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TSE:3232
TSE:3232Industrials

Mie Kotsu Group Holdings (TSE:3232) Margin Improvement Supports Bullish Narrative Despite Modest EPS Growth

Mie Kotsu Group Holdings (TSE:3232) has just posted its Q3 2026 numbers, with revenue of ¥26.9 billion and basic EPS of ¥21.01, against a backdrop of one year EPS growth of 6.8% and net profit margins at 5.9%, up from 5.6% over the last 12 months. The company has seen quarterly revenue move from ¥24.9 billion in Q3 2025 to ¥26.9 billion in Q3 2026, while basic EPS over that period shifted from ¥18.50 to ¥21.01, framing this release as part of a steady earnings story that depends on whether...
NYSE:DHI
NYSE:DHIConsumer Durables

Is It Too Late To Consider D.R. Horton (DHI) After Strong Multi‑Year Share Gains?

If you are wondering whether D.R. Horton stock is offering fair value at current levels, it helps to step back and look at what the market has been pricing in recently. The share price recently closed at US$158.22, with returns of 5.4% over 7 days, 8.0% over 30 days, 8.6% year to date, 15.6% over 1 year, 67.3% over 3 years, and 102.0% over 5 years. This sets the backdrop for any valuation check you might run. Recent headlines around D.R. Horton have focused on its position within US...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Is It Time To Reassess Johnson & Johnson (JNJ) After Strong Share Price Gains?

If you are asking whether Johnson & Johnson’s current share price still offers value, you are not alone. That is exactly what this article is going to unpack for you. The stock last closed at US$234.47, with returns of 3.0% over 7 days, 14.8% over 30 days, 13.1% year to date, 56.2% over 1 year, 57.0% over 3 years, and 62.0% over 5 years. This naturally raises questions about how the recent performance lines up with underlying value. Recent news around Johnson & Johnson has focused on its...
NYSE:EIX
NYSE:EIXElectric Utilities

The Bull Case For Edison International (EIX) Could Change Following Wildfire Cost Securitization Efforts - Learn Why

In January, Edison International filed to securitize about US$1.95 billion in Woolsey fire-related expenses to help reduce debt and support investment at its Southern California utility subsidiary. An interesting angle is that these securitization efforts come as UBS expects California’s Phase 2 wildfire mitigation policy to further support Edison International’s financial stability. With this backdrop of wildfire cost securitization, we’ll now examine how these developments shape Edison...
TSE:2371
TSE:2371Interactive Media and Services

Kakaku.com Q3 2026 Margin Compression Challenges Bullish Growth Narratives

Kakaku.com (TSE:2371) has reported Q3 2026 revenue of ¥24,030 million and basic EPS of ¥25.28, with trailing 12 month revenue at ¥90,639 million and EPS at ¥97.59 anchoring the latest numbers. The company has seen quarterly revenue move from ¥20,324 million in Q3 2025 to ¥24,030 million in Q3 2026, while basic EPS shifted from ¥27.86 to ¥25.28 over the same period, setting up a results season in which investors are likely to focus on how these earnings relate to margins and future...
NYSE:CNM
NYSE:CNMTrade Distributors

Assessing Core & Main (CNM) Valuation After Recent Multi‑Year Share Price Momentum

Core & Main stock reaction and recent performance snapshot Core & Main (CNM) shares recently closed at $56.52, with the move coming alongside a return of about 2% over the past month and roughly 11% over the past 3 months. See our latest analysis for Core & Main. The recent 10.61% three-month share price return, alongside a 5.82% year-to-date share price return and a very large three-year total shareholder return of around 7x, suggests momentum has been building over a multi-year period...
NYSE:SPG
NYSE:SPGRetail REITs

A Look At Simon Property Group (SPG) Valuation After Record FFO Strong Leasing And Higher Dividend

Simon Property Group (SPG) has drawn fresh attention after reporting record real estate funds from operations, strong leasing and occupancy, extensive redevelopment activity, and a higher quarterly dividend heading into 2026. See our latest analysis for Simon Property Group. At a share price of $195.59, Simon Property Group has seen short term momentum with a 1 month share price return of 6.82% and a steadier build up over time, reflected in a 1 year total shareholder return of 14.74% and a 5...
LSE:AZN
LSE:AZNPharmaceuticals

Assessing AstraZeneca (LSE:AZN) Valuation After Recent Steady Share Performance

Why AstraZeneca (LSE:AZN) Is Drawing Attention Now AstraZeneca (LSE:AZN) has been on investors’ radar after a period of mixed shorter term returns, with the share price roughly flat over the past month but higher over the past 3 months and year. At a last close of £139.80 and a reported intrinsic discount of 44%, the stock is prompting fresh interest from investors who are comparing recent share performance with the company’s current earnings profile and business scale. See our latest...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Is Trump Media (DJT) Using Its Token Record Date to Redefine What Shareholder Perks Mean?

Trump Media & Technology Group Corp. recently confirmed that February 2, 2026, remains the official record date for its digital token initiative, with any shareholder owning at least one share on that date eligible for token-related incentives tied to its products and exclusive events. This move highlights how Trump Media is experimenting with token-based rewards to deepen shareholder engagement and link ownership to platform-specific benefits. Next, we’ll examine how cementing the February...
TSE:2335
TSE:2335IT

Cube System (TSE:2335) One Off Gain Shapes Q3 EPS And Tests Bullish Narratives

Cube System (TSE:2335) Q3 2026 results at a glance Cube System (TSE:2335) has put fresh numbers on the table for Q3 2026, reporting revenue of ¥4,617 million and net income of ¥522 million, which translates to basic EPS of ¥34.39. Over recent quarters the company has seen revenue move in a tight band around the ¥4,600 million level. EPS stepped from ¥16.07 in Q2 2025 to ¥23.48 in Q2 2026 and now ¥34.39 in Q3 2026, with trailing twelve month EPS at ¥94.96. With earnings over the last year up...
NYSE:NYT
NYSE:NYTMedia

Is New York Times (NYT) Trading Profitability For AI Defense In Its Digital Expansion Strategy?

The New York Times Company recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$802.31 million for the quarter and US$2.82 billion for the year, alongside higher net income and earnings per share than in 2024. Beneath the headline growth, investors focused on higher operating costs tied partly to AI copyright litigation and on how increased spending might affect the profitability of the company’s expanding digital subscription and advertising...
NYSE:MOH
NYSE:MOHHealthcare

How Rising Medical Costs and Membership Shifts Could Shape Molina Healthcare’s (MOH) Investment Narrative

Molina Healthcare, a managed care insurer focused on government programs, reported its fourth-quarter 2025 results on February 5, 2026, amid concerns about rising medical costs, lower investment income, and shifting membership trends across Medicaid, Medicare, and marketplace plans. While the company previously beat revenue expectations and is projected to see Medicare and marketplace membership growth, analysts remain cautious as Medicaid membership is expected to fall and the medical care...
NYSE:CAVA
NYSE:CAVAHospitality

Is Cava Group (CAVA) Pricing Reflect Recent Volatility And Rich Earnings Multiple?

If you are wondering whether CAVA Group’s current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock last closed at US$65.41, with returns of 4.3% over the past week, 3.0% over the last month, 8.0% year to date, and a 54.2% decline over the past year. This points to mixed sentiment and shifting expectations. Recent coverage has focused on CAVA Group’s position within the US consumer services space and how...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Is Motiva’s U.S. Launch And Reconstruction Pathway Altering The Investment Case For Establishment Labs (ESTA)?

In late 2025, Baron Discovery Fund highlighted Establishment Labs Holdings’ Motiva breast implants as a key contributor, citing lower safety risks, aesthetic benefits, and a solid ongoing U.S. aesthetic market launch, while the company reported record quarterly revenue and continued positive adjusted EBITDA. Investor attention has centered on Establishment Labs’ progress toward potential U.S. breast reconstruction approval and its goal of reaching free cash flow positivity, which together...
TSE:6678
TSE:6678Medical Equipment

Techno Medica (TSE:6678) Q3 EPS Strength Challenges Flat Earnings Narrative

Techno Medica (TSE:6678) has put up another solid set of numbers for Q3 2026, with revenue at ¥3.1 billion and basic EPS of ¥37.01, as net income excluding extra items came in at ¥257 million. The company has seen quarterly revenue move from ¥2.1 billion in Q1 2026 to ¥2.3 billion in Q2 and now ¥3.1 billion in Q3, while basic EPS stepped from ¥14.66 to ¥26.97 to ¥37.01 over the same stretch. This is setting the stage for investors to focus closely on how sustainable these earnings and the...
TSE:1726
TSE:1726Construction

Br. Holdings (TSE:1726) Q3 EPS Rebound Challenges Cautious Earnings Narratives

Br. Holdings (TSE:1726) just posted its Q3 2026 numbers, with revenue of ¥8.7b and basic EPS of ¥11.33, giving investors a clear read on how the business is currently earning its way through the year. The company has seen quarterly revenue move from ¥10.8b in Q2 2025 to ¥10.6b in Q3 2025, then to ¥10.2b in Q4 2025 and ¥8.7b by Q3 2026. Basic EPS has ranged from ¥5.77 in Q2 2025 and around ¥10 in Q3 and Q4 2025 to ¥2.52 in Q1 2026, ¥2.77 in Q2 2026 and ¥11.33 this quarter. This sets up a...
CPSE:AMBU B
CPSE:AMBU BMedical Equipment

Ambu (CPSE:AMBU B) Q1 2026 Margin Strength Reinforces Bullish Earnings Narratives

Q1 2026 earnings snapshot and context Ambu (CPSE:AMBU B) opened its 2026 financial year with Q1 revenue of DKK 1,558 million and basic EPS of DKK 0.44, framing the latest update against a period where earnings growth and margin changes have already been in focus for investors. Over the last twelve months, the company has seen revenue move from DKK 5,391 million to DKK 6,085 million on a trailing basis, while trailing basic EPS shifted from DKK 0.88 to DKK 2.04, giving you a clearer view of...
TSE:8056
TSE:8056IT

BIPROGY (TSE:8056) Margin Improvement To 7.4% Puts Bullish Narratives To The Test

BIPROGY (TSE:8056) has released its Q3 2026 scorecard, reporting revenue of ¥101.7 billion and basic EPS of ¥71.27, as investors weigh these quarterly figures against its recent earnings momentum. Over the past six reported quarters, revenue has moved between ¥93.2 billion and ¥124.7 billion while basic EPS has ranged from ¥57.85 to ¥97.27, providing a clear line of sight on how the top and bottom line have tracked into this latest print. With net profit margin most recently at 7.4% and...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Did Qualys' (QLYS) Q4 Earnings Countdown Reframe Its Recurring Cybersecurity Model for Lynch-Style Investors?

On 22 January 2026, Qualys announced it would release its Q4 2025 results and hold an earnings call after the market close on 5 February 2026, keeping investors focused on the cybersecurity provider’s latest operating performance. Recent coverage has highlighted Qualys’ fit with a Peter Lynch-style growth-at-a-reasonable-price framework, underpinned by solid earnings expansion, strong return on equity and a recurring, cloud-based cybersecurity revenue model. We’ll now examine how...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare Technologies (GEHC) EPS Decline Tests Bullish Value Narrative

GE HealthCare Technologies (GEHC) has wrapped up FY 2025 with fourth quarter revenue of US$5.7b and basic EPS of US$1.29, setting the tone for how the full year is shaping up. The company has seen quarterly revenue move from US$5.3b in Q4 2024 to US$5.7b in Q4 2025, while basic EPS shifted from US$1.58 to US$1.29 over the same period, with trailing twelve month EPS at US$4.57 on revenue of US$20.6b. Overall, margins sit in the context of a 10.1% trailing net profit margin, giving investors a...
OM:SYNSAM
OM:SYNSAMSpecialty Retail

Did Synsam's (OM:SYNSAM) Ongoing Buy-backs Quietly Redefine Its Capital Allocation Priorities?

In late January 2026, Synsam AB repurchased 125,000 shares under its ongoing SEK 160 million buy-back programme aimed at reducing share capital and adjusting its capital structure, bringing its treasury shareholding to about 5.47 million out of roughly 148 million shares outstanding. This continued use of buy-backs highlights Synsam’s active capital management and may influence how investors assess the company’s capital allocation priorities. We’ll now examine how Synsam’s ongoing share...
NasdaqGS:KC
NasdaqGS:KCIT

Kingsoft Cloud (KC) Is Down 7% After Upward Earnings Revisions Reshape Its Profit Outlook – What's Changed

In recent weeks, Kingsoft Cloud Holdings has drawn attention as analysts have increasingly revised their earnings estimates higher, reflecting stronger expectations for the company’s profitability. This broad-based upgrade in forecasts has also improved Kingsoft Cloud’s position in third-party ranking systems that emphasize earnings estimate trends, highlighting a shift in how the market assesses its outlook. Next, we’ll examine how this wave of upward earnings revisions shapes Kingsoft...
TSE:3150
TSE:3150Commercial Services

GremsInc (TSE:3150) Earnings Growth Outruns Revenue And Tests Cautious Narratives

gremsInc (TSE:3150) has reported a solid set of Q3 2026 numbers, with revenue of ¥8.7b and basic EPS of ¥62.29, supported by trailing twelve month revenue of ¥34.6b and EPS of ¥216.95. The company’s revenue has increased from ¥30.0b in the trailing twelve months to Q2 2025 to ¥34.6b in the trailing twelve months to Q3 2026. Over the same period, EPS has moved from ¥160.03 to ¥216.95. This gives investors a clearer view of how profitability and scale are reflected together in the income...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

Is Willis Lease Finance (WLFC) Still Attractive After Its Recent Share Price Surge

If you are wondering whether Willis Lease Finance is pricing in too much optimism or still offers value at current levels, you are in the right place. The stock last closed at US$192.31, with returns of 8.8% over 7 days, 35.5% over 30 days, 43.4% year to date, and a 2.5% decline over the past year. The 3 year return is very large and the 5 year return is also very large. Recent coverage has focused on Willis Lease Finance's position in aircraft engine leasing and trading, as investors look...