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OM:FAG
OM:FAGElectrical

Fagerhult Group (OM:FAG) Net Margin Stuck At 4% Tests Bullish Re‑Rating Narrative

Fagerhult Group (OM:FAG) has wrapped up FY 2025 with fourth quarter revenue of SEK2,076.7 million and basic EPS of SEK0.64, alongside trailing twelve month revenue of SEK7,891.4 million and EPS of SEK1.80, giving investors a clear view of the recent top and bottom line picture. Over recent quarters, the company has seen revenue range from SEK1,848.3 million to SEK2,076.7 million in 2025, while quarterly EPS has moved between SEK0.26 and SEK0.64, compared with SEK0.30 in the fourth quarter of...
NYSE:PFSI
NYSE:PFSIDiversified Financial

A Look At PennyMac Financial Services (PFSI) Valuation After Rosen Law Investigation And Q4 2025 Servicing Income Shock

Rosen Law Firm’s investigation into PennyMac Financial Services (PFSI), centered on allegations of misleading business information and a sharp Q4 2025 servicing income decline, has put fresh attention on the stock and its recent price movements. See our latest analysis for PennyMac Financial Services. The legal investigation and Q4 2025 servicing income shock follow a steep 1 month share price decline of 41.13% and a 28.61% year to date share price decline. This comes even though the 3 year...
TSE:6758
TSE:6758Consumer Durables

How Sony’s Weak Q3 Results, New Guidance and Bigger Buyback Will Impact Sony Group (TSE:6758) Investors

Sony Group recently reported December 2025 quarter results showing sales of ¥3,713,681 million but a net loss of ¥1,008,612 million, while also updating full‑year 2026 guidance to sales of ¥12.30 trillion, operating income of ¥1.54 trillion and net income of ¥1.13 trillion. Alongside these earnings, Sony announced a leadership reshuffle effective April 2026 and expanded its share buyback authorization, even as its technology will underpin coaching communications, broadcast imaging and...
CPSE:FLS
CPSE:FLSMachinery

FLSmidth Cement Exit And Buyback Refocus Earnings On Mining Services

FLSmidth (CPSE:FLS) has completed its divestment of the cement business, becoming a pure mining technology and services supplier. The company has announced a new share buyback program alongside this business reshaping. These updates mark a key turning point in the group’s focus and capital allocation priorities. For you as an investor, CPSE:FLS is now a focused mining equipment and services company rather than a mixed mining and cement group. That shift matters if you follow trends in...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

Assessing IES Holdings (IESC) Valuation After Strong Quarterly Earnings And Sector Momentum

IES Holdings (IESC) is back in focus after its latest quarterly earnings report, which highlighted revenue of about US$3.49b and net income of roughly US$339m, alongside continued strength in commercial, industrial, and data center projects. See our latest analysis for IES Holdings. Despite a 3.3% one day share price decline to about US$500.85, IES Holdings has seen its share price return of 8.9% over 30 days and 35.5% over 90 days, alongside a very large multi year total shareholder return...
NasdaqGS:LULU
NasdaqGS:LULULuxury

A Look At Lululemon (LULU) Valuation After Product Concerns And CEO Departure

Lululemon athletica (LULU) is back in focus after recurring complaints about see-through leggings, a CEO departure, and fresh product launches. These developments are raising questions about execution, brand resilience, and where the stock stands today. See our latest analysis for lululemon athletica. Those mixed headlines are reflected in the numbers, with the share price at US$177.72 after a 30 day share price return of a 12% decline and a 1 year total shareholder return of a 52% decline...
NYSE:ATKR
NYSE:ATKRElectrical

Assessing Atkore’s (ATKR) Valuation As Recent Price Swings Send Mixed Signals

Why Atkore Is On Investors’ Radar Today Atkore (ATKR) has drawn attention after recent share price moves, with the stock roughly flat over the past year but showing a gain over the past 3 months and a weaker month. Against that backdrop, investors are weighing the company’s value score of 3, recent financial results, and how its current price around $66.39 lines up with its fundamentals. See our latest analysis for Atkore. Atkore’s recent 14.58% three-month share price return contrasts with a...
OB:NHY
OB:NHYMetals and Mining

A Look At Norsk Hydro’s (OB:NHY) Valuation After Earnings, Dividend Proposal And Extrusions Restructuring Guidance

Norsk Hydro (OB:NHY) is back in focus after its 2025 earnings update, reporting sales of NOK 207,971 million, net income of NOK 6,717 million, and a proposed dividend of NOK 3.0 per share. See our latest analysis for Norsk Hydro. The latest earnings and dividend proposal come after a mixed few months for the share price, with a 1 day share price return of 2.12% but a 7 day share price return of an 8.06% decline, while the 90 day share price return of 18.10% and 1 year total shareholder return...
TSE:7974
TSE:7974Entertainment

How Nintendo’s Expanded Super Mario Galaxy Movie Toy Push At Nintendo (TSE:7974) Has Changed Its Investment Story

In February 2026, JAKKS Pacific announced it had renewed its partnership with Universal Products & Experiences, Illumination and Nintendo to launch an expanded Super Mario Galaxy Movie toy line, with figures, playsets and plush now available for pre-order at major retailers including Walmart, Target and Smyths Toys. This broadened merchandise range underlines how Nintendo’s characters are being leveraged far beyond consoles, deepening fan engagement across film, toys and collectibles. We’ll...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Nano Nuclear’s KRONOS Progress And AI Deal Versus Weak Share Momentum

NANO Nuclear Energy (NasdaqCM:NNE) reports progress toward licensing and commercial deployment of its KRONOS microreactor, including completion of key site characterization work. The company is advancing construction permit applications and licensing efforts in both the U.S. and Canada for its micro modular reactor. Recent private placements have increased financial resources to support KRONOS development, acquisitions, and potential global expansion. NANO Nuclear has entered a feasibility...
TSE:4503
TSE:4503Pharmaceuticals

How Upgraded Guidance, Patent Settlements And AI Deals At Astellas Pharma (TSE:4503) Has Changed Its Investment Story

In early February 2026, Astellas Pharma raised its full-year revenue and profit guidance, citing stronger global sales of XTANDI and Mirabegron and favorable foreign exchange effects, while also resolving all U.S. Myrbetriq patent litigation through settlements totaling US$210,000,000 in cash and license payments from Lupin and Zydus. Shortly afterward, Evinova announced an AI-powered clinical development collaboration with Astellas, AstraZeneca and Bristol Myers Squibb, highlighting...
NYSE:MCY
NYSE:MCYInsurance

Mercury General Balances Catastrophe Losses And Rate Hike With Solid Results

Mercury General (NYSE:MCY) reported strong Q4 and full year results, even with sizeable catastrophe losses from the Palisades and Eaton wildfires in California. The insurer maintained profitability and a healthy combined ratio despite these events. The California Department of Insurance approved a 6.9% rate increase, which applies to Mercury General's policies in the state. Mercury General enters this news cycle with shares at $87.34 and a 71.0% gain over the past year, along with a 164.0%...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Is It Time To Reassess Selective Insurance Group (SIGI) After Recent Sector Coverage?

If you are wondering whether Selective Insurance Group is attractively priced or already reflecting its strengths, starting with a clear look at value can help frame your next move. The stock closed at US$86.54, with a 7 day return of a 2.4% decline, a 30 day return of 5.7%, a year to date return of 3.6%, a 1 year return of 10.4%, a 3 year return of a 9.5% decline, and a 5 year return of 34.2%, which gives you a mix of short term bumps and longer term context to think about. Recent news...
TSE:6326
TSE:6326Machinery

Kubota (TSE:6326) Is Up 8.4% After Lifting 2026 Dividend Outlook Amid Profit Pressure – What's Changed

Kubota Corporation’s board meeting on February 12, 2026 approved a year-end dividend of ¥25 per share for 2025, confirmed capital infusion of ₹5 billion into Escorts Kubota Finance, and advanced stock-based compensation plans using treasury shares. On the same day, Kubota reported full-year 2025 earnings with slightly higher sales but lower net income, while issuing 2026 guidance that includes higher dividend expectations, highlighting a continued emphasis on shareholder returns despite...
NYSE:JOBY
NYSE:JOBYAirlines

A Look At Joby Aviation’s (JOBY) Valuation After FAA‑Standard Aircraft Milestone And Expanded Funding Plans

Joby Aviation (JOBY) is back in focus after completing its first aircraft built to full FAA standards, starting powered testing, securing about $1.2b in public offerings, and planning to double U.S. production capacity. See our latest analysis for Joby Aviation. Against that backdrop, Joby’s recent news on FAA standard aircraft, powered testing, fresh capital and expanded U.S. manufacturing has come alongside a 30.4% year to date share price decline, while its 1 year total shareholder return...
TSE:6367
TSE:6367Building

Assessing Daikin Industries (TSE:6367) Valuation After Updated Fiscal 2026 Guidance And Nine Month Earnings

Earnings update and why it matters for Daikin IndustriesLtd (TSE:6367) Daikin IndustriesLtd (TSE:6367) is back in focus after reporting nine month earnings to December 31, 2025, alongside fresh full year guidance that gives investors a clearer view of expected sales, profit and earnings per share. See our latest analysis for Daikin IndustriesLtd. The fresh guidance and nine month update come after a period where the share price has seen a 7.70% 7 day share price return and a 28.66% 1 year...
HLSE:NOKIA
HLSE:NOKIACommunications

Nokia Reshapes Business For AI And Cloud With RAN And Optical Push

Nokia Oyj (HLSE:NOKIA) plans to simplify its operating model into Network Infrastructure and Mobile Infrastructure from 2026. The company is sharpening its focus on growth opportunities linked to AI and Cloud. Nokia has agreed to acquire Infinera, expanding its portfolio in optical and networking technologies. Industry research from Dell'Oro Group indicates that Nokia has gained share in the global Radio Access Network market. Nokia operates across network equipment and related...
OM:SINCH
OM:SINCHSoftware

Sinch (OM:SINCH) Returns To Profitability As 77.6x P/E Tests Bullish Narratives

Sinch FY 2025 results set a cleaner earnings picture for investors Sinch (OM:SINCH) has just reported its FY 2025 numbers with Q4 revenue of SEK 6.9b and basic EPS of SEK 0.31, capping off a year where trailing twelve month revenue sat at SEK 27.5b and EPS at SEK 0.26. Over recent quarters the company has seen revenue range from SEK 6.7b to SEK 7.2b a quarter, while basic EPS has moved from a loss of SEK 0.06 in Q1 2025 to a profit of SEK 0.31 in Q4. This sets up a story that now hinges on...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Targets AI Demand With Multi Cloud Gateway And Metro Expansion

Lumen Technologies launched a new Multi Cloud Gateway to connect enterprise workloads across multiple public clouds. The company expanded metro data center connectivity to support AI and hybrid cloud use cases with high capacity, private links. The updates position Lumen to target enterprise demand for AI ready infrastructure and cloud native applications. For investors watching NYSE:LUMN, this move comes as the stock trades at $8.09, with a 64.1% return over the past year and a 121.6%...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Salmonella Lawsuits Put Rotisserie Chicken And Margins Under Scrutiny

Costco Wholesale faces two proposed class-action lawsuits alleging salmonella contamination at its Nebraska chicken processing facility. The complaints claim Costco failed to adequately control contamination risks and did not disclose them to customers buying rotisserie chickens. The cases focus on a high profile product that plays an important role in store traffic, customer loyalty, and brand perception. For investors watching NasdaqGS:COST, the legal scrutiny arrives with the stock...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s Nvidia Alliance And AI Lobbying Shift Long Term Investment Story

Meta Platforms (NasdaqGS:META) announced a multi year partnership with Nvidia to expand its AI infrastructure, including full stack hardware integration across Meta data centers. The company is committing billions to AI hardware and capacity, with plans to use technologies such as Confidential Computing in WhatsApp and other products. Meta also launched a US$65 million political spending initiative aimed at influencing AI related regulation at the US state level. For you as an investor,...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Is It Time To Reconsider Crocs (CROX) After The Recent Share Price Rebound

Wondering if Crocs at around US$99.92 is a bargain or already pricing in the story? This article walks through what the current share price might be implying about the business. The stock has moved sharply in the short term, with returns of 20.8% over 7 days and 20.3% over 30 days. The 1 year return of a 9.9% decline and 3 year return of a 20.2% decline contrast with a 5 year return of 28.5%. Recent headlines around Crocs have focused on the brand, its product pipeline and investor interest...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial’s CareCredit Push Into Dental Workflows Meets Depressed Valuation

Synchrony Financial (NYSE:SYF) is expanding its partnership with Planet DDS to integrate CareCredit into orthodontic and dental practice management platforms. The move includes Synchrony's first integration into an orthodontic focused platform, extending its footprint across a significant portion of the U.S. orthodontic market. The partnership aims to streamline patient financing and payment processing for dental and orthodontic practices using Planet DDS software. For you as an investor,...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

PCIe 6.0 Retimer Win And Revenue Guidance Boost Could Be A Game Changer For Credo (CRDO)

In early February 2026, Credo Technology Group Holding Ltd. reported that its Toucan PCIe retimer achieved PCI-SIG compliance at 32.0 GT/s, confirming interoperability for PCIe 6.0 and earlier-generation systems used in AI and high-performance computing infrastructure. The company also raised its third-quarter fiscal 2026 revenue guidance to between US$404 million and US$408 million and signaled very large year-over-year growth expectations, underscoring how its high-speed connectivity...