Kelly Evans: A hugely positive sign [CNBC]
Piper Sandler Companies (PIPR)
Last piper sandler companies earnings: 5/1 08:04 am
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Source: CNBC
Last summer, while most were still shell-shocked by the president's imposition of steep tariffs, still recovering from the market's enormous swings, and still worried about the weak labor market, Nancy Lazar over at Piper Sandler insisted that people were missing the real story. “This has been and will continue to be a cycle lead by capital spending,” she wrote in August. And not just from AI names. The coming capex boom, she predicted, would be fueled by “the lagged impact of Fed easing, less policy uncertainty, and a capex surge from OBBA's instant expensing.” (OBBA being the budget bill passed last year.) Well, fast-forward to yesterday, and her prediction is looking better and better. The Institute for Supply Management said its manufacturing gauge surged four points to a reading of 52 for February. That's the first time it's been in expansion (over 50) in a year. It's the highest absolute reading in almost four years. The ISM is one of the most reliable and longest-running
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PIPR
News
- Kelly Evans: The momentum blow-up [CNBC]CNBC
- Wolfspeed falls after weak outlook as analysts mull 'lackluster" demand in EV market [Seeking Alpha]Seeking Alpha
- Piper Sandler (PIPR) Q4 Earnings Report Preview: What To Look For [Yahoo! Finance]Yahoo! Finance
- Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- Kemper Corporation (KMPR) Q4 2025 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
PIPR
Earnings
- 10/31/25 - Beat
PIPR
Sec Filings
- 2/4/26 - Form 3
- 2/4/26 - Form 8-K
- 1/30/26 - Form SCHEDULE
- PIPR's page on the SEC website