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In February 2026, Avantor reported fourth-quarter 2025 sales of US$1,663.6 million, with net income falling sharply to US$52.4 million, and a full‑year 2025 net loss of US$530.2 million on slightly lower annual sales of US$6,552.2 million. Alongside these weaker profits, the company completed a US$74.97 million share repurchase and launched its Revival program, reorganizing operations and investing in e‑commerce and brand refresh initiatives to address margin pressures and reposition the...

Sales update and why it matters for Clas Ohlson (OM:CLAS B) Clas Ohlson (OM:CLAS B) just released its January 2026 sales update, reporting SEK 1,005 million for the month and SEK 9,903 million year to date, with 7% growth driven entirely by 9% organic expansion. See our latest analysis for Clas Ohlson. The January sales update comes as Clas Ohlson’s share price has gained 6.26% over the past week and 17.38% over the past month, with a 1 year total shareholder return of 42.36%, suggesting...

ICON plc previously disclosed that its Audit Committee launched an internal investigation into revenue recognition practices from 2023 to 2025, prompting delays to its fourth-quarter and full-year 2025 results and the withdrawal of 2025 financial guidance while it prepares to report material weaknesses in internal controls. Preliminary findings indicating revenue overstatements of less than 2% per year, combined with multiple securities law probes, have raised wider questions about ICON’s...

Alexander’s, Inc. recently reported full-year 2025 results, with sales of US$213.18 million and net income of US$28.22 million, both lower than the prior year, while also affirming a regular quarterly dividend of US$4.50 per share payable on February 27, 2026. The combination of reduced earnings per share from continuing operations and the continued cash return via dividends highlights a tension between current profitability and shareholder income priorities. We’ll now examine how the...

In early February 2026, Lam Research’s board approved a US$0.26 per-share quarterly dividend payable on April 8 and confirmed leadership changes, while the company entered a multi-year R&D collaboration with CEA-Leti to advance specialty semiconductor technologies for AI and high-performance computing. The appointment of Cadence CEO Anirudh Devgan to Lam’s board, alongside the CEA-Leti partnership, underlines a clear emphasis on computational software expertise and materials innovation at...

Earnings rebound and fresh 2026 outlook Capri Holdings (CPRI) returned to profitability in its latest quarter, reporting positive net income and higher earnings per share than a year earlier, while also issuing new full year 2026 revenue and earnings guidance. See our latest analysis for Capri Holdings. The earnings rebound and new 2026 guidance sit against a weaker recent share price trend. Capri Holdings’ 30-day share price return shows a decline of 17.79%, and its 1-year total shareholder...

Alphamab Oncology (SEHK:9966) has dosed the first patient in its Phase III trial of JSKN003 for HER2-positive advanced colorectal cancer, marking a key milestone for this antibody-drug conjugate following its Breakthrough Therapy Designation in China. See our latest analysis for Alphamab Oncology. The JSKN003 milestone comes after a mixed run in the shares, with a 1-year total shareholder return of 124.81% contrasting with a 30-day share price return decline of 12.74% and longer term 3 and 5...

What Ameren’s latest earnings and guidance tell you Ameren (AEE) just paired solid fourth quarter and 2025 results with affirmed 2026 earnings guidance and a higher dividend, giving investors fresh numbers to assess the utility’s long term investment and growth plans. See our latest analysis for Ameren. Ameren’s recent earnings beat, affirmed 2026 guidance, dividend increase and approval for projects like the Big Hollow Energy Center have coincided with building momentum, including a 10.02%...

Pebblebrook Hotel Trust recently refinanced its near-term debt by closing a new US$450 million senior unsecured term loan, retiring the Margaritaville Hollywood Beach Resort mortgage originally due in 2026, and extending its US$650 million revolving credit facility through October 2029. This refinancing meaningfully extends Pebblebrook’s debt maturity profile, reduces reliance on secured borrowing, and leaves its US$650 million revolver fully undrawn, enhancing financial flexibility for...

In early February 2026, Liberty Energy Inc. completed a US$700 million Rule 144A zero-coupon senior unsecured convertible notes offering due March 1, 2031, with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC acting as co-lead underwriters. This refinancing move reshapes Liberty Energy’s capital structure by adding a sizable, potentially dilutive convertible layer that sits ahead of equity while involving top-tier underwriting support. Next, we’ll assess how this sizeable zero-coupon...

Schneider Electric (ENXTPA:SU) is back in focus after a run of product news, including EcoStruxure Foxboro Software Defined Automation, presented as the industry’s first open, software-defined distributed control system for complex industrial operations. See our latest analysis for Schneider Electric. These automation and grid software launches have arrived alongside firm share price momentum, with Schneider Electric’s €262.9 stock posting an 11.8% 1 month share price return and a 124.83% 5...

NETSTREIT (NTST) has just completed a follow on equity offering, raising about US$208.6 million by issuing 10,980,000 common shares at US$19 each, which represents a US$0.76 discount to the offer price. See our latest analysis for NETSTREIT. The follow on equity raise comes on the heels of NETSTREIT’s recent earnings release, dividend increase and 2025 investment update. The stock’s 30 day share price return of 9.49% and 1 year total shareholder return of 53.13% suggest momentum has recently...

In February 2026, Valvoline Inc. filed a shelf registration for up to US$455.10 million of common stock, tied to an ESOP-related offering of 12,078,021 shares, following a quarter in which it reported US$461.8 million in sales and a net loss of US$32.8 million for the period ended December 31, 2025. This combination of a sizable potential equity issuance and a swing from prior-year profitability to a quarterly loss raises important questions about how Valvoline plans to finance growth,...

SpareBank 1 Østlandet (OB:SPOL) has caught investor attention after reporting Q4 2025 net income of NOK 882 million and full year net income of NOK 3,515 million, alongside announcing an annual dividend of NOK 12.70 per share. See our latest analysis for SpareBank 1 Østlandet. Despite the strong Q4 and dividend announcement, the latest one day share price return of a 1.62% decline and seven day return of a 3.26% decline leave the stock slightly softer in the short term. At the same time, the...

Why the Vanrafia trial is moving Novartis shares Novartis (SWX:NOVN) is back in focus after final Phase III ALIGN data showed its drug Vanrafia slowed kidney function decline in adults with IgA nephropathy, reinforcing earlier approvals and helping spark fresh investor interest. See our latest analysis for Novartis. The Vanrafia update lands on top of a strong run for Novartis, with a 30 day share price return of 8.25% and a 90 day share price return of 18.30%. This has contributed to a 1...

Why Banquet’s new MEGA Breakfast Bowls matter for Conagra Brands (CAG) Conagra Brands (CAG) has drawn fresh attention after launching Banquet MEGA Breakfast Bowls, a high protein frozen option targeting the growing US$626 million breakfast bowls category. For investors, this launch ties directly to two key themes: protein focused eating and demand for fast, microwave ready meals. Banquet is leaning into both with 30g of protein per bowl and larger portion sizes than a leading competitor. See...

Expedia Group’s FY 2025 Earnings Snapshot Expedia Group (EXPE) has rounded out FY 2025 with Q4 revenue of US$3.5b and basic EPS of US$1.67, as investors weigh these headline figures against a share price of US$212.67. Over recent quarters, the company has seen revenue move from US$3.2b in Q4 2024 and US$4.1b in Q3 2024 to US$4.4b in Q3 2025. Basic EPS shifted from US$2.33 to US$5.27 and then US$7.75 over the same Q4 to Q3 comparison, setting the scene for analysts’ growth forecasts and the...

Kraft Heinz (KHC) is hitting reset, scrapping its planned breakup and instead committing US$600 million to marketing, R&D, product upgrades, and selective pricing after reporting declining organic sales and softer 2026 guidance. See our latest analysis for Kraft Heinz. The recent reset comes after a mixed share price pattern, with a 1 month share price return of 5.4% and a 1 year total shareholder return decline of 9.1%, suggesting short term momentum has picked up while longer term...

Why Astera Labs Stock Sold Off After Strong Q4 Astera Labs (ALAB) reported stronger than expected fourth quarter results and issued upbeat guidance tied to AI connectivity demand, yet the stock dropped as investors focused on margins and a chief financial officer transition. The company posted fourth quarter sales of US$270.58 million versus US$141.10 million a year earlier, with net income of US$44.98 million compared with US$24.71 million. Basic earnings per share from continuing operations...

Hancock Whitney (NasdaqGS:HWC) CEO completes a significant sale of company stock. The board approves an 11.1% increase in the regular dividend to shareholders. Investors receive new information on both insider activity and capital return policy at the same time. Hancock Whitney, a Gulf South focused regional bank, sits at the intersection of commercial banking, retail banking and wealth services. In this area, funding costs, deposit mix and credit quality remain front of mind for investors...

CareTrust REIT (NYSE:CTRE) reported a record US$1.8b of investments in its latest fiscal year. The company entered the UK care home market through the acquisition of Care REIT plc. CareTrust completed its first seniors housing operating (SHOP) sector deal, expanding its business model. The REIT reported nearly doubled net income and growth in normalized FFO, while doubling its professional team. CareTrust REIT, a healthcare focused real estate investment trust, is leaning further into...

Earlier this week, Maplebear Inc. (Instacart) reported fourth-quarter 2025 results showing revenue of US$992 million versus US$883 million a year earlier, while quarterly net income declined to US$81 million from US$148 million amid higher legal and regulatory costs. Alongside its strongest gross transaction value and order growth in three years, Maplebear bought back US$1.10 billion of shares in Q4 2025, signaling management’s confidence even as profitability came under pressure. Next,...

In recent sessions, ACM Research drew attention as investors focused on its upcoming February 26, 2026 earnings release, with expectations for lower earnings per share but higher year-over-year revenue. This combination of softer profitability alongside anticipated revenue growth is sharpening interest in how the company is balancing expansion with earnings quality. Against this backdrop of anticipated earnings pressure alongside revenue growth, we will explore how the upcoming results could...

Keurig Dr Pepper (NasdaqGS:KDP) has appointed Amie Thuener of Alphabet and William Newlands of Constellation Brands as independent directors. The company is restructuring its Board committees to adjust oversight as it pursues the acquisition of JDE Peet's and a planned split into two businesses. These governance changes come as Keurig Dr Pepper prepares for a major transformation of its corporate structure. Keurig Dr Pepper, trading at $29.69, sits at the center of a large transaction and...