GCP News and Press, GCP Applied Technologies Inc.

Summary Jeff Smith’s 13F portfolio value decreased from $7.54B to $5.50B this quarter. Starboard Value increased NortonLifeLock and Mercury Systems while decreasing ON Semiconductor, Huntsman Corp, Corteva, Enovis, and Kohl’s. The largest three individual stock p...

PG&E and EQT Set to Join S&P 500; ExlService to Join S&P MidCap 400; Others to Join S&P SmallCap 600 PG&E and EQT Set to Join S&P 500; ExlService to Join S&P MidCap 400; Others to Join S&P SmallCap 600 PR Newswire NEW YORK , ...

Summary Utilizing the ongoing market sell-off, Soros Fund Management, also known as the "Soros Fund", doubled down on some of the household names within the technology sector ahead of the recent. The fund seems to have significantly increased its efforts to pursue attractive merge...

Soros' 13F portfolio value decreased from $6.57B to $5.62B this quarter. The number of positions decreased from 273 to 271. Soros increased Alphabet, Amazon.com, and Salesforce.com while reducing Rivian and Liberty Broadband. They also increased the leveraged long positions on the...

GCP Applied Technologies press release ( NYSE: GCP ): Q2 Non-GAAP EPS of $0.15 misses by $0.02 . Revenue of $268.4M (+5.9% Y/Y). For further details see: GCP Applied Technologies Non-GAAP EPS of $0.15 misses by $0.02, revenue of $268.4M

ALPHARETTA, Ga., Aug. 05, 2022 (GLOBE NEWSWIRE) -- GCP Applied Technologies Inc. (NYSE: GCP) (GCP or the Company), a leading global provider of construction products, today announced preliminary financial and operating results for the second quarter 2022. Second Quarter 2022 Hig...

Basic materials sector plunged 16.3% in Q2 and 10% for the past 12 months. The industry is trading at a PE ratio of 24.3x, lower than its 3-year average PE of 27.1x. Top five gainers in the basic materials sector in Q2 (stocks with a market cap of over $2B): Sigma Lithium ...

Basic materials sector plunged 14.1% for the month of June and 19% on YTD basis. The industry is trading at a PE ratio of 24.3x, lower than its 3-year average PE of 27.1x. Analysts are positive on the Construction Materials industry with annual earnings growth expectation of 19% ove...

Jeff Smith’s 13F portfolio value increased from $7.22B to $7.54B this quarter. Starboard Value added Humana, Mercury Systems, Kohl's, and LivePerson while decreasing Corteva and ACI Worldwide. The largest three individual stock positions are GoDaddy, Huntsman, and AECOM. Th...

$77.50 is as bad as it could (likely) get. That is a safe 11% IRR from here. And you get a bit of optionality, too. For further details see: Zendesk: The Deal Is The Downside