S&P Global trades in the low $400s—roughly 21 times the midpoint of 2026 adjusted EPS guidance (~$19.50)—after falling nearly 29% from its August 2025 peak of $579. That valuation compression coincides with one of the stronger fundamental stretches in the company's history: 10...
Read Article ›Diamondback Energy has evolved from a mid-cap Permian driller into the basin's largest independent pure-play through its Endeavor and Double Eagle acquisitions—trailing only ExxonMobil and Chevron in total Permian output. With Q1 2026 oil production hitting 521,000 barrels per...
Read Article ›Tapestry just delivered its most impressive quarter in over a decade. Coach constant-currency revenue rose 29%, and consolidated adjusted EPS of $1.66 beat consensus by roughly 27%. Management raised full-year guidance to approximately $7.95 billion in revenue and ~23% operati...
Read Article ›Credo Technology (CRDO) has delivered one of the most explosive revenue trajectories in the semiconductor sector—revenue grew nearly sevenfold in two years to an expected ~$1.3 billion for fiscal 2026. The Active Electrical Cable franchise remains the engine, but the pending D...
Read Article ›Jack Henry & Associates (JKHY) is a quality financial technology compounder whose stock has been punished even as its business accelerates. Shares trade near 52-week lows — down roughly 31% from their January high of $193.39 — despite record Q3 results, a surge in competitive ...
Read Article ›Summary International Seaways, Inc. (NYSE: INSW), one of the largest tanker companies worldwide, has been generating significant cash flow and returning a substantial portion to its shareholders. The company reported a net income of $128 million for the fourth quarter of 2025,...
Read Article ›Summary Clear Secure& 39;s Q1 2026 results confirmed a step change in profitability: revenue up ~20%, adjusted EBITDA margin of ~32%, and free cash flow that more than doubled year over year to $185.5 million. Management raised full year 2026 free cash flow guidance to at leas...
Read Article ›Summary RELX shares have fallen roughly 40% from their 52 week high, crushed by a sentiment driven "AI disruption" panic that began when Anthropic launched a legal workflow tool in February. Underneath the sell off, the business is accelerating: 2025 delivered 7% und...
Read Article ›Sunoco LP and SunocoCorp LLC reported strong first quarter 2026 financial and operating results, including a net income of $644 million, adjusted EBITDA of $867 million, excluding one time transaction related expenses, and distributable cash flow, as adjusted, of $535 million....
Read Article ›Summary Scorpio Tankers reports Q1 2026 results on May 5 against a powerful rate backdrop—the Strait of Hormuz disruption in March drove LR2 spot rates near $100,000/day, setting up one of the strongest booking quarters in recent memory. Management executed a textbook capital ...
Read Article ›Summary Intercontinental Exchange heads into its April 30 earnings call with the strongest quarterly trading volumes in company history, steadily improving Mortgage Technology margins, and a share price roughly 15% below its 52 week high. At around $161, the stock trades at ap...
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