In the fourth quarter, Revolve's stock rose as its revenue met expectations with a 4.4% year-over-year increase. In fiscal second quarter 2026, Haemonetics delivered strong performance, raising guidance and posting margin gains that signal operational discipline. CHWY shares declined in September after the company reported elevated selling, general, and administrative expenses.
During the quarter, we initiated new positions in nLIGHT, Guardant Health and Cellebrite. We also added to Bruker, Hexcel and Penumbra during the quarter. Along with Insmed, we also ended our investment campaigns in Integer Holdings and SharkNinja during the quarter.
HANAU, Germany--(BUSINESS WIRE)---- $BRKR #BRKR--The Bruker Energy & Supercon Technologies (BEST) division, a segment of Bruker Corporation (Nasdaq: BRKR), today announced two multi-year supply agreements for Bruker's latest superconductors, which are used by global radiology companies to build their next generations of magnetic resonance imaging (MRI) magnets. The combined order value of the t...
Bruker is positioned for strong FY26 growth, driven by backlog, end-market recovery, and high-margin semiconductor orders. BRKR should see margin expansion from cost reductions, improved pricing, favorable mix, and easing M&A-related dilution. The stock trades at a significant discount to historical and peer valuations, despite expectations of double-digit EPS growth from FY26 onward.
THUN, Switzerland--(BUSINESS WIRE)---- $BRKR #BRKR--Bruker Corporation (Nasdaq: BRKR) today announced the acquisition of an additional 60% ownership stake in TOFWERK AG, a Switzerland-based innovator in ultra-fast time-of-flight (TOF) mass spectrometry technology for small molecule applied markets, consolidating Bruker's ownership to 100%. The transaction adds ultra-fast TOF-MS technology for s...
BILLERICA, Mass.--(BUSINESS WIRE)---- $BRKR #BRKR--Bruker Corporation (Nasdaq: BRKR) announced today it will participate in the 45th annual J.P. Morgan Healthcare Conference in San Francisco. Senior leadership will present on behalf of the Company on Monday, January 12th, 2026 at 9:00 AM Pacific Standard Time. A live audio webcast of the presentation will be available on the Investor Relations ...
Utah-based Grandeur Peak Global Advisors sold 709,697 shares of Bruker in the third quarter. The estimated position value declined by $29.54 million from the previous period.
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