Maya Rios
Energy & Utilities Analyst
Articles 707
Seagate Reports Strong Quarterly Performance and Robust Forward Order Book Through 2026
Improved margins and extended customer contracts elevate price targets for Seagate Technology shares
Seagate Technology Holdings PLC delivered quarterly results surpassing analyst expectations with notable earnings per share and revenue growth. The co...
UMC Reports Slight Revenue Dip Yet Surpasses Earnings Estimates; Pricing and Utilization Cast Shadow on Future Forecast
Mixed fiscal fourth-quarter results at United Microelectronics as semiconductor foundry sees modest revenue decline but earnings beat, while 2026 outlook reflects cautious demand and flat pricing
In its fiscal fourth-quarter announcement, Taiwan-based United Microelectronics Corp (UMC) experienced a 2.4% year-over-year revenue decrease to $1.97...
Orion Group (ORN) - Balance Sheet Repair and Contract Wins Set Up a Tactical Long
Improving liquidity, meaningful contract awards and an attractive revenue multiple create a tradeable long with defined risk.
Orion Group Holdings has steadied its balance sheet while winning a string of mid-size contracts that bolster backlog. Quarterly revenue is running ne...
Play the Integration Arbitrage: Long IONQ, Short the Pure-Play Quantum Basket
Capitalize on IonQ's vertical-integration push and cleaner balance sheet versus speculative pure-play peers.
IonQ just bought SkyWater in a deal that materially reshapes its balance sheet and product roadmap. The setup favors a pair trade: go long IONQ (buy t...
Harley-Davidson (HOG): Deep Value Setup, Dividend Buffer, and a Short-Squeeze Risk — Tactical Long
Price near $20, below book, profitable quarter but finance noise — trade with tight risk controls.
Harley-Davidson is trading at roughly $20 (01/28/2026) and, on available company numbers, looks materially cheap versus book value and recent profitab...
General Dynamics Navigates $41 Million Tariff Impact Amid Strong Backlog and Earnings Growth
Defense Contractor Reports Robust Fourth-Quarter Financials and Outlines Positive Outlook for 2026
General Dynamics delivered solid financial results for the fourth quarter of fiscal 2025, surpassing earnings and revenue estimates despite a $41 mill...
Elevance Health Reports Mixed Q4 Results and Issues Cautious 2026 Outlook
Health insurer forecasts premium declines and highlights cost pressures amid membership changes
Elevance Health Inc. released its financial results for the fourth quarter and full year of 2025, delivering mixed earnings performance and signaling ...
SpaceX Weighs Mid-June IPO During Rare Astronomical Alignment and Founder’s Birthday
Elon Musk Considers Landmark Public Offering Amid Timing Challenges and Market Speculation
SpaceX is reportedly contemplating a public listing in mid-June, coinciding with a rare celestial event where Jupiter and Venus will appear near each ...
Mastercard: Keep Swiping — Buy the Dip, Ride the Volume Tailwind
High margins, strong free cash flow and share buybacks support a tactical long with clear entry, stop and targets.
Mastercard remains a high-quality payments franchise: processed nearly $10 trillion in 2024, shows steady revenue and earnings expansion across 2025 q...
Buy IONQ After SkyWater Deal - A Vertical-Integration Re-rate Trade
SkyWater acquisition + large financing create a binary setup; entry, stops and targets for a high-risk long.
IonQ's recent balance-sheet reshaping and the announced SkyWater chipmaker deal create an actionable long trade. The company shows accelerating revenu...