Browsing Tag
Truist
6 posts
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.
Novus Foods emerges as Lakeview Farms and Noosa Yoghurt finalize merger
The refrigerated grocery industry is witnessing a major transformation with the official merger of Lakeview Farms and Noosa…