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Activist Irenic Takes Aim at Ralliant: Demands Cost Cuts, Bigger Buybacks, and Defense Focus

Activist hedge fund Irenic Capital has taken a 2% stake in precision tech company Ralliant and is urging cost cuts, faster stock buybacks, and a sharper focus on its strong defense and sensors business to boost performance.

Activist Irenic Takes Aim at Ralliant: Demands Cost Cuts, Bigger Buybacks, and Defense Focus
"Adam Katz, Co-Founder and Chief Investment Officer of Irenic Capital Management". Credit: REUTERS/Jeenah Moon
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02/24/2026 · 10:49 AM
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New Fortress Energy to Separate Brazil Operations in Landmark Debt-Cutting Restructuring
Featured/ 03/18/2026 · 7:04 AM

New Fortress Energy to Separate Brazil Operations in Landmark Debt-Cutting Restructuring

New Fortress Energy will separate its Brazilian operations into standalone BrazilCo as part of a UK restructuring plan slashing debt from $5.7B to $528M. New NFE emerges leaner; deal closes mid-2026.

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CF Industries Faces Downgrade as Mizuho Warns Middle East Conflict Gains Are Already Priced In
Featured/ 03/18/2026 · 6:39 AM

CF Industries Faces Downgrade as Mizuho Warns Middle East Conflict Gains Are Already Priced In

Mizuho downgrades CF Industries to Underperform from Neutral. Analyst warns Middle East conflict gains in fertilizer stocks are overdone and temporary.

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Bilibili Gets a Boost: JPMorgan Upgrades to Overweight, Sees $35 Upside Thanks to AI Investments
03/17/2026 · 5:38 PM

Bilibili Gets a Boost: JPMorgan Upgrades to Overweight, Sees Upside Thanks to AI Investments

JPMorgan bullish on BILI: AI investments fuel engagement, 25%+ ad revenue growth. "Solid profit compounder" with strong upside potential.

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