Pivotal Points
Boot Barn Holdings in Pivotal Point Check: 65 to 70 New Western Lifestyle Stores Planned – Targeting 13% Revenue Growth for 2026!
After a strong fiscal year 2025 – further growth with 65 to 70 new stores. Stock buyback program...
First Solar in our Pivotal Point Check: US Bill Provides Tailwind - Solar Stock Explodes by 22%!
US bill brings clarity - tax benefits for solar and wind resources are not being eliminated but are...
AppLovin in the Pivotal Point Check: Advertising Revenue Rises 71% in Q1 - Self-Service Dashboard Accelerates Onboarding of new Advertisers!
Advertising revenue increases by 71% in Q1 to $1.16 billion. Focus on the advertising business...
Lyft in Pivotal-Point Check: Record Quarter with 218.4 million Rides – Autonomous Driving, European Expansion, and 65+ as Growth Drivers!
With 218.4 million rides in Q1, the mobility platform reaches a new record. European expansion,...
Tesla in our Pivotal Point Check: Elon Musk Focuses on Tesla Business Again - 1,000 new Employees for Semi Production Ramp-up!
Elon Musk refocuses on Tesla's business starting May. Semi-truck is set to launch in 2026 - 1,000...
Encompass Health in our Pivotal Point Check: Largest U.S. Rehab Facility Operator Increases Q1 Revenues by 10.6% to $1.46 Billion - new Hospitals and bed Expansions Support Double-Digit Growth Target for 2025!
Revenues increased by 10.6% in Q1 to $1.46 billion. Revenues per discharge improved by 3.9% to...
ServiceNow in our Pivotal Point Check: Pro-Plus Deals and new Business set Records - 18.6% Revenue Growth in Q1!
18.6% revenue growth to $3.09 billion in Q1. 72 new major contracts lead to record new business....
Hasbro in our Pivotal Point Check: Revenue Increase of 46% in Digital Games in Q1 - Younger Target Audience and Expansion of Global Reach as Growth Drivers!
Revenues from digital games increased by 46% in Q1. The adjusted operating margin impresses at...
Equifax in our Pivotal Point Check: Rating Agency Exceeds Expectations in Q1 – 28% Dividend Increase and $3 Billion for Share Buybacks!
Q1 revenues rose by 4% to $1.44 billion, despite mortgage applications decreasing by 9%. Share...
Eli Lilly in our Pivotal Point Check: Weight Loss Pill Celebrates Study Success - Needle-Free Revolution for Weight Loss and Diabetes!
Eli Lilly is the top beneficiary of needle-free alternatives in the booming weight loss and diabetes...
Hertz Global Holdings in our Pivotal Point Check: Star Investor Bill Ackman Acquires 19.8% - Stock Soars Over 50%!
Bill Ackman's Pershing Square acquires a 19.8% stake in Hertz. Despite the positive stock reaction,...
Palantir Technologies in our Pivotal Point Check: The US Provider of Military AI Systems Secures Significant NATO Contract – Wedbush Confirms Almost 30% Price Potential for Up to $120!
NATO has acquired the Maven Smart System from the US provider of military AI systems. Palantir...
Certara in our Pivotal Point Check: FDA to Replace Animal Testing - AI as a Gamechanger in Drug Development!
The FDA aims to replace animal testing with "human-relevant methods," including AI-based models. ...
Simply Good Foods in the Pivotal Point Check: 15.2% Revenue Increase in Q2 - Positive Forecast and Higher Price Target Boost!
In Q2, revenue increased by 15.2% to $359.7 million. The acquisition of the OWYN brand contributed...
AngloGold Ashanti in our Pivotal Point Check: the Gold Mining Company Shines Thanks to Acquisitions and Record Gold Prices!
The concern over an all-out trade dispute between the USA and China remains high. Gold continues...
UnitedHealth Group in our Pivotal Point Check: Trump Boost for Health Insurers - Forecast Increase Awaits After Doubling Medicare Payments!
After an increase of 2.23%, the payment rates for Medicare insurers will be raised by 5.06% in 2026....
W.R. Berkley in our Pivotal Point Check: new Growth Opportunities - Japanese Insurance Giant Mitsui Sumitomo Enters!
Mitsui Sumitomo Insurance plans to acquire a 15% stake in W.R. Berkley. The collaboration with...
Ulta Beauty in the Pivotal Point Check: new Strategy and "Lipstick Effect" as Growth Drivers Despite Tariffs!
The cosmetics retailer Ulta Beauty has surprisingly strong quarterly results. The new strategy...
Lamb Weston in the Pivotal Point Check: Potato Giant Impresses with Strong Q3 Figures and a Dividend Yield of 2.45%!
The frozen potato products provider has reported quarterly results exceeding expectations. The...
AngioDynamics in Pivotal Point Check: 22% Revenue Growth in Q3 - NanoKnife and Thrombectomy Drive MedTech Segment!
Strategic focus on expanding the MedTech offering leads to an impressive revenue growth of 22.2% in...
Progress Software in Pivotal Point Check: AI Focus and ShareFile Integration Drive Growth - Analysts See 30% Price Potential After Strong Q1 and Raised Guidance!
Q1 revenue increases by 29% to $238 million, earnings per share at $1.31 significantly above the forecasted...
Corcept Therapeutics in our Pivotal Point Check: Breakthrough in Cancer Research - ROSELLA Study Success Catapults Stock up Over 100%!
Ovarian cancer is the fifth leading cause of cancer-related death among women. The ROSELLA study...
Soleno Therapeutics in our Pivotal Point Check: Stifel Sees "Blockbuster Opportunity" in the FDA Approval of Vykat XR for the Treatment of Prader-Willi Syndrome!
Soleno Therapeutics has achieved a milestone in the rare disease market. The treatment with Diazoxide-Choline...