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Event overview and why it matters for CCI Group CCI Group (TSE:7381) recently booked ¥4.98b in unrealized losses on held to maturity securities, while keeping its earnings and dividend forecasts unchanged for the fiscal year ending March 31, 2026. This combination of recognized losses and steady guidance puts the focus on how comfortably the group’s core banking and leasing operations, led by Hokkoku Bank, can support its current financial outlook. See our latest analysis for CCI Group. CCI...

Kimmeridge’s push to nominate former Pioneer Natural Resources chief Scott Sheffield to Coterra Energy (CTRA)’s board has drawn fresh attention to the stock, as investors weigh possible leadership changes and a sharper crude oil focus. See our latest analysis for Coterra Energy. The activist headlines have arrived at a time when Coterra’s 1 month share price return of 6.73% and 3 month share price return of 16.43% point to building momentum, even though the 1 year total shareholder return of...

OFG Bancorp (OFG) just reported fourth quarter 2025 results that beat earnings per share expectations and highlighted loan and digital banking growth, yet the stock sold off as investors focused on weaker profitability metrics. See our latest analysis for OFG Bancorp. Those mixed fourth quarter headlines landed on a stock that was already under some pressure, with a 1 month share price return of 11.55% and a 7 day share price return of 10.65%. The 1 year total shareholder return of 11.61%...

Recent analyst actions, including a new buy initiation from Evercore and positive earnings expectations, have brought Group 1 Automotive (GPI) into focus for investors monitoring sentiment shifts ahead of the next results. See our latest analysis for Group 1 Automotive. At a share price of US$391.91, Group 1 Automotive has seen a 90 day share price return of 7.56% decline and a 1 year total shareholder return of 12.42% decline, although the 5 year total shareholder return of 194.50% points to...

Sally Beauty Holdings (SBH) has drawn fresh attention after recent performance data showed a mixed return pattern, including a 4% one day decline alongside modest gains over the month and the past 3 months. See our latest analysis for Sally Beauty Holdings. At a share price of US$15.41, Sally Beauty Holdings has seen short term share price momentum soften after the recent 3.9% one day pullback. This comes even though the year to date share price return is positive and the 1 year total...

Altus Group Limited recently announced that Cushman & Wakefield has chosen its ARGUS Intelligence platform, along with Portfolio Manager, for a global rollout to support valuation and portfolio performance analysis across the firm’s commercial real estate operations. This global deployment by a major industry player underscores how Altus’ analytics and benchmarking tools are becoming more embedded in institutional real estate decision‑making and workflow transparency. We’ll now examine how...

Analysts at Jefferies and Deutsche Bank recently reaffirmed positive ratings on ATOSS Software, pointing to solid operational performance expected for the past fourth quarter and highlighting management’s efforts to increase transparency. An upcoming investor call with the CFO, framed as a way to clarify the company’s longer-term trajectory, underscores how closely ATOSS’s communication style is being watched as part of its investment case. With recent returns mixed, we’ll explore how...

If you are wondering whether Costco Wholesale's share price still makes sense at current levels, you are not alone. Many investors are asking what they are actually paying for at this point. The stock recently closed at US$983.25, with returns of 2.0% over 7 days, 12.8% over 30 days, 15.1% year to date, 5.2% over 1 year, very large gains over 3 years and 194.9% over 5 years. Recent coverage has focused on Costco's position as a membership based retailer and its role in everyday consumer...

Dover (DOV) is back in focus after a series of portfolio moves, including pruning non-core assets and pursuing targeted acquisitions, along with Caldera’s new RIP software licensing model aimed at print businesses of different sizes. See our latest analysis for Dover. Those portfolio moves and the Caldera RIP launch come against a backdrop of firm share price momentum, with a 16.5% 90 day share price return and a 5 year total shareholder return of 89.23% suggesting long term holders have...

Keppel Ltd. has expanded its data centre powerbank pipeline in Asia Pacific to over 1.0 GW of gross power capacity, including securing rights to lease a 123-hectare site near Morwell in Victoria, Australia, for up to 720 MW in phases. This Australian site, located within the proposed Gippsland Renewable Energy Zone and linked to major power and fibre infrastructure, could enhance Keppel’s ability to offer lower-cost, high-connectivity data centre solutions while supporting growth in its...

Aura Minerals (AUGO) has attracted fresh attention after releasing preliminary operating results, highlighting fourth quarter gold equivalent production of 82,067 ounces and full year output of 280,414 ounces, both above the prior year’s figures. See our latest analysis for Aura Minerals. The latest production update comes as Aura Minerals trades at US$68.30, with a 7 day share price return of 13.42%, a 90 day share price return of 104.61%, and a very large 1 year total shareholder return,...

Why AvalonBay Communities Is Back On Investors’ Radar AvalonBay Communities (AVB) has drawn fresh attention after a period of mixed share performance, with the stock showing negative returns over the past month and past 3 months, and a 1 year total return decline of 13.75%. At a recent close of US$178.77, the apartment focused real estate investment trust sits against longer term total returns of 11.96% over 3 years and 29.24% over 5 years. This gives investors a reference point for how the...

In January 2026, Veidekke announced it had signed a NOK 460 million (excluding VAT) construction contract with Bane NOR to renew railway tracks across five sections in Eastern Norway, involving 46 kilometres of track, about 90,000 tonnes of ballast and more than 75,000 sleepers. This contract underlines Veidekke’s role as a key contractor in Norway’s rail infrastructure, expanding its portfolio of complex, large-scale civil engineering work. Next, we will examine how winning this extensive...

S&T Bancorp has reported fourth-quarter 2025 results with revenue and net interest income ahead of analyst expectations, solid commercial loan and deposit growth, and an increase in net loan charge-offs tied largely to resolving nonperforming assets. Alongside these results, the board approved a new US$100 million share repurchase program running to February 2027, underlining management’s focus on capital efficiency and shareholder returns while maintaining a strong balance sheet. We’ll now...

Nemetschek SE recently took part in the 25th German Corporate Conference in Frankfurt, where CEO Yves Padrines and Senior Vice President of Investor Relations & Corporate Communication Stefanie Zimmermann presented on January 19 and 20, 2026. The dual presence of Nemetschek’s top leadership and investor relations head highlights a concerted effort to communicate the company’s priorities and positioning directly to the institutional investment community. Against this backdrop, we will examine...

Why Stifel Financial Is On Investors’ Radar Today Stifel Financial (SF) has drawn fresh attention after its recent share move, with the stock closing at US$128.30 and showing mixed short term performance alongside stronger figures over the past 3 months and year. See our latest analysis for Stifel Financial. That pullback in the recent 1 day and 7 day share price returns sits against a stronger backdrop, with a 90 day share price gain alongside a 1 year total shareholder return of 14.2%,...

Context for the latest move in Adaptive Biotechnologies Adaptive Biotechnologies (ADPT) has drawn investor attention after recent trading, with the stock last closing at $18.55 and posting a 1-day return of about 3% in decline. Recent performance over the past month and past 3 months has been positive. See our latest analysis for Adaptive Biotechnologies. At a share price of $18.55, Adaptive Biotechnologies has paired a 1-year total shareholder return of about 132% with a 5-year total...

Exponent (EXPO) is back in focus after reporting third quarter results that topped expectations on earnings and revenue, followed by an upgrade from William Blair and a higher price target from UBS. See our latest analysis for Exponent. At a share price of $74.26, Exponent has a 30 day share price return of 3.47% and a 90 day share price return of 7.14%. However, its 1 year total shareholder return is an 18.09% loss, suggesting recent momentum has picked up after a weaker longer term...

Recent commentary around Weibo (WB) has focused on its substantial minority stake in INMYSHOW, which some investors see as mispriced on Weibo’s books and a possible catalyst for a future re-rating. See our latest analysis for Weibo. At a share price of US$10.77, Weibo has a 1 month share price return of 6.85% but a 3 month share price return decline of 4.86%, while the 1 year total shareholder return of 22.49% contrasts with a 5 year total shareholder return decline of 69.31%. This suggests...

Velo3D, Inc. recently entered into a Cooperative Research & Development Agreement with the U.S. Army DEVCOM Ground Vehicle Systems Center to rapidly develop and qualify additively manufactured parts and assemblies for ground combat vehicles and other military systems. This collaboration underscores Velo3D's role in addressing defense supply chain bottlenecks by using its U.S.-assembled Sapphire printers and Rapid Production Solution to produce larger, mission-critical components with...

Northwest Bancshares (NWBI) caught investors’ attention after its shares moved 3.1% higher following strong earnings from peer KeyCorp, a move that reflected broader optimism toward regional banks rather than company specific news. See our latest analysis for Northwest Bancshares. At a latest share price of US$12.49, Northwest Bancshares has recorded a 4.3% year to date share price return. Its 1 year total shareholder return of 1.1% suggests only modest long term progress and relatively muted...

Grab Holdings (GRAB) is back in focus after a cluster of analyst upgrades highlighted its core mobility and deliveries businesses, relatively low competitive intensity, strong net cash position, and a potential share buyback plan. See our latest analysis for Grab Holdings. At a latest share price of $4.58, Grab’s 7 day share price return of 4.57% sits against a 30 day decline of 10.72% and a 90 day drop of 21.71%, while its 3 year total shareholder return of 23.45% contrasts with a 5 year...

Thermon Group Holdings recently reported second-quarter 2025 results that surpassed earnings and revenue expectations, underscoring strong operational execution and business momentum. This performance has reinforced perceptions of Thermon’s competitive position in its niche industrial heating market as it heads into upcoming earnings updates. We’ll now examine how Thermon’s better‑than‑expected quarterly results influence its investment narrative and what they might signal for future...

In January 2026, BELIMO Holding AG reported its 2025 revenue results, revealing accelerated sales growth of 23.3% in local currencies and total sales of CHF 1,121 million. This sharp step-up in growth compared with 2024 signals a meaningful strengthening in demand for BELIMO’s HVAC solutions across its end markets. We’ll explore how BELIMO’s sharply accelerating 2025 sales growth shapes the company’s investment narrative and future business positioning. These 9 companies survived and...