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ACTU Q1 2026 Earnings: Pre-Revenue Biotech's 8.6% EPS Miss Met With 8.33% Share Rally - Basic EPS Analysis

Wade Massad details Virco Mfg Corporation (VIRC) direct and indirect holdings

Modine Manufacturing Co (MOD) Shares Surge 8.9% -- What GF Score of 85 Tells Investors

Modine Manufacturing Co (MOD) shares surged 8.9% to $193.91, but GuruFocus's GF Value™ indicates the stock is 38.5% overvalued compared to its intrinsic value of $139.99. Despite a strong GF Score™ of 85/100, reflecting good financial health and growth potential, the valuation warns investors …

Why Is Cactus (WHD) Stock Rocketing Higher Today

Why Is Cactus (WHD) Stock Rocketing Higher Today What Happened? Shares of oilfield equipment manufacturer Cactus (NYSE:WHD) jumped 14.8% in the afternoon session after the company reported strong second-quarter results that surpassed analyst expectations. The company posted adjusted earnings of $0.93 per share, significantly …

Is Modine Manufacturing (MOD) A Bargain After Strong Earnings And Higher Sales Guidance?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Modine Manufacturing (MOD) is in focus after reporting first quarter results on July 29, with earnings per share and net income above the …

Intel Scores Needed Win, But Bigger Test Remains

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) completed a four-year U.S. government program validating its 18A manufacturing technology for secure defense applications, giving its struggling foundry business a useful credibility boost. However, Wedbush warned that small government volumes will not resolve the larger …

Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast

This article first appeared on GuruFocus. Lam Research (NASDAQ:LRCX), a semiconductor-equipment company supplying chip-production systems, soared approximately 18.9% in Thursday's regular-session trading after issuing stronger-than-expected quarterly guidance. The company forecast revenue of $8.1 billion, plus or minus $400 million, for the quarter ending September …

TSMC's next AI chip move sends Intel stock soaring

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares jumped about 12% and Taiwan Semiconductor Manufacturing (NYSE:TSM) gained nearly 7% on Thursday after a report said TSMC is developing a new advanced chip-packaging technology similar to Intel's approach. TSMC is working on a packaging …

TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7%, placing it on course …

Cactus, Inc. (NYSE: WHD) CEO redeems 100,000 units and sells stock

Cactus, Inc. CEO Scott Bender reported a series of entity-level restructurings and a stock sale on July 27, 2026. These transactions involved the redemption of 100,000 units and a corresponding number of Class B shares for 100,000 shares of Class A Common Stock, as …

Intel's Rare AI Advantage Faces a New Threat

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is reportedly developing an advanced chip-packaging process resembling Intel's (NASDAQ:INTC) EMIB technology, escalating competition over one of AI infrastructure's most important bottlenecks. The move could help TSMC retain customers seeking cheaper or more flexible …

Cathie Wood Invests $28.7 Million in Two High-Stakes Tech Stocks

This article first appeared on GuruFocus. Cathie Wood's ARK Invest added roughly $28.7 million of Taiwan Semiconductor Manufacturing (NYSE:TSM) and SpaceX (NASDAQ:SPCX) shares while trimming Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Shopify (NASDAQ:SHOP), signalling a sharper rotation toward semiconductor production and space infrastructure as major …

Form 4 Cactus Inc For: 29 July By Investing.com

This article reports on a Form 4 filing for Cactus Inc. dated July 29th, as published by Investing.com. It is a brief announcement without further details, typical of automated financial news updates. The article also features various market data, trending stocks, and financial news …

Cactus, Inc. Class A Revenue Breakdown – FWB:43C

This article details the revenue breakdown for Cactus, Inc. Class A (FWB:43C), highlighting its top-performing segment and primary geographical contribution. In the last year, the company generated €918.72 million, with Pressure Control being the largest segment and the United States accounting for the entire …

Cactus Raises Quarterly Dividend 7% to $0.15 Per Share

Cactus, Inc. (NYSE: WHD) announced strong financial and operating results for the second quarter of 2026, with revenue of $449.5 million and a net income of $61.4 million. The company's Board of Directors approved a 7% increase in the quarterly dividend to $0.15 per …

WHD: Q2 2026 delivered strong growth, margin expansion, and a 7% dividend increase amid robust segment performance

Cactus, Inc. (WHD) reported strong Q2 2026 results, showing significant revenue and margin growth, with adjusted EBITDA margin reaching 29.5% and robust cash flow. Both Pressure Control and Spoolable Technologies segments saw sequential gains, and the company announced a 7% dividend increase. While a …

Modine Manufacturing Company Stock 12‑Month Price Target Cut to $336.12, Implies 89% Upside

Modine Manufacturing Company's average stock price target has been cut to $336.12 from $340.5, based on estimates from 8 analysts, suggesting an 89% potential upside from its Jul. 29 closing price. Despite the reduction, the consensus rating from 10 covering analysts remains a "Buy," …

Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC's dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries …

Transcript : Modine Manufacturing Company, Q1 2027 Earnings Call, Jul 30, 2026

This article provides the transcript of Modine Manufacturing Company's Q1 2027 Earnings Call held on July 30, 2026. The content is primarily an introduction to the earnings call, indicating that the full transcript is reserved for subscribers. It also includes recent news and analyst …

Earnings call transcript: Modine tops Q1 2026 EPS forecast, revenue misses

Modine Manufacturing surpassed adjusted EPS expectations but missed revenue forecasts for Q1 fiscal 2027, driven by strong data center demand despite supply chain issues impacting production and margins. The company's data center sales surged 90%, but component shortages and ramp-up costs pressured profitability. Management …

ANALYSIS: How AI has rewired Taiwan’s stock market

The AI boom has transformed Taiwan's stock market into a global heavyweight, but this growth is highly concentrated in a few firms, particularly TSMC. This extreme dependence on a single company and strong foreign capital influence, alongside active local retail investors, makes the TAIEX …

Dividend Hike, Margin Gains and Buybacks Might Change The Case For Investing In Simpson Manufacturing (SSD)

Simpson Manufacturing (SSD) recently increased its quarterly dividend and authorized a new share repurchase program after reporting strong Q2 results, driven by improved operating margins due to disciplined pricing and cost control. While the company faces potential headwinds from rising raw material costs and …

WHD: Strong Q2 growth, robust Spoolables momentum, and higher dividend; Q3 outlook remains positive

WHD (Cactus, Inc.) experienced strong sequential growth in revenue and EBITDA in Q2, driven by robust performance in Pressure Control and Spoolable Technologies, along with significant international order momentum and a 7% dividend increase. The Q3 outlook anticipates normalization in Pressure Control but continued …

Taiwan Semiconductor Is Copying One of Intel's Best Ideas - Here's Why Investors Should Pay Attention

Taiwan Semiconductor Manufacturing (TSMC) is reportedly developing an "EMIB-like" packaging technology, a move that validates Intel's approach to advanced chip packaging. This doesn't mean Intel is taking market share from TSMC, but rather that the immense demand for AI chips is expanding the packaging …

Saudi Arabia shares higher at close of trade; Tadawul All Share up 0.43%

TSMC is moving in on Intel’s turf; Why Intel is up anyway

Intel's stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel's Foundry business. However, the prospect of TSMC neutralizing this advantage hasn't dented …

Actuate Therapeutics stock initiated with buy rating at Rodman & Renshaw

Rodman & Renshaw initiated coverage on Actuate Therapeutics Inc. (NASDAQ:ACTU) with a buy rating and a $6.00 price target, primarily due to the potential of its GSK-3β inhibitor, Elraglusib, in treating pancreatic cancer and its pediatric franchise's Rare Pediatric Disease Designation. The company's market …

B.Riley cuts Modine stock price target on margin pressure

B.Riley has lowered its price target for Modine Manufacturing (NYSE:MOD) to $305 from $340, while maintaining a Buy rating, due to margin pressure from timing-related data-center supply constraints. Despite Modine reporting strong revenue growth and a record quarter for data center order intake, adjusted …

Modine (MOD) Stock Looks Discounted Relative To Fair Value

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Modine Manufacturing stock has delivered a very large 5 year return, yet its current checks send a mixed valuation message, with a Discounted Cash Flow (DCF) estimate …

Cim LLC Acquires Shares of 6,701 Modine Manufacturing Company $MOD

Cim LLC has acquired 6,701 shares of Modine Manufacturing Company (NYSE:MOD) during the first quarter, valued at approximately $1.45 million. This move is part of broader institutional investment, with other hedge funds also increasing their stakes in the company. Modine Manufacturing recently reported strong …

Cactus, Inc. CEO Scott Bender sells $732,391 in stock at $55.07

Cactus, Inc. CEO Scott Bender, through Bender Investment Company, sold 13,300 shares of Class A Common Stock for $732,391 at $55.067 per share on July 27, 2026. This transaction was part of a series of redemptions and conversions involving ownership interests in Cactus WH …

Hammond Manufacturing Stock Surges 15.78%: Electrical Infrastructure Demand and Industrial Expansion Lift Investor Sentiment

Modine Manufacturing Company (NYSE:MOD) Given Consensus Recommendation of "Moderate Buy" by Analysts

Cactus (NYSE:WHD) Trading Up 17.2% After Better-Than-Expected Earnings

KeyCorp Cuts Modine Manufacturing (NYSE:MOD) Price Target to $280.00

Saudi Arabia stocks higher at close of trade; Tadawul All Share up 0.43%