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1 Profitable Stock on Our Buy List and 2 We Avoid
StockStory4d agobullish
1 Profitable Stock on Our Buy List and 2 We Avoid

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

1 Industrials Stock on Our Buy List and 2 We Turn Down
StockStory4d agobullish
1 Industrials Stock on Our Buy List and 2 We Turn Down

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 2.7% return lagged the S&P 500 by 11.1 percentage points.

Wave Of Bullish Analyst Upgrades Might Change The Case For Investing In Comfort Systems USA (FIX)
Simply Wall St.4d agobullish
Wave Of Bullish Analyst Upgrades Might Change The Case For Investing In Comfort Systems USA (FIX)

Recently, analysts have clustered around bullish views on Comfort Systems USA, with an average brokerage recommendation between Strong Buy and Buy and a Zacks Rank #1 (Strong Buy) grounded in positive earnings estimate revisions. This wave of favorable analyst sentiment, built on upgraded earnings expectations, has become a key driver of investor perception of Comfort Systems USA’s near-term prospects. We’ll now examine how this concentration of Strong Buy recommendations and upgraded...

GameStop (GME) Is Up 13.5% After Collectibles Surge And Cohen Share Buy - Has The Bull Case Changed?
Simply Wall St.4d agobullish
GameStop (GME) Is Up 13.5% After Collectibles Surge And Cohen Share Buy - Has The Bull Case Changed?

GameStop reported past second-quarter 2026 results with sales of US$790.2 million and net income of US$298.7 million, alongside record Q2 operating income and sharply higher adjusted operating earnings. The company’s collectibles business has rapidly grown to represent almost half of net sales, while CEO Ryan Cohen recently bought 1,000,000 shares on the open market using personal funds. We will look at how the collectibles surge and Cohen’s large share purchase shape GameStop’s investment...

Do Novavax’s (NVAX) New Partnerships Offset Policy Risks From The Protecting Approved Care Act?
Simply Wall St.4d agobullish
Do Novavax’s (NVAX) New Partnerships Offset Policy Risks From The Protecting Approved Care Act?

Earlier this month, Novavax participated in investor-focused healthcare conferences hosted by Citigroup and Cantor Fitzgerald in New York, outlining its vaccine and partnership positioning to a broad institutional audience. Around the same time, bipartisan lawmakers introduced the Protecting Approved Care Act, stirring concern across healthcare names like Novavax about potential changes to Medicare Advantage reimbursement practices and administrative requirements. We’ll now examine how...

UBS Bets on Valero Energy (VLO) to Shatter its Record High
Insider Monkey4d agobullish
UBS Bets on Valero Energy (VLO) to Shatter its Record High

Valero Energy Corporation (NYSE:VLO) has been on a strong rally this year, fuelled by an unusually sharp surge in global refining margins. The ongoing disruptions have curtailed refining capacity worldwide and tightened supplies of gasoline, diesel, and jet fuel. The American refiner has more than doubled in value since the beginning of 2026, posting gains […]

ExxonMobil’s LNG Ambitions Just Got A Major Upgrade
Insider Monkey4d agobullish
ExxonMobil’s LNG Ambitions Just Got A Major Upgrade

On September 14, ExxonMobil Holdings Corporation (NYSE:XOM) said that it expects its annual LNG sales to reach 50 million tons by 2030, up from its previous target of 40 million tons, and to keep rising beyond the current decade in line with market growth. The company’s bullish guidance is driven by the high LNG demand […]

Should Upbeat Earnings Revisions and Zacks Rank Upgrade Require Action From Emerson Electric (EMR) Investors?
Simply Wall St.4d agobullish
Should Upbeat Earnings Revisions and Zacks Rank Upgrade Require Action From Emerson Electric (EMR) Investors?

Recently, Emerson Electric has drawn increased attention on Zacks.com as analysts lifted earnings and revenue estimates, with the company now carrying a Zacks Rank #2 (Buy) rating based on these positive revisions. This combination of rising profit expectations and stronger sales forecasts has put the company’s earnings outlook in sharper focus for investors assessing its industrial automation and software exposure. Next, we’ll examine how these upward earnings estimate revisions interact...

Should You Buy Donaldson Stock While Its Share Count Stops Shrinking?
Trefis4d agobullish
Should You Buy Donaldson Stock While Its Share Count Stops Shrinking?

Donaldson (DCI) has gained 9.1% over the past twelve months and still trades about 20% below its 52-week high. The filtration company behind those numbers sells replacement parts into equipment already in service, and the cash from that stream has been steadily shrinking its share count. The shrinking count is the case for buying the pullback. It is also the part that goes quiet in fiscal 2027.