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NYSE:XYL
NYSE:XYLMachinery

Xylem (XYL) Is Down 9.9% After Dividend Hike And Softer 2026 Outlook – Has The Bull Case Changed?

In February 2026, Xylem Inc.’s board declared an 8% increase in its first-quarter dividend to US$0.43 per share, payable on March 24, 2026 to shareholders of record on February 24, 2026, alongside reporting full-year 2025 revenue of US$9.04 billion and net income of US$957 million. At the same time, Xylem issued cautious 2026 guidance, projecting reported revenue of about US$9.10 billion to US$9.20 billion and modest organic growth as it intentionally exits lower-margin business and faces...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

Did Cellebrite’s 2026 Guidance and Forensics Acquisitions Just Recast CLBT’s SaaS Investment Narrative?

Cellebrite DI Ltd. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$128.82 million for the quarter and US$475.68 million for the year, alongside guidance for 2026 calling for US$126 million–US$128 million in first‑quarter revenue and US$565 million–US$571 million for the full year. The company also closed the Corellium acquisition and moved to acquire SCG Canada, broadening its digital forensics reach into areas such as ARM device and drone analysis...
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...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

DexCom (DXCM) Margin Expansion To 17.9% Reinforces Bullish Earnings Narratives

DexCom (DXCM) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$0.69, capping a year where trailing twelve month revenue reached US$4.7b and EPS came in at US$2.14. Over the past six reported quarters, the company has seen quarterly revenue move from US$994.2m in Q3 2024 to US$1.3b in Q4 2025, with basic EPS ranging from US$0.27 in Q1 2025 to US$0.73 in Q3 2025. This gives investors a clear view of how the top line and per share earnings have evolved through...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Did Sirius XM’s Flat Q4 Revenue and Profit Shift (SIRI) Just Redefine Its Investment Narrative?

Sirius XM Holdings Inc. recently reported its fourth-quarter 2025 results, with revenue of US$2,193 million roughly flat year on year, but net income dropping to US$99 million from US$287 million, while full-year revenue edged down to US$8.56 billion and swung from a net loss in 2024 to net income of US$805 million. Alongside these results, Sirius XM completed a US$142.91 million share repurchase program and highlighted renewed high-profile content deals and subscriber-focused offerings,...
NYSE:PHM
NYSE:PHMConsumer Durables

Is PulteGroup’s (PHM) $800 Million Refi Quietly Rewriting Its Capital Allocation Playbook?

PulteGroup, Inc. recently completed an US$800 million fixed-rate senior unsecured notes offering, issuing US$400 million of 4.250% notes due 2031 and US$400 million of 4.900% notes due 2036, primarily to refinance debt maturing in 2026 and 2027. This refinancing and the related shelf registration give PulteGroup added balance sheet flexibility, potentially supporting its ability to fund future land investments, community development, and shareholder returns. We’ll now examine how...
NYSE:UBER
NYSE:UBERTransportation

Uber Links Middle East Robotaxis And Türkiye Delivery With Undervalued Shares

Uber Technologies (NYSE:UBER) and WeRide have launched Abu Dhabi's first commercial robotaxi service, introducing autonomous ride hailing to the emirate. Uber plans to deploy a larger autonomous fleet across the Middle East, alongside its existing autonomous vehicle partnerships in Dubai. The company has also agreed to acquire Getir’s food delivery business in Türkiye for US$335 million, expanding its delivery footprint in that market. For you as an investor, this news brings together two...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

Assessing BioMarin Pharmaceutical (BMRN) Valuation After Mixed Short And Long Term Share Price Performance

Why BioMarin Pharmaceutical (BMRN) is on investors’ radar BioMarin Pharmaceutical (BMRN) has drawn attention after a recent stretch of mixed returns, with the share price higher over the past week, month and past 3 months, yet lower over the past year. See our latest analysis for BioMarin Pharmaceutical. At the current share price of $59.87, BioMarin Pharmaceutical’s recent 7 day and 3 month share price returns of 2.99% and 9.39% contrast with a 1 year total shareholder return decline of...
NYSE:BKH
NYSE:BKHIntegrated Utilities

A Look At Black Hills (BKH) Valuation After Earnings Growth And Reinforced Analyst Optimism

Black Hills (BKH) is back in focus after reporting fourth quarter and full year 2025 earnings, with higher sales and net income, alongside a reaffirmed favorable analyst outlook that has supported recent stock interest. See our latest analysis for Black Hills. The recent 6.3% year to date share price return, alongside a 29.7% total shareholder return over the past year, suggests positive momentum as investors respond to the earnings update and reaffirmed positive analyst views. If Black...
TSE:6366
TSE:6366Construction

Chiyoda (TSE:6366) Valuation Check After Sharp Share Price Swings And Low P/E Multiple

Chiyoda (TSE:6366) has caught investor attention after recent share price moves, with the stock showing sharp swings over the past week, month, and past 3 months that invite a closer look. See our latest analysis for Chiyoda. Looking past the latest 6.71% one day share price pullback, Chiyoda’s recent 30 day share price return of 86.91% and very large 1 year total shareholder return suggest momentum has built up over a relatively short period, even against an already elevated multi year total...
TSE:7203
TSE:7203Auto

Toyota Leadership Shift And U.S. Highlander EV Put Valuation In Focus

Toyota Motor announced major leadership changes, naming Kenta Kon as CEO and President, with Koji Sato becoming Vice Chairman and a new Chief Industry Officer taking on a wider external role. The company also introduced its all new, fully electric 2027 Highlander SUV for the U.S. market, its first three row all electric SUV to be assembled in America. Both the leadership transition and the U.S. built EV debut are positioned as central to Toyota's next phase in global mobility and its U.S...
NYSE:AMG
NYSE:AMGCapital Markets

AMG (AMG) One Off Gain Lifts Margins And Tests Bull Narratives On Alternatives

Affiliated Managers Group (AMG) just wrapped up FY 2025 with Q4 revenue of US$556.6 million and basic EPS of US$12.55, capping a trailing 12 month revenue line of US$2.07 billion and EPS of US$25.14. Over the past few quarters, revenue has moved from US$493.2 million in Q2 2025 to US$528 million in Q3 and then to US$556.6 million in Q4, while quarterly EPS shifted from US$2.96 to US$7.48 and then to US$12.55, setting the backdrop for trailing 12 month net income of US$716.6 million and a...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

How PayPal’s CEO Shake-Up and Soft 2025 Results Could Reshape PayPal Holdings (PYPL) Investors

In early February 2026, PayPal Holdings announced weaker-than-expected fourth-quarter and full-year 2025 results, a cautious 2026 outlook, and the replacement of CEO Alex Chriss with HP Inc. veteran Enrique Lores following board concerns about execution and competitive pressures in core checkout and BNPL offerings. At the same time, PayPal continued to reshape its business mix with ongoing share repurchases totaling US$15.19 billion under recent buyback programs, new AI- and wallet-driven...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

The Bull Case For Align Technology (ALGN) Could Change Following New Guidance, Buybacks, And Research Push

In early February 2026, Align Technology reported fourth-quarter 2025 sales of US$1,047.56 million and net income of US$135.76 million, issued 2026 revenue guidance calling for 3% to 4% worldwide growth, and confirmed completion of a US$171.57 million share repurchase program covering 1.69% of its shares. Alongside these results, Align expanded its collaboration with the University of Bern through Switzerland’s first large-scale oral health study, showcasing how its iTero Lumina scanner and...
NYSE:BAH
NYSE:BAHProfessional Services

Booz Allen Cyber Summit Role Meets Depressed Valuation And Earnings Outlook

Booz Allen Hamilton Holding (NYSE:BAH) is presenting at the NetDiligence Cyber Risk Summit. Company leadership is scheduled to speak on cyber risk, a key area of client focus. The event spotlights Booz Allen's role in addressing cyber risk and security concerns. Booz Allen Hamilton Holding, trading at $79.32, is stepping into a visible role at the NetDiligence Cyber Risk Summit, which puts its cyber expertise in front of a focused audience of clients and peers. For a stock that has seen a...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Assessing East West Bancorp (EWBC) Valuation As 2026 Loan Growth Guidance And Business Mix Reset Gain Attention

Recent guidance from East West Bancorp (EWBC) leadership has put 2026 loan growth and a reset in business mix in focus, as the bank leans into commercial and industrial lending and existing client relationships. See our latest analysis for East West Bancorp. At a share price of US$117.83, East West Bancorp has seen a 14.6% 90 day share price return and a 22.7% 1 year total shareholder return. This suggests improving momentum around the loan growth reset and business mix commentary. If this...
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...
NYSE:UI
NYSE:UICommunications

Does Ubiquiti (UI) Prioritize Dividends Over Buybacks After Strong Q2 Earnings And No Repurchases?

Earlier in February 2026, Ubiquiti Inc. reported second-quarter 2025 results showing higher sales of US$814.87 million and net income of US$233.61 million, and reaffirmed a US$0.80 per-share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026. The company’s earnings release also highlighted stronger basic earnings per share from continuing operations of US$3.86 for the quarter and US$7.30 for the first half of fiscal 2026, while its previously announced...
NYSE:HESM
NYSE:HESMOil and Gas

Hess Midstream (HESM) Valuation Check After Stronger Q4 Revenue And Net Income Results

Hess Midstream (HESM) is back on investors’ radar after reporting fourth quarter 2025 revenue of US$404.2 million and net income of US$93.3 million, both above the prior year’s comparable figures. See our latest analysis for Hess Midstream. The latest earnings update comes on the back of steady share price strength, with a 10.02% 90 day share price return and a 5.01% 30 day share price return, while the 5 year total shareholder return of 148.08% points to longer term compounding. If these...