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Stock news
317 stories
Investment case changesWhy FMC Corporation (NYSE: FMC) Cut Its Revenue Outlook by 89%The disclosed channel actions explain nearly all of the EBITDA swing, but October 29 must show whether replenishment can recover. FMC · OptimistFi Research Desk · 
Investor guidesTwilio Inc. (NYSE: TWLO) Stock Is Down 11%: The Investment CaseOrganic growth and cash flow are improving, but the valuation still requires Twilio to defend its communications platform from carrier costs and cheaper alternatives. TWLO · OptimistFi Research Desk · 
Investment case changesCitizens Financial Group, Inc. (NYSE: CFG) Revenue Growth Outruns CostsThird-quarter profit rose 29%, but borrowed funds climbed 67% from a year earlier and tangible book value per share fell. CFG · OptimistFi Research Desk · 
Market narrative auditsPalantir Technologies Inc. (NASDAQ: PLTR) Settles Police Suit, No Deal YetLondon's policing office says the blocked £50 million proposal remains unawarded and a competitive procurement is under way. PLTR · OptimistFi Research Desk · 
Market narrative auditsIs IREN Limited (NASDAQ: IREN) Planning a 150M-Share Buyback?The October 13 proxy seeks 12-month flexibility to take shares when existing derivatives settle, not a commitment to buy stock. IREN · OptimistFi Research Desk · 
Investor guidesWhy Is Marvell Technology, Inc. (NASDAQ: MRVL) Stock Up 189% This Year?AI data-center revenue is accelerating and NVIDIA invested $2 billion, but the October 14 close implied roughly 17.5 times annualized third-quarter guided revenue. MRVL · OptimistFi Research Desk · 
Market narrative auditsBiotech2k Maps Insmed Incorporated (NASDAQ: INSM) TPIP Patent PathBiotech2k's patent test meets a live Phase 3 program: Insmed Incorporated (NASDAQ: INSM) has started three of four PALM studies, but rival patents reach 2042. INSM · OptimistFi Research Desk · 
Market narrative auditsManpowerGroup Inc. (NYSE: MAN) Revenue Grew, but Gross Profit Did NotThird-quarter operating margin rose to 1.70% from 1.44% as overhead fell, but gross margin compressed by about 74 basis points. MAN · OptimistFi Research Desk · 
Investor guidesAppian Corporation (NASDAQ: APPN) Stock Is Up 10%: The Investment CaseCloud subscriptions are growing and cash flow has improved, but bundled competitors and debt still set the hurdle for the equity case. APPN · OptimistFi Research Desk · 
Market narrative auditsDo September Retail Sales Help Amazon.com, Inc. (NASDAQ: AMZN)?U.S. retail sales rose 6.3% from a year earlier, but prices and fuel costs blur the read-through to unit demand and North America margin. AMZN · OptimistFi Research Desk · 
Market narrative auditsU.S. Bancorp (NYSE: USB) Turns Record Revenue Into LeverageA 55.9% efficiency ratio shows better expense conversion, while an acquired credit-card portfolio lifted the quarter's provision. USB · OptimistFi Research Desk · 
Investment case changesTaiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) N2 Ramp Trims MarginThird-quarter revenue accelerated as advanced chips gained share, while the first N2 production volume cut gross margin by 1.3 points. TSM · OptimistFi Research Desk ·
FMC · OptimistFi Research Desk · 
TWLO · OptimistFi Research Desk · 
PLTR · OptimistFi Research Desk · 
IREN · OptimistFi Research Desk · 
MRVL · OptimistFi Research Desk · 
INSM · OptimistFi Research Desk · 
MAN · OptimistFi Research Desk · 
APPN · OptimistFi Research Desk · 
USB · OptimistFi Research Desk · 
TSM · OptimistFi Research Desk ·