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AES Corporation is no ordinary turnaround story. They have a plan to be sold to Horizon Parent, with the backing of Global Infrastructure Management and EQT. The terms of the offer are $15.00 per share in cash. As far as I can tell from the shareholder approvals they’ve provided in their filing, the shareholders are … Read more
I recommend CDW Corporation (NASDAQ: CDW) as Hold, against the August 6, 2026 close of $141.97. I think, the market has given generous reward for cyclical broadline distributors’ plays on memory and component upcycles for the past year, leaving CDW as the ex-growth name which nonetheless quietly beats its peers on metrics that matter in … Read more
I recommend a bearish rating on GSI Technology, Inc. (GSIT) with a fair value estimate of $3.25 to $3.80 per share versus the stock’s close of $5.63 per share on July 24, 2026. The company’s core SRAM business is undeniably improving, and the balance sheet is the strongest in its peer group, but the stock … Read more
According to the SEC filing Ermenegildo Zegna N.V. (NYSE: ZGN) reported 1Q 26 revenue of €470.2 million, representing a 2.5% decline compared to 1Q 25 (up 7.4% organic). One thing, right in the Zegna stock story this quarter, is the increasing disparity between direct-to-consumer and wholesale sales, with the former category growing fast and the … Read more
Jabil Inc (NYSE: JBL) reported fiscal third quarter 2026 results on June 17, 2026, and the numbers came in well above what Wall Street had modeled. Revenue beat, EPS beat, and the company raised guidance for the rest of the fiscal year on top of it. That’s not a small beat and raise quarter, it’s … Read more
Oracle reported Q4 fiscal 2026 results on June 10, and by most measures the numbers were genuinely strong. Total revenue came in at $19.2 billion, up 21% year over year. Cloud revenue hit $9.9 billion, up 47%. Non-GAAP EPS landed at $2.11 against a Wall Street estimate of $1.96, a 7.5% beat. The company called … Read more
The Timken Company (NYSE: TKR) has spent the better part of 2026 rewriting its own story. The stock is up roughly 87% over the past year, and for the first time in a while, the fundamentals are actually keeping pace with the price. This TKR stock analysis breaks down what is driving the move, where … Read more
The company trades at a $2.1 trillion market cap heading into its June 3 earnings report. Here is what the numbers actually say. Broadcom (AVGO) is one of those stocks that gets harder to analyze the more you look at it. The headline numbers are genuinely impressive. Revenue grew 29.5% year over year. Net income … Read more
The stock hit $448.90 on May 29. Here is what the charts are telling long-term investors and short-term traders right now. Broadcom stock has had a remarkable run. Over the past year, AVGO gained 86.1%, beating the S&P 500 by 57.8 percentage points and outpacing even the Nasdaq 100 by nearly 44 percentage points. As … Read more
Atlassian jumped 15% in a single trading session on May 29, 2026, closing at $107.61. The software sector was catching a bid, AI optimism was spreading from Snowflake’s blowout quarter, and money rotated back into enterprise software names. TEAM rode that wave hard. But momentum is not thesis. Before buying into a 15% gap-up, investors … Read more