Pivotal Points

REV Group in our Pivotal Point Check: Specialty Vehicles Continue to Fuel Growth - Record Quarter and Optimized Forecast for 2025!

The main driver for growth was the specialty vehicle segment, which manufactures ambulances and fire...

Tracking the Pivotal Point of Flywire: the Specialist in Global Payment Transactions Benefits from Partnership with Mastercard!

Flywire, a cross-border payment company, reported impressive results for the second quarter on August...

Tracking the Pivotal Point of Porch Group: 83% Gross Margin – Q2 Results Convincing!

The Porch Group is a technology company providing services related to homeownership. On August 5, 2025,...

Tracking the Pivotal Point of Sally Beauty Holdings: Turning Point thanks to Growth and Efficiency Program!

Sally Beauty Holdings has reached a remarkable turning point through its "Fuel for Growth” program....

Tracking the Pivotal Point of Helios Technologies: Beneficiary of the Global Megatrends of Automation and Digitalization!

Helios Technologies specializes in hydraulic and electronic control technologies. The company benefits...

Air Lease in our Pivotal Point Check: Second Largest Aircraft Lessor in the World is Formed - Sumitomo Consortium Acquires the Aircraft Leasing Specialist for $7.4 Billion!

Sumitomo Corporation and SMBC Aviation Capital acquire Air Lease to strengthen their fleet and market...

Tracking the Pivotal Point of Viasat: Satellite Boom in a $33 Billion Growth Market!

The stock of the satellite communications company was upgraded on August 4, 2025, by the investment bank...

Tracking the Pivotal Point of Steelcase: What Lies Behind the 60% Price Jump of the Office Furniture Manufacturer?

The shares of the office furniture manufacturer Steelcase experienced a massive price jump on August...

Victoria’s Secret in our Pivotal Point Check: Focusing on Lingerie for Various Body Types Yields Initial Results!

Victoria's Secret exceeds expectations for revenue and earnings in Q2 2025. The company offers...

Celsius Holdings in our Pivotal Point Check: Strategic Partnership with PepsiCo and Acquisition of Rockstar Energy Drive the Stock to a new 52-Week High!

PepsiCo strengthens the partnership by increasing its stake. Celsius acquires Rockstar Energy in...

Savers Value Village

Tracking the Pivotal Point of Savers Value Village: Second-Hand Giant Exceeds Q2 Expectations!

Savers Value Village is a leading retail company in North America that specializes in the buying and...

Tracking the Pivotal Point of Extreme Networks: Beneficiary of AI-Driven Network Infrastructure!

Extreme Networks is a US-based company specializing in network infrastructure equipment. They design,...

Tracking the Pivotal Point of Preformed Line Products: This Company Shines in the Shadow of Major Tech Giants Thanks to the Power Grid Boom!

The business model of Preformed Line Products is based on the production of critical components for power,...

Tracking the Pivotal Point of Cognex: With the new Cloud Platform, the Automation Specialist Aims to Outpace the Competition!

Cognex has established itself as a new industry leader in industrial image processing. The company specializes...

Phibro Animal Health in our Pivotal Point Check: Animal Health Boom Drives 39% Revenue Increase – Stock Soars to its all-Time High!

Strong revenue and profit growth in Q4 surpasses expectations. Acquisition of Zoetis products...

From Mountain of Debt to Starlink Competitor - $23 Billion Catalyst from Frequency Sale to AT&T!

EchoStar has sold its nationwide 3.45 GHz and 600 MHz frequency licenses to AT&T for $23 billion....

Tracking the Pivotal Point of Zurn Water Solutions: the Water Specialist Benefits from Construction Boom and Surprises with Earnings!

Zurn Water Solutions, a provider of clean water and water management solutions, experienced a surge in...

Tracking the Pivotal Point of LendingClub: Doubled Profit Margin and Strategic Partnership with BlackRock Drive the Digital Bank!

LendingClub demonstrates with a strong Q2 that the digital marketplace bank continues on its growth trajectory....

Tracking the Pivotal Point of Corning: Great Quarterly Results Thanks to Strategic Partnership with Apple and the AI Revolution!

Corning is a U.S. technology company focused on specialty glass, ceramics, and optical fibers. The company...

Tracking the Pivotal Point of TriMas: New CEO and Strong Aerospace Figures Boost the stock!

TriMas is a US-based diversified company that focuses on high-margin niche markets in the areas of packaging,...

Semtech in our Pivotal Point Check: Convincing Quarterly Figures - the Semiconductor Specialist's Stock Rises by Over 15% Thanks to IoT and Data Center Demand!

 Semtech exceeded both revenue and earnings expectations in Q2 2025.  The company benefits from...