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Analyst Blog: Archive

Tanuka De

How Berkshire Turns Insurance Float Into Investment Power

Berkshire Hathaway's $177.5B insurance float provides low-cost capital for investments and acquisitions while reducing reliance on external funding.

BRK.BPositive Net Change TRVPositive Net Change CBPositive Net Change

Tanuka De

Can USDC Adoption Reshape Coinbase's Long-Term Growth Profile?

Coinbase's record USDC balances and expanding stablecoin use could strengthen recurring revenues across payments, custody, trading, lending and Base.

COINNegative Net Change BLKNegative Net Change CRCLNegative Net Change

Kaibalya Pravo Dey

Centene's Operations Improve: Does the 12.34X P/E Make it a Buy?

CNC's improving Medicaid margins, stronger Marketplace profitability and earnings recovery support its valuation, but sustainability remains the key test.

CNCPositive Net Change UNHPositive Net Change ELVPositive Net Change

Zacks Equity Research

Can HSBC's AI-Led U.K. Wealth Job Cuts Help Boost Efficiency?

HSBC plans deep U.K. wealth job cuts as AI and digital servicing expand, aiming to lower costs while protecting client relationships and growth.

HSBCNegative Net Change CNegative Net Change DBNegative Net Change

Zacks Equity Research

Casey's Beverage & Private-Label Offerings Reinforce Grocery Growth

CASY is driving grocery growth through beverage demand, faster-growing nicotine alternatives and private-label snacks aimed at value-conscious shoppers.

CASYPositive Net Change TGTNegative Net Change DLTRPositive Net Change ROSTPositive Net Change

Zacks Equity Research

Encompass Health Expands Rehab Footprint With New Maine Hospital

EHC opens a 50-bed Maine rehab hospital, expanding its footprint as strong discharge growth and planned openings support capacity expansion.

EHCNegative Net Change PAHCPositive Net Change WGSNegative Net Change CONPositive Net Change

Zacks Equity Research

KBR Wins Offshore Engineering Contract for Aramco's Marjan Field

KBR secures an Aramco offshore engineering contract for Marjan field upgrades, extending its Middle East energy momentum and project role.

KBRNegative Net Change EMENegative Net Change STRLNegative Net Change IBPNegative Net Change

Zacks Equity Research

Aflac Strengthens Benefits Tech With bswift's AI-Powered Tools

AFL is advancing workplace benefits with bswift's AI-powered tools, simplifying plan configuration and potentially improving access to its voluntary products.

AFLNegative Net Change HMNNegative Net Change HRTGPositive Net Change AIIPositive Net Change

Zacks Equity Research

Constellation Brands Q2 Earnings Top Estimates on Beer and Wine Growth

STZ beats fiscal Q2 estimates as beer and wine sales grew, while strong cash flow and an RTD acquisition supported its outlook.

STZPositive Net Change DARNegative Net Change CHEFPositive Net Change UTZPositive Net Change

Natasha Sharma

Can Dycom's $12.2B Backlog Sustain Growth Through FY27?

DY's record $12.2B backlog, fiber pipeline and Building Systems demand support its raised fiscal 2027 outlook and growth visibility.

DYNegative Net Change STRLNegative Net Change MTZNegative Net Change