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In recent days, Exosens and Theon International extended their long-term commercial agreement for Image Intensifier Tubes through 2030, while Theon also moved to raise about €150.07 million via a rights offering and reported a record €25 million order for its Harder Digital subsidiary. Together, the multi‑year supply extension and record backlog expansion underline Theon’s ambition to secure critical night‑vision components amid structurally tight global capacity. We’ll now examine how...

Atai Beckley N.V. recently announced that the United States Patent and Trademark Office has granted a new patent covering EMP-01, its oral R-MDMA candidate, with exclusivity expected through 2043. This expanded intellectual property protection strengthens Atai Beckley’s position in psychedelic therapeutics ahead of anticipated Phase 2a data in social anxiety disorder, due in early 2026. Next, we’ll examine how this extended EMP-01 patent protection shapes Atai Beckley’s investment narrative...

If you are wondering whether Allegion at around $164 a share is still a smart buy or if the easy gains are behind it, this breakdown will help you decide whether the current price makes sense. The stock is up 2.4% over the last week and 28.1% year to date, even after a modest 1.7% dip over the past month. This suggests that the market still sees solid long term potential in the story. Recent headlines have focused on Allegion expanding its presence in electronic and IoT enabled security...

Heineken N.V. has continued executing its €1.50 billion share buyback programme, repurchasing 178,442 shares between 1 and 5 December 2025 as part of the first €750.00 million tranche, while also announcing past and upcoming marketing and leadership moves including Alex Carreteiro’s appointment as Regional President Americas effective March 2026. These actions together highlight Heineken’s focus on capital return, premium and alcohol-free brand building, and consumer engagement experiments...

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...

Workday (WDAY) is back in the spotlight after a fresh upgrade to a Buy, with investors reassessing the stock as management lifts 2026 revenue guidance and leans into a sizable buyback. See our latest analysis for Workday. The upgrade lands after a choppy stretch, with the share price down around 11% year to date and a 1 year total shareholder return of roughly minus 18%. However, Workday’s solid three year total shareholder return of about 28% suggests longer term momentum is still intact as...

Recently, Centene was highlighted by Hotchkis & Wiley's Mid-Cap Value Fund for its leadership in managed Medicaid, while a Politico report indicated the White House intends to seek a two-year extension of Obamacare subsidies, supporting insurers focused on Affordable Care Act marketplaces. This combination of supportive policy signals and endorsement from a major institutional investor underscores how crucial government-backed programs are to Centene’s business model and future revenue...

On 9 December 2025, CorMedix director Steven W. Lefkowitz sold 40,000 shares of common stock for about US$475,200, leaving him with 80,498 shares, shortly after the company reported Q3 2025 earnings and revenue that significantly exceeded market forecasts. The combination of robust quarterly results and insider selling draws attention to how CorMedix’s recent operational momentum aligns with leadership’s portfolio decisions. With CorMedix’s Q3 earnings beating expectations, we’ll examine how...

Earlier this week, Archer-Daniels-Midland cut its full-year adjusted earnings guidance to US$3.25–US$3.50 per share, citing trade uncertainty with China and unclear biofuel policies despite beating quarterly earnings expectations. This guidance reset highlights how sensitive ADM’s profit outlook is to external policy and trade conditions across its global agricultural and biofuels operations. We’ll now examine how ADM’s reduced earnings guidance, driven by trade and biofuel policy...

Keurig Dr Pepper (KDP) has been quietly grinding higher, with the stock up about 10% over the past month and 8% in the past 3 months, even as its year to date return remains negative. See our latest analysis for Keurig Dr Pepper. That recent 30 day share price momentum of just over 10% is starting to chip away at a tougher year to date patch, even though the one year total shareholder return is still slightly negative. This suggests sentiment may be cautiously turning as investors reassess...

NICE recently launched its CXone Mpower platform on a dedicated local cloud instance in South Africa, with redundant data centers in Cape Town and Johannesburg and regionally contained voice infrastructure to support compliant, AI-powered customer engagement for financial institutions, regulated industries, and large enterprises across Africa. This move extends NICE’s global CX AI footprint while addressing local data governance and latency needs, positioning the company to support complex,...

Wondering if Visa is still a buy at these levels, or if most of the upside has already been priced in? You are not alone. This is exactly where a closer look at valuation can give you an edge. Over the past week Visa has climbed 5.7%, is up 2.0% over the last month, and has gained 9.9% year to date, adding to a 10.8% return over the last year and roughly 70% over both three and five years. These moves have come as markets continue to reward dominant payment networks for their resilience and...

Eaton (ETN) has quietly become one of the market’s more interesting industrials, with the stock slipping about 5% over the past month even as its long term growth story remains intact. See our latest analysis for Eaton. At around $350.36, Eaton’s recent 30 day share price pullback of roughly 4.8% comes after a strong multi year run. The three year total shareholder return is still above 135%, suggesting momentum is cooling rather than broken. If Eaton’s move has you rethinking where the next...

Region Group recently continued its on‑market buy-back of stapled securities, repurchasing more than 8.8 million units, including hundreds of thousands in the latest trading sessions, as part of its capital management efforts. This ongoing buy-back reduces the pool of outstanding securities, which can incrementally increase each remaining holder’s ownership share and influence future per‑security metrics. We’ll now explore how Region Group’s active on‑market buy-back program may affect its...

Perdoceo Education (PRDO) has quietly pulled back almost 9% over the past month even as its longer term track record and steady revenue and earnings growth paint a very different picture for patient investors. See our latest analysis for Perdoceo Education. The recent slide looks more like a breather than a breakdown, with a 30 day share price return of negative 8.9% coming after a solid year to date share price gain and a standout three year total shareholder return above 120%. This suggests...

Amtech Systems (ASYS) has just posted its FY 2025 fourth quarter numbers, with revenue of about $19.8 million and EPS of roughly $0.07 setting the tone for the latest print. Over the past six quarters, the company has seen quarterly revenue move from about $24.1 million in Q4 2024 to a peak of $26.7 million in Q3 2024 before landing at $19.8 million in Q4 2025. Over the same period, EPS has swung from a loss of roughly $0.04 in Q4 2024 to a deep trough of about negative $2.23 in Q2 2025 and...

In recent days, Stoke Therapeutics and Biogen reported encouraging long-term Phase 1/2a and extension data for zorevunersen in Dravet syndrome, while Eisai and Biogen shared new clinical and real-world insights on LEQEMBI and its subcutaneous formulation for early Alzheimer’s disease, alongside additional regulatory milestones and broader market access moves. Yet, HSBC’s downgrade of Biogen on concerns over declining CD20 collaboration royalties and growth risks highlights how questions...

Arcadis (ENXTAM:ARCAD) has kicked off a leadership transition that investors cannot ignore, nominating long serving executive Heather Polinsky as both future CEO and Chair of the Executive Board from March 2026. See our latest analysis for Arcadis. Those leadership moves come as Arcadis trades at €35.88, with weak recent momentum reflected in its roughly 39 percent year to date share price return and a one year total shareholder return of about minus 40 percent, alongside a five year total...

RedCloud Holdings (NasdaqCM:RCT) just posted its H1 2025 scorecard, with trailing twelve month revenue of about $48.4 million and a basic EPS of roughly -$1.76. This sets a clear backdrop of rapid top line expansion paired with ongoing losses. The company has seen revenue move from $13.6 million in H2 2023 to $16.1 million in H1 2024 and then $30.4 million in H2 2024. Over those same halves, EPS shifted from about -$4.20 to -$0.51 and then a much steeper -$17.85. That combination of fast...

John Wiley & Sons, Inc. recently reported fiscal Q2 2026 results showing slightly lower sales of US$421.75 million but higher net income of US$44.89 million, and completed a US$177.54 million buyback program while authorizing up to US$250 million in new repurchases. The company also lifted its quarterly dividend for the 32nd straight year and increased its Fiscal 2026 buyback allocation to US$100 million, underscoring management’s confidence in long-term demand for its content and AI-related...

Siemens Aktiengesellschaft has announced an increased annual dividend of €5.35 per share, payable on 17 February 2026, alongside continued execution of its share buyback program, which has repurchased 19.19 million shares since February 2024. This combination of a higher cash payout and ongoing share repurchases underscores Siemens’ emphasis on returning capital to shareholders while it invests in automation and digitalization opportunities such as control room solutions. We’ll now examine...

Earlier this month, ASM International announced that its Supervisory Board intends to reappoint CEO Hichem M’Saad for a second four-year term, while chair Pauline van der Meer Mohr plans to retire around the 2027 AGM once a suitable successor is in place. At the same time, Morgan Stanley singled out ASM International as its top European semiconductor equipment name, highlighting the company’s focus on advanced logic and foundry tools used in AI-driven chip production. We’ll now examine how...

In early December 2025, Bank of Montreal reported higher full-year net interest income of CA$21,487 million and net income of CA$8,709 million versus the prior year, alongside a quarterly common-share dividend increase to CA$1.67 and multiple new bond offerings across 2028–2037 maturities. Together with positive analyst revisions and a Zacks Rank #2 (Buy), these results suggest investors are paying closer attention to BMO’s earnings power and capital return capacity. We’ll now explore how...

Vail Resorts (MTN) opened fiscal Q1 2026 with revenue of about $271 million, a basic EPS loss of roughly $5.20, and net income excluding extra items of around negative $187 million, setting a cautious tone for the new season. The company has seen quarterly revenue move from about $260 million in Q1 2025 to roughly $271 million in Q1 2026, while basic EPS shifted from a loss of about $4.62 to a loss of roughly $5.20 over the same period, giving investors a mixed read on top line stability...