Latest News

Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

NYSE:IBM
NYSE:IBMIT

IBM (IBM) Margin Expansion To 15.7% Tests Cautious Earnings Narratives

International Business Machines (IBM) closed out FY 2025 with fourth quarter revenue of US$19.7b and basic EPS of US$5.96, while trailing twelve month EPS came in at US$11.34 alongside net income from continuing operations of US$10.57b. Over recent quarters the company has seen revenue move from US$17.6b in Q4 2024 to US$14.5b in Q1 2025, US$17.0b in Q2 2025 and US$16.3b in Q3 2025, with basic EPS ranging from US$1.14 to US$5.96 across the same stretch, highlighting a story in which changes...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

Eurofins Scientific ENXTPA ERF Margin Improvement Challenges Longstanding Bearish Earnings Narratives

Eurofins Scientific (ENXTPA:ERF) has reported its FY 2025 results with second half revenue of €3.7b and basic EPS of €1.11, alongside net income of €197.3m, while the trailing 12 months show revenue of €7.3b, EPS of €2.31 and net income of €416m. The company has seen revenue move from €3.5b and EPS of €0.86 in the second half of 2024 to €3.6b and EPS of €1.20 in the first half of 2025, before landing at the latest second half figures. This sets up a story where improving net profit margins...
SEHK:700
SEHK:700Interactive Media and Services

Tencent’s AI Chips And Palm ID Push Put Valuation Gap In Focus

Tencent Holdings (SEHK:700) received regulatory approval to purchase Nvidia’s H200 artificial intelligence chips. The company also launched Hong Kong’s first palm verification check in system for healthcare in partnership with Bupa. Tencent’s latest moves plug directly into two big themes investors are watching for the company: AI infrastructure and real world use of its technology. With the share price at HK$606.0 and a 1 year return of 52.4%, the stock has recently delivered strong gains,...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Is DocuSign’s (DOCU) AI eSignature Push Redefining Its Edge In Contract Management?

In recent weeks, DocuSign has rolled out new AI-powered eSignature features and drawn continued support from analysts, who highlight the company’s Identity and Access Management product cycle and broader contract management platform as key strengths. What stands out is that this product innovation and analyst enthusiasm are emerging even as the business operates against a backdrop of heightened competition and evolving market conditions. Against this backdrop, we’ll explore how DocuSign’s...
BIT:NEXI
BIT:NEXIDiversified Financial

Nexi’s AI Alliance Push Raises a Bigger Question About Its Strategic Direction (BIT:NEXI)

Nexi has joined the Agentic Commerce Alliance to help shape open standards for secure, AI-driven commerce, and has appointed current DiaSorin CFO Piergiorgio Pedron as its next finance chief, with his move expected after March 31, 2026, once he leaves DiaSorin. Together, the alliance membership and incoming CFO highlight Nexi’s focus on strengthening governance and staying relevant as AI reshapes global payment infrastructure. We’ll now examine how Nexi’s incoming CFO and its role in the...
ASX:REA
ASX:REAInteractive Media and Services

Does REA’s Digital Momentum and Google’s Property Tests Change The Bull Case For REA Group (ASX:REA)?

In recent months, REA Group has been highlighted in News Corporation’s results for contributing to digital real estate growth, while also refocusing on core operations after a failed UK acquisition and responding to new competitive tests such as Google including property listings directly in search results. At the same time, REA Group’s 2025 REA Excellence Awards have spotlighted high-performing agencies and innovators on realestate.com.au and realcommercial.com.au, underlining how its...
NYSE:ACM
NYSE:ACMConstruction

Does Navy JV Win And Bullish Analyst Ratings Change The Bull Case For AECOM (ACM)?

In recent days, AECOM has drawn attention as Goldman Sachs and Citi reiterated positive ratings while a Stantec–AECOM joint venture secured a US$150 million U.S. Navy contract. This combination of upbeat analyst views and fresh government work highlights how AECOM’s engineering capabilities continue to attract confidence from both Wall Street and public-sector clients. We’ll now examine how the new Navy joint venture contract shapes AECOM’s investment narrative and potential long-term...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK) Margin Compression To 6.2% Tests Bullish Earnings Growth Narrative

Oshkosh (OSK) has wrapped up FY 2025 with fourth quarter revenue of US$2.7 billion and basic EPS of US$2.11, alongside net income of US$133.8 million. This sets the tone for a year where trailing twelve month revenue reached US$10.4 billion and EPS came in at US$10.08. Over recent quarters, revenue has moved in a tight band around US$2.7 billion, while basic EPS has ranged from US$1.73 to US$3.17, giving investors a clearer view of how earnings respond to shifts in volume and mix. With...
NYSE:DRI
NYSE:DRIHospitality

Should Darden’s Growth Guidance and Insider Selling Require Action From Darden Restaurants (DRI) Investors?

Darden Restaurants recently reported resilient sales and traffic growth despite inflationary pressures, with management guiding for full-year sales and adjusted EPS growth supported by new restaurant openings and expanded delivery channels. At the same time, director Charles Sonsteby’s January 23, 2026 sale of 3,123 shares added to a year of insider selling activity without any insider purchases, offering an additional lens on internal sentiment. We’ll now examine how Darden’s guidance for...
NYSE:MKL
NYSE:MKLInsurance

Markel Group (MKL) Valuation Check After Mixed Short Term Returns And Solid Multi Year Performance

Markel Group stock overview Markel Group (MKL) has drawn attention after recent trading left the shares with mixed short term returns, including a month decline alongside a positive move over the past 3 months. For investors tracking longer horizons, Markel Group’s total return figures over the past year, 3 years, and 5 years offer additional context on how the stock has behaved through different market conditions. See our latest analysis for Markel Group. At a latest share price of...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

PDD Holdings Faces 2026 Regulatory Probes And Shifting Growth Outlook

PDD Holdings (NasdaqGS:PDD) is facing heightened regulatory scrutiny in China in 2026, as authorities continue sector wide probes. The company is caught up in broader investigations into internet platforms, including food delivery services and anti monopoly actions. Recent analyst commentary has flagged regulatory risk as a key issue for PDD Holdings and the wider Chinese internet sector. PDD Holdings, the owner of discount ecommerce platform Pinduoduo and global site Temu, now sits in the...
TSX:FNV
TSX:FNVMetals and Mining

Will Dividend Hike And New Chair Change Franco-Nevada's (TSX:FNV) Narrative On Discipline And Oversight?

Franco-Nevada Corporation recently raised its quarterly dividend by approximately 16% to US$0.44 per share, marking the 19th consecutive annual increase and applying this higher payout across all four quarters of the 2026 fiscal year. At the same time, the board outlined a leadership transition that moves founder David Harquail to Chair Emeritus and appoints veteran mining executive Tom Albanese as independent Chair, signaling an emphasis on continuity alongside independent oversight. We’ll...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart’s Pharmacy Automation And Workforce Upgrade Could Be A Game Changer For Walmart (WMT)

In recent weeks, Walmart has accelerated its push into Health & Wellness by raising pay, upgrading 3,000 pharmacy technician roles to team leads, and investing in automated central fill hubs to support expanded prescription delivery. This effort not only reinforces healthcare as a major revenue pillar for Walmart, but also highlights how higher‑skilled pharmacy roles could support more efficient, service-led growth. We’ll now examine how Walmart’s expanded pharmacy workforce and automation...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is It Too Late To Reassess Expedia Group (EXPE) After Its Strong Multi Year Rally?

If you are wondering whether Expedia Group's current share price still offers value after a strong run, this breakdown will help you put the numbers in context before you decide what to do next. The stock last closed at US$272.77, with returns of 59.9% over 1 year, 126.4% over 3 years and 93.8% over 5 years, even though the shorter term picture includes a 2.5% decline over 7 days, a 4.3% decline over 30 days and a 3.6% decline year to date. Recently, attention has focused on Expedia Group's...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Stronger Earnings And Faster Comerica Integration Could Be A Game Changer For Fifth Third Bancorp (FITB)

Fifth Third Bancorp recently reported fourth-quarter 2025 results showing higher net interest income of US$1,529 million and net income of US$731 million, while also disclosing lower net charge-offs of US$125 million compared with a year earlier. Management highlighted that integration of Comerica is running ahead of schedule, with expected earnings-per-share benefits now targeted earlier than initially planned and supported by growth in commercial payments, technology investments and...
ASX:MIN
ASX:MINMetals and Mining

A Look At Mineral Resources (ASX:MIN) Valuation After Quarterly Update And US$765 Million POSCO Deal

Mineral Resources (ASX:MIN) has moved into focus after a quarterly update that lifted FY26 lithium output guidance, reported above forecast iron ore and spodumene shipments, and flagged a potential non-cash impairment alongside a planned US$765 million POSCO transaction. See our latest analysis for Mineral Resources. That update has arrived after Mineral Resources was recently flagged in technical screens for strong price momentum. Even with a 1-day share price return of negative 6.34% and a...
TSE:9629
TSE:9629Software

PCA (TSE:9629) Margin Compression To 9% Challenges Bullish Profitability Narratives

PCA (TSE:9629) has released its Q3 2026 numbers, with revenue of ¥4,539 million and basic EPS of ¥23.24, setting the tone for how investors will weigh the latest move in profitability. The company has seen revenue range from ¥4,166 million in Q3 2025 to ¥4,539 million in Q3 2026, while quarterly EPS has moved between ¥14.86 and ¥26.43 over the same stretch. This provides a clearer view of how the top and bottom line have been tracking through recent periods. With trailing net profit margins...
NasdaqGS:HWKN
NasdaqGS:HWKNChemicals

Hawkins (HWKN) Margin Slippage In Q3 2026 Tests Premium P/E Narrative

Hawkins (HWKN) opened Q3 2026 with total revenue of US$244.1 million and basic EPS of US$0.69, alongside net income excluding extra items of US$14.3 million. These figures set the baseline for how the quarter is being judged. The company’s quarterly revenue moved from US$226.2 million in Q3 2025 to US$244.1 million in Q3 2026, while basic EPS shifted from US$0.72 to US$0.69 over the same period. This frames a results season in which investors are closely watching how margins are holding up...