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Key Insights Using the 2 Stage Free Cash Flow to Equity, EXEO Group fair value estimate is JP¥2,381 EXEO Group's...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Key Insights Kurita Water Industries' estimated fair value is JP¥5,156 based on 2 Stage Free Cash Flow to Equity Kurita...

Bank of America (BAC) shares have inched higher over the past month, supported by modest gains in revenue and net income. The stock is drawing attention as investors size up its latest financials and steady performance. See our latest analysis for Bank of America. Bank of America’s 10% share price return over the past month stands out, especially as momentum has steadily built since the start of the year. Over the longer run, the 3-year total shareholder return of 54% suggests that recent...

In recent days, Enphase Energy reported widespread adoption of its IQ8 Microinverters for global gas station solar installations and its IQ Battery systems becoming eligible for San Diego Community Power’s Solar Battery Savings program, offering upfront rebates and performance incentives to residential customers. This expansion highlights how Enphase’s advanced safety, domestic manufacturing, and incentive-qualifying features are driving adoption across both critical commercial and...

Portland General Electric (POR) climbed to a new 52-week high after reporting third-quarter earnings that topped expectations, even though revenue fell short. The company also reaffirmed its yearly guidance, which has supported continued investor optimism. See our latest analysis for Portland General Electric. After reaffirming its growth outlook and topping earnings expectations, Portland General Electric’s share price has jumped 17% over the past three months and now trades at $50.29,...

Celanese (CE) shares are in focus after the company posted a substantial net loss for the third quarter, along with disclosing a $1.5 billion asset impairment related to goodwill and certain trade names. See our latest analysis for Celanese. Celanese’s recent third-quarter results, featuring a major $1.5 billion impairment and steep net loss, have contributed to the stock’s sharp challenges this year. While the shares climbed 11% over the past week, broader momentum remains pressured, with a...

Atlassian Corporation recently reported its fiscal first-quarter 2026 results, showing US$1.43 billion in revenue and a net loss of US$51.87 million, while also confirming the completion of an additional share buyback tranche worth US$249.96 million between July and September 2025. Despite beating revenue expectations and advancing its integration of AI and cloud offerings, investor sentiment was tempered by ongoing concerns about how emerging AI tools could affect long-term demand for...

LiveRamp Holdings (RAMP) grabbed investor attention after reporting strong earnings, highlighting revenue and net income growth for the quarter. The company paired these results with upbeat guidance and news of new large contracts. See our latest analysis for LiveRamp Holdings. LiveRamp’s recent results have fired up momentum in its share price, with a standout 14% gain over the past month and an 18% jump across the last quarter. This resurgence reflects renewed optimism around the company’s...

Kodiak Gas Services reported its third quarter 2025 earnings, recording sales of US$296.97 million and a net loss of US$14.01 million, while also announcing the completion of a major share buyback program totaling over 2.49 million shares for US$84.96 million. Although year-over-year sales increased, both net loss and loss per share widened, highlighting cost pressures even as the company returned significant capital to shareholders through its repurchase activity. We'll assess how the...

Array Digital Infrastructure, Inc. recently reported third quarter 2025 results, revealing revenues of US$47.12 million and a reduction in net losses compared to the same period last year, alongside announcing the upcoming appointment of Anthony Carlson as President and CEO on November 16, 2025. This transition marks Array's first full quarter after its transformation into a standalone tower company, highlighted by a very large year-over-year increase in site rental revenue driven by new...

On October 30, 2025, Puig Brands reaffirmed its earnings guidance for the full year, maintaining like-for-like revenue growth expectations in the 6% to 8% range. This steady outlook, confirmed just after its Q3 2025 earnings call, reflects management’s confidence in the underlying momentum of Puig Brands’ business performance. We’ll explore how management’s reaffirmation of growth guidance shapes Puig Brands’ investment narrative and outlook moving into year-end. Explore 27 top quantum...

Intercos S.p.A. was recently removed from the Euronext 150 Index, a development that could impact its standing among institutional investors and index-tracking funds. This removal often necessitates portfolio rebalancing, which may result in shifts in demand for the company's shares from funds that track the index. We'll now examine how Intercos' exit from the Euronext 150 Index could affect its investment narrative and future market positioning. Find companies with promising cash flow...

QuidelOrtho (QDEL) just released its third quarter earnings, highlighting a mix of declining revenues, a large net loss, and a lowered full-year earnings outlook. The company is also facing several operational headwinds. See our latest analysis for QuidelOrtho. Despite a recent rally that saw QuidelOrtho's share price jump nearly 11% in a single day, the broader trend has been decidedly negative, with a 1-year total shareholder return of -46.8% and a year-to-date share price return of -51.4%...

Wallenius Wilhelmsen (OB:WAWI) just released its third quarter 2025 earnings, with sales showing a slight decline year over year, while net income and basic earnings per share both moved higher. The nine-month figures reveal stronger profitability as well. See our latest analysis for Wallenius Wilhelmsen. Wallenius Wilhelmsen’s latest report landed shortly after a strong run in its share price, with a 7-day return of 11.8% catching attention. Despite some pullback recently, the stock’s...

Rakuten Bank reported strong financial results for the six months ended September 30, 2025, with ordinary income rising 41.4% and profit attributable to owners of the parent increasing 53.5% year-on-year. This significant financial improvement highlights the effectiveness of the bank’s operational strategies and its strengthened position in the competitive financial sector. We'll explore how the sharp gains in profitability further shape Rakuten Bank’s investment narrative and prospects for...

On November 10, 2025, Kyndryl announced it is expanding its long-term collaboration with Dow to modernize Dow's infrastructure applications, using AI and automation to increase operational agility and support innovation across Dow’s technology stack. This enhanced partnership not only highlights Dow's focus on digital transformation but also reflects a commitment to optimizing business processes and technology resilience on a global scale. We’ll examine how Dow’s deeper integration of AI and...

Key Insights Zicom Group's Annual General Meeting to take place on 19th of November CEO Yew Sim Kok's total...

Koninklijke BAM Groep (ENXTAM:BAMNB) was just added to the Euronext 150 Index, a move that tends to draw fresh interest from investors and index-tracking funds. Such inclusion often leads to higher trading activity and visibility. See our latest analysis for Koninklijke BAM Groep. After joining the Euronext 150, BAM's momentum has cooled a bit with a 30-day share price return of -9.97 percent. Its year-to-date share price is still up nearly 70 percent. What stands out most is the company's...

On November 6, 2025, Telia Company announced the extension of its Radio Access Network partnership with Ericsson across Sweden, Norway, Lithuania, and Estonia, under a new four-year deal to deliver enhanced 5G capabilities for both commercial and mission-critical use cases. This collaboration features the introduction of advanced network upgrades, including public sector and defense applications, highlighting Ericsson's technology integration into essential national infrastructure across...

Safe announced a partnership with Circle Internet Group to enhance USDC self-custody solutions, aiming to support secure digital asset storage for institutional clients. This collaboration underscores increasing industry focus on advancing custody infrastructure as institutional adoption of digital assets continues to expand. We'll examine how Circle's push for improved institutional storage reflects on its broader investment narrative amid shifting digital asset security demands. These 13...

ADMA Biologics (ADMA) shares moved higher after the company delivered a strong third quarter. The company reported record revenue growth, raised guidance for 2025 and 2026, and detailed multiple operational milestones that reinforce its growth trajectory. See our latest analysis for ADMA Biologics. ADMA Biologics’ share price has surged nearly 9% in just one day following its upbeat earnings and raised guidance, signaling renewed enthusiasm among investors. While the stock is still down about...

PubMatic (PUBM) just released its third quarter earnings report, highlighting a drop in sales and a larger net loss compared to last year. In addition to these results, the company shared new revenue guidance for the upcoming quarter. See our latest analysis for PubMatic. After a tough year marked by a 33.2% total shareholder loss, PubMatic’s share price staged a dramatic turnaround, soaring 43% in just one day and rallying over 37% in the past month. This sudden momentum suggests a sharp...

Honeywell International (HON) is teaming up with TotalEnergies to pilot its AI-driven Experion Operations Assistant at the Port Arthur Refinery in Texas. This collaboration highlights Honeywell's efforts to advance industrial automation and predictive operations. See our latest analysis for Honeywell International. Honeywell’s tie-up with TotalEnergies comes as the company looks to re-energize momentum after a challenging stretch for its shares. Honeywell’s stock closed at $200.41, with its...