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XTRA:DOU
XTRA:DOUSpecialty Retail

Douglas (XTRA:DOU) Q1 EPS Slip Tests Bullish Margin Improvement Narrative

Douglas (XTRA:DOU) opened Q1 2026 with revenue of €1.7b and basic EPS of €1.34, following trailing twelve month revenue of €4.6b and EPS of €1.46. The company’s quarterly revenue increased from €1.65b in Q1 2025 to €1.7b in Q1 2026, while basic EPS moved from €1.51 to €1.34 over the same period, framing a quarter where profitability metrics will be scrutinised closely. With trailing net profit margins at 3.4% versus 2.7% a year earlier, this set of results puts the focus squarely on how...
NYSE:DTM
NYSE:DTMOil and Gas

Is DT Midstream (DTM) Pricing Look Stretched After Strong 1 Year Share Price Rally

If you are wondering whether DT Midstream is fairly priced or if the recent hype has gone too far, you are in the right place. The stock last closed at US$131.64, with returns of 4.2% over 7 days, 11.8% over 30 days, 8.8% year to date and 37.5% over the past year, plus a very large 3 year return of 172.7%. These moves sit against a backdrop where DT Midstream has been steadily on investors' radars in the midstream energy space, as markets continue to focus on established infrastructure...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance

Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See our latest analysis for Xcel Energy. At a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances,...
NYSE:GM
NYSE:GMAuto

General Motors Resets EV Plans As Investors Weigh Valuation Upside

General Motors (NYSE:GM) has hired a former Lucid Motors executive as deputy CFO and head of strategy, signaling a fresh approach to technology partnerships and corporate planning. The company is cutting jobs and scaling back operations at its Canadian facilities as it adjusts production and seeks to manage costs. GM is pivoting toward lithium manganese rich (LMR) battery technology in an effort to reshape its electric vehicle lineup. For investors watching NYSE:GM, these moves come at a...
NYSE:KNX
NYSE:KNXTransportation

Does Knight-Swift’s Seventh Dividend Hike Reveal a Turning Point in Its Capital Strategy (KNX)?

Knight-Swift Transportation Holdings recently raised its quarterly cash dividend to US$0.20 per share from US$0.18, marking a seventh consecutive annual increase and continuing its board-approved cash dividend policy, with the latest payout scheduled for stockholders of record on March 6, 2026 and expected to be paid on March 23, 2026. This steady pattern of dividend growth, alongside a history of insider share sales and a Neutral analyst rating, highlights how management’s capital-return...
WBAG:VOE
WBAG:VOEMetals and Mining

Voestalpine (WBAG:VOE) Q3 EPS Softness Tests Bullish Earnings Recovery Narrative

Voestalpine (WBAG:VOE) has reported Q3 2026 revenue of €3.5b and basic EPS of €0.35, with net income excluding extra items at €59.7m setting the tone for its latest update. The company has seen quarterly revenue move from €3.7b in Q2 2026 and €3.9b in Q1 2026, alongside EPS of €0.55 and €0.59 respectively. Trailing twelve month EPS stands at €1.31 on €15.1b of revenue and €225.4m of net income. For investors, a key consideration is how these earnings and margins relate to the broader story of...
NYSE:LNG
NYSE:LNGOil and Gas

Did New Gulf LNG Shipping Deals Just Shift Cheniere Energy's (LNG) Logistics-Driven Investment Narrative?

Cheniere Energy’s marketing unit recently secured additional liquefied natural gas shipping capacity out of the Gulf Coast, responding to tight carrier availability and longer vessel build times amid the U.S. LNG export boom. This move highlights how logistics control is becoming as important as liquefaction capacity itself, potentially influencing Cheniere’s ability to reliably monetize its growing LNG portfolio. We’ll now examine how this added shipping capacity could influence Cheniere...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Group Tavily Deal Highlights AI Agent Search And Valuation Gap

Nebius Group (NasdaqGS:NBIS) agreed to acquire Tavily, a real time agentic search company, to deepen its AI platform. The deal adds Tavily’s agent focused search technology and team to Nebius’s AI cloud stack. The acquisition is aimed at expanding integrated AI agent search capabilities for enterprise and developer customers. Nebius Group runs an AI focused cloud platform, so pulling Tavily’s real time agentic search into its stack fits closely with its core business. As more AI workloads...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Are Marvell’s (MRVL) ESOP Moves Hinting at How It Sees Its AI Data Center Edge?

In recent days, Marvell Technology filed two employee stock ownership plan-related shelf registrations to offer about US$333.80 million of common stock, totaling 4,373,572 shares, while also reporting past record quarterly revenue powered by AI-focused data center demand and its role in Amazon’s custom Trainium processors. These equity plan filings are small relative to Marvell’s AI infrastructure ambitions, where deepening ties to hyperscalers like Amazon and acquisitions such as XConn and...
OM:MIPS
OM:MIPSLeisure

Mips (OM:MIPS) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Results

Mips (OM:MIPS) has wrapped up FY 2025 with fourth quarter revenue of SEK 147 million and basic EPS of SEK 1.32, alongside net income of SEK 35 million, giving investors a fresh read on how the business is currently earning its keep. The company has seen quarterly revenue move from SEK 123 million in Q3 2024 to SEK 135 million in Q3 2025 and SEK 147 million in Q4 2025. Basic EPS has shifted from SEK 1.36 in Q3 2024 to SEK 1.28 in Q3 2025 and SEK 1.32 in Q4 2025, setting up a results season...