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In the first quarter of 2026, Merit Medical Systems reported sales of US$381.88 million and net income of US$41.00 million, and it raised full-year 2026 revenue guidance to a range of US$1.61 billion–US$1.63 billion. Alongside these results, mixed insider activity, with a director selling shares and senior executives buying through 401(k) plans, offers a nuanced view of internal confidence. With Merit lifting its full-year revenue outlook, we will now examine how this guidance upgrade...

Royalty Pharma earnings and buyback catch investors’ attention Royalty Pharma (RPRX) has drawn fresh investor focus after reporting first quarter 2026 earnings with revenue of US$630.58 million and net income of US$294.69 million, alongside continued progress on its multi year share repurchase program. See our latest analysis for Royalty Pharma. The stock has picked up momentum, with a 1 day share price return of 3.0% and a year to date share price return of 37.03%, while the 1 year total...

Investors may be wondering whether Equinix at around US$1,077 per share still offers value, or if most of the opportunity is already reflected in the price. The stock is up 41.0% year to date and 28.3% over the past year, even though it has slipped 1.0% over the last week and is up 1.9% over the past month. Recent coverage has focused on Equinix's position as a key player in data center and digital infrastructure, as investors weigh how demand for connectivity and cloud ecosystems feeds into...

Mitsubishi Estate (TSE:8802) has wrapped up FY 2026 with Q4 revenue of ¥536.1 billion and basic EPS of ¥54.47, capping a 12 month period in which net profit grew 17.5% and net margin reached 12.7%. Over recent quarters the company has seen revenue range from ¥356.9 billion in Q1 2026 to ¥536.1 billion in Q4, while basic EPS moved from ¥25.75 in Q1 2026 to ¥81.03 in Q3 and ¥54.47 in Q4, giving investors a clearer view of how earnings relate to that higher margin profile. See our full analysis...

SeirenLtd (TSE:3569) has posted its FY 2026 numbers with fourth quarter revenue of ¥48,314 million and basic EPS of ¥51.46, alongside trailing 12 month revenue of ¥171,765 million and EPS of ¥265.48. Over recent periods, revenue has ranged from ¥40,625 million to ¥48,314 million per quarter while basic EPS has moved between ¥51.46 and ¥78.25. This gives investors a view of how the top line and per share earnings have tracked together as margins held up. See our full analysis for...

Nvidia CEO Jensen Huang joined President Donald Trump’s high-profile delegation to China at the last minute. The visit centers on AI chip trade, including Nvidia’s H200 products, and broader semiconductor market access discussions between US and Chinese officials. Chinese authorities have approved some purchases of Nvidia AI chips, although no shipments have been delivered so far. The trip comes while US export restrictions and Chinese domestic chip efforts are shaping the terms of...

PDF Solutions, Inc. ( NASDAQ:PDFS ) recently posted some strong earnings, and the market responded positively. We have...

This article looks at what the numbers indicate about whether TransDigm Group, at around US$1,201 per share, still offers value or whether most of the opportunity is already reflected in the price. The share price has fallen 2.6% over the last week and over the last 30 days, is down 11.6% year to date, and 7.7% over the past year, while the 3 year and 5 year returns stand at 71.4% and 146.0% respectively. Recent coverage of TransDigm Group has largely focused on its role within the broader...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

AOKI Holdings (TSE:8214) has reported its FY 2026 results with Q4 revenue of ¥63.2b and basic EPS of ¥67.87, alongside net income excluding extraordinary items of ¥5,712m. Over recent quarters, the company has seen revenue move from ¥46.5b and EPS of ¥21.43 in FY 2025 Q3 to ¥63.2b and EPS of ¥67.87 in FY 2026 Q4. Trailing 12 month EPS of ¥112.45 on revenue of ¥194.5b and net income of ¥9,461m highlights a profile where modest net margins and an unstable dividend record keep investor attention...

Boss Energy (ASX:BOE) has cut its FY26 production guidance for the Honeymoon uranium mine after heavy rainfall disrupted operations. This move has coincided with a steep share price decline over the past year. See our latest analysis for Boss Energy. At the latest share price of A$1.35, Boss Energy’s recent setbacks at Honeymoon and the lower FY26 production guidance have coincided with fading momentum, with the 30 day share price return down 21.74% and the 1 year total shareholder return...

GRAIL, Inc. has reported past first-quarter 2026 results, with sales of US$39.83 million and revenue of US$40.79 million, alongside a reduced net loss of US$93.19 million and lower basic loss per share versus a year earlier. The combination of higher revenue and a smaller net loss suggests GRAIL’s multi-cancer early detection business is scaling while expenses are being managed more tightly. We’ll now examine how GRAIL’s improved first-quarter loss profile influences its existing investment...

Azbil (TSE:6845) has wrapped up FY 2026 with fourth quarter revenue of ¥90.9 billion and basic EPS of ¥31.28, while the trailing twelve months show revenue of ¥298.9 billion and EPS of ¥75.76 alongside a net margin of 12.9% compared with 13.6% a year earlier. Over recent quarters, revenue has ranged from ¥62.1 billion to ¥90.9 billion with quarterly EPS between ¥10.08 and ¥33.71. These results are set against five year annual earnings growth of 17.6% and more modest forecasts of about 1.1%...

We wouldn't blame Allegion plc ( NYSE:ALLE ) shareholders if they were a little worried about the fact that Robert...

The Lottery Corporation Limited recently secured a 40-year extension of its Victorian Public Lottery Licence to 30 June 2068 and agreed to pay the State an upfront A$1.15 billion premium, while also flagging a shift in its dividend policy from FY27 to focus on NPATA before significant items. This long-dated, exclusive licence in Victoria locks in operating rights in a major lottery market and, together with a more cash-based dividend metric, reshapes how investors may think about the...

Sunbelt Rentals Holdings buyback puts capital returns in focus Sunbelt Rentals Holdings (SUNB) recently repurchased 75,000 shares as part of its ongoing US$1.5b buyback program, a move that puts capital allocation and shareholder returns in the spotlight for investors. See our latest analysis for Sunbelt Rentals Holdings. At a share price of US$76.07, Sunbelt Rentals Holdings has logged a 1 month share price return of 9.86% and a year to date share price return of 14.25%. Its 1 year total...

Mitsubishi Materials (TSE:5711) has wrapped up FY 2026 with Q4 revenue of ¥559.6b and basic EPS of ¥32.09, alongside trailing 12 month EPS of ¥310.56 on revenue of ¥1.84t, which included a one off loss of ¥35.8b that still left earnings up 19.1% over the year. Over recent quarters, the company has reported revenue of ¥478.4b in Q4 FY 2025, ¥431.4b in Q1 FY 2026, ¥398.5b in Q2, ¥454.6b in Q3 and ¥559.6b in Q4, with quarterly EPS shifting from a loss of ¥115.55 to ¥32.09 over the same period...

Danone (ENXTPA:BN) has been drawing attention after a recent share price slide, with the stock down about 9% over the past month and roughly 15% over the past 3 months. See our latest analysis for Danone. Looking beyond the latest slide, Danone’s share price has retreated over the year, with a year-to-date share price return of a 19.2% decline. However, its 3-year and 5-year total shareholder returns of 15.65% and 24.54% indicate that a more patient holder has still seen positive results. If...

SoftBank Group (TSE:9984) has just reported its FY 2026 results, with fourth quarter revenue of ¥2,079.4 billion and basic EPS of ¥323.46, capping off a year in which trailing twelve month revenue reached ¥7,798.7 billion and EPS came in at ¥877.76, alongside reported earnings growth of 340.9% over the past year. Over recent periods the company has seen revenue move from ¥7,057.2 billion on a trailing basis in FY 2025 to ¥7,243.8 billion a quarter later and then to ¥7,798.7 billion in FY...

Why 77 Bank’s upcoming board decisions matter for shareholders 77 Bank (TSE:8341) has called a board meeting for 13 May 2026 to discuss dividends, a possible revision of its shareholder return policy, and changes to officers alongside its fiscal 2026 results announcement. See our latest analysis for 77 Bank. Recent price action has been mixed, with the share price up 2.9% over the past week but slightly down over the past month, while a very large 1 year total shareholder return hints that...

Last week's earnings announcement from Vital Farms, Inc. ( NASDAQ:VITL ) was disappointing to investors, with a...

Despite announcing strong earnings, Onterris, Inc.'s ( NYSE:ONT ) stock was sluggish. We did some digging and found...

Savers Value Village, Inc.'s ( NYSE:SVV ) earnings announcement last week didn't impress shareholders. Despite the soft...

Shareholders appeared unconcerned with Cardinal Energy Ltd.'s ( TSE:CJ ) lackluster earnings report last week. We think...