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TSE:7460
TSE:7460Retail Distributors

YagiLtd (TSE:7460) Margin Strength In Q3 2026 Reinforces Bullish Earnings Narratives

YagiLtd (TSE:7460) has put up a punchy Q3 2026 scorecard, with revenue at ¥23.8b and basic EPS of ¥233.56, anchored by net income of ¥1,904m as the latest print in a year that has seen earnings grow 88.8% and compound at 34% per year over five years. The company has seen quarterly revenue move from ¥19.4b in Q2 2025 to ¥23.8b in Q3 2026, while basic EPS has ranged from ¥27.75 to ¥233.56 over that stretch, giving investors a clear view of how the income line has scaled alongside the top line...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen Reshapes Portfolio With Everllence Sale Talks And Tavascan Tariff Deal

Volkswagen is progressing a potential sale of its heavy diesel engine subsidiary Everllence SE, seeking interested buyers as part of a broader portfolio review. CUPRA, a Volkswagen brand, has received EU approval for tariff exemptions on its Chinese made Tavascan SUV through a price undertaking agreement. Both moves affect how Volkswagen allocates capital between legacy drivetrain assets and newer battery electric models in Europe and China linked production. Volkswagen, traded as...
NYSE:VFC
NYSE:VFCLuxury

V.F Leadership Shifts Put Focus On Brand Priorities And Valuation Gap

V.F Corporation (NYSE:VFC) has announced senior leadership changes, including appointing Brent Hyder as Chief Commercial Officer. Martino Scabbia Guerrini will move from his current role into a senior advisory position to support the leadership transition. These changes reflect an internal reshuffle of executive responsibilities affecting how the company manages its global brands and commercial operations. For investors watching V.F at a share price of $20.91, these leadership shifts come...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

iRhythm Reorganization Raises Questions On Valuation And Shareholder Position

iRhythm Technologies, Inc. has voluntarily deregistered its Common Stock. The company has completed a holding company reorganization. iRhythm Holdings, Inc. now serves as the new public entity for shareholders. The changes affect the stock associated with NasdaqGS:IRTC and the prior operating company. iRhythm focuses on cardiac monitoring solutions, so any change in its corporate structure tends to attract attention from investors who follow medical technology names. The move to a holding...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Is Tesla (TSLA) Pricing Make Sense After 29% One Year Share Price Gain

If you are wondering whether Tesla's current share price lines up with its underlying value, you are not alone. This article walks through what the numbers are actually saying. Tesla closed at US$425.21, with returns of 0.8% over the last week, a 4.4% decline over the last month, a 2.9% decline year to date, and a 29.4% gain over the past year, while the 3 year return is 103.2% and the 5 year return is 60.2%. Recent headlines around Tesla have focused on the broader electric vehicle sector,...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte’s Zynyz Wins CHMP Support As Investors Weigh Valuation And Earnings

Incyte's drug Zynyz received a positive opinion from the European Medicines Agency's CHMP for use with chemotherapy as a first line treatment for metastatic or inoperable squamous cell carcinoma of the anal canal. The recommendation supports potential use of Zynyz in adult patients across the European Union, subject to final regulatory approval. For investors watching NasdaqGS:INCY, this regulatory progress comes with the stock trading at $100.05 and a 1 year return of 50.8%. Over 3 and 5...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Assessing Vita Coco Company (COCO) Valuation After Strong Sales And Earnings Growth

Recent figures for Vita Coco Company (COCO) have caught investor attention, with unit sales rising 10.8% over the past two years and earnings per share growing 89.3% annually over the last three years. See our latest analysis for Vita Coco Company. Despite strong fundamentals, the recent 1 day share price return of a 3.17% decline and 1 week share price return of a 1.74% decline contrast with a 90 day share price return of 31.11% and a 1 year total shareholder return of 43.48%. This suggests...
NYSE:DRI
NYSE:DRIHospitality

A Look At Darden Restaurants (DRI) Valuation As Bahama Breeze Closures Reshape Its Brand Portfolio

Darden Restaurants (DRI) is closing its remaining 28 Bahama Breeze locations, with 14 set to shut permanently and 14 to be converted to other company brands, sharpening attention on its portfolio choices. See our latest analysis for Darden Restaurants. The Bahama Breeze exits come after a 19.68% 90 day share price return and a 12.30% year to date share price return. The 1 year total shareholder return of 11.53% and 5 year total shareholder return of 91.78% point to momentum that has been...
TSX:LGO
TSX:LGOMetals and Mining

Does Largo (TSX:LGO)'s 2026 Production Ramp Reset the Long-Term Vanadium Investment Narrative?

Largo Inc. recently reported 2025 operating and sales results from its Maracás Menchen Mine, showing lower V2O5 equivalent and ilmenite sales for the year alongside a stronger fourth-quarter rebound in V2O5 production. The company also issued 2026 guidance pointing to materially higher V2O5 equivalent output, underpinned by greater ore availability and processing enhancements such as increased kiln throughput and milling capacity. We will now examine how this planned 2026 V2O5 production...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB) Valuation Reconsidered After Recent Share Price Pullback

Why Airbnb is back on investors’ radar Airbnb (ABNB) has drawn fresh attention after a recent pullback, with the share price showing declines over the past month and year that contrast with the company’s latest reported revenue and net income figures. See our latest analysis for Airbnb. Airbnb’s recent 30 day share price return of a 13.6% decline and 1 year total shareholder return of a 10.6% loss suggest momentum has cooled, reflecting a more cautious stance on future growth and risk than in...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Alkermes Court Approval Puts Avadel Deal And Integration In Focus

Alkermes (NasdaqGS:ALKS) received Irish High Court approval to acquire Avadel Pharmaceuticals. The court sanction means only formal delivery of the court order remains before the transaction can close. This approval is a key milestone in Alkermes' plan to expand its presence in the pharmaceutical market. For you as an investor, this court decision is a concrete step in Alkermes' effort to grow its drug portfolio and pipeline. Alkermes focuses on medicines for serious mental health and...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Is It Time To Reassess Coupang (CPNG) After Its Recent Share Price Slide?

If you are wondering whether Coupang's current share price reflects its true value, you are not alone. This article focuses squarely on that question. The stock last closed at US$18.25, with returns of a 5.7% decline over 7 days, a 19.7% decline over 30 days, a 21.9% decline year to date and a 23.4% decline over 1 year, while the 3 year return sits at 17.4%. Recent headlines around Coupang have focused on its position as a major South Korean e-commerce platform listed in the US and how its...
NYSE:CVS
NYSE:CVSHealthcare

CVS Health (CVS) Margin Compression To 0.4% Tests Bullish Earnings Growth Narrative

CVS Health (CVS) closed out FY 2025 with fourth quarter revenue of US$105.1 billion, Basic EPS of US$2.32 and net income of US$2,943 million, following a year in which trailing twelve month revenue reached US$399.8 billion, Basic EPS stood at US$1.40 and net income was US$1,768 million. The company has seen quarterly revenue move from US$96.9 billion in Q4 2024 to US$105.1 billion in Q4 2025, while Basic EPS shifted from US$1.31 to US$2.32 over the same period, against a backdrop of a...
TSX:VZLA
TSX:VZLAMetals and Mining

Vizsla Silver (TSX:VZLA) Is Down 22.3% After Deadly Worker Abductions Halt Panuco Operations – What's Changed

Vizsla Silver reported that 10 workers were abducted from its Panuco project near Concordia, Mexico, with several later found deceased in a clandestine grave, prompting a suspension of operations and an ongoing investigation by Mexican authorities, who have arrested multiple suspects allegedly linked to a cartel faction. The incident has brought the security profile of the Panuco region into sharp focus, highlighting how local violence can directly affect mining activity, employee safety and...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Is Synopsys (SNPS) Pricing Look Stretched After Recent Share Price Swings And NVIDIA Partnership

If you are wondering whether Synopsys at around US$437.45 is giving you fair value for the risk you are taking, you are asking the right question and this article is going to stay focused on exactly that. The stock has recently been mixed, with a 4.4% gain over the last 7 days, a 16.7% decline over 30 days, and year to date and 1 year returns of 8.9% and 17.3% declines respectively, set against longer term 3 year and 5 year returns of 16.4% and 50.5%. These moves are coming in the context of...
TSE:8844
TSE:8844Real Estate

Cosmos Initia Q3 2026 EPS Collapse Challenges Bullish Growth Narratives

Cosmos Initia (TSE:8844) Q3 2026 Earnings Snapshot Cosmos Initia (TSE:8844) has put out a mixed Q3 2026 update, with revenue of ¥21.2b and basic EPS of ¥0.35 alongside net income of ¥12m, setting a very different tone from earlier in the fiscal year. The company has seen quarterly revenue move from ¥35.3b in Q2 2025 and ¥43.6b in Q4 2025 to ¥38.0b in Q2 2026 before landing at ¥21.2b in Q3 2026. Basic EPS shifted from ¥52.0 in Q2 2025 and ¥40.7 in Q4 2025 to ¥80.7 in Q1 2026 and ¥40.7 in Q2...