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NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Why Moderna (MRNA) Is Down 6.9% After Judge Lets US$5 Billion Patent Lawsuit Proceed

In late January 2026, a U.S. District Judge ruled that Moderna must face a US$5 billion patent-infringement lawsuit over its COVID-19 vaccine technology, denying the company’s attempt to claim government immunity for most of the doses supplied. The case centers on whether Moderna’s Spikevax formulation used lipid nanoparticle molar ratios covered by Arbutus and Genevant patents, making it a closely watched test of how intellectual property rights apply to rapidly developed pandemic-era...
TSX:ATZ
TSX:ATZSpecialty Retail

Should Aritzia’s C$200 Million Follow-On Equity Offering Reshape Capital Structure Thinking For (TSX:ATZ) Investors?

In late January 2026, Aritzia Inc. completed a follow-on equity offering of 1,537,000 subordinated voting shares, raising approximately C$200.12 million at C$130.20 per share with a C$5.21 discount per share. This additional equity capital can affect existing shareholders by altering ownership percentages while potentially funding growth initiatives or strengthening Aritzia’s balance sheet. Next, we’ll examine how this follow-on equity offering shapes Aritzia’s investment narrative,...
NYSE:BROS
NYSE:BROSHospitality

Will Dutch Bros’ (BROS) Aggressive Expansion and New Menu Strategy Reshape Its Long-Term Narrative?

Dutch Bros reported strong quarterly results with revenue and same-store sales growth and revealed plans to accelerate openings to 175 new shops in 2026 as it pushes further into markets like the Midwest and Southeast. This growth push is being reinforced by expanding index inclusion, new product launches such as the Pink Velvet Mocha, and ongoing drive-thru rollouts across emerging regions. We’ll now examine how this combination of accelerated shop openings and fresh menu innovation shapes...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

InterDigital (IDCC) Net Margin Near 49% Reinforces Bullish Profitability Narratives

InterDigital (IDCC) has wrapped up FY 2025 with Q4 revenue of US$158.2 million and basic EPS of US$1.67, rounding out a year where trailing twelve month revenue came in at US$834.0 million and EPS reached US$15.77. The company has seen quarterly revenue move from US$128.7 million in Q3 2024 to US$252.8 million in Q4 2024, then to US$210.5 million in Q1 2025, US$300.6 million in Q2, US$164.7 million in Q3 and US$158.2 million in Q4. Basic EPS over the same stretch went from US$1.36 to US$5.23,...
NasdaqCM:ISBA
NasdaqCM:ISBABanks

Isabella Bank (ISBA) Net Margin Strength Reinforces Bullish Community Narratives

Isabella Bank (ISBA) has wrapped up FY 2025 with fourth quarter revenue of US$20.7 million and EPS of US$0.64, set against trailing 12 month revenue of US$75.0 million and EPS of US$2.56, giving investors a clear read on both the latest quarter and the broader run rate. Over recent periods the bank has seen revenue move from US$18.2 million in Q1 2025 to US$20.7 million in Q4 2025, while trailing 12 month EPS has shifted from US$1.98 at the start of the year to US$2.56 by Q4. This helps frame...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Assessing F5 (FFIV) Valuation After Upgraded 2026 Growth Outlook And Strong First Quarter Results

F5 (FFIV) is back in focus after raising its fiscal 2026 revenue growth outlook to 5% to 6%, alongside first quarter results that showed higher revenue, net income, and earnings per share year on year. See our latest analysis for F5. The recent guidance upgrade and quarterly results appear to have supported sentiment, with a 90 day share price return of 12.55% and a 3 year total shareholder return of 90.75%, even though the 1 year total shareholder return is down 9.79%. This suggests momentum...
TSX:TFII
TSX:TFIITransportation

Is TFI International’s (TSX:TFII) Dividend Hike a Quiet Signal About Its Cash Flow Durability?

In recent months, TFI International increased its quarterly dividend by 4.4% to C$0.47 per share and communicated confidence in its free cash flow, even as freight markets remain soft and analysts expect year-over-year declines in earnings and revenue for the upcoming quarter. This combination of higher shareholder payouts and an argument that the market is misreading freight recession risks has sharpened investor focus on TFI International’s cash-generating business model. We’ll now examine...
NYSE:BABA
NYSE:BABAMultiline Retail

How Stronger Cloud and AI Momentum At Alibaba Group Holding (BABA) Has Changed Its Investment Story

In recent days, Alibaba Group Holding reported a stronger-than-expected second quarter, with overall revenue rising about 5% year over year and its cloud division advancing 34% on the back of higher AI and enterprise demand. Together with fresh investments in its Qwen AI app and Cainiao’s tie-up with Zelos Technology on L4 autonomous logistics, these results underscore how Alibaba is knitting AI, cloud, and automation deeper into its core commerce and infrastructure ecosystem. Next, we’ll...
NasdaqGS:SENE.A
NasdaqGS:SENE.AFood

Seneca Foods (SENE.A) Margin Rebound Challenges Longstanding Bearish Earnings Narratives

Seneca Foods (SENE.A) has put up a punchy Q3 2026 print, with revenue of US$508.3 million and basic EPS of US$6.55, alongside trailing 12 month revenue of US$1.6 billion and EPS of US$13.11 that reflect the strong 134.8% earnings growth reported over the past year. The company has seen revenue move from US$502.9 million and EPS of US$2.12 in Q3 2025 to US$508.3 million and EPS of US$6.55 in Q3 2026, and those results sit on top of a trailing net profit margin that improved to 5.6% from 2.5% a...
NYSE:HTH
NYSE:HTHBanks

Hilltop Holdings (HTH) Lifts Dividend and Buybacks Is This Capital Return Mix Truly Investor Friendly?

Hilltop Holdings Inc. recently reported fourth-quarter and full-year 2025 results, showing higher net interest income and net income year-over-year, while also disclosing increased net charge-offs in the fourth quarter. On the same day, the board approved an 11% increase in the quarterly dividend to US$0.20 per share and authorized a new US$125 million share repurchase program following the completion of a prior buyback covering 9.05% of shares. We’ll now examine how the dividend hike and...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde (LIN) Margin Hold At 20.3% Tests Bullish Profit Growth Narratives

Linde (LIN) closed out FY 2025 with Q4 revenue of US$8.8b and basic EPS of US$3.28, alongside trailing twelve month revenue of US$34.0b and EPS of US$14.69 that frame a steady earnings profile through the year. The company has seen quarterly revenue range from US$8.1b to US$8.8b and basic EPS move between US$3.28 and US$4.11 across 2025, giving investors a clear view of how the topline and per share earnings have tracked into the latest print. With net profit margins at 20.3% and edging...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet AI Doc Ingest Launch Highlights Valuation Gap And Workflow Focus

FactSet Research Systems (NYSE:FDS) has launched the beta version of AI Doc Ingest for its Cobalt platform. The new tool focuses on automating data extraction from portfolio company documents for private capital managers. AI Doc Ingest removes client-side model training and aims to reduce manual work in reporting workflows. FactSet Research Systems, trading at $207.32, is rolling out AI Doc Ingest at a time when its share price has seen pressure, with a 55.1% decline over the past year and...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Is It Too Late To Consider Airbus (ENXTPA:AIR) After Recent Share Price Pullback?

If you are wondering whether Airbus shares still offer value after a strong multi year run, or if most of the upside is already priced in, this article will walk you through the numbers so you can judge for yourself. Airbus closed at €191.30, with a 1.1% decline over the last 7 days, a 10.5% decline over 30 days and a 6.1% decline year to date, set against a 17.2% return over 1 year, 77.5% over 3 years and 122.0% over 5 years. These returns frame the current debate about whether the share...
TSX:EFR
TSX:EFROil and Gas

Assessing Energy Fuels (TSX:EFR) Valuation After US Nuclear Fuel And Rare Earth Policy Moves

Energy Fuels (TSX:EFR) is back in focus after major U.S. policy moves on nuclear fuel and rare earth supply chains, with investor attention clustering around uranium enrichment and rare earth stockpiling plans. See our latest analysis for Energy Fuels. The latest CA$29.0 share price comes after a sharp one day share price return of 7.57%, adding to a 30 day share price return of 10.31% and a 90 day share price return of 31.94%. The very large 1 year total shareholder return of almost 3x...
NYSE:GHM
NYSE:GHMMachinery

Graham (GHM) Earnings Growth And 6.3% Margin Test Bullish Narratives

Graham (GHM) has posted Q3 2026 revenue of US$56.7 million with basic EPS of US$0.26, alongside trailing twelve month revenue of US$237.6 million and EPS of US$1.36, giving investors a clear view of both the latest quarter and the broader run rate. Over recent quarters the company has seen revenue move from US$47.0 million in Q3 2025 to US$56.7 million in Q3 2026, while quarterly EPS shifted from US$0.15 to US$0.26 and trailing net income reached US$14.9 million. This sets up the results as a...
NYSE:DHR
NYSE:DHRLife Sciences

Do Danaher’s Bioprocessing Gains and Buybacks Reveal a Sharper Strategic Focus for DHR?

Danaher Corporation recently reported full-year 2025 results, with sales rising to US$24.57 billion while net income and earnings per share from continuing operations declined modestly versus the prior year. Management pointed to resilient demand in bioprocessing consumables and diagnostics, alongside renewed share buybacks and 2026 guidance, underscoring its focus on innovation and productivity amid muted but stable research funding. We’ll now explore how Danaher’s emphasis on bioprocessing...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Assessing Intuitive Surgical (ISRG) Valuation After Strong Q4 Results And New da Vinci 5 Cardiac Clearance

Event driven interest in Intuitive Surgical Intuitive Surgical (ISRG) is back in focus after better than expected fourth quarter results and fresh FDA clearance expanding da Vinci 5 into cardiac procedures, prompting investors to reassess the stock’s risk reward profile. See our latest analysis for Intuitive Surgical. Despite the latest 2.5% 1 day share price return taking Intuitive Surgical to $488.15, the 30 day share price return of 17.6% and 1 year total shareholder return of 16.3%...
BME:IBE
BME:IBEElectric Utilities

Assessing Iberdrola’s (BME:IBE) Valuation After Expanding Its JV Solar Capacity To 1,500 MW

Why Iberdrola’s JV expansion is back on investors’ radar Iberdrola (BME:IBE) has folded 646 MW of solar capacity into its joint venture with Norges Bank Investment Management, taking the partnership’s operational renewables portfolio to 1,500 MW across Spain and Portugal. See our latest analysis for Iberdrola. The JV expansion comes after a strong run in Iberdrola’s shares, with the stock at €19.365 and a 90 day share price return of 9.78%, while the 1 year total shareholder return of 48% and...
NYSE:IRT
NYSE:IRTResidential REITs

Is Independence Realty Trust (IRT) Offering Value After Recent Share Price Weakness?

If you are wondering whether Independence Realty Trust is attractively priced right now, you are not alone. This article focuses squarely on what you might be paying for each dollar of its fundamentals. The share price last closed at US$16.60, with returns of a 0.6% decline over 7 days, a 4.0% decline over 30 days, a 5.7% decline year to date and a 13.4% decline over 1 year, compared with a 34.4% gain over 5 years. These mixed return figures sit against a backdrop of ongoing interest in...
NYSE:AMCR
NYSE:AMCRPackaging

Assessing Amcor (AMCR) Valuation After Earnings Beat Berry Synergies And 2026 Guidance Reaffirmation

Amcor (AMCR) is back in focus after its latest quarterly update, where earnings came in ahead of expectations, revenue reflected the impact of the Berry acquisition, and management reaffirmed guidance for fiscal 2026. See our latest analysis for Amcor. The share price has reacted positively to this earnings beat and dividend increase, with a 1 day share price return of 2.97% and a 30 day share price return of 14.69%. The 1 year total shareholder return of 1.79% and 5 year total shareholder...