NasdaqGS:MIDD
NasdaqGS:MIDDMachinery

Why Middleby (MIDD) Is Up 17.0% After Residential Stake Sale And Analyst Upgrade – And What's Next

Earlier this month, Middleby agreed to sell a 51% stake in its Residential Kitchen business to investment firm 26North, while Jefferies upgraded its rating on the company and highlighted growth potential in Commercial Foodservice. The combination of this portfolio reshaping and a more optimistic analyst view has refocused attention on Middleby’s higher-margin commercial operations and capital allocation plans. Now we’ll examine how Jefferies’ more optimistic outlook on Middleby’s Commercial...
NYSE:VZ
NYSE:VZTelecom

Is Verizon’s CEO Shift, Major Layoffs, and Steady Dividend Altering The Investment Case For Verizon (VZ)?

Earlier this month, Verizon Communications appointed former PayPal CEO Dan Schulman as its new chief executive, launched its largest-ever layoffs exceeding 13,000 roles, and on December 4 affirmed a quarterly dividend of US$0.69 per share payable on February 2, 2026. By cutting headcount to redirect cash toward AI, customer service, and network investments while maintaining its long-running dividend growth, Verizon is signaling a reset in how it balances shareholder income with reinvestment...
NasdaqGM:RENT
NasdaqGM:RENTSpecialty Retail

Rent the Runway (RENT) Q3 Profit Swing Challenges Slow-Margin-Turnaround Narrative

Rent the Runway (RENT) just posted a sharp swing into profitability for Q3 2026, with revenue of about $87.6 million and net income of roughly $76.5 million translating to EPS of around $13.69, while its trailing twelve month figures show revenue of about $314.5 million and net income of roughly $10.6 million, or EPS of about $2.45. Over recent quarters the company has seen revenue move from about $75.9 million in Q3 2025 to $87.6 million in Q3 2026, alongside a turn from a net loss of...
NasdaqGS:IART
NasdaqGS:IARTMedical Equipment

Is Integra LifeSciences (IART) Undervalued After Its Recent Share Price Rebound?

Recent performance and setup Integra LifeSciences Holdings (IART) has quietly climbed about 11% over the past month, even as its one year return remains down more than 40%. This creates an interesting reset for patient investors. See our latest analysis for Integra LifeSciences Holdings. That 11% 1 month share price return stands in sharp contrast to the roughly 42% year to date share price slide and deeply negative multi year total shareholder returns. This suggests recent gains look more...
NasdaqGS:KMTS
NasdaqGS:KMTSMedical Equipment

Kestra Medical Technologies (KMTS) Q2: Revenue Growth, Losses Deepen, Testing Bullish Scale Narratives

Kestra Medical Technologies (KMTS) has posted its Q2 2026 results with revenue of about $22.6 million and a basic EPS loss of $0.64, alongside net income excluding extraordinary items of negative $32.8 million, keeping profitability firmly in the red. The company has seen revenue move from $14.7 million in Q2 2025 to $22.6 million in Q2 2026, while quarterly EPS narrowed from a loss of $1.19 to a loss of $0.64 over the same period. Trailing twelve month net losses remain heavy at roughly...