Lists & Rankings
Pivotal-Point Tracking Lockheed Martin (LMT): Arms giant with a monopoly position and a record order backlog of over $165 billion!
Lockheed Martin dominates the market for modern defense systems with its F-35 fighter jet program. A...
Palladyne AI: Will the mega turnaround succeed? Revenue forecast of +380% for 2026
Palladyne may be on the brink of an impressive turnaround story. Both the company itself and the analyst...
LightPath Technologies (LPTH) in Pivotal Point Check: Strategic Acquisition in the Infrared Market Ends Germanium Dependency and Paves the Way for an Integrated {[Defense Player]} with $90 Million Backlog!
LightPath acquires US glass manufacturer for $7 million, securing vertical integration. New capacities...
Kratos Defense & Security Solutions: Trump's $1.5 Trillion Budget! Kratos Massively Benefits in the Year of Drones!
Investors are fleeing from American assets following Donald Trump's aggressive stance towards Greenland....
The Laughing Third in the Trade War: How ACM Research Benefits from China's Chip Crisis
Paradoxical Beneficiary of Sanctions: The stronger the US restricts high-tech exports to China, the...
Virtu Financial: Why market chaos is now becoming a price driver
Virtu Financial is a globally active market maker specializing in electronic trading of stocks, ETFs,...
Sanmina Corporation: The Shovel Seller in the Gold Rush of Digitalization
By focusing on technically demanding and highly regulated niches (such as medical technology or aviation),...
Glaukos - Rising Treatment Numbers Drive Momentum!
Business Drivers: Glaukos (GKOS) is a specialist in minimally invasive procedures and micro-implants...
US Foods Holdings - Food Wholesaler Benefits from Rising Consumer Demand
Business Driver: US Foods Holding Corp (USFD) has positioned itself as a food wholesaler in the USA,...
Powell Industries - Attractive Investments in Oil and Gas Exploration Lead to Strong Outlook!
Business Driver: Pweoll Industries specializes in customized electric energy systems and equipment...
Laboratory Corp of America - Laboratory testing provider benefits from increasing test volumes!
Business Driver: Labcorp (LH) has established a strong market position, especially in laboratory tests...
CoStar Group - Real Estate Portal Specialist Benefits from Recovery in Real Estate Demand!
Business driver: CoStar Group (CSGT) is a provider of information, analytics, digital marketplaces, and...
Micron Technology: The Indispensable AI Engine Defies the Market
Immune Strength through Scarcity: While political turmoil weighs on the indices, Micron shines as...
Pivotal-Point Tracking AeroVironment (AVAV): Record Orders, BlueHalo Deal, and Trump's $1.5 Trillion Defense Boost Fueling Growth!
AeroVironment is a provider of unmanned aircraft systems (drones) and tactical missile systems such as...
Pivotal-Point Tracking Winnebago Industries (WGO): Market Leader in Recreational Vehicles Impresses with Robust Margins and Interest Potential!
The US manufacturer of recreational vehicles, boats, and outdoor equipment surprised with strong quarterly...
Vicor Corporation: The Emerging Architect of Energy Efficiency
Vicor positions itself as a key technological enabler in the AI era, as its patented high-performance...
Telephone and Data Systems Focuses on Towers Instead of Mobile – and Rewards Shareholders
In the last six months, Telephone and Data Systems (TDS) underwent a profound transformation that can...
Worthington Steel (WS) in our Pivotal Point Check: Strategic Billion-Dollar Acquisition of Klöckner & Co Creates Second-Largest Steel Service Center Operator - $150 Million Synergies and Jump to $9.5 Billion Revenue!
Worthington Steel acquires Klöckner & Co for approximately $2.4 billion. The merger creates...
Columbia Sportswear: This Winter Window Brings Profit Almost Every Year
Columbia Sportswear is an internationally active manufacturer of outdoor clothing, footwear, and equipment,...
AAON: More Than Just hot air! The Heat Pump Specialist AAON Takes off with Full Order Books!
On Monday, the US stock markets remained closed due to Martin Luther King Jr. Day, resulting in no significant...
Akamai - Cybersecurity Specialist Benefits from Increasing Corporate Spending on Security Solutions and Cloud Infrastructure Solutions!
Business driver: Akamai (AKAM) specializes in cloud services in the field of cybersecurity and is likely...
Sysco - Wholesaler Benefits from Rising Consumer Demand!
Business Driver: Sysco (SYY ) has established itself as a food and foodservice provider in the USA....
Redwire - Space Race Brings Strong Outlook!
Business Driver: Redwire (RDW) has made a name for itself as a provider of mission-critical space infrastructure...