Grégoire Legrand

EMCOR Group, Inc. : Strong Construction Momentum

EMCOR stands out as a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services. With over 180 locations across the country and nearly 100 operating companies, the group appears well-positioned to grow, especially with the new administration’s focus on the manufacturing sector Let’s take a closer look.

December 04, 2024 at 10:40 pm

Criteo S.A. : Improve your online business

Founded in 2005 in Paris as a movie recommendation engine, Criteo has evolved into a global leader in ad-tech. Listed on the Nasdaq since 2013, the company now drives $29 billion in annual commerce outcomes through its innovative retargeting and marketing solutions. Let’s take a closer look.

November 28, 2024 at 02:25 pm

Fabrinet : High precision manufacturer

Founded in 2000 by Seagate co-founder Tom Mitchell, Fabrinet established its roots in Asia, taking over Seagate’s Thailand manufacturing site. With its "factory within a factory" model, it became a key partner for OEMs, offering specialized manufacturing across optical communications, automotive, industrial lasers, and medical devices. Let’s take a closer look.

November 21, 2024 at 02:45 am

Sweetgreen: Sowing seeds of health in the fast-casual field

Sweetgreen positions itself as a next-generation restaurant and lifestyle brand focused on healthy eating. Founded in 2007 to offer customers fresher, healthier lunch and dinner options, Sweetgreen operated 221 restaurants across 18 states by the end of 2023. Let’s take a closer look.

November 14, 2024 at 02:34 am

Trump makes Wall Street shine and depresses Europe

Today, marking the end of the Great War, is a public holiday in some countries. But in the financial markets, there’s no break. News remains heavily focused on Trump, as leaders and analysts everywhere try to anticipate what the next four years might bring.

November 11, 2024 at 01:41 pm

Analyst recommendations: Moderna, Bristol-Myers Squibb Company, Regeneron Pharmaceuticals, Arista Networks...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

November 11, 2024 at 01:27 pm

Acuity Brands, Inc. : Lights for everyone

Acuity Brands is a leading North American lighting technology company. The business is split into two distinct segments: Lighting and Spaces. The company has shown strong stock performance over the past few years - let’s take a closer look.

November 08, 2024 at 04:23 am

Tech's Tangled Path with Microsoft

Equity markets remained highly volatile and bearish with less than a week to go before the US presidential election. Corporate results continue to provoke exuberant swings. The releases of 5 of the magnificent 7 this week added to the confusion: Alphabet and Amazon shone, Microsoft and Meta sank and Apple reassured no one. October 2024 will go down in history as a moderately bearish month.

November 01, 2024 at 01:01 pm

Analyst recommendations: Amazon.com, Mastercard, Bristol-Myers Squibb Company, Uber Technologies, Regeneron Pharmaceuticals...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

November 01, 2024 at 12:39 pm

Veralto Corporation : Outsider in Water Technology

Veralto, spun off from Danaher in September 2023, is a global leader in water and product quality technology. Operating through its Water Quality (WQ) and Product Quality & Innovation (PQI) segments, this $5 billion company, launched in October 2023, is focused on creating lasting global impact with its 16,000 employees worldwide.

October 31, 2024 at 09:58 pm

Fluor Corporation : Another Construction Giant

Founded in 1912 by John Simon Fluor, Fluor Corporation is a major player in the engineering and construction industry, headquartered in Irving, Texas. With 34,000 employees, it ranks as one of the largest firms in this space offering engineering, procurement, construction, maintenance, and project management (EPCM) services. Let’s take a closer look.

October 26, 2024 at 08:44 pm

Musk on top of Wall Street

The saga of corporate earnings continued yesterday. Gains of over 20% for Tesla and Molina in the US. All the same, it gives us time to wait and see whether the world will be crunched Democrat-style or Republican-style in less than two weeks' time.

October 25, 2024 at 04:51 pm

Analyst recommendations: AutoZone, Global Payments, Duolingo, Bank OZK, Beazley...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

October 25, 2024 at 04:38 pm

Tradeweb Markets Inc. : A must on the financial markets

Tradeweb is a leader in creating and managing electronic marketplaces, connecting a global network of clients across the financial landscape. The network of more than 2,500 clients that trades $1,7 trillion daily spans institutional, wholesale, and retail sectors, including some of the world's largest asset managers, hedge funds, insurance firms, central banks… with a presence in over 70 countries and offices in North America, Europe, Asia, Australia, and the Middle East. Let’s take a closer look.

October 16, 2024 at 07:29 pm

Toast, Inc. : Virtual assistant for restaurants

Toast, founded in 2011 by MIT graduates Aman Narang and Steve Fredette, is a SaaS cloud-based platform designed to make running restaurants easier. It brings together payments, software, and hardware in one system, helping restaurants manage everything from orders to deliveries and streamline their operations. Let’s take a closer look.

October 10, 2024 at 04:05 pm

Krystal Biotech, Inc. : Will it go even higher?

Krystal is a biotechnology company focused on developing genetic medicines for diseases with high unmet needs. In 2023, the group launched its first FDA-approved product, VYJUVEK®, to treat the rare condition DEB. Its innovative platform uses engineered HSV-1 to deliver therapeutic genes to targeted cells, aiming for non-invasive treatments. With a growing pipeline of programs, Krystal is dedicated to advancing gene therapies for serious and rare diseases. Let’s take a closer look.

October 02, 2024 at 04:25 pm

The Travelers Companies, inc. : An Old Player on a New Playing Field

Travelers, one of the oldest insurance companies in the US, offers a variety of property and casualty insurance products for businesses, government entities, and individuals. With over 33,000 employees, it primarily operates in the US (headquarter in NY), Canada, the U.K., and Ireland. Let’s take a closer look.

September 25, 2024 at 01:49 pm

Vital Farms, Inc. : A small cap with a promising future

Founded in 2007 in Austin, Texas, Vital Farms is an ethically food company aiming at disrupting the US food system trusted by 10+ million household. The group is today the leading US brand of pasture-raised eggs and the second-largest US egg brand by retail dollar sign. Let’s take a closer look at this small-cap.

September 23, 2024 at 01:02 am

CRH's Blueprint for Growth: Aggregates, Cement, and Beyond

CRH operates as a global leader in building materials, providing integrated solutions for complex infrastructure, non-residential, and residential construction projects. The company combines essential materials like aggregates and cement with value-added products and construction services, supporting projects from initial planning through to end-of-life recycling. Let’s take a closer look.

September 17, 2024 at 01:20 am

A central bank and it's off again?

Fridays the 13th have a dubious reputation, but investors don't seem particularly anxious this morning*. Yesterday, the European Central Bank lightened the mood by meeting expectations. All eyes now turn to its American counterpart, which is due to start its downward path on key rates next week. It remains to be seen which path will be adopted, since this is still a matter of debate, as we shall see together in the lines that follow.

September 13, 2024 at 02:10 pm

Analyst recommendations: Oracle, McDonald's, S&P Global, Adobe...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 13, 2024 at 02:07 pm