Lists & Rankings
Westlake Chemical benefits from rising demand for insulation materials in the construction industry
Business Driver: Westlake Chemical (WLK) has focused on the production of polyethylene, chlorine, sodium...
Carpenter Technology – Boom in the Aerospace Industry and Rising Defense Budgets Fuel Momentum!
Business Driver: Carpenter Technologies (CARP) specializes in the production of high-quality specialty...
Gaming & Leisure - Casino Resort Operator Benefits from Gambling Boom!
Business Driver: Gaming & Leisure Properties (GLPI) specializes in the acquisition and management...
Air Products & Chemicals - Industrial Gas Manufacturer Benefits from Economic Recovery!
Business Driver: Air Products & Chemicals (APD) is among the international top players in the industrial...
Innodata (INOD): -30% since November – Is the AI Highflyer now a Buy?
Fundamental contrast: Despite a 23% drop in November, $68 million in new pre-training contracts and...
Tracking the Pivotal Point of PACS Group (PACS): Operator of Care Facilities Raises Forecast - Operational Excellence as a Growth Driver!
PACS Group is a US provider in the field of home care and specialized rehabilitation. The company operates...
Tracking the Pivotal Point of Upwork (UPWK): Profitability Jump and S&P SmallCap 600 Inclusion Propel the Freelancer Platform to a new Level!
Upwork connects millions of companies with highly skilled freelancers worldwide. On November 26, the...
Planet Labs (PL) in our Pivotal Point Check: 340% Price Target Increase - why Analysts are Going Crazy After the 35% Stock Surge!
Q3 revenue rises by 33% to $81.3 million. Cooperations with Google (Project Suncatcher) and Nvidia...
Wärtsilä: Recipe for Success for 2026 - Digitalization and Decarbonization as Growth Drivers
After years of stagnation, the Finnish industrial company has been steadily on the rise since 2021. Revenue...
Stryker: Aging Societies as a Reliable Demand Anchor
Stryker is one of the heavyweights in medical technology and benefits from structural trends that go...
Commercial Metals Company: An Integrated Powerhouse of the Circular Economy
CMC is one of the biggest beneficiaries of government construction programs. Approximately 60% of...
Abercrombie & Fitch: Strong Turnaround in Apparel! Fashion Brand with 12 Quarters of Revenue Growth!
A often overlooked industry is the apparel retail sector within the "Consumer Cyclical" category, which...
Southwest Airlines - Tourism Boom and New Efficiency Enhancement Program Should Sustainably Improve Results!
Business Driver: Southwest Airlines (LUV) has established itself as one of the most popular US providers...
Applied Optoelectronics - AI Boom and new {[High-End Transceivers]} should sustainably drive growth!
Business Driver: Applied Optoelectronics (AAOI) is one of the leading providers in the field of Fiber-Optic...
American International Group - Insurance Group Continues to Benefit from Rising {[Premium Income]} and Price Increases!
Business Driver: American International Group (AIG) offers a wide portfolio of property, liability,...
TUI - Travel and Tourism Boom Significantly Boosts Results!
Business Driver: TUI can benefit as one of the largest European travel companies from rising booking...
Lululemon - Yoga and Leisure Apparel Manufacturer Impresses with Strong Numbers Thanks to Recovery in China!
Business Driver: Lululemon (LULU) has established itself as one of the most recognized players in the...
Alignment Health: From Growth Promise to Profitability Story
Growth in the senior market: Medicare Advantage as a huge, government-framed market – Alignment...
Pivotal Point Tracking Magnera (MAGN): $126 Million Free Cash Flow in FY 2025 - Premium Nonwoven Provider's Stock Explodes Over 55%!
Magnera is a leading provider of specialty materials and solutions used in numerous end markets, including...
Pivotal-Point Tracking Dycom Industries (DY): Beneficiary of the {[fiber expansion]} – $1.02 Billion Q3 Revenue Exceeds Expectations!
Dycom Industries is a leading specialized service provider for the construction, installation, and maintenance...
Bechtle: IT Champion Back on Growth Track Thanks to Government Contracts and AI Strategy
Bureaucracy has long been an obstacle. In early March, we identified Bechtle as one of the potentially...
Immunome (IMNM) in the Pivotal Point Check: Phase 3 Success with Varegacestat in Desmoid Tumors - Significant Improvement in Progression-Free Survival and 56% Response Rate Pave the Way for FDA Approval 2026!
The drug Varegacestat met the primary endpoint and significantly improved progression-free survival....
CECO Environmental: The Silent Beneficiary of Emissions Control
CECO Environmental directly benefits from the global trend of stricter environmental regulations (air...