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| 12.01.26 15:30:18 |
Welche Aktien waren am aktivsten? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a summary of the provided text, followed by the German translation.
**Summary (600 words max)**
This report details the most actively traded stocks on the Nasdaq Composite, NYSE, and NYSE American exchanges as of [Date - assumed to be recent based on data]. It highlights the top stocks by volume, providing key market data including volume, high, low, last price change, and relevant percentages.
**Key Observations – Nasdaq:**
The Nasdaq's top performers demonstrate a significant concentration in several sectors, primarily technology, automotive, pharmaceuticals, and materials. Notably, **NVIDIA Corp.** stands out with considerable volume, reflecting strong investor interest in the semiconductor industry. **Tesla Inc.** also exhibits substantial trading activity, driven by ongoing demand for its electric vehicles and energy solutions. **Apple Inc.** is a heavy player in the Nasdaq, indicating significant investor attention. Several biotech companies, including **Ping An Biomedical Co. Ltd.** and **Biodesix Inc.**, have seen elevated trading volumes. **Datavault AI Inc.** has emerged as a rising star with impressive trading volume, representing increased investment in Artificial Intelligence. The inclusion of **Bitfarms Ltd.** and **Eos Energy Enterprises Inc.** demonstrates growing interest in the cryptocurrency and renewable energy sectors respectively.
**Key Observations – NYSE:**
The NYSE’s top stocks similarly reflect the strength of several key sectors. **Redwire Corp.** witnessed high trading volume, likely due to sector trends. **AMC Entertainment Holdings Inc.** and **Wheels Up Experience Inc.** showed noteworthy activity and were impacted by market trends. **NuScale Power Corp.** was a significant player indicating a strong interest in the energy sector.
**Notable Trends & Sectors:**
Several notable trends emerge:
* **Technology Dominance:** Technology companies, including NVIDIA, Apple, Alphabet, Qualcomm, and others, consistently dominate the most active stock lists, highlighting the sector's continued importance in the market.
* **Emerging Technologies:** Investments in artificial intelligence (Datavault AI), cryptocurrency (Bitfarms), and renewable energy (Eos Energy) are growing.
* **Biotech Interest:** The trading volume of several biotech firms suggests ongoing investor interest in healthcare innovation.
* **Sector-Specific Trends:** Trends within specific sectors (e.g., automotive with Tesla, automotive with Redwire) drive trading activity.
**Data Limitations:**
It is important to note that this report reflects a snapshot of trading activity at a specific point in time. Market conditions can shift rapidly, and this information should be considered within the broader context of the financial market.
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**German Translation (600 words max)**
**Zusammenfassung (max. 600 Wörter)**
Dieser Bericht gibt einen Überblick über die am aktivsten gehandelten Aktien an der Nasdaq Composite, NYSE und NYSE American zum [Datum – basierend auf den Daten als aktuelles Datum angenommen] . Er beleuchtet die Top-Aktien nach Handelsvolumen und bietet wichtige Marktdaten, einschließlich Volumen, Höchst-, Tiefst-, zuletzt gemachter Preisänderung und relevanter Prozentsätze.
**Wesentliche Beobachtungen – Nasdaq**
Die Top-Performer der Nasdaq konzentrieren sich deutlich auf mehrere Sektoren, vor allem Technologie, Automobil, Pharmazie und Materialien. **NVIDIA Corp.** sticht mit seinem beträchtlichen Handelsvolumen hervor und spiegelt das starke Interesse der Anleger in der Halbleiterindustrie wider. **Tesla Inc.** weist ebenfalls erhebliche Handelsaktivitäten auf, die durch die anhaltende Nachfrage nach seinen Elektrofahrzeugen und Energiesystemen getrieben werden. **Apple Inc.** ist ein wichtiger Akteur an der Nasdaq und zeigt die Aufmerksamkeit der Anleger. Mehrere Biotech-Unternehmen, darunter **Ping An Biomedical Co. Ltd.** und **Biodesix Inc.**, haben ein erhöhtes Handelsvolumen erlebt. **Datavault AI Inc.** hat sich als aufstrebendes Star mit beeindruckendem Handelsvolumen etabliert und repräsentiert die zunehmende Investition in künstliche Intelligenz. Die Aufnahme von **Bitfarms Ltd.** und **Eos Energy Enterprises Inc.** zeigt das wachsende Interesse an den Bereichen Kryptowährungen und erneuerbare Energien.
**Wesentliche Beobachtungen – NYSE**
Die Top-Aktien der NYSE spiegeln ebenfalls die Stärke mehrerer Schlüsselbereiche wider. **Redwire Corp.** erfuhr ein hohes Handelsvolumen, was wahrscheinlich auf Sektortrends zurückzuführen ist. **AMC Entertainment Holdings Inc.** und **Wheels Up Experience Inc.** zeigten bemerkenswerte Aktivitäten und wurden von Markttrends beeinflusst. **NuScale Power Corp.** war ein bedeutender Akteur und deutet auf ein starkes Interesse im Energiesektor hin.
**Wesentliche Trends & Sektoren**
Mehrere wesentliche Trends zeichnen sich ab:
* **Technologiedominanz:** Technologieunternehmen, darunter NVIDIA, Apple, Alphabet, Qualcomm und andere, dominieren konsequent die Listen der am aktivsten gehandelten Aktien und unterstreichen die anhaltige Bedeutung des Sektors für die Märkte.
* **Aufstrebende Technologien:** Investitionen in künstliche Intelligenz (Datavault AI), Kryptowährungen (Bitfarms) und erneuerbare Energien (Eos Energy) wachsen.
* **Biotech-Interesse:** Das Handelsvolumen mehrerer Biotech-Firmen deutet auf das anhaltende Interesse der Anleger an der Gesundheitsinnovation hin.
* **Sektorbezogene Trends:** Trends innerhalb bestimmter Sektoren (z. B. Automobil mit Tesla, Automobil mit Redwire) treiben die Handelsaktivität voran.
**Datensatzerhebung und -grenzen**
Es ist wichtig anzumerken, dass dieser Bericht einen zeitlichen Schnappschuss der Handelsaktivitäten zu einem bestimmten Zeitpunkt darstellt. Marktbedingungen können sich rasch ändern und diese Informationen sollten im größeren Kontext des Finanzmarktes betrachtet werden.
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| 12.01.26 15:11:00 |
Zacks Industry Outlook Highlights Caterpillar, Terex and Astec Industries |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
For Immediate Release
Chicago, IL – January 12, 2026 – Today, Zacks Equity Research discusses Caterpillar Inc. CAT, Terex Corp. TEX and Astec Industries ASTE.
Industry: Construction - Mining Equipment
Link: https://www.zacks.com/commentary/2813477/3-construction-mining-equipment-stocks-to-watch-despite-industry-headwinds
The Zacks Manufacturing - Construction and Mining industry has been bearing the brunt of the prolonged contraction in the manufacturing sector. Customer spending has also been subdued due to the imposition of tariffs.
Despite this ongoing weakness, increased infrastructure investment in the United States and demand from the mining sector, driven by the energy transition trend, will buoy the industry. Caterpillar Inc., Terex Corp. and Astec Industries are poised to benefit from these trends. These companies' emphasis on introducing technologically advanced products, productivity and efficiency enhancements will aid growth.
Industry Description
The Zacks Manufacturing - Construction and Mining industry comprises companies that manufacture and sell construction, mining and utility equipment. They support customers using machinery in the construction of commercial, institutional and residential buildings, and infrastructure projects.
Their equipment is also utilized in underground mining, drilling, mineral processing and surface mining to extract and haul copper, iron ore, coal, oil sands, aggregates, gold, and other minerals and ores. Their products are varied, including loaders, pavers, dozers, excavators, concrete mixer trucks, crushing, pulverizing and screening equipment, tractors and cranes. Industry participants support oil and gas, power generation, marine, rail and industrial applications through their reciprocating engines, generator sets, gas turbines and turbine-related services.
Trends Shaping the Future of the Manufacturing - Construction and Mining Industry
Prolonged Contraction in Manufacturing Activity Remains Worrisome: The Institute for Supply Management's manufacturing index had been in contraction for 26 consecutive months (with readings below 50) until December 2024. The index showed expansion in January and February, but this recovery was short-lived, with the index slipping into contraction again in March with a reading of 49%.
The index has been in contraction for 10 months and registered 47.9% in December, which was the lowest for the year. The New Orders Index has been in the contraction territory for four straight months in December, with a 47.7% reading. It had shown a brief expansion in August with a 51.4% reading, after six consecutive months of contraction.
Story Continues
Notably, the index has not delivered consistent growth since the end of its 24-month expansion streak in May 2022. Customer spending remains subdued due to the impacts of tariffs.
Energy Transition Trend, Construction Spending to Aid Industry: The intensifying global focus on shifting from fossil fuels to zero emissions will require a large number of commodities, which, in turn, will support mining equipment demand in the years to come. The U.S. government's plans to increase investment in infrastructure construction, particularly in critical subsectors, such as transportation, water and sewerage, and telecommunications, should support demand in the coming years.
Higher Pricing, Cost Cuts to Boost Margins: The industry is facing input cost inflation, transport and logistics costs, and the impact of tariffs. Industry players are focusing on pricing and other actions to improve productivity and efficiency. They are constantly implementing cost-reduction actions, which are likely to help sustain margins in this scenario. The companies are focused on streamlining their operations and realigning around high-growth key markets or customer segments to enhance their performances.
Investments in Digital Initiatives Act as a Key Catalyst: Industry participants are investing in digital initiatives like AI, cloud computing, advanced analytics and robotics. Digital transformation aids organizations in boosting productivity and increasing efficiency, reliability and safety, thereby enriching customer satisfaction. With the pressing need to cut carbon emissions, companies worldwide are relying more on autonomous machinery. Thus, players in the industry are stepping up their research and technological capabilities to bring products equipped with the latest technology into the market.
Zacks Industry Rank Indicates Weak Prospects
The group's Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates dim prospects in the near term. The Zacks Manufacturing - Construction and Mining industry, which is part of the broader Zacks Industrial Products Sector currently, carries a Zacks Industry Rank #191, which places it at the bottom 22% of 244 Zacks industries.
Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
Before we present a few stocks that you may want to consider for your portfolio, let us look at the industry's recent stock-market performance and valuation picture.
Industry Versus Broader Market
The Manufacturing - Construction and Mining industry has outperformed the sector and the Zacks S&P 500 composite over the past year.
Over this period, the industry has grown 63.3% compared with the sector's of 8.3% return. The Zacks S&P 500 composite has moved up 19.2%.
Industry's Current Valuation
The trailing 12-month EV/EBITDA ratio, a commonly used multiple for valuing Manufacturing, Construction and Mining companies, shows that the industry is currently trading at 17.37X compared with the S&P 500's 18.87X and the Industrial Products sector's trailing 12-month EV/EBITDA of 25.7X.
Over the last five years, the industry traded as high as 18.08 and as low as 7.54, with a median of 11.26.
3 Manufacturing - Construction & Mining Stocks to Watch
Caterpillar: The company returned year-over-year revenue growth in third-quarter 2025, following six quarters of declines. This was fueled by volume growth in all its segments. The company also exited the quarter with a record-high backlog of $39.9 billion, which is expected to support its top line in the forthcoming quarters. Over the long term, Caterpillar stands to benefit from increased infrastructure spending under the U.S. Infrastructure Investment and Jobs Act.
The global energy transition is also expected to lift demand for critical minerals, strengthening the outlook for CAT's mining equipment portfolio. Adoption of Caterpillar's autonomous mining fleet continues to accelerate, given their productivity, safety and cost-efficiency benefits. As technology companies establish data centers globally to support their generative AI applications, Caterpillar is witnessing robust order levels for reciprocating engines for data centers.
The company is planning to double its output with a multi-year capital investment. The company recently unveiled Cat AI Assistant — an AI-based solution that allows its customers to engage with Caterpillar's equipment and portfolio of digital applications in more intuitive and powerful ways. CAT shares have gained 23.8% in the past three months.
The Zacks Consensus Estimate for CAT's 2026 earnings has moved north 6% over the past 90 days and indicates year-over-year growth of 20.5%. CAT has a trailing four-quarter earnings surprise of 2%, on average, and an estimated long-term earnings growth rate of 2%. The company currently carries a Zacks Rank #2 (Buy).
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Terex: The company recently sold its Terex Tower and Rough Terrain Cranes businesses, aligning with its strategy to reduce cyclicality and drive core business growth. It also plans to exit the Aerials segment. Terex has entered a definitive merger agreement with REV Group that will create a leading specialty equipment manufacturer. The deal is expected to close in the first half of 2026.
The combined entity will offer a diversified portfolio of emergency, waste, utilities, environmental and material processing equipment with attractive end markets characterized by low cyclicality, resilient demand and long-term growth. It will have an enhanced manufacturing footprint in the United States.
The merger is expected to unlock significant value-creating synergies totaling $75 million of run-rate value in 2028, with approximately 50% achieved 12 months after closing. The combined company is expected to have $7.8 billion in combined net sales. TEX shares have gained 16% in the past three months.
The Zacks Consensus Estimate for Terex's 2026 earnings has moved north 0.2% over the past 60 days. It suggests year-over-year growth of 11.1%. TEX has a trailing four-quarter earnings surprise of 24.3%, on average, and an estimated long-term earnings growth rate of 2%. The company currently carries a Zacks Rank #3 (Hold).
Astec: The company recently completed the acquisition of CWMF, LLC, a move expected to enhance its gross margin, adjusted EBITDA margin and earnings per share. CWMF, a manufacturer of portable and stationary asphalt plant equipment and parts, fits well with Astec's disciplined growth strategy. This follows the acquisition of TerraSource Holding in July 2025. It is a provider of precise, industry-leading equipment, including crushers, feeders, separators, sizers, liquid and solid separation, dewatering and waste management solutions.
Considering that aftermarket parts and service represent approximately 60% of TerraSource's revenues and 80% of gross profit, it is also expected to boost Astec's margins and earnings. Contribution from TerraSource has already boosted the Materials Solutions segment's results starting from the third quarter of 2025, increasing the parts sales mix by 670 basis points. The segment has registered a stable backlog over the past five quarters, supported by improving customer sentiment amid favorable interest-rate movements.
Meanwhile, the Infrastructure Solutions segment continues to see strong demand for asphalt and concrete plants. Also, management's focus on cost reductions and pricing actions will help offset tariff-related impacts. ASTE shares have gained 7.6% over the past three months.
The Zacks Consensus Estimate for the company's 2026 earnings has been revised upward by 1% in the past 90 days. The consensus estimate indicates year-over-year growth of 10.7%. ASTE carries a Zacks Rank #3 at present and has a trailing four-quarter average earnings surprise of 4.4%.
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| 12.01.26 13:36:00 |
CRISPR Therapeutics Highlights Strategic Priorities and Anticipated 2026 Milestones |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
CRISPR Therapeutics AG
-2026 is poised to be a data- and milestone-rich year across the portfolio-
-CASGEVY®launch acceleration continues, supporting multi-billion-dollar potential-
-Broad pipeline supported by leading gene-editing and siRNA platforms across cardiovascular, autoimmune, oncology and rare diseases-
-Starting 2026 with a strong balance sheet with approximately $2 billion in cash, cash equivalents, and marketable securities-
ZUG, Switzerland and BOSTON, Jan. 12, 2026 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP), a biopharmaceutical company focused on creating transformative gene-based medicines for serious diseases, today highlighted its strategic priorities and anticipated 2026 milestones.
"Entering 2026, CRISPR Therapeutics is well positioned, with CASGEVY® gaining momentum, and multiple programs with encouraging data advancing rapidly through clinical trials across a diverse set of therapeutic areas,” said Samarth Kulkarni, Ph.D., Chairman and Chief Executive Officer of CRISPR Therapeutics. “Across the portfolio, clinical data demonstrated the transformative potential of CTX310™ for patients suffering from severe cardiovascular disease, as well as zugo-cel in oncology and autoimmune diseases. We also added a siRNA pillar through our partnership with Sirius and are advancing our lead siRNA asset, CTX611™ targeting Factor XI through the clinic. Beyond these clinical stage programs, we have multiple additional assets in preclinical development that leverage our best-in-class advanced editing platform. Together, our broad portfolio, strong balance sheet and effective operating model reinforce our confidence as we move into the next phase."
Anticipated Key Milestones in 2026
CRISPR Therapeutics anticipates several key milestones across its portfolio:
Continued global commercialization and adoption of CASGEVY, with ongoing quarterly updates. Global regulatory submissions for CASGEVY in patients ages 5 – 11 are expected to be initiated by Vertex in the first half of 2026. Updates from CTX310® are expected in the second half of 2026. Updates from the Lp(a) program are expected in 2026. Top-line Phase 2 clinical data from CTX611 in patients undergoing total knee arthroplasty (TKA) are expected in the second half of 2026. Updates across autoimmune disease and immuno-oncology for zugocabtagene geleucel (zugo-cel; formerly CTX112™) are expected in the second half of 2026. The Company expects to initiate a clinical trial for CTX460 in alpha-1 antitrypsin deficiency (AATD) in mid-2026. The Company expects to initiate a clinical trial for CTX340 in refractory hypertension in the first half of 2026.
Story Continues
Portfolio Highlights and Outlook
Hemoglobinopathies and CASGEVY (exagamglogene autotemcel [exa-cel])
CASGEVY now approved in the U.S., the United Kingdom, the EU, the Kingdom of Saudi Arabia, the Kingdom of Bahrain, Qatar, Canada, Switzerland, the United Arab Emirates, and Kuwait for patients 12 years and older with sickle cell disease (SCD) or transfusion-dependent beta thalassemia (TDT). CASGEVY exceeded $100M in revenue in 2025, reflecting more than 60 patients receiving CASGEVY infusions. Achieved a nearly three-fold increase in patient initiations and first cell collections in 2025 compared to 2024. Regulatory submissions for CASGEVY in patients aged 5-11 years with SCD and TDT are expected in the first half of 2026. CASGEVY awarded a Commissioner’s National Priority Voucher for pediatric submissions in SCD and TDT, enabling accelerated regulatory review once submissions are complete. Continued development of next-generation conditioning approaches with the potential to expand addressable patient populations for SCD and TDT with CASGEVY. Continued development of a lipid nanoparticle (LNP) based in vivo approach for editing hematopoietic stem cells (HSCs), with the potential to address a broader patient population in SCD and TDT.
In Vivo Liver Editing
CRISPR Therapeutics continues to advance a diversified portfolio of in vivo gene editing programs leveraging its proprietary LNP delivery platform.
In 2025, CRISPR Therapeutics presented data for CTX310, demonstrating deep and durable reductions of triglycerides (TG) and low-density lipoprotein (LDL) following a single-course intravenous infusion, with a well-tolerated safety profile. Based on the positive Phase 1 results, the Company has advanced CTX310, targeting angiopoietin-related protein 3 (ANGPTL3), into Phase 1b clinical trials, prioritizing development in severe hypertriglyceridemia (sHTG) and refractory hypercholesterolemia. The Company expects to provide an update in the second half of 2026. CTX320™, targeting LPA, has demonstrated reductions of up to 73% in the dose escalation phase of the clinical trial. In parallel, the Company is advancing a next-generation LPA program, CTX321™, incorporating an updated guide RNA that demonstrates approximately two-fold greater potency in preclinical testing, while utilizing the same LNP delivery system. CTX321 is currently in IND/CTA-enabling studies, with an Lp(a) program update expected in 2026. In addition to its clinical-stage programs, CRISPR Therapeutics continues to advance several preclinical in vivo gene editing candidates, including:
CTX460™, targeting SERPINA1 for the treatment of alpha-1 antitrypsin deficiency (AATD), is the first investigational candidate to emerge from the Company’s SyNTase™ editing platform. The Company expects to initiate a clinical trial for CTX460 in mid-2026. CTX340™, targeting angiotensinogen (AGT) for refractory hypertension, is currently in IND/CTA-enabling studies. The Company expects to initiate a clinical trial for CTX340 in the first half of 2026.
siRNA-based Programs
CRISPR Therapeutics’ small interfering RNA (siRNA)-based portfolio includes clinical-stage programs in cardiovascular and thromboembolic diseases, developed in collaboration with Sirius Therapeutics.
CTX611 (SRSD107), a long-acting siRNA targeting Factor XI (FXI), is in an ongoing Phase 2 clinical trial in patients undergoing total knee arthroplasty (TKA). The Company expects to provide an update in the second half of 2026. CRISPR Therapeutics will lead global Phase 3 development of CTX611, excluding Greater China. The program targets a range of thromboembolic and clotting-related indications and represents a multi-billion-dollar market opportunity, including arterial fibrillation (AF), venous thromboembolism (VTE), ischemic stroke, cancer-associated thrombosis (CAT), chronic kidney disease (CKD), peripheral vascular disease (PVD), chronic coronary artery disease (CAD).
Autoimmune Disease and Immuno-Oncology
Zugocabtagene geleucel (zugo-cel; formerly CTX112™) continues to advance in both autoimmune disease and hematologic malignancies.
In autoimmune disease, Phase 1 clinical trials are ongoing across multiple indications, including systemic lupus erythematosus (SLE), systemic sclerosis (SSc), and inflammatory myositis and a second Phase 1 trial in immune thrombocytopenia purpura (ITP) and warm autoimmune hemolytic anemia (wAIHA). The first patient with SLE, refractory to 9 prior therapies with a baseline Systemic Lupus Erythematosus Disease Activity Index 2000 (SLEDAI-2K) score of 8, has maintained drug-free DORIS clinical remission through month 9 following CAR-T therapy. The second SLE patient with a baseline SLEDAI-2K score of 8, has sustained B cell depletion with SLEDAI-2K score of 0 through month 2 following CAR-T therapy. The Company expects to provide updates in the second half of 2026. The Phase 1/2 clinical trial of zugo-cel in B-cell malignancies is ongoing. The Company expects to provide updates in the second half of 2026. CRISPR Therapeutics has also established a collaboration and clinical supply agreement with Lilly to evaluate zugo-cel together with pirtobrutinib in aggressive B-cell lymphomas, further expanding the program’s development in oncology.
Regenerative Medicine
CRISPR Therapeutics continues to advance its regenerative medicine portfolio, including its efforts in diabetes. Clinical data generated from CTX211™ were promising, demonstrating detectable C-peptide levels 12 months after implantation. These data have informed the Company’s approach to hypoimmune cell engineering, supporting a transition to a next-generation candidate, CTX213™. CTX213 has demonstrated compelling preclinical efficacy and is progressing towards the clinic. The Company expects to provide additional updates as development progresses.
About CASGEVY® (exagamglogene autotemcel [exa-cel])
CASGEVY® is a non-viral, ex vivo CRISPR/Cas9 gene-edited cell therapy for eligible patients with SCD or TDT, in which a patient’s own hematopoietic stem and progenitor cells are edited at the erythroid specific enhancer region of the BCL11A gene. This edit results in the production of high levels of fetal hemoglobin (HbF; hemoglobin F) in red blood cells. HbF is the form of the oxygen-carrying hemoglobin that is naturally present during fetal development, which then switches to the adult form of hemoglobin after birth. CASGEVY has been shown to reduce or eliminate VOCs for patients with SCD and transfusion requirements for patients with TDT. CASGEVY is approved for eligible SCD and TDT patients 12 years and older by multiple regulatory bodies around the world.
About the CRISPR Therapeutics - Vertex Collaboration for CASGEVY
CRISPR Therapeutics and Vertex established a strategic research collaboration in 2015 to discover and develop therapies using CRISPR/Cas9 technology to address the underlying genetic causes of human disease. CASGEVY is the first approved therapy to emerge from this collaboration. Under an amended collaboration agreement, Vertex leads global development, manufacturing, and commercialization of CASGEVY and shares program costs and profits worldwide 60/40 with CRISPR Therapeutics. Vertex is the manufacturer and exclusive license holder of CASGEVY.
About In Vivo Programs
CRISPR Therapeutics has established a proprietary lipid nanoparticle (LNP) delivery platform to enable gene editing in the liver using both CRISPR/Cas9 and its novel, proprietary SyNTase™ editing technologies. The Company’s in vivo portfolio includes its lead investigational programs, CTX310 (directed towards angiopoietin-related protein 3 (ANGPTL3)) and CTX320 (directed towards LPA, the gene encoding apolipoprotein(a) (apo(a)), a major component of lipoprotein(a) [Lp(a)]). Both are validated therapeutic targets for cardiovascular disease. CTX310 and CTX320 are being developed for patients with heterozygous familial hypercholesterolemia, homozygous familial hypercholesterolemia, mixed dyslipidemias, or severe hypertriglyceridemia, and in patients with elevated lipoprotein(a), respectively. In addition, the Company’s research and preclinical development candidates include: CTX460™, targeting SERPINA1 for the treatment of alpha-1 antitrypsin deficiency (AATD), CTX340™, targeting AGT for the treatment of refractory hypertension and CTX321, targeting LPA for the treatment of patients with elevated lipoprotein(a).
About CTX611 (SRSD107)
CTX611 is a novel double-stranded siRNA, designed to target the human coagulation FXI messenger RNA and inhibit FXI protein expression. Through modulation of the intrinsic coagulation pathway, CTX611 is intended to provide anticoagulant and antithrombotic effects. Supported by clinical experience to date, CTX611 is being developed as a long-acting FXI inhibitor with the potential to support infrequent, including semi-annual, subcutaneous administration.
About Zugocabtagene Geleucel (zugo-cel; formerly CTX112)
Zugocabtagene geleucel (zugo-cel) is a wholly-owned, allogeneic chimeric antigen receptor (CAR) T cell therapy product candidate targeting Cluster of Differentiation 19 (CD19), in development for both autoimmune and immuno-oncology indications. Zugo-cel is an off-the-shelf allogeneic CAR-T that utilizes CRISPR Cas9 for targeted gene knockout and CAR insertion for immune evasion and enhanced T effector cell potency. Zugo-cel is given following a standard lymphodepletion regimen without the need for HLA matching. Zugo-cel is being investigated in ongoing clinical trials in adult patients with systemic lupus erythematosus, systemic sclerosis, and inflammatory myositis and in adult patients with relapsed or refractory B-cell malignancies.
About the CRISPR Therapeutics and Sirius Therapeutics Collaboration
CRISPR Therapeutics and Sirius Therapeutics entered into a strategic collaboration in 2025 to develop and commercialize novel small interfering RNA (siRNA) therapies for thromboembolic disorders and other serious diseases. The lead program, CTX611, is a long-acting siRNA targeting FXI. Under the agreement, the companies will co-develop CTX611 and share costs and profits equally. CRISPR Therapeutics will lead commercialization in the U.S., while Sirius will lead in Greater China. The collaboration also provides CRISPR Therapeutics with the option to license up to two additional siRNA programs.
About CRISPR Therapeutics
Founded over a decade ago, CRISPR Therapeutics is a leading gene editing company focused on developing transformative medicines for serious diseases. The Company has evolved from a pioneering research-stage organization into an industry leader, marking a historic milestone with the approval of CASGEVY® (exagamglogene autotemcel [exa-cel]), the world’s first CRISPR-based therapy, approved for eligible patients with sickle cell disease and transfusion-dependent beta thalassemia. CRISPR Therapeutics is advancing a broad and diversified pipeline across hemoglobinopathies, oncology, regenerative medicine, cardiovascular and autoimmune, and rare diseases. The Company continues to expand its leadership in gene editing through the development of SyNTase™ editing, a novel and proprietary gene-editing platform designed to enable precise, efficient, and scalable gene correction. To accelerate and expand its impact, CRISPR Therapeutics has established strategic collaborations with leading biopharmaceutical partners, including Vertex Pharmaceuticals. CRISPR Therapeutics AG is headquartered in Zug, Switzerland, with its wholly-owned U.S. subsidiary, CRISPR Therapeutics, Inc., and R&D operations based in Boston, Massachusetts and San Francisco, California. To learn more, visit www.crisprtx.com.
CRISPR THERAPEUTICS® standard character mark and design logo, SyNTase™, CTX112™, CTX211™, CTX213™, CTX310®, CTX320™, CTX321™, CTX340™, CTX460™ and CTX611™ are trademarks and registered trademarks of CRISPR Therapeutics AG. CASGEVY® and the CASGEVY logo are registered trademarks of Vertex Pharmaceuticals Incorporated. All other trademarks and registered trademarks are the property of their respective owners.
CRISPR Special Note Regarding Forward-Looking Statements
Statements contained in this press release regarding matters that are not historical facts are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Such statements include, but are not limited to, statements made by Dr. Kulkarni in this press release, as well as regarding any or all of the following: (i) CRISPR Therapeutics preclinical studies, clinical trials and pipeline products and programs, including, without limitation, manufacturing capabilities, status of such studies and trials, potential expansion into new indications and expectations regarding data, safety and efficacy generally; (ii) data included in this press release, as well as the ability to use data from ongoing and planned clinical trials for the design and initiation of further clinical trials; (iii) CRISPR Therapeutics strategy, goals, anticipated financial performance and the sufficiency of its cash resources; (iv) plans and expectations for the commercialization of, and anticipated benefits of, CASGEVY, including anticipated patient access to CASGEVY; (v) regulatory submissions and authorizations, including timelines for and expectations regarding regulatory agency decisions; (vi) the expected benefits of its collaborations; and (vii) the therapeutic value, development, and commercial potential of gene editing technologies and therapies, including CRISPR/Cas9 and SyNTase, as well as other technologies. Risks that contribute to the uncertain nature of the forward-looking statements include, without limitation, the risks and uncertainties discussed under the heading “Risk Factors” in its most recent annual report on Form 10-K and in any other subsequent filings made by CRISPR Therapeutics with the U.S. Securities and Exchange Commission. Existing and prospective investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. We disclaim any obligation or undertaking to update or revise any forward-looking statements contained in this press release, other than to the extent required by law.
This press release also contains information regarding our industry, our business and the markets for certain of our product candidates, including data regarding the estimated size of those markets, and the incidence and prevalence of certain medical conditions. Unless otherwise expressly stated, we obtained this industry, business, market and other data from market research firms and other third parties, including medical publications, government data and similar sources. Information that is based on estimates, forecasts, projections, market research or similar methodologies is inherently subject to uncertainties and actual events or circumstances may differ materially from events and circumstances reflected in this information. This press release discusses investigational therapies and is not intended to convey conclusions about efficacy or safety as to those investigational therapies or uses of such investigational therapies. There is no guarantee that any investigational therapy will successfully complete clinical development or gain approval from applicable regulatory authorities.
Investor Contact:
+1-617-307-7503
ir@crisprtx.com
Media Contact:
+1-617-315-4493
media@crisprtx.com
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| 12.01.26 12:54:00 |
GE Vernova – neue Kursziele, die höchsten an der Wall Street. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung:**
Analyst Austin Wang von GLJ Research hat sein Kursziel für GE Vernova-Aktien auf 1.087 Dollar angehoben, was einem Anstieg von 75 % gegenüber den aktuellen Kursen entspricht.
**Alternatively, a slightly more flowing translation:**
**Übersetzung:**
Analyst Austin Wang von GLJ Research hat das Kursziel für GE Vernova-Aktien auf 1.087 Dollar erhöht und damit eine Steigerung von 75 % gegenüber den jüngsten Kursständen erzielt.
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| 12.01.26 07:27:25 |
“Caterpillar (CAT)’s incredible,” Says Jim Cramer |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
We recently published 10 Stocks Jim Cramer Talked About. Caterpillar Inc. (NYSE:CAT) is one of the stocks on Jim Cramer talked about.
Heavy machinery manufacturer Caterpillar Inc. (NYSE:CAT) is a stock Jim Cramer consistently discussed throughout 2025. The CNBC TV host insisted that the firm had exposure to AI through its products that enable data center construction. As 2025 ended, Bernstein raised its share price target for Caterpillar Inc. (NYSE:CAT) to $630 from $557 and kept a Market Perform rating on the shares. It explained that the firm could benefit from the alignment between monetary and fiscal policy. In January, Bank of America kept a Buy rating on the shares as part of its preference for mining equipment providers over agriculture equipment providers. Cramer continued to assert the AI tailwinds for Caterpillar Inc. (NYSE:CAT) and explained how the firm’s Chairman Jim Umpleby has been crucial in shaping its business:"Caterpillar (CAT)’s incredible," Says Jim Cramer
Copyright: jarretera / 123RF Stock Photo
“I gotta tell you this, Caterpillar’s incredible. Because the more you dig into it, the more you say, even NVIDIA recognizes the role of Caterpillar. That company has so pivoted. David, there’s companies that we remember, that company’s at 56. I remember when Goldman downgraded, before it was at a 100. What happened is, that you had just a, Jim Umpleby came in, and said we’re done. We’re done with this episodic, we’re done with the idea that China, was it good, was it bad. What we’re gonna do is, return money to shareholders, we’re gonna grow the business, we’re gonna go into all new areas, because he was from solar, and it worked!”
While we acknowledge the potential of CAT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
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| 11.01.26 09:11:53 |
Kurze Einschätzung zur Bewertung von Brown & Brown (BRO) nach dem jüngsten Kursrückgang und abkühlenden Stimmung? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Brown & Brown – Neubewertung und Potenzielle Wertschöpfung**
Brown & Brown (BRO) erfreut sich derzeit erhöhter Aufmerksamkeit, nachdem kürzliche Handelsergebnisse zu einem monatlichen Kursrückgang nahe Null und einem negativen Kursverlauf der letzten drei Monate geführt haben, was erneutes Interesse an seiner Bewertung auslöst.
Unsere neueste Analyse für Brown & Brown finden Sie hier.
Bei einem Kurs von rund 80,64 US-Dollar stellt Brown & Browns aktueller Rückgang, einschließlich eines 3-Monats-Kursrückgangs von 14,65 %, zusammen mit einer Gesamtkursentwicklung der letzten drei Monate von 34,23 % und einer Gesamtkursentwicklung der letzten fünf Jahre von 80,13 %, eine Abkühlung früherer Dynamik dar, da Investoren das Wachstumspotenzial und das Risiko neu bewerten.
Wenn Ihnen diese Art von Neubewertung dazu verleitet, andere Kapitalanlagen in Betracht zu ziehen, könnte es jetzt eine gute Zeit sein, Ihre Suche mit wachstumsstarken Aktien mit hoher Insiderbeteiligung zu erweitern.
Brown & Brown wird derzeit bei 80,64 US-Dollar gehandelt, wobei ein Anstieg von 45 % als intrinsische Bewertung und ein Unterschied von 13 % zu Analystenschätzungen eine Schlüsselfrage für Investoren aufwirft: Ist die jüngste Schwäche eine echte Gelegenheit, oder ist zukünftiges Wachstum bereits berücksichtigt?
Die häufigste Erzählung: 12,6 % Unterbewertet
Brown & Brown notiert derzeit bei 80,64 US-Dollar, was unter dem Wert von etwa 92,29 US-Dollar liegt, was eine klare Bewertungsdifferenz aufweist, die auf detaillierte Wachstums-, Gewinn- und Multiplikatorenannahmen beruht.
Starke operative Cashflows, kombiniert mit einem strategischen Fokus auf die Nutzung eines diversifizierten Portfolios über geografische Regionen und Geschäftsbereiche hinweg, positionieren das Unternehmen, um wirtschaftlicher Unsicherheit zu begegnen und potenziell zukünftige Gewinnstabilität und -wachstum zu erhöhen.
Lesen Sie die vollständige Erzählung.
Wie könnte sich ein Unternehmen mit moderierenden Gewinnmargen, steigender Aktienzahl und einem Premium-KGV noch immer so bewerten? Die Erzählung stützt sich auf optimistische Umsatzprognosen, hohe zukünftige Gewinnmultiplikatoren und eine bestimmte Abzinsungsrate, um dies alles zusammenzufügen. Möchten Sie sehen, welche Gewinn- und Bewertungsannahmen bei dieser Modellierung die Hauptarbeit leisten? Die vollständige Erzählung legt jeden Schritt dar.
Ergebnis: Fairer Wert von 92,29 US-Dollar (UNTERWERTET)
Lesen Sie die vollständige Erzählung und verstehen Sie, was hinter den Prognosen steckt.
Es gibt jedoch echte Wendepunkte, darunter Unsicherheiten über Zölle und Zinssätze, die den Umsatz beeinträchtigen und eine Schwäche im Bereich der CAT-Immobilien oder Überschwemmungen, die die Gewinne belasten könnten.
Finden Sie heraus, welche wichtigsten Risiken für diese Brown & Brown-Erzählung bestehen.
Ein weiterer Blick auf die Bewertung
Die erste Erzählung stützt sich auf Umsatzprognosen und ein hohes zukünftiges KGV, um zu argumentieren, dass Brown & Brown unterbewertet ist. Wenn sich die Aktien jedoch derzeit mit einem KGV von 27,8x gehandelt werden, das mehr als doppelt so hoch ist wie das der US-Versicherungsbranche (12,9x) und deutlich über einem fairen Verhältnis von 16,5x, stellt sich die Frage, ob Sie für Qualität bezahlen oder einfach zu viel bezahlen.
Die Geschichte geht weiter
Finden Sie heraus, was die Zahlen über diesen Preis aussagen - erfahren Sie dies in unserer Bewertungsaufschlüsselung. NYSE:BRO KGV (Stand Jan 2026)
Erstellen Sie Ihre eigene Brown & Brown-Erzählung
Wenn Sie die Zahlen anders sehen oder selbst die Annahmen testen möchten, können Sie in wenigen Minuten eine neue Brown & Brown-Erzählung mit Ihrem Weg erstellen.
Ein guter Ausgangspunkt für Ihre Brown & Brown-Forschung ist unsere Analyse, die 2 wichtige Vorteile und 2 wichtige Warnzeichen hervorhebt, die sich auf Ihre Anlageentscheidung auswirken können.
Suchen Sie nach weiteren Anlageideen?
Wenn Brown & Brown Sie dazu verleitet, umfassender zu denken, hören Sie hier nicht auf. Möglicherweise verpassen Sie andere nützliche Möglichkeiten.
Identifizieren Sie Wertpotenziale, indem Sie diese 882 unterbewerteten Aktien auf Basis von Cashflows scannen, die Ihren Erwartungen an Preis und Cashflow entsprechen. Positionieren Sie sich für KI-gesteuerte Trends, indem Sie diese 28 KI-Penny-Aktien prüfen, die bereits mit realen Geschäftsmodellen und Finanzdaten verbunden sind. Nutzen Sie potenzielle Einkommensideen, indem Sie diese 12 Dividendenaktien mit Renditen > 3 % überprüfen, die Ihren Rendite- und Ausschüttungspräferenzen entsprechen.
Dieser Artikel von Simply Wall St ist von Natur aus allgemeiner. Wir geben Kommentare auf der Grundlage historischer Daten und Analystenprognosen ab, wobei wir eine unvoreingenommene Methodik verwenden, und unsere Artikel sind nicht dazu gedacht, Finanzberatung zu geben. Dies stellt keine Empfehlung zum Kauf oder Verkauf einer Aktie dar und berücksichtigt nicht Ihre Ziele oder Ihre finanzielle Situation. Wir haben das Ziel, Ihnen langfristige Analysen zu bieten, die auf fundamentalen Daten basieren. Es kann sein, dass unsere Analyse die neuesten Preisempfindlichen Unternehmensankündigungen oder qualitative Materialien nicht berücksichtigt. Simply Wall St hat keine Beteiligung an den erwähnten Aktien.
In diesem Artikel werden BRO erwähnt.
Gibt es Feedback zu diesem Artikel? Sind Sie besorgt über den Inhalt? Nehmen Sie mit uns direkt Kontakt auf. Alternativ können Sie sich an editorial-team@simplywallst.com wenden.
Ansicht der Kommentare
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| 11.01.26 01:11:00 |
Wie könnten GE Vernova’s “Good Times” seinen Aktienkurs negativ beeinflussen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Analyst Ben Kallo von Baird hat seine Bewertung für den Titel von „Buy“ auf „Hold“ gesenkt und seinen Kurszielsatz von 816 auf 649 Dollar pro Aktie drastisch reduziert.
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**Notes on the translation:**
* I've aimed for a clear and professional tone, suitable for financial reporting.
* "Kurszielsatz" is a common German term for "price target". |
| 11.01.26 01:08:51 |
Verändert die BMO-Herabstufung die Wachstumshistorie von Brown & Brown aufgrund von Akquisitionen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung (maximal 600 Wörter)**
Brown & Brown, Inc., ein großes Versicherungs-Brokerage-Unternehmen, steht kürzlich vor einer Herabstufung von BMO Capital Markets, die ihre Einschätzung auf “Market Perform” geändert hat. Diese Entscheidung basiert hauptsächlich auf Bedenken hinsichtlich potenziell niedrigerer Konsens-Erwartungen für das organische Wachstum des Unternehmens im Jahr 2026. Obwohl Brown & Brown in der Vergangenheit solide organisches Umsatzwachstum und die Expansion des Gewinn-pro-Aktie (EPS) gezeigt hat, wird von Analysten eine vorsichtigere Haltung eingenommen, insbesondere hinsichtlich zukünftiger Wachstumsaussichten.
Die Herabstufung ändert nicht grundlegend den unmittelbaren Katalysator für die Aktienperformance des Unternehmens – die Widerstandsfähigkeit seines organischen Umsatzes gegenüber Widrigkeiten wie sinkenden Immobilienversicherungssätzen und allgemeiner wirtschaftlicher Unsicherheit. Es führt jedoch eine Schicht der Vorsicht in die Anlageperspektive ein.
Die Strategie von Brown & Brown umfasst sowohl stabile Versicherungs-Brokerage-Operationen als auch eine aktive Akquisitionsstrategie. Neue Akquisitionen wie Shoemaker & Besser Associates (ein Wholesale-Broker und Managing General Agent in Pennsylvania) und die J. Kevin Campbell Agency unterstreichen das Engagement des Unternehmens zur Erweiterung seiner Fähigkeiten und seines geografischen Einflusses – eine bewusste Maßnahme, um der skeptischeren Haltung einiger Analysten entgegenzuwirken.
Die Akquisition von Shoemaker & Besser ist besonders bedeutend und zeigt den Fokus von Brown & Brown auf die Stärkung seiner Spezialversicherungsangebote und die Diversifizierung seiner Umsatzströme. Diese Diversifizierung ist entscheidend, da Investoren zunehmend die Erwartungen an organisches Wachstum kritisch prüfen. Trotz der Analysten-Vorsicht setzt Brown & Brown weiterhin seine Betriebsplattform durch Akquisitionen aus.
Mit Blick auf die Zukunft prognostizieren Brown & Browns Finanzen, einschließlich erwarteter 9,0 Milliarden US-Dollar Umsatz und 1,6 Milliarden US-Dollar Gewinn bis 2028, ein erhebliches Umsatzwachstum (21,9 % jährlich) und Gewinnsteigerungen. Eine Bewertung auf der Grundlage dieser Prognosen deutet auf einen “Fair Value” von etwa 92,29 US-Dollar hin, was einem Anstieg von 14 % gegenüber dem aktuellen Aktienkurs entspricht.
Dieses optimistische Szenario hängt jedoch von einem kontinuierlichen organischen Umsatzwachstum ab. Wenn die Konsens-Erwartungen für das Wachstum weiter nachlassen – insbesondere in Verbindung mit potenziellen Rückgängen bei Immobilienversicherungssätzen – könnte dies die Anlegerstimmung und die Bewertung des Unternehmens beeinträchtigen.
Die Simply Wall St Community hat eine Vielzahl von Fair-Value-Schätzungen, die von 92,29 bis 146,10 US-Dollar reichen und unterschiedliche Perspektiven auf das Potenzial des Unternehmens widerspiegeln.
Der Artikel betont die Bedeutung der Berücksichtigung verschiedener Perspektiven und ermutigt Investoren, ihre eigene Recherche durchzuführen und zwei Schlüsselvorteile und zwei wichtige Warnsignale im Zusammenhang mit dem Investitionspotenzial von Brown & Brown hervorhebt. Er bietet auch Informationen zu verwandten Aktienchancen, darunter Aktien, die mit dem Ölboom, COVID-19-resilienten Unternehmen und solchen, die an künstlicher Intelligenz in der Gesundheitsversorgung arbeiten.
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| 10.01.26 14:12:05 |
One Agriculture Equipment Giant Dominated Last Month Despite Sector Challenges |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
valio84sl / Getty Images
Quick Read
U.S. economy added only 50,000 jobs in December with unemployment rising to 4.4%. Deere expects 2026 to mark the bottom of the current cycle with North American large equipment sales projected down 15% to 20%. Caterpillar posted 72.7% stock gain over the past year despite earnings declining 36.4% from fiscal 2024 to fiscal 2025. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here.
The U.S. economy added just 50,000 jobs in December, marking the slowest labor market expansion in years and pushing unemployment to 4.4%. This cooling signals potential Federal Reserve flexibility on rates, creating a critical backdrop for capital-intensive industries like farm equipment. With mortgage rates hitting three-year lows following Trump's $200 billion housing bond program and credit card rate cap proposals threatening financial sector profitability, equipment manufacturers face a complex 2026. Rising AI chip prices and energy market volatility add further uncertainty.
5. Carrier Global Corporation
Carrier Global Corporation (NYSE:CARR) enters 2026 with a 35x price to earnings ratio despite revenue declining 6.8% year over year in Q3 2025. The HVAC and building products manufacturer posted an 18% profit margin on $22.1 billion in trailing twelve month revenue. The stock declined 16.5% over the past year, reflecting investor caution around residential construction demand.
Analysts see value at current levels, assigning a $71.29 average price target that implies 26.7% upside. With mortgage rates falling to three-year lows and Trump's housing intervention potentially stabilizing demand, Carrier's forward price to earnings ratio of 19x suggests the market is pricing in recovery. The 1.67% dividend yield provides income while investors wait for housing fundamentals to improve. Operating margins of 9.6% leave room for operational leverage as volume returns.
4. Rockwell Automation
Rockwell Automation (NYSE:ROK) trades at 53x earnings despite Q4 fiscal 2025 earnings declining 41.2% year over year. The industrial automation specialist posted $8.3 billion in trailing revenue with a 10.4% profit margin and 20.3% return on equity. Revenue grew 13.8% year over year in Q3 2025.
The stock surged 48.3% over the past year, driven by automation demand as labor markets tighten. With December's jobs report showing just 50,000 positions added, manufacturers face persistent labor constraints that favor automation investment. Rockwell's 19.7% operating margin and technology leadership position the company to benefit from structural shifts toward industrial efficiency. The forward price to earnings ratio of 35x suggests investors expect earnings to normalize as cyclical pressures ease.
Story continues
3. AGCO Corporation
AGCO Corporation (NYSE:AGCO) posted remarkable earnings growth of 922% year over year in Q3 2025, rebounding from prior year weakness. The $8.4 billion market cap farm equipment manufacturer trades at 22x earnings on $10 billion in trailing revenue. While revenue declined 4.7% year over year in Q3, profit margins expanded to 3.7% with operating margins reaching 6.3%.
The stock gained 23.5% over the past year and 7.3% year to date through January 9, outpacing larger rival Deere on short-term metrics. AGCO's 6.7% return on equity reflects improving operational efficiency. Farm fundamentals remain challenged with elevated global grain stocks pressuring commodity prices, yet strong U.S. corn exports approaching record levels and robust ethanol demand provide support.
2. Deere & Company
Deere & Company (NYSE:DE) delivered $5 billion in net income for fiscal 2025 despite significant industry headwinds, achieving equipment operations operating return on sales of 12.6%. The $132 billion market cap leader trades at 26x earnings on $45.6 billion in trailing revenue. While earnings declined 13.7% year over year in Q3 2025, the company maintained an 11% profit margin and 20.4% return on equity.
Management expects 2026 to mark the bottom of the current cycle, with North American large equipment sales projected down 15% to 20%. Yet used inventory is improving, with Deere tractors 175 horsepower and greater declining 7% since peaking in March 2025. Technology adoption is accelerating, with Harvest Settings Automation achieving a 90% take rate on North American combines in its first year. The company covered over 5 million acres with See and Spray technology in 2025, delivering average herbicide savings of 50%. One customer saved over $20,000 in a single day using the system.
Tariff headwinds loom large, with projected net impact between $1.6 billion and $1.75 billion including $1.2 billion in direct expense. However, Deere's U.S. manufacturing footprint spanning 65 locations in 25 states and status as a net exporter with exports up 75% over nine years positions the company to navigate trade policy volatility.
1. Caterpillar
Caterpillar (NYSE:CAT) stands as the clear leader with a $289 billion market cap, exceptional 46.3% return on equity, and 14.3% profit margin on $64.7 billion in trailing revenue. The stock surged 72.7% over the past year despite earnings declining 36.4% from fiscal 2024 to fiscal 2025, reflecting peak cycle normalization rather than structural weakness.
Operating margins of 17.7% demonstrate pricing power and operational excellence. The company beat Q3 2025 estimates with earnings of $4.95 versus $4.52 expected, posting 9.5% revenue growth year over year. At 32x earnings with a forward multiple of 28x, Caterpillar trades at a premium justified by market leadership and diversified end market exposure spanning construction, mining, and energy.
With infrastructure spending supported by cooling labor markets that favor mechanization and energy market volatility driving mining equipment demand, Caterpillar's scale and technology leadership position it to capitalize on structural trends. The 0.96% dividend yield provides income while the business navigates cyclical pressures, and the company's global footprint offers geographic diversification as policy uncertainty reshapes domestic markets.
Navigating Cyclical Pressure
These five stocks demonstrate resilience through operational excellence, technology leadership, and strategic positioning. Caterpillar's commanding market position, exceptional returns, and diversified exposure distinguish it within the equipment sector. As labor markets cool and policy uncertainty persists, companies with strong balance sheets, pricing power, and innovation pipelines are best positioned to emerge stronger when the cycle turns.
Data Shows One Habit Doubles American’s Savings And Boosts Retirement
Most Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that people with one habit have more than double the savings of those who don’t.
And no, it’s got nothing to do with increasing your income, savings, clipping coupons, or even cutting back on your lifestyle. It’s much more straightforward (and powerful) than any of that. Frankly, it’s shocking more people don’t adopt the habit given how easy it is.
View comments |
| 10.01.26 11:00:29 |
Grönland sieht aus wie Trumps nächste geopolitische Priorität – und könnte auch die Ölindustrie retten. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung:**
Der arktische Raum, insbesondere Grönland, zieht aufgrund der Suche nach neuen, bedeutenden Erdölvorkommen erhebliches Interesse von Ölunternehmen. Schätzungen zufolge könnten die Gebiete über dem arktischen Zirkumkreis bis zu 90 Milliarden Barreln Öl und fast 1,7 Billionen Kubikfuß Erdgas enthalten, was eine immense potenzielle Versorgung darstellen würde. Grönland, mit seinen extremen Bedingungen und der Möglichkeit, Lagerstätten zu entdecken, die denen in Alaska’s Prudhoe Bay ähneln, steht im Mittelpunkt dieses neuen Interesses.
Das Unternehmen March GL, umbenannt in Greenland Energy Company, konzentriert sich derzeit auf Bohraktivitäten in Jameson Land, einer Halbinsel, die sich von der östlichen Küste Grönlands ausstößt. Ihr erster Plan sah den Transport von Ausrüstung per Binnenschiff vor, aber logistische Herausforderungen – insbesondere eisfreie Gewässer – zwangen zu einer Verschiebung hin zum Lagern von Ausrüstung in der Stadt Tasiilaq, bis das Eis sich auflöst.
Die Projektambitionen wurden durch politische Entwicklungen kompliziert. Nach der Verhaftung von venezuelanischem Präsident Maduro befürwortete Präsident Trump die Annexion Grönlands und argumentierte, dass dies für die US-amerikanische nationale Sicherheit unerlässlich sei. Dies führte zu diplomatischem Druck von Grönland und Dänemark sowie zu vorgeschlagenen Maßnahmen, einschließlich eines Kaufs durch die USA und der Ernennung eines Sondergesandten, Gouverneur Jeff Landry, um „Grönland zu einem Teil der USA zu machen.“
Gleichzeitig erweitern Russland und China ihre militärische und Schifffahrtspräsenz in der Arktis, was die strategische Bedeutung Grönlands weiter erhöht und den USA und Europa den Druck erhöht, ihre Verteidigungsfähigkeiten zu verstärken. Das russische staatliche Atomenergiekonglomerat demonstrierte dies durch die Nutzung der NordseeRoute, die Grönland passiert, für den Transport.
March GL’s Plan umfasst das Bohren von zwei anfänglichen Bohrungen, die voraussichtlich 60 Millionen Dollar kosten werden. Trotz der hohen Kosten und der herausfordernden Betriebsbedingungen – die sich durch den Remote-Zugang und die saisonalen Eisbedingungen auszeichnen – bleibt CEO Robert Price optimistisch, der glaubt, dass der Erfolg das Unternehmen in die Reihen der großen Öl- und Gasproduzenten katapultieren könnte.
Die potenziellen Vorteile erstrecken sich über das Unternehmen hinaus. Ein Erfolg könnte einer großen neuen Versorgung mit Öl in den globalen Märkten zugute kommen und möglicherweise die Abhängigkeit Europas von russischem Öl verringern. Der Ölmarkt sieht sich jedoch derzeit einer erheblichen Überversorgung gegenüber, wobei OPEC die Produktion erhöht und die amerikanische Schieferölproduktion weiterhin hoch bleibt. Die Internationale Energieagentur prognostiziert einen Überschuss von über 3 Millionen Barreln pro Tag im Jahr 2026, was die Rohölpreise möglicherweise auf 30 Dollar pro Barrel senkt.
Darüber hinaus ist die grönländische Regierung stark von der dänischen Finanzierung – etwa 560 Millionen Dollar jährlich – abhängig, um wirtschaftliche Herausforderungen zu bewältigen. Eine erfolgreiche Öl-Entdeckung würde der grönländischen Einnahmequelle einen erheblichen Schub verschaffen und möglicherweise ihre finanziellen Schwierigkeiten lindern.
Letztendlich sind March GLs Ambitionen ehrgeizig, komplex und von Risiken geprägt, die in einem volatilen Ölmarkt und inmitten geopolitischer Manöver stattfinden. |