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In recent days, Vistra has been upgraded to Buy by both Jefferies and Goldman Sachs, while also announcing a 20-year agreement to supply more than 2,600 MW of zero-carbon nuclear energy to Meta. This combination of multiple analyst upgrades and a landmark long-term nuclear power contract highlights Vistra’s growing importance as a large-scale clean energy supplier to data center and corporate customers. We’ll now look at how this long-term Meta nuclear contract could reshape Vistra’s...

Aurizon Holdings (ASX:AZJ) has laid out its H1 2026 scorecard with the trailing twelve months showing revenue of A$4.0 billion and basic EPS of A$0.17, setting the context for how its freight business is currently performing. Over recent periods, the company has seen revenue move from A$3.9 billion with EPS of A$0.22 in the year to H1 2025 to A$4.0 billion with EPS of A$0.17 in the latest trailing stretch. The H2 2025 half year on its own delivered revenue of A$1.9 billion and basic EPS of...

Stellantis (BIT:STLAM) has been on investors’ radar after recent share price moves, including a negative month and past 3 months. This has prompted a closer look at how its fundamentals line up with current market sentiment. See our latest analysis for Stellantis. At a share price of €6.643, Stellantis has seen a 7 day share price return of 8.17% after a 30 day share price return decline of 20.79%, while the 1 year total shareholder return is a 46.12% loss. This suggests that recent momentum...

Parkway Life Real Estate Investment Trust (SGX:C2PU) has drawn attention after reporting full year 2025 financials, with sales of S$156.29m and net income of S$152.79m, alongside affirming a 7.64 cent per unit distribution. See our latest analysis for Parkway Life Real Estate Investment Trust. The recent earnings release and confirmed 7.64 cent per unit distribution come as Parkway Life REIT units trade at S$4.06, with a 90 day share price return of 2.01% and a 1 year total shareholder return...

Devon Energy recently reported that its February 17, 2026 earnings release showed earnings per share down more than 30% year over year, alongside an 8.52% revenue decline and a shift toward higher gas revenues but lower oil revenues. This combination of weaker earnings and a changing oil-gas revenue mix has prompted analysts to reassess their expectations and trim earnings forecasts. Next, we’ll consider how these weaker near-term earnings expectations and downward estimate revisions affect...

Zions Bancorporation, N.A. recently priced and settled a US$500,000,000 fixed‑to‑floating rate senior notes offering due February 9, 2029, with a 4.483% fixed coupon to February 2028 and a subsequent Compounded SOFR plus 1.055% floating rate. The bank plans to use the proceeds to pay down short‑term borrowings while a receive‑fixed hedge converts the new debt cost to floating, reshaping its interest rate risk profile. We’ll now examine how this US$500,000,000 senior notes issuance and...

In February 2026, Leidos Holdings announced a US$0.43 quarterly cash dividend per share, while advancing major defense IT initiatives including accelerating the DODNet migration for over 100,000 users under the US$11.50 billion, 10-year Defense Enclave Services program. Alongside the dividend, Leidos’ recent AI- and cybersecurity-focused contracts and alliances in areas like Zero Trust, automated compliance, and AI governance underscore how its NorthStar 2030 plan is increasingly tied to...

Setting the scene for JPMorgan Chase JPMorgan Chase (JPM) has drawn investor attention recently as its share price, last closing at US$302.55, reflects a mix of short term pullbacks alongside longer term gains in total return. See our latest analysis for JPMorgan Chase. Recent trading has been choppy, with a 7 day share price return of 6.07% decline and a year to date share price return of 7.04% decline. At the same time, the 1 year total shareholder return of 11.63% and 5 year total...

Ansell (ASX:ANN) has just posted its H1 2026 scorecard, with total revenue of US$983.6 million and basic EPS of US$0.32, alongside trailing twelve month revenue of about US$2.0 billion and EPS of US$0.94 that reflect the impact of a US$98.2 million one off loss on recent results. The company has seen revenue move from US$834.4 million in H2 2024 to just over US$1.0 billion in H1 2025 and US$983.6 million in H2 2025, while basic EPS stepped through US$0.43, US$0.38 and US$0.32 across those...

In February 2026, Robinhood Markets, Inc. reported fourth-quarter 2025 revenue of US$1,283 million, up from US$1,014 million a year earlier, while quarterly net income fell to US$605 million from US$916 million, even as the company continued share repurchases and highlighted growth across multiple product lines. Behind the headline miss on revenue expectations, Robinhood underscored that 11 of its products now each generate over US$100 million in annualized revenue, with a forthcoming credit...

Centrus Energy secured a $900 million US government task order to expand uranium enrichment capabilities. The company is shifting toward domestic production of high assay low enriched uranium, or HALEU, for advanced reactors. Centrus entered a new partnership with Fluor to scale operations at its enrichment facility in Ohio. Centrus Energy (NYSE: LEU) sits at the center of a renewed push to build out a domestic nuclear fuel supply, with a current share price of $199.19. The stock has seen...

Newmont (NYSE:NEM) has reached commercial production at its Ahafo North project in Ghana, adding a new producing asset to its portfolio. The company has completed a series of non core asset divestitures, refocusing its portfolio on higher priority operations. Newmont reports record free cash flow alongside elevated gold prices, supporting its plans for capital returns. For investors tracking NYSE:NEM, these updates come with the stock trading at $125.8, with a 1 year return of 174.9% and a...

Galecto, Inc. recently completed a follow-on public offering of common stock, issuing 16,644,737 shares and raising approximately US$316.3 million before fees, with Jefferies, Leerink Partners, Evercore ISI and Guggenheim Securities acting as joint book-running managers. Alongside this offering, Galecto filed a mixed shelf registration of up to US$150 million, giving the company additional flexibility to issue various securities over time to support its pipeline in blood cancers and fibrotic...

In February 2026, BANDAI NAMCO Holdings Inc. approved a share repurchase program of up to 6,000,000 shares for ¥30,000 million, raised its full-year earnings guidance, and outlined higher regular and performance-based dividends for the year ending March 31, 2026. Together, the upgraded profit outlook, buyback authorization, and richer dividend policy highlight management’s emphasis on capital efficiency and shareholder returns within its new Mid-term Plan. We’ll now examine how the...

If you are wondering whether Vertiv Holdings Co is still attractively priced after its run, you are not alone. The stock has become a regular talking point for valuation focused investors. Vertiv's share price closed at US$234.53, with returns of 16.1% over the past week, 32.6% over the past month and 33.6% year to date. The 1 year gain stands at 117.4%, and the 3 year and 5 year returns are very large in percentage terms. Recent coverage around Vertiv has focused on its role in critical...

Nomura Co., Ltd. has announced extensive executive officer and executive fellow personnel changes, alongside a major organizational restructuring, set to take effect on March 1, 2026, including new roles overseeing domestic business, corporate functions, overseas operations, sustainability, and creative divisions. The combination of refreshed leadership responsibilities and the breakup of large headquarters into more focused units signals an effort to tighten corporate governance and...

Klaviyo (NYSE:KVYO) is expanding rapidly in the enterprise market, with a sharp rise in high-value customers. The company is rolling out advanced AI agents that support more autonomous customer experiences. Doubled million dollar ARR accounts and growing enterprise adoption suggest a meaningful shift in its business mix. Klaviyo, known for its marketing automation and customer data platform tools, is pushing further into larger enterprise accounts as retailers and brands seek more automated...

In February 2026, Palomar Holdings reported fourth-quarter and full-year 2025 results showing revenue rising to US$253.36 million for the quarter and US$875.97 million for the year, with net income increasing to US$56.17 million and US$197.07 million respectively, alongside higher basic and diluted earnings per share from continuing operations. Despite these record headline figures, investors focused on weaker-than-expected underwriting efficiency, as margin pressures and a higher combined...

Fourth quarter results and buybacks in focus Marathon Petroleum (MPC) reported fourth quarter 2025 revenue of US$33,422 million with net income of US$1,535 million, alongside continued share repurchases that reduced the share count during the period. See our latest analysis for Marathon Petroleum. The latest quarterly results and ongoing repurchases appear to have supported sentiment, with a 1-month share price return of 15.73% and a year to date share price return of 23.08%. The 5-year total...

Holcim recently launched its Women in Sustainable Construction (WISC) initiative in the UAE, aiming to advance women across technical, operational, sustainability, and leadership roles to support the country’s shift toward a resilient, low-carbon economy. This program not only aligns Holcim with sustainability priorities but also strengthens its governance profile by embedding diversity, upskilling, and mentorship into its construction value chain. Next, we’ll explore how this push to...

On February 16, 2026, Centerspace released its fourth-quarter results, following earlier expectations for an earnings-per-share improvement and upwardly revised revenue forecasts. The earnings release sharpened focus on the trade-off between improving analyst expectations and ongoing balance sheet pressures, including high leverage and low interest coverage. Now, we'll examine how Centerspace's fourth-quarter earnings expectations amid ongoing leverage concerns may influence the company's...

As the Australian market gears up for a potentially volatile week with over 80 companies set to release their quarterly reports, investors are keeping a close eye on the ASX, which is poised for gains and nearing record levels. In such dynamic conditions, dividend stocks can offer stability and income potential; here are three ASX dividend stocks worth watching, offering yields of up to 5.4%.

As the Australian market experiences a potential upswing with futures indicating a 0.4% advance, investors are keenly eyeing the upcoming wave of quarterly reports from over 80 companies, anticipating a week of volatility and potential record-setting indices. In such an environment, growth companies with high insider ownership can be particularly attractive as they often signal strong confidence from those closest to the business, making them worth watching amid fluctuating market conditions.

As the Australian share market heads into a potentially volatile week, driven by a slew of quarterly reports from over 80 companies, investors are keenly observing the ASX's performance with futures pointing to a promising start. In this environment, identifying stocks that may be trading below their estimated value can offer opportunities for those looking to capitalize on potential market inefficiencies.