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Brady (BRC) is back in focus after reporting stronger than expected quarterly earnings, marking its 20th consecutive quarter of organic sales growth, raising full year earnings guidance, and emphasizing higher margin engineered products. See our latest analysis for Brady. The latest move in Brady's story is also showing up in the share price. The stock has a 1 month share price return of 8.60%, a 3 month share price return of 13.35% and a year to date share price return of 16.40%, while the 1...

Gentherm (THRM) is back in focus after reporting fourth quarter and full year 2025 results that showed much lower net income alongside record revenue, along with new revenue guidance for 2026 and 2027. See our latest analysis for Gentherm. The latest results and 2026 to 2027 revenue guidance came as the share price closed at $32.51, with a 1 day share price return of 4.69% decline and a 1 year total shareholder return of 4.35% decline. This points to pressure on the Gentherm story after...

Zip Co Limited (ASX:ZIP) has authorized a share repurchase program of up to 92,161,082 shares for A$50,000,000, alongside reporting half-year 2025 revenue of A$658.11 million and net income of A$52.35 million, both higher than the prior year. These moves, coupled with the launch of its "In You We Trust" brand platform and refreshed app features, indicate a coordinated push to reinforce customer trust and capital allocation discipline. Next, we’ll examine how the newly announced A$50,000,000...

UGI stock reacts to Q1 earnings and business reshaping UGI (UGI) is in focus after Q1 FY 2026 earnings, a major business reshaping in Europe, senior leadership changes, and expansion into new U.S. states drew fresh attention to the stock. See our latest analysis for UGI. At a share price of US$37.45, UGI has seen a 1 day share price return of 2.19% decline and a softer 7 day and 30 day share price return. However, its 1 year total shareholder return of 17.38% and 5 year total shareholder...

Stoke Therapeutics recently reported that it has dosed the first patient in its Phase 1 OSPREY trial of STK-002, an investigational antisense oligonucleotide designed to boost OPA1 protein expression and potentially treat Autosomal Dominant Optic Atrophy, a rare inherited cause of progressive, irreversible vision loss with no approved therapies. This first-in-human study moves Stoke’s TANGO platform into a new ophthalmic indication, offering an early real-world test of whether upregulating...

Imerys (ENXTPA:NK) is back in focus after releasing its 2025 results, reporting €3,383.7 million in sales and a €408.8 million net loss, largely tied to a €467 million noncash goodwill impairment. See our latest analysis for Imerys. The release of Imerys' 2025 earnings, the €467 million goodwill impairment, the launch of Project Horizon and the CFO transition all landed against a share price of €24.24, with a 90 day share price return of 2.8% but a 1 year total shareholder return decline of...

Ichor Holdings (ICHR) is drawing fresh attention after reporting strong Q4 results, issuing upbeat guidance for 2026, and receiving several analyst upgrades that highlight revenue growth projections and expected margin improvements under new leadership. See our latest analysis for Ichor Holdings. That Q4 beat and upbeat 2026 commentary come on top of powerful momentum in the share price, with a 30 day share price return of 62.60% and a year to date share price return of 150.32%. The 1 year...

Sherwin-Williams (SHW) caught investor attention after its Board approved a regular quarterly dividend of $0.80 per share, extending a 47 year streak of annual dividend increases, supported by record consolidated sales. See our latest analysis for Sherwin-Williams. The latest dividend decision lands as Sherwin-Williams shares trade at $364.27, with an 11.11% year to date share price return and a 68.18% three year total shareholder return, suggesting longer term momentum has been stronger than...

Arcutis Biotherapeutics (ARQT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns and a strong 1 year total return. This has prompted closer scrutiny of its dermatology focused pipeline. See our latest analysis for Arcutis Biotherapeutics. The latest move to a US$26.31 share price follows a mixed pattern, with a 3.5% 1 day share price return and a 90 day share price decline of about 14%, set against a 1 year total shareholder return of...

Americas Gold and Silver Corporation recently announced a definitive agreement with United States Antimony to form a 51/49 joint venture to build and operate an antimony processing plant at the Galena Complex in Idaho’s Silver Valley, creating a mine-to-finished-product supply chain within the U.S. for this critical mineral. By turning by-product antimony from the Galena mine into a domestically refined product and capturing 51% of processing profits, Americas Gold and Silver aims to unlock...

On 17 February 2026, Lam Research opened a new 9,200 sq. ft. office in Boise, Idaho, initially housing about 150 staff to support collaborative research, development and high-volume manufacturing of Micron Technology’s memory chips. This expansion deepens Lam’s three-decade presence in Boise and tightens its integration with a major memory customer at a time when AI-related chip demand is reshaping equipment requirements across global fabs. Next, we’ll examine how this Boise expansion and...

In February 2026, Amgen Inc. issued and sold US$4.00 billion of fixed-rate senior unsecured notes maturing between 2031 and 2056, with coupons ranging from 4.200% to 5.650% and net proceeds of about US$3.96 billion to support its corporate financing needs. This large, multi-tranche bond deal, alongside the recent European Commission approval of UPLIZNA for generalized myasthenia gravis, highlights how Amgen is pairing balance-sheet funding with expansion of its rare autoimmune...

VGP (ENXTBR:VGP) has combined its latest annual earnings release with a proposed ordinary dividend increase. This pairing draws attention to how its 2025 profit figures and higher cash payout might influence investor sentiment. See our latest analysis for VGP. At a share price of €107.8, VGP has a 1-month share price return of 5.48% and a year to date share price return of 10.79%. The 1-year total shareholder return of 37.89% contrasts with a 5-year total shareholder return decline of 10.25%,...

Atlassian (NasdaqGS:TEAM) has appointed James Chuong, former LinkedIn Chief Financial Officer, as its new CFO. Chuong brings experience from LinkedIn and investment banking into Atlassian's finance leadership role. The appointment signals a leadership transition at an important moment for Atlassian's growth and scaling efforts. Atlassian is best known for its collaboration and workflow tools such as Jira and Confluence, which are widely used by software teams and knowledge workers. The...

Martin Marietta Materials (MLM) is back in focus after its latest earnings update, where full year earnings from continuing operations declined as the Midlothian cement business moved into discontinued operations, even as 2026 guidance underpins cautious optimism. See our latest analysis for Martin Marietta Materials. The latest earnings release, new 2026 guidance, executive appointment and dividend affirmation come against a backdrop of steady gains. A 30 day share price return of 5.25% and...

Bunge Global recently reported past quarterly results showing revenue growth of very large year on year, beating analyst expectations while also completing the transformational Viterra combination and advancing major growth projects. Despite missing full-year EPS guidance and gross margin estimates, the company’s integration of Viterra and focus on renewable feedstocks and plant-based ingredients appear central to its evolving business mix. Next, we’ll examine how this strong revenue...

Graham Holdings (GHC) has been drawing attention after recent share price moves, including a 1 day decline and mixed returns over the past month and past 3 months. These developments are prompting investors to reassess this diversified holding company. See our latest analysis for Graham Holdings. At a share price of US$1,069.64, Graham Holdings has seen pressure in the short term, with a 30 day share price return of an 8.74% decline. Longer term performance, reflected in an 18.24% 1 year...

Amer Sports (AS) is back in focus after a cluster of upbeat analyst reports, a planned US$80 million debt redemption, and the countdown to its fourth quarter and full year 2025 results on February 24, 2026. See our latest analysis for Amer Sports. The recent flurry of upbeat analyst coverage and the all time high of US$42.42 have come alongside a 30 day share price return of 7.34% and a 1 year total shareholder return of 41.57%. This suggests momentum has been building into the Q4 and full...

If you are wondering whether Global Payments is starting to look like value, you are not alone. The stock has attracted fresh attention from investors asking if the current price still reflects its long term potential. After a strong 7 day return of 16.1% to US$79.49, recent performance over 30 days at 5.7% and year to date at 5.2% sits against a much softer picture over longer periods, with 1 year, 3 year and 5 year returns of 22.5%, 27.9% and 58.9% declines respectively. Recent headlines...

Why Expedia Group (EXPE) is drawing fresh attention Expedia Group (EXPE) is back in focus after a stretch of weak share performance, with the stock showing declines over the past week, month, past 3 months and year to date, prompting renewed interest in its fundamentals. See our latest analysis for Expedia Group. The latest share price of $188.51 comes after a sharp short term pullback, with a 30 day share price return of a 30.48% decline. However, the 3 year total shareholder return of...

Paramount Skydance (NasdaqGS:PSKY) has increased its efforts to acquire Warner Bros. Discovery, updating its bid with extra protections for Warner Bros. shareholders. The latest offer includes a ticking fee to compensate shareholders if regulatory approvals take longer than expected. The proposal also introduces a sizable termination fee, outlining compensation terms if the deal does not close. Expiration of the U.S. antitrust waiting period and progress with overseas regulators have removed...

Franco-Nevada, through an Australian subsidiary, has agreed to a A$220 million package with Minerals 260, combining a A$170 million gross royalty and a A$50 million equity subscription to expand its gross royalty to 2.45% over the Bullabulling Gold Project in Western Australia. This marks Franco-Nevada’s largest royalty acquisition in Australia to date and deepens its exposure to near-term gold production through a closer partnership with Minerals 260. We’ll now examine how Franco-Nevada’s...

Faruqi & Faruqi, LLP has begun investigating McKesson’s Board over potential fiduciary breaches tied to the 2013 Stock Plan and its recommendation to issue 30,000,000 additional shares, raising concerns about the impact on existing shareholders. This scrutiny focuses attention on how governance decisions around equity issuance could affect ownership stakes and the company’s long-term capital allocation approach. We’ll now examine how concerns about substantial share issuance and potential...

What recent performance says about Alexandria Real Estate Equities Alexandria Real Estate Equities (ARE) has drawn fresh attention after a mixed stretch in the stock, with a small gain over the past week, a decline over the past month, and a modest rise across the past 3 months. See our latest analysis for Alexandria Real Estate Equities. That recent mix of short term gains and a softer 30 day share price return of 9.95% sits against a year to date share price return of 9.76%. At the same...