Latest News

Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

XTRA:SAP
XTRA:SAPSoftware

SAP Ties Trusted Tech Alliance Role To Retail AI Upside

SAP (XTRA:SAP) is helping form the Trusted Tech Alliance to promote secure, interoperable digital infrastructure at a global level. The company is also rolling out AI-driven retail experiences through its expanded partnership with N4XT at New York Fashion Week. The Retail Innovation Lab at NYFW showcases how SAP’s technology can be used in real time in fashion and commerce settings. SAP sits at the center of enterprise software, with long roots in areas like ERP, supply chain and data...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) Valuation After Recent Short Term Share Price Momentum

CRISPR Therapeutics stock snapshot CRISPR Therapeutics (CRSP) has drawn attention after recent trading moves, with the stock closing at US$53.07 and showing mixed returns over the past year, including a 1 day gain of 8.5% and a 1 year total return of 6.7%. See our latest analysis for CRISPR Therapeutics. That sharp 8.5% 1 day share price return and 6.8% 7 day share price return sit against a relatively flat 30 and 90 day share price performance. Longer term total shareholder returns mix a...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba Faces Pentagon Scrutiny While Advancing Qwen 3.5 AI Ambitions

The US Department of Defense briefly listed Alibaba Group Holding as a "Chinese military company" before withdrawing the designation. Shortly after, Alibaba introduced Qwen 3.5, a new AI model aimed at competing in agentic AI with major global tech players. Alibaba Group Holding (NYSE:BABA) is back in focus after the Pentagon's short lived move to classify it as tied to the Chinese military, followed by a reversal of that decision. The episode has drawn attention to regulatory and...
NYSE:LC
NYSE:LCConsumer Finance

A Look At LendingClub (LC) Valuation After KBW 2026 Update On Growth Plans And Earnings Transparency

LendingClub (LC) is back in focus after its appearance at the KBW 2026 Winter Financial Services Conference, where management outlined product expansion, loan growth ambitions, profitability targets, and accounting changes aimed at clearer earnings. See our latest analysis for LendingClub. Despite the upbeat guidance and accounting simplification outlined at the KBW conference, LendingClub’s recent share price momentum has cooled, with a 30-day share price return of 24.69% and a year to date...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra (VST) Is Up 12.1% After New Meta Nuclear Deal And Analyst Upgrades - Has The Bull Case Changed?

In recent days, Vistra has been upgraded to Buy by both Jefferies and Goldman Sachs, while also announcing a 20-year agreement to supply more than 2,600 MW of zero-carbon nuclear energy to Meta. This combination of multiple analyst upgrades and a landmark long-term nuclear power contract highlights Vistra’s growing importance as a large-scale clean energy supplier to data center and corporate customers. We’ll now look at how this long-term Meta nuclear contract could reshape Vistra’s...
ASX:AZJ
ASX:AZJTransportation

Aurizon Holdings Net Margin Compression Tests Bullish Earnings Growth Narrative

Aurizon Holdings (ASX:AZJ) has laid out its H1 2026 scorecard with the trailing twelve months showing revenue of A$4.0 billion and basic EPS of A$0.17, setting the context for how its freight business is currently performing. Over recent periods, the company has seen revenue move from A$3.9 billion with EPS of A$0.22 in the year to H1 2025 to A$4.0 billion with EPS of A$0.17 in the latest trailing stretch. The H2 2025 half year on its own delivered revenue of A$1.9 billion and basic EPS of...
BIT:STLAM
BIT:STLAMAuto

Assessing Stellantis (BIT:STLAM) Valuation After Recent Share Price Swings And Conflicting Fair Value Signals

Stellantis (BIT:STLAM) has been on investors’ radar after recent share price moves, including a negative month and past 3 months. This has prompted a closer look at how its fundamentals line up with current market sentiment. See our latest analysis for Stellantis. At a share price of €6.643, Stellantis has seen a 7 day share price return of 8.17% after a 30 day share price return decline of 20.79%, while the 1 year total shareholder return is a 46.12% loss. This suggests that recent momentum...
SGX:C2PU
SGX:C2PUHealth Care REITs

A Look At Parkway Life REIT (SGX:C2PU) Valuation After Strong Full Year Results And Confirmed Distribution

Parkway Life Real Estate Investment Trust (SGX:C2PU) has drawn attention after reporting full year 2025 financials, with sales of S$156.29m and net income of S$152.79m, alongside affirming a 7.64 cent per unit distribution. See our latest analysis for Parkway Life Real Estate Investment Trust. The recent earnings release and confirmed 7.64 cent per unit distribution come as Parkway Life REIT units trade at S$4.06, with a 90 day share price return of 2.01% and a 1 year total shareholder return...
NYSE:DVN
NYSE:DVNOil and Gas

Weaker Earnings And Oil‑to‑Gas Shift Might Change The Case For Investing In Devon Energy (DVN)

Devon Energy recently reported that its February 17, 2026 earnings release showed earnings per share down more than 30% year over year, alongside an 8.52% revenue decline and a shift toward higher gas revenues but lower oil revenues. This combination of weaker earnings and a changing oil-gas revenue mix has prompted analysts to reassess their expectations and trim earnings forecasts. Next, we’ll consider how these weaker near-term earnings expectations and downward estimate revisions affect...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Is Zions (ZION) Using Its New Senior Notes To Quietly Reposition Interest Rate Risk?

Zions Bancorporation, N.A. recently priced and settled a US$500,000,000 fixed‑to‑floating rate senior notes offering due February 9, 2029, with a 4.483% fixed coupon to February 2028 and a subsequent Compounded SOFR plus 1.055% floating rate. The bank plans to use the proceeds to pay down short‑term borrowings while a receive‑fixed hedge converts the new debt cost to floating, reshaping its interest rate risk profile. We’ll now examine how this US$500,000,000 senior notes issuance and...
NYSE:LDOS
NYSE:LDOSProfessional Services

Is Leidos (LDOS) Quietly Redefining Its AI‑Driven Federal Role With This Dividend And DODNet Push?

In February 2026, Leidos Holdings announced a US$0.43 quarterly cash dividend per share, while advancing major defense IT initiatives including accelerating the DODNet migration for over 100,000 users under the US$11.50 billion, 10-year Defense Enclave Services program. Alongside the dividend, Leidos’ recent AI- and cybersecurity-focused contracts and alliances in areas like Zero Trust, automated compliance, and AI governance underscore how its NorthStar 2030 plan is increasingly tied to...
NYSE:JPM
NYSE:JPMBanks

Assessing JPMorgan Chase (JPM) Valuation After Recent Share Price Pullback And Long Term Gains

Setting the scene for JPMorgan Chase JPMorgan Chase (JPM) has drawn investor attention recently as its share price, last closing at US$302.55, reflects a mix of short term pullbacks alongside longer term gains in total return. See our latest analysis for JPMorgan Chase. Recent trading has been choppy, with a 7 day share price return of 6.07% decline and a year to date share price return of 7.04% decline. At the same time, the 1 year total shareholder return of 11.63% and 5 year total...
ASX:ANN
ASX:ANNMedical Equipment

Ansell (ASX:ANN) Net Margin Improvement To 6.7% Tests Longstanding Earnings Skepticism

Ansell (ASX:ANN) has just posted its H1 2026 scorecard, with total revenue of US$983.6 million and basic EPS of US$0.32, alongside trailing twelve month revenue of about US$2.0 billion and EPS of US$0.94 that reflect the impact of a US$98.2 million one off loss on recent results. The company has seen revenue move from US$834.4 million in H2 2024 to just over US$1.0 billion in H1 2025 and US$983.6 million in H2 2025, while basic EPS stepped through US$0.43, US$0.38 and US$0.32 across those...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood Markets (HOOD) Is Down 12.2% After Crypto-Driven Q4 Miss Raises Questions On Diversification Strategy

In February 2026, Robinhood Markets, Inc. reported fourth-quarter 2025 revenue of US$1,283 million, up from US$1,014 million a year earlier, while quarterly net income fell to US$605 million from US$916 million, even as the company continued share repurchases and highlighted growth across multiple product lines. Behind the headline miss on revenue expectations, Robinhood underscored that 11 of its products now each generate over US$100 million in annualized revenue, with a forthcoming credit...
NYSE:LEU
NYSE:LEUOil and Gas

Centrus Energy Repositions On HALEU As Market Weighs New Task Order

Centrus Energy secured a $900 million US government task order to expand uranium enrichment capabilities. The company is shifting toward domestic production of high assay low enriched uranium, or HALEU, for advanced reactors. Centrus entered a new partnership with Fluor to scale operations at its enrichment facility in Ohio. Centrus Energy (NYSE: LEU) sits at the center of a renewed push to build out a domestic nuclear fuel supply, with a current share price of $199.19. The stock has seen...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont Reshapes Portfolio As Ahafo North Lifts Cash And Returns Potential

Newmont (NYSE:NEM) has reached commercial production at its Ahafo North project in Ghana, adding a new producing asset to its portfolio. The company has completed a series of non core asset divestitures, refocusing its portfolio on higher priority operations. Newmont reports record free cash flow alongside elevated gold prices, supporting its plans for capital returns. For investors tracking NYSE:NEM, these updates come with the stock trading at $125.8, with a 1 year return of 174.9% and a...
NasdaqCM:GLTO
NasdaqCM:GLTOBiotechs

Galecto (GLTO) Is Up 21.3% After $316 Million Equity Raise and New $150 Million Shelf Registration

Galecto, Inc. recently completed a follow-on public offering of common stock, issuing 16,644,737 shares and raising approximately US$316.3 million before fees, with Jefferies, Leerink Partners, Evercore ISI and Guggenheim Securities acting as joint book-running managers. Alongside this offering, Galecto filed a mixed shelf registration of up to US$150 million, giving the company additional flexibility to issue various securities over time to support its pipeline in blood cancers and fibrotic...
TSE:7832
TSE:7832Leisure

Should BANDAI NAMCO’s Upgraded Guidance and ¥30 Billion Buyback Prompt Action From (TSE:7832) Investors?

In February 2026, BANDAI NAMCO Holdings Inc. approved a share repurchase program of up to 6,000,000 shares for ¥30,000 million, raised its full-year earnings guidance, and outlined higher regular and performance-based dividends for the year ending March 31, 2026. Together, the upgraded profit outlook, buyback authorization, and richer dividend policy highlight management’s emphasis on capital efficiency and shareholder returns within its new Mid-term Plan. We’ll now examine how the...
NYSE:VRT
NYSE:VRTElectrical

Is It Too Late To Consider Vertiv (VRT) After Its 117% One Year Surge

If you are wondering whether Vertiv Holdings Co is still attractively priced after its run, you are not alone. The stock has become a regular talking point for valuation focused investors. Vertiv's share price closed at US$234.53, with returns of 16.1% over the past week, 32.6% over the past month and 33.6% year to date. The 1 year gain stands at 117.4%, and the 3 year and 5 year returns are very large in percentage terms. Recent coverage around Vertiv has focused on its role in critical...
TSE:9716
TSE:9716Professional Services

Should Nomura’s 2026 Management Overhaul and Reorganization Reshape Its Governance Story for (TSE:9716) Investors?

Nomura Co., Ltd. has announced extensive executive officer and executive fellow personnel changes, alongside a major organizational restructuring, set to take effect on March 1, 2026, including new roles overseeing domestic business, corporate functions, overseas operations, sustainability, and creative divisions. The combination of refreshed leadership responsibilities and the breakup of large headquarters into more focused units signals an effort to tighten corporate governance and...
NYSE:KVYO
NYSE:KVYOSoftware

Klaviyo’s Enterprise AI Push Reshapes Growth Story And Valuation Debate

Klaviyo (NYSE:KVYO) is expanding rapidly in the enterprise market, with a sharp rise in high-value customers. The company is rolling out advanced AI agents that support more autonomous customer experiences. Doubled million dollar ARR accounts and growing enterprise adoption suggest a meaningful shift in its business mix. Klaviyo, known for its marketing automation and customer data platform tools, is pushing further into larger enterprise accounts as retailers and brands seek more automated...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

What Palomar Holdings (PLMR)'s Record 2025 Earnings and Weaker Underwriting Efficiency Mean For Shareholders

In February 2026, Palomar Holdings reported fourth-quarter and full-year 2025 results showing revenue rising to US$253.36 million for the quarter and US$875.97 million for the year, with net income increasing to US$56.17 million and US$197.07 million respectively, alongside higher basic and diluted earnings per share from continuing operations. Despite these record headline figures, investors focused on weaker-than-expected underwriting efficiency, as margin pressures and a higher combined...