$CECO 0.46 Noisy

Notable posts

• @stocktalkweekly bullish 305 eng

  This year, we've had 3 portfolio holdings be acquired at a premium: - Synaptics $SYNA acquired by ON Semi $ON - Thermon Group $THR acquired by CECO Environmental $CECO - Great Lakes Dredge & Dock $GLDD acquired by Saltchuk Resources Great validation for my stock-picking.

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• @wallstengine bullish 33 eng

  JPMorgan Initiates Coverage on $CECO with Overweight Rating, PT $130 Analyst comments: "CECO provides air, water, and energy solutions spanning turbine emissions packages, scrubbers, oxidizers, filtration systems, and now industrial process heating via the Thermon acquisition. A $1.0 billion backlog and $7 billion+ pipeline, paired with exposure to AI-driven data center power demand, electrification, and U.S. reshoring, should support durable, multi-year growth. Thermon is transformative, lifting recurring short-cycle revenue to roughly 40% of the mix, effectively doubling adjusted EBITDA, and making CECO a 'Rule of 30' company with a path to 'Rule of 40' by 2027. Despite shares advancing roughly +30% YTD and +165% over the past year versus +20% and +35% for the Russell 2000, we see further upside." Analyst: Tomohiko Sano

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• @TENETTRADEGROUP neutral 23 eng

  Tenet Pre-Market Movers July.09.26 $AEHR $ALNY $AP $SMPL $FCEL $AZZ $ASX $SNDK $GLSI $MARA $MU $BYRN $CBRS $AMAT $CECO $RMBS $BE $AMD $ENPH $IONS $RXT $MDA $AZN $LEVI $RDY $IBM $PLTR $META $PEP @ripster47 | @tenet_research | @TenetCharts https://t.co/koX2y94Wq9

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