Valued at $22.8 billion by market cap, Dover Corporation (DOV) operates as an industrial conglomerate producing a wide range of specialized industrial products and manufacturing equipment. The Downers Grove, Illinois-based company operates through Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions, and Climate & Sustainability Technologies segments. The industrial sector giant is expected to announce its third-quarter results before the market opens on Thursda ...

Group 1 - Heartland Advisors released its second-quarter 2025 investor letter for the Heartland Opportunistic Value Equity Strategy, indicating a shift in investor sentiment towards optimism as recession concerns were deemed overblown [1] - The strategy achieved a return of 0.65% in the quarter, underperforming the Russell 3000® Value Index, which returned 3.84% [1] - Stock selection was negative in 7 of the 11 sectors, with the Industrials and Financials sectors being the primary contributors to this underperformance [1] Group 2 - The investor letter highlighted Applied Materials, Inc. (NASDAQ:AMAT) as a key stock, which provides manufacturing equipment, services, and software to the semiconductor and display industries [2] - Applied Materials, Inc. had a one-month return of 24.16% but experienced a 52-week loss of 2.60%, with its stock closing at $199.60 per share and a market capitalization of $159.01 billion on September 25, 2025 [2] - The company was noted for initiating a new position in Applied Materials, which holds a 21% market share in wafer fabrication equipment (WFE) and is recognized as the world's dominant player in deposition technology [3]

Applied Materials, Inc. (NASDAQ:AMAT) is one of the AI Stocks in Focus on Wall Street. On September 22, Morgan Stanley analyst Shane Brett upgraded the stock from Equal Weight to Overweight with a price target of $209.00 (from $172.00). The bank finds that shares of Applied Materials are compelling. “AMAT currently trades at a 25% discount to [Lam Research] vs 10% average since 2023, and our new PT implies a 15% discount.” A technical analyst using a cloud-based analytics dashboard for financial servic ...