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The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

In early February 2026, Chubb Limited reported fourth-quarter 2025 net income of US$3.21 billion and full-year net income of US$10.31 billion, alongside higher basic and diluted earnings per share versus the prior year. The company also completed a US$2.33 billion share repurchase program covering about 2.1% of its shares, reinforcing management’s confidence in Chubb’s financial position and earnings power. Against this backdrop of record earnings and completed buybacks, we’ll examine how...

Independence Realty Trust (IRT) just paired a profitable fourth quarter and full year 2025 with fresh 2026 earnings guidance, highlighting AI driven leasing, portfolio upgrades, and refinanced debt that collectively reshape its risk and cash flow profile. See our latest analysis for Independence Realty Trust. At a share price of $16.35, Independence Realty Trust has paired its latest earnings and 2026 guidance with a 1 day share price return of 2.64%, even as the year to date share price...

BorgWarner Inc. recently announced a wave of contracts and agreements, including long-term deals to supply advanced electrified propulsion systems to global automakers and a master supply agreement with TurboCell for a modular turbine generator system aimed at AI-driven data centers and microgrids, with production planned in North Carolina from 2027. Together with a new universal shelf registration covering multiple securities, these awards highlight BorgWarner’s push to diversify beyond...

Mitsubishi Heavy Industries (TSE:7011) drew fresh attention after reporting nine month sales of ¥3,326,976 million and net income of ¥210,996 million, alongside higher full year earnings guidance for both revenue and profit. See our latest analysis for Mitsubishi Heavy Industries. The raised guidance and earnings update have arrived after a strong run, with the share price at ¥5,031 and a 90 day share price return of 20.53% alongside a very large 5 year total shareholder return of more than...

Akeso (SEHK:9926) has just received approval in China to start Phase II trials for AK139, a first in class IL-4Ra/ST2 bispecific antibody, targeting seven respiratory and autoimmune conditions. See our latest analysis for Akeso. Investors seem to be weighing Akeso's busy clinical calendar against recent volatility, with a 1 day share price return of 1.54% and 7 day return of 4.36% following the AK139 and ivonescimab updates. The 1 year total shareholder return of 74.92% points to strong...

What the latest Mount Polley update means for Imperial Metals shareholders Imperial Metals (TSX:III) just released Mount Polley Mine production figures for the fourth quarter and full year 2025, along with new 2026 copper and gold output guidance that provides investors with a clearer view of management’s plans. See our latest analysis for Imperial Metals. The production update and 2026 guidance landed alongside a 1 day share price return of 3.92% to CA$10.60, after a weaker 7 day share price...

Fuji (TSE:6134) is back in focus after reporting nine month earnings to December 31, 2025, with higher sales, net income and upgraded full year guidance tied to its Robotic Solutions demand in Asia. See our latest analysis for Fuji. The earnings upgrade comes on top of a sharp share price move, with Fuji’s 1-day share price return of 14.39% and 7-day share price return of 42.20% pointing to rapidly building momentum. A 1-year total shareholder return of 160.42% highlights how strong the...

Why Align Technology stock is in focus now Align Technology (ALGN) is back on investors’ radar after its fourth quarter drew a positive market response, with record clear aligner case volumes across Europe, Latin America, and Asia-Pacific supporting sentiment toward the stock. See our latest analysis for Align Technology. At a share price of US$186.77, Align has seen a 40.84% 3 month share price return and 19.70% year to date share price return, while the 1 year total shareholder return of...

In February 2026, FirstSun Capital Bancorp was added to the Zacks Rank #1 (Strong Buy) list after analysts raised current‑year earnings estimates by 9.8% over the prior 60 days, while the company also presented to investors at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. This combination of a higher earnings outlook and increased investor visibility comes despite earlier concerns about modest revenue growth, a contracting net interest margin, and forecasts for a...

In February 2026, Avantor reported fourth-quarter 2025 sales of US$1,663.6 million, with net income falling sharply to US$52.4 million, and a full‑year 2025 net loss of US$530.2 million on slightly lower annual sales of US$6,552.2 million. Alongside these weaker profits, the company completed a US$74.97 million share repurchase and launched its Revival program, reorganizing operations and investing in e‑commerce and brand refresh initiatives to address margin pressures and reposition the...

Sales update and why it matters for Clas Ohlson (OM:CLAS B) Clas Ohlson (OM:CLAS B) just released its January 2026 sales update, reporting SEK 1,005 million for the month and SEK 9,903 million year to date, with 7% growth driven entirely by 9% organic expansion. See our latest analysis for Clas Ohlson. The January sales update comes as Clas Ohlson’s share price has gained 6.26% over the past week and 17.38% over the past month, with a 1 year total shareholder return of 42.36%, suggesting...

ICON plc previously disclosed that its Audit Committee launched an internal investigation into revenue recognition practices from 2023 to 2025, prompting delays to its fourth-quarter and full-year 2025 results and the withdrawal of 2025 financial guidance while it prepares to report material weaknesses in internal controls. Preliminary findings indicating revenue overstatements of less than 2% per year, combined with multiple securities law probes, have raised wider questions about ICON’s...

Alexander’s, Inc. recently reported full-year 2025 results, with sales of US$213.18 million and net income of US$28.22 million, both lower than the prior year, while also affirming a regular quarterly dividend of US$4.50 per share payable on February 27, 2026. The combination of reduced earnings per share from continuing operations and the continued cash return via dividends highlights a tension between current profitability and shareholder income priorities. We’ll now examine how the...

In early February 2026, Lam Research’s board approved a US$0.26 per-share quarterly dividend payable on April 8 and confirmed leadership changes, while the company entered a multi-year R&D collaboration with CEA-Leti to advance specialty semiconductor technologies for AI and high-performance computing. The appointment of Cadence CEO Anirudh Devgan to Lam’s board, alongside the CEA-Leti partnership, underlines a clear emphasis on computational software expertise and materials innovation at...

Earnings rebound and fresh 2026 outlook Capri Holdings (CPRI) returned to profitability in its latest quarter, reporting positive net income and higher earnings per share than a year earlier, while also issuing new full year 2026 revenue and earnings guidance. See our latest analysis for Capri Holdings. The earnings rebound and new 2026 guidance sit against a weaker recent share price trend. Capri Holdings’ 30-day share price return shows a decline of 17.79%, and its 1-year total shareholder...

Alphamab Oncology (SEHK:9966) has dosed the first patient in its Phase III trial of JSKN003 for HER2-positive advanced colorectal cancer, marking a key milestone for this antibody-drug conjugate following its Breakthrough Therapy Designation in China. See our latest analysis for Alphamab Oncology. The JSKN003 milestone comes after a mixed run in the shares, with a 1-year total shareholder return of 124.81% contrasting with a 30-day share price return decline of 12.74% and longer term 3 and 5...

What Ameren’s latest earnings and guidance tell you Ameren (AEE) just paired solid fourth quarter and 2025 results with affirmed 2026 earnings guidance and a higher dividend, giving investors fresh numbers to assess the utility’s long term investment and growth plans. See our latest analysis for Ameren. Ameren’s recent earnings beat, affirmed 2026 guidance, dividend increase and approval for projects like the Big Hollow Energy Center have coincided with building momentum, including a 10.02%...

Pebblebrook Hotel Trust recently refinanced its near-term debt by closing a new US$450 million senior unsecured term loan, retiring the Margaritaville Hollywood Beach Resort mortgage originally due in 2026, and extending its US$650 million revolving credit facility through October 2029. This refinancing meaningfully extends Pebblebrook’s debt maturity profile, reduces reliance on secured borrowing, and leaves its US$650 million revolver fully undrawn, enhancing financial flexibility for...

In early February 2026, Liberty Energy Inc. completed a US$700 million Rule 144A zero-coupon senior unsecured convertible notes offering due March 1, 2031, with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC acting as co-lead underwriters. This refinancing move reshapes Liberty Energy’s capital structure by adding a sizable, potentially dilutive convertible layer that sits ahead of equity while involving top-tier underwriting support. Next, we’ll assess how this sizeable zero-coupon...

Schneider Electric (ENXTPA:SU) is back in focus after a run of product news, including EcoStruxure Foxboro Software Defined Automation, presented as the industry’s first open, software-defined distributed control system for complex industrial operations. See our latest analysis for Schneider Electric. These automation and grid software launches have arrived alongside firm share price momentum, with Schneider Electric’s €262.9 stock posting an 11.8% 1 month share price return and a 124.83% 5...

NETSTREIT (NTST) has just completed a follow on equity offering, raising about US$208.6 million by issuing 10,980,000 common shares at US$19 each, which represents a US$0.76 discount to the offer price. See our latest analysis for NETSTREIT. The follow on equity raise comes on the heels of NETSTREIT’s recent earnings release, dividend increase and 2025 investment update. The stock’s 30 day share price return of 9.49% and 1 year total shareholder return of 53.13% suggest momentum has recently...

In February 2026, Valvoline Inc. filed a shelf registration for up to US$455.10 million of common stock, tied to an ESOP-related offering of 12,078,021 shares, following a quarter in which it reported US$461.8 million in sales and a net loss of US$32.8 million for the period ended December 31, 2025. This combination of a sizable potential equity issuance and a swing from prior-year profitability to a quarterly loss raises important questions about how Valvoline plans to finance growth,...

SpareBank 1 Østlandet (OB:SPOL) has caught investor attention after reporting Q4 2025 net income of NOK 882 million and full year net income of NOK 3,515 million, alongside announcing an annual dividend of NOK 12.70 per share. See our latest analysis for SpareBank 1 Østlandet. Despite the strong Q4 and dividend announcement, the latest one day share price return of a 1.62% decline and seven day return of a 3.26% decline leave the stock slightly softer in the short term. At the same time, the...