Streetbeat News

Acquisitions Mergers

ORCL

Oracle (ORCL) is a leading candidate for U.S. ownership of TikTok, which could impact app users and the evolution of 'decentralized' media.

Portfolio Pulse from

March 15, 2025 | 4:15 pm

JOUT

Johnson Outdoors reported a disappointing Q1 2025 with falling sales and poor expense control. The $12m acquisition of a diving equipment business has weakened its balance sheet amid poor cash flow outlook.

Portfolio Pulse from

March 15, 2025 | 1:30 pm

ARIS

Aris Water Solutions has experienced an 86% stock rise since July 2024, driven by strategic acquisitions and technological advancements. The company has long-term contracts with major oil companies, enhancing its revenue prospects.

Portfolio Pulse from

March 15, 2025 | 12:45 pm

ANSS

SNPS

Ansys and Synopsys are awaiting final clearances for their merger, with China's approval being a key hurdle. Ansys shows strong standalone performance with significant revenue growth. The merger promises strategic benefits, particularly in semiconductor design.

Portfolio Pulse from

March 15, 2025 | 12:15 pm

TSM

Taiwan Semiconductor Manufacturing (NYSE: TSM) is making a significant investment in the United States, which could be a major economic success for the Trump administration.

Portfolio Pulse from

March 15, 2025 | 11:30 am

ORI

Old Republic International (ORI) receives a buy rating, aligning with Wall Street's bullish consensus. The insurer is expanding through acquisitions, a new cyber risk segment, and policy growth. Strong cash flow supports dividends, though yield and growth are unremarkable.

Portfolio Pulse from

March 15, 2025 | 9:00 am

NEE

NextEra Energy, a major regulated utility and a leading solar and wind company, has made a strategic decision to cut ties with XPLR Infrastructure. This move could impact its business operations and investor sentiment.

Portfolio Pulse from

March 15, 2025 | 7:45 am

KLAR

Klarna has filed for an IPO with the SEC, signaling a significant step towards becoming a publicly traded company. This move is part of Klarna's strategy to usher in a 'new era of finance'.

Portfolio Pulse from

March 15, 2025 | 12:00 am

GNTX

Gentex, a stable automotive supplier, faces industry headwinds but offers an appealing valuation after a 20% share price pullback. The company is expanding into aerospace, fire protection, and medical markets, and has acquired VOXX International to diversify revenue streams.

Portfolio Pulse from

March 15, 2025 | 12:00 am