Lists & Rankings
Expeditors International Benefits as a Logistics Planner from Volatile Customs Policy
Volatile Customs Policy = Tailwind: The more complex rules and trade barriers become, the more valuable...
Jumia: Africa's answer to Amazon – Orders increase by 30% year-over-year
When thinking of the e-commerce megatrend, most people immediately have stocks like Amazon or Alibaba...
Woodward: The Invisible Backbone of Global Mobility and Energy Supply
Woodward acts as an indispensable technology leader for complex control systems in the aviation and...
Pivotal-Point Tracking Planet Labs (PL): Space Data and AI Analytics as Growth Drivers - Global Crises and Climate Change Increase the Demand for Precise Geospatial Data!
Planet Labs provides daily satellite images of the entire Earth's surface. The company was able to increase...
Pivotal-Point Tracking Ulta Beauty (ULTA): Market Leader in Cosmetics Surpasses Expectations - 43 Million "Ultimate Rewards" Members Secure 95% {of Revenue}!
Ulta Beauty solidified its position as the leading U.S. beauty product retailer on December 5, 2025,...
Saab: Sweden's Fighter Jets Focus Around Venezuela
The Venezuela escalation has boosted the European defense sector at the beginning of 2026 Saab has...
RH Inc. (RH) in Pivotal Point Check: Tariff Delay Ignites Stock Surge at Start of Year – Lifestyle Luxury Retailer Massively Benefits from Eased Supply Chains until 2027!
Delay of US import tariffs on furniture until 2027 significantly relieves the profit margins of the...
Micron in the AI Super Cycle: HBM "Sold Out" by the End of 2026
HBM as a Pricing Power Lever: Because HBM is extremely scarce, the negotiating power is shifting to...
FTAI Aviation: Strategic Realignment, from Leasing to Engine Specialist
FTAI is not just a mere lessor, but controls the entire value chain of the most important engine types...
LightPath Technologies: From Component Supplier to System Partner for the Future of Defense
Explosive Growth Through System Integration: With a revenue increase of 79% in the most recent quarter...
Innovative Solutions and Support: Avionics Rocket at Year-End! Aerospace Supplier is Just Taking Off!
At the close of this trading year 2025, we turn our attention to the "Industrials" sector. Innovative...
Terns Pharmaceuticals: How to Shake Up the Leukemia Market with the Drug TERN-701
Terns Pharmaceuticals is a biopharmaceutical company in the clinical development phase. After exiting...
ACM Research Benefits from China's Chip Offensive and Expands Internationally
Growth Despite Headwinds: ACM Research reports a Q3 2025 revenue of $269 million (+32%) and becomes...
Century Aluminum: The Comeback of Aluminum!
How an Underrated Metal Enthuses Investors! Base metals like copper, silver, and gold are set to experience...
The RealReal: Authenticated Luxury as a Unique Selling Point
Profitability Turbo: The transformation has been successful; the company demonstrates for the first...
Krystal Biotech: The Rise of a Profitable Giant in Scalable Gene Therapy
Validated Platform Revolution: With the world's first topical gene therapy VYJUVEK, Krystal Biotech...
Guidewire Software - Digitalization Boom in the Insurance Industry and New AI Tools Create Momentum!
Business Driver: Guidewire Software specializes in cloud-based digitalization solutions for the insurance...
LAM Research - Chip Equipment Provider Significantly Benefits from AI Boom!
Business Driver: The chip equipment provider LAM Research (LRCX) is currently able to significantly...
Hamilton Lane – Bull Market in International Capital Markets Leads to Excellent Prospects!
Business Drivers: Hamilton Lane (HLNE ) has established itself as an asset manager for wealthy private...
Intuitive Machines - Space Race Creates Strong Prospects!
Business Driver: Intuitive Machines (LUNR) specializes in lunar logistics, data networks, and autonomous...
Warner Music - Music Streaming Specialist Benefits from Rising Consumer Spending!
Business Driver: Warner Music Group (WMG ) covers the entire value chain of the music industry. The business...
First Solar: Solar Exception with AI Tailwind
Technological Independence: Thanks to CdTe thin-film technology, First Solar avoids the global pricing...
Rivian's Rise: From Startup to Technology Pioneer
Rivian has overcome the most dangerous phase and is expected to achieve a positive gross margin for...