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
Ituran added 40,000 subscribers in the quarter and had a 19% increase in revenue, with the quarterly revenue reaching $100 million for the first time in the company’s history. The stock price fell nonetheless. It is now 24% off its 52-week high and there’s no reason for this in the quarter. I do not believe … 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
FedEx’s fiscal fourth quarter, announced June 23, 2026, was an adjusted earnings surprise, a double-digit revenue increase and the stock dropped severely even after the hours ended. The gap between reported and market reaction is something to take a closer look at; the numbers are more positive than the headlines make them seem. The main … 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
On June 18, 2026, Accenture (NYSE:ACN) reported fiscal 2026 Q3 earnings that fell short of analysts’ estimates and caused investors to jitter as they lowered their revenue forecast for the year. The Accenture stock was down and the IT services sector as a whole was hit by the reaction of the equity markets. Here’s what … 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
Core & Main reported fiscal Q1 2026 results on June 10, and the headline numbers were unremarkable by design. Net sales came in at $1.91 billion, essentially flat year over year. GAAP diluted EPS was $0.57, one penny below the $0.57 consensus estimate. The stock did not do much. There was no dramatic selloff, no … 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