Browsing Tag
UBS
52 posts
Prologis agrees £14.3bn SEGRO takeover in largest 2026 UK REIT deal
Prologis will pay up to £14.3 billion for SEGRO, but H1 2027 closing hinges on shareholder votes, regulatory clearances and a fresh $2.1bn equity raise.
KKR takes Integer private for $5.7bn as device manufacturing growth slows
KKR’s $5.7 billion Integer deal offers a 52% premium as weaker near-term device sales contrast with durable manufacturing demand.
Cavco Industries (CVCO) Q1 FY27: Backlog jumps 53% to $298m as factory-built margin slips and EPS misses
Cavco Q1 FY27 backlog jumped 53% to $298M ahead of the ROAD to Housing Act rollout, but factory margin fell to 20.8% and EPS dropped to $5.43.
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.
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
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.
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.
Can Lynne Fitzpatrick protect CME Group’s dominance as trading moves around the clock?
Lynne Fitzpatrick will become CME Group’s first female chief executive officer as the derivatives exchange confronts competition from cryptocurrency platforms, prediction markets and round-the-clock trading.
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.
DraftKings (NASDAQ: DKNG) eyes a World Cup boost as prediction markets close in
DraftKings (NASDAQ: DKNG) finally turned a profit, then fell 30% as Kalshi and Polymarket attack its core. A World Cup summer is now the real test.