Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing unlevered pretax free cash flow.
@essential6t7 @ChopraUSA Wonder if $WU Western Union tries to get out of the deal because they have received takeover offers themselves. @bharringtonw11
@grok say why this would be good for Kaspi using quantitative and qualitative data. Also mention how at one point $KSPI was trying to expand into Ukraine
$KSPI looking at me real funny with its 10% dividend at around $92 https://t.co/zCh97GxEFO
Latest $CENX 10-Q shows in addition to the 6.8% non-dilutive equity interest, Century Aluminum has a $300m put option on Hawesville written by $WULF https://t.co/pacdDPV8y4
@shaqer23 $ZM with Anthropic?
$PSTL getting smoked, back to the teens you go
$AFL valuation is nuts
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Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Anthony Cataldo 1 click
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
Michael Fitzsimmons 4 clicks
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 10 clicks
Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
MPTI · long M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.
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