House price data from S&P CoreLogic Case-Shiller
- Prior was +0.75% m/m (revised to +0.81%)
- Prices up 6.8% vs 6.35% exp
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UPST jumps 23% on new credit line & loan deals. Analysts expect 42% revenue growth, P/E looks attractive.
MWA beats revenue, guides EBITDA up. Peers Xylem down 6.6%, GRRR up 16%. MWA trades at $27.39 vs $31.60 target.
PWR's 21% backlog growth & 26% EPS surge suggest strong returns, despite its 51.2x P/E.
Macy's (M) faces weak sales & falling EPS. COLL's costs rise faster than revenue. TTEK shows strong growth & buybacks.
ADI's 14.9% revenue growth & 60.3% gross margin shine, while GO's declining margins & LXFR's falling sales raise red flags.
ALOY defies China's price wars with policy-backed demand & tech independence. Returns now mandated, not market-driven.
GPOR faces earnings Tuesday. Revenue up 66% last Q, but missed estimates before. Peers surge.
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