Recent Articles from StockStory

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 2.9% in the afternoon session after analyst firm Barclays upgraded its rating on the stock to Overweight from Equal Weight, pointing to strong orders for the company's Artificial Intelligence (AI) servers. 

Shares of work management platform monday.com (NASDAQ:MNDY) jumped 4.3% in the afternoon session after positive analyst ratings affirmed confidence in the company's outlook. 

Shares of solar tracking systems manufacturer Array (NASDAQ:ARRY) jumped 5.6% in the afternoon session after Barclays raised its price target on the stock from $8.00 to $9.00. 

Shares of electronic component provider Littelfuse (NASDAQ:LFUS) jumped 5.2% in the afternoon session after the stock rallied amid broad strength in the semiconductor sector, driven by a positive industry growth forecast. 

Shares of electricity storage and software provider Fluence (NASDAQ:FLNC) jumped 11.3% in the afternoon session after the company announced it would supply its advanced energy storage solution for the 1,200 MWh Pioneer Clean Energy Center project in Arizona. 

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 3.8% in the afternoon session after BofA raised its price target on the company's shares to $110 from $95 while keeping a Buy rating. 

Shares of medical device company Penumbra (NYSE:PEN) jumped 12.1% in the afternoon session after the company agreed to be acquired by Boston Scientific in a deal valued at approximately $14.5 billion. 

Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 6.5% in the afternoon session after it hit a record all-time high, driven by intense investor interest in its newly unveiled FTAI Power initiative. 

Shares of online home goods retailer Wayfair (NYSE:W) jumped 2.9% in the afternoon session after the company announced its role as a foundational partner in the development of Google's Universal Commerce Protocol, a new standard for AI-driven shopping. 

Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) fell 4.5% in the afternoon session after the U.S. Food and Drug Administration (FDA) delayed its decision on the company's new oral weight-loss pill, Orforglipron. The regulator pushed its decision date to April 10 from a prior expectation of late-March. Markets often react negatively to such postponements as they delay a product's market launch and extend uncertainty over its potential sales, which can limit revenue growth. The drug was part of the administration's fast-track review program, which promised quicker decisions for medicines considered critical to public health.

Shares of medical device company Boston Scientific (NYSE:BSX) fell 4.6% in the afternoon session after the company agreed to acquire Penumbra in a transaction valued at approximately $14.5 billion, marking its largest deal in two decades. 

Shares of data center products and services company Vertiv (NYSE:VRT) jumped 3.5% in the afternoon session after the company introduced new configurations of its modular power and liquid cooling system to support the growing demands of artificial intelligence (AI) and high-performance computing. 

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 8.2% in the afternoon session after Taiwan Semiconductor Manufacturing Co. (TSMC), a major customer, announced a significant increase in capital spending plans and a robust revenue growth forecast for 2026, lifting the entire chip equipment sector. 

Shares of fresh produce company Calavo Growers (NASDAQ:CVGW) jumped 12.2% in the afternoon session after the company agreed to be acquired by avocado producer Mission Produce (AVO) in a cash-and-stock deal. 

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 5.3% in the afternoon session after a broad rally swept through the semiconductor sector, driven by strong results from an industry leader and growing analyst optimism about AI-related demand. 

Shares of global airline American Airlines (NASDAQ:AAL) jumped 3.7% in the afternoon session after a sharp drop in oil prices and a broader market rally boosted sentiment for airline stocks. 

Shares of electronic brokerage firm Interactive Brokers (NASDAQ:IBKR) jumped 5.7% in the afternoon session after the stock reached an all-time high, reflecting strong business performance and investor confidence in its growth prospects. 

Shares of steel wire manufacturer Insteel (NYSE:IIIN) fell 7.2% in the afternoon session after the company reported fourth-quarter 2025 results that showed a miss on revenue expectations, even though its earnings per share were slightly better than anticipated. 

Shares of global financial services firm Morgan Stanley (NYSE:MS) jumped 5.7% in the afternoon session after the company reported fourth-quarter 2025 earnings that surpassed analyst expectations. 

Shares of avocado company Mission Produce (NASDAQ:AVO) fell 5.4% in the afternoon session after the company agreed to acquire Calavo Growers (CVGW) in a cash-and-stock transaction valued at approximately $430 million. 

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.7% in the afternoon session after the company announced groundbreaking Ryzen AI test results, fueling optimism about its position in the artificial intelligence market. 

Shares of plant-based protein company Beyond Meat (NASDAQ:BYND) jumped 8.8% in the afternoon session after the company launched a new plant-based protein beverage line, Beyond Immerse, marking its first entry into the beverage market. This move represented the first time the company introduced a non-meat product in its history. The new drink line combined pea protein with fiber, antioxidants, and electrolytes. It was released in three flavors and offered two different formulations with either 10 or 20 grams of protein. The expansion into functional beverages was viewed as an effort to capitalize on strong consumer demand for protein. The products were made available for a limited time on the company's direct-to-consumer platform, Beyond Test Kitchen.

Shares of materials and photonics company Coherent (NYSE:COHR) jumped 10.8% in the afternoon session after the company announced the launch of its Sapphire XT, a new compact and powerful visible laser platform. Based on its proven Optically Pumped Semiconductor (OPS) technology, the new product doubled the performance of prior models while cutting its size by more than 50%. The Sapphire XT was released as a one-box system with an integrated controller and a footprint comparable to a smartphone. The product launch occurred against a backdrop of solid business performance for the company, as its Data Center sales had also grown 23% year-over-year.

Shares of memory chips maker Micron (NYSE:MU) jumped 3.1% in the afternoon session after several analysts issued positive ratings and price target increases, citing surging demand for the company's memory chips used in artificial intelligence. The optimism was fueled by reports that Micron's High-Bandwidth Memory (HBM), a key component for powering AI processors, was sold out through 2026. This intense demand prompted specific actions from analysts. For instance, RBC Capital initiated coverage on the stock with an 'Outperform' rating and set a price target of $425. Other analysts also grew more bullish, with KeyBanc and Bank of America raising their price targets. The consensus was that the current memory chip cycle would be “stronger for longer” than previous ones, largely due to the sustained growth in AI.

Shares of power management chips maker Monolithic Power Systems (NASDAQ:MPWR) jumped 5% in the afternoon session after Wells Fargo upgraded the stock's rating from "Equal-Weight" to "Overweight" and raised its price target. The bank's analyst, Joe Quatrochi, increased the target price on the shares from $1100 to $1125. The upgrade was based on improving sentiment in the chip sector, which was driven by the potential for inventory replenishment by customers. Wells Fargo also noted that the company faced easier year-over-year comparisons. This means its upcoming results would be measured against a relatively weaker period from the year before, which could make its growth look more impressive.

Shares of fantasy sports and betting company DraftKings (NASDAQ:DKNG) jumped 4.2% in the afternoon session after Wells Fargo upgraded the stock's rating to "Overweight" from "Equal-Weight" and substantially increased its price target. 

Shares of semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) jumped 7.1% in the afternoon session after the broader semiconductor sector rallied as chipmaking giant Taiwan Semiconductor Manufacturing Co. (TSMC) reported strong earnings. 

Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 3.3% in the afternoon session after investor concerns grew over increased competition as grocery giant Kroger launched its delivery service on the Uber Eats and Postmates apps. The partnership expanded Kroger's delivery options across nearly 2,700 of its stores nationwide, including banners like Ralphs and Fred Meyer. This development placed Kroger's full range of products in direct competition with Instacart on major on-demand delivery platforms. The stock's decline to a near two-month low reflected worries that this new, convenient option for shoppers could chip away at Instacart's market share.

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 6.6% in the afternoon session after positive analyst actions, including an upgrade to "Overweight" and a significant price target increase from Barclays. Barclays raised its price target on the company to $240 from $200, while keeping an "Overweight" rating. Separately, other analysts upgraded the stock to "Overweight," citing optimism about its future performance. This wave of positive sentiment from analysts was expected to boost investor confidence and attract more attention to the stock. The market reacted strongly to the news, pushing shares to an all-time high of $221.50 during the session.

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 5.9% in the afternoon session after several financial firms showed strong confidence in the company, with one upgrading its stock rating and another starting coverage with a positive outlook. 

Global financial services firm Morgan Stanley (NYSE:MS) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 10.3% year on year to $17.89 billion. Its GAAP profit of $2.68 per share was 9.4% above analysts’ consensus estimates.

Check out the companies making headlines yesterday:

Global investment bank Goldman Sachs (NYSE:GS) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 3% year on year to $13.45 billion. Its GAAP profit of $14.01 per share was 20.2% above analysts’ consensus estimates.

Regional banking company First Horizon (NYSE:FHN) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.8% year on year to $888 million. Its non-GAAP profit of $0.52 per share was 12.1% above analysts’ consensus estimates.

Steel wire manufacturer Insteel (NYSE:IIIN) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 23.3% year on year to $159.9 million. Its GAAP profit of $0.39 per share was 4% above analysts’ consensus estimates.

Acuity Brands’ fourth quarter saw revenue and adjusted profit that matched or slightly exceeded Wall Street expectations, but the market responded negatively due to underlying challenges. Management pointed to strong contributions from both lighting and intelligent spaces segments, with CEO Neil Ashe highlighting, “ABL is winning in new markets through the combination of our luminaires and electronics.” However, the quarter was aided by an elevated backlog resulting from orders accelerated ahead of price increases, alongside lingering margin pressures from tariffs and a sluggish lighting market. Executives also acknowledged that these backlog effects are likely to normalize in coming quarters, tempering the perceived strength of this period.

TD SYNNEX's fourth quarter saw revenue growth outpace Wall Street expectations, but the market responded negatively, reflecting caution around the sustainability of recent gains. Management attributed the performance to strong demand for cloud and data center infrastructure, especially in Asia Pacific and Europe, driven by hyperscaler clients and ongoing PC refresh cycles. CEO Patrick Zammit emphasized the company's ability to gain market share across multiple regions, noting, “We gained significant share in Asia Pacific, especially in India, and Europe outperformed macro trends due to targeted technology and customer segment focus.”

Greenbrier’s Q4 results outpaced Wall Street expectations for both revenue and earnings, even as sales declined nearly 20% year over year. Management credited the company’s integrated manufacturing and leasing model, along with disciplined cost controls and operational efficiency measures, for supporting earnings. CEO Lorie Tekorius described the quarter as demonstrating the company’s “resilience,” highlighting strong liquidity and continued progress on streamlining production and overhead expenses. The team noted that while customer demand for new railcars remained cautious, order activity improved late in the quarter, particularly for higher-value specialty cars.

Lindsay’s fourth quarter results drew a positive market response despite lower year-over-year sales, as the company maintained profitability through disciplined pricing and cost management. CEO Randy Wood highlighted that ongoing trade uncertainty, lower commodity prices, and elevated input costs put pressure on customer sentiment, particularly in North American irrigation markets, leading to delayed capital purchases. However, growth in the infrastructure segment and strong execution on operational initiatives helped support margins. Wood stated, “Operational efficiencies gained through our diversified global footprint helped us deliver solid profitability and maintain earnings quality in the quarter.”

Simply Good Foods delivered a Q4 marked by steady sales and a notable beat on profitability, as reflected by the positive market reaction following earnings. Management attributed the quarter’s performance to robust consumption growth in the Quest and OWYN brands, which together accounted for the majority of net sales. CEO Geoff Tanner pointed to “double-digit growth from Quest and OWYN” and highlighted the company’s ongoing execution of productivity initiatives to offset rising input costs and tariffs. Although declines in the Atkins brand tempered overall results, strong innovation and distribution gains supported the company’s showing.

Neogen’s Q4 results were met with a strong positive market reaction, reflecting the company’s return to positive core growth and substantial margin improvement. Management attributed the quarter’s performance to operational changes, including a sharper focus on cost structure and commercial execution. CEO Mike Nassif emphasized the shift to a process-oriented approach in the commercial organization, stating, “We are implementing a rigorous process-oriented approach to commercial excellence.” The addition of new leadership and targeted product focus, especially in food safety and sample collection, also contributed to the sequential margin expansion.

WD-40’s fourth quarter results were met with a negative market reaction following flat sales growth and a decline in GAAP profit. Management attributed the softness primarily to timing-related factors within its marketing distributor network, especially in Asia-Pacific, rather than a drop in end-user demand. CEO Steven Brass emphasized that maintenance products, which now account for 96% of sales, showed resilience in direct markets, but distributor volatility weighed on overall results. Brass explained, “The softness we saw...was primarily due to timing-related factors within our marketing distributor network, not a decline in end-user demand.”

Financial services giant Bank of America (NYSE:BAC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.1% year on year to $28.53 billion. Its non-GAAP profit of $0.98 per share was 2.7% above analysts’ consensus estimates.

Financial services giant Wells Fargo (NYSE:WFC) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $20.25 billion. Its non-GAAP profit of $1.76 per share was 4.4% above analysts’ consensus estimates.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 19.9% gain over the past six months, beating the S&P 500 by 8.3 percentage points.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 19.9% for the sector - higher than the S&P 500’s 11.5% return.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But worries about economic uncertainty and potential market volatility have kept sentiment in check, and over the past six months, the industry's 7.1% return has trailed the S&P 500 by 4.4 percentage points.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Hitting a new 52-week low can be a pivotal moment for any stock. These floors often mark either the beginning of a turnaround story or confirmation that a company faces serious headwinds.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. Still, investors are uneasy as banks face challenges from credit quality concerns and potential regulatory changes. These doubts have certainly contributed to banking stocks’ recent underperformance - over the past six months, the industry’s 8.4% gain has fallen behind the S&P 500’s 11.5% rise.

Profitable companies tend to be more resilient, giving them the flexibility to invest and return capital to shareholders. Businesses that consistently generate earnings can better navigate downturns and capitalize on new opportunities.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.