Browsing Tag
NYSE
114 posts
Bed Bath & Beyond (BBBY) to acquire Fathom (FTHM) in all-stock Everything Home expansion
$BBBY to acquire Fathom Holdings for $53.38M in all-stock deal expanding Marcus Lemonis's Everything Home strategy. Read the full executive analysis here.
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
Julie Sweet maps the AI transformation reset at Accenture as $ACN drops 17% and dividend yield rises above 5%
Accenture ($ACN) Q3 FY26 beats on EPS but stock falls 17 per cent to 52-week low. Full executive analysis on guidance cut, $9B M&A push, and IT services impact.
Cava Group (NYSE: CAVA) climbs on a UBS upgrade as traffic-driven growth sets it apart in a cautious restaurant market
Cava Group (CAVA) climbs as UBS upgrades to buy with a $90 target, citing traffic-driven sales and rapid expansion, though the valuation is rich. Full analysis.
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.
Charles Schwab (SCHW) rises on record monthly asset gathering as its organic growth engine accelerates
Charles Schwab (SCHW) rises on record $49.9B in May core net new assets and record trading, though the stock is still down for the year. Full analysis here.
Oxford Industries (NYSE: OXM) drops more than 11% as an earnings beat is overwhelmed by soft guidance and decelerating sales
Oxford Industries (OXM) drops 11 percent as a weak Q2 revenue guide and tariff costs overshadow a Q1 earnings beat. Read the full executive analysis here.
Chewy (CHWY) posts record Q1 profitability and big earnings beat, but the stock falls on softer revenue guidance
Chewy (CHWY) posts record Q1 profitability and beats estimates by nearly 80 percent, but the stock falls on softer full-year guidance. Read the full analysis.
McGraw Hill (MH) stock falls despite big earnings beat as light guidance and shrinking K-12 cycle weigh on sentiment
McGraw Hill (MH) stock falls despite a big Q4 earnings beat as light fiscal 2027 guidance and a soft K-12 cycle weigh on sentiment. Read the full analysis here.
RH rebounds from a five-year low as a less-bad-than-feared quarter and raised outlook revive the turnaround story
RH (NYSE: RH) rebounds from a five-year low after Q1 beats estimates and the full-year revenue floor is raised, despite tariff delays. Read the full analysis here.