Accumulation
Teleflex - Medical Technology Company Focuses on Core Business with Divestitures and Announces Stock Buyback!
Business Driver: Teleflex (TFX) has positioned itself as a provider of solutions in the areas of vascular...
Academy Sports & Outdoors - Robust Consumer Demand and Cost-Cutting Measures Drive Momentum Despite Challenging Environment!
Business Drivers: Academy Sports and Outdoors (ASO) is one of the most well-known retailers in the field...
Omnicom - Increasing Advertising Budgets and Synergies from Interpublic Acquisition Should Further Boost Results!
Business Driver: The advertising company Omnicom (OMC) is currently benefiting from increasing advertising...
Core & Main - Rising Construction Expenditures Lead to Record Results!
Business Driver: Core & Main (CNM) is represented with its approximately 370 locations in the distribution...
Schaeffler - Megatrend Industrial Robotics and Entry into Drone Manufacturing to Significantly Boost Revenue and Results in the Medium Term!
Business Driver: Schaeffler is now one of the largest automotive suppliers due to the Vitesco acquisition,...
Booz Allen Hamilton – IT and Consulting Specialist Benefits from Increasing Budgets in the Defense Segment!
Business Driver: Booz Allen Hamilton (BAH) supports companies and government agencies in the implementation...
Klöckner - Steel Trader in the Crosshairs of Worthington Steel!
Business Driver: The steel trader Klöckner & Co has recently, like many other heavyweights...
Serve Robotics - Delivery Robot Specialist Positioned for Growth Acceleration Thanks to New Partnerships with Door Dash and Uber Eats!
Growth Driver: Serve Robotics develops and operates autonomous delivery robots (Sidewalk Robots) that...
Live Nation Entertainment - Ticketing Marketer and Concert Organizer Benefits from Rising Consumer Spending!
Business Driver: Live Nation Entertainment (LYV) is the number one in live concerts and events worldwide...
Salesforce - AI Applications Significantly Boost Results!
Business Drivers: Salesforce (CRM) is one of the world's leading cloud providers of CRM applications...
Samsara (IOT) – IoT Specialist Benefits Massively from Digitalization Boom!
Business Driver: Samsara (IOT) has made a name for itself with IoT platform solutions that assist companies...
ServiceTitan - Thriving Construction Sector Boosts Revenue and Earnings Significantly!
Business driver: ServiceTitan (TTAN) has established itself as one of the leading players in this segment...
Rubrik - Cybersecurity specialist shines with new solutions in the field of AI agents!
Business driver: Rubrik (RBRK) has focused on software suites related to data security, cyber resilience,...
Victoria's Secret - Attractive Consumer Demand and New Designs Create Momentum!
Business Drivers: Victoria's Secret (VCSO) is one of the most well-known providers of women's underwear,...
Ulta Beauty - The cosmetics retailer benefits from increasing customer traffic and plans to significantly expand online sales!
Business Driver: Ulta Beauty (ULTA) has made a name for itself as a cosmetics and beauty retailer with...
Alaska Air - Airline benefits from rising passenger numbers and expects high synergies from Hawaiian Airlines acquisition!
Business Driver: Alaska Airlines (ALK) has strengthened itself in recent years through numerous smaller...
Microchip Technologies - Strong Chip Demand and Restructuring Program Lead to Record Results!
Business Driver: Microchip Technology (MCHP) specializes in chips and mixed-signal, analog and interface...
Old Dominion Freight - LTL Specialist Benefits from Rising Transport Volumes and Boom in {[Online Trade!]}
Business Driver: Old Dominion Freight (ODFL) specializes in so-called Less-Than-Truckload logistics but...
Five Below - Discount Retailer Thanks to New Products and Increasing Customer Traffic Continuing to Overtake!
Business Driver: Five Below (FIVE) has established itself as one of the most recognized discount retailers...
Dollar General - Discount Retailer Benefits from Increased Customer Traffic and Expansion of Private Label Segment!
Business Driver: Dollar General (DG) is one of the most well-known discount retailers in the USA, with...
MACOM Technology Solutions – Data Center Boom and Rising Defense Spending Provide Chipmakers with Dynamic Revenue Growth!
Business Driver: MACOM Technology Solutions (MTSI) has positioned itself strongly in high-performance...
Ondas Holdings - Rising Defense Budgets Keep Drone Specialist's Order Books Full!
Business Drivers: Ondas Holdings (OND) is primarily focused on the development of autonomous drone...
American Eagle Outfitters - Marketing campaign with Sydney Sweeney significantly boosts results!
Business Driver: American Eagle Outfitters (AEO) focuses on fashion retail with over 1,100 locations...