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COPT Defense Properties reported full-year 2025 results showing higher sales of US$714.18 million, revenue of US$763.92 million, and net income of US$152.32 million, and also issued new 2026 EPS guidance while announcing a nearly 11-year, 148,000-square-foot lease with a top 10 U.S. defense contractor at National Business Park. This combination of improved profitability, forward-looking earnings guidance, and a long-term lease that lifts its 882,000-square-foot development pipeline to 86%...

In early February 2026, IBM unveiled a new generation of IBM FlashSystem storage co-run by agentic AI, featuring three new systems, FlashSystem.ai services, fifth-generation FlashCore Modules, and AI-driven ransomware detection designed to make storage operations more autonomous, efficient, and resilient. At the same time, fresh scrutiny of IBM’s artificial intelligence positioning and business model by a prominent short seller has intensified debate about whether these kinds of AI-infused...

Beijer Alma (OM:BEIA B) has drawn fresh attention after reporting its 2025 results, proposing a slightly higher dividend and outlining a Europe focused acquisition agenda that keeps capital discipline at the center. See our latest analysis for Beijer Alma. Beijer Alma’s latest earnings release, dividend proposal and Europe focused M&A comments have arrived after a weaker spell for the shares, with a 30 day share price return of 17.19% decline and a year to date share price return of 17.19%...

Upbound Group recently acquired Brigit, a payday lending subscription app focused on sub-prime consumers, adding a digital lending platform alongside its Rent-A-Center and Acima rent-to-own segments. This move extends Upbound’s reach further into sub-prime lending at a time when its leverage levels and business mix are already under investor scrutiny. We’ll now examine how the Brigit acquisition, and its deeper push into sub-prime digital lending, may reshape Upbound Group’s investment...

Synopsys recognized SimuTech Group as its 2025 Worldwide Channel Partner of the Year, highlighting performance across sales, support, and customer enablement. The company is expanding AI driven electronic design automation tools aimed at streamlining chip and system design workflows. Recent partnerships, including NVIDIA's investment and deeper integration with Ansys, reflect collaboration across hardware, software, and simulation. Synopsys (NasdaqGS:SNPS) operates at the center of chip...

In February 2026, Metaplanet Inc. issued earnings guidance for the year ending March 31, 2026, targeting revenue of ¥16,000 million and operating profit of ¥11,400 million, while also outlining quarterly dividend plans of ¥12.25 per class B preferred share through the end of 2026. The company’s latest results for 2025 show very large revenue growth to ¥8,905 million alongside a net loss of ¥95.05 billion, reflecting the impact of valuation losses on its sizeable 35,102 Bitcoin holdings. We...

Fletcher Building (NZSE:FBU) has just posted its H1 2026 numbers, with revenue of NZ$3.4b and a basic EPS loss of NZ$0.26, while trailing twelve month figures show revenue of NZ$7.0b and a basic EPS loss of NZ$0.22. The company has seen revenue move from NZ$3.8b in H2 2024 to NZ$3.6b in H1 2025 and NZ$3.4b in H2 2025, alongside net income losses of NZ$72m, NZ$82m and NZ$285m over those halves. For investors, the headline story is still about pressured margins and loss making operations, which...

Interest in Thomson Reuters (TSX:TRI) has picked up after an analyst upgrade tied to the company’s AI efforts in legal and tax services, following a recent pullback linked to broader AI disruption worries. See our latest analysis for Thomson Reuters. The recent analyst upgrade comes after a sharp setback, with Thomson Reuters recording a 30 day share price return of a 34.21% decline and a year to date share price return of a 34.65% decline. The 1 year total shareholder return sits at a 52.91%...

Celestica (TSX:CLS) has raised its 2026 revenue outlook, citing stronger demand for AI focused data center technologies. The company is aligning new capital investment with multi year infrastructure programs at large customers. Management highlights AI related data center build outs as a key driver of its updated guidance. Celestica, a hardware and services provider for data centers and other complex electronic systems, is leaning into the AI hardware build out as large customers commit to...

Rivian Automotive reported a positive gross profit in the fourth quarter, marking a key shift in its unit economics. The company is preparing for the launch of its R2 midsized SUV in 2026, targeting a broader mass market audience. Rivian advanced its technology joint venture with Volkswagen Group, triggering new funding phases tied to software and platform development. Rivian Automotive, NasdaqGS:RIVN, is drawing fresh attention after reaching positive gross profit in the fourth quarter, a...

Textron Inc. announced in February 2026 that its Board authorized a new share repurchase program for up to 25,000,000 shares, with no expiration date, to offset dilution from stock-based compensation and for broader capital management uses. A Textron affiliate, TRU Simulation + Training, also secured FAA Level D certification for its Cessna Citation Ascend full flight simulator, underscoring the group’s push into higher-value aviation training solutions that can deepen its role across the...

In early February 2026, Reinsurance Group of America, Incorporated reported higher fourth-quarter and full-year 2025 revenue and net income, declared a regular US$0.93 per-share quarterly dividend, and outlined recent buybacks totaling US$125 million. On the same day, the company also authorized a new share repurchase program of up to US$500 million, signaling an increased focus on returning capital to shareholders alongside earnings growth. Next, we’ll examine how the stronger quarterly...

In February 2026, Concentrix Corporation completed a US$600 million fixed-income offering, issuing 6.5% senior unsubordinated unsecured notes due March 1, 2029, priced at 99.966% of principal and featuring callable, unsecured terms. This sizable bond deal reshapes Concentrix’s funding mix and interest obligations, adding fresh liquidity while introducing new long-term commitments for investors to assess. We’ll now examine how issuing US$600 million in senior unsecured notes could influence...

CVR Energy (NYSE:CVI) has completed a $1 billion senior notes offering. The new notes include covenants, optional redemption terms, change of control protections, and asset sale provisions. The transaction affects CVR Energy's capital structure and financial flexibility. For investors watching NYSE:CVI, this $1 billion senior notes deal sits against a mixed share price backdrop. The stock closed at $22.52 and is down 6.9% over the past week and 3.3% over the past month, while showing a...

If you are wondering whether Microsoft is still worth buying at its current price, or if the market has already priced in the story, this article focuses squarely on what you are getting for every US$ you invest. The stock last closed at US$396.86, with a 4.0% decline over 7 days, a 13.7% decline over 30 days, a 16.1% decline year to date, but a 2.4% gain over 1 year, 60.4% over 3 years and 76.9% over 5 years. These figures can influence how investors think about its risk and reward...

Earnings, guidance, contract win and cash returns put Curtiss-Wright (CW) in focus Curtiss-Wright (CW) is back on investors radar after publishing fourth quarter and full year 2025 results, issuing 2026 earnings guidance, detailing share repurchases, affirming its dividend, and securing a multi year avionics contract with Boeing. See our latest analysis for Curtiss-Wright. The recent earnings release, fresh 2026 guidance, Boeing avionics contract and ongoing buybacks have come alongside firm...

Noble Corporation’s recent updates showed that it completed multiple share repurchase programs, reported fourth-quarter 2025 revenue of US$764.41 million and net income of US$86.64 million, and confirmed a US$0.50 per-share dividend for the first quarter of 2026. At the same time, Noble lifted its total contract backlog to US$7.50 billion on the back of US$1.30 billion in new awards since October 2025, including a three-year Aker BP deal in Norway with an estimated EBITDA potential of about...

Cochlear Limited recently reported half-year 2025 results showing largely flat sales of A$1,167.2 million but lower net income of A$161.5 million and reduced earnings per share versus the prior year. At the same time, the company held its interim franked dividend steady at A$2.15 per share, implying management’s desire to signal confidence despite Nexa rollout and contracting challenges pressuring profit and guidance. We’ll now examine how weaker profit guidance, tied to delays in Nucleus...

Event context and recent performance Standex International (SXI) is back on investor radars after recent share price moves. The stock closed at US$258.03 and has shown mixed short term returns alongside stronger performance over the past 3 months and year. See our latest analysis for Standex International. Despite a recent pullback in the 1 day and 7 day share price returns, Standex International’s 30 day and year to date share price gains, together with a 36.87% 1 year total shareholder...

If you are wondering whether Kering is attractively priced or still carrying a premium, this article walks through what the current share price might be implying about its value. The stock closed at €272.90, with returns of a 5.2% decline over 7 days, a 5.5% decline over 30 days, a 10.4% decline year to date, a 2.1% gain over 1 year, a 48.8% decline over 3 years and a 40.5% decline over 5 years, which gives long term holders a mixed experience. Recent attention on Kering has centered on how...

Alphabet (NasdaqGS:GOOGL) has launched a large bond issuance to raise capital for AI and data center expansion. EU regulators approved Alphabet's planned US$32b acquisition of cloud security firm Wiz. Alphabet confirmed plans for a US$10b AI focused data center campus in Kansas City. For you as an investor, these moves sit at the heart of Alphabet's push in AI, cloud, and security. The company already generates most of its revenue from advertising and cloud related services, and large scale...

In early February 2026, Jack Henry & Associates reported a new core-banking client win with Blue Sky Bank, a 6% quarterly dividend increase to US$0.61 per share payable on March 25, 2026, and progress on its long-running buyback after repurchasing 406,110 shares for US$63.14 million in late 2025. Together, these updates highlight how Jack Henry continues to invest in innovation to attract clients while also returning capital through higher dividends and sustained share repurchases. Next,...

Constellium SE recently reported its full-year 2025 results, with sales of US$8.45 billion versus US$7.34 billion a year earlier and net income rising to US$273 million from US$56 million. The sharp improvement in basic earnings per share from continuing operations, increasing from US$0.38 to US$1.95, highlights a substantial uplift in profitability and operational performance. With this earnings improvement as a backdrop, we will now examine how Constellium's stronger profitability...

In recent weeks, GE Vernova’s board declared a US$0.50 per share quarterly dividend payable on April 14, 2026, and the company reported Q4 2025 results that exceeded expectations while lifting its long-term revenue and free cash flow outlook. At the same time, new analyst upgrades and fresh project activity in wind repowering and gas turbines highlight how GE Vernova is positioning across both conventional and renewable power markets. Now we’ll explore how the newly announced dividend...