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Southern (SO) is back in focus after reporting earnings and revenue that came in ahead of analyst expectations. Both metrics showed positive surprises that helped fuel the recent share price move. See our latest analysis for Southern. The latest move takes Southern’s share price to $94.95, with a 1-day share price return of 2.58%, a 7-day share price return of 5.41% and a 30-day share price return of 6.81%. The 1-year total shareholder return of 14.66% and 5-year total shareholder return of...

Leonardo (BIT:LDO) is back in focus after two Asia based developments: a Letter of Intent with Indonesia for M-346F Block 20 aircraft and a helicopter manufacturing partnership with Adani Defence & Aerospace in India. See our latest analysis for Leonardo. These Asia focused agreements arrive after a mixed few months for Leonardo, with the share price at €54.08 and a 90 day share price return of 5.87% following a 30 day share price return decline of 8.37%. At the same time, longer term...

Why Unibail-Rodamco-Westfield is on investors’ radar today Unibail-Rodamco-Westfield (ENXTPA:URW) has drawn attention after recent share price moves, with the stock last closing at €99.46. That price now sits against a published intrinsic discount of 34.41%. See our latest analysis for Unibail-Rodamco-Westfield. Recent trading has been supported by a 1-month share price return of 8.63% and a 3-month share price return of 9.15%. The 1-year total shareholder return of 29.48% and 5-year total...

In early February 2026, DaVita Inc. reported fourth‑quarter 2025 revenue of US$3,619.79 million and full‑year 2025 revenue of US$13.64 billion, alongside a year-on-year decline in net income and earnings per share. Over the same period, DaVita completed very large share repurchase programs totaling more than US$7.45 billion since 2020, significantly shrinking its share count and underscoring management’s commitment to capital returns while it advances integrated, value-based kidney...

Earnings, dividend reset and leadership changes put Barrick Mining in focus Barrick Mining (TSX:ABX) has jumped onto investors’ radars after reporting 2025 results, unveiling a new dividend framework tied to free cash flow, and reshaping its leadership to support a planned IPO of North American gold assets. See our latest analysis for Barrick Mining. The flurry of 2025 earnings, dividend, buyback and leadership updates has come alongside a 1 day share price return of 5.63% and a 90 day share...

This article walks through the numbers so you can consider whether Bentley Systems' current share price reflects what the business is worth. At a last close of US$34.10, the stock has returned 2.8% over the past week. The 30 day, year to date, 1 year and 3 year returns of 12.9%, 10.6%, 27.4% and 15.4% respectively indicate that recent trading has not moved in a straight line. Recent coverage has focused on Bentley Systems' role in infrastructure and engineering software, including ongoing...

Bank of America Securities recently upgraded Hexcel from Underperform to Neutral, citing an improved outlook for widebody aircraft production and stronger demand for the company’s advanced composites from major manufacturers such as Airbus and Boeing. This shift in analyst sentiment, alongside Hexcel’s tighter focus on core carbon fiber capabilities and long-term aerospace relationships, highlights how industry recovery and portfolio refinement are reshaping expectations for the...

In February 2026, Roku reported fourth-quarter 2025 revenue of US$1,394.9 million and net income of US$80.48 million, capping its first full year of profitability with full-year revenue of US$4,737.25 million and net income of US$88.36 million. The results were fueled by accelerating, higher-margin platform revenue, outperformance in video advertising, and record premium subscription additions, while Roku outlined plans for bundled subscriptions, AI-enhanced ad tools, and further margin...

In early February 2026, Science Applications International Corporation updated its outlook, cutting expected fiscal 2027 revenue to between US$7.0 billion and US$7.20 billion from US$7.35 billion to US$7.55 billion, and signaled an organic revenue decline tied to procurement delays and unfavorable recompete outcomes. Management also outlined a shift toward more selective, technology‑focused bids and mission and engineering work, indicating a meaningful recalibration of how the company...

In February 2026, Adyen reported second-half 2025 results showing 21% constant-currency net revenue growth and 23% EBITDA growth with a 55% margin, while also expanding partnerships with brands like Starbucks, Uber, and accesso and launching its AI-driven Personalize checkout service. Despite these product advances and client wins, Adyen’s cautious 2026 outlook and softer-than-expected guidance for net revenue and margins raised questions about how currency headwinds, regional slowdowns, and...

Fortune Brands Innovations (NYSE:FBIN) appointed longtime board member and consumer products executive Amit Banati as CEO, effective May 2026. Banati will succeed Nicholas Fink, whose departure sets up a planned transition period for the company. Board chair Susan Kilsby will take on interim leadership responsibilities during the handover. The leadership change comes while the company is working through operational restructuring, margin pressures, and cost-saving efforts. For investors, the...

On February 11, 2026, TPG Inc. completed a long-term partnership with Jackson Financial Inc., including a US$500,000,000 common equity investment for roughly 6.5% of the company and a 10-year renewable investment management agreement. This deal meaningfully reshapes Jackson’s business mix by adding external asset-based finance and direct lending expertise to support its spread-focused annuity platform. Now we’ll examine how TPG’s US$500,000,000 equity infusion and investment management role...

AltaGas (TSX:ALA) is under scrutiny after applying to legalize 31 previously unpermitted expansion projects at its Ferndale terminal, which were built during a moratorium. This move is raising environmental, safety, and regulatory questions that investors are now watching closely. See our latest analysis for AltaGas. AltaGas shares trade at CA$44.95, with recent momentum reflected in a 9.50% 1 month share price return and a 6.57% year to date share price return. The 5 year total shareholder...

Why Dole’s award winning pineapple matters for stock watchers Dole (DOLE) just picked up a 2026 Best New Product Award for its Colada Royale Pineapple, a variety developed over 15 years. The recognition is putting fresh attention on how product launches might influence the stock. See our latest analysis for Dole. The award comes as the share price sits at US$15.91 and recent momentum has been positive, with an 8.7% 30 day share price return and a 13.3% 90 day share price return. The 1 year...

Tess Holdings Ltd (TSE:5074) has put another uneven stretch on the board, with Q1 2026 revenue at ¥12.7 billion and basic EPS of ¥0.35, set against a trailing twelve month basic EPS loss of ¥6.45. The company has seen revenue move from ¥7.8 billion in Q4 2024 to ¥8.3 billion in Q1 2025 and then to ¥9.9 billion in Q4 2025 before reaching ¥12.7 billion in Q1 2026. Quarterly EPS has swung between a loss of ¥17.21 and a gain of ¥9.70, leaving investors focused on how quickly margins can stabilise...

If you are asking yourself whether McGraw Hill is priced attractively right now, this article will walk through what the current share price might be implying about the business. The stock last closed at US$13.67, with a recent 7 day return of 8.3%, a 30 day return of 5.7% decline, and a year to date return of 16.4% decline, which may have caught your eye if you are watching for changing risk and reward. Recent evergreen coverage interest around McGraw Hill has focused on how the market is...

In February 2026, Ibiden Co., Ltd. approved a roughly ¥500 billion, three-year capital investment plan to expand production of high-performance IC package substrates for AI and high-performance servers, while also reporting higher nine-month sales and net income and guiding to a lower year-end dividend. The scale of this multiyear capacity build-out, focused on AI-related server demand, marks a significant shift in how Ibiden is positioning its electronics business for its 2030 goals. Next,...

Exact Sciences (EXAS) just reported its FY 2025 numbers with fourth quarter revenue of US$878.4 million, a basic EPS loss of US$0.45 and net income loss of US$86.0 million, while on a trailing twelve month basis revenue came in at about US$3.2 billion with a basic EPS loss of US$1.10 and a net income loss of US$207.9 million. The company has seen quarterly revenue move from US$713.4 million in Q4 2024 to US$878.4 million in Q4 2025, with basic EPS losses over that span ranging from US$4.67 to...

NCR Atleos award puts AI driven ATM capabilities in focus NCR Atleos (NATL) recently received the ATM Industry Association's Peter Kulik Innovation Award for its Intelligent Diagnostics platform, an AI based system that targets more accurate and efficient ATM service resolution. See our latest analysis for NCR Atleos. The award comes as NCR Atleos shares trade at $42.24, with recent AI driven product news and contract renewals, such as the Heart of England Co operative deal, coinciding with a...

NewMarket (NYSE:NEU) is seeing strong momentum in its Specialty Materials segment, helped by the acquisition of Calca Solutions and higher volumes at AMPAC. The company is contending with softer conditions and inflation pressures in its core Petroleum Additives business. NewMarket is putting capital into technology and capacity expansion while also returning substantial cash to shareholders. NewMarket, trading at about $592.8, has delivered a 67.3% return over 5 years and 82.1% over 3...

Illumina (NasdaqGS:ILMN) has partnered with the San Diego Zoo Wildlife Alliance to sequence and analyze thousands of endangered animal genomes. The collaboration centers on the world's largest biobank for endangered species, with the aim of supporting global wildlife conservation efforts. The project is expected to enable broad access to genomic data for conservation scientists and biodiversity managers. For investors watching Illumina, this move highlights how its sequencing platforms and...

Waste Connections (WCN) has drawn fresh attention after reporting fourth quarter and full year 2025 results that exceeded Wall Street expectations, along with margin expansion, active acquisitions, capital returns, and cautiously positive 2026 guidance. See our latest analysis for Waste Connections. Despite the upbeat earnings, buybacks and a confirmed quarterly dividend, the share price at US$160.26 reflects recent pressure. The 30 day share price return shows a decline of 4.1% and the 1...

In recent months, YETI Holdings reported solid quarterly results, but analysts highlighted that its long-term revenue growth has lagged sector expectations and that projections indicate weaker free cash flow margins and a lower return on invested capital ahead. This combination of resilient near-term performance with signs of pressure on future profitability has drawn attention to how effectively YETI can convert its strong brand into sustained, high-quality cash generation. We’ll now...

South Bow Corp. (TSX:SOBO) has completed its root cause analysis of the Keystone Pipeline failure. The company identified a long seam weld fatigue crack, made worse by hydrogen exposure, as the key cause. South Bow is rolling out remedial actions under the supervision of regulators. For you as an investor, this update goes to the core of how South Bow manages risk in its pipeline business. Midstream operators sit at the heart of energy transport, where asset integrity, regulatory...