Company Overview - Lowe's Companies, Inc. has a market cap of $150.6 billion and operates as a home improvement retailer, providing a variety of products for construction, maintenance, repair, remodeling, and home décor through multiple channels including stores, website, and mobile apps [1] Financial Performance - Analysts expect Lowe's to report an adjusted EPS of $1.95 for fiscal Q4 2025, reflecting a 1% increase from $1.93 in the same quarter last year [2] - For fiscal 2025, the anticipated adjusted EPS is $12.26, representing a 2.2% increase from $12 in fiscal 2024, with further growth expected to over 6% year-over-year to $13 in fiscal 2026 [3] Recent Developments - Following the release of stronger-than-expected Q3 2025 results, Lowe's shares rose over 4%, reporting total sales of $20.8 billion and an adjusted EPS of $3.06. The company also raised its full-year 2025 sales projection to $86 billion while maintaining an adjusted EPS target of approximately $12.25 [5] - The company experienced strong online sales growth of 11.4%, double-digit growth in home services, and continued expansion in Pro sales, which contributed to positive investor sentiment [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, Lowe's shares have gained 2.8%, underperforming the S&P 500 Index's 13.3% rise and the State Street Consumer Discretionary Select Sector SPDR ETF's 3.9% return [4] - The consensus view among analysts is cautiously optimistic, with a "Moderate Buy" rating. Out of 29 analysts, 19 recommend "Strong Buy," one suggests "Moderate Buy," eight indicate "Hold," and one gives "Strong Sell." The average price target for Lowe's is $281.79, indicating a potential upside of nearly 5% from current levels [6]

Group 1: Company Overview - Lowe's Companies, Inc. (NYSE:LOW) is one of the largest home improvement retailers, offering products across construction, maintenance, repair, remodeling, and decorating [5] Group 2: Financial Performance and Projections - Truist raised its price target on Lowe's from $269 to $295, maintaining a Buy rating, based on positive sales trends and expectations for retail sales due to a rise in tax refunds [2] - Lowe's has a payout ratio of around 38%, indicating room for continued dividend growth that should align with improvements in net income [3] Group 3: Strategic Acquisitions - Lowe's acquired Artisan Design Group and Foundation Building Materials for over $10 billion combined, aiming to enhance distribution capabilities and expand into the professional customer segment [4]

Core Insights - Lowe's Companies, Inc. is recognized as a reliable dividend payer with a payout ratio of approximately 40% of earnings and a current yield near 2% [2][4] - The company benefits from stable demand in the home improvement sector, which remains resilient even during economic downturns [3][5] - Over the past decade, Lowe's has achieved a 350% increase in earnings per share, reflecting operational gains and capital discipline [4] Business Strategy - Management is focusing on expanding the professional contractor business and enhancing omnichannel capabilities, which have contributed to stable revenue [4][6] - The DIY segment is the largest revenue source, followed by the Pro segment that serves small and mid-sized contractors [5] Recent Acquisitions - In 2025, Lowe's made a significant move into the professional contractor market, viewing it as a $250 billion opportunity [6] - The company completed a $1.33 billion acquisition of Artisan Design Group, which specializes in design and installation services for interior finishes [6] - In October, Lowe's acquired Foundation Building Materials for $8.8 billion, adding over 370 locations and a broad distribution network for interior products [7]

Company Overview - Primoris Services Corporation is a leading specialty contractor in the engineering and construction sector, focusing on utilities, energy, and pipeline services [7] - The company reported trailing twelve-month revenue of $7.46 billion and net income of $277.14 million as of September 30, 2025 [5][10] - Primoris offers a range of services including construction, fabrication, maintenance, replacement, and engineering across various segments [10] Investment Activity - Informed Momentum Co LLC initiated a new position in Primoris Services Corporation, acquiring 67,981 shares valued at $9.18 million, representing 1.05% of the fund's total reportable assets under management (AUM) of $872.25 million [2][3] - This new position made Primoris the fourth largest holding among Informed Momentum's 254 equities [11] Market Performance - As of November 14, 2025, Primoris shares were priced at $118.04, reflecting a 50.2% increase over the past year, significantly outperforming the S&P 500 by 37.14 percentage points [3][5] - The company experienced a substantial revenue increase of 32% year-over-year in the third quarter, reaching $2.2 billion [12] Industry Context - Primoris is benefiting from the growing demand for infrastructure projects, particularly those aimed at expanding U.S. data center capacity to support artificial intelligence [12][13] - The AI industry is anticipated to undergo significant expansion, which could lead to continued sales growth for Primoris [13]

As filed with the U.S. Securities and Exchange Commission on December 19, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Legato Merger Corp. IV (Exact name of registrant as specified in its charter) Cayman Islands 6770 98-1880768 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Legato Merger Corp. IV 777 Third Avenue, 37 ...

Core Viewpoint - TechnipFMC has secured a significant contract from Eni S.p.A. for the Coral North development, marking a key advancement in the floating liquefied natural gas (FLNG) sector offshore Mozambique [1] Group 1: Contract Details - The awarded contract encompasses Engineering, Procurement, Construction, and Installation (EPCI) services [1] - The Coral North project is the second FLNG initiative in Mozambique, situated at a water depth of approximately 2,000 meters [1] Group 2: Company Insights - Jonathan Landes, President of Subsea for TechnipFMC, expressed enthusiasm about collaborating with Eni and their consortium partners in Mozambique [1] - The company aims to leverage its expertise in subsea operations for the successful execution of the project [1]

Core Viewpoint - Ferrovial SE (FER) has shown exceptional market performance this year, with a stock increase of over 60%, significantly outperforming major indices, and is set to be added to the Nasdaq 100 Index on December 22 [1][2] Group 1: Company Overview - Ferrovial SE is a global infrastructure operator focused on Europe and North America, with significant interests in toll roads, airports, construction, and services, including a major stake in Heathrow Airport [3] - The company has a market capitalization of nearly $50 billion and is classified as a large-cap stock, recognized as a defensive compounder rather than a cyclical stock [3] Group 2: Stock Performance - FER stock is currently trading around $68, close to its 52-week high of $68.01, having started the year in the low $40s, outperforming the S&P 500 Index during the same period [4] - The stock's relative strength is attributed to continuous accumulation rather than a one-time surge [4] Group 3: Financial Metrics - Ferrovial is valued at a multiple of 5x sales, which is a premium compared to typical industrial stocks, justified by the quality of its assets, concession lengths, and high margins [5] - The company generates a net income of $3.2 billion annually, with $9.1 billion in sales and margins exceeding 35% [5] - In the most recent quarter, Ferrovial achieved approximately $2.44 billion in revenue, indicating a strong trajectory for continued excellent performance [6]

Core Viewpoint - Lowe's Companies, Inc. (NYSE:LOW) is recognized as a strong investment opportunity, particularly for long-term investors seeking high-quality dividend stocks [1] Group 1: Financial Performance and Strategy - Telsey Advisory has reduced its price target for Lowe's from $305 to $285 while maintaining an Outperform rating, indicating confidence in the company's ability to outperform the industry [2] - The third-quarter results showed that Lowe's is making steady progress under its Total Home strategy, with online sales increasing by 11.4% and strong double-digit growth in home services [3] - The acquisition of Foundation Building Materials (FBM) was completed in October, which is expected to enhance Lowe's product lineup and revenue opportunities, particularly for Pro customers [4] Group 2: Capital Allocation and Dividend Policy - Lowe's is committed to disciplined capital allocation, having spent $8.8 billion on the FBM acquisition and distributed $673 million in dividends during the quarter [5] - The company has a strong track record as a dependable dividend payer, boasting 60 consecutive years of dividend growth [5] Group 3: Company Overview - Lowe's is a leading home improvement retailer offering a wide range of products, including construction materials, maintenance supplies, and home decor items [6]

Core Viewpoint - TechnipFMC has secured a significant integrated Engineering, Procurement, Construction, and Installation (iEPCITM) contract from Eni SpA for the deepwater Maha project in Indonesia, marking a notable deployment of TechnipFMC's Subsea 2.0® technology in the region [1] Company Summary - The contract awarded to TechnipFMC is substantial and highlights the company's expertise in executing integrated projects [1] - This project represents Eni's first use of TechnipFMC's Subsea 2.0® configure-to-order technology in Indonesia, indicating a strategic partnership and technological advancement [1] Industry Summary - The Maha project is part of the deepwater sector, which is increasingly relying on advanced technologies like Subsea 2.0® to enhance operational efficiency and project execution [1] - The award reflects the growing trend of collaboration between major oil and gas companies and specialized engineering firms to leverage technological innovations in offshore projects [1]

Group 1 - Caterpillar Inc. (NYSE:CAT) represents 5.97% of Bill Gates's stock portfolio and is among his top 15 stock picks [1] - DA Davidson raised its price target on Caterpillar from $408 to $569 while maintaining a "Neutral" rating, reflecting strong Q3 results [2][3] - The optimism from DA Davidson is driven by strong demand in the Energy & Transportation (E&T) segment, particularly from AI-driven data center expansion [3] Group 2 - Caterpillar reported an earnings beat on October 29, 2025, with shares rising by 12%, and the E&T segment achieved a 17% sales growth to $7.2 billion [4] - The company surpassed analysts' earnings forecasts with adjusted earnings per share of $4.95 compared to the $4.52 consensus [4] - Looking ahead, Caterpillar expects tariff headwinds of up to $1.75 billion this year, but its construction and resource segments are anticipated to remain solid contributors to growth [5]