Company Overview - Zebra Technologies Corporation (NASDAQ: ZBRA) provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry worldwide, operating through two segments: Asset Intelligence & Tracking, and Enterprise Visibility & Mobility [5] Financial Performance - In Q3 2025, Zebra Technologies reported a 5% year-over-year revenue increase to $1.3 billion, with a non-GAAP diluted EPS of $3.88, marking an 11% increase that exceeded the high end of its previous outlook [3] - The company forecasts sales growth between 8% and 11% for the end of the year, with a non-GAAP diluted EPS projected between $4.20 and $4.40 [4] - For the full year 2025, Zebra expects approximately 8% sales growth and an adjusted EPS of roughly $15.80, which would represent a 17% increase over the prior year [4] Market Outlook - Truist analyst Jamie Cook lowered the price target on Zebra Technologies to $291 from $331 while maintaining a Hold rating, indicating scrutiny over backlog growth for signs of peaking demand [1] - The construction sector is viewed positively, supported by the end of inventory destocking and a forecast of 10% growth in Deere's Construction & Forestry division, which may indirectly benefit Zebra [2]

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equity markets delivered solid results in the third quarter, driven by the resolution of significant trade conflicts and a shift in U.S. monetary policy toward a more dovish stance. Baird Chautauqua International Growth Fund underperformed the ...

Group 1 - North American Construction Group Ltd. (NYSE:NOA) experienced a share price increase of 2.02% from December 22 to December 29, 2025, ranking among the top gaining energy stocks for that week [1] - The company provides a variety of mining and heavy construction services, primarily focused on the Canadian oil sands sector [2] - On December 18, NOA announced the acquisition of Iron Mine Contracting (IMC) for approximately C$115 million, which is expected to enhance its presence in the Australian mining services market and increase its incremental EPS by about 20% in 2026 [3] Group 2 - The acquisition of IMC is viewed as a strategic move to expand into the Western Australian market, which is significant for base metals, precious metals, and critical & rare earth minerals [3] - The company has seen its share price decline by nearly 35% since the start of 2025, indicating potential challenges despite recent positive developments [3]

Group 1 - Colgate-Palmolive Company (NYSE:CL) is recognized as one of the 14 Best Dividend Aristocrats to invest in heading into 2026 [1] - BofA raised its price target on Colgate-Palmolive to $90 from $88, maintaining a Buy rating, while expressing concerns about consumption growth in the consumer staples sector for 2026 [2] - Jefferies adopted a more cautious stance on Colgate-Palmolive, citing softer expectations for oral care and slowing demand in premium pet products as key concerns [3] Group 2 - In its Q3 2025 earnings report, Colgate-Palmolive highlighted a challenging operating environment due to consumer uncertainty, tariffs, geopolitics, and high cost inflation impacting sales and profit growth [4] - The company emphasized its 2030 Strategy, focusing on a portfolio of healthy brands in growing categories, strong market positions, and a broad global footprint, with nearly 50% of revenue exposure from faster-growing emerging markets [4] - Colgate-Palmolive is a global consumer products company specializing in everyday household staples, particularly in oral care, personal care, and home care products [5]

Maple Tree Capital, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was mixed for Maple Tree Capital. The market continued to rebound from the Liberation Day lows, while the firm’s performance was affected by the late-quarter decline of one of its largest holdings, Upstart. This resulted in the Jonagold portfolio concluding the quarter with a 13.12% loss. On the other hand, its Heartwood portfolio delivered an exceptiona ...

Core Viewpoint - Alamos Gold Inc. (NYSE:AGI) is recognized as one of the best gold mining companies to invest in, with recent price target increases from RBC Capital and Jefferies indicating strong market confidence in the company and the gold mining sector overall [1][2]. Group 1: Price Target Increases - RBC Capital raised its price target on Alamos Gold from $44 to $50 while maintaining a Buy rating [1]. - Jefferies increased its price target from $39 to $49, also keeping a Buy rating, reflecting a positive outlook for gold mining companies heading into 2026 [2]. Group 2: Industry Outlook - Jefferies believes that gold mining companies are entering a strong environment for growth, with expectations of margin increases and more free cash flow generation in 2026, despite a neutral view on gold prices [2]. - The industry is described as "extremely healthy," characterized by strong balance sheets, solid margins, and increasing dividends and buybacks [3]. Group 3: Future Expectations - Looking ahead to 2026, Jefferies anticipates modest cost pressures, potential adjustments in reserve grades, and increased merger and acquisition activity as cash levels rise [4]. - Alamos Gold is viewed as a catch-up opportunity within the mid-cap gold mining sector, noted for having the highest quality portfolio among its peers [4].

Agnico Eagle Mines Limited (NYSE:AEM) is one of the 13 Best Gold Mining Companies to Invest In Now. On December 10, TipRanks reported that RBC Capital raised its price target from $185 to $205 on Agnico Eagle Mines Limited (NYSE:AEM) but downgraded its rating from Outperform to Sector Perform. Earlier, on December 1, UBS analyst Daniel Major also increased the price target on Agnico Eagle Mines Limited (NYSE:AEM) from $180 to $190 but kept a Neutral rating. The analyst told investors in a research note th ...

Group 1 - UBS maintains a Buy rating on ConocoPhillips (COP) and raises its price target from $117 to $120 [1] - Mizuho reaffirms its Outperform rating on ConocoPhillips and increases its price objective to $121 from $120 [3] - The energy sector is expected to strengthen in 2026, with improved prospects for oilfield services and natural gas exploration [2] Group 2 - Mizuho notes that despite negative sentiment towards US oil and gas companies due to oversupply concerns, exploration and production are undervalued based on long-term fundamentals [4] - Mizuho suggests reallocating risk towards oil exploration and production companies with a selective bias for gas stocks [4]

Nucor Corporation (NYSE:NUE) is one of the stocks Jim Cramer discussed along with macroeconomic conditions. Cramer said he should have “pushed hard” on the company stock, as he commented: “Regular metals, generally up with the help of tariffs, but a lot of crops and chemical stocks are very bad. That explains why we’ve seen a middle-of-the-pack performance overall for the materials group, which is up about 9% for the year… but within that, we’ve seen huge disparities. 40% plus declines for chemical compan ...

Group 1: Company Overview - Permian Resources Corporation (NYSE:PR) is an independent oil and natural gas company focused on acquiring, optimizing, and developing properties in the Permian Basin, particularly the Delaware Basin core [4] Group 2: Analyst Ratings and Price Targets - Leo Mariani from Roth MKM reiterated a Buy rating on Permian Resources Corporation with a price target of $16 [1] - Josh Silverstein from UBS also reiterated a Buy rating and raised the price target from $17 to $19 [1] Group 3: Production Outlook - During its fiscal third quarter earnings, Permian Resources Corporation raised its 2025 oil production outlook by 3.0 MBbls/d to 181.5 MBbls/d and raised its total production target by 9.0 MBoe/d to 394.0 MBoe/d, based on strong well results [3]