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Kumagai GumiLtd (TSE:1861) released new earnings guidance for the year ahead, and at the same time announced changes to its dividend payments. The combination of revised forecasts and dividend updates could shape expectations for shareholders. See our latest analysis for Kumagai GumiLtd. After sharing its updated guidance and dividend plans, Kumagai GumiLtd has seen fresh momentum, with a 27.1% gain in its share price over the past 90 days. Impressively, the company’s total shareholder return...

Oracle (ORCL) recently made headlines after unveiling a $30 billion annual cloud services contract. This move underscores its ambition in AI and cloud infrastructure. The company’s strategic shift, along with major data center investments, is drawing extra investor scrutiny. See our latest analysis for Oracle. Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism,...

In late October 2025, Alkami Technology reported third-quarter financial results that fell short of consensus estimates for both earnings per share and revenue, and Pomerantz LLP began investigating potential securities fraud by the company and its leadership. Amid these challenges, a separate announcement highlighted a new partnership between Spiral and Alkami to add advanced savings and giving tools to Alkami's digital banking platform, with rapid early user adoption. We'll explore how...

Markel Group (MKL) has been on investors' radar lately after a steady month that saw shares climb more than 8%. This uptick stands out against mixed returns in the insurance sector and has sparked fresh conversations about the company's value. See our latest analysis for Markel Group. Zooming out from this latest move, Markel Group’s momentum has been building all year. The stock boasts an 18% year-to-date share price return and a one-year total shareholder return of over 16%, comfortably...

Figure Technology Solutions, Inc. recently announced strong third-quarter results with revenue of US$156.37 million and net income of US$89.58 million, alongside a proposed follow-on offering of its Series A Blockchain Common Stock, a blockchain-native equity security intended for 24/7 trading on Figure’s alternative trading system. This innovative stock offering blends traditional equity ownership with blockchain-enabled features, including transparent lending capabilities and seamless...

Discovery Silver Corp. recently announced strong third quarter and nine-month results, posting net income of US$42.44 million and increased gold production, alongside management changes including the appointment of Raymond Yip as Chief Information Officer and the departure of Senior Vice President, Finance, Andreas L’Abbé. Raymond Yip brings over two decades of international IT leadership, previously spearheading digital transformation and AI initiatives at Agnico Eagle Mines and Kirkland...

On November 18, 2025, First Watch Restaurant Group, Inc. presented at the Stephens Annual Investment Conference in Nashville, Tennessee, sharing updates with investors and industry stakeholders. The company recently reported quarterly revenues of US$316 million, reflecting a 25.6% year-on-year increase that led its sit-down dining sector peers and surpassed analyst expectations. We'll explore how First Watch's standout revenue growth, highlighted by its leadership team, may shape its...

F5, Inc. recently disclosed it had experienced a significant cybersecurity breach involving a nation-state actor, leading to long-term system access and data theft, and subsequently issued a weaker financial outlook for 2026 as a result of the incident's operational impact and delayed customer approvals. This breach has not only raised concerns about F5’s security posture but also prompted a shareholder investigation into whether the company’s disclosure practices regarding the incident were...

Earlier this week, Spirit Airlines disclosed serious doubts about its ability to continue as a going concern, signaling possible cutbacks or an exit from the airline market. This sparked a positive market reaction for American Airlines, as reduced industry capacity could strengthen the ability of remaining carriers to maintain or improve ticket pricing. We’ll explore how Spirit Airlines’ financial uncertainty, and the potential for lower industry capacity, factors into American Airlines’...

Obayashi (TSE:1802) saw its shares climb to all-time highs, jumping nearly 5% at the close, even as the Nikkei 225 posted a sharp drop. The stock’s rise drew attention, given the broader market’s decline. See our latest analysis for Obayashi. Today’s leap caps off months of strong momentum for Obayashi, with a 1-month share price return of 21.34% and an impressive 46.78% gain year-to-date. Zooming out, the total shareholder return has soared 52.91% over the past year and nearly tripled over...

On November 18, 2025, Matson, Inc. participated in the Stephens Annual Investment Conference in Nashville, with CFO Joel M. Wine discussing the company’s $1 billion new vessel program and other initiatives. A key insight from the conference was Matson’s emphasis on both its capital investment in fleet modernization and its strategic joint venture for terminal operations, underscoring its focus on long-term operational and financial strength. We'll review how Matson's new vessel investment,...

Wondering if Deere is a bargain or overpriced? Here is what you need to know before making your next move. The share price has notched up a 2.3% gain this week and is up 16.5% year-to-date. Investors are watching closely for signs of sustained growth or fresh risks. Recent headlines have highlighted Deere's continued investment in smart farming technology and strategic expansions, fueling speculation about longer-term prospects. These moves are shaping the narrative around Deere's market...

Earlier this month, Graphic Packaging Holding reported solid third-quarter financial results but lowered its full-year 2025 adjusted EPS guidance, citing soft consumer demand. The company highlighted success in reducing inventory and expanding into new markets through packaging innovation, though this comes amid ongoing volume declines over the past two years. We'll now explore how the cautious full-year outlook and muted consumer demand impact the company's investment narrative and growth...

In recent weeks, Tripadvisor reiterated its plan to integrate Viator rather than spin it off, aiming for approximately US$85 million in cost savings and a potential 20% EBITDA boost; meanwhile, activist investor 13D Management initiated a significant position, and CFO Mike Noonan engaged with investors at a major tech conference in Arizona. This integration-focused strategy, combined with renewed activist interest, signals growing confidence in Tripadvisor’s drive for operational synergies...

Hydro One (TSX:H) just announced the pricing of a $1.6 billion medium-term note under its Sustainable Financing Framework. The initiative aims to fund new or existing green projects. This move showcases Hydro One’s increasing commitment to sustainability-focused investments. See our latest analysis for Hydro One. Hydro One's recent surge in sustainability financing hasn’t gone unnoticed by investors. The stock is up over 23% year-to-date and has delivered a remarkable 23% total shareholder...

Taiyo Holdings (TSE:4626) unveiled new advancements in its partnership with imec and showcased a next-generation insulating material for fine-pitch RDLs at the 14th IEEE CPMT Symposium Japan. Early shipments for research point to possible future demand. See our latest analysis for Taiyo Holdings. Taiyo Holdings’ recent technical breakthrough comes on the back of surprising share price strength. After a modest pullback this week, the 1-month share price return stands at 9.6%, and the...

On November 11, 2025, The Chemours Company presented at the Morgan Stanley Global Chemicals, Agriculture and Packaging Conference in Boston, following a recent Q3 earnings report and updated outlook. The company's latest guidance highlighted ongoing pricing pressure in its Titanium Technologies segment and operational setbacks in Advanced Performance Materials, which are expected to weigh on future earnings. We'll explore how Chemours' forecast for decreased Q4 sales and EBITDA influences...

Earlier this week, Charter Communications announced a wide-ranging agreement with Amazon Web Services to integrate advanced generative AI, standardizing key development processes and deploying AI-powered tools like GitLab Duo with Amazon Q Developer across its software and operations. This collaboration signals Charter's commitment to digital transformation by automating software development and operational processes with AI, aimed at enhancing efficiency and customer experiences throughout...

Magic Software Enterprises (MGIC) has caught the attention of investors lately, with its stock moving nearly 2% higher in a single day and up close to 10% for the month. The action reflects shifting sentiment as new trading dynamics come into play. See our latest analysis for Magic Software Enterprises. Momentum has clearly built up behind Magic Software Enterprises after a blockbuster run this year. The share price is up 86.9% year-to-date, and the one-year total shareholder return has...

Toagosei (TSE:4045) has revealed major organizational changes set to take effect in January 2026. The changes focus on streamlining operations and increasing innovation as part of the company's ongoing Medium-Term Management Plan. See our latest analysis for Toagosei. Toagosei's bold restructuring has come at a time when momentum is positive, with shareholders enjoying a 1-year total return of nearly 9% and a strong 3-year total return of almost 50%. The latest plans for leadership and...

Global Payments announced it has partnered with Uber Eats to make Uber Eats the preferred delivery partner integrated into its Genius POS system for restaurants in the U.S. and Canada, aiming to simplify onboarding and streamline delivery operations, while also unveiling new hardware and client wins such as 7 Brew Drive-Thru Coffee. This marks a shift toward more seamless restaurant technology, as Global Payments introduces the industry's first modular countertop POS device and deepens...

Sirius XM Holdings (SIRI) has named Zac Coughlin as its next Chief Financial Officer, effective January 1, 2026. He will take over from Tom Barry at year-end. Coughlin’s extensive financial background could help support SiriusXM’s ongoing transformation and strategic goals. See our latest analysis for Sirius XM Holdings. Even with this high-profile CFO transition and a steady reaffirmation of 2025 guidance, Sirius XM Holdings has struggled to reignite investor confidence. The stock’s 1-year...

Zscaler (ZS) shares have been on the move recently, catching the eye of investors curious about the company's direction this month. Trading patterns show shifts that raise questions about current valuation and growth prospects. See our latest analysis for Zscaler. Zscaler’s share price has been on a bumpy ride lately, sliding 8.2% over the past week and dropping 14.9% in the last month. However, it is still holding on to a robust year-to-date share price return of 51.4%. While recent...

Opendoor Technologies (OPEN) recently grabbed investor attention following a rough patch in the housing sector, with its stock swinging sharply as unsold inventory and rising expenses put pressure on the business. Layered onto the broader market anxiety, interim CFO Christina Schwartz sold shares, an event that has only intensified investor focus. The company's decision to announce a special dividend in tradable warrants also stirred up questions about shareholder value and strategy. See our...