Royal Bank of Canada (RY)

Salesforce said it has agreed to buy data-management software maker Informatica in an all-stock deal valued at $8 billion.

RBC Bearings (NYSE:RBC) is a quality stock with strong ROIC, EBIT growth, and profit quality, though its valuation remains high. Ideal for long-term investors.

An Informatica deal could come at a lower prices, but still pressure Salesforce stock.

The company projected its net sales in the range of $830 million to $870 million, below Wall Street’s estimated $906.9 million.

Last week, Jefferies said that the company’s Civil segment will face a "destocking" tied to early simulator shipments due to delayed aircraft and a sluggish U.S. hiring environment.

RBC Capital noted that ResMed now has “a number of competitive threats on the horizon."

The two companies dominate the home improvement retail space, a category where consumer spending typically rises during periods of strong economic confidence.

Truist Securities analyst revised price forecast on RBC Bearings to $405, keeping Buy rating. Q4 EPS beat, sales missed. Q1 sales expected to be $424M-$434M.

Bearings manufacturer RBC Bearings (NYSE:RBC) missed Wall Street’s revenue expectations in Q1 CY2025, but sales rose 5.8% year on year to $437.7 million. Next quarter’s revenue guidance of $429 million underwhelmed, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $2.83 per share was 4.7% above analysts’ consensus estimates.

Bearings manufacturer RBC Bearings (NYSE:RBC) will be announcing earnings results tomorrow before market open. Here’s what to expect.

The announcement follows a slew of price cuts from analysts after the company’s second-quarter outlook disappointed Wall Street.

At least two research firms said the stock may have bottomed following the “latest in a string of setbacks.”

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Trade Desk stock rose after the digital advertising firm rebounded with a better-than-expected Q1 after lowering expectations in early 2025. 

Analysts warn that while Palantir's execution is impressive, concerns remain that its stock trades at a valuation difficult to justify without further acceleration.

The company reported a strong start for its newest drug, Crenessity, which treats a hormonal disorder involving the adrenal glands.

The company paused a study of a cystic fibrosis treatment, right on the heels of a scrapped type 1 diabetes program.