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NasdaqGS:PI
NasdaqGS:PISemiconductor

Did Softer Earnings And A US$3.33 Billion Shelf Just Shift Impinj's (PI) Investment Narrative?

In early February 2026, Impinj reported fourth-quarter 2025 results showing US$92.85 million in sales with a small quarterly net loss, issued first-quarter 2026 guidance pointing to continued GAAP losses, and filed a US$3.33 billion shelf registration for up to 28,680,644 common shares in an ESOP-related offering. Together, the weaker profitability, cautious forward guidance, and large potential equity issuance raised fresh questions about Impinj’s path toward sustained earnings and capital...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Is Plains All American Pipeline (PAA) Pricing Reflective Of Its Strong Multi‑Year Share Recovery?

If you are looking at Plains All American Pipeline and wondering whether the current price reflects its true worth, this article will help you frame that value question clearly. The stock last closed at US$20.15, with returns of 3.9% over 7 days, 5.7% over 30 days, 10.7% year to date, 11.0% over 1 year and a very large gain over 5 years that points to a big shift in how the market has treated the company over time. Recent coverage around Plains All American Pipeline has focused on its role...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku (ROKU) Profit Swing To US$0.54 Q4 EPS Tests Long Term Bearish Narratives

Roku’s FY 2025 results reset the profit story Roku (ROKU) closed out FY 2025 with Q4 revenue of about US$1.4 billion and basic EPS of US$0.54, capping a year in which trailing twelve month revenue reached roughly US$4.7 billion and EPS landed at US$0.60. The company has seen quarterly revenue move from US$1.20 billion in Q4 2024 to US$1.39 billion in Q4 2025, while basic EPS shifted from a loss of US$0.24 to a profit of US$0.54. This gives investors a clearer view of how margins are now...
TSX:LUN
TSX:LUNMetals and Mining

Assessing Lundin Mining (TSX:LUN) Valuation After Strong Multi Year Returns And Recent Price Pullback

Lundin Mining stock context after recent performance Lundin Mining (TSX:LUN) has drawn fresh attention after recent share moves, with a 1 day decline of 1.16% contrasting with gains over the week, month, and past 3 months. For investors tracking longer horizons, Lundin Mining shows a 1 year total return of 185.57%. Its 3 year and 5 year total returns are 325.52% and 168.48% respectively, which sets the backdrop for current valuation questions. See our latest analysis for Lundin Mining. That 1...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Cincinnati Financial (CINF) Is Down 5.7% After Resilient Q4 Earnings And Record Cat Losses - What's Changed

Cincinnati Financial Corporation recently reported fourth-quarter 2025 results, with revenue rising to US$3,091 million and net income to US$676 million, while basic earnings per share from continuing operations increased to US$4.34 from US$2.59 a year earlier. Beyond the headline beats, the insurer renewed key reinsurance treaties on improved terms and achieved underwriting profit despite experiencing the largest catastrophe loss in its history, underscoring the resilience of its business...
OM:CRAD B
OM:CRAD BMedical Equipment

C Rad (OM:CRAD B) Margin Collapse To 2.4% Challenges High P E Narrative

How C-Rad (OM:CRAD B) Finished FY 2025 C-Rad (OM:CRAD B) closed out FY 2025 with fourth quarter revenue of 105.8 million SEK and EPS of 0.05 SEK, capping a year where trailing 12 month revenue came in at 441.9 million SEK and EPS at 0.31 SEK. Over recent periods the company has seen quarterly revenue move between 100.1 million SEK and 121.5 million SEK, while EPS has ranged from a loss of 0.24 SEK in early 2025 to 0.43 SEK in late 2024. This sets the scene for investors to weigh forecast...
NYSE:SLB
NYSE:SLBEnergy Services

Did New Indonesia Deepwater Contracts Just Shift SLB’s (SLB) Offshore Investment Narrative?

Earlier this month, Mubadala Energy awarded SLB multiple offshore drilling and integrated well services contracts for the Tangkulo deepwater natural gas development and related exploration in the Andaman Sea, offshore Indonesia, deploying advanced real-time downhole monitoring and full life-cycle support. This suite of contracts underscores SLB’s role as a full-cycle offshore partner, bundling high-tech services to tighten execution, safety and project economics for complex gas...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Deepens Role In Defense AI Security And Long Term IT Programs

Leidos Holdings (NYSE:LDOS) is accelerating migrations of Defense Agencies to DODNet as part of the multi billion dollar Defense Enclave Services program. The company secured a federal contract to deliver integrated AI and Zero Trust security solutions for critical defense networks. Leidos announced new partnerships with RegScale and Trustible to automate cybersecurity compliance, continuous monitoring, and AI risk management for federal agencies. For investors watching defense IT...
HLSE:MEKKO
HLSE:MEKKOLuxury

Marimekko Oyj (HLSE:MEKKO) Margins Ease Slightly Reinforcing Bearish Cost Pressure Narratives

Marimekko Oyj (HLSE:MEKKO) has wrapped up FY 2025 with fourth quarter revenue of €54.9 million, basic EPS of €0.17 and net income of €7 million, set against a trailing twelve month revenue base of €189.7 million and EPS of €0.60. Over recent quarters the company has seen revenue move from €39.6 million and EPS of about €0.08 in Q1 2025 to €54.9 million and EPS of €0.17 in Q4. Trailing net profit of €24.4 million sits only slightly above the prior year period. With net profit margins easing...
TSX:RY
TSX:RYBanks

RBC Agriculture Push And Wealth Expansion Tested Against Valuation Gap

Royal Bank of Canada is leading a consortium with Farm Credit Canada to invest up to C$5b in agricultural lending and innovation. RBC Wealth Management is expanding its RBC Echelon platform with lifestyle services tailored to ultra-high-net-worth clients. The initiatives highlight the bank’s focus on key sectors such as agriculture and specialized wealth management offerings. Royal Bank of Canada, traded as TSX:RY, is moving on two fronts at once, with a multibillion-dollar agriculture...
ENXTPA:CS
ENXTPA:CSInsurance

Is AXA (ENXTPA:CS) Using Satellite Data To Quietly Redefine Its Risk Edge?

Planet Labs recently announced a partnership with AXA’s Digital Commercial Platform to supply high-frequency satellite imagery that AXA will feed into its AI-driven system to monitor, predict, and respond to natural and human-caused disasters in near-real time. This collaboration highlights how AXA is trying to enhance climate and catastrophe risk assessment by combining continuous Earth observation data with its existing risk management capabilities. Next, we’ll explore how integrating...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Coterra Merger Reshapes Cash Returns And Earnings Risk Profile

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy, creating a combined energy company valued at about $58 billion. The combined company plans to relocate its headquarters from Oklahoma City to Houston. Management also announced a higher quarterly dividend and a new large-scale share repurchase program. For Devon Energy, with a recent share price of $44.66, this move follows a 32.5% return over the past year and a 177.8% return over the past 5 years. The merger...
NYSE:PM
NYSE:PMTobacco

Philip Morris Leans On Smoke Free Growth As Regulations Shape Outlook

Philip Morris International (NYSE:PM) reports strong growth in its smoke free portfolio, led by IQOS, ZYN, and VIVE volumes. The company highlights five consecutive years of positive volumes for alternative nicotine products in its latest quarterly update. PMI prepares for a broader launch and regulatory review of new smoke free products in the U.S. while facing regulatory resistance in markets such as India. Changing excise tax conditions in Japan add another layer of complexity to the...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

A Look At Hycroft Mining (HYMC) Valuation After Eric Sprott Lifts Stake Above 40%

Hycroft Mining Holding (HYMC) has been in focus after precious metals investor Eric Sprott bought 200,000 shares in an open-market transaction worth about US$9.2 million, lifting his indirect stake above 40%. See our latest analysis for Hycroft Mining Holding. That buying interest has arrived after a dramatic period for the stock, with a 90 day share price return of 292.38% and a very large 1 year total shareholder return, while the 5 year total shareholder return is still negative overall...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

How Alabama’s AI-Driven Highway Asset Overhaul Could Reframe Bentley Systems' (BSY) Infrastructure Intelligence Story

In February 2026, Bentley Systems announced that the Alabama Department of Transportation is using its Blyncsy AI analytics solution to automate asset condition assessments across the state’s 11,000-mile highway network, replacing more manual, inconsistent surveys. This adoption highlights how Bentley’s crowdsourced, AI-powered asset analytics can provide highly accurate, data-driven inputs for performance-based budgeting in large-scale infrastructure maintenance. We’ll now examine how...
NYSE:KD
NYSE:KDIT

Reassessing Kyndryl (KD) After A 70% Share Price Slide Since Last Year

If you are wondering whether Kyndryl Holdings is starting to look mispriced after a rough run in the market, this article will walk you through what the current share price might be implying about its value. The stock has seen sharp moves recently, with a 47.9% decline over the last 7 days, a 55.5% decline over 30 days, and a 70.7% decline over the past year, which may have changed how investors view both its potential and its risks. This sell off comes as Kyndryl continues to be covered in...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Why Century Aluminum (CENX) Is Down 12.1% After Announcing a New Oklahoma Smelter Project

Century Aluminum and Emirates Global Aluminium recently announced plans to build the first new primary aluminum smelter in the U.S. in over 45 years, a multi-billion-dollar facility in Inola, Oklahoma that will use state-of-the-art technology and is expected to create 5,000 jobs. This project is intended to materially lift domestic primary aluminum capacity and strengthen U.S. supply chain resilience for critical metals used across key industries. We'll now examine how this planned Inola...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

Assessing Ocular Therapeutix (OCUL) Valuation After Wider Losses And Potential Share Dilution

Why the latest earnings and share filing matter for Ocular Therapeutix (OCUL) Ocular Therapeutix (OCUL) just released fourth quarter and full year 2025 results alongside a new shelf registration. Together, these updates put profitability trends and potential share dilution in clear focus for investors. For the fourth quarter, Ocular Therapeutix reported revenue of US$13.25 million compared with US$17.08 million a year earlier. The company posted a net loss of US$64.65 million versus US$48.39...
TSX:CVE
TSX:CVEOil and Gas

Does Cenovus Energy's (TSX:CVE) EPS Optimism Reframe Its Risk Profile or Reinforce Existing Convictions?

Cenovus Energy has recently outlined plans for its May 6, 2026 virtual annual shareholder meeting and scheduled the release of its fourth-quarter and full-year 2025 results for February 19, 2026, with March 10, 2026 set as the record date for voting eligibility. This combination of upcoming earnings disclosure, which is expected to show a very large year-on-year EPS increase, and growing analyst optimism has sharpened investor focus on Cenovus’s near-term business momentum and governance...
ASX:ORG
ASX:ORGElectric Utilities

Why Origin Energy (ASX:ORG) Is Up 10.7% After Upgraded Guidance And A Fully Franked Dividend

Origin Energy Limited has reported half-year 2025 results showing sales of A$7,993 million and net income of A$557 million, alongside declaring a fully franked interim dividend of A$0.30 per share payable on March 27, 2026. Despite lower headline earnings than a year earlier, the company’s Energy Markets division has delivered higher underlying EBITDA and management has upgraded full-year guidance, underpinned by electricity gross profit growth, customer gains and improved cost...