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Leadership changes refocus Mirion after a softer earnings reaction Mirion Technologies (MIR) is in the spotlight after quarterly revenue and adjusted EPS came in below analyst expectations, and 2026 earnings guidance also trailed consensus, prompting a sharp negative reaction in the share price. At the same time, management has been reshaping the leadership bench. This matters if you are trying to understand how the company plans to handle margin pressures, recent acquisitions and its...

Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...

In February 2026, Arista Networks reported fourth-quarter 2025 results showing revenue of about US$2.49 billion and net income of roughly US$955.8 million, and issued first-quarter 2026 revenue guidance of approximately US$2.60 billion. The company’s performance highlighted strong demand for its AI and cloud networking portfolio, with management also signaling resilient margins despite supply-chain and memory cost pressures. Next, we’ll examine how Arista’s stronger-than-expected AI and...

In early February 2026, GE Aerospace’s board approved a US$0.47 per-share dividend and the company outlined a multi-year, up to US$300 million investment to expand and automate its Singapore engine repair hub, including new AI-enabled inspection and advanced coating capabilities. This combination of higher cash returns and long-term, technology-focused aerospace investment highlights how GE is balancing shareholder payouts with reinvestment in its core aviation services platform. We’ll now...

In late January, BioDlink announced the successful go-live of Veeva QMS across four core GMP quality processes, reinforcing Veeva Systems’ role in life sciences quality digitalization. This client deployment highlights how Veeva’s cloud-based quality platform is becoming embedded in end-to-end operations for innovative therapy development and manufacturing partners. Next, we’ll examine how BioDlink’s Veeva QMS go-live and optimism around upcoming results shape Veeva Systems’ broader...

If you are wondering whether Magna International's share price still offers value after a strong run, looking closely at what you are paying for the underlying business becomes crucial. The stock recently closed at CA$93.52, with returns of 26.7% over 7 days, 22.5% over 30 days, 24.7% year to date and 82.9% over 1 year. This naturally raises questions about how much of the story is already reflected in the price. Recent news flow around Magna International has largely focused on its position...

In February 2026, Toast reported fourth-quarter 2025 revenue of US$1,633 million and net income of US$101 million, with full-year revenue reaching US$6.15 billion and net income of US$342 million, both higher than the prior year. Management highlighted rapid adoption of its AI-powered ToastIQ assistant, already used by over half of customer locations, as a key driver of recurring gross profit growth and expanding margins. We’ll now examine how Toast’s stronger profitability and...

On December 31, 2025, FMR LLC reduced its stake in Day One Biopharmaceuticals by 4,380,660 shares, cutting its position by 43.38% but still holding 5,717,008 shares, or 5.60% of the company. This large shift by a major institutional holder may prompt investors to reassess how Day One Biopharmaceuticals fits within broader biotechnology portfolios. Next, we’ll examine how FMR LLC’s sizeable reduction in ownership could influence Day One Biopharmaceuticals’ investment narrative and risk...

Lattice Semiconductor (NasdaqGS:LSCC) reports strong growth across its data center and AI segments. The company highlights significant new design wins in data center AI, robotics, and automotive applications. Lattice announces a substantial stock repurchase program alongside its latest results. Lattice Semiconductor, known for its low power programmable chips, operates in several fast growing areas in semiconductors, including data center acceleration, AI workloads, and intelligent edge...

Texas Instruments stock reacts to recent performance metrics Texas Instruments (TXN) has been drawing attention after a period of solid share price performance, including reported total returns of 27.4% over the past year and 41.2% over the past 3 months. See our latest analysis for Texas Instruments. The recent 18.1% 1 month share price return, combined with a 45.9% 3 month share price return and a 27.5% 1 year total shareholder return, points to momentum building as investors reassess both...

Why Dave (DAVE) is back on investors’ radar Dave (DAVE) drew fresh attention after William Blair initiated coverage with a positive view on its potential to challenge traditional banks, shortly after the company previewed fourth quarter revenue above its own guidance. See our latest analysis for Dave. At a share price of $177.28, Dave has seen a 4.21% 1 day share price return but a softer 30 day share price return of an 8.62% decline, while its 1 year total shareholder return of 51.13% and...

Austal recently disclosed that it had overstated earnings in its US operations by A$17.0 million due to double-counted incentives on the Towing, Salvage, and Rescue Ship program, prompting a revision of its FY26 EBIT guidance to about A$110.0 million. This accounting issue has raised questions about the robustness of Austal’s financial controls and forecasting, even as it continues to work through an approximately A$13.00 billion defense-focused order backlog across Australia and the United...

In early February 2026, Snowflake announced a multi-year, US$200 million collaboration with OpenAI alongside new AI-focused products such as Semantic View Autopilot and Cortex Code, aiming to embed advanced AI agents directly into its data cloud for enterprise customers. These moves deepen Snowflake’s role as an AI application hub by combining OpenAI’s models with Snowflake Intelligence and Cortex AI, while early customer deployments at firms like United Rentals, Wolfspeed, and Team USA...

Occidental Petroleum (OXY) is back in focus as repeated cuts to earnings estimates, expectations for lower year over year earnings and revenue, and oil price volatility converge ahead of its February 18, 2026 earnings release. See our latest analysis for Occidental Petroleum. The share price at US$46.07 reflects a 30 day share price return of 7.89% and a 90 day gain of 10.51%, even as analysts cut earnings estimates and recent news has highlighted weaker sentiment ahead of the OxyChem sale...

In February 2026, Belden Inc. reported record fourth-quarter and full-year 2025 results, with sales rising to US$720.12 million for Q4 and US$2.72 billion for the year, while issuing first-quarter 2026 guidance for revenues of US$675 million–US$690 million and GAAP EPS of US$1.21–US$1.31. Management underscored that solutions-based offerings now exceed 15% of total revenue, supported by a new unified operating model and ongoing evaluation of disciplined M&A opportunities aimed at long-term...

Lockheed Martin (NYSE:LMT) CEO and CFO are scheduled to speak in a fireside chat at Citi's 2026 Global Industrial Tech and Mobility Conference. The appearance is planned as part of a high profile industry event focused on industrial technology and mobility themes. Investors and stakeholders may hear commentary on the company's business outlook and priorities in defense technology. For investors following NYSE:LMT, this conference slot places the company in front of an audience focused on...

In February 2026, The Williams Companies, Inc. reported full-year 2025 results showing revenue of US$11.95 billion and net income of US$2.62 billion, both higher than the prior year. The improvement in basic and diluted earnings per share from continuing operations to US$2.14 suggests stronger profitability across Williams’ core infrastructure business. Next, we’ll explore how this stronger earnings performance may influence Williams Companies’ investment narrative built around growth in gas...

Koninklijke Heijmans (ENXTAM:HEIJM) just released its 2025 full year results, reporting sales of €2,772 million and net income of €130 million, alongside higher basic and diluted earnings per share. See our latest analysis for Koninklijke Heijmans. The earnings release appears to have acted as a clear catalyst, with the share price at €79.35 after a 15.33% 1 day share price return. This caps a strong run that includes a very large 5 year total shareholder return and suggests momentum has been...

Recent performance and business snapshot Tri Pointe Homes (TPH) has drawn investor attention after a series of strong recent returns, including around 27% over the past day, 31% over the past week, and just over 50% in the past 3 months. The homebuilder, headquartered in Incline Village, Nevada, designs, constructs, and sells single family attached and detached homes across the United States. It also offers mortgage financing, title and escrow, and property and casualty insurance agency...

BWG (OB:BWLPG) is back in focus after BW LPG Limited agreed three year time charter out contracts for two VLGCs, which lifts fixed rate coverage to about 35% of fleet capacity for 2026. See our latest analysis for BWG. The time charter news lands against a backdrop of firm momentum, with BWG’s share price at NOK158.9, a 30-day share price return of 7.51%, a 1-year total shareholder return of 26%, and a very large 5-year total shareholder return above 6x. This suggests that investor confidence...

In February 2026, Lyft reported full-year 2025 results showing US$6,316.26 million in sales and very large net income, while also announcing a new US$1 billion Class A share repurchase program and filing a US$337.72 million shelf registration for 20,042,798 ESOP-related shares. At the same time, weaker-than-expected quarterly guidance and widespread coverage of two fatal shootings of Lyft drivers in Cleveland raised fresh questions about the balance between growth, profitability and safety...

Dividend increase puts income profile in focus NextEra Energy (NEE) has lifted its regular quarterly dividend to US$0.6232 per share, a 10% year over year increase, and reiterated plans for continued dividend per share growth through 2028. See our latest analysis for NextEra Energy. Beyond the dividend news, NextEra Energy’s shares have been firming up, with a 30-day share price return of 12.16% and a year to date gain of 15.90%, while the 1-year total shareholder return of 42.11% points to...

Why Caesars Entertainment Stock Is Back on Investors’ Radar Caesars Entertainment (CZR) has been drawing attention after a stretch of negative returns, with the stock down over the past month, past 3 months, and year, prompting fresh questions about its current pricing. See our latest analysis for Caesars Entertainment. With the share price at US$18.14, Caesars Entertainment has seen a 25.5% 1 month share price decline and a 54.4% 1 year total shareholder return loss. This suggests momentum...

CareDx, Inc. recently reported pivotal clinical validation results from its ACROBAT study for AlloHeme, an AI- and NGS-based blood test that predicts relapse in acute myeloid leukemia and myelodysplastic syndromes after allogeneic hematopoietic cell transplant, showing high sensitivity, specificity, and earlier relapse detection than traditional methods. This successful validation of AlloHeme marks a meaningful broadening of CareDx’s Transplant+ platform beyond solid organ transplantation...