Latest News

Constellium (NYSE:CSTM) saw its stock climb 12% after reporting an 11% increase in revenue year over year. Even with earnings per share moving lower, upbeat market sentiment has continued to fuel investor optimism. See our latest analysis for Constellium. This latest move extends Constellium's strong run this year, with the stock's share price up over 63% year-to-date and building clear momentum on renewed optimism around revenue growth. While its recent rally follows upbeat earnings, the...

In the past quarter, Anchorage Capital Advisors established a major new position in Global Business Travel Group, acquiring nearly 7.2 million shares valued at approximately US$58.1 million following the company's acquisition of CWT and an increase in full-year guidance. This investment made Global Business Travel Group the largest holding in Anchorage’s portfolio, highlighting institutional confidence driven by recent revenue growth, European expansion, and new digital growth...

Old Republic International (ORI) announced its Board of Directors has declared a regular quarterly cash dividend. This brings the full year's payout to $1.16 per share and represents a 9% increase over last year's dividend. See our latest analysis for Old Republic International. ORI’s announcement of a higher dividend comes as the stock’s momentum has been gaining real traction, with a 27.95% share price return year-to-date and a total shareholder return of 29.02% over the last year. When...

Energizer Holdings recently announced its earnings for the full year and fourth quarter ended September 30, 2025, reporting full year sales of US$2.95 billion and a substantial increase in annual net income to US$239 million. A key detail is that while annual profits rose sharply, the most recent quarter saw a decrease in net income compared to the prior year, and the company disclosed a US$5.9 million impairment of intangible assets. We’ll explore how Energizer Holdings’ new annual earnings...

In November 2025, Hasbro CFO Gina Goetter discussed the company's adoption of an AI-first strategy to optimize business processes such as demand planning while ensuring that creative and artistic areas remain protected from AI use. Alongside this operational shift, Hasbro extended its toy licenses with Disney for Star Wars and Marvel, and relaunched the Furby franchise with modern interactive features and new product lines targeting the holiday gift market. We'll now examine how Hasbro’s...

TransDigm Group recently reported its fiscal 2025 Q4 results, with net sales climbing 11.5% year over year and adjusted EPS improving 10.1%, both surpassing analyst expectations. Management highlighted that commercial OEM activity is poised for the strongest growth, supported by continued momentum in the commercial aftermarket and steady demand in defense markets. With management pointing to expanding commercial OEM momentum, we'll look at the implications for TransDigm's investment...

Moelis & Company recently reported that its third-quarter 2025 adjusted earnings surpassed analysts' estimates, with increased revenues and other income offsetting higher compensation and benefits costs. An interesting detail from the announcement is the company’s decision to repurchase 0.2 million shares for US$14.5 million during the period, signaling active capital management. We'll consider how Moelis's ability to beat earnings estimates despite elevated expenses could influence its...

Avis Budget Group (CAR) posted stronger-than-expected results for the third quarter, as both earnings and revenues beat consensus forecasts. Investors are now watching closely, particularly with international adjusted EBITDA growth in focus and evolving transportation trends under consideration. See our latest analysis for Avis Budget Group. This positive earnings surprise arrives as Avis Budget Group’s share price continues to show robust momentum, with a year-to-date price return of nearly...

On November 18, 2025, Aristotle Balogh notified Airbnb that he will depart as Chief Technology Officer in December and will provide advisory services through at least February 2026. This leadership change comes as Airbnb reported record Q3 adjusted EBITDA, growth in bookings, and deeper AI integration to enhance personalization and user experience on its platform. Next, we will explore how Airbnb's focus on AI-driven improvements impacts the company's long-term investment narrative. Uncover...

In recent days, Advance Auto Parts announced the sale of its Worldpac wholesale distribution business for US$1.5 billion in cash to refocus on core domestic retail operations and improve its financial position. This shift comes as the company seeks to revive performance amid flat same-store sales over the past two years and ongoing margin challenges. We'll explore how the Worldpac divestiture and renewed focus on retail may influence Advance Auto Parts' overall investment outlook. These 13...

In recent days, Diversified Energy Company filed and closed multiple shelf registrations totaling over $445 million, offering millions of common and ordinary shares, several linked to its employee stock ownership plan (ESOP). This series of equity offerings, including an ESOP-related component and the withdrawal of a separate shelf registration, highlights the company’s evolving approach to capital structure and employee incentives. We’ll explore how these capital-raising efforts, especially...

Highwoods Properties, Inc. recently closed the acquisition of 6Hundred at Legacy Union, a 24-story, Class AA office tower in Charlotte's Uptown CBD, for a total expected investment of US$223 million including near-term improvements and leasing capital. This purchase grows Highwoods' Charlotte presence by adding a newly delivered, 84% leased, LEED gold-targeted property directly connected to its existing holdings in the area. We'll look at how this significant Charlotte office tower...

AGCO recently completed the PTx Trimble joint venture, aiming to strengthen its precision farming capabilities and enhance digital solutions for its agricultural equipment business. This partnership underscores AGCO's ongoing response to replacement demand for older machinery and highlights its commitment to adopting advanced smart farming technologies. We’ll explore how AGCO’s digital investments, especially the PTx Trimble venture, could influence its broader investment narrative going...

Aya Gold & Silver recently announced record-breaking drill results at Boumadine in Morocco and began commercial production from a historical precious metals stockpile, generating immediate cash flow and identifying new high-grade mineralized structures that could expand the project's resource base. These developments highlight both near-term revenue generation from existing assets and the prospect of significant future resource growth, reinforcing the Boumadine project's emergence as a...

Perimeter Solutions (NYSE:PRM) is catching investors’ attention after being recognized with a top Zacks Rank. This recognition reflects a wave of analyst optimism and higher full-year earnings estimates, which has driven renewed enthusiasm for the stock. See our latest analysis for Perimeter Solutions. After a stellar stretch of momentum, Perimeter Solutions’ share price has climbed 18.6% over the past month, capping off an impressive year-to-date share price return of nearly 120%. This...

Sweco (OM:SWEC B) has just landed a pair of major framework agreements in the Nordics: one with Sweden’s Sida agency for sustainable development consulting and another with Norway’s Sporveien for public transport infrastructure services. Together, these wins further establish Sweco as a go-to partner for high-impact regional projects. See our latest analysis for Sweco. Sweco’s two new agreements have come at a time when momentum in the shares has wavered, with a 1-day share price return of...

Harpland Financial Management, a Houston-based advisory practice with over US$160 million in client assets, recently joined Ameriprise Financial’s branch network from Wells Fargo Clearing Services, as announced by the practice itself. This move highlights Ameriprise’s efforts to enhance its adviser network by investing in advanced technology, integrated planning tools, and expanded service capabilities for client-focused advice delivery. To understand how the addition of experienced advisers...

In the past week, CBRE Group revealed a series of executive appointments and led high-profile property sales, including multifamily assets in Seattle and Phoenix and shopping centers in Massachusetts. These developments highlight ongoing institutional confidence in CBRE's ability to facilitate major real estate transactions and reflect sustained momentum in commercial property markets across multiple regions. We'll examine how CBRE's strong activity in facilitating major property...

CarGurus (CARG) recently posted a 14% year-over-year increase in Marketplace revenue, fueled by more dealers subscribing to its platform and greater engagement both in the US and internationally. New AI-powered tools are also starting to make a difference for both dealers and shoppers. See our latest analysis for CarGurus. CarGurus’ latest Marketplace results sparked renewed optimism, even as the share price sits at $35.28. The price is up modestly by 3.3% over the past month but shows a...

Moog (NYSE:MOG.A) just posted its fourth quarter and full-year results, showing meaningful growth in both sales and net income compared to last year. The company also outlined its expectations for even stronger performance in fiscal 2026, with higher projected net sales and earnings per share. See our latest analysis for Moog. Moog’s strong results and positive 2026 outlook have supported sustained momentum in the shares, which have climbed 12% over the past month and are currently near...

Earlier this week, CBL & Associates Properties announced the acquisition of four enclosed regional malls, Ashland Town Center, Mesa Mall, Paddock Mall, and Southgate Mall, marking its first major purchase of this kind in ten years. This move underscores the company's renewed commitment to the enclosed mall format and highlights its focus on actively enhancing and managing these retail assets. Next, we'll explore how this significant acquisition of multiple malls shapes CBL & Associates...

LeMaitre Vascular (LMAT) has seen its stock price shift noticeably in recent weeks, prompting investors to take a closer look at the current valuation. Shares are down about 13% over the past 3 months, reflecting broader market trends and sector movements. See our latest analysis for LeMaitre Vascular. Looking at the bigger picture, LeMaitre Vascular’s share price has struggled to regain ground lately, following a steady slide for much of this year. While momentum has clearly faded in the...

Ross Stores, Inc. recently announced a board succession plan, with K. Gunnar Bjorklund set to succeed Michael Balmuth as Chairman following Balmuth's retirement on January 31, 2026, alongside updates to board structure and governance. At the same time, the company raised its earnings guidance and reported higher quarterly sales and net income, highlighting management's confidence and ongoing operational momentum. Now, we'll explore how Ross Stores' higher earnings guidance influences the...

In late November 2025, the U.S. Department of Justice launched a civil rights investigation into United Parks & Resorts Inc., examining whether accessibility policies at its theme parks, including SeaWorld Orlando and Busch Gardens Tampa Bay, violate the Americans with Disabilities Act by banning certain rollator walkers and imposing surcharges for alternative mobility devices. This high-profile inquiry could lead to changes in industry-wide accessibility standards and has put a spotlight on...