Industrials rally 35.1% but watch MIDD (14.9x P/E), MOG.A (22.8x P/E), F (11.4x P/E) for risks.
Insurance stocks flat vs S&P 500's 23.9% gain; SIGI, RDN, MCY face revenue declines & weak EPS growth.
LASR & KN face sales declines & low returns; AYI shines with 44.5% gross margin & 16.6% ROIC.
OKTA's 35% upside target faces slowing growth & margin contraction. OGN's 62% target masks sales & EPS declines. SSB's 28% upside shines with strong NII growth & EPS outperformance.
Europe's giants see 13.7% market cap gain, but profits dip 5.1%. Finance, energy lead revenue, yet incumbents dominate.
German electronics firms face rising rare earth shortages (10.4% in Oct vs 3.8% in Apr), impacting growth. Diversification efforts underway.
RAMP's 8.9% ARR growth & 7.8% sales forecast raise caution; CARR's 1.4% growth & CORT's high P/E (72.7x) signal risks.
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