accounting for government shutdown effects. Rising delinquency rates and flat retail sales represent what he called a “weaker aspect of the economy.” Regarding artificial intelligence, Hatzius remains optimistic about a future productivity boost even though the impact has not yet materialized. “The AI cavalry, if you will, has yet to arrive,” he said, adding that while some tech employment categories show weakness that could signal an early AI effect, it remains “pretty early days” for significant labor market disrupt...
Volatility is back on Wall Street on Wednesday, this time with a surprisingly strong jobs report for January playing a central role in the day’s turbulence.
Volatility is back on Wall Street on Wednesday, this time with a surprisingly strong jobs report for January playing a central role in the day’s turbulence.
Q4 sales & FY 2025 results Sequential sales growth improvement in Q4 in all geographies Meeting or exceeding all full-year objectives Axelerate 2028 implementation and deeper productivity initiatives bearing fruit → FY 25 sales of €19,414.6m, boosted by organic growth and acquisitions Same-day sales increased by +2.5% in FY 2025, with improving trends quarter after quarter Q4 sales of €4,881.1m, r...
Q4 sales & FY 2025 results Sequential sales growth improvement in Q4 in all geographies Meeting or exceeding all full-year objectives Axelerate 2028 implementation and deeper productivity initiatives bearing fruit → FY 25 sales of €19,414.6m, boosted by organic growth and acquisitions Same-day sales increased by +2.5% in FY 2025, with improving trends quarter after quarter Q4 sales of €4,881.1m, rose +3.8% on a same-day basis (up +4.7% on an actual-day basis), accelerating sequentially with positive momentum in all regions Continued market share gains boosted by digitalization best-in-class services in key countries including France, US, Canada, Austria and Sweden Active acquisitions strategy contributing for +1.8% to FY 25 sales growth → FY 25 current adjusted EBITA margin at 6.0% up +10bps versus the 5.9% reported in 2024, demonstrating market outperformance and margin resilience in a challenging environment Structural cost actions and rapid cost adaptation to mitigate opex inflation: average FTE reduced by (2.3)% while volume increased by +0.7% on actual-day basis → FY 25 operating income stood at €1,061.6m (vs €845.9m in FY 24), including exceptional items (restructuring, asset impairment, capital gains on disposals) → Net income 2025 of €591.4m up +73%; recurring net income up +2.4% at €678.5m → Free cash flow conversion at 66.3%, or 76.4% excluding the impact of the €124m French Competition Authority fine paid in April, significantly outpacing our guidance for the third consecutive year and confirming our cash-generative model → Delivering on portfolio management strategy and return to shareholders while maintaining a robust balance sheet with an indebtedness ratio at 2.0x: M&A: close to €200 million of value-creating acquisitions completed of value-creating acquisitions completed Portfolio management: divestment of activities in Finland and New Zealand divestment of activities in Finland and New Zealand Proposed dividend for 2025 of 1.20€ per share, a 52% pay...
Ventes du T4 et résultats 2025 Amélioration séquentielle de la croissance au T4 dans toutes les régions Atteinte ou dépassement de l'ensemble des objectifs annuels Mise en œuvre d'Axelerate 2028 et renforcement des initiatives de productivité portant leurs fruits → Ventes 2025 de 19 414,6M€, tirées par la croissance organique et les acquisitions Évolution des ventes à jours constants en hausse de ...
Ventes du T4 et résultats 2025 Amélioration séquentielle de la croissance au T4 dans toutes les régions Atteinte ou dépassement de l'ensemble des objectifs annuels Mise en œuvre d'Axelerate 2028 et renforcement des initiatives de productivité portant leurs fruits → Ventes 2025 de 19 414,6M€, tirées par la croissance organique et les acquisitions Évolution des ventes à jours constants en hausse de +2,5% en 2025; avec une amélioration des tendances trimestre après trimestre Chiffre d'affaires du T4 de 4 881,1M€, en hausse de +3,8% à jours constants (en hausse de +4,7% à jours courants), avec une accélération séquentielle et une dynamique positive dans l'ensemble des régions Poursuite des gains de parts de marché , tirée par la digitalisation et les services à valeur ajoutée dans les pays tels que la France, les États-Unis, le Canada, l'Autriche et la Suède Gestion active de la stratégie d'acquisitions, contribuant pour +1,8% à la croissance des ventes 2025 → Marge d'EBITA courant ajusté 2025 de 6,0%, en hausse de +10bps par rapport à 5,9% publiée en 2024, démontrant une surperformance du marché et notre résilience dans un environnement macroéconomique difficile Mise en œuvre d'actions structurelles, combinées à une adaptation rapide des dépenses pour atténuer l'effet de l'inflation des coûts opérationnels : effectifs en baisse de (2,3)% comparés à une hausse des volumes de +0,7% à jours courants → Résultat opérationnel 2025 de 1 061,6M€ (vs 845,9M€ en 2024), incluant des éléments exceptionnels (restructuration, dépréciation d'actifs, plus-values sur cessions) → Résultat net 2025 de 591,4 M€, en hausse de +73%; résultat net récurrent en progression de +2,4% à 678,5M€ → Conversion du free cash-flow de 66,3%, ou 76,4% hors impact de l'amende de 124M€ versée à l'Autorité Française de la Concurrence en avril, dépassant significativement nos prévisions pour la troisième année consécutive et confirmant notre modèle générateur de trésorerie → Exécution de notre stratégie de g...
Earnings Beat Triggers Selloff: Astera Labs delivered impressive Q4 results, with revenue of $271 million surpassing estimates of $250 million and EPS of $0.58 topping forecasts of $0.52. Despite the strong performance fueled by AI connectivity demand, the stock plunged around 10% in after-hours trading as investors grappled with lofty valuations. Margin Concerns Emerge: Discussions highlight worr...
Earnings Beat Triggers Selloff: Astera Labs delivered impressive Q4 results, with revenue of $271 million surpassing estimates of $250 million and EPS of $0.58 topping forecasts of $0.52. Despite the strong performance fueled by AI connectivity demand, the stock plunged around 10% in after-hours trading as investors grappled with lofty valuations. Margin Concerns Emerge: Discussions highlight worries over anticipated gross margin compression from higher-mix Taurus modules and a new $6.5 billion Amazon warrant deal. Q1 guidance for $292 million in revenue beat consensus but failed to ignite enthusiasm amid the stock's recent run-up. Traders view the reaction as an overreaction, with the AI infrastructure story remaining robust. Long-Term Optimism Persists: Social media buzz underscores Astera Labs' explosive growth, with 92% year-over-year revenue surge and expanding hyperscaler partnerships. While short-term volatility reigns, many see the dip as a buying opportunity in this key AI enabler. Note: This discussion summary was generated from an AI condensation of post data. Astera Labs Insider Trading Activity Astera Labs insiders have traded $ALAB stock on the open market 129 times in the past 6 months. Of those trades, 0 have been purchases and 129 have been sales. Here’s a breakdown of recent trading of $ALAB stock by insiders over the last 6 months: MANUEL ALBA has made 0 purchases and 64 sales selling 366,000 shares for an estimated $62,118,915 . . JITENDRA MOHAN (Chief Executive Officer) has made 0 purchases and 7 sales selling 181,900 shares for an estimated $29,869,287 . . SANJAY GAJENDRA (President and COO) has made 0 purchases and 7 sales selling 181,900 shares for an estimated $29,869,287 . . PHILIP MAZZARA (General Counsel and Secretary) has made 0 purchases and 31 sales selling 41,857 shares for an estimated $7,589,140 . . MICHAEL TRUETT TATE (Chief Financial Officer) has made 0 purchases and 6 sales selling 30,291 shares for an estimated $5,115,043 . . JA...
San Francisco 49ers running back Christian McCaffrey is coming off one of his best seasons yet where he was a finalist for NFL MVP and won the 2025 FedEx Air and Ground Player of the Year. He spoke with Bloomberg’s Vanessa Perdomo about how even though he is in the prime of his career, he has started thinking about life after football. (Source: Bloomberg)
San Francisco 49ers running back Christian McCaffrey is coming off one of his best seasons yet where he was a finalist for NFL MVP and won the 2025 FedEx Air and Ground Player of the Year. He spoke with Bloomberg’s Vanessa Perdomo about how even though he is in the prime of his career, he has started thinking about life after football. (Source: Bloomberg)
West Indies are making Group C look plain sailing, England are all at sea. Like, by and large, the ball – unless it was arrowing towards a fielder – England’s pursuit of a target of 197 never got off the ground, and at the end of a largely pedestrian performance that eventually veered towards a billious combination of slapstick and horror they had been dismissed for 166 and, with seven balls remai...
West Indies are making Group C look plain sailing, England are all at sea. Like, by and large, the ball – unless it was arrowing towards a fielder – England’s pursuit of a target of 197 never got off the ground, and at the end of a largely pedestrian performance that eventually veered towards a billious combination of slapstick and horror they had been dismissed for 166 and, with seven balls remaining, been beaten by 30 runs. Had the knife-edge result against Nepal on Sunday fallen the other way this would already be another crisis in a winter full of them. As it is they will head to Kolkata on Thursday, where they complete their group fixtures against Scotland and Italy, confident given the nature of their opponents of securing the wins they require to progress to the Super Eights but knowing they can afford no further slips. West Indies’ total of 196 was the third biggest of the World Cup so far, and none of the top nine had come in defeat. Even on a pitch that looked much better for batting than its neighbour on which England played Nepal, it proved more than enough. England’s pursuit was always going to be judged either admirably or puzzlingly calm, depending on its outcome. Even as their task grew increasingly difficult, and until it blundered into the realms of the truly far-fetched – duly inspiring a couple of lunatic run-outs – there was no sense of panic, few wild swings and swipes. Perhaps they were comforted by their comparatively brisk early scoring – they stood at 67 for one at the end of the powerplay where West Indies had been 55 for three, and 93 for four at the halfway stage where their opponents had been 79 for four – but given the speed at which Sherfane Rutherford and Jason Holder in particular had scored as the first innings neared its conclusion this was only storing up trouble. Clearly, England felt they had the players to do it, and the decision to play Jamie Overton instead of Luke Wood had lengthened their batting and boosted that confidenc...
As February 2026 begins, U.S. stock markets have shown strong momentum with major indexes like the Dow and S&P 500 ending sharply higher, reflecting investor optimism amid recent economic developments such as trade deals and manufacturing growth. In this buoyant market environment, companies with high insider ownership often attract attention as their leadership's vested interest can signal confid...
As February 2026 begins, U.S. stock markets have shown strong momentum with major indexes like the Dow and S&P 500 ending sharply higher, reflecting investor optimism amid recent economic developments such as trade deals and manufacturing growth. In this buoyant market environment, companies with high insider ownership often attract attention as their leadership's vested interest can signal confidence in long-term growth potential. Top 10 Growth Companies With High Insider Ownership In The United States Name Insider Ownership Earnings Growth StubHub Holdings (STUB) 25.1% 59.8% SES AI (SES) 12% 68.9% Niu Technologies (NIU) 39.3% 96.4% Karman Holdings (KRMN) 17.3% 62% EHang Holdings (EH) 27.8% 66.6% Corcept Therapeutics (CORT) 11.6% 43.7% Cloudflare (NET) 10.1% 41.2% Bitdeer Technologies Group (BTDR) 33.4% 136.7% Atour Lifestyle Holdings (ATAT) 17.1% 24.3% Astera Labs (ALAB) 10.5% 29.2% Click here to see the full list of 207 stocks from our Fast Growing US Companies With High Insider Ownership screener. Below we spotlight a couple of our favorites from our exclusive screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: AvePoint, Inc. offers a cloud-native data management software platform across various global regions, with a market cap of approximately $2.35 billion. Operations: The company's revenue is primarily generated from its Software & Programming segment, amounting to $393.99 million. Insider Ownership: 27.5% Earnings Growth Forecast: 70.3% p.a. AvePoint is positioned for substantial growth with expected annual earnings increases of 70.3%, significantly outpacing the US market's 15.7% forecast. Recent product announcements enhance its AI governance capabilities, addressing critical data protection challenges, which could bolster its competitive edge in a rapidly evolving tech landscape. Despite past shareholder dilution and trading below fair value estimates, analysts anticipate a potential stock price rise of 71.2%, reflecting confidence in AvePoint's str...
It could leave you very short on funds. It can be tricky to know what to expect from retirement until that phase of life actually kicks off. But one common line of thinking among pre-retirees is that once they stop working, their spending will shrink dramatically. I'm here to tell you that's a big myth. And the sooner you recognize that, the sooner you can plan for it. Don't assume your spending w...
It could leave you very short on funds. It can be tricky to know what to expect from retirement until that phase of life actually kicks off. But one common line of thinking among pre-retirees is that once they stop working, their spending will shrink dramatically. I'm here to tell you that's a big myth. And the sooner you recognize that, the sooner you can plan for it. Don't assume your spending will decrease substantially A lot of people think they'll spend much less in retirement than during their working years. The reality? Your spending may not decline all that much. Think about the expenses you incur in the course of going to work. You might pay to put gas in your car and cover a handful of tolls. Or maybe you pay for parking, or for a monthly public transit pass. You might also have certain incidentals to cover that come with working -- things like dry cleaning bills or the cost of lunch with your colleagues a few days a week. And yes, those expenses, coupled with the cost of commuting, could add up. But when you think about the shift from working to not working, the only real expenses that might go away are those associated with having a job. So yes, you can deduct those costs from your retirement budget, since you won't need to cover them. But where does that leave you? Unless you have a horrendously expensive commute, you may find that not working doesn't reduce your spending all that much. If anything, you may find that some of your bills increase due to not having a job to report to. If you're home during the day instead of at the office, your utility bills might rise. If you need stuff to do, you might spend more on entertainment. The list could go on and on. Of course, if you're someone who's been saving a lot of money for retirement, another big expense you won't have to face once you're no longer working is contributions to an IRA or 401(k). You don't have to save for retirement once you're in retirement. But all told, you may end up needing more reti...
Earnings Call Insights: Tenet Healthcare Corporation (THC) Q4 2025 Management View CEO Saumya Sutaria reported that "we reported 2025 net operating revenues of $21.3 billion and consolidated adjusted EBITDA of $4.57 billion, which represents 14% growth over 2024." Sutaria highlighted that "full year adjusted EBITDA ended the year nearly $500 million higher than the midpoint of our initial expectat...
Earnings Call Insights: Tenet Healthcare Corporation (THC) Q4 2025 Management View CEO Saumya Sutaria reported that "we reported 2025 net operating revenues of $21.3 billion and consolidated adjusted EBITDA of $4.57 billion, which represents 14% growth over 2024." Sutaria highlighted that "full year adjusted EBITDA ended the year nearly $500 million higher than the midpoint of our initial expectations." Sutaria stated that "USPI continues to deliver attractive results. Volumes were strong and mix was good. Adjusted EBITDA grew 12% in 2025 to $2.026 billion." He emphasized double-digit same-store volume growth in total joint replacements and noted that "we had an active year in the M&A and de novo activity lines as well, investing nearly $350 million in 2025 and adding 35 facilities to the portfolio." Sutaria described that "over the past 3 years, we have been active repurchasers of our shares, retiring approximately 22% of our outstanding shares for around $2.5 billion since our share repurchase program began in the fourth quarter of '22." Sutaria provided 2026 guidance: "We are projecting full year 2026 adjusted EBITDA of $4.485 billion to $4.785 billion, driven by ongoing strength in demand and acuity, physician recruitment and service line expansion as well as additional sites of care joining the portfolio." CFO Sun Park stated, "We are very pleased with the performance in 2025, which again demonstrated robust same-store revenue growth in both the hospitals and USPI segments and adjusted EBITDA that exceeded our expectations each quarter, driven by continued high patient acuity favorable payer mix and effective expense management." Outlook Sutaria said, "We are projecting full year 2026 adjusted EBITDA of $4.485 billion to $4.785 billion." Park explained, "We anticipate further contributions from M&A and de novo center openings at USPI. In addition, we're also assuming same hospital admission growth of 1% to 2%, adjusted admissions growth of 1% to 2% and same-fac...
4kodiak/iStock via Getty Images Federal aviation officials temporarily halted all flights over El Paso, Texas, early Wednesday after suspected cartel-operated drones entered U.S. airspace, The Wall Street Journal reported, citing a Trump administration official. The U.S. military responded by taking action to neutralize the drones, though the official didn't detail the methods used. The Pentagon h...
4kodiak/iStock via Getty Images Federal aviation officials temporarily halted all flights over El Paso, Texas, early Wednesday after suspected cartel-operated drones entered U.S. airspace, The Wall Street Journal reported, citing a Trump administration official. The U.S. military responded by taking action to neutralize the drones, though the official didn't detail the methods used. The Pentagon has a range of counterdrone tools, including electronic disruption systems and directed energy weapons. The Federal Aviation Administration imposed the restriction overnight, citing security concerns, and shut down flights within roughly an 11-mile radius of El Paso International Airport. Mexican airspace wasn't included in the closure. The FAA lifted the restriction hours later, saying commercial aviation was not at risk and normal operations could resume. A social media post from the agency confirmed flights would proceed as usual. An earlier FAA notice had referenced drone activity in the area and initially suggested the restrictions could remain in place for up to 10 days for aircraft flying below 18,000 feet (5,486.4 meters). Mexican President Claudia Sheinbaum said her government had no immediate information about recent drone activity near the border and pledged to determine what prompted the shutdown, the Journal reported. Drone use by criminal groups has increased along the southern border in recent years. Cartels have deployed unmanned aircraft to monitor law enforcement, track smuggling routes and deliver narcotics across remote desert areas. U.S. Northern Command has previously reported more than 1,000 drone incursions a month along the border. A separate FAA notice also restricted flights near Santa Teresa, New Mexico, about 20 miles (32.19 kilometers) west of El Paso, during the same period. Local officials said they received little advance warning. El Paso City Representative Chris Canales said municipal and military leaders were notified only minutes before t...
Jobseekers speak with recruiters past event signage during the WorkSource North Seattle Career Fair in Seattle, Washington, US, on Tuesday, Feb. 10, 2026. David Ryder | Bloomberg | Getty Images The January nonfarm payrolls report beat Wall Street expectations in both job creation and the unemployment rate. Here are the top five takeaways: From a headline perspective, the news was good. Nonfarm pay...
Jobseekers speak with recruiters past event signage during the WorkSource North Seattle Career Fair in Seattle, Washington, US, on Tuesday, Feb. 10, 2026. David Ryder | Bloomberg | Getty Images The January nonfarm payrolls report beat Wall Street expectations in both job creation and the unemployment rate. Here are the top five takeaways: From a headline perspective, the news was good. Nonfarm payrolls rose by 130,000 and the unemployment rate fell to 4.3%, the latter thanks to a boom of 528,000 in household employment. The Dow Jones consensus was for 55,000 jobs and a 4.4% unemployment rate. Wages also rose, climbing a higher-than-expected 0.4% for the month and 3.7% annually. Hours worked, a productivity gauge, increased to 34.3 hours, up by 0.1 hour. Along with the sunshine came some rain. Annual revisions to the jobs count benchmarked against Census data showed that for the April 2024-March 2025 period, payrolls growth was 898,000 lower than initially stated. Moreover, November's previous estimate fell by 15,000 and December was off 1,000. For the final six months of 2025, the economy lost a net 1,000 jobs. Payroll growth again was concentrated in health care-related fields: There were 82,000 jobs in ambulatory health care services, hospitals and nursing and residential care facilities, and another 42,000 in social assistance. Only construction, which added 33,000 positions, showed any noticeable improvement. Traders increased their bets that the strong headline payrolls number and decline in the unemployment rate would keep the Federal Reserve on the sidelines until the summer. Futures market trading implied just an 8% probability of a cut in March, with the next reduction not likely happening until at least June, according to the CME Group's FedWatch gauge . They said it: "Just in: GREAT JOBS NUMBERS, FAR GREATER THAN EXPECTED! The United States of America should be paying MUCH LESS on its Borrowings (BONDS!). We are again the strongest Country in the World, a...
SGS SA press release ( SGSOF ): FY 2025 GAAP EPS of CHF 3.48. Revenue of CHF 6.94B (+2.2% Y/Y). More on SGS SA Seeking Alpha’s Quant Rating on SGS SA Historical earnings data for SGS SA Dividend scorecard for SGS SA Financial information for SGS SA
SGS SA press release ( SGSOF ): FY 2025 GAAP EPS of CHF 3.48. Revenue of CHF 6.94B (+2.2% Y/Y). More on SGS SA Seeking Alpha’s Quant Rating on SGS SA Historical earnings data for SGS SA Dividend scorecard for SGS SA Financial information for SGS SA
Earnings Call Insights: United Fire Group, Inc. (UFCS) Q4 2025 Management View Kevin Leidwinger, President and CEO, opened by highlighting, “In 2025, we grew our business to record size while delivering the best annual underwriting profit, investment income and return on equity in a decade or longer.” He reported underwriting profit grew from $9 million in 2024 to $67 million in 2025, and noted re...
Earnings Call Insights: United Fire Group, Inc. (UFCS) Q4 2025 Management View Kevin Leidwinger, President and CEO, opened by highlighting, “In 2025, we grew our business to record size while delivering the best annual underwriting profit, investment income and return on equity in a decade or longer.” He reported underwriting profit grew from $9 million in 2024 to $67 million in 2025, and noted return on equity of 13.7%. Leidwinger emphasized, “Full year net written premium grew by 9% to more than $1.3 billion from record new business production, strong retention in our core commercial business and continued renewal premium increases.” He announced, “The Board of Directors has declared a 25% increase in our quarterly cash dividend from $0.16 per share to $0.20 per share.” Julie Stephenson, Executive VP & COO, stated, “We capitalized on these opportunities in 2025, delivering record new business of $247 million, nearly twice the amount of new business generated since the beginning of our transformation efforts.” She also noted the underlying loss ratio improved to 55.4% in Q4 and to 56.3% for the full year. Stephenson detailed, “Specialty E&S net written premium grew at a double-digit pace in both the fourth quarter and full year,” and added that the Surety business also delivered double-digit net written premium growth for the quarter and full year. She explained, “The fourth quarter catastrophe loss ratio was 1.2% and the full year catastrophe loss ratio of 3.2% outperformed our expectations for the year.” Eric Martin, Executive VP & CFO, reported, “Fourth quarter net income was $1.45 per diluted share with non-GAAP adjusted operating income of $1.50 per diluted share. This quarter’s earnings improved book value per common share to $36.88.” Martin stated, “With UFG’s return on equity exceeding 13% in 2025 and our stock price trading near adjusted book value, we are well positioned to deliver compelling growth and shareholder value over time.” Outlook Management sig...
Earnings Call Insights: Avantor, Inc. (AVTR) Q4 2025 Management View Emmanuel Ligner, President and CEO, highlighted the implementation of the Avantor revival program, stating, "We have already made important progress" since the program's launch three months ago. Ligner introduced a reorganization of Avantor into two new business units: a product-agnostic channel and a channel-agnostic product bus...
Earnings Call Insights: Avantor, Inc. (AVTR) Q4 2025 Management View Emmanuel Ligner, President and CEO, highlighted the implementation of the Avantor revival program, stating, "We have already made important progress" since the program's launch three months ago. Ligner introduced a reorganization of Avantor into two new business units: a product-agnostic channel and a channel-agnostic product business, with customers at the center of this new structure. He announced, "Effective in Q1, we will alter our reporting segments to reflect this go-to-market approach and align external reporting with how we now manage the business internally." The company recommitted to the VWR brand for its channel business and has updated the VWR e-commerce platform, with a plan to invest an additional $10 million to $15 million in 2026 to upgrade the customer interface. Ligner emphasized, "Enhancing our digital capabilities is one of our highest priority given their importance to so many of our customers." Significant operational investments were noted, including $20 million identified by new COO Mary Blenn to enhance customer service capabilities. A new revival project management office is led by Alli Hosak to drive accountability. Ligner commented, "2026 will be a year of transition and investment as we reinforce the foundation of this great company," with organic revenue growth rate as the most important metric to track. Ligner observed stabilization in end markets, especially biopharma, noting, "The biopharma end market contributes to be healthy with production level growing at attractive rates." The company welcomed Sanjeev Mehra and Simon Dingemans to the Board of Directors, citing their "deep global leadership, financial expertise and strategic insight." Brent Jones, Executive VP & CFO, stated, "We delivered a Q4 largely in line with expectations with organic revenue growth, adjusted EPS and free cash flow at or above our guidance." Outlook Avantor projects organic revenue growth ...
bluestocking/E+ via Getty Images Goal and Strategy Long-term capital appreciation through investments in 30-45 quality, large-cap, U.S. growth oriented companies. Portfolio Management Team Start Date Start Date Name Industry Company Keith Lee, CFA 1996 1998 Henry He, CFA 2001 2011 John Rabroker, CFA 2004 2004 Click to enlarge Top 10 Holdings (%) NVIDIA Corp ( NVDA ) 18.03 Alphabet Inc ( GOOGL ) 15...
bluestocking/E+ via Getty Images Goal and Strategy Long-term capital appreciation through investments in 30-45 quality, large-cap, U.S. growth oriented companies. Portfolio Management Team Start Date Start Date Name Industry Company Keith Lee, CFA 1996 1998 Henry He, CFA 2001 2011 John Rabroker, CFA 2004 2004 Click to enlarge Top 10 Holdings (%) NVIDIA Corp ( NVDA ) 18.03 Alphabet Inc ( GOOGL ) 15.80 Amazon.com Inc ( AMZN ) 9.69 Tesla Inc ( TSLA ) 7.71 Microsoft Corp ( MSFT ) 4.47 Rocket Lab Corp ( RKLB ) 3.78 Netflix Inc ( NFLX ) 3.16 Ascendis Pharma A/S ( ASND ) 2.84 Cadence Design Systems Inc ( CDNS ) 2.69 Mastercard Inc ( MA ) 2.60 Click to enlarge As of 12/31/2025 The holdings listed should not be considered recommendations to purchase or sell a particular security. Equity holdings are grouped to include common shares, depository receipts, rights and warrants issued by the same company. Fund holdings subject to change. Portfolio Review U.S. stocks advanced in the fourth quarter, posting double-digit gains for the third straight year. The October government shutdown lasted into early November but did not dramatically deter investors, even as it delayed or eliminated government economic data. The Federal Reserve(Fed) lowered its benchmark interest rate twice in response to weakness in the labor market. The U.S. economy continued to expand, but growth slowed throughout the quarter. Value stocks outperformed. Value-style stocks outperformed growth-style stocks across the market-capitalization spectrum. Large-cap stocks rose and slightly outperformed small-cap stocks, and both outperformed mid-cap stocks. Interactive media and services benefited performance. A beneficial industry overweight relative to the benchmark and stock selection drove outperformance in the communication services sector. Our overweight position in Google parent Alphabet was a key relative contributor. Aerospace and defense benefited performance in industrials. Rocket Lab, an early stage commer...