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In late January 2026, short seller Gotham City Research published a report alleging Carvana overstated 2023–2024 earnings and relied heavily on undisclosed related-party transactions with affiliates tied to its controlling shareholders. The controversy has drawn in Wall Street analysts and shareholder law firms, turning Carvana’s complex relationships with DriveTime and Bridgecrest into a central question about the quality of its reported profits. We’ll now examine how these accounting and...

What Ipsen’s new rare neuroscience deal could mean for shareholders Ipsen (ENXTPA:IPN) has agreed a global collaboration and option with Origami Therapeutics regarding a small molecule protein degrader program for a rare inherited neurodegenerative disorder, with the aim of broadening its neuroscience pipeline. See our latest analysis for Ipsen. That rare neuroscience deal lands at a time when Ipsen’s share price has climbed 18.5% over the last month and 12.3% over 90 days, while total...

Belite Bio (BLTE) is back in focus after confirming it will present topline Phase 3 DRAGON data for tinlarebant in adolescent Stargardt disease at the upcoming Asia Pacific Academy of Ophthalmology Congress. See our latest analysis for Belite Bio. Those DRAGON data presentations come after a strong run in the stock, with a 90 day share price return of 50.36% and a 1 year total shareholder return of 191.18%, suggesting momentum has been building around the story. If you are watching how...

Rush Enterprises recently reported past third-quarter 2025 results that missed earnings expectations but exceeded revenue forecasts and introduced a new US$150,000,000 stock repurchase program, effectively replacing its nearly exhausted prior authorization. UBS initiated formal coverage on Rush Enterprises with a Neutral view, giving investors a fresh reference point as the company couples revenue outperformance with expanded capital returns. Next, we will examine how the new US$150,000,000...

NextVision Stabilized Systems (TASE:NXSN) has attracted fresh attention after disclosing two large third party orders for its cameras and accessories, one around US$60 million and another about US$20 million, with multi year delivery timelines. See our latest analysis for NextVision Stabilized Systems. Those two large customer orders arrived after a period of strong trading interest, with the latest share price at ₪278.9 and a 30 day share price return of 21.26%, a 90 day share price return...

In late January 2026, 10% owner Control Empresarial de Capitales S.A. de C.V. sold nearly 50,000 PBF Energy shares as the company continues to work through the fallout from its February 2025 Martinez, California refinery explosion, which has kept the facility below full capacity and pushed the targeted return to normal operations into March 2026. Against this backdrop, PBF Energy is contending with high operating and maintenance costs, including about US$600 million earmarked for upkeep and...

In January 2026, SkyWest reported fourth-quarter 2025 results showing revenue rising to US$1,024.49 million while net income and EPS slipped slightly year-on-year, and confirmed multi-year extensions on E175 flying agreements with United and Delta alongside ongoing debt reduction and share repurchases. An interesting angle is that despite mixed quarterly earnings, SkyWest’s long-dated E175 contracts and growing block hours point to increasingly visible partner-driven demand for its regional...

First Mid Bancshares (FMBH) is back in focus after reporting fourth quarter earnings that matched Wall Street expectations, slightly weaker revenue net of interest expense, full year profit growth, and a reaffirmed quarterly dividend. See our latest analysis for First Mid Bancshares. The recent earnings beat on expectations, lower net charge offs, and reaffirmed dividend have come alongside an 8.98% 1 month share price return and a 17.14% 3 month share price return, pointing to building...

S.Ride recently announced it will supply taxis for DiDi Global users in Tokyo, marking an expansion of DiDi’s app-based mobility services into Japan’s capital. This partnership gives DiDi access to an established local taxi network, potentially strengthening its international footprint while limiting the need for heavy upfront asset deployment. We’ll now examine how this expansion into Tokyo through S.Ride could influence DiDi Global’s investment narrative and future growth profile. We've...

Enerflex, a Canadian energy services and infrastructure provider, has recently drawn attention for its mix of natural gas compression, processing systems, and energy transition-related activities across Canada, the United States, and other international markets. Investor focus has increasingly centred on Enerflex’s perceived undervaluation versus peers and the potential impact of recent management changes on its business direction. We will now examine how Enerflex’s energy transition...

Barrick Mining Corporation recently announced that board member Helen Cai will become Senior Executive Vice President and, from March 1, 2026, Chief Financial Officer, succeeding Graham Shuttleworth after the filing of year-end results. Cai’s blend of top-ranked research and investment banking experience across mining, industrial, and technology sectors gives Barrick a finance leader with deep capital markets and M&A expertise. We’ll now look at how Cai’s appointment as incoming CFO may...

CNX Resources Corporation recently reported fourth-quarter 2025 results showing total production volumes of 152.3 Bcfe and revenue of US$610.48 million, alongside net income of US$196.25 million and basic earnings per share of US$1.45 from continuing operations. The company also expanded its share repurchase authorization to US$4.45 billion with no expiration date, underscoring management’s emphasis on returning capital while maintaining a flat production profile backed by extensive...

In October 2025, Keurig Dr Pepper reported strong third-quarter results, with net sales and adjusted earnings per share both rising and the U.S. Refreshment Beverages segment leading growth, helped by contributions from the GHOST acquisition. The company also raised its full-year constant currency net sales growth outlook to a high-single-digit range, underscoring management’s confidence in the momentum of its beverage portfolio and integration of recent deals. Next, we will examine how this...

In January 2026, Full Truck Alliance announced a new long-term shareholder return policy, planning to distribute over US$400 million in FY2026 through around US$300 million in quarterly dividends and additional open-market share repurchases. This move signals management’s confidence in the company’s cash-generation profile and marks a shift toward balancing reinvestment with consistent capital returns for investors. Next, we’ll examine how this sizeable dividend-and-buyback plan could...

Ford Motor Company recently confirmed a pretax remeasurement loss of about US$600 million tied to its pension and other postretirement benefit plans, while formally launching its Ford Energy unit under new president Lisa Drake to oversee battery cell manufacturing and battery energy storage systems. The pairing of a non-cash retirement charge with a fresh US$2.00 billion investment push into battery energy storage highlights how Ford is reallocating financial and manufacturing resources...

Leopalace21 (TSE:8848) has drawn fresh attention after its January 30, 2026 board meeting, where directors reviewed a potential company split, the impacts on consolidated subsidiaries, and how the group might be structured afterward. See our latest analysis for Leopalace21. At a share price of ¥690.0, Leopalace21 has seen a 4.86% 30 day share price return and a 9.52% 90 day share price return, while the 1 year total shareholder return of 26.26% and 5 year total shareholder return of 329.81%...

SEI Investments reported past fourth-quarter 2025 results with revenue of US$607.93 million and net income of US$172.5 million, capping a full year of higher sales and earnings versus 2024. The quarter marked SEI’s highest-ever earnings performance, supported by broad-based margin improvement, strong private banking wins, continued share repurchases, and progress on partnerships such as Stratos and TIFIN Give. We’ll now examine how this record quarter, underpinned by broad-based margin...

Central Securities Corp recently reported that its net assets rose 9.3% year-over-year as of September 30, 2025, with net assets per common share increasing from US$56.17 to US$61.39. This balance-sheet improvement highlights how growth in underlying asset value can strengthen the company’s financial footing and underpin its closed-end fund structure. We’ll now examine how this growth in net assets per share fits into Central Securities’ broader investment narrative and future...

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Colgate-Palmolive (CL) has wrapped up FY 2025 with fourth quarter revenue of US$5.2b, Basic EPS of a US$0.05 loss, and net income excluding extra items of a US$37m loss. The trailing twelve month figures show revenue of US$20.4b, Basic EPS of US$2.64, and net income excluding extra items of US$2.1b. Over recent quarters, the company has reported revenue of US$4.9b in Q4 2024, US$5.1b in Q1 2025, US$5.1b in Q2, US$5.1b in Q3, and US$5.2b in Q4, alongside quarterly Basic EPS readings of...

Eli Lilly has announced plans to invest more than US$3.50 billion in a new injectable-medicine manufacturing facility in Pennsylvania’s Lehigh Valley, dedicated to next-generation weight-loss therapies such as the investigational retatrutide. This plant, Lilly’s fourth new U.S. site since 2025, highlights how the group is pairing AI-enabled manufacturing with a large domestic expansion program exceeding US$50.00 billion in capital commitments to support its obesity portfolio. With this...

Eurofins Scientific SE recently reported its full-year 2025 results, with sales of €7,296 million and net income of €475 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. The company also signalled confidence by proposing a 20% higher annual dividend of €0.72 per share and completing a €184.14 million share buyback, while continuing to invest in AI-driven laboratory innovation and digital initiatives. We will now look at how...

Selective Insurance Group (SIGI) drew investor attention after reporting fourth quarter results that topped earnings expectations, alongside an improved combined ratio, higher book value per share, and continued capital returns via dividends and share repurchases. See our latest analysis for Selective Insurance Group. The better than expected fourth quarter earnings and improved combined ratio seem to have coincided with firmer sentiment. There is a 7 day share price return of 5.01% and a 90...

Palantir Technologies (NasdaqGS:PLTR) is expanding its AI platforms across HD Hyundai, supporting group-wide projects in areas such as shipbuilding and robotics. The company has also been selected as a key partner for Sovereign AI data center infrastructure across EMEA, supporting advanced AI workloads for commercial and governmental clients. These developments highlight Palantir's growing role in large scale enterprise AI deployments beyond its traditional U.S. government base. Palantir...