Grégoire Legrand

Frontdoor, Inc. : The Home Warranty Leader Rebuilding Its Growth Engine

An AC that fails in July, a water heater that floods the garage, a fridge that dies before Thanksgiving: sooner or later, every homeowner pays for a repair. Frontdoor has built a $2.1 billion business on that certainty. The Memphis-based company is the largest U.S. home warranty provider, with over 2.1 million members served by roughly 17,000 independent contractors, and through its 2-10 Home Buyers Warranty acquisition it now covers about one in six new U.S. homes. Frontdoor is today one of the most consistent earnings stories in consumer services.

November 04, 2026 at 02:20 am

The JM Smucker Company : Brewing Its Way Back

Behind every can of Folgers, jar of Jif and frozen Uncrustables sandwich sits a 129-year-old Ohio company that spent three years digesting a $5.4 billion bet on Twinkies. Yet coffee pricing power, a billion-dollar sandwich brand and a fast-shrinking debt load are turning a painful chapter into a cash-generation story. Let's take a closer look.

November 03, 2026 at 03:12 am

EMCOR Group, Inc. : Wiring the AI Economy

Behind every AI data center sit thousands of tons of switchgear, chillers, cable trays and process piping, and someone has to install them. eader in mechanical and electrical construction and building services: it installs and maintains the power, cooling, fire protection and control systems that data centers, chip plants, hospitals and water utilities depend on. EMCOR has turned that unglamorous job into one of the most profitable growth stories in U.S. construction.

October 08, 2026 at 03:42 am

Extra Space Storage Inc. : The Storage Recovery

Having absorbed the largest wave of new self-storage construction in the sector's history, Extra Space Storage is regaining pricing power. The Salt Lake City REIT, whose roots go back to 1977, is the largest self-storage operator in the United States, with 4,410 stores and about 341 million rentable square feet in 42 states and Washington, D.C. In Q2 2026 it grew Core FFO per share by 4.9% while its two largest listed peers reported declines, and it raised its full-year guidance.

September 30, 2026 at 03:09 am

Garmin Ltd. : The Price of Premium Watches

Three years ago the question was whether Garmin had lost its way. The answer arrived in the numbers: revenue has grown by roughly half since 2023, operating income has climbed to records, and the company now expects to cross the $8 billion revenue mark in 2026, all without borrowing a single dollar. Let's take a closer look.

September 30, 2026 at 03:08 am

Axon Enterprise, Inc. : Priced for Doubt, Built for Scale

Founded in 1993 as a stun-gun maker, Axon now positions itself as "the operating system for public safety". Its hardware connects police officers, emergency responders and other professionals to a cloud platform that stores evidence, drafts reports and coordinates responses. In 2025, revenue reached a record $2.78 billion, marking four consecutive years of growth above 30%. For investors, the question is whether Axon can turn that growth into sustainable earnings and whether its current valuation already reflects the risks.

September 28, 2026 at 02:59 am

Karooooo Ltd. : Intelligence in Motion

Karooooo Ltd is a Singapore-headquartered operational intelligence company, listed on Nasdaq and the Johannesburg Stock Exchange, built around Cartrack, a subscription platform that connects around 2.8 million vehicles and mobile assets across more than 20 countries, and Karooooo Logistics, a fast-growing last-mile delivery marketplace. Let's take a closer look.

September 28, 2026 at 02:58 am

Analyst recommendations: Micron Technology, Lockheed Martin, Airbnb, Johnson Controls International, The Allstate 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.

August 07, 2026 at 06:29 am

The U.S. jobs report, Kevin Warsh, and the Fed in focus

Wall Street is watching one question closely: will new Fed Chair Kevin Warsh push for a rate hike in September? July's U.S. jobs report, due later today, could reshape those expectations. Meanwhile, technology stocks staged a strong after-hours rebound, and tensions continue to rise in the Persian Gulf.

August 07, 2026 at 06:29 am

Gold rallies as chip stocks come under pressure

On the surface, markets are drifting into the usual late-summer lull. Underneath, however, there's still plenty of movement: gold has surged 5%, Brent crude has slipped below $80 a barrel, and earnings season continues to drive sharp swings in individual stocks.

August 06, 2026 at 09:15 am

Analyst recommendations: AppLovin, Emerson Electric, Roblox, Flutter Entertainment, HubSpot...

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.

August 06, 2026 at 08:54 am

Summer bargain hunting fueled the tech rally

Just one week after breaking below key technical support levels, markets have staged a sharp rebound. The Nasdaq has climbed nearly 10%, semiconductor stocks are up more than 16%, and France's CAC 40 has reached another record high. An unexpected catalyst: the return of Scott Bessent. Meanwhile, SpaceX stumbled in its first earnings report as a public company.

August 05, 2026 at 07:44 am

Analyst recommendations: Palantir Technologies, McDonald's, Booking Holdings, Arista Networks, Amgen...

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.

August 05, 2026 at 07:29 am

Wall Street Bets on the Magnificent Seven Again

U.S. mega-cap tech stocks are back in the driver's seat, pushing American indexes closer to record highs. Europe is also flirting with uncharted territory. The next big test of investors' appetite for risk comes after today's market close, when SpaceX reports its first quarterly earnings as a public company.

August 04, 2026 at 08:09 am

Analyst recommendations: Walmart, Palantir Technologies, Cigna, Marriott International, Bank of New York Mellon 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.

August 04, 2026 at 07:50 am

Is everything under control?

The bleeding in semiconductors seems to have stopped on the equity markets, which finished July stronger than they started it. There's still a solid run of earnings this week to keep the market busy, before the usual mid-August lull. In the Middle East, the tension gauge is trending lower, with talks set to resume this afternoon between Tehran and Washington.

August 03, 2026 at 08:34 am

Analyst recommendations: Chevron, Linde, RTX, Colgate-Palmolive, American Electric Power...

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.

August 03, 2026 at 07:57 am

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