Browsing Tag
Barclays
45 posts
ABB agrees £4.1bn Rotork takeover as automation strategy moves closer to the industrial field layer
ABB Ltd has agreed a recommended cash acquisition of Rotork plc that values the British flow-control specialist at approximately £4.14 billion, giving Rotork shareholders a substantial premium while creating a strategically important but financially demanding test for ABB’s industrial automation ambitions.
Qorvo (NASDAQ: QRVO) signs worldwide distribution pact with Rochester Electronics on defense RF
Qorvo (NASDAQ: QRVO) signs Rochester Electronics deal for long-term RF supply, deepening its defense positioning before the Skyworks merger closes in 2027.
PepsiCo (PEP) Q2 revenue beats, EPS misses by penny, shares fall 3.2%
PepsiCo (PEP) beats Q2 revenue, misses EPS by penny, shares fall 3.2% as North America stalls even as international logs 21st straight MSD growth quarter.
Penguin Solutions (PENG) delivers Q3 fiscal 2026 double beat, raises FY26 revenue growth to 22% on agentic AI demand as Integrated Memory jumps 111%
Penguin Solutions (PENG) posts Q3 double beat, raises FY26 revenue growth to 22% on agentic AI demand. Shares up 8.5% AH, Integrated Memory jumps 111%.
Persistent Systems stock crashes 11% on €1.3bn Nagarro bet as investors question the premium
Persistent Systems’ Nagarro bid could reshape AI engineering while raising debt and integration risks. Read why investors erased ₹8,350 crore sharply today.
National Energy Services Reunited (NASDAQ: NESR) Saudi Jafurah deal anchors path to $2bn revenue run rate
NESR (NASDAQ: NESR) just printed record Q1 with 33 percent growth and a USD 2B run rate target. The Strait of Hormuz risk is the part the bulls discount.
Intertek agrees £10.9bn EQT takeover as board recommends final £60 cash offer
Intertek agrees EQT’s £10.9bn takeover. See what the £60 cash offer, dividend, shareholder vote and London delisting mean for ITRK investors and employees.
Oscar Health (OSCR) climbs on a Barclays upgrade as the ACA insurer’s margin-recovery thesis meets a stretched valuation
Oscar Health (OSCR) climbs as Barclays upgrades to overweight with a $35 target on a margin-recovery thesis, though the valuation is stretched. Full analysis.
Quantinuum IPO oversubscribed as Honeywell-backed quantum firm targets a $12.7bn valuation
Quantinuum's IPO is oversubscribed many times over at a $12.7B target valuation on just $31M of revenue, as Honeywell unlocks value and the quantum trade heats up.
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.