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Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Innodata (INOD): Assessing Valuation Following Raised Growth Targets and Major AI Project Wins

Kshitija Bhandaru
Innodata (INOD) just unveiled its plans for 2025, raising its organic growth target to at least 45%, up from 40%. This announcement comes alongside a significant 79% year-over-year revenue increase and news of major project wins with leading tech customers. The company’s clear emphasis on generative and Agentic AI, supported by a strong funding base, highlights its ambition to remain at the forefront as AI evolves. This update builds on momentum that has been gathering for some time. Over the...
ASX:SEK
ASX:SEKInteractive Media and Services

How Investors Are Reacting To SEEK (ASX:SEK) Returning to Profit With a Higher Dividend and Strong Outlook

SEEK Limited reported a return to profitability with full-year net income of A$245.2 million, announced a 31% increase in its fully franked dividend to 46 cents per share for fiscal 2025, and provided financial guidance for fiscal 2026, expecting net revenue between A$1.15 billion and A$1.25 billion with EBITDA of A$510 million to A$550 million. For the first time in two years, SEEK’s net income shifted from a loss to a profit, driven by higher sales and disciplined capital...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI): Assessing Valuation as Expanded $9.3B Project Backlog Sparks Investor Interest

Kshitija Bhandaru
If you have been tracking Kinder Morgan (KMI) lately, you are not alone. Interest around the stock has spiked as news broke about its expanded $9.3 billion project backlog, with deals anchored by firm customer agreements. These announcements, along with expectations of another year of earnings growth and some upward estimate revisions, have drawn a fresh wave of investor focus. The key question now is whether all this activity signals a shift in the company’s long-term trajectory. Looking at...
NYSE:SEMR
NYSE:SEMRSoftware

Semrush (SEMR): Evaluating Valuation Following Q2 Results and Major Investor Conference Updates

Kshitija Bhandaru
Semrush Holdings (NYSE:SEMR) has been making headlines this week after releasing its financial results for the second quarter of 2025 and confirming participation in not one but two major investor conferences: Goldman Sachs Communacopia + Technology and Canaccord Genuity’s 45th Annual Growth Conference. For investors tracking fresh developments, these events offer valuable updates and can trigger a reassessment of what Semrush is worth in today’s market. Over the past year, Semrush’s stock...
NasdaqGS:LULU
NasdaqGS:LULULuxury

A Fresh Look at Lululemon (LULU) Valuation After UBS Downgrade and U.S. Sales Concerns

Kshitija Bhandaru
lululemon athletica (LULU) just landed in the spotlight after UBS moved to lower its outlook, driven by softer-than-expected U.S. sales growth in August and warnings about potential earnings pressure from ongoing tariffs. For investors eyeing the athletic apparel giant, this combination of demand worries and profitability challenges might feel like a reality check on the company's near-term story. The big question now is how these factors could shape lululemon's direction as it heads into the...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

O'Reilly Automotive (ORLY): Digging Into Valuation After Guidance and Share Repurchase Momentum

Kshitija Bhandaru
O'Reilly Automotive (ORLY) just hit a fresh all-time high this month, and the buzz isn't just about that shiny milestone. Management has come out with guidance that points to ongoing same-store sales growth, healthy profit margins, and another round of share repurchases. This combination of operational momentum and shareholder-friendly buybacks appears to be pushing positive sentiment even higher. Looking at the bigger picture, O'Reilly's stock has delivered strong returns this year, well...
NasdaqGS:WBA
NasdaqGS:WBAConsumer Retailing

A Fresh Look at Walgreens Boots Alliance (WBA) Valuation After S&P Index Removal

Kshitija Bhandaru
If you’re holding shares of Walgreens Boots Alliance (WBA), or eyeing the stock for a potential move, you probably noticed the recent headlines. In a major shakeup, Walgreens Boots Alliance was dropped from several heavyweight S&P indices, including the S&P 500 and the S&P Global 1200. Index removals like these tend to send ripples through the market, triggering turbulence as index funds and other large investors adjust their portfolios. For shareholders, this sort of action is hard to...
NYSE:AMCR
NYSE:AMCRPackaging

A Look at Amcor (NYSE:AMCR) Valuation Following Mixed Q4 Results and Swing to Net Loss

Kshitija Bhandaru
Amcor (NYSE:AMCR) just released its earnings for the fourth quarter, and the reaction has been immediate. While the company posted a jump in sales compared to this time last year, the real headline is the swing from a profit of $257 million to a net loss of $39 million. For shareholders and potential investors watching the packaging giant, this earnings update might raise big questions about how the market is pricing in both risk and opportunity going forward. It has been a fairly bumpy ride...
NYSE:DDS
NYSE:DDSMultiline Retail

Dillard's (DDS): Assessing Valuation After Strong Cash Flow Despite Softer Profits

Kshitija Bhandaru
If you are following Dillard's (DDS), last week's earnings might have caught your attention. While the company reported slightly lower net income compared to last year, investors were quick to look past the soft profit numbers. That is because Dillard's generated stronger free cash flow than its earnings might suggest, a signal visible in its negative accrual ratio. When accounting figures paint a conservative picture but cash keeps flowing in, it often reassures the market that underlying...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Warner Bros. Discovery (WBD): Evaluating Valuation After CFO Appointment and Looming Corporate Separation

Kshitija Bhandaru
Big news is stirring for Warner Bros. Discovery (WBD). The company just announced that Brad Singer will take on the role of Chief Financial Officer for Warner Bros. after the planned separation in 2026. For investors, this is more than just another leadership change. Singer’s track record, highlighted by his hands-on role in taking Discovery public and driving corporate transformation elsewhere, signals a potential pivot in strategy and an emphasis on financial discipline as the company...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

A Closer Look at monday.com (MNDY) Valuation After Bullish Analyst Report and Upbeat Revenue Guidance

Kshitija Bhandaru
If you’ve been tracking monday.com (MNDY), you probably noticed the positive buzz after KeyBanc’s recent analyst report. The firm not only reaffirmed its bullish outlook, but also highlighted improvements in monday.com’s core Work OS platform, addressing earlier concerns about slowing growth in its other product lines. Most notably, the company’s upwardly revised revenue growth guidance for 2025 came in above market expectations and appears to have sparked renewed confidence among...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

A Look at Baker Hughes's Valuation After Landmark Tangguh LNG Service Deal with bp

Kshitija Bhandaru
Baker Hughes (BKR) just landed a comprehensive 90-month service agreement with bp for the Tangguh LNG plant in Indonesia, and this is the sort of deal that grabs investors' attention. The agreement extends their partnership with bp and puts Baker Hughes in charge of spare parts, repairs, and field engineering for high-stakes turbomachinery at a major energy hub in the Asia-Pacific region. For investors watching the company’s moves in LNG and critical equipment services, this news could signal...
NYSE:FOUR
NYSE:FOURDiversified Financial

Shift4 Payments (FOUR): Evaluating Valuation as NFL Partnership Expands Sports and Entertainment Growth

Kshitija Bhandaru
Shift4 Payments (FOUR) just made headlines with a fresh partnership, landing the role of powering the Detroit Lions’ ticketing, food and beverage, and retail sales at Ford Field. For investors eyeing the payments sector, moves like this can’t help but draw attention, especially when an NFL franchise bets on a single provider. The event signals yet another vote of confidence in Shift4’s end-to-end commerce platform as it continues to deepen its reach in sports and entertainment venues across...
NYSE:VAL
NYSE:VALEnergy Services

Valaris (VAL): Evaluating Valuation After Strong Profit Turnaround and Industry-Leading Returns

Kshitija Bhandaru
Valaris (NYSE:VAL) just made a move that will have many investors taking notice. The company has delivered a strong improvement in return on capital employed, now sitting at 14%, which is noticeably ahead of the 9.5% industry average. What makes this even more interesting is Valaris’s pivot from losses to profitability. In addition, the company reported a dramatic 62% reduction in capital employed, likely the result of asset sales. This suggests a new level of strategic focus and operational...