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NGL Energy Partners (NGL) has drawn fresh attention after surpassing revenue forecasts while reporting earnings per share below expectations. This mix coincided with a positive share price reaction and renewed interest in its midstream operations. See our latest analysis for NGL Energy Partners. That strong revenue print and the recent 52 week high have come alongside a 90 day share price return of 78.28% and a 1 year total shareholder return of 108.59%, so recent momentum is building on...

Caterpillar announced that longtime executive Tony Fassino will retire in May 2026, with Rod Shurman stepping up as group president of Construction Industries from February 1, 2026, to oversee key global divisions and a major manufacturing and supply base. This leadership transition arrives as Caterpillar’s construction and power solutions businesses are in focus for their role in AI data centers and large-scale infrastructure projects, making management continuity particularly important for...

Jabil (NYSE:JBL) reported significant board changes following its annual meeting, with two directors offering to resign after not receiving majority shareholder support. The company appointed three new directors to its board, including a new Chairman, marking a major refresh of its leadership at the board level. These moves introduce fresh oversight and could influence how Jabil sets priorities for capital allocation, risk management, and long term planning. Jabil is a manufacturing...

Most readers would already know that Yamazaki Baking's (TSE:2212) stock increased by 9.2% over the past three months...

Whitecap Resources (TSX:WCP) has sharpened investor focus after affirming its January cash dividend of CA$0.0608 per share and outlining a 2026 plan that relies on buybacks alongside ongoing monthly payouts. See our latest analysis for Whitecap Resources. The recent Investor Day update on a counter cyclical capital plan, anchored to a US$60 oil price and focused on buybacks plus dividends, seems to align with strong momentum, with a 90 day share price return of 19.32% and a 1 year total...

Medical Properties Trust has recently drawn attention as call option trading volume surged to several times typical levels, pushing up implied volatility ahead of its February 26 earnings release. This combination of heavier-than-usual options activity and improving earnings estimates signals that many market participants are positioning for meaningful news around the upcoming results. With this backdrop of elevated call option activity, we will examine how these expectations shape Medical...

Telefonaktiebolaget LM Ericsson (OM:ERIC B) is drawing investor attention after recent share price moves, with returns of 4.1% over the past week and 10.3% over the month prompting closer scrutiny of its fundamentals. See our latest analysis for Telefonaktiebolaget LM Ericsson. Zooming out, Ericsson’s recent 1-day share price return of 4.1% and 7-day share price return of 14.6% sit alongside a 1-year total shareholder return of 20.5% and 3-year total shareholder return of 86.0%. Together,...

In its fourth-quarter 2025 investor letter, Meridian Growth Fund reported that Certara, Inc. underperformed after service bookings came in weaker than expected, prompting management to slightly lower guidance. The fund also pointed to Certara’s ongoing transformation under a new CEO, including a more commercially focused approach and potential sale of a non-core business, even as its biosimulation tools supported a majority of recent FDA drug approvals. Next, we’ll examine how softer...

Why ARYZTA’s 2026 outlook is in focus ARYZTA (SWX:ARYN) updated investors during its 2025 sales and trading statement call on 22 January 2026, pairing the update with fresh 2026 guidance that indicates revenue growth and improved performance. See our latest analysis for ARYZTA. ARYZTA’s latest 2026 guidance appears to have acted as a fresh catalyst, with a 7-day share price return of 9.4% and a 1-month share price return of 6.0%. This comes even though the 1-year total shareholder return is a...

Why Tronox Holdings (TROX) Is Drawing Investor Attention Now Recent share performance has put Tronox Holdings (TROX) on the radar for many investors. The stock has shown strong moves over the past month and past 3 months despite a weaker 1 year total return. See our latest analysis for Tronox Holdings. The recent surge, including a 51.3% 30 day share price return and 78.3% 90 day share price return, sits against a much weaker 1 year total shareholder return. This suggests building momentum...

Mastercard has launched Agent Suite, an agentic AI solution for financial institutions and merchants. The suite is designed to integrate AI driven automation into day to day operations, from customer service to payments optimization. Agent Suite combines AI tools, advisory support, and privacy focused design to help clients personalize experiences and improve efficiency. For investors watching NYSE:MA, this launch comes as the stock trades around $520.41, with a mixed recent track record...

Wolters Kluwer (ENXTAM:WKL) has tied two recent moves to its long running digital push: expanding its Libra legal AI workspace in Germany and appointing Tejas Shah as Executive Vice President, Chief Strategy & Innovation Officer. See our latest analysis for Wolters Kluwer. These AI focused moves come after a tougher spell for investors, with a 24% 3 month share price decline and a 52.52% 1 year total shareholder return loss. However, the 5 year total shareholder return of 23.36% still...

Target (TGT) is under pressure as recent ICE related incidents at Minnesota properties spark protests, employee criticism and public statements from management, all while a new CEO prepares to implement a multi year turnaround plan. See our latest analysis for Target. At a share price of $104.1, Target has a 30 day share price return of 4.57% and a 90 day share price return of 10.60%. However, the 1 year total shareholder return of 22.95% and 5 year total shareholder return of 35.56% point to...

There wouldn't be many who think Trelleborg AB (publ)'s ( STO:TREL B ) price-to-earnings (or "P/E") ratio of 23.3x is...

Alexandria Real Estate Equities (ARE) just closed out FY 2025 with Q4 revenue of US$754.1 million, basic EPS of a US$6.35 loss per share and funds from operations of US$329.0 million, giving investors a clear snapshot of top line scale and REIT specific cash generation. Over the past six quarters, revenue has moved in a tight band between US$791.7 million and US$752.1 million, while basic EPS has ranged from US$0.96 per share to a US$8.44 loss on a trailing twelve month basis. This...

Sino Biopharmaceutical recently reported that its independently developed Class I innovative drug TQA3605, a core protein allosteric modulator, met the primary endpoint in a randomized, double-blind, placebo-controlled Phase II trial in chronic hepatitis B patients on nucleos(t)ide analogues, significantly improving viral suppression with a generally favorable safety profile. Because no core protein allosteric modulator for hepatitis B is yet approved globally and diagnosis and treatment...

The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...

First BanCorp. recently reported its fourth-quarter 2025 results, posting better-than-expected earnings and revenue while recording net charge-offs of US$20.4 million, or an annualized 0.63% of average loans. Alongside these results, the company lifted its quarterly dividend by 11% to US$0.20 per share and completed a US$50 million share repurchase, underscoring a robust capital return program. Next, we’ll examine how the dividend increase and broader capital return strategy shape First...

In January 2026, ENGIE announced a 10-year biomethane purchase agreement with PepsiCo UK, under which it will build a new anaerobic digestion plant in northern England to supply 60 GWh of green gas annually from 2027, supporting PepsiCo UK's decarbonization efforts. This long-term contract deepens ENGIE's role in low-carbon energy infrastructure, adding to its existing UK biomethane operations and highlighting growing industrial demand for renewable gas solutions. We will now examine how...

In recent days, Super Micro Computer has attracted attention as analysts and media voices flagged persistent margin pressures and execution risks, even as the company expands AI-focused server platforms, manufacturing capacity, and partnerships with major chipmakers. This mix of strong AI infrastructure demand and concerns over low-margin growth has sharpened focus on whether Supermicro’s evolving business model can convert revenue momentum into durable profitability. We’ll now explore how...

Understanding Toll Brothers stock after recent performance Toll Brothers (TOL) has drawn fresh attention after a mix of small daily and weekly share declines alongside positive moves over the past month and past 3 months. This pattern is prompting investors to reassess the luxury homebuilder’s profile. See our latest analysis for Toll Brothers. At a share price of $143.07, Toll Brothers has seen modest recent share price pressure over the past week alongside a positive 30 day and 90 day share...

FIGS has announced a landmark partnership with Olympic skier Lindsey Vonn during the 2026 Winter Games, unveiling a limited-edition FIGS x Team USA collection for healthcare professionals and extending its collaboration with the U.S. Olympic & Paralympic Committee through the 2028 L.A. Games. By centering Vonn’s medical team and gifting the collection to every member of Team USA’s medical staff, FIGS is tying its brand identity directly to the care teams behind elite athletic...

Outcrop Silver & Gold (TSX:OCG) has drawn fresh attention after reporting additional drill results from the Aguilar vein at its Santa Ana project in Colombia, confirming high grade silver and gold mineralization in blind targets. See our latest analysis for Outcrop Silver & Gold. At a share price of CA$0.565, Outcrop Silver & Gold has had a 30 day share price return of 22.83% and a 90 day share price return of 82.26%, while its 1 year total shareholder return of 182.50% suggests momentum has...

Why Eastern Bankshares (EBC) is back on investors’ radar Eastern Bankshares (EBC) has attracted fresh attention after reporting quarterly earnings that came in ahead of expectations, highlighting stronger operating net income, record wealth assets under management, and solid commercial lending trends. See our latest analysis for Eastern Bankshares. Those earnings and capital return moves appear to line up with recent momentum, with a 90 day share price return of 21.16% and a 1 year total...