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Home Depot Posts Modest Q1 Sales Gain as Earnings and Margins Slip

Analyst target cuts signal investor caution while management pivots toward professional contractors to offset weak housing demand.

Aristotle Flags Advanced Energy as Q1 Small-Cap Driver, Holds Position

ServiceNow Draws Fresh Target Hikes as Street Balances AI Ambition With Near-Term Risks

Conestoga’s Smid-Cap Strategy Fell 10% in Q1, Lagging Russell 2500 Growth

Q1 Investor Letters Tie Small‑Cap Swings to AI Turmoil and U.S.–Iran Shock

Ackman’s Pershing Square USA Falls 18% in Debut as $5 Billion IPO Tests Investor Demand

Ackman’s $5 Billion Pershing Square IPO Sinks 18% on NYSE Debut

Avis Budget Sinks After Q1 Loss Deepens Post-Squeeze Selloff

Conestoga and Wedgewood Detail Q1 Results and Portfolio Moves in Investor Letters

Western Digital Gets Fresh Price-Target Hikes Ahead of Q3 Earnings

Avis Budget Soars to New High as Short Squeeze Deepens

Carillon Mid-Cap Growth Fund’s Q1 Letter Details Value’s Edge and Backs Roblox, Teradyne

Oakmark’s Q1 Letters Show Energy Boost and New Value Picks

ClearBridge Mid Cap Trails in Q1 as AI Fears Hit Health Care

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Palm Valley Capital Fund Gains 0.74% in Q1 as Investor Letter Maps Trims and Catalysts

Globalstar Steadies After Amazon Deal Rumors Fuel Big Swing

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

TimesSquare Capital’s Q4 Letter Highlights Outperformance and Active Small-Cap Moves

Parnassus Mid Cap Fund Details Q4 Outperformance and Defensive Repositioning