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Hercules Capital (HTGC) is back in focus after its fourth quarter 2025 results came in below Wall Street revenue and non GAAP profit expectations, despite management pointing to record origination activity and portfolio growth. See our latest analysis for Hercules Capital. At a share price of US$15.43, Hercules Capital has seen pressure in recent months, with a 30 day share price return of 17.13% and a year to date share price return of 18.19%. The 1 year total shareholder return of 20.57%...

Bank of America (BAC) is committing US$25 billion of its own capital to private credit deals, expanding its direct lending activity and appointing Anand Melvani to lead the effort within its global capital markets division. See our latest analysis for Bank of America. Recent moves like the US$25 billion private credit push sit alongside a steady stream of bond issuances and partnerships. The 1 year total shareholder return of 21.15% contrasts with a weaker year to date share price return of a...

Why Philip Morris International (PM) Is On Investors’ Radar Philip Morris International (PM) has drawn fresh attention after its recent share price move, with the stock last closing at $183.40, prompting investors to revisit its returns and fundamentals. See our latest analysis for Philip Morris International. That small 1-day share price dip sits against a stronger backdrop, with a 30-day share price return of 6% and a 90-day move of 21.41%. The 1-year total shareholder return of 22.98% and...

Dana Incorporated has completed repurchasing 34,000,000 shares for US$653.3 million under its June 2025 authorization, raised its quarterly dividend to US$0.12 per share, expanded its buyback authorization to US$2.00 billion through 2030, and announced a planned CEO transition to Byron Foster, all confirmed in February 2026. Together, the enlarged and extended buyback, higher dividend, and leadership change point to an emphasis on returning capital while maintaining continuity in how the...

In Q4 2025, RB Global, Inc. emphasized long-term partner relationships and scale, driving growth in its automotive business, securing multi-year renewals with key partners, and outlining plans to deploy its IAA Total Loss Predictor AI tool while targeting 5–8% gross transaction value growth in 2026. A distinctive element of this update is management’s emphasis on physical infrastructure and proprietary data as a core moat, supported by net debt-to-adjusted EBITDA of 1.4x that leaves room for...

Why Atmos Energy's latest earnings caught investors' attention Atmos Energy (ATO) recently reported first quarter earnings per share that came in ahead of Wall Street expectations, drawing fresh attention to a stock that has been outpacing the broader market despite a consensus Hold rating. See our latest analysis for Atmos Energy. The recent 1 month share price return of 9.45% to US$180.97 has come on top of a 1 year total shareholder return of 23.45% and a 5 year total shareholder return of...

SailPoint (SAIL) has drawn investor attention after a period of weaker share performance, with the stock down about 9% over the past week and roughly 20% over the past month. See our latest analysis for SailPoint. The recent 1-day share price return of a 9.44% decline, on top of a 7-day share price return of a 10.87% decline and a year-to-date share price return of a 25.12% decline, points to fading momentum and a market that is reassessing SailPoint’s risk and growth profile despite its...

What Analog Devices' Recent Performance Tells You Analog Devices (ADI) has drawn fresh attention after a strong stretch in its share price, with returns of 16% over the past month and 48% over the past 3 months. For investors, that recent move sits alongside reported annual revenue of US$11.76b and net income of US$2.71b, plus double digit annual growth rates in both metrics. This raises questions about how much of this is already reflected in the current US$355.03 share price. See our latest...

Silvercorp Metals (TSX:SVM) is back in focus after its latest quarterly earnings, where record Q3 revenue of US$126 million came alongside a net loss driven by a one time noncash charge. See our latest analysis for Silvercorp Metals. The Q3 earnings release and strong operational update have come alongside a sharp shift in sentiment, with a 90 day share price return of 69.34% and a 1 year total shareholder return of 214.34%. This points to building momentum from both short term traders and...

ICL Group (ICL) is back on investors’ radar after recent trading moves, with the share price near US$5.43 and mixed returns over the past year, past month, and past three months. See our latest analysis for ICL Group. That 0.74% 1 day share price return sits against a weaker year to date share price return of 6.22% and a 1 year total shareholder return decline of 10.09%. This suggests recent momentum is trying to stabilise after a softer stretch. If this mixed performance has you comparing...

Visteon (VC) has come under fresh scrutiny after its fourth quarter 2025 earnings and full year 2026 outlook, in which revenue guidance and expected EBITDA trailed analyst estimates, highlighting pressure from specific product and end market headwinds. See our latest analysis for Visteon. The earnings release and softer 2026 outlook were followed by a sharp market reaction, with a 1-day share price return of a 1.06% decline and a 7-day share price return of an 11.46% decline. The 1-year total...

Antero Midstream Corporation recently reported past fourth-quarter 2025 revenue of US$297.00 million and net income of US$51.93 million, alongside full‑year 2025 revenue of US$1.19 billion and net income of US$413.16 million, and confirmed 2026 net income guidance of US$485.00 million to US$535.00 million. The company also completed a US$163.32 million share repurchase program and outlined 2026 dividend guidance of US$0.90 per share, underscoring management’s focus on returning cash to...

In February 2026, Appian reported fourth-quarter 2025 revenue of US$202.87 million and reduced its quarterly net loss to US$5.1 million, while turning a full-year 2025 net income of US$1.23 million on revenue of US$726.94 million and announcing new 2026 revenue guidance. Alongside these results, Appian revealed a potential ten-year U.S. Army enterprise agreement worth up to US$500 million and a US$50 million share repurchase program running through February 2028, underscoring management’s...

Ryman Hospitality Properties stock update Ryman Hospitality Properties (RHP) shares recently closed at $104.85, with returns of 1 day at 1.7%, the past week at 4.3%, the past month at 9.8% and the past 3 months at 11.5%. See our latest analysis for Ryman Hospitality Properties. That recent 1 month share price return of 9.8% and 1 year total shareholder return of 11.9% suggest momentum has been building, with recent gains adding to a solid multi year record. If Ryman’s move has you thinking...

Yokohama Rubber Company (TSE:5101) drew investor attention after reporting full year 2025 results, with sales of ¥1,234,959 million and net income of ¥105,398 million, alongside a board meeting to consider a dividend. See our latest analysis for Yokohama Rubber Company. The earnings release and upcoming dividend decision have coincided with a sharp upswing in the shares. A 24.82% 1 month share price return has contributed to a 35.29% 3 month share price return and a 5 year total shareholder...

Earlier this month, CoStar Group launched Homes AI on Homes.com, a conversational real estate search experience powered by Microsoft Azure OpenAI that lets consumers use natural voice or text to explore properties, neighborhoods, schools, and 3D tours within a single, integrated interface. At the same time, CoStar is facing renewed activist pressure and governance changes, including amendments to its executive severance plan, tightening investor focus on how aggressively it invests in...

Why Home Depot Stock Is on Investors’ Radar Today Home Depot (HD) is drawing attention after recent share moves, with the stock roughly flat over the past month but showing a strong positive return over the past 3 months. For context, Home Depot last closed at $382.25, with the company reporting annual revenue of about $166.2b and net income of roughly $14.6b, highlighting the scale of its home improvement business. See our latest analysis for Home Depot. After a softer 7 day share price...

Origin Energy Limited has reported half-year 2025 results showing sales of A$7,993 million and net income of A$557 million, while affirming a fully franked ordinary dividend of A$0.30 per share for the period ended December 31, 2025, paid on March 27, 2026. The combination of weaker earnings and a maintained, fully franked dividend highlights management’s emphasis on consistency of shareholder distributions despite softer operating performance. Against this backdrop, we’ll explore how a...

In February 2026, Tripadvisor, Inc. and activist investor Starboard Value escalated their conflict, with Starboard moving to nominate a majority slate of new directors while Tripadvisor highlighted its Experiences-focused realignment and continued engagement with shareholders. This confrontation follows a year in which Tripadvisor posted full-year net income of US$40 million, executed a US$139.8 million share repurchase, yet reported a fourth-quarter loss and faces sharp criticism over...

CVR Partners, LP reported fourth-quarter 2025 sales of US$131.07 million versus US$139.56 million a year earlier, swinging from net income of US$18.3 million to a net loss of US$10.27 million, and declared a reduced fourth-quarter cash distribution of US$0.37 per common unit. Management linked the quarterly loss to planned maintenance and startup issues at the Coffeyville facility but highlighted progress on debottlenecking projects and an aim for higher utilization rates above 95% to...

Exxon Mobil (NYSE:XOM) director Jeffrey W. Ubben will not stand for re election. Ubben is known for focusing on environmentally minded, returns driven decision making. The announcement comes as Exxon Mobil advances large scale oil developments in Guyana. Exxon Mobil is one of the largest integrated energy companies globally, with operations that span oil and gas production, refining, chemicals, and low carbon initiatives. The exit of a director associated with sustainability and returns...

Definium Therapeutics (DFTX) has drawn fresh attention after Jefferies issued a new positive rating and Baird lifted its expectations, both highlighting the clinical potential of DT120, along with Roger Adsett’s appointment to the Board. See our latest analysis for Definium Therapeutics. At a share price of US$17.13, Definium’s recent 8.76% 7 day share price return and 45.79% 90 day share price return suggest momentum has picked up again. The 124.51% 1 year total shareholder return points to...

BancFirst recently reported quarterly results showing revenue up 10.7% year on year and ahead of analyst expectations, while earnings per share fell short of forecasts. This combination of stronger-than-expected top-line growth and weaker profitability offers a nuanced view of how the bank is managing costs and margins. Next, we will examine how BancFirst’s earnings-per-share miss, despite robust revenue growth, influences the company’s broader investment narrative. Find 54 companies with...

In February 2026, Trupanion, Inc. reported past fourth-quarter 2025 results showing revenue of US$376.85 million and net income of US$5.63 million, alongside reduced goodwill impairment charges of US$1.13 million compared with US$5.30 million a year earlier. Management also highlighted stronger retention, increased pet acquisition, and margin gains from better pricing alignment and operational efficiencies, supported by plans for new products and a 36‑month strategy targeting a broader...