Pivotal Points
Pivotal Point Tracking Aehr Test Systems (AEHR): Semiconductor Test Specialist Secures Hyperscaler Major Order for AI Processors!
Aehr Test Systems is a pioneer in test and burn-in solutions that guarantee the reliability of chips...
Westlake Chemical (WLK) in Pivotal Point Check: 544 Million USD Loss - Chemical Company Accelerates After Radical Restructuring!
Restructuring in Focus: Westlake plans an EBITDA increase of 600 million USD for 2026 through cost...
Pivotal Point Tracking Trinity Industries (TRN): Logistics Backbone of the USA Utilizes 97% Fleet Utilization for Massive EPS Growth!
Trinity Industries is a North American provider of railway cars and leasing services. On February 12,...
Pivotal-Point Tracking Advanced Energy Industries (AEIS): Specialist in Precision Power Supply Convincingly Targets Margin of 25%!
Advanced Energy Industries develops highly complex solutions for power conversion and control that are...
Tandem Diabetes Care (TNDM) in our Pivotal Point Check: 58% Margin Record After Strategic Model Shift and Sales Through Pharmacy Channel!
Q4 figures exceed expectations: Revenue rises by 15% to $290.4 million. Strategic shift: Transition...
Pivotal-Point Tracking Envista Holdings (NVST): Global Player in Dentistry Increases Q4 Revenue to $751 Million Through AI Diagnostics!
Envista Holdings is a provider of dental products, consolidating over 30 brands such as Nobel Biocare...
Pivotal Point Tracking Lumentum Holdings (LITE): Specialist in AI Optics Benefits from Bandwidth Boom Driven by Cloud Giants like Google and Oracle!
Lumentum is a key player in the infrastructure of artificial intelligence, providing optical components...
RingCentral (RING) in our Pivotal Point Check: AI Growth and First Dividend Ignite 34% Price Surge with a P/E Ratio of Just 8.2!
Earnings forecast for 2026 exceeds expectations: 2026 is projected to yield an adjusted earnings...
Pivotal Point Tracking Crocs (CROX): HEYDUDE turnaround leads to record numbers and $1.2 billion buyback program!
Crocs, the provider of innovative casual footwear, triggered a Pivotal Point on February 12. The company...
Pivotal Point Tracking Terex (TEX): Construction Machinery Specialist Benefits from Infrastructure Investments - Margin Jump to 9.3%!
Terex is a manufacturer of aerial work platforms and material processing equipment. On February 11, the...
One Stop Systems (OSS) in our Pivotal Point Check: $65 Million Record Orders from the U.S. Navy and Strategic Breakthrough in Robotics!
Multi-million deal with the U.S. Navy: New contracts worth $10.5 million secured for the P-8A Poseidon...
Tracking the Pivotal Point of Deckers Outdoor (DECK): Direct-to-Consumer Success - 32% Growth for the top Footwear Brand HOKA!
Deckers Outdoor solidifies its position as a growth driver in the global footwear market. In Q3, revenue...
Tracking the Pivotal Point of Tapestry (TPR): Luxury Trend Shift with Record Gross Margin of 75.5%!
The fashion house, known for brands like Coach, Kate Spade, and Stuart Weitzman, delivered excellent...
Global Payments (GPN) in our Pivotal Point Check: Breakthrough Thanks to Genius Rollout and $2 Billion Capital Return in 2026!
Strong quarterly results: Adjusted earnings per share of $3.18 exceed analyst estimates. Massive...
Tracking the Pivotal Point of Nextracker (NXT): AI-Optimized Solar Systems Drive 34% Revenue Growth and $5 Billion Backlog!
Nextracker (operating as Nextpower) produces intelligent solar tracking systems that align solar modules...
Tracking the Pivotal Point of Proto Labs (PRLB): 28% Stock Surge After Record Quarter – AI-Driven Express Manufacturing Revolutionizes the Industrial Supply Chains!
Proto Labs is regarded as the industry leader in digital express manufacturing of prototypes and small...
Knife River Holding (KNF) in our Pivotal Point Check: Materials Specialist Impresses with EBITDA Explosion and Record Backlog of Over $1 Billion!
Earnings per share exceed expectations in Q4 with $0.56. Record backlog of over $1.0 billion...
Tracking the Pivotal Point of HCA Healthcare (HCA): Record Earnings and $10 Billion Share Buyback Program Trigger Rally!
The US hospital operator impressed with an excellent final quarter on January 27. HCA exceeded analysts'...
Tracking the Pivotal Point of The Hershey (HSY): Chocolate Giant Overcomes the Cocoa Crisis with High-Margin Salty Snacks!
The US confectionery manufacturer impressed with strong quarterly figures on February 5. Hershey, known...
Advance Auto Parts (AAP) in Pivotal Point Check: {[Golden Age for Auto Parts]} Meets Fundamental Undervaluation – 12.8 Years Record Vehicle Age Boosts Margins and Doubles Profits!
Adjusted earnings per share significantly beat expectations at $0.86. The operating margin jumps...
Pivotal-Point Tracking FormFactor (FORM): Record Numbers from High-Bandwidth Memory and Advanced Packaging - $215 Million Q4 Revenue and 44% Margin!
FormFactor, a provider of testing and measurement technologies for the semiconductor industry, produces...
Pivotal Point Tracking Liberty Energy (LBRT): Fracking Specialist Impresses with 23% EBITDA Growth through “digiFrac” Efficiency!
Liberty Energy is a service provider for hydraulic fracturing in North America. The company provides...
Rivian Automotive (RIVN) in our Pivotal Point Check: First Gross Earnings of $144 Million and the VW Software Deal Represent a Historical Turning Point Ahead of the Launch of the Mass-Market Model R2!
In 2025, a positive gross profit of $144 million was achieved. The partnership with the Volkswagen...