Browsing Tag
Truist
11 posts
Boston Scientific (BSX) Q2 2026 beats estimates as MiRus TAVR investment reshapes strategy
Boston Scientific lifted FY 2026 guidance and disclosed a $1.5B MiRus TAVR bet, but BSX trades near 52-week lows as softer Q3 growth guidance stings.
International Paper (NYSE: IP) jumped 11%, but will the packaging price increase actually stick?
International Paper stock jumped 11% on containerboard pricing hopes. Can IP confirm stronger demand and maintain its 2026 outlook?
Eos Energy (NASDAQ: EOSE) surges 21% after Golden Dome Z3 prototype award from Pentagon
Eos Energy (NASDAQ: EOSE) surges 21% after winning a multi-million-dollar Golden Dome prototype contract from the Department of War, referenced by Trump.
Abivax (NASDAQ: ABVX) obefazimod NDA path meets a safety debate the market is still pricing
Abivax (NASDAQ: ABVX) put up Rinvoq-like ulcerative colitis remission data and dropped 40 percent. The question is whether the malignancy debate sticks.
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.
Amcor (ASX: AMC) climbs as Berry Global synergies exceed targets and Q3 revenue beats consensus
Amcor's Berry Global merger is one year old. Synergies just exceeded targets. The Iran war is forcing higher inventory. The integration thesis is intact.
Light & Wonder (ASX: LNW) shares bounce 5% as Q1 sell-off looks overdone after content pipeline reset
Light & Wonder fell 7% on Q1 results. Today it bounced 5%. The legal reserve story may be reset, but Aristocrat audit risk is not.
Block (ASX: XYZ) Q1 beat reframes the AI restructuring as a margin story
Block cut 40% of staff. Bears called it desperation. Today's Q1 beat and guidance lift suggest Dorsey's AI bet is working.
AAR CORP (NYSE: AIR) locks in $450m in sole-source Air Force pallet contracts through 2032 on earnings day
AAR CORP (NYSE: AIR) wins $450M in sole-source U.S. Air Force pallet contracts to 2032. Analyst targets $119-135. Read the full strategic analysis.
Is National Health Investors’ $74.3m acquisition in Oklahoma and Oregon a bet on aging demographics or an operational gamble?
National Health Investors buys 344 senior housing units for $74.3M. Explore yields, financing, stock view, and what it means for its 2025 REIT strategy.