Pivotal Points
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) in Pivotal Point Check: Hansgrohe Parent Exceeds Estimates and Ignites the Stock Turbo with 2 Billion USD Buyback Program!
Earnings forecast for 2026 is above market expectations at up to 4.30 USD 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...
TeraWulf (WULF) in our Pivotal Point Check: the 2.8 Gigawatt Offensive Underscores the Transformation Into a Giant in Digital Infrastructure - Morgan Stanley Sees 120% Price Potential!
Morgan Stanley emphasizes its leading role in AI infrastructures. Strategic acquisitions in...
Pivotal Point Tracking NAPCO Security Technologies (NSSC): Specialist in Security Technology Benefits from 90% Record Margin on Recurring Cloud Services!
NAPCO Security Technologies impressed on February 2nd with a remarkable fiscal quarter. Earnings per...
Pivotal Point Tracking Southwest Airlines (LUV): End of Open Seating Triggers 18% Stock Jump – Strategic Shift Expected to Lead to 300% Profit Increase!
Southwest Airlines is currently undergoing the biggest strategic shift in its history. On January 29,...
The Hershey Company (HSY) in our Pivotal Point Check: From Chocolate bar to Snacking Powerhouse - end of Cocoa Crisis and 28% Growth in Salty Snacks!
Hershey significantly surpassed analyst estimates with earnings per share of $6.21. The salty...
Pivotal-Point Tracking Modine Manufacturing (MOD): 78% Growth in the Data Center Segment Drives Specialist's EPS for Cooling to $1.19!
The pure-play provider of cooling solutions is advancing its AI infrastructure and triggered a massive...
Pivotal Point Tracking DELUXE Corp. (DLX): From Check Printer to Fintech Star – 4 Million Customers Drive Transformation to Payment Giant!
The traditional check printing company is transforming into a digital financial technology service provider...
Tapestry (TPR) in the Pivotal Point Check: $1.5 Billion Cash Return for Shareholders - Coach Renaissance and Gen Z Fuel the Luxury Group!
Sales jump of 14% due to massive growth of the Coach brand. Earnings target for 2026 significantly...
Pivotal Point Tracking Sally Beauty Holdings (SBH): 50% Gross Margin and Digital Transformation Unleash New Price Potential - Raymond James Raises Price Target to $19!
Sally Beauty is a U.S. retailer for professional hair supplies. On January 21, the stock marked a pivotal...
Pivotal-Point Tracking Neogen (NEOG): Margin Expansion to 47.5% and Forecast Upgrade - Automation in Food Inspection Shortens Testing Cycles and Reduces Costs!
Neogen is a specialist in food and animal health that benefits from the increasing global demand for...
Eli Lilly (LLY) in Pivotal Point Check: Pharmaceutical Giant Breaks Trillion-Dollar Mark - 43% Revenue Increase and Mega Outlook for 2026 Makes Rival Novo Nordisk Look Old!
For the 4th quarter of 2025, a revenue jump of 43% to $19.3 billion was reported. Sales of...
Pivotal-Point Tracking Allegro MicroSystems (ALGM): Sensor Specialist Cashes In on E-Cars and AI Servers!
Allegro MicroSystems offers sensor and power semiconductors that are essential for the precise control...
Pivotal Point Tracking Viavi Solutions (VIAV): Specialist in Network Testing {[benefiting from AI Infrastructure]} and 800G Expansion!
Viavi Solutions provides testing, measurement, and monitoring solutions for communications networks....
The AES Corporation (AES) in Pivotal Point Check: High-Growth Infrastructure Value in Focus for BlackRock and EQT – Why the Green Energy Pioneer Will Become the Backbone of the Next Industrial Revolution!
BlackRock and EQT are reportedly planning a joint takeover bid. As partners of Microsoft and...
Pivotal Point Follow-up Corning (GLW): $6 Billion Pact with Meta for AI Infrastructure – Exploding Demand Leads to Record Margins and Accelerated Growth!
The Corning stock jumped over 15% on January 27 after a groundbreaking billion-dollar deal with Meta...
Pivotal-Point Tracking Sun Country Airlines (SNCY): Efficient Hybrid Model {[impresses]} – Allegiant Merger and Long-Term Logistics Contracts with Amazon!
Sun Country Airlines combines scheduled flights, charter services, and freight transport for Amazon....
Robert Half International (RHI) in our Pivotal Point Check: The Bottom in the Staffing Market has Been Crossed – First Growth in 3 Years Becomes a Gamechanger!
With an earnings per share of $0.32, the analysts' forecasts were exceeded. First quarterly...
Pivotal Point Follow-Up Teledyne Technologies (TDY): All-Time High After Record Numbers and Arms Boom – Sensor Expert Raises EPS Forecast for 2026 to as High as $23.85!
Teledyne Technologies is a provider of digital imaging, precision instruments, and defense electronics....
Pivotal Point Tracking MKS Instruments (MKSI): Technology Supplier for Chip Manufacturing {[ignites price rocket]} after Debt Reduction – Operating Margin Targets 47% Mark!
MKS Instruments, a provider of system components for the semiconductor industry, specializes in vacuum...
Lumentum Holdings (LITE) in Pivotal Point Check: 17% Price Rally Ahead of Quarterly Results – AI Infrastructure Boom and New Laser Platforms Propel Stock to Record High!
Morgan Stanley raises the price target to $350. Over 60% of revenues already come from the cloud...