Key Takeaways LOW's strategy and Pro market gains make it better positioned for 2026 than HD despite housing headwinds.Home Depot faces weak Pro demand, softer comps and declining EPS estimates heading into the next fiscal year.LOW leverages AI, acquisition of FBM, and strong capital discipline to drive higher efficiency and engagement.The Home Depot, Inc. (HD) and Lowe’s Companies, Inc. (LOW) are key players in the home improvement retail sector, serving both do-it-yourself (DIY) customers and professional ...

Key Takeaways Caterpillar returned to revenue growth in Q3 2025, posting record $17.6B sales on a 10% rise in volume.CAT will benefit from U.S. infrastructure spending, mining demand and strong orders for data-center engines.Komatsu is facing falling sales, yen pressure and tariff costs, with fiscal 2025 net income projected to drop.Caterpillar Inc. (CAT) and Komatsu Ltd. (KMTUY) rank among the world’s largest manufacturers of heavy equipment. Caterpillar holds the top position, with Komatsu close behind, i ...

Key Takeaways INCY won EC approval for Minjuvi with lenalidomide and rituximab to treat follicular lymphoma.The decision was backed by inMIND trial data showing improved progression-free survival.INCY continues diversifying beyond Jakafi as Minjuvi gains new labels across the world. Incyte (INCY) announced that the European Commission (EC) has approved a label expansion of Minjuvi (tafasitamab).The drug, in combination with Revlimid (lenalidomide) and rituximab, is now indicated for the treatment of adult p ...

CarMax (KMX) reported $5.79 billion in revenue for the quarter ended November 2025, representing a year-over-year decline of 6.9%. EPS of $0.51 for the same period compares to $0.81 a year ago.The reported revenue represents a surprise of +1.18% over the Zacks Consensus Estimate of $5.73 billion. With the consensus EPS estimate being $0.32, the EPS surprise was +59.38%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

For the quarter ended November 2025, Darden Restaurants (DRI) reported revenue of $3.1 billion, up 7.3% over the same period last year. EPS came in at $2.08, compared to $2.03 in the year-ago quarter.The reported revenue represents a surprise of +0.6% over the Zacks Consensus Estimate of $3.08 billion. With the consensus EPS estimate being $2.09, the EPS surprise was -0.48%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

FactSet Research (FDS) reported $607.62 million in revenue for the quarter ended November 2025, representing a year-over-year increase of 6.9%. EPS of $4.51 for the same period compares to $4.37 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $599.48 million, representing a surprise of +1.36%. The company delivered an EPS surprise of +2.73%, with the consensus EPS estimate being $4.39.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about M/I Homes (MHO) .M/I Homes currently has an average brokerage recommendati ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Rocket Lab Corporation (RKLB) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Rocket Lab Corporat ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Cadence Design Systems (CDNS) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Cadence currently has an ave ...

Core Insights - ADNOC, in partnership with Eni and PTTEP, has secured a structured financing agreement of up to Dh40.4bn ($11bn) for the Hail and Ghasha gas development project, aimed at monetizing future midstream gas production [1] - The Ghasha concession is projected to deliver 1.8 billion standard cubic feet per day (bscf/d) of gas, contributing significantly to ADNOC's gas strategy [1][4] Financing Structure - The financing arrangement is described as non-recourse and involves participation from over 20 international and regional financial institutions, allowing ADNOC and its partners to access capital at competitive rates while retaining operational oversight [2] - The financing is "ring-fenced" around processing facilities, enabling the raising of low-cost funding [2] Strategic Importance - The transaction is seen as a landmark achievement that builds on ADNOC's successful track record in global energy partnerships, unlocking capital for the ambitious Hail and Ghasha project [3] - The project is expected to generate significant value for ADNOC, its partners, and the UAE, while also unlocking new gas resources for customers [4] Historical Context - ADNOC has previously engaged in major midstream and infrastructure deals, including a $4.9bn oil pipeline partnership and a $10.1bn gas pipeline agreement, along with various BOOT projects [5] - The Hail and Ghasha project aims to operate with net-zero emissions and capture 1.5 million tonnes of CO₂ annually [5] Future Plans - ADNOC plans to leverage advanced AI and technologies from its Thamama Centre of Excellence for the project [5] - The company has outlined a $150bn investment plan for the period between 2026 and 2030 to sustain current operations and expand growth [6]