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TSE:4205
TSE:4205Chemicals

Zeon (TSE:4205) One Off Gain Driven Margin Improvement Tests Bearish Narratives

Q3 2026 headline numbers and context Zeon (TSE:4205) has put out its Q3 2026 scorecard with revenue of ¥103.2b and basic EPS of ¥31.27, against a share price of ¥1,886.5 that keeps the latest numbers front and center for investors. Over the past few quarters, revenue has held close to the ¥103b mark, while basic EPS has moved between ¥30.63 and ¥75.92. This gives you a clear view of how earnings per share have tracked through recent reporting periods. With trailing EPS growth over the last...
TSE:8014
TSE:8014Trade Distributors

Chori (TSE:8014) Margin Slippage Versus 5‑Year EPS Growth Challenges Bullish Narratives

Chori (TSE:8014) has posted its Q3 2026 numbers with total revenue of ¥76,649 million and basic EPS of ¥100.94, alongside trailing twelve month revenue of ¥302.9 billion and EPS of ¥411.28 that sit against a net profit margin of 3.3% versus 3.5% a year earlier. Over recent quarters, revenue has moved between ¥71,577 million and ¥81,289 million while quarterly EPS has ranged from about ¥84.60 to ¥116.90. This gives investors a clear run rate to compare with five year compounded earnings growth...
NYSE:UWMC
NYSE:UWMCDiversified Financial

CEO Mat Ishbia Trims UWM Stake As Valuation Risks Stay Elevated

UWM Holdings CEO Mat Ishbia has sold a large block of shares under a prearranged 10b5-1 trading plan. The transaction represents a substantial reduction in his indirect stake in NYSE:UWMC. Investors are watching the sale closely given ongoing pressure in the mortgage market. UWM Holdings, trading on the NYSE as UWMC, last closed at $4.91, with the stock showing an 11.3% gain over the past month and a 27.8% return over three years, while the one-year return stands at an 11.9% decline and the...
NasdaqCM:LTRX
NasdaqCM:LTRXCommunications

Lantronix (LTRX) Is Up 5.2% After AI-At-The-Edge Defense Pact With Safe Pro - Has The Bull Case Changed?

Lantronix Inc. and Safe Pro Group have entered into a Memorandum of Understanding and Master Services Agreement to co-develop Qualcomm-based, AI-powered edge compute solutions that enable real-time, on-device threat detection for drones and unmanned systems in defense and security applications. By pairing Lantronix’s rugged edge hardware with Safe Pro’s Object Threat Detection algorithms and integrating outputs into platforms like the U.S. Army’s ATAK, the alliance aims to embed autonomous...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Assessing Sterling Infrastructure (STRL) Valuation After Earnings Optimism And New Contracts Fuel Investor Enthusiasm

Recent optimism around Sterling Infrastructure (STRL) was sparked by fresh contract wins, an acquisition that expanded its site development and electrical capabilities, and coverage initiations that spotlight its role across US infrastructure projects. See our latest analysis for Sterling Infrastructure. At a share price of US$357.91, Sterling Infrastructure has had a 12.1% year to date share price return and a 151.3% total shareholder return over the last year. Despite a recent 5.6% daily...
NYSE:BY
NYSE:BYBanks

A Look At Byline Bancorp (BY) Valuation After Q4 Earnings Beat And Capital Return Moves

Why the latest earnings matter for Byline Bancorp (BY) Byline Bancorp (BY) is back in focus after fourth quarter results topped analyst expectations, accompanied by a 20% dividend increase and a fresh share repurchase authorization, even as management discussed ongoing pressure on margins and operating income. See our latest analysis for Byline Bancorp. Those fourth quarter earnings, the 20% dividend increase and the new buyback authorization come after a strong run, with a 90 day share price...
OM:JM
OM:JMConsumer Durables

JM (OM:JM) Margin Squeeze And Q4 Loss Challenge Bullish Earnings Growth Narrative

JM (OM:JM) has just posted FY 2025 numbers that show Q4 revenue of SEK 2,794 million with a basic EPS loss of SEK 0.36, set against trailing 12 month figures of SEK 10,691 million in revenue and basic EPS of SEK 0.87. Over recent quarters, revenue has ranged from SEK 2,276 million to SEK 3,254 million in FY 2025, while basic EPS has swung from a profit of SEK 1.18 in Q2 and SEK 0.56 in Q1 to losses of SEK 0.51 in Q3 and SEK 0.36 in Q4. This puts the spotlight firmly on how quickly margins can...
TSE:5332
TSE:5332Building

TOTO (TSE:5332) Q3 EPS Rebound Challenges Bearish Profitability Narratives

Q3 2026 earnings snapshot TOTO (TSE:5332) has posted Q3 2026 revenue of ¥197.7 billion and basic EPS of ¥120.1, with net income of ¥19.8 billion setting the tone for its latest results. The company has seen quarterly revenue move from ¥186.6 billion and ¥182.2 billion in Q3 and Q4 2025 to ¥165.7 billion, ¥183.6 billion and now ¥197.7 billion across the first three quarters of 2026. Over the same period, basic EPS shifted from ¥114.7 and a Q4 2025 loss to ¥37.3, ¥15.1 and ¥120.1. With trailing...
TSE:9202
TSE:9202Airlines

Ana Holdings (TSE:9202) Q3 EPS Beat Puts Pressure On Bearish Earnings Narratives

ANA Holdings (TSE:9202) just posted Q3 2026 numbers with revenue of ¥686.9 billion and basic EPS of ¥135.18, alongside trailing 12 month revenue of ¥2.4 trillion and EPS of ¥337.50 that sit against a share price of ¥3,005. The company has seen quarterly revenue move from ¥582.8 billion in Q2 2025 to ¥686.9 billion in Q3 2026, while basic EPS shifted from ¥119.28 to ¥135.18 over the same stretch. This gives investors a clear view of how the top and bottom lines are tracking into the latest...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger (KR) Valuation Check After Dividend Declaration And Simple Truth Protein Expansion

Kroger (KR) is back on dividend watch after its board declared a quarterly payout of $0.35 per share, while an expanded Simple Truth Protein lineup keeps attention on the retailer’s private label strategy. See our latest analysis for Kroger. Those updates come as Kroger’s share price trades at $62.85, with recent short term weakness, including a 7 day share price return of 2.18% decline. This contrasts with a 5 year total shareholder return of 110.91%, suggesting longer term momentum has been...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Cipher Mining (CIFR) Is Down 9.2% After AWS AI Infrastructure Deal And Ohio Site Purchase

Cipher Mining recently expanded its push into AI and high‑performance computing by acquiring the 200‑megawatt “Ulysses” site in Ohio and signing a 300‑megawatt capacity deal with Amazon Web Services, building on its roots as a bitcoin miner. Together, these moves shift Cipher’s footprint beyond Texas and deepen its role as an infrastructure provider for large‑scale cloud and AI workloads. Next, we’ll examine how Cipher’s deepening role in AI infrastructure through the Amazon Web Services...
NYSE:ACN
NYSE:ACNIT

Is Accenture (ACN) Quietly Becoming the Core Infrastructure Layer of Enterprise AI?

In January 2026, Sovereign AI announced it had chosen Accenture and Palantir to help build and scale next-generation, sovereign-grade AI data centers across EMEA, while Accenture also gained recognition for its AI-driven construction analytics, pharmacovigilance platform, and banking technology partnerships. Together, these developments highlight how Accenture is embedding itself at critical points in AI infrastructure, life sciences compliance, and financial software ecosystems, potentially...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR) Valuation After Feasibility Updates And Sandstone Gold Discoveries

Interest in Brightstar Resources (ASX:BTR) has picked up after a run of feasibility updates and early drilling results at its Western Australian gold hubs, including Sandstone. These developments highlight project scale, timing and execution risks for shareholders. See our latest analysis for Brightstar Resources. Those feasibility study updates and early Sandstone drilling results have coincided with strong recent momentum, with a 30 day share price return of 24.75% and a 90 day share price...
TSX:NFI
TSX:NFIMachinery

New NJ TRANSIT Bus Order Might Change The Case For Investing In NFI Group (TSX:NFI)

NFI Group Inc. and its subsidiary New Flyer of America Inc. recently received an additional order from New Jersey Transit Corporation for 375 Xcelsior 40-foot clean-diesel buses, completing a 550-bus base order under a multi-phase fleet replacement program. This follow-on award underscores NFI’s role as a long-term manufacturing partner to one of the country’s largest statewide transit systems, supporting New Jersey’s push to modernize its bus fleet while maintaining service levels and...
TSE:6758
TSE:6758Consumer Durables

The Bull Case For Sony Group (TSE:6758) Could Change Following Blockchain And Music Catalog Expansion - Learn Why

In January 2026, TCL Electronics announced a non-binding memorandum of understanding with Sony Corporation to explore a joint venture that would take over Sony’s global home entertainment business, while Sony also increased its backing of the Soneium blockchain and joined with GIC in a US$2 billion music catalog investment initiative. Taken together, these moves highlight Sony’s push to marry content ownership with emerging digital infrastructure, potentially reshaping how its entertainment...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Charter Communications (CHTR) Net Margin Near 9% Tests Bearish Earnings Narrative

Charter Communications (CHTR) just closed out FY 2025 with Q4 revenue of US$13.6b and basic EPS of US$10.47, alongside trailing twelve month revenue of US$54.8b and TTM EPS of US$36.90. Over the last few quarters, revenue has moved in a tight band from US$13.9b in Q4 2024 to between US$13.6b and US$13.8b through 2025. Quarterly EPS ranged from about US$8.50 to US$10.47, giving investors a clear view of how earnings track against fairly steady top line numbers. With a TTM net income of...
NYSE:KMI
NYSE:KMIOil and Gas

Will Record Q4 Results and a $10 Billion Gas Backlog Change Kinder Morgan's (KMI) Narrative

In January 2026, Kinder Morgan reported fourth-quarter 2025 sales of US$4,508 million and net income of US$996 million, alongside a 2% year-over-year increase in its quarterly dividend to US$0.2925 per share. The company also highlighted a gas-focused project backlog exceeding US$10 billion, underlining how recently sanctioned projects are reshaping its long-term earnings mix. We’ll now examine how Kinder Morgan’s record quarterly performance and expanding gas project backlog influence the...
NYSE:PIPR
NYSE:PIPRCapital Markets

A Look At Piper Sandler (PIPR) Valuation After Recent Share Price Softness

Event context and recent share performance Piper Sandler Companies (PIPR) has been on investors’ radar after recent share price moves, with the stock slipping about 0.3% in the latest session and 3.9% over the past week. See our latest analysis for Piper Sandler Companies. That recent 3.9% weekly share price decline comes after a steadier backdrop, with a 90 day share price return of 6.95% and a 1 year total shareholder return of 11.39%, so short term momentum looks softer than the longer run...
TSE:8877
TSE:8877Consumer Durables

Eslead (TSE:8877) Margin Compression Challenges Bullish Earnings Growth Narrative In Q3 2026

Eslead (TSE:8877) has just posted its Q3 2026 numbers, with revenue of ¥24.8b and basic EPS of ¥114.84, alongside trailing 12 month revenue of ¥102.6b and EPS of ¥616.31 that sit against a year of weaker earnings and a net profit margin of 9.3% versus 10.3% the year before. Over recent quarters, revenue has moved from ¥16.4b in Q2 2025 to ¥17.3b in Q3 2025, ¥20.1b in Q4 2025, then ¥30.7b, ¥27.0b and ¥24.8b across Q1 to Q3 2026, while quarterly basic EPS has shifted from ¥84.97 to ¥89.56,...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

A Look At Plains All American (PAA) Valuation After NGL Sale Pipeline Purchase And Distribution Hike

Plains All American Pipeline (PAA) is back in focus after agreeing to sell its Canadian natural gas liquids business for US$3.8b, buy the EPIC Crude Oil Pipeline for US$2.9b, and lift its quarterly distribution by 10%. See our latest analysis for Plains All American Pipeline. The recent asset sale, pipeline purchase and higher distribution come on top of a 30-day share price return of 5.66% and a 90-day share price return of 18.04%. The 5-year total shareholder return of 216.95% points to...
TSX:CM
TSX:CMBanks

Is Canadian Imperial Bank of Commerce (TSX:CM) Price Justified After Strong Multi‑Year Share Gains

If you have been wondering whether Canadian Imperial Bank of Commerce at about C$125.84 is offering fair value or a margin of safety, this article walks through what the numbers are saying about the stock. The share price performance has been mixed in the short term, with a 0.9% decline over the last 7 days and a 0.3% decline over the last 30 days. The return over the last year sits at 42.9%, and the 3 year and 5 year returns are 136.4% and 184.3% respectively. These returns set the backdrop...
NYSE:NIC
NYSE:NICBanks

Assessing Nicolet Bankshares (NIC) Valuation After Strong Earnings And Higher Investor Optimism

Nicolet Bankshares (NIC) is back in focus after reporting fourth quarter and full year 2025 results, showing higher net interest income and net income, alongside a fresh shareholder approval to increase authorized shares. See our latest analysis for Nicolet Bankshares. After these earnings and the shareholder approval to increase authorized shares, Nicolet Bankshares’ share price has climbed to US$145.98, with a 21.16% year to date share price return and a 31.47% total shareholder return over...