Pivotal Points
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...
Pivotal-Point Tracking A10 Networks (ATEN): Cybersecurity specialist reports record revenue for the 4th quarter and hits with 12% growth target!
A10 Networks, a provider of cybersecurity and infrastructure solutions, helps companies optimize and...
Pivotal Point Tracking Spectrum Brands (SPB): 10% Stock Jump After Earnings Surprise and 5.8% Organic Growth in the Pet Segment!
Spectrum Brands is a diversified consumer goods manufacturer known for brands like Russell Hobbs, Remington,...
Equinix (EQIX) in our Pivotal Point Check: 60% AI Deals and $10 Billion Forecast Excite the Data Center Giant!
Jump in revenue expected to exceed $10 billion by 2026. About 60% of large contracts in the last...
Pivotal-Point Tracking SolarEdge Technologies (SEDG): Smart Energy Specialist Benefits from Sector Optimism - Margin Recovery Expected Up to 23%!
SolarEdge is regarded as the global leader in DC-optimized inverter solutions, which maximize the energy...
Pivotal Point Tracking Sonos (SONO): Smart Home Audio Pioneer Ignites Profit Turbo - Margin Jump to 46.5% and EPS Expectations Surpassed by Nearly 100%!
Sonos is considered a leading provider of premium wireless audio systems, distinguished by seamless software...
Diodes (DIOD) in our Pivotal Point Check: Semiconductor Hidden gem Plans 35% Revenue Increase and Margin Turbo until 2028 after AI Server Boom!
The adjusted earnings per share of $0.34 significantly exceeds analyst estimates. The computing...
Pivotal-Point Tracking Carlisle (CSL): Building Envelope Specialist Impresses with $1.13 Billion Q4 Revenue and $1 Billion Stock Buybacks!
Carlisle is a provider of energy-efficient building envelopes and roofing systems. On February 4th, the...
Pivotal Point Tracking Lear (LEA): Automotive supplier impresses with record order backlog and attractive P/E 2026e of 9.8!
Lear, a supplier of seating systems and electrical distribution systems in the automotive industry, exceeded...
Masco (MAS) Exceeds Estimates and Ignites the Stock Turbo with $2 Billion Buyback Program!
Earnings forecast for 2026 is above market expectations at up to $4.30 per share. New share...
Pivotal Point Tracking Fortinet (FTNT): Cybersecurity Specialist Takes Off with a Price Target of $100 and Record Margin of 37.3%!
Fortinet is a provider of unified SASE and networking solutions. On January 23, a rating upgrade by TD...
Pivotal-Point Tracking Woodward (WWD): 53% Earnings Jump and Massive Forecast Increase Due to {[Aviation Boom]} and Energy Needs of Data Centers!
Woodward is a leading supplier of control and optimization solutions in aviation and industry. On February...