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Spotify Technology (SPOT) is back in focus after earnings estimates were revised sharply higher, with projections pointing to very large current quarter growth and more than 30% full year earnings expansion. See our latest analysis for Spotify Technology. The latest earnings revisions come after a choppy stretch for the stock, with a 7 day share price return of an 8.69% decline and a 90 day share price return of a 13.67% decline. This comes even though the 3 year total shareholder return of...

Conference spotlight and why DexCom (DXCM) is on investor radars DexCom (DXCM) is in focus as it presents new clinical findings and product updates at the Advanced Technologies and Treatments for Diabetes Conference in Barcelona, while recent results have highlighted revenue and earnings growth. See our latest analysis for DexCom. At a share price of US$64.24, DexCom has seen a 5.7% decline over the past month and a 3.5% year to date share price return. In comparison, the 1 year total...

Mercury Systems (NasdaqGS:MRCY) has acquired SolderMask, Inc., adding specialized manufacturing capabilities and intellectual property. The deal brings in skilled personnel and assets that directly support more than 20 active Mercury programs tied to critical defense work. The acquisition is intended to accelerate production efficiency and strengthen delivery commitments across key customer contracts. Mercury Systems, trading at $78.16, has seen a 68.0% return over the past year and a 69.1%...

Kymera Therapeutics recently advanced its first IRF5-directed oral therapy, KT-579, into human clinical testing and reported Phase 1b data for its oral STAT6 degrader KT-621, which appeared comparable or better than injectable dupilumab in a large inflammatory disease market. This progress positions Kymera as a pioneer in oral protein degraders that aim to match biologic-like efficacy while potentially offering more convenient, small-molecule treatment options. We’ll now examine how Kymera’s...

In early March 2026, Plug Power finalized a major pivot by canceling its planned green hydrogen facility at New York’s STAMP site, while installing longtime sales executive Jose Luis Crespo as CEO, President, and a Class III director amid ongoing class action lawsuits tied to past project and DOE loan disclosures. At the same time, Plug Power reported higher 2025 revenue of US$709.92 million and a smaller net loss of US$1.63 billion than the prior year, suggesting early effects from Project...

Why K+S (XTRA:SDF) is back in focus K+S (XTRA:SDF) has come into focus after reporting a full year 2025 net loss of €1,075.8 million and proposing an annual dividend of €0.07 per share, a combination many investors are reassessing. See our latest analysis for K+S. Despite the sizeable 2025 net loss and reduced dividend proposal, K+S shares have climbed to €18.26, with a 30 day share price return of 25.5% and a 1 year total shareholder return of 40.0%. This suggests renewed momentum as...

Blackstone stock after recent performance Blackstone (BX) has drawn fresh attention after a period where the share price showed a 4.6% gain over the past day but declines over the past week, month and past 3 months. See our latest analysis for Blackstone. That 4.6% 1 day share price gain to $106.78 comes after a weaker spell, with 30 day and year to date share price returns of 20% and 32.8% declines. However, the 3 year total shareholder return of 38.1% and 5 year total shareholder return of...

Furukawa Electric has announced extensive executive transfers, new duties, and board director candidates following its March 5 Board of Directors meeting, with many changes taking effect from April 1 and further transitions planned through June 26, 2026. The reshuffle concentrates leadership around key domains such as digital infrastructure components, automotive systems, and energy infrastructure, suggesting a sharpened focus on technology-driven and infrastructure-related businesses. Next,...

Senator Josh Hawley has accused CF Industries Holdings (NYSE:CF) of price gouging in its fertilizer business. He has urged the US Department of Justice to pursue an antitrust investigation into the company’s pricing practices. The DOJ is now examining whether CF Industries' fertilizer pricing has harmed farmers and competition. This scrutiny adds legal and political risk in addition to prior attention on fertilizer supply, costs, and global trade disruptions. CF Industries is a major...

Board refresh and AI focus draw attention ahead of DocuSign earnings DocuSign (DOCU) heads into its upcoming fourth quarter fiscal 2026 earnings report with several fresh storylines, including a new independent director appointment and expanding AI driven agreement tools. The company recently added Brian Roberts to its board as an independent Class I director, while also rolling out Iris powered features, testing new eSignature Professional pricing, and partnering with Anthropic on AI...

If you are wondering whether Tetra Tech shares are offering fair value right now, this article walks through what the current price could mean for long term investors. The stock last closed at US$32.18, with a 7.7% decline over the past week, a 20.4% decline over the past month, and returns of 11.3% over 1 year, 17.9% over 3 years, and 28.8% over 5 years. Recent coverage has focused on Tetra Tech as a US listed commercial services company and on how its current share price compares with...

Madrigal Pharmaceuticals recently reported that its MASH drug Rezdiffra generated nearly US$1.00 billion in its first full year on the market, reinforcing the company’s leading position in this disease area. This rapid commercial traction, coupled with management’s expectation for continued robust net sales growth in 2026, has attracted heightened attention from both institutional investors and short-sellers. Next, we’ll examine how Rezdiffra’s nearly US$1.00 billion first-year sales...

If you are wondering whether Piper Sandler Companies' current share price really reflects its underlying worth, or if the recent run leaves room for value, this article walks through that question step by step. The stock last closed at US$282.30, with returns showing a 3.8% decline over 7 days, a 17.4% decline over 30 days, a 19.3% decline year to date, a 14.2% gain over 1 year and a very large 3 year and 5 year return. Recent coverage around Piper Sandler Companies has focused on its role...

HubSpot (HUBS) is back on investor radars after a recent share price move, with the stock closing at $264.30 and showing mixed returns across the past week, month, and past 3 months. See our latest analysis for HubSpot. That 2.59% 1 day share price gain to US$264.30 comes after a 26.26% 30 day share price return. However, the year to date share price return and 1 year total shareholder return are both sharply negative, hinting that recent momentum is more of a rebound than a sustained...

Unity Software (NYSE:U) has seen significant insider selling activity while reporting expanding operating margins. At the same time, the company is working through revenue growth challenges that have drawn fresh attention from investors. The mix of insider sales, margin improvement, and pressure on growth is raising new questions about Unity's internal outlook and business direction. For investors watching Unity Software at a share price of $19.43, the recent pattern of insider selling...

If you are wondering whether Novo Nordisk's current share price really reflects its underlying worth, you are not alone. This article is here to walk you through that question step by step. After a strong long term story, the stock is now sitting at DKK 247.05 following a 0.3% decline over the last 7 days, a 19.4% decline over 30 days, a 25.2% decline year to date and a 52.1% decline over the past year, with a 22.2% return over 5 years and a 46.8% return over 3 years. Recent headlines around...

George Weston (TSX:WN) has just reported its fourth quarter and full year 2025 results, with higher sales but lower net income and earnings per share, setting the context for how investors assess the dividend and recent buybacks. See our latest analysis for George Weston. Despite softer quarterly earnings, the latest results and ongoing buybacks have come alongside a 1-year total shareholder return of 27.56% and a 5-year total shareholder return of 210.14%. The 30-day share price return shows...

KSB SE KGaA (XTRA:KSB) has drawn fresh attention after presenting at the PDAC 2026 conference and highlighting its new EtaSeco canned motor pumps, designed for demanding, long-life applications across transport, environmental, and energy-related cooling systems. See our latest analysis for KSB SE KGaA. The PDAC update and EtaSeco launch come after a strong run in KSB SE KGaA's shares, with a 1-day share price return of 7.02%, a 90-day share price return of 22.61%, and a 1-year total...

American Express (NYSE:AXP) has launched a $16b share repurchase program, signaling a major round of capital returns to shareholders. The company has also raised its full year 2026 guidance, citing robust travel demand and expansion in its premium cardmember base. International travel volumes have moved above pre pandemic levels and contributed to a 15% rise in total network volume. For you as an investor, this news comes at a time when NYSE:AXP shares trade around $299.96, after a 15.3%...

Multiple consumer brands have launched new and exclusive products at Walmart stores across the U.S. over the past week. Recent rollouts include Schwarzkopf's KERATÎME haircare, 7 Brew Ready-to-Drink coffee, Red Diamond fresh-brewed sweet tea, Hairitage Next Gen clean haircare, and Liquid Youth Sparkling Collagen Water. These launches expand Walmart's presence in wellness, beauty, and beverage categories with a focus on exclusivity and clean formulations. For investors watching Walmart,...

Resolute Mining (ASX:RSG) shares are back in focus after the company approved the Final Investment Decision for its Doropo Gold Project in Côte d’Ivoire, moving the asset towards construction and future production. See our latest analysis for Resolute Mining. The Doropo FID comes after a strong period for shareholders, with a 1 year total shareholder return of 225.58% and a 3 year total shareholder return of 311.76%, even as the 7 day share price return of 3.11% and 30 day share price return...

Why Fujikura’s latest fiber optics moves matter for shareholders Fujikura (TSE:5803) has been in focus after new agreements with US Conec, Corning and Sumitomo Electric Lightwave to extend the MMC VSFF platform using PRIZM TMT expanded beam optics for high density connectivity. See our latest analysis for Fujikura. The PRIZM TMT agreements come at a time when momentum in Fujikura’s shares has been strong, with a 30 day share price return of 15.0% and a year to date share price return of...

Cordoba Minerals has completed the sale of its remaining interest in the Alacrán Project in Colombia. As part of the transaction, Cordoba is distributing a substantial amount of cash to shareholders. Ivanhoe Electric (NYSEAM:IE), as a majority shareholder, is set to receive over $58 million in cash. For Ivanhoe Electric, at a current share price of $12.34, this cash inflow comes after a mixed run in the stock. The shares are down 6.0% over the past week and 28.9% over the past month, and...

Insight Enterprises (NSIT) has been drawing attention after recent share price pressure, including a 10.2% decline over the past month. This has prompted investors to revisit how its current valuation lines up with underlying fundamentals. See our latest analysis for Insight Enterprises. Putting the recent 10.2% 1 month share price decline in context, Insight Enterprises now sits at US$80.86. The 1 year total shareholder return is 46.6% in the red and multi year total returns are also under...