Lists & Rankings

Applied Digital: An Emerging Player in the AI Infrastructure Market
Applied Digital focuses on the development and operation of digital infrastructure for high-performance...

SiTime: System-Relevant Niche Leader for the Digital Future
Hidden Technology Leader: SiTime provides high-precision timing for modern electronics and replaces...

Eli Lilly: Expanding With a Billion-Dollar Project in Germany
Eli Lilly is one of the most traditional pharmaceutical companies in the USA and has increasingly focused...

Broadcom: AI Boom and VMware Integration Drive Growth
Broadcom is a semiconductor company that manufactures chips for Ethernet, WLAN, cable modems, DSL...

American Superconductor: Key Player in the Global Energy Market Reaches Profitability and Secures Access to the Defense Sector!
Recently, the OECD lowered its growth forecast for the US from 2.2% to 1.6%. Nevertheless, the US markets...

Dollar General in our Pivotal Point Check: Discounter Attracts Higher-Income Customers - Revenue Up 5.3% in Q1 to $10.44 Billion!
The discounter appealed to more higher-income households. Earnings per share increased by...

Hims & Hers Expands to Europe – Acquisition of ZAVA as a Strategic Growth Lever
Telemedicine provider Hims & Hers acquires ZAVA, a central platform for entering the European...

Applied Digital in our Pivotal Point Check: AI Infrastructure Provider Secures Leasing Contracts With Cloud Service Provider CoreWeave Worth $7 Billion!
250 MW IT capacity planned for data centers by CoreWeave. Over 15 years, total revenue of...

S&P Global: Stock Gains mid-Year – a Pattern With a System
S&P Global is a leading provider of financial information, ratings, and data analysis, supporting...

Nextracker: Innovation and Growth in India Drive the Solar Stock to new Heights! Earnings are Increasing Significantly!
Despite the doubling of steel tariffs to 50% and the strained trade relationship between the US and China,...

ThredUp: Strong Growth Business Model in the Trend of Sustainability
ThredUp benefits from the boom in secondhand fashion and an increasing demand for circular consumption,...

Willdan Group: Sustainable Growth Path Thanks to Green Transformation
Willdan is a provider of professional technical services and consulting for utilities, the private...

Carvana – From Crisis Candidate to Digital Champion of the US car Market
From lost case to industry leader: After a nearly 99% stock decrease during the 2022 crisis, Carvana...

Ulta Beauty in our Pivotal Point Check: 12% Stock Surge After Convincing Q1 Results and Raised Annual Forecast!
Net revenue increased by 4.5% in Q1 to $2.85 billion. Revenue and profit forecast for...

Winmark: When Second-Hand Becomes a Profit Machine
Winmark Corporation operates an exceptionally profitable niche business in retail – not through traditional...

FTAI Aviation: Strong Figures Thanks to the Engine Business! Despite Trade Turbulence, FTAI Achieves Record Quarter!
Trump's doubling of the steel tariffs to 50% and the increased trade tensions between the USA and China...

Innodata Aims for 40% Revenue Growth in 2025 Through Advanced AI Solutions
Innodata is a data engineering company. It helps companies implement and integrate AI into their operations...

Veeva System in the Pivotal Point Check: Margin Explosion and Optimized Outlook – AI and Crossix Drive the Healthcare Industry into the Future!
Operating margin reaches 46% in Q1, surpassing the long-term plan of 35%. Forecast for the fiscal...

e.l.f. Beauty: Beauty Specialist Continues to Grow Unstoppably! Expansion to Europe and Acquisition of rhode!
The markets are currently a bit unsettled, particularly due to the contradictory decisions of various...

Amphenol: The Silent Giant Behind the AI Revolution – More Than Just a Connectivity Specialist
Invisible but indispensable: Amphenol is the silent benefactor of the AI era. While NVIDIA provides...

Innodata: Human AI Supplier in Transition – Speculative Leverage on the AI Boom?
580% share price increase in 2024 – Innodata provides the annotated data needed to train AI models...

Akero Therapeutics - the Biotech Company Impresses With a Strong Pipeline, Takeover Speculations Cause the Stock to Rise!
Business drivers: The biotech company Akero Therapeutics (AKRO) specializes in developing new therapies...

Dycom Industries - Increasing Demand for Network Infrastructure Drives Results Significantly!
Business drivers: Dycom Industries (DYC) is one of the leading infrastructure service providers. The...