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NYSE:CHD
NYSE:CHDHousehold Products

Will CHD’s EPS-Focused 2026 Guidance and Dividend Hike Shift Church & Dwight’s (CHD) Narrative?

On January 30, 2026, Church & Dwight reported fourth-quarter 2025 results showing higher sales of US$1,644.2 million but lower quarterly earnings, issued 2026 guidance calling for a small reported sales decline tied to 2025 business exits alongside higher full-year EPS, raised its quarterly dividend to US$0.3075 per share, detailed a broad slate of 2026 product launches across key brands, and confirmed completion of a US$771.12 million share repurchase program. Together, the guidance for EPS...
NYSE:SPOT
NYSE:SPOTEntertainment

Is Spotify (SPOT) Still Attractively Priced After Recent Share Price Pullback And Podcast Expansion?

If you are wondering whether Spotify Technology's share price still reflects its true worth after a strong multi year run, looking closely at how it is valued can help you frame your next move. The stock last closed at US$476.02, with returns of 0.4% over 7 days, an 11.7% decline over 30 days, a 17.2% decline year to date, a 23.6% decline over 1 year, and a 34.6% gain over 5 years. The return over 3 years is very large. Recent headlines have focused on Spotify's ongoing expansion of its...
TSE:6844
TSE:6844Semiconductor

Shindengen Electric Manufacturing (TSE:6844) Q3 EPS Surge Tests Bearish Earnings Narratives

Shindengen Electric Manufacturing (TSE:6844) has posted its Q3 2026 numbers with revenue of ¥29,560 million and basic EPS of ¥309.36, alongside net income excluding extra items of ¥3,193 million. This puts a clear spotlight on how profitability is tracking through the year. The company has seen quarterly revenue move from ¥25,612 million in Q2 2025 to ¥27,062 million in Q2 2026 and then to ¥29,560 million in Q3 2026. Basic EPS has ranged from a loss of ¥127.29 in Q2 2025 to ¥94.85 in Q2 2026...
NYSE:WCC
NYSE:WCCTrade Distributors

WESCO International (WCC) Margin Slippage To 2.7% Tests Long Term Bullish Earnings Narrative

WESCO International (WCC) just closed out FY 2025 with fourth quarter revenue of US$6.1b and basic EPS of US$3.34, supported by net income of US$165.2m. The company has seen quarterly revenue move from US$5.5b and EPS of US$3.03 in Q4 2024 to US$6.1b and EPS of US$3.34 in Q4 2025, while trailing twelve month EPS for Q4 2025 sits at US$13.05 on revenue of US$23.5b. For investors, the headline results put the focus squarely on how WESCO is converting that top line into earnings as margins and...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

Iradimed (IRMD) Earnings Beat With 26.8% Margin Tests High Valuation Narratives

IRADIMED (IRMD) has just wrapped up FY 2025 with fourth quarter revenue of US$22.7 million and basic EPS of US$0.51, alongside net income of US$6.4 million, capped by trailing 12 month revenue of US$83.8 million and basic EPS of US$1.77 backed by net income of US$22.5 million. Over recent quarters the company has seen quarterly revenue move from US$19.4 million in Q4 2024 to US$22.7 million in Q4 2025, with basic EPS shifting from US$0.41 to US$0.51 over the same period. Trailing 12 month...
NasdaqGS:KHC
NasdaqGS:KHCFood

Is Kraft Heinz’s AI Messaging And CAGNY Spotlight Reframing The Investment Case For KHC?

Kraft Heinz is drawing attention this week as it prepares to report quarterly earnings, while also recently presenting on AI and IP strategy in Munich and planning a webcast appearance at the influential CAGNY Conference on February 19, 2026. The combination of an imminent earnings release and high-profile conference participation is sharpening investor focus on how management frames Kraft Heinz’s progress and priorities. We’ll now look at how the upcoming earnings release and CAGNY...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health Q4 Loss Of US$353 Million Tests Profitability Turnaround Narrative

Oscar Health (OSCR) just wrapped up FY 2025 with Q4 revenue of US$2.8b and a basic EPS loss of US$1.24, while trailing twelve month figures show revenue of US$11.7b and a basic EPS loss of US$1.69. Over recent periods, the company has seen quarterly revenue range from US$2.4b in Q4 2024 to US$3.0b in Q1 2025, with basic EPS swinging from a profit of US$1.10 in Q1 2025 to losses of US$0.53 to US$1.24 in the following quarters. This keeps the focus squarely on how quickly margins can move...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Will Ally’s Auto Finance Focus and Financial Wellness Push Reshape Ally Financial's (ALLY) Narrative

Ally Financial recently participated in the AFSA Vehicle Finance Conference & Expo 2026 in Las Vegas and the Bank of America Financial Services Conference 2026 in Miami Beach, showcasing its focus on core auto finance, risk management, and investor communication. Alongside these appearances, Ally Bank’s “Cost of Singledom” report and launch of the Money Roots™ financial wellness program highlight the group’s push into consumer education and brand-led engagement beyond traditional...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

A Look At Cavco Industries (CVCO) Valuation After Earnings, American Homestar Deal And Share Buybacks

Cavco Industries (CVCO) is back in focus after reporting third quarter and nine month results, closing the American Homestar acquisition, and updating investors on recent share repurchases that collectively shape the current stock story. See our latest analysis for Cavco Industries. The recent earnings release, the American Homestar acquisition and ongoing share repurchases come against a mixed price backdrop. The company has reported a strong 17.56% 7 day share price return alongside a...
ENXTPA:KER
ENXTPA:KERLuxury

Kering Reset Weighs Gucci Focus L'Oréal Beauty Deal And Store Closures

Kering (ENXTPA:KER) has announced a broad transformation plan that includes a new partnership with L'Oréal to develop its beauty segment. The group is closing more than 100 stores as part of a restructuring focused on profitability and tighter brand positioning. Management is emphasizing Gucci with new leadership and creative direction, alongside a special dividend linked to the planned sale of the Beauté division. Kering shares trade at around €288.0, with a mixed performance profile that...
TSE:2871
TSE:2871Food

Nichirei (TSE:2871) Valuation Check After Earnings Growth And New Forecast Update

Why Nichirei’s latest earnings and outlook matter for shareholders Nichirei (TSE:2871) has drawn fresh attention after reporting nine month results to December 31, 2025, together with a full year earnings forecast, giving investors updated visibility on sales, profit and earnings per share. See our latest analysis for Nichirei. Following Nichirei’s nine month results and full year forecast, the share price has built momentum, with a 7 day share price return of 5.19% and a 90 day share price...
TSE:6103
TSE:6103Machinery

Okuma (TSE:6103) Valuation Check After Earnings Growth And Rising Investor Optimism

Why Okuma stock is drawing fresh attention Okuma (TSE:6103) is back on investors’ radar after reporting higher sales and net income for the nine months to December 31, 2025, alongside a recent board meeting to consider a share repurchase. See our latest analysis for Okuma. Those earnings and the board’s move to consider a share repurchase have arrived alongside strong momentum, with a 30 day share price return of 20.55% and a 1 year total shareholder return of 35.22%. This points to rising...
TSX:EMA
TSX:EMAElectric Utilities

The Bull Case For Emera (TSX:EMA) Could Change Following Peter Gregg’s Move To Group Strategy – Learn Why

Nova Scotia Power announced that Peter Gregg, who has served as President and CEO since November 2020, left that role on March 1, 2026 to become Executive Vice President, Strategy and Policy at parent company Emera Inc., where he will oversee corporate strategy, government relations, and sustainability. Gregg’s move to a group-level role signals Emera’s emphasis on aligning long-term strategy, policy influence, and environmental priorities across its regulated utilities and growth...
NYSE:MRSH
NYSE:MRSHInsurance

A Look At Marsh & McLennan (MRSH) Valuation After New US$1.5b Shelf Registration Filing

Marsh & McLennan Companies (MRSH) has filed a shelf registration for up to US$1.54b of common stock, tied to an employee stock ownership plan. This filing puts potential future share issuance in focus for investors. See our latest analysis for Marsh & McLennan Companies. The ESOP linked shelf registration comes after a busy start to the year, with Marsh & McLennan discussing a US$5b capital deployment plan across dividends, acquisitions and buybacks, updating investors on 2025 earnings, and...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

A Look At Definium Therapeutics (DFTX) Valuation After Roger Adsett Joins The Board

Board appointment puts governance in focus for Definium Therapeutics (DFTX) Definium Therapeutics (DFTX) recently added experienced biopharmaceutical executive Roger Adsett to its Board of Directors, an event that puts governance, commercial expertise, and long term execution squarely on investors’ radar. See our latest analysis for Definium Therapeutics. At a share price of $17.37, Definium Therapeutics has posted a 25.51% 1 month share price return and a 43.08% 3 month share price return,...
NYSE:AME
NYSE:AMEElectrical

AMETEK’s Record 2025 Results Test Acquisition Strategy And Growth Outlook

AMETEK (NYSE:AME) reported record fourth quarter and full year 2025 results. The company highlighted strong cash generation, solid sales and order growth, and contributions from recent acquisitions. Management pointed to continued momentum and a healthy backlog as key support factors for the business. For investors watching NYSE:AME, the latest update comes with the stock around $233.11 and multi year returns that have been strong, including 26.6% over the past year and 98.7% over five...
NYSE:MA
NYSE:MADiversified Financial

Is Mastercard (MA) Share Weakness Creating A Fresh Valuation Opportunity For Investors

If you have ever wondered whether Mastercard's share price really matches what the business is worth, this article is for you. We will break down what the current market price could be implying. Mastercard closed at US$540.39, with returns of a 1.9% decline over 7 days, a 6.1% decline over 30 days, a 4.0% decline year to date and a 3.8% decline over the past year, set against longer term returns of 48.6% over 3 years and 63.0% over 5 years. Recent coverage around Mastercard has focused on...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Is Rigetti Computing (RGTI) Attractively Priced After Recent 33.5% Share Price Decline

If you have been wondering whether Rigetti Computing's share price still lines up with its fundamentals, this article will walk through what the numbers actually say about value. The stock last closed at US$16.97, with a 30 day return of 33.5% decline, a year to date return of 28.1% decline, and a 1 year return of 44.4% gain that sits alongside a very large 3 year return. Recent trading has been shaped by ongoing interest in quantum computing and how smaller specialists like Rigetti fit into...
TSE:1802
TSE:1802Construction

Obayashi (TSE:1802) One Off Gain Lifts Margin And Tests Earnings Durability Narratives

Obayashi (TSE:1802) just put out its Q3 2026 scorecard, reporting quarterly revenue of ¥671.1b and basic EPS of ¥77.81. On a trailing twelve month basis, revenue is ¥2.6t and EPS is ¥258.61. The company’s revenue increased from ¥640.6b in Q3 2025 to ¥671.1b in Q3 2026, with basic EPS over that same period rising from ¥56.42 to ¥77.81 and trailing twelve month EPS moving from ¥171.71 to ¥258.61. These figures point to higher profitability and a wider net margin that investors may weigh against...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Valuation Check After New AI Investment And Data Center Momentum

Intel (INTC) is back in focus after committing at least US$100 million to AI chip startup SambaNova Systems. CEO Lip-Bu Tan also outlined strong AI driven server CPU demand, along with improving foundry yields and rising customer interest. See our latest analysis for Intel. Those AI focused updates are landing at a time when Intel’s share price has been volatile in the short term, with a 1 day share price return of 6.19% decline and a 7 day share price return of 4.30% decline. However, the 90...
NYSE:FMC
NYSE:FMCChemicals

What FMC (FMC)'s Weak Outlook, Junk Downgrade and Strategy Review Mean For Shareholders

FMC Corporation recently reported fourth-quarter 2025 and full-year results showing lower sales and a very large swing to a net loss, issued 2026 revenue guidance that implies a 5% decline at the midpoint, and filed an US$84.26 million shelf registration related to an ESOP share offering. At the same time, FMC’s board authorized a review of multiple strategic options while Moody’s cut the company’s debt rating to junk with a negative outlook, highlighting concerns around patent expirations...
NYSE:AES
NYSE:AESRenewable Energy

Assessing Whether AES (AES) Is Overvalued After Its Strong 1 Year Shareholder Return

AES stock performance snapshot AES (AES) has drawn attention after recent share price moves, with the stock showing gains over the past month and past 3 months alongside positive annual revenue and net income figures. See our latest analysis for AES. At a share price of $16.25, AES has seen momentum build recently, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 67.93%, even though the 3 and 5 year total shareholder returns remain negative. If this move in...
NYSE:RACE
NYSE:RACEAuto

Ferrari (NYSE:RACE) Valuation Check After Sharp 1 Day Share Price Rebound

Recent Share Performance and Business Snapshot Ferrari (NYSE:RACE) shares closed at $363.22, with a 1 day return of 8.1% and a 7 day return of 10.0%, while the stock shows negative moves over the past month and past 3 months. Over longer horizons, Ferrari’s total return is negative over the past year but positive over the past 3 years and 5 years. Reported revenue stands at €7,146.0, with net income of €1,600.0, alongside annual revenue and net income growth figures that remain in positive...