Pivotal Points
Hasbro in our Pivotal Point Check: Revenue Increase of 46% in Digital Games in Q1 - Younger Target Audience and Expansion of Global Reach as Growth Drivers!
Revenues from digital games increased by 46% in Q1. The adjusted operating margin impresses at...
Equifax in our Pivotal Point Check: Rating Agency Exceeds Expectations in Q1 – 28% Dividend Increase and $3 Billion for Share Buybacks!
Q1 revenues rose by 4% to $1.44 billion, despite mortgage applications decreasing by 9%. Share...
Eli Lilly in our Pivotal Point Check: Weight Loss Pill Celebrates Study Success - Needle-Free Revolution for Weight Loss and Diabetes!
Eli Lilly is the top beneficiary of needle-free alternatives in the booming weight loss and diabetes...
Hertz Global Holdings in our Pivotal Point Check: Star Investor Bill Ackman Acquires 19.8% - Stock Soars Over 50%!
Bill Ackman's Pershing Square acquires a 19.8% stake in Hertz. Despite the positive stock reaction,...
Palantir Technologies in our Pivotal Point Check: The US Provider of Military AI Systems Secures Significant NATO Contract – Wedbush Confirms Almost 30% Price Potential for Up to $120!
NATO has acquired the Maven Smart System from the US provider of military AI systems. Palantir...
Certara in our Pivotal Point Check: FDA to Replace Animal Testing - AI as a Gamechanger in Drug Development!
The FDA aims to replace animal testing with "human-relevant methods," including AI-based models. ...
Simply Good Foods in the Pivotal Point Check: 15.2% Revenue Increase in Q2 - Positive Forecast and Higher Price Target Boost!
In Q2, revenue increased by 15.2% to $359.7 million. The acquisition of the OWYN brand contributed...
AngloGold Ashanti in our Pivotal Point Check: the Gold Mining Company Shines Thanks to Acquisitions and Record Gold Prices!
The concern over an all-out trade dispute between the USA and China remains high. Gold continues...
UnitedHealth Group in our Pivotal Point Check: Trump Boost for Health Insurers - Forecast Increase Awaits After Doubling Medicare Payments!
After an increase of 2.23%, the payment rates for Medicare insurers will be raised by 5.06% in 2026....
W.R. Berkley in our Pivotal Point Check: new Growth Opportunities - Japanese Insurance Giant Mitsui Sumitomo Enters!
Mitsui Sumitomo Insurance plans to acquire a 15% stake in W.R. Berkley. The collaboration with...
Ulta Beauty in the Pivotal Point Check: new Strategy and "Lipstick Effect" as Growth Drivers Despite Tariffs!
The cosmetics retailer Ulta Beauty has surprisingly strong quarterly results. The new strategy...
Lamb Weston in the Pivotal Point Check: Potato Giant Impresses with Strong Q3 Figures and a Dividend Yield of 2.45%!
The frozen potato products provider has reported quarterly results exceeding expectations. The...
AngioDynamics in Pivotal Point Check: 22% Revenue Growth in Q3 - NanoKnife and Thrombectomy Drive MedTech Segment!
Strategic focus on expanding the MedTech offering leads to an impressive revenue growth of 22.2% in...
Progress Software in Pivotal Point Check: AI Focus and ShareFile Integration Drive Growth - Analysts See 30% Price Potential After Strong Q1 and Raised Guidance!
Q1 revenue increases by 29% to $238 million, earnings per share at $1.31 significantly above the forecasted...
Corcept Therapeutics in our Pivotal Point Check: Breakthrough in Cancer Research - ROSELLA Study Success Catapults Stock up Over 100%!
Ovarian cancer is the fifth leading cause of cancer-related death among women. The ROSELLA study...
Soleno Therapeutics in our Pivotal Point Check: Stifel Sees "Blockbuster Opportunity" in the FDA Approval of Vykat XR for the Treatment of Prader-Willi Syndrome!
Soleno Therapeutics has achieved a milestone in the rare disease market. The treatment with Diazoxide-Choline...
Concentrix in the Pivotal Point Check: 40% Share Price Surge - Strong Q1 Figures, AI Strategy, and an Attractive Valuation Boost the Digital Transformation Specialist!
Concentrix is the transformation partner of the leading organizations in the world. In the...
GameStop in the Pivotal Point Check: Video Game Retailer Causes a Stir With Bitcoin Entry – Bond Issuance of $1.3 Billion Weighs on Stock.
The board of GameStop has given the green light for Bitcoin as a reserve asset, which is being celebrated...
Dutch Bros in the Pivotal Point Check: 5,000 Locations Possible - Morgan Stanley Advises to Overweight the Growth-Strong Drive-Thru Coffee Chain!
In February, the drive-thru coffee chain opened its 1000th location. Morgan Stanley...
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...
Science Applications International Corporation in our Pivotal Point Check: 80% Profit Increase Despite DOGE Uncertainty - IT Service Provider for the US Government Convincingly Presents Outlook!
SAIC plays an important role in supporting government agencies in modernizing their IT systems. ...