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Analysts are getting more bullish on these names with strong earnings growth

CNBC: Investing

Mcf by 2028, enabling durable FCF generation and participation in upside gas volatility. "Despite Lam reporting revenue ~11% below prior peak levels in 3Q22, the company generated the highest gross margins realized post the Novellus merger, which we believe reflects Lam's strong operational execution."

S&P
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The Dynamic Landscape of Software Mergers and Acquisitions in 2024

Solganick & Co.

September 2, 2024 – The software mergers and acquisitions (M&A) marketplace has been bustling with activity in the first half of 2024, reflecting the sector’s robust growth and strategic consolidations. This surge underscores the sector’s historical expansion and the growing appetite for technological advancements.

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Global Fintech Industry Report

Benchmark International

billion by 2028. The global fintech (or financial technology) market was valued at $194 billion in 2022. From 2023, it expects to grow at a compound annual growth rate (CAGR) of 16.8% to reach $492.81

IT
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Grocery Private Label: Trends Create Opportunities for Proven Players

Focus Investment Banking

With value comes options – like investment, growth, acquisitions, mergers, and sale. Retailers are investing in and paying closer attention to their target markets. Stores that have seriously invested in their own branded products chose a path — to become a destination. Private label sales: Europe leads the U.s.