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Philip Morris International (PM) is back in focus after Q4 results that met revenue expectations but fell short on some profit measures, as the board reaffirmed a regular quarterly dividend of $1.47 per share. See our latest analysis for Philip Morris International. At a share price of $169.98, Philip Morris International has seen a 90 day share price return of 15.00% and a 1 year total shareholder return of 16.59%. Shorter term price weakness after earnings and institutional selling hints...

If you are wondering whether FedEx is reasonably priced after its recent run, this article will help you unpack what the current share price could be implying about the company. FedEx recently closed at US$359.10, with returns of 22.5% year to date and 44.8% over the past year, while the last 7 days and 30 days saw returns of a 7.2% decline and a 0.9% decline respectively. Recent market attention on FedEx has been shaped by ongoing discussions about global trade flows, parcel volumes and how...

Soitec’s new multi-year POI wafer deal and recent share price moves Soitec (ENXTPA:SOI) has drawn fresh attention after announcing a multi-year agreement to supply Piezoelectric-On-Insulator wafers for Skyworks Solutions’ Sky5 5G smartphone platform, reinforcing an existing customer relationship and securing committed orders. See our latest analysis for Soitec. The Skyworks POI wafer agreement arrives after a sharp run in Soitec’s share price, with a 30 day share price return of 37.99% and a...

Superior Plus (TSX:SPB) is back on investor radar after Director Christopher Thomas Folan acquired 20,000 common shares at CA$6.515 on February 27, 2026, materially increasing his personal stake in the company. See our latest analysis for Superior Plus. The recent insider purchase comes at a time when Superior Plus’s share price has been under some pressure. The 30 day share price return is 7.57% and the year to date share price return is 7.18%, while the 1 year total shareholder return of...

Without a fresh headline event driving SPIE (ENXTPA:SPIE) today, the share price and recent return profile provide a starting point for assessing this multi-technical services group on its own fundamentals. See our latest analysis for SPIE. The recent pullback, with a 3.5% 1 day share price decline and 7.3% 7 day share price decline to €48.68, contrasts with a 20.1% 1 year total shareholder return and strong multi year gains. This hints at some cooling momentum after a solid run. If this kind...

Earlier this week, Sabre Corporation announced a governance agreement with Constellation Software that adds Vela Software Group CEO Damian McKay to Sabre’s board and ends Sabre’s recently adopted shareholder rights plan. The move underscores Constellation Software’s growing influence in travel technology and highlights how governance arrangements can reshape relationships between software investors and their portfolio companies. Next, we’ll explore how Constellation Software’s new board...

Why RBC Bearings Is On Investors’ Radar Today RBC Bearings (RBC) is drawing attention after a strong year of share price gains, with the stock recently closing at $552.91 and posting double digit total returns over the past 3 years. See our latest analysis for RBC Bearings. Short term, the share price has given back some ground with a 1 day share price return of 2.32% decline and a 7 day share price return of 4% decline, but that sits against a 90 day share price return of 24.69% and a 3 year...

Supply Network Limited recently reported half-year results to 31 December 2025, with sales rising to A$200.14 million and net income reaching A$22.86 million compared with the prior year period. The company’s higher basic earnings per share from continuing operations, moving to A$0.5243 from A$0.4621, highlights improved profitability per share over the half year. With Supply Network posting higher sales and earnings per share, we’ll now examine how this performance shapes the company’s...

If you are wondering whether Hologic’s current share price still offers value, the key question is how its fundamentals stack up against what the market is willing to pay. The stock last closed at US$75.74, with returns of 0.5% over 7 days, 1.5% over 30 days, 1.6% year to date, 17.4% over 1 year, a 2.5% decline over 3 years, and 7.0% over 5 years. Taken together, this gives a mixed picture of recent performance and changing sentiment. Recent news around Hologic has mainly focused on its...

Earlier this week, FactSet Research Systems appointed Kate Stepp as Chief AI Officer and Bob Stolte as Chief Technology Officer, while also rolling out AI-driven KYC, AML, and risk management tools within its Workstation platform for banking clients through a partnership with ComplyAdvantage. Together, these moves underscore FactSet’s push to embed artificial intelligence more deeply into its leadership structure and product suite, particularly around compliance and workflow automation for...

Palo Alto Networks (NasdaqGS:PANW) announced new global partnerships focused on AI security at Mobile World Congress 2026. The company is working with Nokia, U Mobile, Aeris, and Celerway to secure sovereign AI, 5G, and IoT environments. Palo Alto Networks and Siemens introduced an industry-verified cybersecurity solution for industrial private 5G networks. The joint solution with Siemens is designed for real-time, AI-powered manufacturing settings. Palo Alto Networks, known for its focus...

If you are wondering whether MasTec's current share price still reflects good value after a strong run, you are not alone. This article is all about unpacking what that price might really imply. MasTec's stock last closed at US$285.61, after a 4.2% decline over the past week, a 21.3% gain over 30 days, a 25.5% gain year to date, and a 147.3% gain over the past year, with a 197.4% return over 3 years and 188.7% over 5 years. These moves have kept MasTec firmly on investors' radar, with recent...

XtalPi Holdings (SEHK:2228) has outlined a plan to reach profitability in 2025. Management links the shift to tripled revenue and improved performance in core businesses. A multi billion dollar collaboration with DoveTree is cited as a key factor in the updated outlook. The company highlights gains from recent partnerships as part of its 2025 profitability plan. XtalPi Holdings operates at the intersection of technology and biopharma, focusing on drug discovery and related services. For...

The Trade Desk (NasdaqGM:TTD) is reported to be in early partnership discussions with OpenAI to support ad sales for ChatGPT and related AI platforms. If agreed, the collaboration would focus on monetizing AI-driven audiences across conversational and generative AI products. CEO Jeff Green has made the largest insider share purchase in the company’s history, adding to his existing ownership stake. These developments highlight a potential new channel for digital ad demand alongside a clear...

On 2 March 2026, Sumitomo Chemical Company’s board approved the filing of a shelf registration statement, paving the way for a potential issuance of new shares. This move opens the door to flexible future equity fundraising, which can affect existing shareholders’ ownership levels and the company’s capital structure planning. We’ll now examine how the newly approved shelf registration for potential share issuance could reshape Sumitomo Chemical’s broader investment narrative. Rare earth...

Motorola Solutions (NYSE:MSI) is pursuing mergers and acquisitions to expand its portfolio. The company is focusing on growth areas such as video solutions and 911 center technologies. Management is looking to use its balance sheet and targeted R&D spending to support this M&A activity. Motorola Solutions, best known for mission critical communications and public safety technology, is leaning further into areas such as video security and 911 center software. These segments sit at the...

Wondering if Caterpillar is still good value after a strong run in its share price, or if the opportunity has already passed you by? The stock last closed at US$680.90, with a 7 day return of an 8.3% decline, a 30 day return of a 1.6% decline, and longer term returns of 13.8% year to date and 97.1% over the past year, while the 3 year and 5 year returns are both a little over 200%. Recent coverage has highlighted Caterpillar's position as a key supplier of heavy equipment for infrastructure...

CorMedix (CRMD) closed out FY 2025 with Q4 revenue of US$128.6 million and basic EPS of US$0.18, alongside trailing twelve month revenue of US$311.7 million and basic EPS of US$2.26, pointing to a very different earnings profile than a year ago. The company has seen quarterly revenue move from US$31.2 million in Q4 2024 to US$128.6 million in Q4 2025, while basic EPS shifted from US$0.22 in Q4 2024 to US$0.18 in the latest quarter and was loss making on a trailing basis as recently as Q3...

Havas expanded its AI leadership with a senior hire to oversee its Converged.AI platform. The group secured the Singapore Tourism Board account for integrated creative and media work. Havas launched CRed, a new creator marketing practice focused on creator and influencer content. The company won an integrated partnership with Chinese Wok to support the brand’s expansion in India. Havas (ENXTAM:HAVAS) is adding several new growth drivers at once, across AI, creator marketing and large...

Unity Software (NYSE:U) is preparing to outline its technology roadmap at the upcoming Game Developers Conference. The company plans to detail how it aims to use run-time data from games and apps to refine ad targeting. These product and monetization updates are positioned as key pieces of Unity's future business focus. For investors watching NYSE:U, this update comes as the stock trades around $19.85, with a year-to-date return showing a 55.1% decline and a one-year return showing a 17.9%...

Apple Hospitality REIT, Inc. reported past fourth-quarter 2025 revenue of US$326.44 million and net income of US$29.62 million, alongside full-year 2025 revenue of US$1.41 billion and net income of US$175.36 million, and issued 2026 net income guidance of US$133 million to US$160 million. While full-year net income and earnings per share eased compared with the prior year, fourth-quarter earnings per share inched higher despite slightly lower sales, highlighting a degree of profitability...

Tuya Inc. has already reported its fourth-quarter and full-year 2025 results, with Q4 sales of US$84.49 million and net income of US$19.31 million, and declared a US$0.0605 per share cash dividend funded from its share premium account and surplus cash. The combination of steadily improving profitability, AI-powered offerings like the “Hey Tuya” assistant, and cash returns to shareholders underscores how the company is using its strong liquidity position of over US$1.00 billion to support...

Information Services Group (III) FY 2025 earnings snapshot Information Services Group (III) has wrapped up FY 2025 with fourth quarter revenue of US$61.2 million and basic EPS of US$0.05, while trailing 12 month revenue stood at US$244.7 million and basic EPS at US$0.19 on a reported basis. The company has seen quarterly revenue range between US$59.6 million and US$62.4 million over the past year, with basic EPS moving between US$0.03 and US$0.06, giving investors a clear view of how the top...

If you are wondering whether Marathon Petroleum at around US$221 per share is still reasonably priced or starting to look stretched, the key question is what you are getting for that tag. The stock has shown strong momentum recently, with returns of 11.6% over the last 7 days, 12.9% over 30 days, 34.0% year to date and 64.3% over the past year. This can change how investors think about both upside and risk. Recent news coverage has focused on Marathon Petroleum as one of the larger US energy...