Wednesday, September 30, 2026

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Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

QTWO · long

Q2 Holdings INC (qtwo)

Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…

Nomad Foods - The Yield Machine

Nomad Foods combines leading European frozen-food brands with a high dividend yield, buybacks and decade-low valuation, while private-label…

Solitron Devices (SODI)

Solitron Devices' $27.5 million backlog rose 124% year over year as its sole-source military semiconductors support AMRAAM and HIMARS,…

TIC Solutions: Thesis Check

TIC Solutions' NV5 merger lifted consulting and geospatial growth and margins, while its 52%-of-revenue inspection unit stayed flat after…

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