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Salesforce (CRM) Declined as Market Questions SaaS Resilience
Insider Monkey1d agoneutral
Salesforce (CRM) Declined as Market Questions SaaS Resilience

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Eaton (ETN) Could Be 4% Undervalued After Guidance Update And Mobility Separation Plan
Simply Wall St.1d agoneutral
Eaton (ETN) Could Be 4% Undervalued After Guidance Update And Mobility Separation Plan

Eaton (ETN) has drawn fresh attention after updating 2026 earnings guidance and reporting second quarter results, alongside plans to separate its Mobility segment through a Reverse Morris Trust transaction expected in early 2027. See our latest analysis for Eaton. The fresh guidance, segment separation plan and recent acquisitions appear to be feeding into strong momentum, with Eaton’s share price delivering a 7 day return of 23.6% and a year to date share price return of 36.7%. The 5 year...