Latest News

Sojitz (TSE:2768) just revealed an increase in its second quarter dividend, rising to JPY 82.50 per share compared to JPY 75.00 last year. Payment is scheduled for December 1, 2025. See our latest analysis for Sojitz. Sojitz has caught the market’s attention lately, not just with its higher dividend but also with a strong run in its stock price. The shares have climbed 13.71% over the past month, adding to their impressive year-to-date gain of 36.64%. Over the long term, the total shareholder...

Yamato Kogyo Co., Ltd. recently announced an upward revision to its fiscal 2026 earnings guidance, citing improved results from its domestic subsidiaries and reduced foreign exchange losses, while also launching a fresh share buyback program approved by its board in late October 2025. This combination of enhanced financial outlook and share repurchase underscores management's intention to optimize capital allocation and demonstrate confidence in the company's longer-term prospects. We'll...

In the past week, D&H Canada announced a new partnership authorizing it to distribute Dell's endpoint solutions and PowerEdge servers, while partners can access Dell's professional services for business transformation projects. This agreement comes as demand for Dell’s AI-optimized hardware outpaces supply, with rapidly growing order backlogs and a significant new US$5.8 billion AI server contract recently secured. We'll explore how sustained momentum in Dell’s AI infrastructure business and...

Yamato Holdings recently announced its earnings guidance for the fiscal year ending March 2026, projecting operating revenue of ¥1.88 trillion, operating profit of ¥40 billion, and maintaining a dividend of ¥23 per share, with payments scheduled to begin on December 10, 2025. This affirmation of both earnings and dividend stability offers investors a clearer outlook on Yamato's financial expectations amid a period of operational visibility. We’ll explore how Yamato’s reaffirmed dividend...

Enel (BIT:ENEL) is in the spotlight as it tackles a surge in extreme weather events across Italy by reinforcing its electricity grid. Its Colombian subsidiary has also secured a $200 million loan for large-scale solar initiatives. These moves signal the company’s ongoing efforts to address climate risks and accelerate its energy transition strategy. See our latest analysis for Enel. Enel’s recent focus on fortifying its grid and ramping up solar energy investments comes during a period of...

National Storage Affiliates Trust recently reported its third quarter 2025 financial results, reaffirmed its full-year earnings guidance with an expectation for total revenue growth between a 3% decline and a 2% decline, and announced a new joint venture with IRE aimed at deploying approximately US$350 million in value-add self storage investments. Despite year-over-year declines in revenue and net income, the company is focusing on long-term growth through significant capital commitments...

In early November 2025, Urban Outfitters announced an immersive in-store concept in partnership with Deckers Outdoor’s UGG brand, highlighting popular styles and holiday-ready products in select locations nationwide. This collaboration aims to strengthen UGG’s cultural connection with Gen Z shoppers, while recent institutional investor interest has spotlighted Deckers Outdoor ahead of the key holiday season. We’ll examine how the heightened Gen Z brand engagement through Urban Outfitters may...

Ingram Micro Holding Corporation recently filed a shelf registration for up to US$535.76 million in common stock, potentially paving the way for a significant equity offering. This move gives the company flexibility to access additional capital, which may raise questions about potential dilution for existing shareholders. We'll explore how the prospect of a substantial equity issuance shapes Ingram Micro Holding's broader investment narrative. The end of cancer? These 29 emerging AI stocks...

CF Industries Holdings, Inc. recently reported third-quarter sales of US$1.66 billion and net income of US$353 million, surpassing prior-year results and analyst expectations, while also disclosing ongoing share repurchases and the filing of a shelf registration for multiple security types. Enhanced demand for nitrogen products and increased production capacity contributed to stronger financial results, highlighting the company’s positioning in both traditional and emerging low-carbon...

In recent days, Huntington Ingalls Industries reported strong third quarter financial results, reaffirmed its fiscal 2025 guidance, and highlighted a successful milestone in unmanned maritime technology through its collaboration with Shield AI. Shield AI and Huntington Ingalls’ announcement of the first successful large-scale maritime test of integrated autonomy on the ROMULUS vessel underscores growing momentum for AI-driven defense solutions in naval operations. We’ll now consider how the...

Resideo Technologies recently reported its third quarter financial results with sales of US$1.86 billion and net income of US$156 million, alongside updated guidance for both the upcoming quarter and full year 2025. A key insight is the significant turnaround in quarterly net income compared to the previous year, contrasting with a full-year net loss so far in 2025 despite higher nine-month sales. We'll explore how Resideo's improved quarterly earnings and raised guidance may influence the...

Ardent Health (ARDT) just announced a downward revision to its full-year earnings guidance, adjusting its expectations for net income and diluted earnings per share. For investors, this kind of update often prompts quick reflection on valuation and strategy. See our latest analysis for Ardent Health. After a turbulent year, Ardent Health’s recent downward revision has weighed on sentiment, with the year-to-date share price return coming in at -16.62 percent and a 1-year total shareholder...

OR Royalties (TSX:OR) caught investors’ attention after releasing strong third quarter results and confirming a fourth quarter dividend. Both revenue and net income increased compared to last year, highlighting solid financial momentum. See our latest analysis for OR Royalties. It’s been a remarkable year for OR Royalties, with investors responding to strong quarterly growth and a freshly affirmed dividend. The stock has rallied on the back of accelerating fundamentals, delivering a 74% share...

Sampo Oyj (HLSE:SAMPO) shares have shown steady movement over the past month, with the stock recording a 2% gain. Investors are watching the insurance company’s long-term performance and recent growth figures for more insights. See our latest analysis for Sampo Oyj. Sampo Oyj has picked up momentum this year, with a 25.2% year-to-date share price return and nearly 30% total shareholder return over the past twelve months. This reflects growing confidence in the company’s outlook following...

If you’ve ever wondered whether Paycom Software is a bargain or overpriced, you’re not alone, and today we’re delving into exactly that. The stock has tumbled lately, with shares down 8.7% over the past week and off 16.8% year to date. This has raised both eyebrows and questions about where the value really lies. Recent headlines have focused on shifting industry dynamics and competitive pressure, both of which help explain the recent sell-off. There has also been increased discussion around...

Werner Enterprises (WERN) just posted its third quarter results, revealing higher sales but a shift to a net loss compared to last year. The quarter clearly raised questions about cost pressures and efficiency. See our latest analysis for Werner Enterprises. While Werner Enterprises grew sales this quarter, the market hasn't rewarded it, as operational challenges appear to have shifted sentiment. The stock’s latest share price of $25.15 reflects a 1-day gain of 1.33%. However, this comes...

Maruha Nichiro (TSE:1333) just announced a 3-for-1 stock split, a revised dividend policy, and flagged a likely drop in full-year profit. This follows modest growth in sales and operating income but a nearly 10% profit decline. See our latest analysis for Maruha Nichiro. Maruha Nichiro’s latest moves come on the back of strong positive momentum. The stock notched a 20.4% year-to-date share price return, outpacing many peers, and its 23.8% one-year total shareholder return highlights...

Ever wondered whether Rubrik is still a good value pick, or if the recent buzz has pushed it out of reach? You're not alone. Curious investors everywhere are eying its moves. Rubrik's stock price has surged 65.9% over the past year, and while the last 30 days saw a dip of 11.1%, the overall trajectory still hints at notable growth potential. Much of this recent movement follows the announcement of new strategic partnerships and aggressive expansion plans in the cloud data security market...

In recent days, David Nierenberg reduced his position in Mr. Cooper Group Inc by 169,933 shares, amounting to a 57.4% decrease in his holdings. This substantial move, which had a material impact on his portfolio, highlights how shifts by concentrated investors can influence broader market perceptions of a company. With a large investor cutting their stake, we'll explore what this development could mean for Mr. Cooper Group's investment narrative. AI is about to change healthcare. These 32...

UCB (ENXTBR:UCB) received FDA approval for KYGEVVI, marking a major step in rare disease treatment. KYGEVVI is the first approved therapy for TK2d, a life-threatening mitochondrial disorder with very limited options. See our latest analysis for UCB. Following the FDA approval for KYGEVVI, UCB's momentum has been building. The share price has climbed nearly 20% year-to-date. After some short-term volatility, the stock's 1-year total shareholder return stands at an impressive 26%. Those who...

MACOM Technology Solutions Holdings reported fourth-quarter and full-year 2025 earnings, delivering US$261.2 million in quarterly revenue and an increase in net income year-over-year, while full-year net loss reflected one-off factors despite strong sales growth. Institutional investors responded with significant buying activity following these results, highlighting market confidence in MACOM’s improved fundamentals and future prospects. We’ll examine how MACOM’s strong earnings performance,...

On November 5, 2025, Primerica reported third quarter earnings with revenue rising to US$839.85 million and net income reaching US$206.79 million, while also confirming a US$1.04 per share dividend and completing a tranche of its share buyback program. This combination of growing earnings, capital returns, and share repurchases highlights Primerica’s continued focus on delivering value to its shareholders. We'll explore how Primerica's earnings growth and active capital return strategy...

In early November 2025, Silicon Laboratories announced improved third quarter results with sales rising to US$206 million and net loss substantially reduced year-over-year, alongside fourth quarter revenue guidance of US$200 to US$215 million and a GAAP diluted earnings range between a US$0.22 loss to a US$0.08 gain per share. GlobalFoundries and Silicon Labs also expanded their partnership to introduce next-generation, ultra-low-power wireless chip manufacturing in the U.S., supporting...

Continental reported its third quarter 2025 results, showing sales of €4.95 billion and a net loss of €756 million, compared to a net income of €486 million a year earlier. This marks a significant reversal in the company’s financial performance, with continued losses over the nine months reinforcing concerns around profitability and operating challenges. We'll examine how the shift from profit to a substantial net loss shapes Continental's investment narrative moving forward. The latest...