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  • Cardinal Health (CAH) Is More Than a Low-Margin Drug Distributor

    Why Cardinal Health should not be judged as a simple wholesaler Cardinal Health (CAH) is easy to dismiss if investors... The post Cardinal Health (CAH) Is More Than a Low-Margin Drug Distributor first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 21:57

  • Aon (AON) Has a Risk-and-Human-Capital Platform the Broker Label Misses

    Why Aon should be viewed as more than an insurance broker Aon plc. (AON) is often grouped with insurance brokers,... The post Aon (AON) Has a Risk-and-Human-Capital Platform the Broker Label Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 21:36

  • Republic Services (RSG) Is Really a Pricing-and-Network Compounder

    Why Republic Services is more than a waste hauler Republic Services can look deceptively simple from a distance. Trash still... The post Republic Services (RSG) Is Really a Pricing-and-Network Compounder first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 21:32

  • Why CAVA Group Is Dropping 5.7%: Argus Research Upgrades to Buy

    CAVA shares tumbled 5.7% Thursday to close at $77.51 despite a bullish call from Argus Research, signaling investor caution around the Mediterranean fast-cas... The post Why CAVA Group Is Dropping 5.7%: Argus Research Upgrades to Buy first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 20:33

  • Cheniere Energy (LNG) Has a Contracted Cash-Generation Story the Gas Price Debate Misses

    Why Cheniere should be viewed as more than a natural-gas price trade Cheniere is often treated like a way to... The post Cheniere Energy (LNG) Has a Contracted Cash-Generation Story the Gas Price Debate Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 20:06

  • Becton Dickinson (BDX) Still Has an Installed-Base and Workflow Story Investors Underrate

    Why Becton Dickinson should be viewed as more than a single-product medtech story Becton Dickinson (BDX) is often discussed through... The post Becton Dickinson (BDX) Still Has an Installed-Base and Workflow Story Investors Underrate first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 19:57

  • Parker-Hannifin (PH) Has an Aftermarket and Aerospace Mix the Industrial Label Misses

    Why Parker-Hannifin should be viewed as more than a cyclical industrial Parker-Hannifin is easy to misclassify as just another industrial... The post Parker-Hannifin (PH) Has an Aftermarket and Aerospace Mix the Industrial Label Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 19:41

  • Mastercard (MA) Still Has a Cross-Border and Services Engine the Regulation Debate Misses

    Why Mastercard should be viewed as more than a card-fee story Mastercard (MA) is often framed as a toll collector... The post Mastercard (MA) Still Has a Cross-Border and Services Engine the Regulation Debate Misses first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 19:38

  • Okta Jumps 7.6% After Cantor Fitzgerald Maintains Overweight

    Okta shares surged Thursday, climbing 7.6% to $96.29 after Cantor Fitzgerald upgraded the identity management software provider and raised its price target b... The post Okta Jumps 7.6% After Cantor Fitzgerald Maintains Overweight first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 19:33

  • Capri Holdings Jumps 5.7% After Wells Fargo Maintains Equal-Weight

    Capri Holdings Limited surged 5.7% on Thursday, closing at $19.32, despite mixed analyst actions that lowered price targets at two major firms. The luxury g... The post Capri Holdings Jumps 5.7% After Wells Fargo Maintains Equal-Weight first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 18:36

  • Eli Lilly and Jumps 5.5% After B of A Securities Maintains Buy

    Eli Lilly and Company shares surged 5.5% Thursday to close at $1142.86, powered by a bullish analyst upgrade from B of A Securities that lifted its price tar... The post Eli Lilly and Jumps 5.5% After B of A Securities Maintains Buy first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 18:36

  • S&P Global (SPGI) Has an Essential-Intelligence Moat the Cycle Alone Cannot Explain

    Why S&P Global should be viewed as an information workflow platform, not just a ratings cycle trade S&P Global is... The post S&P Global (SPGI) Has an Essential-Intelligence Moat the Cycle Alone Cannot Explain first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 17:47

  • Macy’s Jumps 5.8% Amid Sector-Wide Rally

    Macy's surged 5.8% Thursday as a sector-wide rally lifted retail stocks across the board. Shares of the department store operator climbed to $22.28 on volum... The post Macy’s Jumps 5.8% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 17:38

  • Zoetis (ZTS) Still Has an Animal Health Franchise Worth Looking Through the Noise

    Why Zoetis should be viewed as an animal-health platform, not a one-category pet trade Zoetis is easy to reduce to... The post Zoetis (ZTS) Still Has an Animal Health Franchise Worth Looking Through the Noise first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 17:39

  • Eaton (ETN) Has a Power Backlog Story That Looks Built to Last

    Why Eaton should be viewed as an electrical power compounder, not a plain industrial cycle trade Eaton is still often... The post Eaton (ETN) Has a Power Backlog Story That Looks Built to Last first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 17:41

  • Mercury Systems Jumps 7.5% Amid Sector-Wide Rally

    Mercury Systems soared 7.5% Thursday as a broad rally swept across aerospace and defense sector peers. The defense technology company's shares jumped to $10... The post Mercury Systems Jumps 7.5% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 17:35

  • Charles River Laboratories International Jumps 7.9% in Broad Rally

    Charles River Laboratories International surged 7.9% on Thursday as a broad rally lifted diagnostics and research sector peers across the board. The stock c... The post Charles River Laboratories International Jumps 7.9% in Broad Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 17:35

  • Dollar Tree (DLTR) Q1 FY26 ernings beat estiamtes; lifts full-year guidance

    Retail giant Dollar Tree, Inc. (NASDAQ: DLTR) reported higher sales and profit for the first quarter of fiscal 2026, and... The post Dollar Tree (DLTR) Q1 FY26 ernings beat estiamtes; lifts full-year guidance first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:48

  • IQVIA Holdings Jumps 5.7% Amid Sector-Wide Rally

    IQVIA Holdings Inc. surged 5.7% on Thursday, May 28, 2026, riding a powerful rally that swept across diagnostics and research sector peers. The stock closed... The post IQVIA Holdings Jumps 5.7% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:41

  • Repligen Jumps 6.2% Amid Sector-Wide Rally

    Repligen Corporation surged 6.2% on Thursday to close at $120.24, riding a strong wave across the medical instruments and supplies sector as seven peers post... The post Repligen Jumps 6.2% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:42

  • ServiceNow (NOW) Jumps 6.3% to $108.55

    ServiceNow shares jumped Thursday as investors reacted to Snowflake's enterprise AI momentum and AWS partnership announcement, signaling broader tailwinds fo... The post ServiceNow (NOW) Jumps 6.3% to $108.55 first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:43

  • Axon Enterprise Jumps 9.0% Amid Sector-Wide Rally

    Axon Enterprise surged 9.0% on Thursday, closing at $426.65 as a broad rally lifted the aerospace and defense sector. The Nasdaq-listed company joined a coh... The post Axon Enterprise Jumps 9.0% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:44

  • Why Synopsys Is Dropping 7.7%: B of A Securities Maintains Buy

    Synopsys shares tumbled 7.7% Thursday to $485.39 despite a wave of bullish analyst actions that raised price targets by an average of 7.3%. The software inf... The post Why Synopsys Is Dropping 7.7%: B of A Securities Maintains Buy first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:37

  • Ollie’s Bargain Outlet Holdings Jumps 5.3% Amid Sector-Wide Rally

    Ollie's Bargain Outlet Holdings surged 5.3% Thursday as a broad rally swept across sector peers, lifting the discount retailer to $82.80 per share. The stoc... The post Ollie’s Bargain Outlet Holdings Jumps 5.3% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:39

  • Waters Jumps 5.3% Amid Sector-Wide Rally

    Waters Corporation surged 5.3% Thursday to close at $360.34, riding a powerful rally that swept across the diagnostics and research sector. The stock jumped... The post Waters Jumps 5.3% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-28, 16:40
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