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In the first quarter of 2026, BNP Paribas reported net interest income of €14,056 million and net income of €3,217 million, and confirmed that its total MREL ratio of 29.7% sits well above newly updated ACPR regulatory thresholds. This combination of earnings growth and a sizeable capital buffer under the revised MREL regime underlines the group’s capacity to absorb shocks while continuing to support clients and regulatory initiatives like outcome-linked bonds and loan-market...

Wondering whether AngloGold Ashanti at around US$98.60 is still offering value after a strong run, or if most of the easy gains are already behind it. The stock has been volatile recently, with a 9.0% return over the last 7 days, a 2.8% decline over 30 days, a 15.2% return year to date, and a 136.0% return over the last year, alongside very large multi year gains of around 3x over 3 years and nearly 4x over 5 years. Recent coverage has focused on AngloGold Ashanti's position within the...

Gibson Energy (TSX:GEI) is coming off a year where trailing 12 month revenue sat at about CA$10.7b and Basic EPS was CA$1.21, alongside earnings growth of 29.9% and an improvement in net profit margin to 1.8% from 1.3% year over year. Over recent quarters, the company has seen revenue range from CA$2.30b to CA$2.88b and quarterly Basic EPS move between CA$0.25 and CA$0.37. This gives investors a clear view of how earnings power has tracked against a relatively stable top line. The latest...

Ferguson Enterprises Q1 2026 headline numbers Ferguson Enterprises (FERG) opened fiscal Q1 2026 with revenue of about US$7.5b and basic EPS of US$2.13, setting a clear marker for how the business is starting the new financial year. The company has seen quarterly revenue move from roughly US$7.2b in Q1 2025 to about US$7.5b in Q4 2025 and then US$7.5b in Q1 2026. Basic EPS has shifted from US$1.74 to US$1.99 and then US$2.13 over the same periods, giving investors a view on how earnings are...

Why Regal Rexnord’s leadership change and upcoming earnings matter now Regal Rexnord (RRX) has drawn fresh attention after the board named Aamir Paul as incoming CEO by July 2026 and investors look ahead to Q1 results, where the market expects a return to revenue growth. See our latest analysis for Regal Rexnord. The recent 4.21% 1 day share price return and 24.84% 30 day share price return, on top of a 79.77% 1 year total shareholder return, suggest momentum has been building as investors...

Microchip Technology (MCHP) has drawn attention after a strong run over the past month, with the stock up 50.1%, alongside full year revenue of US$4.37b and a reported net loss of US$154.4m. See our latest analysis for Microchip Technology. Beyond the past month’s surge, Microchip Technology’s share price has a 7 day share price return of 16.9% and a year to date share price return of 51.4%. The 1 year total shareholder return of 114.7% points to strong recent momentum. If this kind of move...

JBT Marel (JBTM) has just put fresh numbers on the table for Q1 2026, coming off Q4 2025 revenue of about US$1.0 billion and basic EPS of US$1.02, against a trailing twelve month picture that includes a basic EPS loss of US$0.96 on US$3.8 billion of revenue. Over the past few quarters, the company has seen quarterly revenue move from US$453.8 million in Q3 2024 to US$854.1 million in Q1 2025 and then to roughly US$1.0 billion by Q4 2025. EPS swung from US$1.19 in Q3 2024 to a loss of US$3.35...

If you are wondering whether Boliden's share price still offers value after its strong run, or if you are late to the party, this article walks through what the current price might imply. The stock most recently closed at SEK 525.4, with returns of 9.7% over 7 days, 4.5% over 30 days, 0.8% year to date, 81.1% over 1 year, 54.9% over 3 years and 77.0% over 5 years. Recent coverage has focused on Boliden's position within the broader materials and mining sector and how shifts in sentiment...

NetEase stock in focus after recent share performance NetEase (SEHK:9999) has come back into focus for investors after recent share performance, with the stock returning 3.7% over the past week and roughly 3.8% over the past month. This short term move sits alongside a year to date return of a 20.7% decline and a past 3 months return of a 5.8% decline, prompting closer attention to how the company’s fundamentals line up with current pricing. See our latest analysis for NetEase. Recent trading...

American Eagle Outfitters (NYSE:AEO) is shifting its supply chain to use Amazon's platform, marking a turn from its earlier anti Amazon positioning. The company is also launching a high profile marketing campaign featuring actor Sydney Sweeney. These moves reflect fresh efforts in e commerce operations and brand building that go beyond earlier discussions around earnings or valuation. American Eagle Outfitters, through its American Eagle and Aerie brands, competes in a crowded apparel and...

With NRG Energy last closing at US$150.64, this article looks at whether the stock is still priced for opportunity or already reflects most of its story, and what that may mean for you as an investor. The stock has returned 1.1% over the last 7 days and 0.6% over the last 30 days, with a year-to-date decline of 9.3% and a 28.4% return over the last year, alongside a very large gain over 5 years. Recent coverage has focused on NRG Energy's position within the US utilities sector and how its...

Venture Global (NYSE:VG) has taken a final investment decision on Phase 2 of its CP2 LNG project and secured project financing, reducing construction and cash flow risks. The company reached a commercial settlement with Edison related to Calcasieu Pass arbitration, addressing an outstanding legal dispute. Venture Global signed a new binding LNG purchase agreement with Vitol for five years starting in 2026. For investors watching US LNG developers, Venture Global sits at the intersection of...

STMicroelectronics (ENXTPA:STMPA) set a target of more than €3b in cumulative revenue from low Earth orbit satellite semiconductors between 2026 and 2028. The company outlined a long term supply partnership with Starlink as a key pillar of this plan. Management highlighted its current near 90% share in this segment and its focus on advanced chip technologies tailored to the fast growing space economy. STMicroelectronics enters this new phase with strong share price momentum, with...

If you are wondering whether Floor & Decor Holdings at around US$51 a share is attractively priced or a potential value trap, the starting point is understanding how the current market price lines up against different measures of value. The stock has recently moved 7.0% over the last week and 3.3% over the last month, while the year to date return sits at a 19.0% decline and the 1 year return at a 30.5% decline, which may catch the eye of investors weighing up risk and recovery...

Clinical trial approval and what it means for investors United Laboratories International Holdings (SEHK:3933) has drawn fresh attention after regulators in China approved the clinical trial application for its dupilumab biosimilar targeting atopic dermatitis, a step that highlights progress in its autoimmune pipeline. See our latest analysis for United Laboratories International Holdings. The share price has recently picked up, with a 1-day share price return of 2.77% taking the stock to...

Rogers (ROG) just posted first quarter results that met revenue expectations and beat non GAAP earnings estimates, then followed up with second quarter sales guidance that pointed to higher demand and supported a positive market reaction. See our latest analysis for Rogers. The recent results sit against a strong rebound in the stock, with a 30.98% 1 month share price return and a 50.24% year to date share price return, while the 1 year total shareholder return of 119.61% contrasts with...

Marzetti (MZTI) has just posted its Q3 2026 scorecard, with revenue of US$453.4 million and basic EPS of US$1.35, while the trailing twelve months show total revenue of about US$1.9 billion and EPS of US$6.40. Over recent quarters, revenue has ranged between US$457.8 million and US$518.0 million with quarterly EPS between US$1.18 and US$2.15. Taken together, this sets up a picture where headline growth expectations and the latest profit print now sit alongside a 9.1% net margin that frames...

Insiders who bought AU$69.5k worth of Strike Resources Limited's ( ASX:SRK ) stock at an average buy price of AU$0.037...

Australian Ethical Investment Ltd. previously filed a shareholder resolution pressing QBE Insurance Group for fuller disclosure and regular assessment of climate-related risk exposure, while QBE urged investors to vote it down, arguing the proposal misinterprets its insurance model and portfolio management. Separately, QBE Insurance Corporation has taken a US$16.00 million-plus construction receivables dispute to a Manhattan federal court, highlighting how legal outcomes can influence how...

If you are wondering whether Thermo Fisher Scientific at around US$472.95 is genuinely good value or just pricing in high expectations, the starting point is to look closely at what the current valuation is really saying. The stock has returned 1.4% over the last 7 days, a 3.1% decline over the last 30 days, a 20.2% decline year to date, but a 16.4% gain over the last year, which gives a mixed picture of sentiment and risk appetite over different time frames. Recent headlines have focused on...

Gartner (IT) has put fresh numbers on the board for Q1 2026, reporting revenue of US$1.5b and basic EPS of US$3.19 off net income of US$222.3m, setting the tone for how you might think about the rest of the year. Over recent quarters the company has seen revenue move between US$1.5b and US$1.8b, while quarterly EPS has ranged from US$0.47 to US$5.14, providing a clear view of how earnings power has fluctuated into this latest print. With trailing net margins now sitting well below last year’s...

Mabuchi Motor Co., Ltd. reported first-quarter 2026 results, with sales rising to ¥50,373 million and net income reaching ¥5,801 million, lifting basic earnings per share from continuing operations to ¥23.62. This sharp year-on-year increase in profit suggests improved operational efficiency and product demand contributed meaningfully to the quarter’s stronger financial performance. We’ll now examine how this earnings-driven improvement in net income could influence Mabuchi Motor’s broader...

Northrop Grumman (NYSE:NOC) has been selected by the Australian government to establish domestic solid rocket motor production. The agreement focuses on building local capability for advanced propulsion systems used in long range strike weapons. This marks an expansion of Northrop Grumman's solid rocket motor footprint outside the U.S. and deepens its role in allied defense supply chains. For investors tracking NYSE:NOC, this move extends the company's defense manufacturing reach into a key...

If you are wondering whether SoFi Technologies at around US$16.30 is starting to look expensive or still offers value, it helps to step back and look at what the recent price action and fundamentals are really saying. The stock has seen mixed returns, with a 5.0% move over the last 7 days, 0.2% over 30 days, a 40.6% decline year to date, and a 25.3% return over the past year. These shifts can change how investors think about both its growth potential and risk. Recent coverage has focused on...