Priya Menon
Industrials & Aerospace Analyst
Articles 727
3M Targets Enhanced Margins and Steady Growth in 2026 Guidance
Industrial Leader Posts Modest Revenue Rise and Margin Expansion Despite Stock Dip Following Q4 2025 Results
3M Company unveiled its fourth-quarter 2025 financial report highlighting modest sales growth, improved operating margins, and raised 2026 earnings an...
Atlassian: Market Overreacted to AI Hype - a Tactical Long
Q1 results show durable SaaS economics and cash generation; AI fears are real but manageable — consider buying weakness around $110–120.
Atlassian (TEAM) is being punished on fears that AI will commoditize collaboration software. The fundamentals say otherwise: high gross margins (~82% ...
U.S. Stock Futures Decline Sharply Amid Notable Pre-Market Drops in Key Equities
Valneva Suspends U.S. Chikungunya Vaccine Applications; Tesla Confirms Autonomous Driving Capability for AI4 Chip Models
U.S. stock futures dropped significantly in early Tuesday trading, led by a steep 700-point decline in Dow futures. Shares of pharmaceutical company V...
Escalating Immigration Enforcement Funded by Major GOP Tax and Spending Legislation
Substantial budget increases bolster ICE expansion amid growing national debate over immigration tactics
The recent expansive tax and spending legislation enacted by Congress has significantly increased funding for Immigration and Customs Enforcement, ena...
First Horizon (FHN): Income + Buybacks Make a Convincing Value Trade Around $24
Dividend yield, steady earnings and an expanded repurchase program support a tactical long with defined entry, stop and targets
First Horizon is trading at roughly a mid-teens P/E relative to recent earnings, pays a consistent $0.15 quarterly dividend (about 2.5% yield at curre...
Amprius (AMPX): Growth Showing Up in the P&L — A Tactical Long with Defined Risk
Sequential revenue and gross-margin improvement, a stronger balance sheet, and fresh financing make a measured long trade attractive around $10.5 — but this is still a high-volatility, execution-dependent name.
Amprius is converting R&D and factory investment into visible revenue gains. Q3 2025 showed revenue of $21.4M (up sequentially), improving gross profi...
U.S. Bancorp Forecasts Refined by Wall Street Ahead of Fourth Quarter Results
Analysts update earnings and price targets as earnings release approaches amid recent acquisition
Ahead of its scheduled fourth-quarter earnings report on January 20, U.S. Bancorp has seen revised expectations from top Wall Street analysts. While e...
Dell’s Full‑Stack AI Servers Are Winning — Play the Momentum, With a Measured Entry
Hardware + services scale, accelerating AI demand, and improving cash flow make Dell a tactical long; entry, stops and targets below.
Dell is converting an AI infrastructure tailwind into tangible revenue and cash-flow gains. Recent quarters show a material revenue step-up (Q1 to Q2 ...
Elon Musk Suggests Leadership Change at Ryanair Amid Ongoing Starlink Dispute
Tesla CEO proposes appointing a 'Ryan' to lead Ryanair after joking about acquiring the low-cost airline
Elon Musk, CEO of Tesla, reignited public banter with Ryanair by again hinting at buying the airline and placing a 'Ryan' in charge. This follows tens...
Cryptocurrency Markets Show Mixed Performance Amid Geopolitical Uncertainty Over Greenland
Bitcoin and Ethereum Face Pressure as XRP and Dogecoin Record Gains; Analysts Monitor Critical Price Levels for Bitcoin Recovery
Cryptocurrency markets experienced a subdued performance marked by geopolitical tensions regarding Greenland, which affected investor confidence. Bitc...