Recent Articles from StockStory

Rail transportation company Greenbrier (NYSE:GBX) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 19.4% year on year to $706.1 million. The company’s full-year revenue guidance of $2.95 billion at the midpoint came in 2.1% above analysts’ estimates. Its GAAP profit of $1.14 per share was 31% above analysts’ consensus estimates.

Household products company WD-40 (NASDAQ:WDFC) met Wall Streets revenue expectations in Q4 CY2025, but sales were flat year on year at $154.4 million. On the other hand, the company’s full-year revenue guidance of $642.5 million at the midpoint came in 1% below analysts’ estimates. Its GAAP profit of $1.28 per share was 11.4% below analysts’ consensus estimates.

A number of stocks jumped in the afternoon session after markets rotated out of tech names to position themselves for a massive injection of government spending. 

A number of stocks jumped in the afternoon session after markets rotated out of tech names to position themselves for a massive injection of government spending. 

A number of stocks jumped in the afternoon session after markets rotated out of tech names to position themselves for a massive injection of government spending. 

A number of stocks jumped in the afternoon session after markets rotated out of tech names to position themselves for a massive injection of government spending. 

A number of stocks jumped in the afternoon session after markets rotated into defensive names to position themselves for a massive injection of government spending. 

A number of stocks jumped in the afternoon session after investors rotated out of tech names to capitalize on attractive relative valuations. 

A number of stocks jumped in the afternoon session after investors rotated out of tech names to capitalize on attractive relative valuations. 

A number of stocks jumped in the afternoon session after investors rotated out of tech names to capitalize on attractive relative valuations. 

Shares of government consulting firm Booz Allen Hamilton (NYSE:BAH) jumped 2.9% in the afternoon session after President Donald Trump called for a significant increase in U.S. military spending, which lifted the entire defense sector. 

Shares of aerospace and defense company Huntington Ingalls (NYSE:HII) jumped 5.7% in the afternoon session after a proposal to significantly increase the U.S. military budget for 2027 sent defense contractor stocks soaring. 

Shares of aerospace and defense company Mercury Systems (NASDAQ:MRCY) jumped 5.6% in the afternoon session after the broader defense sector rallied following President Donald Trump's call for a significant increase in the U.S. military budget. 

Shares of aerospace and defense company General Dynamics (NYSE:GD) jumped 3.1% in the afternoon session after President Trump called for a substantial increase in the U.S. military budget for 2027. 

Shares of security and Aerospace company Lockheed Martin (NYSE:LMT) jumped 4.2% in the afternoon session after President Trump proposed a significantly higher U.S. defense budget of $1.5 trillion for fiscal 2027. 

Shares of security and aerospace company Northrop Grumman (NYSE:NOC) jumped 3.9% in the afternoon session after President Trump called for a major increase in the U.S. military budget. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of software supply chain platform JFrog (NASDAQ:FROG) fell 4.7% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) fell 5.1% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of memory chips maker Micron (NYSE:MU) fell 4.3% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of cloud security platform Zscaler (NASDAQ:ZS) fell 4.4% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 2.2% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 6.1% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.1% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of ioT solutions provider Samsara (NYSE:IOT) fell 6.3% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of automation software company UiPath (NYSE:PATH) fell 5% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 4.2% in the morning session after the company admitted at the CES 2026 tech conference that its push for artificial intelligence in personal computers was not resonating with customers. 

Shares of automotive manufacturer Ford (NYSE:F) jumped 4.6% in the morning session after Piper Sandler upgraded its rating on the company to "Overweight" from "Neutral" and significantly raised its price target. 

Shares of aerospace and defense company AeroVironment (NASDAQ:AVAV) jumped 9% in the morning session as it got off to a strong start to the year, supported by recent positive analyst coverage. The positive momentum followed an initiation of coverage from KeyBanc with an “Overweight” rating and a $285 price target in the previous month. The firm expressed optimism about the company's solid position in the defense and technology growth sectors. Additionally, Bank of America Securities reaffirmed a “Buy” rating, viewing a recent stock decline as an overreaction. The bank noted that higher demand for the company’s products in both domestic and international markets was a positive indicator for its growth.

Shares of medical device company DexCom (NASDAQ:DXCM) fell 2.6% in the morning session after analysts at Piper Sandler and Bernstein lowered their price targets on the stock, citing concerns over the company's growth prospects and valuation. 

Shares of metal coating and infrastructure solutions provider AZZ (NYSE:AZZ) jumped 4.7% in the morning session after the company reported fourth-quarter results that surpassed analyst expectations for both revenue and profit. Revenue increased 5.5% from the same period in the previous year to $425.7 million, while adjusted earnings came in at $1.52 per share, with both figures beating Wall Street's forecasts. In addition to the solid quarterly results, management provided full-year revenue guidance of $1.66 billion, which was above analyst estimates. The company also slightly raised its outlook for full-year adjusted earnings per share, signaling confidence in its future performance.

Shares of fertility benefits company Progyny (NASDAQ:PGNY) jumped 4.9% in the morning session after an analyst at Keybanc maintained a positive rating on the stock and raised its price target. 

Shares of defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) jumped 2.6% in the morning session after a report from investment bank UBS highlighted the company as one of its top picks for 2026 in the U.S. aerospace and defense sector. 

Shares of insurance distribution company Baldwin Insurance Group (NASDAQ:BWIN) jumped 5.2% in the morning session after the company announced it had completed the acquisition of Capstone Group, a full-service insurance brokerage firm based in the Philadelphia area. 

Shares of intelligent lighting and space solutions provider Acuity Brands (NYSE:AYI) fell 15% in the morning session after the company reported fourth-quarter 2025 financial results that, despite beating profit expectations, failed to impress investors. 

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 12.7% in the morning session after the company reported impressive fourth-quarter 2025 results that substantially beat Wall Street expectations. 

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 17.2% in the morning session after the U.S. government proposed a monumental $1.5 trillion defense budget and the company was selected for a key U.S. Marine Corps contract. 

Shares of lifestyle clothing conglomerate VF Corp (NYSE:VFC) jumped 3.8% in the morning session after Needham & Company added the stock to its Conviction List, citing brand strength, and the company announced plans to redeem some of its debt. The analyst firm pointed to strong holiday results for The North Face and Timberland brands and noted early signs of improvement for the long-struggling Vans brand. Needham also expressed expectations for steady improvement in the company's margins and balance sheet over the next two to three years.

Shares of aerospace and defense company Leonardo DRS (NASDAQ:DRS) jumped 7.5% in the morning session after a Wells Fargo analyst maintained a Buy rating on the stock with a price target of $45 per share. This positive view was echoed by broader sentiment from the analyst community. In the three months prior, all six top analysts who covered the stock had rated it a Buy. Taken together, their 12-month price targets implied a potential upside of about 40.24%.

Shares of off-Road and powersports vehicle corporation Polaris (NYSE:PII) jumped 4.6% in the morning session after Seaport Global Securities initiated coverage on the stock with a "Buy" rating and an $83 price target. 

Shares of technology real estate company Opendoor (NASDAQ:OPEN) jumped 5.2% in the morning session after the stock rebounded from a sharp drop during the last trading session, which was triggered by a proposal to ban large institutional investors from buying single-family homes. The previous day's sell-off affected several housing-related stocks after former President Donald Trump announced his intention to implement the ban. However, Opendoor's CEO, Kaz Nejatian, responded to the market concerns by clarifying the company's business model. Nejatian stated, "We're not institutional investors, our job is to help people buy homes. We don't hold the homes!" This clarification seemed to ease investor fears that the proposed policy would harm the company's operations. The recovery also came amid reports of positive business developments and an expansion of the company's operational capabilities.

Shares of infrastructure and defense services provider Parsons (NYSE:PSN) jumped 3.5% in the morning session after KeyBanc maintained its Overweight rating on the stock, even while lowering its price target. 

Shares of financial services company Voya Financial (NYSE:VOYA) jumped 2% in the morning session after Barclays upgraded the stock to Overweight from Equalweight and increased its price target to $93 from $83. 

Shares of satellite communications company EchoStar (NASDAQGS:SATS) jumped 4.2% in the morning session after TD Cowen analyst Gregory Williams significantly raised the price target on the company's stock, signaling a bullish outlook. 

Shares of government services provider Maximus (NYSE:MMS) jumped 3% in the morning session after the company's Board of Directors approved a 10% increase in its quarterly cash dividend. 

Shares of homebuilding company PulteGroup (NYSE:PHM) jumped 3.5% in the morning session after Citizens initiated coverage on the stock with a Market Outperform rating and set a price target of $145.00. 

Shares of home-building design and manufacturing company Masco Corporation (NYSE:MAS) jumped 4.1% in the morning session after the company's VP and Chief HR Officer, Jennifer A. Stone, reported acquiring 26,140 shares of company stock. 

Shares of rural goods retailer Tractor Supply (NASDAQ:TSCO) jumped 3.1% in the morning session after an analyst at Mizuho Securities added the company to a 'Top Picks' list for 2026. 

Shares of customer platform provider HubSpot (NYSE:HUBS) fell 5.6% in the morning session after an analyst note from Oppenheimer highlighted mixed demand signals and soft fourth-quarter commentary from a key partner. 

Shares of health insurance provider Elevance Health (NYSE:EVH) jumped 3% in the morning session after Wolfe Research upgraded the stock's rating to Outperform from Peerperform and set a price target of $425. 

Shares of government engineering solutions provider Amentum Holdings (NYSE:AMTM) jumped 2.4% in the morning session after the company received positive analyst commentary, a credit rating upgrade, and a new contract award, pushed the stock to a 52-week high. The positive momentum followed several key developments. Cantor Fitzgerald raised its price target on the stock to $40 from $35, keeping an Overweight rating, after the company's fourth-quarter fiscal 2025 results surpassed expectations. BofA Securities also increased its price target to $30.

Shares of life sciences company Neogen (NASDAQ:NEOG) jumped 27.6% in the morning session after the company reported fourth-quarter results that far surpassed Wall Street's expectations and raised its financial forecast for the full year. 

Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) fell 3.3% in the morning session after Piper Sandler lowered its price target on the shares, and a broader market sell-off added to the negative pressure. 

Check out the companies making headlines yesterday:

Intelligent lighting and space solutions provider Acuity Brands (NYSE:AYI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 20.2% year on year to $1.14 billion. Its non-GAAP profit of $4.69 per share was 2.2% above analysts’ consensus estimates.

IT distribution giant TD SYNNEX (NYSE:SNX) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.7% year on year to $17.38 billion. The company expects next quarter’s revenue to be around $15.5 billion, close to analysts’ estimates. Its non-GAAP profit of $3.83 per share was 2.7% above analysts’ consensus estimates.

Life sciences company Neogen (NASDAQ:NEOG) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.8% year on year to $224.7 million. The company’s full-year revenue guidance of $850 million at the midpoint came in 3% above analysts’ estimates. Its non-GAAP profit of $0.10 per share was 50% above analysts’ consensus estimates.

Packaged food company Simply Good Foods (NASDAQ:SMPL) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales were flat year on year at $340.2 million. Its non-GAAP profit of $0.39 per share was 8.2% above analysts’ consensus estimates.

Agricultural and farm machinery company Lindsay (NYSE:LNN) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 6.3% year on year to $155.8 million. Its GAAP profit of $1.54 per share was 4.4% above analysts’ consensus estimates.

Digital infrastructure provider Applied Digital (NASDAQ:APLD) announced better-than-expected revenue in Q4 CY2025, with sales up 98.2% year on year to $126.6 million. Its non-GAAP loss of $0 per share was significantly above analysts’ consensus estimates.

Architectural products company Apogee (NASDAQ:APOG) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 2.1% year on year to $348.6 million. The company’s full-year revenue guidance of $1.39 billion at the midpoint came in 1.4% below analysts’ estimates. Its non-GAAP profit of $1.02 per share was 1% above analysts’ consensus estimates.

Egg company Cal-Maine Foods (NASDAQ:CALM) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 19.4% year on year to $769.5 million. Its non-GAAP profit of $2.14 per share was 6.9% above analysts’ consensus estimates.

Workplace uniform provider UniFirst (NYSE:UNF) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 2.7% year on year to $621.3 million. The company expects the full year’s revenue to be around $2.49 billion, close to analysts’ estimates. Its GAAP profit of $1.89 per share was 5.1% below analysts’ consensus estimates.

Grocery retailer Albertsons (NYSE:ACI) met Wall Streets revenue expectations in Q3 CY2025, with sales up 2% year on year to $18.92 billion. Its non-GAAP profit of $0.44 per share was 10.6% above analysts’ consensus estimates.

Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. But worries about an economic slowdown and potential credit deterioration have kept sentiment in check, and over the past six months, the banking industry’s 4.8% return has trailed the S&P 500 by 6.7 percentage points.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 13.2% gain over the past six months, beating the S&P 500 by 1.7 percentage points.

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.