Grégoire Legrand

Owens Corning : A Higher-Quality Building Products Company

Founded in 1938 and headquartered in Toledo, Ohio, Owens Corning is a leading building products company focused on roofing, insulation, and residential door systems. The company operates in 31 countries with approximately 25,000 employees. Over the past two years, Owens Corning has reshaped its portfolio through the acquisition of Masonite and the divestiture of its Glass Reinforcements business, transforming itself into a more focused building products leader.

July 20, 2026 at 02:05 am

AppLovin Corporation : One Engine, No Games

AppLovin, founded in 2011, is a mobile advertising technology company based in Palo Alto, California. It builds the AI-driven infrastructure that connects advertisers with the users most likely to engage, and helps publishers get the best price for their ad inventory, all running through auctions that clear in microseconds. Once known as much for the mobile games it published as for its ad tech, the company sold off its entire Apps division in 2025 to become a pure advertising platform. Let's take a closer look.

July 20, 2026 at 12:32 am

Interactive Brokers Group, Inc. : The Automation Advantage in Electronic Brokerage

Interactive Brokers is a leading online broker offering access to stocks, options, futures, currencies, bonds, funds, and cryptocurrencies across more than 170 market centers in 40 countries and 29 currencies. The platform serves 4.8 million client accounts holding $789.4 billion in client equity. Let's take a closer look.

July 15, 2026 at 01:23 am

HealthEquity, Inc. : Saving Americans One HSA at a Time

Founded in 2002, HealthEquity has built its business around a simple premise: help Americans spend and save smarter on healthcare through tax-advantaged accounts. With employer healthcare costs hitting $25,000 per employee in 2026 - up 9% YoY - and one in three adults having skipped or postponed care due to cost, the company's value proposition has never been more timely. Let's take a closer look.

June 21, 2026 at 09:01 pm

Allegion plc : Security Everywhere

Allegion is a Dublin-headquartered security products company spun out of Ingersoll Rand in 2013, built around a portfolio of category-defining brands - Schlage, Von Duprin, CISA, SimonsVoss - that together cover everything from mechanical locks and exit devices to cloud-based access control. With $4.1 billion in 2025 revenue split across Americas and International segments, the company sits at the center of a long-cycle shift from mechanical to electronic access solutions. Let's take a closer look.

June 21, 2026 at 07:59 pm

Corpay, Inc. : 1% of Everything

Founded in 1986 and headquartered in Atlanta, Georgia, Corpay - formerly known as FLEETCOR Technologies - has grown from a fuel card provider into a global business payments platform. Today, the company operates across three core markets - Employee Payments, B2B Payments, and Cross-Border Payments - serving businesses ranging from SMBs to large enterprises with tools for spend management, AP automation, and international transactions across 145 currencies and 35+ countries. Let's take a closer look.

June 09, 2026 at 03:26 am

Paccar, Inc. : Built for the Trough

PACCAR traces its origins to January 25, 1905, when William Pigott Sr. founded the Seattle Car Manufacturing Company to build railway and logging equipment - pivoting to trucks only after a 1917 merger created the Pacific Car and Foundry Company, and adopting the PACCAR name in 1971. It builds Kenworth and Peterbilt in North America, DAF in Europe. As of Q4 2025, the company has posted 87 consecutive years of net profit - through World War II, the oil crises, 2008, and COVID. Let's take a closer look.

May 27, 2026 at 03:12 am

WEX Inc. : Three Segments, One Edge

WEX is a Portland, Maine-based global commerce platform that processes hundreds of billions of dollars in transactions annually across three segments: Mobility (fleet payment solutions), Corporate Payments (B2B virtual card solutions), and Benefits (employee health account administration). It now benefits from WEX Bank, an FDIC-insured industrial bank in Utah - that provides access to low-cost deposit funding unavailable to most competitors.

May 18, 2026 at 03:27 am

Planet Fitness, Inc.: The Budget Gym Flexing Its Muscles

Founded in 1992 in Dover, New Hampshire, Planet Fitness has grown into one of the most recognizable fitness brands in the world. It's a franchisor: roughly 90% of its 2,896 clubs are independently owned and operated, meaning the company collects royalties, fees, and mandatory equipment placements - combined with a membership model priced to reach consumers who have historically never held a gym membership. At the end of 2025, the group served approximately 20.8 million members across the United States, Canada, Australia, Mexico, Panama, and Spain, making it the largest gym operator in North America by membership count.

May 18, 2026 at 03:25 am

A lot of noise, little impact?

The Middle East conflict may have cooled, but the situation remains far from resolved. Markets continue to swing between concerns over elevated oil prices and relentless enthusiasm for anything tied to AI. Investors are also navigating one of the busiest stretches of earnings season while waiting for this afternoon's US Nonfarm payrolls (NFP) report, which could shape expectations for both the economy and Federal Reserve policy heading into the summer.

May 08, 2026 at 08:52 am

Analyst recommendations: Airbnb , Citigroup , The Walt Disney Company , Block, Cloudflare...

Every morning, find a selection of analysts' recommendations covering North America. 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.

May 08, 2026 at 08:38 am

The Rally Spreads

Financial markets are increasingly betting on a resolution to the Middle East crisis. Several European indexes gained more than 2% yesterday, marking one of the strongest sessions of the year. Meanwhile, Wall Street keeps pushing higher, driven by strong enthusiasm around AI, solid first-quarter earnings, and growing optimism that tensions with Iran may ease.

May 07, 2026 at 08:50 am

Analyst recommendations: Amazon, The Walt Disney Company, Uber Technologies, Fortinet, DoorDash...

Every morning, find a selection of analysts' recommendations covering North America. 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.

May 07, 2026 at 08:34 am

Investors Can't Get Enough of Chips

The market's obsession with semiconductors is still going full speed, and right now almost nothing else comes close. The latest proof: the iShares Semiconductor ETF is up 60% since January 1, Samsung just crossed the $1 trillion market cap mark, and AI-related names continue to dominate investor attention. Meanwhile, oil prices are easing despite all the ongoing noise around the Strait of Hormuz.

May 06, 2026 at 08:47 am

Analyst recommendations: AMD, KKR, PayPal Holdings, Arista Networks, and TransDigm Group.

Every morning, find a selection of analysts' recommendations covering North America. 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.

May 06, 2026 at 08:24 am

It's kicking off, but they're still talking

The renewed saber-rattling between the United States and Iran, along with a few exchanges of fire, has pushed oil prices higher and increased tension across financial markets. Europe has taken the biggest hit, especially as the White House has threatened to reinstate 25% tariffs on auto imports from the region. The main story still centers on oil prices and the pull of AI.

May 05, 2026 at 09:18 am

Analyst recommendations: Amazon, Chevron, Vertex Pharmaceuticals, Palantir Technologies, Aon Corporation...

Every morning, find a selection of analysts' recommendations covering North America. 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.

May 05, 2026 at 08:46 am

A real turning point - or just more noise?

Will the United States push its way through the Strait of Hormuz? That's the latest question driving markets after new signals from the White House. At the same time, AI keeps powering ahead and earnings season rolls on.

May 04, 2026 at 09:21 am

Analyst recommendations: Apple, ConocoPhillips, Stryker Corporation, Parker-Hannifin, Equinix

Every morning, find a selection of analysts' recommendations covering North America. 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.

May 01, 2026 at 09:16 am

Coherent Corp. : A Photonics Giant at an Inflection Point

Founded in 1971 and headquartered in Saxonburg, Pennsylvania, Coherent operates across more than 20 countries, serving industry-leading customers in datacenter, communications, and industrial markets. Over the past several years, the company has executed a deliberate transformation from a diversified industrial conglomerate into a focused photonics and optics powerhouse. Let's take a closer look.

April 29, 2026 at 02:43 am

Darling Ingredients Inc. : Waste to Value

Founded in 1882 and headquartered in Irving, Texas, Darling Ingredients collects what the food industry discards - animal by-products, used cooking oil, bakery waste - and converts it into protein meals, collagen, renewable fuel feedstocks, and fertilizers. It operates over 260 facilities across five continents and generated $6.1 billion in revenues in 2025. Let's take a closer look.

April 29, 2026 at 02:42 am