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NYSE:MUX
NYSE:MUXMetals and Mining

How Longer-Life Grey Fox and Nevada Updates At McEwen (MUX) Have Changed Its Investment Story

McEwen Inc. has recently filed NI 43-101 technical reports for its Grey Fox Project in Ontario and its Lookout Mountain and Windfall deposits in Nevada, outlining updated mineral reserves, resources, and mine plans. A key insight from these reports is the Grey Fox Prefeasibility Study, which supports a 15-year project life that could materially extend McEwen’s production runway and resource visibility. We’ll now examine how the extended Grey Fox project life and enlarged Nevada resource...
NasdaqGS:OZK
NasdaqGS:OZKBanks

Bank OZK (OZK) Stock Faces Asset Quality Test As Non Performing Loans Challenge Bullish Narrative

Bank OZK (OZK) has posted fresh Q2 2026 numbers, with total revenue of US$384.4 million and basic EPS of US$1.49, alongside trailing 12 month revenue of US$1.6 billion and EPS of about US$6.07 that sit against a net profit margin of 43.5%. Over recent quarters, the company has seen revenue move between US$370.8 million and US$401.6 million and quarterly EPS range from roughly US$1.44 to US$1.60, giving investors a clear read on how the current print fits into its recent track record. With...
NYSE:NPB
NYSE:NPBBanks

Northpointe Bancshares (NPB) Stock Faces Margin Sustainability Questions After 31.1% Profitability Print

Northpointe Bancshares (NPB) has put up another solid quarter, with Q2 2026 revenue of US$64.1 million and basic EPS of US$0.61, supported by trailing 12 month revenue of US$255.2 million and EPS of US$2.35 on net income of US$81.5 million. Over the past year, revenue has moved from US$191.4 million to US$255.2 million and EPS from US$1.95 to US$2.35, giving investors a clear sense of how the earnings base has shifted ahead of this latest report. With the trailing net profit margin sitting at...
NasdaqGS:TRST
NasdaqGS:TRSTBanks

TrustCo Bank Corp NY (TRST) Stock EPS Growth Tests Long‑Term Bearish Narratives

TrustCo Bank Corp NY (TRST) has put up another solid quarter on the headline numbers, with Q2 2026 revenue at US$50.9 million and basic EPS of US$0.98, set against trailing 12 month figures of US$194.8 million in revenue and EPS of US$3.61 that reflect 21.7% earnings growth over the past year. Over recent quarters the company has seen revenue move from US$45.9 million in Q2 2025 to US$50.9 million in Q2 2026 and basic EPS rise from US$0.79 to US$0.98. Over the same period, trailing net profit...
NYSE:RGA
NYSE:RGAInsurance

Reinsurance Group Of America (RGA) Could Be 7% Undervalued As Capital Flexibility Improves

RGA’s Recent Returns Put the Stock on Investor Radars Reinsurance Group of America (RGA) has drawn fresh attention after a period where the stock is up 12.5% over the past month and 12.3% in the past 3 months. Those moves come alongside a 15.7% year to date total return and 21.8% total return over the past year. This performance has prompted some investors to look more closely at the company’s current valuation and fundamentals. See our latest analysis for Reinsurance Group of America. At the...
ENXTAM:AKZA
ENXTAM:AKZAChemicals

Akzo Nobel (ENXTAM:AKZA) Stock Faces One Off Driven Margin Lift Challenging Earnings Quality Narratives

Akzo Nobel (ENXTAM:AKZA) has reported Q2 2026 revenue of €2.6 billion and basic EPS of €0.82, with trailing 12 month figures sitting at €9.9 billion of revenue and EPS of €3.73, alongside earnings growth of 53.7% over the past year. The company has seen quarterly revenue move from €2.63 billion and EPS of €0.73 in Q2 2025 to €2.59 billion and EPS of €0.82 in Q2 2026, while trailing net profit margin has shifted from 3.9% to 6.4%, helped by a one off gain of €357 million. Overall, Akzo Nobel...
NYSE:CSL
NYSE:CSLBuilding

Carlisle Companies (CSL) Falls After Price Target Cut As Undervalued Narrative Holds

Carlisle Companies (CSL) drew investor attention after its stock fell 4.9% when Baird analyst Timothy Wojs cut his price target, while keeping an Outperform rating amid cautious near term construction industry conditions. See our latest analysis for Carlisle Companies. Looking beyond the latest drop, Carlisle Companies is trading at US$327.78 and has seen its share price fall 9.2% over the past month and 9.9% over the past quarter, while the 1 year total shareholder return of 21.8% and 5 year...
NYSE:COF
NYSE:COFConsumer Finance

Capital One (COF) Stock Faces Narratives Test As Q2 EPS Holds Near Recent Highs

Capital One Financial (COF) just posted Q2 2026 results with total revenue of US$12.9 billion and basic EPS of US$4.73, backed by net income from continuing operations of US$2.94 billion. The company has seen quarterly revenue move from US$7.5 billion in Q3 2024 to US$12.6 billion in Q3 2025 and then to US$12.9 billion in Q2 2026. EPS over these periods went from US$4.42 to US$4.83 to US$4.73, giving investors a view of how top line and per share earnings have tracked together. With trailing...
NYSE:NP
NYSE:NPInsurance

Neptune Insurance (NP) Stock EPS Turnaround Tests Bullish Profitability Narratives

Neptune Insurance Holdings (NP) has put up another profitable quarter, with Q2 2026 revenue of US$55.9 million and net income of US$15.8 million, translating to basic EPS of US$0.11. The company has seen revenue move from US$42.1 million in Q2 2025 to US$55.9 million in Q2 2026, while basic EPS shifted from a loss of US$0.49 to a profit of US$0.11 over the same period, indicating a notable change in earnings performance. For investors, the latest numbers highlight firmer margins and a...
CPSE:DSV
CPSE:DSVLogistics

DSV (CPSE:DSV) Stock Faces Margin Squeeze As Q2 2026 Earnings Test Bullish Narratives

DSV (CPSE:DSV) has just posted Q2 2026 results with revenue of DKK76.7b and basic EPS of DKK9.5, setting the tone for how investors will read the latest quarter against a year of mixed signals. The company has seen quarterly revenue move from DKK61.0b in Q2 2025 to DKK76.7b in Q2 2026, while basic EPS shifted from DKK9.9 to DKK9.5 over the same period. This provides a clear snapshot of how the top and bottom lines are tracking into this year. With trailing net profit margins currently thinner...
NYSE:MLI
NYSE:MLIMachinery

Mueller Industries (MLI) Stock Leans On 18% Margin As Slower Growth Narrative Persists

Mueller Industries (MLI) has released its Q2 2026 results, with revenue of US$1.4 billion, basic EPS of US$1.15 and net income of US$249.7 million setting the tone for the quarter. The company has seen revenue move from US$1.1 billion in Q2 2025 to US$1.4 billion in Q2 2026, while quarterly basic EPS shifted from US$1.13 to US$1.15 over the same period, and trailing 12 month EPS reached US$3.90 on net income of US$850.5 million. With a trailing net margin of 18.2% and earnings growth...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Is Akamai Technologies (AKAM) Undervalued As AI Security News And Earnings Focus Build?

Akamai Technologies (AKAM) has drawn fresh attention after being chosen as a core security partner in World Wide Technology’s AI-focused ARMOR framework, alongside growing interest around its upcoming earnings release. See our latest analysis for Akamai Technologies. Akamai Technologies’ recent selection for World Wide Technology’s ARMOR framework and the focus on its upcoming earnings are drawing fresh attention to a stock that has a 90 day share price return of 29.24% and a 1 year total...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney (HWC) Stock Faces Margin Drift As Net Profitability Narrative Weakens

Hancock Whitney (HWC) opened Q2 2026 with total revenue of US$387.6 million and basic EPS of US$1.56, underpinned by net income of US$127.0 million. The company has seen quarterly revenue move from US$353.2 million in Q1 2025 to US$387.6 million in Q2 2026, while basic EPS has ranged from about US$1.32 to US$1.56 over the same period. This gives investors a clear view of how the top and bottom lines have tracked through recent reporting cycles. With current margins supported by a trailing net...
NYSE:NOC
NYSE:NOCAerospace & Defense

Northrop Grumman (NOC) Stock Faces Margin Debate After 10.5% Net Profitability In Q2 2026

Northrop Grumman (NOC) has put fresh numbers on the table for Q2 2026, with revenue of US$10.9b and basic EPS of US$7.70 anchoring the latest report. The company has seen revenue move from US$10.4b in Q3 2025 and US$10.4b in Q2 2025 to US$10.9b in the latest quarter, while basic EPS has ranged from US$8.17 in Q2 2025 and US$9.99 in Q4 2025 to US$7.70 in Q2 2026. This gives investors a clear view of how the top and bottom lines are tracking through the past year. With trailing twelve month EPS...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

How Investors May Respond To Garrett Motion (GTX) Repeated Earnings Beats And Raised Full-Year Guidance

Garrett Motion recently continued its pattern of outperformance by delivering quarterly earnings above analyst estimates and raising its full-year net sales and net income guidance, reinforcing confidence in management's outlook after these results were reported earlier in 2026. This combination of consistent earnings surprises and upgraded guidance, alongside some views that the shares still trade below intrinsic value estimates, has become a central factor shaping how investors interpret...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Is Microchip Technology (MCHP) A Bargain Following New Industrial And AI Product Launches?

Microchip Technology (MCHP) has drawn fresh attention after launching new industrial Power over Ethernet hardware and an updated AI focused FPGA software toolkit, giving investors more product context as the stock reacts to recent trading pressure. See our latest analysis for Microchip Technology. At a share price of $85.02, Microchip Technology has seen a 1-day share price return of 1.97%, while the 30-day share price return is down 17.22% and the year-to-date share price return is 30.74%...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD) Extends Buyback Tranche, Is The Discount To Fair Value Enough?

Royal Gold (RGLD) has completed a share repurchase tranche, buying back 147,205 shares for US$30 million between May 4 and June 30, 2026, under its previously announced buyback program. See our latest analysis for Royal Gold. Royal Gold’s latest buyback comes after a period where the share price has fallen 19.9% over 90 days and 6.2% over 30 days, even though the 1 year total shareholder return is 29.1% and the 5 year total shareholder return is 79.8%. If this buyback has you reassessing the...