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ATI Targets $1.35B EBITDA Run Rate as Aerospace, Defense Near 70% of Sales
MarketBeat3d agoneutral
ATI Targets $1.35B EBITDA Run Rate as Aerospace, Defense Near 70% of Sales

ATI (NYSE:ATI) has transformed its portfolio toward aerospace and defense markets, with those end markets now representing about 70% of total revenue, President and CEO Kim Fields said during a Morgan Stanley aerospace and defense conference panel. Fields said the company’s shift began in 2019, whe

1 Software Stock to Keep an Eye On and 2 We Ignore
StockStory3d agoneutral
1 Software Stock to Keep an Eye On and 2 We Ignore

Software is rapidly reducing operating expenses for businesses. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 39.7% return has topped the S&P 500 by 21.7 percentage points.

2 Large-Cap Stocks on Our Buy List and 1 We Question
StockStory3d agobullish
2 Large-Cap Stocks on Our Buy List and 1 We Question

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Philip Morris International (PM) Lifts Quarterly Dividend 8.8% To $6.40 Annualized
Simply Wall St.3d agoneutral
Philip Morris International (PM) Lifts Quarterly Dividend 8.8% To $6.40 Annualized

Philip Morris International (NYSE: PM) announced a significant increase in its regular quarterly dividend on 21 September 2026. The revised payout applies to the upcoming dividend cycle, affecting shareholders of record as of the next declared date. Management described the higher dividend as aligned with the board's view of the business's cash generation and financial position. This larger regular quarterly dividend is important to weigh alongside the rest of our analysis on Philip Morris...

Zscaler (ZS) Debuts Agentic SOC For AI Driven Security Operations
Simply Wall St.3d agoneutral
Zscaler (ZS) Debuts Agentic SOC For AI Driven Security Operations

Zscaler (NasdaqGS: ZS) announced the launch of its Agentic SOC AI-driven security operations platform on 22 September 2026. The new Agentic SOC product is built in collaboration with frontier AI labs Anthropic and OpenAI to address complex cyber threats. Agentic SOC is designed to automate core security operations centre workflows so large enterprises can respond to incidents at machine speed. There is more to Zscaler's story than the Agentic SOC launch, including other factors that matter...

Veeco Instruments (VECO), Why Is The Story Getting More Complicated?
Simply Wall St.3d agoneutral
Veeco Instruments (VECO), Why Is The Story Getting More Complicated?

Veeco Instruments (VECO) has drawn fresh attention after its recent share move, with the price closing at US$44.36. Short term trading performance now sits alongside a longer record of mixed returns. Recent trading has been choppy for Veeco Instruments, with the 7-day share price return of 8.5% coming after a 30-day decline of 7.31% and a much steeper 90-day fall of 37.66%. At the same time, the year-to-date share price return of 45.25% and 1-year total shareholder return of 49.86% point to...

Apple Pendant? Tim Cook, Eddy Cue Also Reportedly Throwing Weight Behind Another Mystery Device, Says This Analyst
Benzinga3d agoneutral
Apple Pendant? Tim Cook, Eddy Cue Also Reportedly Throwing Weight Behind Another Mystery Device, Says This Analyst

Apple Inc. (NASDAQ:AAPL) is reportedly working on a new screen-free fitness tracker and an AI-heavy pendant to broaden its wearable lineup beyond the Apple Watch. Apple Tests Screen-Free Fitness Tracker The screen-free health and fitness tracker will resemble Whoop’s bands, according to Bloomberg’s Mark Gurman. The tech giant has reportedly developed prototypes, but nothing is certain yet. The device could have a fabric band with sensors that monitor heart rate and other health metrics. Accordin

Why Palo Alto Networks (PANW) Is Getting Fresh Attention
Simply Wall St.3d agoneutral
Why Palo Alto Networks (PANW) Is Getting Fresh Attention

Palo Alto Networks (PANW) is back in focus after Bernstein cut its rating to Market Perform, citing rich valuation multiples. At the same time, demand for the company’s AI security platforms remains a key talking point. The recent downgrade landed after a powerful run, with Palo Alto Networks posting a 90‑day share price return of 31.31% and a year to date share price gain of 108.83%. The 1‑year total shareholder return of 84.29% and 5‑year total shareholder return of 371.80% point to...

AeroVironment And 2 Top Automation Stocks To Watch
Simply Wall St.3d agoneutral
AeroVironment And 2 Top Automation Stocks To Watch

Rising interest rates from the Federal Reserve are lifting borrowing costs and putting pressure on labour heavy business models. That creates a clear opening for companies that can replace repetitive work with machines and software. Automation leaders are selling not just robots but cost control, resilience and productivity. This article highlights three stocks from our focused robotics and automation shortlist that aim to turn that shift into long term business growth. The three robotics...

3 High Quality Dividend Stocks For Steady Income In Higher Rate Markets
Simply Wall St.3d agoneutral
3 High Quality Dividend Stocks For Steady Income In Higher Rate Markets

Rate hikes, stubborn inflation and policy headlines are reshaping the income corner of the market, and that mix is putting high-quality dividend-paying stocks in the spotlight for investors who care about both cash flow and resilience. Miss the right opportunities and you risk watching others collect steady payouts while you sit on the sidelines. This article walks through three stocks from our screener that appear positively exposed to these shifts at the moment. The three individual stocks...

Symbotic (SYM) Could Be 30% Undervalued On Its Automation Growth Story
Simply Wall St.3d agoneutral
Symbotic (SYM) Could Be 30% Undervalued On Its Automation Growth Story

Symbotic (SYM) sits in focus after a recent move in its share price, with the stock closing at US$45.07. Investors are weighing that level against the firm’s warehouse automation profile. Recent trading has been brisk for Symbotic, with a 1-day share price return of 2.53% at US$45.07 and a 30-day share price gain of 12.59%. However, the year-to-date share price is still down 30.52%, while the 5-year total shareholder return of about 359% points to longer term momentum that has not fully...

Walt Disney (DIS) Picks Its First CTO In Broad Leadership Reset
Simply Wall St.3d agoneutral
Walt Disney (DIS) Picks Its First CTO In Broad Leadership Reset

Walt Disney (NYSE:DIS) has created a new Chief Technology Officer role and hired Karandeep Anand to fill the position. Anand is joining Disney with several team members from Character.AI to support the group’s technology and product agenda. Disney has reshaped its leadership in streaming and content, naming Adam Smith Chairman of Direct-to-Consumer and Joe Earley President, Disney Entertainment Television Franchise and Content Strategy. The new CTO post and leadership reshuffle around...