Pivotal Points

Lumentum Holdings in the Pivotal Point Check: Key Partner for NVIDIA's AI Factories – Millions of GPUs Connected to Super Data Centers!

Lumentum is an important partner in NVIDIA's silicon photonics ecosystem to advance the scaling of...

Ollie's Bargain in the Pivotal Point Check: 75 New Stores and $300 Million Stock Buyback – RBC Sees 25% Price Potential!

Ollie's Bargain will open a total of 75 new stores in fiscal year 2025. RBC Capital Markets...

Jabil in the Pivotal Point Check: 2025 Forecast Revised Upwards - AI Demand and Humanoid Robots Boost the Contract Manufacturer!

Jabil raises its revenue forecast for 2025 from $27.3 billion to $27.9 billion.   The AI-associated...

Harrow in the Pivotal Point Check: Ophthalmology on the Rise – Q4 Revenues Nearly Doubled and Strong Forecast for 2025!

Harrow specializes in innovative ophthalmological therapies in ophthalmology. In the fourth quarter,...

Rubrik in the Pivotal Point Check: Specialist in Data Security and Cyber Resilience Grows by 47% in Q4 - Truist Securities With Buy Recommendation and a Price Target of $90!

The specialist in data security and cyber resilience increased its Q4 revenue by 47% year-over-year...

Intel in the Pivotal Point Check: Lip-Bu Tan Takes Over - Realignment of the Chip Giant for the Turnaround!

The struggling chip giant has found a new leader in industry veteran Lip-Bu Tan. Intel is under...

Groupon in our Pivotal Point Check: Coupon Provider Back on Growth Path - Stock Rises by 40% With Strong Volume Increase!

Groupon surpassed expectations with Q4 revenue of $130.38 million, outpacing the estimate of $127.74...

Beacon Roofing Supply in our Pivotal Point Check: Double Tailwind - $11 Billion Acquisition Offer From QXO and Robot Revolution on the Roofs!

QXO will acquire Beacon Roofing Supply for $124.35 per share. If a deal with QXO comes to fruition,...

Huntington Ingalls Industries in the Pivotal Point Check: Cheap Defense Stock - Donald Trump Gives the Shipbuilding Giant a Boost!

Donald Trump has presented plans to revive the American shipbuilding industry. A new shipbuilding...

LendingTree in the Pivotal Point Check: Online Financial Services Company Impresses With 95% Revenue Growth and Optimistic Outlook for 2025!

After the release of Q4 earnings, LendingTree's stock rose by over 22% on high volume. The online...

Brown-Forman in Pivotal Point Check: Jack Daniel's Manufacturer Exceeds Expectations in Q3 - Strong Position in Home Market as Tariff Buffer!

Results exceeding expectations caused the shares of the US spirits manufacturer to rise by 10%. ...

MP Materials in the Pivotal Point Check: "Historic Measures" Announced - Trump Causes 14% Increase in Rare Earth Producer's Stock!

The Trump administration aims to take "historic measures" to dramatically expand the production of...

Okta in Pivotal Point Check: the Stock Rises by 24% - the Identity Management Specialist Increases Order Volume by 18% to $3.56 Billion!

Okta's stock rose by 24% thanks to strong Q4 figures. The remaining performance obligations (RPO),...

Nexstar Media Group in the Pivotal Point Check: Media Giant With Record Year - $5.4 Billion Revenues Bring joy!

Nexstar Media owns America's largest local television station group, reaching an audience of approximately...

Rocket Companies in the Pivotal Point Check: AI Platform Catapults 2024 Revenues by 30% to $4.9 Billion - Mortgage Giant With Strong Forecast for 2025!

Rocket Companies is one of the largest mortgage lenders in the United States and is known for its...

Heico in the Pivotal Point Check: Record Quarter Driven by Strong Demand for Aerospace and Defense Products – net Earnings Rise by 46%!

Heico impresses with its cost-effective products for the aerospace and defense sectors. In Q1...

EverQuote in Pivotal Point Check: Online Insurance Marketplace Surpasses $500 Million Mark with 74% Revenue Increase – Needham Raises Price Target to $38!

EverQuote connects consumers with insurance providers through its data and technology platform. In...

Five9 in Pivotal Point Check: Cloud Software Specialist Revolutionizes Customer Communication - Enterprise AI Growth Catapults Revenue Over 1 Billion USD!

Five9 accelerates the transition from legacy systems to modern, cloud-based solutions. Enterprise...

MercadoLibre at the Pivotal Point Check: 67 Million Users Drive Growth - Latin America's E-Commerce King Expands Market Leadership!

The e-commerce platform recorded a 24% increase in the 4th quarter of 2024 with 67 million active buyers....