Dover Corporation (NYSE:DOV) is one of the stocks Jim Cramer commented on. Cramer mentioned the company during the episode and said: The industrials, the old-fashioned non-data center industrials, are looking like huge winners from AI, even if we don’t know yet whether they deserve it. These stocks are doing so well. Honeywell, Dover, Emerson, wowza, can they run. And in reality, all they’re really doing is catching up with the rest of the market. They’re not expensive historically versus the S&P 500, whi ...

RBC Bearings (NYSE:RBC) is one of the 15 best Industrial Machinery and Supplies stocks to buy according to Hedge Funds. On January 9, Michael Ciarmoli from Truist Financial raised his price target for RBC Bearings (NYSE:RBC) from $471 to $542, and reaffirmed his buy rating. Critical Metals (CRML) Jumps 11% on International Expansion Nestor Rizhniak/Shutterstock.com Ciarmoli believes that the 2026 outlook for the Aerospace & Defense industry remains positive after a strong performance during the previou ...

HAYWARD, Calif., Jan. 28, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced that Harjinder Bajwa has departed the company effective January 25, 2026, and that Robert Wunar has been appointed Chief Operating Officer effective March 23, 2026. "I would like to thank Harjinder for his many contributions to UCT," continued James Xiao, CEO. "During his tenure, Harjinder played an important role in strengthening our operational foundation and positioning UCT for the future. We are grat ...

Core Viewpoint - LKQ Corporation has initiated a comprehensive review of strategic alternatives to enhance shareholder value, which may include a potential sale of the Company [1][2]. Group 1: Strategic Review - The Board of Directors is working with advisors to evaluate the Company's strategic alternatives, aiming to identify the best path forward to unlock value not reflected in the current valuation [2]. - There is no set deadline for the completion of this strategic review, and there is no assurance that it will result in any transaction or strategic outcome [3]. Group 2: Company Operations - LKQ Corporation is a leading provider of alternative and specialty parts for repairing and accessorizing automobiles and other vehicles, with operations in North America, Europe, and Taiwan [4]. - The Company offers a broad range of OEM recycled and aftermarket parts, replacement systems, components, equipment, and services for various types of vehicles [4]. Group 3: Advisory Engagement - LKQ has engaged BofA Securities as its financial advisor and Wachtell, Lipton, Rosen & Katz as its legal counsel for the strategic review process [3].

Ciena Corporation (NYSE:CIEN) is one of the 12 Best 5G Stocks to Invest in According to Hedge Funds. On January 20, BofA Securities downgraded its rating on Ciena Corporation (NYSE:CIEN) from Buy to Neutral. The firm said it is becoming more cautious about near-term spending on AI-driven networking despite the long-term outlook still staying solid. BofA Securities noted that valuations across networking stocks are now well above historical levels. Hyperscaler capital spending growth is also expected to sl ...

ANTIOCH, Tenn., Jan. 22, 2026 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) will release fourth quarter and full year 2025 financial results on Thursday, February 19, 2026. Conference Call Details LKQ will host a conference call and webcast on February 19, 2026 at 8:00 a.m. Eastern Time (7:00 a.m. Central Time) with members of senior management to discuss the Company's results. To access the investor conference call, please dial (833) 470-1428. International access to the call may be obtained by dialing ...

We recently published 10 Stock Winners Shocking Wall Street. Ultra Clean Holdings Inc. (NASDAQ:UCTT) was one of the top performers last week. Ultra Clean Holdings saw its share prices jump by 27.89 percent week-on-week to hit a 52-week high as investors increased their positions in the company after highlighting its role in the AI industry, further fueled by a semiconductor giant’s higher bets on the sector. On Thursday, Ultra Clean Holdings Inc. (NASDAQ:UCTT) soared to its highest price of $46, alongsi ...

Core Viewpoint - Dover Corporation is recognized as one of the best dividend stocks to consider for investment in 2026, with a positive outlook driven by various supportive themes in the multi-industry sector [1]. Group 1: Analyst Ratings and Price Target - RBC Capital has raised its price target for Dover Corporation to $199 from $198, maintaining a Sector Perform rating, reflecting an improved multi-industry setup heading into 2026 [2]. - The analyst highlights a favorable environment characterized by multi-year secular drivers, megaproject activity, and strong demand in data centers, alongside an attractive valuation backdrop for the sector [2]. Group 2: Economic Environment - The current economic landscape is described as a "two-speed economy," where demand related to data centers is growing in the mid-teen percentage range, while other industrial categories are experiencing sluggish growth [3]. - Despite uneven demand across sectors, the long-term outlook remains positive due to secular tailwinds associated with electrification, reshoring, energy transition, and data center expansion [3]. Group 3: Company Strategy and Positioning - Dover Corporation is strategically focusing on areas with more durable demand, enhancing its digital offerings, improving operational efficiency, and investing in high-growth markets such as clean energy, biopharma process solutions, and data center technologies [4]. - The company's diversified business model is seen as a significant advantage, allowing it to manage its portfolio actively, innovate, and maintain resilience during economic slowdowns while capturing long-term growth trends [4]. Group 4: Company Overview - Dover Corporation is a diversified global industrial manufacturer and solutions provider, offering a range of equipment, components, software, and services across various markets, including vehicle aftermarket, aerospace and defense, and other industrial end users [5].

With a market cap of $8.6 billion, LKQ Corporation (LKQ) is a global distributor of replacement parts, components, and systems for vehicle repair and maintenance, serving collision and mechanical repair shops, dealerships, and retail customers. It operates across North America and Europe through four segments: Wholesale–North America, Europe, Specialty, and Self Service. The Antioch, Tennessee-based is expected to announce its fiscal Q4 2025 results soon. Ahead of this event, analysts forecast LKQ to rep ...

Core Insights - The article highlights the potential of smaller companies to generate significant returns as they align with long-term technology and security trends, particularly in the context of mega-cap stocks dominating the market in 2026 [1] Company Analysis: Ultra Clean Holdings (UCTT) - Ultra Clean Holdings operates within the semiconductor supply chain, providing essential subsystems and services for advanced chip manufacturing [2] - The company reported revenue of $510 million and a non-GAAP net income of $12.9 million ($0.28 per share) in Q3 2025, indicating a return to profitability [4] - Rising demand for AI-driven semiconductors has renewed investor interest, pushing the stock to a 52-week high, supported by improved sentiment around chip capital spending [5] - The appointment of a new chief business officer in 2025 and insider share purchases earlier in the year have bolstered confidence in the company's growth trajectory [5] - Industry trends such as increased wafer production and advanced-node investment align with the demand for Ultra Clean's offerings, although risks include customer concentration and semiconductor cyclicality [6] Company Analysis: Evolv Technologies (EVLV) - Evolv Technologies focuses on AI-powered security screening systems that enhance public safety while maintaining efficiency in high-traffic venues [7] - The company reported revenue of $42.9 million in Q3 2025, reflecting a 57% year-over-year growth, with annual recurring revenue reaching $117.2 million, up 25% from the previous year [8] - Strong customer retention was demonstrated, with 92% of eligible education customers choosing to remain after a Federal Trade Commission review [8] - Evolv has expanded its deployments in major venues and increased adoption in school districts and healthcare systems, enhancing brand visibility and supporting revenue growth [9] - Financial flexibility has improved with a $75 million credit facility, aiding the transition to a subscription-based revenue model [9] - The company had $56.2 million in cash and marketable securities at the end of Q3 2025, providing a solid foundation for growth entering 2026 [10]