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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.

NYSE:VRT
NYSE:VRTElectrical

Vertiv’s Record AI Backlog Puts Valuation And Growth Assumptions In Focus

Vertiv Holdings Co (NYSE:VRT) reported record fourth quarter results, supported by strong demand tied to AI and data center projects. The company highlighted a record US$15b order backlog and a large rise in organic orders tied to AI-centric infrastructure. Vertiv is expanding production capacity and working on liquid cooling and prefabricated AI data center systems as part of its growth plans. Management issued what it described as strong forward-looking guidance, reflecting expectations...
NasdaqGM:VITL
NasdaqGM:VITLFood

A Look At Vital Farms (VITL) Valuation After Strong Revenue And Earnings Growth

Vital Farms (VITL) is back on investor radars after reporting a 37.2% year-over-year rise in quarterly revenue, sharply higher earnings per share, and valuation grades suggesting a discount, despite slightly lower consensus earnings estimates. See our latest analysis for Vital Farms. That backdrop helps explain recent trading, with the share price at US$28.41 after a 2.53% 1 day share price return and 5.81% 7 day share price return, even as the 1 year total shareholder return sits at an...
NYSE:ET
NYSE:ETOil and Gas

Energy Transfer’s Bigger 2026 Spend and Upgraded Estimates Could Be A Game Changer For ET

In recent days, Energy Transfer outlined plans for US$5.0 billion to US$5.5 billion of 2026 capital spending and projected high single-digit adjusted EBITDA growth, while analysts raised near-term earnings and revenue estimates ahead of its now-past February 17 fourth-quarter results. This combination of sizable growth investment and more optimistic analyst forecasts highlights how Energy Transfer’s fee-based midstream model underpins expectations for stronger future cash generation. With...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

ACADIA Pharmaceuticals (ACAD) Is Down 6.5% After CHMP Negative Trend Vote on Rett Drug DAYBUE

In early February 2026, ACADIA Pharmaceuticals reported that the EMA’s CHMP issued a negative trend vote on its Marketing Authorization Application for trofinetide (DAYBUE) in Rett syndrome, and the company now plans to formally seek a re-examination under EU procedures. This setback highlights the regulatory hurdles ACADIA faces in bringing DAYBUE to European patients, even as it is already commercialized elsewhere for Rett syndrome. We’ll now examine how the CHMP’s negative trend vote and...
NYSE:STE
NYSE:STEMedical Equipment

The Bull Case For STERIS (STE) Could Change Following Margin Pressures Amid Revenue Growth And Buybacks

In its most recent quarter ended December 31, 2025, STERIS plc reported higher sales of US$1,496.2 million and net income of US$192.9 million, alongside completing a US$350.6 million share repurchase program totaling 1,507,158 shares since May 2023. The combination of rising earnings per share and ongoing margin pressure from tariffs and inflation highlights a tension between growth in profitability metrics and the cost environment facing STERIS. We’ll now examine how STERIS’s margin...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 Reshapes Portfolio With Record 2025 Results And Higher Dividend

Phillips 66 (NYSE:PSX) reports record operational performance in 2025, including high natural gas transportation and fractionation volumes. The company completes a major portfolio shift in 2025, selling its European retail business and acquiring the remaining interest in WRB. Midstream assets see further buildout, while refining operations are reported as improved during this period. For you as an investor, 2025 marks a clear turning point in how Phillips 66 (NYSE:PSX) is set up across...
NYSE:DECK
NYSE:DECKLuxury

Is Deckers Outdoor (DECK) Pricing Reflect Its Recent 1 Year Share Price Weakness

If you are wondering whether Deckers Outdoor is priced attractively right now, the next sections will walk through what the current share price could imply about its underlying value. The stock has been relatively steady over the last 7 days at 0.2%, after a 14.1% move over 30 days, an 8.4% return year to date, a 25.4% decline over 1 year, and gains of 71.3% and 109.7% over 3 and 5 years respectively. These mixed returns set the backdrop for our valuation review, as longer term gains sit...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy Targets Data Center Demand With New Grid Projects

NextEra Energy (NYSE:NEE) received PJM board approval for a 220 mile, 765 kV transmission line developed with Exelon, aimed at expanding grid capacity and reliability across multiple regions. The company also signed a memorandum of understanding with Xcel Energy to deliver power to large load customers, including data centers with rapidly rising electricity needs. These moves target growing demand for dependable, large scale power and position NextEra Energy as a key player in supporting new...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Roivant Sciences Advances PH Programs As Investors Weigh Pipeline Milestones

Pulmovant, a Roivant company, has completed patient enrollment ahead of schedule in the Phase 2 PHocus trial of mosliciguat in pulmonary hypertension associated with interstitial lung disease (PH-ILD). Roivant Sciences (NasdaqGS:ROIV) has reported new positive Phase 2 data for brepocitinib in cutaneous sarcoidosis. Both updates reflect ongoing clinical activity in areas of high unmet medical need across Roivant’s pipeline. Roivant Sciences, traded as NasdaqGS:ROIV, focuses on developing and...
OM:VIMIAN
OM:VIMIANMedical Equipment

Vimian Group Q4 EPS Surge Tests Skeptical Narratives On Earnings Durability

Vimian Group (OM:VIMIAN) FY 2025 Earnings Snapshot Vimian Group (OM:VIMIAN) has just closed FY 2025 with Q4 revenue of €110 million and basic EPS of €0.23, setting the tone for a year where trailing twelve month revenue reached €428.3 million and EPS came in at €0.06. Over recent quarters, the company has seen revenue move from €104.3 million in Q2 2025 to €107.5 million in Q1 2025 and €104.3 million in Q3 2025. Quarterly EPS ranged from €0.01 to €0.02 before stepping up to €0.23 in Q4,...
NYSE:DELL
NYSE:DELLTech

A Look At Dell Technologies (DELL) Valuation As AI Server Demand Meets Memory Cost Pressures

Dell Technologies (DELL) is sitting at an interesting crossroads, with record interest in its AI server products alongside pressure from a global memory chip shortage and cautious margin commentary ahead of upcoming earnings. See our latest analysis for Dell Technologies. Recent news has swung between optimism around Dell Technologies' record AI server demand and caution on margins as memory costs rise. The share price reflects that mix, with a 4.1% gain in the last session contrasting with a...
NYSE:MRP
NYSE:MRPSpecialized REITs

A Look At Millrose Properties (MRP) Valuation After Recent Share Price Gains

Millrose Properties stock moves on improving fundamentals Millrose Properties (MRP) has drawn fresh attention after recent share price gains, with the stock up 1.7% in the past day and about 5% over the past month. That interest comes as Millrose reports annual revenue of US$410.96m and net income of US$216.783m, implying a business that currently converts a meaningful share of its top line into profit. See our latest analysis for Millrose Properties. At the current share price of US$31.97,...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Is It Time To Reassess eBay (EBAY) After The Recent Share Price Pullback?

If you are wondering whether eBay’s current share price still offers value, you are not alone. This article focuses squarely on what the numbers say about where the stock stands today. After reaching a recent close of US$82.38, the stock has seen a 4.8% decline over 7 days and a 12.8% decline over 30 days, even though the 1 year and 3 year returns sit at 19.7% and 80.9% respectively. These moves come as eBay continues to feature in ongoing discussions about the role of established...
NYSE:CFG
NYSE:CFGBanks

Citizens Financial Group Courts Wealth Clients While Boosting Share Buybacks

Citizens Financial Group, NYSE:CFG, is expanding its Private Bank and Private Wealth offerings to target more high net worth clients. The company is pairing this expansion with a substantial share buyback program, signaling a focus on returning capital to shareholders. These moves highlight a push toward higher fee income and a refined capital allocation approach that has not yet been widely discussed. Citizens Financial Group enters this phase with its shares at $65.1 and a value score of...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

Is PC Connection (CNXN) Pricing Look Attractive After Recent 9.8% Monthly Gain?

If you are looking at PC Connection and wondering whether the current share price reflects its true worth, this article walks through what the numbers are really saying about value. The stock trades at US$63.82, with returns of 9.8% over 30 days, 12.2% year to date, a 6.0% decline over 7 days, and mixed longer term results including a 1.9% decline over 1 year, 49.9% over 3 years, and 27.2% over 5 years. These figures can shift how investors think about both opportunity and risk. Recent...
TSX:H
TSX:HElectric Utilities

Hydro One (TSX:H) Margin Expansion Reinforces Bullish Earnings Narrative In Q3 2025

Hydro One (TSX:H) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue of C$2.3b and basic EPS of C$0.70, alongside trailing twelve month revenue of C$8.9b and EPS of C$2.18 that reflect the recent 14.9% earnings growth and an 8.29% earnings growth forecast. The company has seen revenue move from C$2.1b with EPS of C$0.62 in Q3 2024 to C$2.3b with EPS of C$0.70 in Q3 2025, while trailing net profit margins stepped up from 13.6% to 14.7%, suggesting the business is...
NYSE:STZ
NYSE:STZBeverage

A Look At Constellation Brands (STZ) Valuation As Nicholas Fink Prepares To Take Over As CEO

Constellation Brands (STZ) is drawing fresh attention after announcing a CEO handover, with board member Nicholas Fink set to replace Bill Newlands as President and Chief Executive Officer on April 13, 2026. See our latest analysis for Constellation Brands. The CEO announcement has come alongside a sharp shift in sentiment, with an 8.04% one day share price return decline and a 9.15% seven day share price return decline, even though the 90 day share price return is 15.59% and the one year...
NYSE:PJT
NYSE:PJTCapital Markets

A Look At PJT Partners (PJT) Valuation As DCF And P/E Send Mixed Signals

PJT Partners (PJT) has been drawing attention after a mixed run in its share price, with a small 1 day gain contrasting with weaker moves over the past month and past 3 months. Investors are reassessing what current pricing implies. See our latest analysis for PJT Partners. That small 1 day share price gain sits against a weaker patch, including a 30 day share price return of 13.89% and a year to date share price return of 9.02%. However, the 3 year total shareholder return of 94.41% and 5...
TSX:ELD
TSX:ELDMetals and Mining

A Look At Eldorado Gold (TSX:ELD) Valuation After Strong Recent Share Price Momentum

What recent returns say about Eldorado Gold Eldorado Gold (TSX:ELD) has drawn attention after a 4.9% move in the latest session, capping a month and past 3 months in which the stock’s returns have outpaced its recent one day performance. See our latest analysis for Eldorado Gold. That strong 1 day share price return of 4.95% at CA$64.51 comes on top of a 64.78% 3 month share price return and a very large 1 year total shareholder return. Together, these point to powerful momentum that may...
ASX:IAG
ASX:IAGInsurance

A Look At Insurance Australia Group (ASX:IAG) Valuation After Profit Slump And New A$200 Million Buyback

Insurance Australia Group (ASX:IAG) has put investors on alert after reporting a sharp fall in half year profit tied to severe weather claims and RACQ Insurance integration costs, while holding its dividend and profit guidance steady. See our latest analysis for Insurance Australia Group. The latest results and A$200 million buyback announcement come after a weaker stretch for the share price. The 7 day share price return is 11.13% and the 90 day share price return is 11.92% at a last close...
NYSE:DQ
NYSE:DQSemiconductor

A Look At Daqo New Energy (DQ) Valuation After Recent Share Price Swings

What Daqo New Energy’s Recent Performance Signals for Investors Daqo New Energy (DQ) has caught investor attention after a mixed run, with a 4.8% gain over the past week contrasting with weaker moves over the month and past 3 months. The stock’s year to date return of 16.1% and 1 year total return of 15.0% sit alongside a longer 3 year total return decline of 40.9% and 5 year total return decline of 76.3%, highlighting how timing has mattered for shareholders. See our latest analysis for Daqo...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

Assessing PTC (PTC) Valuation After Earnings Beat Guidance Hike And New FlexPLM Client Win

PTC (PTC) is back in focus after a stronger than expected quarter, higher full year guidance, and a fresh FlexPLM client win that together highlight current demand for its product lifecycle software. See our latest analysis for PTC. PTC shares have bounced in the very short term, with a 1 day share price return of 3.97% after earnings and fresh client wins. However, the 90 day share price return of 12.72% and 1 year total shareholder return of 8.38% show that recent momentum has cooled...