Pivotal Points

Pivotal Point Tracking Magnera (MAGN): $126 Million Free Cash Flow in FY 2025 - Premium Nonwoven Provider's Stock Explodes Over 55%!

Magnera is a leading provider of specialty materials and solutions used in numerous end markets, including...

Pivotal-Point Tracking Dycom Industries (DY): Beneficiary of the {[fiber expansion]} – $1.02 Billion Q3 Revenue Exceeds Expectations!

Dycom Industries is a leading specialized service provider for the construction, installation, and maintenance...

Pivotal-Point Tracking American Public Education (APEI): US Education Company Increases EBITDA by 60% Thanks to Nursing and Military!

American Public Education is a provider of affordable and career-oriented online and campus educational...

Pivotal-Point Tracking Freeport McMoRan (FCX): Copper Giant Benefits from Strong Quarterly Numbers and All-Clear in Grasberg – UBS Sees Price Target at $55!

Freeport-McMoRan is a mining company focused on copper, molybdenum, and gold. On October 24, Freeport...

Shoe Carnival (SCVL) in our Pivotal Point Check: Share Buybacks & Dividend - $50 million Buyback Program and "One Banner Strategy" Accelerate EPS!

New stock buyback program worth $50 million. The quarterly cash dividend of $0.15 per share marks...

Pivotal Point Tracking Lay-Z-Boy (LZB): Furniture Manufacturer's Retail Strategy Pays Off - 4% More Orders and Expansion to 220 Own Locations!

Lay-Z-Boy is a leading US manufacturer of residential furniture, known for its chairs and upholstered...

Pivotal-Point Tracking Semtech (SMTC): Semiconductor Specialist with 78% Revenue Boost in Data Centers and IoT Growth!

Semtech develops and sells high-performance analog and mixed-signal semiconductors as well as complex...

Ciena (CIEN) in our Pivotal Point Check: 49% Growth in Hyperscalers Propels Network the Equipment Stock to a new 10-Year High!

Strong revenue growth of 20% in Q4. The hyperscaler business grew by 49% and now accounts for 42%...

Daktronics (DAKT) in Pivotal Point Check: Net Income Jump Over 25% and 3rd Consecutive Quarter with Revenue Growth Fuel the US Display Specialist!

Daktronics exceeds analyst earnings expectations for Q2 of fiscal year 2026 by more than 20%. Revenue...

Pivotal-Point Follow-up Scholar Rock Holding (SRRK): Clinical Breakthrough in Spinal Muscular Atrophy Leads to $25 Million Milestone Payment!

Scholar Rock is a biopharmaceutical company based in Cambridge, Massachusetts. Its focus is on the development...

Pivotal Point Tracking Applied Optoelectronics (AAOI): Benefactor of Strong Demand for Lasers for Data Centers - $150 Million Expansion and 800G Transceivers Propel!

Applied Optoelectronics is a technology company that develops and manufactures optical components and...

Pivotal Point Tracking Digi International (DGII): IoT Provider Surpasses Expectations with $114 Million Q4 Revenue and Accelerates Transition to Recurring Revenue!

Digi International is a provider of business and mission-critical Internet of Things (IoT) products,...

The RealReal (REAL): Luxury Second-Hand Platform Cuts Net Loss in Half – Path to Profitability by 2026 Reinforced!

The RealReal is a leading online platform for buying and selling authenticated luxury second-hand goods,...

Pivotal-Point Tracking FIGS (FIGS): Direct Sales of {[Healthcare Workwear]} Increases Margin to 69.9%!

FIGS is a leading direct-to-consumer lifestyle brand for apparel and products in healthcare. The company...

Pivotal Point Tracking NerdWallet (NRDS): Financial Tools Provider Benefits from High Credit Card Usage - Earnings per Share Increase by 400%!

NerdWallet is a platform that provides consumers with financial literacy and helps them make smarter...

CRH

CRH (CRH) in the Pivotal Point Check: Building Materials Company conquers 52-week high with S&P 500 boost!

Index inclusion in the S&P 500 triggers forced buying. Net profit increased by 9% in Q3. Speculation...

Pivotal-Point Tracking O-I Glass (OI): World’s largest manufacturer of glass packaging improved margin to 14.4% through its “Fit-to-Win” efficiency program!

The US company O-I Glass is regarded as the world's largest manufacturer of glass packaging for a variety...

Pivotal-Point Tracking Fastly (FSLY): Edge Cloud Platform with record revenue of $158.2 million in Q3 and positive free cash flow!

Fastly is a leading edge cloud platform that helps customers deliver digital experiences faster, more...

Pivotal Point Tracking Qualys (QLYS): 10% Revenue Growth and 47% Operating Margin in Q3 Thanks to TruRisk Platform!

The provider of cloud-based IT, security, and compliance solutions benefited from the increasing demand...