RTX has a record backlog, rising defense orders, and surging commercial aerospace demand. Lucid has a promising new vehicle and a long road to profitability.
UBS upgraded Allegiant Travel to Buy with a $107 target after shares fell 28%, citing strong asset backing, Sun Country synergies, and contracted cargo revenue.
Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.
Fiserv (NASDAQ:FISV) CEO Takis Georgakopoulos said the company is prioritizing customer service, platform stability, product simplification and faster execution of its technology roadmap as it works to improve performance across its Financial Solutions and Merchant Solutions businesses.
Speaking al
AeroVironment won a $465 million Army laser weapon contract and posted record revenue, while Kratos and Red Cat Holdings also stand to benefit from growing military demand for high-energy laser and counter-drone technology.
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Exelixis (NASDAQ:EXEL) executives outlined plans to continue expanding the CABOMETYX franchise while preparing for a potential launch of zanzalintinib, or zanza, in colorectal cancer later this year.
Speaking at a Wells biotech session, Chief Financial Officer Chris Senner said the company is worki
Kier Group (LON:KIE) reported higher revenue, profit and cash generation for fiscal 2026, while outlining a strategy centered on infrastructure and construction growth, further balance-sheet strengthening and double-digit earnings-per-share growth.
The company said revenue rose 7.5% to £4.4 billion
LSL Property Services (LON:LSL) reported higher first-half revenue, profit and margins, citing resilient activity in remortgaging, lettings and recurring revenue streams despite a modest decline in U.K. housing transactions.
Group Chief Executive Adam Castleton said the company’s markets developed
MJ Gleeson (LON:GLE) reported higher revenue for the year ended June 2026 as increased home completions and its first full year of partnership delivery lifted volumes, though group profit declined amid margin pressure in housebuilding and delayed land transactions.
The group said revenue rose 12.1%
IP Group (LON:IPO) reported higher net asset value, strong cash realizations and broad portfolio activity in the first half of 2026, while management said it remains focused on converting portfolio value into shareholder returns.
Net asset value per share increased 3.2% during the half year to 114p
