Jobs report shocker! Stronger data dims Fed rate cut hopes, pushing Treasury yields higher.
SSNC beats revenue estimates, up 8.1% YoY. BR leads peers with 6.5% revenue beat but stock dips 4.8%. VRSK up 21.8% despite slow growth.
BRC's 11.7% gain beats S&P 500! With 16.5% EPS growth & 10.9% FCF margin, it trades at 17.3x forward P/E.
Strait of Hormuz crisis threatens 15M bpd supply. U.S. shale offers minimal offset; prices may hit $100+.
Terex's 26.9% run-up is impressive, but declining ROIC & EPS signal caution. Valuation at 13.8x P/E is fair, but risks loom.
FTI Consulting lags S&P 500, with slow revenue growth & low FCF margin. Trades at 17.9x forward P/E.
Dine Brands' 30.9% gain is tempting, but shrinking sales & high debt (7x net-debt/EBITDA) pose risks.
Must Read