Pivotal Points
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...
Advanced Micro Devices in our Pivotal Point Check: $10 Billion AI Initiative With HUMAIN and $6 Billion Share Buyback Program Boost the Stock!
$10 billion milestone in the advancement of global AI infrastructure with Saudi Arabia. New share...
Boot Barn Holdings in our Pivotal Point Check: 65-70 new Western Lifestyle Stores Planned – Targeting 13% Revenue Growth for 2026!
After a strong fiscal year 2025, there should be further growth with 65-70 new stores. Share buyback...
First Solar in our Pivotal Point Check: US Bill Provides Tailwind - Solar Stock Explodes by 22%!
US bill brings clarity - tax benefits for solar and wind resources are not being eliminated but are...
AppLovin in the Pivotal Point Check: Advertising Revenue Rises 71% in Q1 - Self-Service Dashboard Accelerates Onboarding of new Advertisers!
Advertising revenue increases by 71% in Q1 to $1.16 billion. Focus on the advertising business...
Lyft in Pivotal-Point Check: Record Quarter with 218.4 million Rides – Autonomous Driving, European Expansion, and 65+ as Growth Drivers!
With 218.4 million rides in Q1, the mobility platform reaches a new record. European expansion,...
Tesla in our Pivotal Point Check: Elon Musk Focuses on Tesla Business Again - 1,000 new Employees for Semi Production Ramp-up!
Elon Musk refocuses on Tesla's business starting May. Semi-truck is set to launch in 2026 - 1,000...
Encompass Health in our Pivotal Point Check: Largest U.S. Rehab Facility Operator Increases Q1 Revenues by 10.6% to $1.46 Billion - new Hospitals and bed Expansions Support Double-Digit Growth Target for 2025!
Revenues increased by 10.6% in Q1 to $1.46 billion. Revenues per discharge improved by 3.9% to...
ServiceNow in our Pivotal Point Check: Pro-Plus Deals and new Business set Records - 18.6% Revenue Growth in Q1!
18.6% revenue growth to $3.09 billion in Q1. 72 new major contracts lead to record new business....
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...