Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) announced better-than-expected revenue in Q3 CY2025, with sales up 10.9% year on year to $447.7 million. Its non-GAAP profit of $0.69 per share was 15.1% above analysts’ consensus estimates.
Applied Digital's fourth quarter was marked by strong revenue growth and a positive market reaction, with results exceeding Wall Street expectations. Management credited the rapid energization of the Polaris Forge 1 data center, which began generating lease revenues ahead of schedule, as a key driver. CEO Wes Cummins highlighted the completion of the first of three contracted buildings for CoreWeave and the signing of a major lease with a U.S.-based hyperscaler as instrumental milestones. The company also benefited from robust demand for high-performance computing infrastructure, particularly for artificial intelligence and cloud workloads. Management emphasized that modular, efficient construction and access to low-cost energy in the Dakotas provided a competitive advantage.
The past six months have been a windfall for Cummins’s shareholders. The company’s stock price has jumped 66.8%, setting a new 52-week high of $567.59 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Caterpillar Inc. (NYSE: CAT) has long been the primary barometer for the global construction and mining industries, but in early 2026, the industrial giant has found a new, high-voltage catalyst: the artificial intelligence revolution. As of January 13, 2026, Caterpillar’s stock has surged into a fresh technical "buy zone"
As of January 13, 2026, the global obsession with artificial intelligence has transitioned from a race for digital supremacy into a grueling battle for physical resources. While the initial years of the AI boom were defined by a desperate scramble for high-end semiconductors, the narrative has shifted fundamentally. Today, the
On January 12, 2026, Caterpillar Inc. (NYSE: CAT) solidified its position as the undisputed titan of the industrial sector, with its stock price surging to a fresh all-time record of $627.75. The rally was ignited by a bullish research note from Citigroup, which raised its price target for the
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the heavy transportation equipment industry, including Cummins (NYSE:CMI) and its peers.
In a landmark decision that bridges the gap between massive AI compute demands and sustainable energy solutions, Bloom Energy (NYSE: BE) shares skyrocketed by more than 18% in early trading on January 8, 2026. The surge follows the final regulatory approval for a colossal 1.8-gigawatt (GW) AI data center
As of January 8, 2026, the landscape of high-performance computing (HPC) has undergone a tectonic shift, and few companies embody this transformation more than Applied Digital (Nasdaq: APLD). Once a niche player in the cryptocurrency hosting space, Applied Digital has successfully repositioned itself as a critical backbone for the generative AI revolution. The company is [...]
Digital infrastructure provider Applied Digital (NASDAQ:APLD) announced better-than-expected revenue in Q4 CY2025, with sales up 98.2% year on year to $126.6 million. Its non-GAAP loss of $0 per share was significantly above analysts’ consensus estimates.
Digital infrastructure provider Applied Digital (NASDAQ:APLD) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 98% year on year to $126.6 million. Its non-GAAP loss of $0 per share was significantly above analysts’ consensus estimates.
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at REV Group (NYSE:REVG) and its peers.
As the final trading days of 2025 wind down, Bernstein has signaled a major shift in the industrial landscape, significantly raising its price target for Caterpillar Inc. (NYSE: CAT). Analyst Chad Dillard increased the firm's target to $630 from a previous $557, a move that underscores a growing conviction that
The U.S. trailer market has entered a definitive "stay afloat" mode as 2025 draws to a close. According to the latest data from ACT Research, preliminary net trailer orders for November 2025 plummeted to just 13,000 units—a staggering 37% decline compared to the same period last year
Date: 12/16/2025 1. Introduction Applied Digital Corporation (NASDAQ: APLD) has rapidly emerged as a pivotal digital infrastructure provider, strategically pivoting to become a significant player in the high-performance computing (HPC) and artificial intelligence (AI) industries. Founded in 2020, the company initially focused on data center hosting for cryptocurrency mining. However, a transformative shift in the [...]
