Pivotal Points
PriceSmart in our Pivotal Point Check: Warehouse Club Operator Impresses With Strong Q3 Figures – Expansion Plans, Platinum Memberships, and Omnichannel as Growth Drivers!
PriceSmart achieved a revenue of $1.32 billion in Q3, an increase of 7.1% year-over-year. Strong...
Performance Food Group in our Pivotal Point Check: Foodservice Giant on the Verge of Acquisition - Mega Merger Would Create an Industry Giant With Annual Revenue of Nearly $100 Billion!
Bloomberg reports that US Foods is considering the acquisition of Performance Food Group. The merger...
Delta Air Lines: Strong Comeback - After Reinstating the Earnings Forecast, Morgan Stanley Sees an Enormous 60% Upside Potential!
Delta exceeded profit and revenue expectations for the second quarter. The airline has reinstated...
Bloom Energy: The Manufacturer of Fuel Cell Systems is Kicking it Into High Gear - J.P. Morgan Sees Potential up to $33 Thanks to tax Credits!
Manufacturers of fuel cell systems benefit from 48E tax credits. AI data centers promise great...
Datadog Entry Into the S&P 500 Boosts the Stock - High Valuation and Analyst Skepticism Cloud the Picture!
Announcement of S&P 500 inclusion causes a 15% share price jump. Growth of the AI market opens...
Enovix in our Pivotal Point Check: Battery Manufacturer Impresses With Strong Q2 Figures and a Revolutionary AI Battery for Smartphones!
Q2 revenue increases by 98% compared to the previous year. Boosted by the launch of the AI-1 battery...
The Greenbrier Companies in our Pivotal Point Check: 21% Stock Surge After an Excellent Quarter - $2.5 Billion Order Backlog and 98.2% Leasing Fleet Utilization!
Q3 revenue rose 11% compared to the previous quarter to $842.7 million. Solid order backlog of...
Casey`s General Stores in our Pivotal Point Check: Record Expansion and 9 Million Loyalty Program Members Lead to an all-Time High!
Record expansion with 270 new locations. Loyalty program grew to over 9 million members....
Red Cat Holdings in our Pivotal Point Check: White House Initiatives Boost the US Drone Manufacturer – AI and Unmanned Surface Vessels Open Growth Opportunities!
Implementation regulations accelerate US-made drones. The "Black Widow" impresses the US Army...
Five Below in our Pivotal Point Check: 19.5% Revenue Increase Boosts the Stock - Uber Brings the Discount Retailer Directly to the Doorstep!
Sales increase by 19.5% to $970.5 million in Q1. Partnership with Uber brings thousands of items...
REV Group in our Pivotal Point Check: Specialty Vehicles Fuel Growth - $4.3 Billion Order Backlog and Raised Outlook!
15% share price jump to record high following Q2 results exceeding expectations. $4.3 billion...
Dollar General in our Pivotal Point Check: Discounter Attracts Higher-Income Customers - Revenue Up 5.3% in Q1 to $10.44 Billion!
The discounter appealed to more higher-income households. Earnings per share increased by...
Applied Digital in our Pivotal Point Check: AI Infrastructure Provider Secures Leasing Contracts With Cloud Service Provider CoreWeave Worth $7 Billion!
250 MW IT capacity planned for data centers by CoreWeave. Over 15 years, total revenue of...
Ulta Beauty in our Pivotal Point Check: 12% Stock Surge After Convincing Q1 Results and Raised Annual Forecast!
Net revenue increased by 4.5% in Q1 to $2.85 billion. Revenue and profit forecast for...
Veeva System in the Pivotal Point Check: Margin Explosion and Optimized Outlook – AI and Crossix Drive the Healthcare Industry into the Future!
Operating margin reaches 46% in Q1, surpassing the long-term plan of 35%. Forecast for the fiscal...
Intuit in our Pivotal Point Check: at an all-Time High After Impressive Q3 Figures - Mizuho Securities Sees Further Potential up to $825!
Revenue increases by 15% in Q3, earnings rise by 18%. Integration of "Intuit Assist"...
Advance Auto Parts in our Pivotal Point Check: 57% Price Explosion after Strong Q1 Figures - Restructuring is Taking Effect!
The net sales of $2.58 billion exceeded Wall Street's estimates of $2.51 billion. The...
Centrus Energy in our Pivotal Point Check: US Nuclear Energy Comeback and Billion-Dollar Contracts Fuel Stock Surge After Strong Q1 Figures!
The USA invests $3.4 billion in domestic core fuel production. Centrus Energy, as the only US...
Urban Outfitters in our Pivotal Point Check: Lifestyle Retailer Increases net Profit by 75% - 64 new Stores Expected to Further Fuel Brand Growth!
Revenue rises to a record of $1.33 billion in Q1. Net profit skyrockets by 75.3% to $108.3 million....
Dycom Industries in our Pivotal Point Check: Key Player in Digital Infrastructure Expansion Raises Revenue Forecast for 2026 to $5.43 Billion!
Revenue increases by 10.2% in Q1 to $1.26 billion. Expansion of fiber optic networks and hyperscaler...
Pegasystems in the Pivotal Point Check: After Strong Q1 Figures, S&P MidCap 400 Inclusion Sparks Further Price Surge!
Pegasystems replaces Nordstrom in the S&P MidCap 400 index. Pega Cloud grows by 23% to $701...
Quantum Computing in our Pivotal Point Check: Important Milestone on the Path to Quantum Revolution has Been Achieved With its own Chip Factory - Stock Rises by Nearly 40%!
Q1 results and positive news lead to nearly 40% stock surge. Milestone achieved with the completion...
Archer Aviation in our Pivotal Point Check: Revolutionizing Urban Mobility - air Taxi Provider Takes off at the 2028 Olympic Games in Los Angeles!
Air taxi provider awarded contract for the LA28 Olympic Games. Delivery of the first Midnight...