Canadian IT Stock News

TSX:TFII
TSX:TFIITransportation

Soft Earnings Outlook And Lower Freight Demand Might Change The Case For Investing In TFI International (TSX:TFII)

Analysts recently projected that TFI International’s upcoming quarterly report will show earnings of $0.85 per share and revenue of $1.92 billion, both down from the same period a year earlier. The downward revision of consensus earnings estimates over the past month underscores shifting expectations for TFI International’s near-term profitability amid softer freight conditions. Now we’ll explore how these reduced earnings expectations could affect TFI International’s existing investment...
TSX:BMO
TSX:BMOBanks

Dividend Hike And Buybacks Might Change The Case For Investing In Bank of Montreal (TSX:BMO)

Earlier this week, Bank of Montreal raised its quarterly dividend by 5% to C$1.67 per share for Q1 2026, alongside sharply lower credit loss provisions and ongoing share repurchases that underline its capital deployment priorities. This combination of a higher dividend, reduced credit losses, and buybacks signals management’s confidence in the bank’s earnings capacity and balance-sheet resilience through different economic conditions. Next, we’ll examine how this dividend hike and improving...
TSX:DPM
TSX:DPMMetals and Mining

A Look At DPM Metals (TSX:DPM) Valuation After Record 2025 Results And Extended Chelopech Mine Life

DPM Metals (TSX:DPM) is back in focus after reporting record 2025 results, extending the Chelopech mine life to 2036, and pairing that operational update with higher shareholder returns through dividends and a fresh buyback plan. See our latest analysis for DPM Metals. Those record 2025 results, the extended Chelopech mine life and the new buyback appear to be feeding into sentiment, with the share price up 7.82% in the last day, 9.39% over 30 days and 55.07% over 90 days, while the 1 year...
TSX:FM
TSX:FMMetals and Mining

Is First Quantum’s US$1.5 Billion Debt Refinancing Altering The Investment Case For First Quantum Minerals (TSX:FM)?

First Quantum Minerals Ltd. recently priced a US$1.50 billion offering of 6.375% senior unsecured notes due 2036 at 100%, with proceeds earmarked to redeem its higher‑coupon 9.375% senior secured second lien notes due 2029, repay drawn revolver balances and cover fees. This refinancing meaningfully reshapes the company’s capital structure by extending maturities, lowering interest costs and replacing secured debt with guaranteed senior unsecured obligations backed by key subsidiaries. We’ll...
TSX:PAAS
TSX:PAASMetals and Mining

Wave of Upbeat Analyst Revisions Could Be A Game Changer For Pan American Silver (TSX:PAAS)

In the past week, Pan American Silver has seen its shares move sharply as investors reacted to upbeat analyst expectations ahead of the company’s February 18, 2026 earnings release, including forecasts for higher quarterly earnings, revenue and silver production versus the prior year. An interesting angle is that multiple analysts have recently raised their earnings estimates for Pan American Silver, suggesting growing confidence in the near-term operating outlook even before the upcoming...
TSX:STN
TSX:STNConstruction

Stantec (TSX:STN) Valuation Check As Analyst Optimism And Infrastructure Themes Draw Fresh Attention

Stantec (TSX:STN) is back in the spotlight after recent analyst commentary emphasized its organic growth momentum, solid backlog visibility across infrastructure, water, and environmental services, and supportive public-sector infrastructure spending trends. See our latest analysis for Stantec. Even with the latest analyst attention, Stantec’s share price has recently come under pressure, with a 7 day share price return of a 14.44% decline and a 90 day share price return of a 20.20% decline...
TSX:III
TSX:IIIMetals and Mining

How Do Mount Polley Results Reframe Imperial Metals' (TSX:III) Long-Term Copper Strategy?

Imperial Metals reported that 2025 copper and gold output from the Mount Polley mine met or exceeded its internal targets, despite year-on-year volume declines and slightly lower fourth-quarter milling rates. The company also released encouraging C2 zone and Bell Pit drill results that point to potential mine plan optimization and longer-term resource upside at Mount Polley. We’ll now examine how exceeding 2025 production targets while guiding lower copper output for 2026 shapes Imperial...
TSX:WFG
TSX:WFGForestry

West Fraser Mill Closures And Upgrades Reframe Earnings Risk And Opportunity

West Fraser Timber (TSX:WFG) is undertaking a major portfolio overhaul that includes permanent mill closures and extensive asset modernization projects. The company has removed over 1.1b board feet of production capacity through closures and curtailments in response to oversupplied lumber and OSB markets and elevated tariffs. At the same time, West Fraser is investing in key mills in Texas and South Carolina while focusing on preserving liquidity during ongoing market headwinds. For...
TSX:LUG
TSX:LUGMetals and Mining

Lundin Gold (TSX:LUG) Valuation After New Fruta Del Norte Copper Gold Corridor Discovery

Lundin Gold (TSX:LUG) recently reported positive near-mine porphyry exploration results at its Fruta del Norte operation in Ecuador, including the new Chontas copper-gold discovery that extends the porphyry corridor to at least 10 km. See our latest analysis for Lundin Gold. The latest exploration news landed alongside an 8.07% 1 day share price return and lifted the 7 day share price return to 4.52%, even though the 30 day share price return shows a 9.54% decline. At the same time, long term...
TSX:H
TSX:HElectric Utilities

Hydro One (TSX:H) Margin Expansion Reinforces Bullish Earnings Narrative In Q3 2025

Hydro One (TSX:H) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue of C$2.3b and basic EPS of C$0.70, alongside trailing twelve month revenue of C$8.9b and EPS of C$2.18 that reflect the recent 14.9% earnings growth and an 8.29% earnings growth forecast. The company has seen revenue move from C$2.1b with EPS of C$0.62 in Q3 2024 to C$2.3b with EPS of C$0.70 in Q3 2025, while trailing net profit margins stepped up from 13.6% to 14.7%, suggesting the business is...