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Xometry (XMTR) has just announced that preliminary Q4 revenue will be $65.5 - $67.5 million. This is in the range of what we expected when factoring in the $3.5 to $4.5 million of acquired revenue from the Thomas Publishing business. And it’s above management’s prior Q4 guidance of $60 - $62 million. Excluding the acquired revenue, growth was roughly 64.5%.

SS&C Technologies (SSNC) offers a wide range of software products and related services that address front-office functions such as trading and modeling, middle-office needs such as portfolio management and reporting, and back-office operations such as accounting and performance measurement. The company’s more than 7,000 clients include banks, hedge funds,...

Editor Bruce Kaser will join Cabot as Chief Analyst of new Cabot Turnaround Letter

Early Tuesday morning Biopharmaceutical giant AbbVie (ABBV) announced plans to acquire Ireland-based Allergan plc (AGN) for $63 billion. The market hates the deal and AbbVie stock plummeted over 16% on the day. Let’s take a look at the deal and see what’s going on.

StoneMor Partners from The Kelly Letter StoneMor Partners (STON) is the second-largest owner and operator of cemeteries in the United States, with 278 cemeteries and 90 funeral homes in 28 states and Puerto Rico. It’s steadily acquiring new properties to create a stronger moat around its business. Revenue is derived...

This has been one of the strongest years for mergers and acquisitions on record, and 2026 is primed to keep up the pace. This month, let’s explore the sectors dominating the M&A space, companies drawing Wall Street’s attention as potential targets, the big investment banks behind the deals, and how you can leverage M&A activity to boost your portfolio in the year ahead.

Some retail-related stocks are poised to benefit from Black Friday and beyond.

“We are reiterating our BUY rating on Focus List selection Fiserv, Inc. (FISV) and our target price of $70. We are also increasing our EPS estimates for 2011 and 2012. Our estimates for both years are slightly above the consensus. Analyst estimates for Fiserv have been increasing in...

A small-cap jumps on earnings and a second has announced a voluntary cash offer to acquire all shares of another company.

KPMG LLP analyzed the technology sector deals and forecasts that mobile, data and analytics, security, and “the cloud” will be the primary focus of M&A deals this year. Upon review of the stocks we’ve recently been recommending in the Digests, I heartily agree with this assessment. And one area that has whetted the appetite of both private equity and public company acquirers is fintech.

Do you know the signs of a stock buyout? It pays to have potential takeover targets in your portfolio. Here’s how to find a takeover target.

On balance, there’s little doubt the evidence worsened last week, and yet, most leaders didn’t crack, and the big-cap indexes didn’t either, so the question was whether a “real” correction was getting underway … or this would be yet another shakeout-type decline that gives way to higher prices. So far, of course, it’s looking like the latter. On Friday’s update, we dropped our Market Monitor to a level 6, but we’re going to quickly change course and go back to 7 today—and then stay flexible as we see whether a year-end run is getting underway or whether more volatility is coming.

This week’s list again has a growth tilt to it, which we find encouraging given the selling we saw in many areas of the market of late. Our Top Pick is a steadier leader in the AI (and solar) space and is testing its 10-week line for the first time—look to enter on strength and use a tight-ish percentage stop.

Standard & Poor’s lists a whopping 196 biotechnology companies in its database, but AbbVie (ABBV) stands out above the rest. The company is growing rapidly but due to the correction in biotech stocks, it’s now an undervalued stock.

Nippon Steel continues to push for an acquisition of U.S. Steel (X), so let’s explore what it means for investors or those considering buying shares.

Nippon Steel is still pushing to acquire U.S. Steel, but politicians oppose it while executives and labor unions support it. With shareholders caught in the middle, should you be buying U.S. Steel now?

Digital payments were already a big trend prior to Covid-19. But the pandemic has pulled forward demand for solutions that help businesses pay and get paid whenever, wherever, and however.

Today we’re profiling a small company that specializes in payment processing solutions. It’s relatively new to the public markets and has a market cap well under $2 billion.



While areas of its busieness have been harmed by the pandemic the big-picture story remains great. And management reported record sales activity in both March and April. And the stock’s looking great.



All the details are inside this month’s Issue. Enjoy!