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TSE:1945
TSE:1945Construction

Tokyo Energy & Systems (TSE:1945) One Off ¥1.9b Gain Tests Bullish Earnings Narratives

Tokyo Energy & Systems (TSE:1945) has put up a solid Q3 2026 print, with revenue of ¥21.95 billion and net income of ¥1.31 billion translating into basic EPS of ¥39.41, set against a year where reported earnings grew 137.5% and net profit margin over the trailing 12 months reached 5.9%. The company has seen quarterly revenue move from ¥15.92 billion in Q3 2025 to ¥21.95 billion in Q3 2026, while basic EPS shifted from ¥13.76 to ¥39.41 over the same stretch, as trailing 12 month EPS climbed...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Valuation Reassessed As AI Agent Fears Pressure Software Stocks

AI agent fears hit Datadog as markets reassess software stocks The latest AI model releases from Anthropic and OpenAI have sharpened worries that autonomous agents could replace traditional software. As a result, Datadog (DDOG) and its recurring revenue model are under closer investor scrutiny. See our latest analysis for Datadog. Datadog’s share price has been under pressure despite the latest AI headlines, with a 7 day share price return decline of 13.63% and a 90 day share price return...
NYSE:IEX
NYSE:IEXMachinery

Assessing IDEX (IEX) Valuation After Q4 Beat Driven By Health And Science Strength And Share Buybacks

IDEX (IEX) shares were in focus after the company reported fourth quarter 2025 results that topped market expectations, supported by strong Health & Science Technologies demand and continued share repurchases. See our latest analysis for IDEX. The latest earnings beat and ongoing share repurchases have arrived alongside strong momentum in the share price. The 30 day share price return is 14.43% and the 90 day share price return is 25.22%, even though the 1 year total shareholder return is...
NasdaqGS:VNET
NasdaqGS:VNETIT

Is VNET Group (VNET) Pricing Reflect Recent Data Center Momentum Fairly?

If you are wondering whether VNET Group shares are offering fair value at around US$11.20, you are not alone. This article is set up to help you frame that question clearly. The stock has returned 6.4% over the last 7 days, 7.5% over 30 days, 22.9% year to date and 24.4% over 1 year, while the 5 year return of 73.1% paints a different picture for longer term holders. Recent coverage of VNET Group has focused on its position in data center and cloud related services, as investors weigh how...