ASX:NMG
ASX:NMGMetals and Mining

New Murchison Gold (ASX:NMG) Profit Swing Questions Earnings Quality Narrative

New Murchison Gold (ASX:NMG) has just dropped its FY 2025 numbers, with second half revenue landing at about AU$17.9 million and basic EPS at roughly AU$0.00061. This sets up a clean snapshot of how the business is now translating activity into profit. The company has seen revenue move from effectively zero in the second half of FY 2024 to around AU$17.9 million in the latest half, while basic EPS has shifted from about AU$-0.00018 to AU$0.00061 over the same period. This frames a clear...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Moderna (MRNA): Reassessing Valuation After Recent Share Price Rebound and Stabilizing Revenue Trends

Moderna (MRNA) has been drifting lower this year, even as its pipeline and revenue trends show some signs of stabilization. That disconnect is what has put the stock back on investors radars. See our latest analysis for Moderna. At around $29.46, the recent 90 day share price return of 25.31% contrasts with a still weak 1 year total shareholder return of negative 29.57%. This suggests tentative momentum as investors reassess Moderna’s long term pipeline potential. If Moderna’s rebound has you...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

Did Forrester’s Six-Month Payback Findings Just Shift ZoomInfo Technologies' (GTM) Investment Narrative?

In December 2025, ZoomInfo announced results from a commissioned Forrester Consulting Total Economic Impact study, which reported a very large potential ROI, US$7.6 million in quantified benefits, and US$5.8 million in net present value over three years for a composite enterprise using its platform. The study highlighted that organizations could recoup their investment in fewer than six months, with gains driven by improved data quality, AI-enabled productivity and revenue enhancements...
NYSE:PPG
NYSE:PPGChemicals

Does PPG Industries’ 2025 Valuation Reflect Its Shift Toward Specialty Coatings And Cash Flow Growth?

If you are wondering whether PPG Industries at around $103 a share is a quietly attractive value play or a value trap in disguise, this article will walk through what the numbers are really saying. Over the last week the stock is up 2.5%, extending a 6.2% move over the past month, but that still sits against a softer backdrop with returns of -10.3% year to date and -14.4% over the last year. Recent headlines have focused on PPG's strategic push into higher value, specialty coatings and...
TSE:9163
TSE:9163Professional Services

Nareru Group (TSE:9163) Margin Decline Tests Bullish Undervaluation Narrative After FY 2025 Results

Nareru Group (TSE:9163) has wrapped up FY 2025 with fourth quarter revenue of ¥6.2 billion and basic EPS of ¥55.8, capping off a year in which trailing 12 month revenue reached ¥24.2 billion and EPS came in at ¥238.7. Over the past six reported quarters, revenue has steadily stepped up from ¥20.7 billion to ¥24.2 billion on a trailing basis, while quarterly EPS has moved around in a relatively tight band. This gives investors a clear view of the top line trajectory even as per share earnings...
ASX:TLS
ASX:TLSTelecom

How Telstra’s AI-Driven Connected Future 30 Strategy and Regulatory Scrutiny Will Impact Telstra Group (ASX:TLS) Investors

Earlier in 2025, Telstra Group advanced its Connected Future 30 plan, sharpening its focus on a leaner, AI-driven connectivity business while continuing major share buybacks and emphasizing dependable dividends. At the same time, Senate inquiries into triple-zero emergency call failures heightened regulatory risk, raising the prospect of tougher laws, penalties, and mandated network upgrades that could affect Telstra’s costs and network planning. We’ll now examine how Telstra’s AI-focused...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Assessing Wolters Kluwer’s Valuation After a 44.9% Share Price Slide in 2025

Wondering if Wolters Kluwer is quietly turning into a value opportunity after a rough stretch? You are not alone. This is exactly what we are going to unpack here. The stock has slipped recently, down 1.6% over the last week, 5.0% over the past month, and about 44.9% year to date, even though it still sits about 39.3% higher than it was five years ago. Behind those moves, investors have been reacting to Wolters Kluwer's ongoing push into higher margin, software driven information solutions...
NasdaqGS:FIBK
NasdaqGS:FIBKBanks

First Interstate BancSystem (FIBK): Valuation Check After Its Addition to the S&P 1000 Index

First Interstate BancSystem (FIBK) just earned a spot in the S&P 1000, putting this regional bank on the radar of more index funds and passive investors, which could provide potential tailwinds for liquidity and sentiment. See our latest analysis for First Interstate BancSystem. The backdrop to this index inclusion is a steadily improving trend, with a 30 day share price return of 9.09 percent and a year to date share price return of 10.76 percent suggesting momentum is quietly building,...
TSE:5889
TSE:5889Specialty Retail

Japan Eyewear Holdings (TSE:5889) Margin Expansion Backs Bullish Growth Narrative in Q3 2026

Japan Eyewear Holdings (TSE:5889) has posted its Q3 2026 numbers, with revenue at approximately ¥4.5 billion and basic EPS of ¥37.6, while trailing 12 month EPS stands at ¥175.1 on revenue of about ¥18.0 billion. The company has seen revenue move from roughly ¥15.9 billion to ¥18.0 billion on a trailing 12 month basis, alongside EPS rising from ¥135.5 to ¥175.1. This sets up this quarter as part of a steady earnings run that keeps investor attention squarely on how margins are evolving. See...
NasdaqCM:NUTX
NasdaqCM:NUTXHealthcare

Nutex Health (NUTX): Reassessing Valuation After New Legal Investigation and Short-Seller Allegations

Legal probe reshapes the backdrop for Nutex Health stock The Schall Law Firm’s new investigation into Nutex Health (NUTX), sparked by Blue Orca Capital’s critical report on its billing arbitration practices, adds fresh legal uncertainty at a time when the stock has been rebounding. See our latest analysis for Nutex Health. That backdrop makes Nutex’s sharp recovery even more striking, with a year to date share price return of 432.52% and a 1 year total shareholder return of 428.71%. However,...
TSE:2217
TSE:2217Food

Morozoff (TSE:2217) Posts Q3 Loss as Margin Compression Undercuts Bullish Quality-Earnings Narrative

Morozoff (TSE:2217) has just posted a soft Q3 2026 print, with revenue of ¥6.1 billion and a basic EPS of -¥23.41 as net income slipped to a loss of ¥473 million. Looking across recent quarters, the company has seen revenue move from ¥5.9 billion in Q3 2025 to ¥9.0 billion in Q1 2026, before easing back to ¥7.2 billion in Q2 and ¥6.1 billion in Q3, while EPS swung from -¥6.88 to ¥52.89, then ¥13.06, ¥0.35 and now back into negative territory. For investors, the latest quarter reads as a step...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Will Lam's New AI-Focused Oregon Facility Reshape Lam Research's (LRCX) Next-Gen Chipmaking Narrative?

In recent days, Lam Research expanded its Tualatin, Oregon site with a new US$65 million facility and highlighted strong demand for its advanced etch, deposition, and packaging tools tied to AI-driven chip production for customers like TSMC and Samsung. This combination of capacity expansion, AI-focused product momentum, and supportive analyst commentary underlines how Lam is positioning itself at the center of next-generation semiconductor manufacturing. With Lam’s new Oregon facility...
TSE:4996
TSE:4996Chemicals

Kumiai Chemical Industry (TSE:4996) One‑Off Loss Drives Q4 EPS Slump, Testing Margin‑Recovery Story

Kumiai Chemical Industry (TSE:4996) just posted its FY 2025 fourth quarter numbers with revenue of ¥35.98 billion and a basic EPS of roughly ¥‑38.75, capping off a year where trailing 12 month revenue came in at about ¥170.46 billion and EPS of around ¥36.38. The company has seen quarterly revenue move from ¥31.85 billion in Q4 FY 2024 to ¥35.98 billion in Q4 FY 2025, while basic EPS swung from about ¥6.34 to roughly ¥‑38.75 over the same period. This is likely to lead investors to focus...
NYSE:SNOW
NYSE:SNOWIT

Did Snowflake’s AI Partnerships and Q3 Results Just Shift Snowflake's (SNOW) Investment Narrative?

In recent weeks, Snowflake reported third-quarter fiscal 2026 results with revenue of US$1,212.91 million, narrowed losses, and reaffirmed strong free cash flow guidance, while also expanding its AI ecosystem through a US$200 million multi-year Anthropic partnership, a new Accenture Snowflake Business Group, and Collibra joining its Open Semantic Interchange initiative. Together, these moves deepen Snowflake’s role as an AI data infrastructure hub, aiming to keep enterprise data, governance,...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Can SailPoint’s Recent Share Price Rebound Be Justified By Its Current Valuation?

If you have been wondering whether SailPoint is quietly turning into a value opportunity or just another mid-cap software name treading water, you are in the right place. The stock has edged up 3.9% over the last week and 9.6% over the past month, even though it is still down 4.4% year to date. This mix hints at shifting sentiment and fresh expectations from investors. Recent headlines continue to spotlight SailPoint as a key player in identity security and governance, with attention on how...
SWX:SREN
SWX:SRENInsurance

Swiss Re (SWX:SREN): Reassessing Valuation After New 2025–2026 Net Income Targets

Swiss Re (SWX:SREN) has provided medium-term guidance, targeting net income above USD 4.4 billion in 2025 and around USD 4.5 billion in 2026, giving investors clearer earnings visibility. See our latest analysis for Swiss Re. The guidance lands after a busy stretch for Swiss Re, with leadership changes and shifting sentiment around reinsurance risk. The stock’s 30 day share price return of minus 14.33 percent contrasts with its robust five year total shareholder return of 112.19 percent,...
SEHK:2633
SEHK:2633Pharmaceuticals

Jacobson Pharma (SEHK:2633) Margin Expansion Reinforces Bullish Narrative Despite Slower Revenue Outlook

Jacobson Pharma (SEHK:2633) has posted a steady H1 2026 result, with revenue of HK$766.6 million and basic EPS of HK$0.071, supported by trailing 12 month revenue of about HK$1.5 billion and EPS of HK$0.152 that reflects solid earnings momentum over the past year. The company has seen revenue hover around the HK$1.5 billion mark over recent periods while EPS has increased from HK$0.129 to around HK$0.152 on a trailing basis, pointing to tighter execution and firmer margins that give investors...
NasdaqGM:PPIH
NasdaqGM:PPIHMachinery

Perma-Pipe (PPIH) Q3 2026: Net Margin Compression Tests Bullish Profitability Narrative

Perma-Pipe International Holdings (PPIH) has laid out a busy Q3 2026, reporting revenue of about $61.1 million and basic EPS of roughly $0.78 as investors parse how the latest quarter fits into its recent run of profitability. The company has seen revenue move from around $41.6 million in Q3 2025 to $61.1 million in Q3 2026, while quarterly EPS shifted from about $0.31 to $0.78 over the same period. This sets up a results season where the key question is how sustainable these margins really...
NYSE:M
NYSE:MMultiline Retail

Macy's (M) Is Up 5.7% After Raising 2025 Sales Guidance Despite Lower Q3 Profit - What's Changed

Macy’s, Inc. reported past third-quarter 2025 results showing relatively stable revenue of US$4.91 billion but lower net income of US$11 million, while management raised full-year 2025 net sales guidance to US$21.48 billion–US$21.63 billion and forecast fourth-quarter net sales of about US$7.35 billion–US$7.50 billion. The company’s higher guidance, alongside progress in its “Bold New Chapter” restructuring and a completed buyback of 40.88 million shares, highlights management’s confidence...
TSE:9556
TSE:9556Professional Services

INTLOOP (TSE:9556) Q1: EPS Surge Reinforces Bullish High‑Growth Narrative Despite Rich P/E

INTLOOP (TSE:9556) opened its new fiscal year with Q1 2026 revenue of ¥9.6 billion and basic EPS of ¥39.9, setting a clear marker for how its growth story is carrying into the current year. The company has seen quarterly revenue climb from ¥8.0 billion in Q1 2025 to ¥9.6 billion in Q1 2026, while basic EPS moved from ¥25.8 to ¥39.9 over the same period, and trailing 12 month EPS has advanced from ¥97.2 to ¥160.6 as revenue scaled from ¥27.1 billion to ¥35.2 billion. With net income and...
NYSE:ORI
NYSE:ORIInsurance

Old Republic International (ORI): Assessing Valuation After a Strong Multi‑Year Share Price Run

Old Republic International (ORI) has quietly delivered strong gains over the past year, and the stock’s recent move higher is drawing fresh attention from income focused investors and long term holders alike. See our latest analysis for Old Republic International. The latest leg higher to a share price of $45.3 builds on a steady uptrend, with a year to date share price return of 25.73 percent and a powerful 5 year total shareholder return of 253.07 percent, suggesting momentum is still...
SEHK:178
SEHK:178Specialty Retail

Sa Sa International (SEHK:178) H1 EPS Growth Tests Market’s High-Multiple, Margin-Skeptic Narrative

Sa Sa International Holdings (SEHK:178) has just posted its H1 2026 numbers, with revenue coming in at HK$2.0 billion and basic EPS at HK$0.017, giving investors a fresh data point on the retailer’s post reopening trajectory. The company has seen revenue move from HK$1.9 billion in H1 2025 to HK$2.0 billion in H1 2026, while basic EPS has edged from HK$0.015 to HK$0.017 over the same period. This sets the stage for a debate about how durable its improving profitability really is as margins...
SGX:S68
SGX:S68Capital Markets

Singapore Exchange (SGX:S68) Valuation After Trading Uplift, Crypto Derivatives Push and Planned Nasdaq Bridge

Recent trading data and strategy updates at Singapore Exchange (SGX:S68), including an 18% jump in November securities turnover and fresh connectivity plans with Nasdaq, are giving investors new reasons to revisit the stock. See our latest analysis for Singapore Exchange. The latest trading uplift has come on top of a strong run, with the share price now at $16.94 and a robust year to date share price return of roughly 35%. The three year total shareholder return above 100% suggests momentum...