Latest News

In early November 2025, Costamare reported upbeat quarterly results, underpinned by strong containership charter demand and a sizeable multi-year contract backlog that supports earnings visibility. These earnings, combined with Costamare’s identification as an overbought industrial name with high technical momentum, highlight how sentiment can quickly shift when solid contracted revenue meets strong trading signals. We’ll now explore how this earnings beat and sizeable contracted backlog...

Impact of the Shelf Registration on Oculis Holding Stock Oculis Holding (NasdaqGM:OCS) just closed a roughly 9.4 million shelf registration tied to 494,259 ordinary shares, a move that puts potential dilution and fresh capital squarely on investors radar. See our latest analysis for Oculis Holding. The shelf registration lands after a strong run, with Oculis posting a roughly 28 percent year to date share price return and a three year total shareholder return above 100 percent. This suggests...

OneStream (OS) just reshuffled its C suite, elevating AI leader Scott Leshinski to president, promoting Pamela McIntyre to chief accounting officer, and outlining a CFO handoff to board veteran John Kinzer. See our latest analysis for OneStream. The leadership reshuffle comes after a tough stretch in the market, with a year to date share price return of minus 35.03 percent and a one year total shareholder return of minus 40.18 percent, suggesting sentiment has cooled even as management leans...

Mizuho recently downgraded Nitto Boseki Co Ltd to Neutral from Outperform, arguing that the current share price already reflects its new NE/NER glass capacity expansion. Despite the downgrade, Mizuho still highlights a positive longer-term demand backdrop for Nitto Boseki’s glass products, underscoring ongoing structural support for its core business. We’ll now examine how Mizuho’s view that expansion benefits are fully priced in shapes Nitto Boseki’s broader investment narrative and risk...

In late November and early December 2025, Deutsche Bank issued a series of callable senior unsecured fixed‑rate notes across maturities from 2029 to 2050, while also hiring former Bank of Singapore executive Vivienne Chia as global head of private bank investment solutions, based in Frankfurt. Together, this burst of long-dated funding activity and the appointment of a seasoned capital‑markets and wealth‑management leader highlight Deutsche Bank’s focus on strengthening its balance sheet and...

In early December 2025, Steven Madden reported third-quarter results with earnings per share slightly above forecasts but revenue below expectations, while also highlighting stronger revenue prospects for the fourth quarter helped by its Kurt Geiger acquisition and easing tariff pressures. At the same time, insider filings showed President Amelia Varela selling 15,000 shares and the CFO adjusting his holdings, against a backdrop of generally positive forward guidance and analyst optimism...

Want Want China Holdings (SEHK:151) just posted mixed half year earnings, with sales edging higher but net income and earnings per share slipping, giving investors a tricky read on underlying profitability. See our latest analysis for Want Want China Holdings. The latest half year numbers land after a choppy stretch for the shares, with a 7 day share price return of 5.36 percent but a 90 day share price return of negative 11.69 percent. The 1 year total shareholder return of 14.60 percent...

Greif (GEF) is back on investors’ radar after reports of executive share reductions, a move that can quickly sway sentiment even when the underlying business and recent recognition for corporate responsibility look relatively steady. See our latest analysis for Greif. Those executive share sales hit just as sentiment had been improving, with a roughly 14% one month share price return and an 8% year to date share price gain, in contrast with a slightly negative one year total shareholder...

Walker & Dunlop (WD) has had a rough stretch recently, with the stock down about 21% over the past month and nearly 40% over the past year, raising questions about whether sentiment has overshot fundamentals. See our latest analysis for Walker & Dunlop. The latest slide, including a roughly 21% 30 day share price return and a 39.8% one year total shareholder return decline, suggests momentum is clearly fading as investors reassess commercial real estate risks and near term earnings power. If...

In late November 2025, Restaurant Brands International reported third-quarter results that topped analysts’ expectations, highlighted strong performances at Tim Hortons and its International segment, and continued progress in the Burger King U.S. turnaround, while a 3G Capital affiliate moved ahead with a secondary sale of up to 17.63 million shares. The company also outlined an accelerated global expansion plan, including a China refranchising deal and long-term unit growth targets into...

Bunge Global (BG) has quietly pulled ahead of the broader market this year, with the stock up about 21% year to date and 11% over the past 3 months despite recent weakness. See our latest analysis for Bunge Global. The latest pullback, including a 1 day share price return of minus 0.81 percent, looks more like a breather within a solid year of gains, supported by strong revenue and earnings growth and a five year total shareholder return of 62.28 percent. If Bunge’s move has you rethinking...

Main Street Capital Corporation recently completed a follow-on investment, providing an additional US$20.0 million first lien, senior secured term debt to portfolio company Chamberlin Holding LLC to support its acquisition of a commercial roofing contractor in the Southeastern United States. This additional capital deepens Main Street Capital’s multi-year relationship with Chamberlin and backs an expansion of the roofing contractor’s geographic footprint beyond its Southwest base. We’ll now...

Korn Ferry (KFY) shares have lagged the broader market over the past 3 months, even as the company continues to post steady revenue and earnings growth. This invites a closer look at its valuation. See our latest analysis for Korn Ferry. At around $66.07 per share, Korn Ferry’s 1 year total shareholder return of negative 5.25 percent contrasts with a robust 3 year total shareholder return of 37.61 percent. This suggests that longer term momentum remains intact even as near term sentiment...

Earlier in December 2025, FIT Hon Teng Limited announced that it would postpone the dispatch of a circular on framework agreements and related transactions from December 5 to December 16, 2025, to complete the necessary information. This extra preparation time highlights how documentation quality and disclosure timing can affect shareholder expectations around upcoming deals and corporate actions. We’ll explore how the delayed circular on framework agreements could shape FIT Hon Teng’s...

EVERTEC (EVTC) just locked in a new 150 million dollar term loan and immediately used it to pay down its revolving credit line, a balance sheet shuffle the market has welcomed. See our latest analysis for EVERTEC. The move comes after a choppy stretch, with a roughly 3.7% 1 month share price return but a weaker 1 year total shareholder return near 16% in the red, hinting that short term momentum is stabilising while longer term sentiment is still rebuilding. If this kind of balance sheet...

On December 4, 2025, Nutex Health’s board extended its previously authorized US$25,000,000 common stock repurchase program through March 31, 2026, to be executed under Rule 10b-18 and a Rule 10b5-1 trading plan. The extension underscores management’s focus on offsetting dilution from stock compensation tied to new and ramping hospitals while signaling confidence in the company’s capital allocation approach. Next, we’ll assess how extending the US$25,000,000 buyback program may influence...

Ocular Therapeutix (OCUL) has quietly put up an interesting run lately, with the stock gaining around 44% year to date and roughly 16% over the past month, drawing fresh attention. See our latest analysis for Ocular Therapeutix. That move sits against a choppy backdrop, with the latest share price at $12.58 and a strong year to date share price return, but a more mixed multi year total shareholder return profile. This suggests sentiment has improved even as risk remains firmly on the...

Earlier this month, Morgan Stanley shifted its view on 10x Genomics by downgrading the stock’s rating while maintaining coverage with a more conservative stance. This change, set against generally supportive opinions from other analysts, highlights growing differences over how to value 10x Genomics amid current conditions. We’ll now explore how Morgan Stanley’s more cautious rating, alongside a still-supportive analyst consensus, may influence 10x Genomics’ investment narrative. The end of...

Columbia Sportswear (COLM) just dropped its Star Wars inspired Endor Collection, a 20 piece collaboration that leans on fan nostalgia and premium pricing, giving investors a fresh lens on the brand. See our latest analysis for Columbia Sportswear. For investors, this launch lands at an interesting moment, with the latest share price at $55.11 and a 30 day share price return of 5.27% offering a modest bounce against a much weaker year to date share price performance and double digit negative...

TriMas (TRS) just brought back a familiar face, naming longtime finance leader Paul Swart as its new Chief Financial Officer and principal accounting officer, a move that could subtly reshape how investors view the stock. See our latest analysis for TriMas. The timing is interesting, coming after a bumpy few months in which TriMas has seen a 40.44% year to date share price return but a weaker 90 day share price return of minus 13.56%, while its 1 year total shareholder return of 30.19%...

Seabridge Gold (TSX:SEA) has turned heads this year, with the stock surging about 96% year to date as investors respond to its strategic asset mix and relatively steady North American project pipeline. See our latest analysis for Seabridge Gold. The recent pullback in Seabridge Gold’s share price to about $41.36 comes after a powerful run, with a 30 day share price return of roughly 31% and a year to date share price return of around 139%. The three year total shareholder return of about 153%...

Freehold Royalties (TSX:FRU) is back on investors radar after senior officer Lisa Farstad bought 7,000 shares and the company moved ahead with executive reshuffling, including scrapping the Chief Operating Officer role. See our latest analysis for Freehold Royalties. Those moves come as Freehold Royalties trades at CA$15.24, with a 1 month share price return of 8.78% and a 1 year total shareholder return of 21.32%, suggesting positive momentum is steadily building behind the story. If insider...

MKS Inc. recently reported third-quarter 2025 results that surpassed consensus expectations for both adjusted earnings and revenue, with management issuing upbeat fourth-quarter guidance and analysts revising estimates higher. At the same time, MKS earned a place on Newsweek and Statista’s 2026 list of America’s Most Responsible Companies for the third consecutive year, reinforcing its corporate responsibility credentials alongside its operational performance. We’ll now examine how MKS’s...

Criteo (CRTO) just cleared a high bar with third quarter 2025 results coming in well ahead of expectations, a meaningful outcome for a stock that has struggled this year. See our latest analysis for Criteo. Even with the post earnings bounce, reflected in a 1 day share price return of 7.25 percent and 7 day share price return of 5.63 percent, Criteo is still working against a weak backdrop. The year to date share price return is negative 46.61 percent and the 1 year total shareholder return...