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CBRE Group (CBRE) is back on investors’ radar after being engaged by Bitzero Holdings as real estate broker for AI focused Nordic data center sites, emphasizing its push into digital infrastructure services. See our latest analysis for CBRE Group. While the share price has eased slightly in the last week, CBRE’s 30 day share price return of 2.74% and year to date share price return of 5.64% sit against a stronger backdrop, with total shareholder returns of 19.91% over one year and roughly 2x...

Rebranding to Marsh and Mercer's New Private Markets Tool Marsh & McLennan Companies (MRSH) has officially rebranded to Marsh, while its Mercer unit launched a private markets benchmarking platform that tackles fragmented data and highlights areas such as private credit and differentiated private equity strategies. See our latest analysis for Marsh & McLennan Companies. At a share price of $183.16, Marsh & McLennan Companies has had a mixed stretch, with a 1 day share price return of 1.39%...

Suntec Real Estate Investment Trust has reported full-year 2025 sales of S$471.61 million and net income of S$177.96 million, alongside declaring a 2.102-cent per unit distribution for the quarter ended 31 December 2025, to be paid on 27 February 2026 to unitholders on record. The distribution per unit of S$0.0388 for the second half of 2025, a 23.2% increase year on year, points to meaningfully higher cash returns for investors and reinforces the income-generating role of the REIT within...

Monarch partnership expansion puts DealCloud distribution in focus Intapp (INTA) is back on investors’ radar after Monarch Financial Technology Solutions expanded its partnership to resell DealCloud and support faster deployment across private capital market clients. See our latest analysis for Intapp. The Monarch expansion and upcoming February earnings webcast come after a mixed run for the shares, with a 30 day share price return of an 18.9% decline and a 1 year total shareholder return of...

Dividend announcement and what it means for Agree Realty stock Agree Realty (ADC) has put income front and center, with its board declaring a monthly common dividend of $0.262 per share and affirming the payout on its 4.25% Series A preferred stock. The new common dividend equates to $3.144 per share on an annualized basis, a 3.6% increase compared with the annualized $3.036 per share used in early 2025. Preferred holders receive $0.08854 per depositary share, or $1.0625 per year. See our...

In recent weeks, General Mills highlighted the return of Progresso Soup Drops for a second year, expanding the line with a new Variety Can featuring three classic soup flavors and a warming-in-mouth experience timed to National Soup Month and cold and flu season. At the same time, investors are watching for General Mills’ upcoming fiscal third-quarter earnings after the company previously beat profit expectations despite softer revenue and reaffirmed its full-year outlook. Next, we’ll...

Why Allegiant Travel Stock Is On Investor Radar Today Allegiant Travel (ALGT) has caught attention after recent trading, with the share price around $88.52 and returns mixed across different periods, including a loss over the past year and a gain over the past 3 months. See our latest analysis for Allegiant Travel. Recent trading has been choppy, with a 35.21% 3 month share price return contrasting with a 13.83% decline in 1 year total shareholder return. This suggests momentum has picked up...

Over the past two years, ePlus has reported stagnant sales, a forecast 2.1% revenue decline over the next 12 months, and a 5.5% annual drop in earnings per share, raising fresh concerns about its growth outlook. This combination of flat top-line performance and consistent earnings pressure points to deeper challenges in sustaining demand and profitability across the business. We’ll now explore how ePlus’s stagnating sales shape its investment narrative and what this could mean for investors...

In January 2026, Microchip Technology broadened its portfolio with new 600V gate drivers, PolarFire FPGA-based embedded video solutions, and JANPTX military-grade TVS devices, targeting industrial, consumer, and aerospace and defense applications. Together, these launches highlight Microchip’s push into higher-value power management, embedded vision, and high-reliability protection components that support electrification, advanced imaging, and mission-critical systems. Next, we’ll examine...

Brink's (BCO) is back in focus after reporting 16% growth in ATM managed services and digital retail solutions, the fastest North American growth in nine quarters, and raising full-year revenue and EBITDA guidance. See our latest analysis for Brink's. Those AMS and digital gains come after a multi month share price recovery, with Brink's posting an 8.37% 90 day share price return and a 35.82% 1 year total shareholder return. This suggests that momentum has been building rather than fading. If...

Generation Development Group (ASX:GDG) reported a 36% year on year rise in group funds under management to A$34.5b, supported by record inflows at Generation Life and strong net inflows at Evidentia. See our latest analysis for Generation Development Group. Despite the strong funds under management update, the share price has been under pressure, with a 7 day share price return of 11.25% and a 90 day share price return of 24.49%. However, the 1 year total shareholder return of 29.97% and very...

Earlier in January 2026, BaFin cut the flatexDEGIRO SE Group’s bank‑specific capital requirement by 25 basis points to 2.50%, while leaving flatexDEGIRO Bank SE’s SREP requirement unchanged at 1.25%. This adjustment gives flatexDEGIRO, which serves more than 3.5 million customers across 16 countries through its DEGIRO, flatex and ViTrade platforms, greater balance‑sheet flexibility. We will now examine how BaFin’s reduction in capital requirements shapes flatexDEGIRO’s investment narrative...

On January 12, 2026, AppFolio’s Board reduced its size from nine to seven directors and elected Sonos CFO Saori Casey as a Class II director, effective February 12, 2026, to fill an existing vacancy. Casey’s long tenure in senior finance roles at Apple and Cisco, along with board experience at Houzz, brings substantial capital allocation and governance expertise to AppFolio’s leadership bench. We’ll examine how Casey’s appointment, alongside upcoming earnings expectations, shapes AppFolio’s...

AdaptHealth (AHCO) is back in focus after securing a five year exclusive contract to supply home medical equipment and supplies for a large national healthcare system serving over 10 million members. See our latest analysis for AdaptHealth. The latest contract news lands after a mixed share price run, with a 7.23% 90 day share price return and a 4.34% year to date share price return, yet a 2.32% decline in 1 year total shareholder return and a 52.38% decline in 3 year total shareholder...

Ingram Micro Holding (INGM) has been in focus after extending its Foxit partnership from the U.S. to Canada, giving Canadian resellers access to Foxit’s PDF Editor, eSign, and broader document management suite. See our latest analysis for Ingram Micro Holding. The Foxit expansion into Canada comes after a recent 3.88% intraday jump reported on 21 January. However, the share price return over the past 30 days shows a 5.06% decline, and the 1 year total shareholder return is down 8.55%,...

Pangaea Logistics Solutions recently reported a strong past quarter, with revenue topping analyst expectations and adjusted EBITDA rising on the back of active Arctic trade and heavy use of its specialized ice-class fleet. This operational strength, which stood out against marine transportation peers, has drawn increased attention to Pangaea’s niche positioning in higher‑barrier shipping routes. Next, we’ll explore how this earnings beat and the company’s high ice-class fleet utilization...

Why the BNP Paribas downgrade matters for Dollar Tree (DLTR) BNP Paribas cut its view on Dollar Tree (DLTR) to Underperform, citing higher competition, shifting customer behavior, costlier inventory, and wage and freight pressures as key risks for profitability and margins. For you as an investor, this downgrade raises questions about how resilient Dollar Tree’s discount model is when inflation, supply chains, and labor costs all put pressure on a low-price business at the same time. See our...

Recent reports of rising AI related orders for semiconductor test gear and robots have put Teradyne (TER) in focus, as management points to growth in near term revenue and a larger U.S. production footprint. See our latest analysis for Teradyne. Those AI related orders have arrived against a backdrop of strong share price momentum, with a 30 day share price return of 15.22% and a 1 year total shareholder return of 77.17%, indicating that interest has been building rather than fading. If...

Intel (INTC) closed FY 2025 with Q4 revenue of US$13.7 billion, a basic EPS loss of US$0.12 and net income excluding extra items of a US$591 million loss. The company has seen quarterly revenue move from US$14.3 billion and a basic EPS loss of US$0.03 in Q4 2024 to US$13.7 billion and a basic EPS loss of US$0.12 in Q4 2025, while trailing twelve month figures now sit at US$52.9 billion of revenue and a basic EPS loss of US$0.06. For investors, the mix of high revenue, relatively small...

Earlier in January, Hilton Worldwide Holdings expanded its capital return plans by increasing its share repurchase authorization and introduced Apartment Collection by Hilton, a new apartment-style lodging category launched in partnership with Placemakr and set to roll out in key U.S. cities starting in 2026. This move pushes Hilton further into the fast-growing furnished apartment segment while keeping all stays tightly integrated into its existing booking and loyalty ecosystem, potentially...

D.R. Horton recently reported fiscal first-quarter 2026 results showing revenue of US$6,702.3 million and net income of US$594.8 million, reaffirmed its full-year revenue outlook of US$33.5–35.0 billion, continued buybacks totaling US$2.38 billion, and declared a US$0.45 per-share dividend payable in February 2026. Together, the earnings beat versus expectations, ongoing capital returns through dividends and repurchases, and management’s confirmation of guidance offer a clear window into how...

In mid-January 2026, Callaway Golf Company rebranded from Topgolf Callaway Brands, updated its NYSE ticker to CALY, and unveiled its Quantum family of drivers, fairway woods, irons, and hybrids featuring a new Tri-Force Face and next-generation Ai modeling. Alongside this brand refocus on core golf equipment, Callaway reported revenue and adjusted EBITDA above analyst expectations, reinforcing management’s message of operational strength. With earnings exceeding forecasts and the innovative...

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...

Inter & Co has received regulatory approval from the Florida Office of Financial Regulation and the Federal Reserve to establish a state-licensed international banking branch in Miami, creating a digital-first hub for cross-border services for individuals and businesses. This authorization places Inter & Co among a small group of international banks operating U.S. branches, potentially reshaping its global funding mix and product reach. Next, we will look at how this Miami branch approval,...