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NYSE:KEYS
NYSE:KEYSElectronic

Keysight Technologies (KEYS) Is Up 27.8% After Strong Q1 And AI Data Center Momentum - Has The Bull Case Changed?

In late February 2026, Keysight Technologies reported first-quarter revenue of US$1.60 billion and net income of US$281 million, issued second-quarter guidance implying very strong year-on-year growth, and highlighted demand from AI data centers, next-generation connectivity, and defense as key drivers. Beyond the headline beat, Keysight’s flurry of new test solutions for AI data centers, 6G, satellite connectivity, and intelligent AI-RAN at Mobile World Congress 2026 underscored how deeply...
SGX:544
SGX:544IT

CSE Global (SGX:544) Margin Improvement To 3.9% Puts Premium P/E Narrative To The Test

CSE Global (SGX:544) has released fresh numbers for FY 2025, reporting first half revenue of S$440.9 million and basic EPS of S$0.0231 in its latest earnings update. The company’s revenue has moved from S$428.9 million in 1H 2024 to S$440.9 million in 1H 2025, while basic EPS has remained at S$0.0231 over the same periods, set against a trailing twelve month backdrop of S$968.9 million in revenue and S$0.0526 in EPS. For investors, an important consideration is how sustainably CSE Global can...
NYSE:PM
NYSE:PMTobacco

Philip Morris Targets Smoke Free Majority As Valuation Shows Apparent Discount

Philip Morris International (NYSE:PM) is accelerating its shift away from combustible cigarettes toward smoke free products. The company is highlighting rapid growth for its oral nicotine brand Zyn as a key part of this transition. PMI has expanded smoke free offerings into more than 100 markets as part of this push. The company has set an internal target for around two thirds of its revenue to come from smoke free products by 2030. For you as an investor, this marks a meaningful phase for...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Frontdoor (FTDR) Q4 EPS Drop To US$0.03 Tests Bullish Margin Stability Narrative

Frontdoor FY 2025 earnings set the stage for the next chapter Frontdoor (FTDR) has reported its FY 2025 figures, with fourth quarter revenue at US$433 million and basic EPS of US$0.03, alongside trailing twelve month revenue of about US$2.1 billion and EPS of US$3.49 providing the broader context. The company’s quarterly revenue has moved from US$382 million and EPS of US$0.12 in Q4 2024 to US$433 million and EPS of US$0.03 in Q4 2025. Trailing twelve month net income has ranged between...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Is It Too Late To Consider Five Below (FIVE) After A 157% One Year Rally?

If you are wondering whether Five Below’s current share price still offers value after a strong run, you are not alone. The stock recently closed at US$225.12, with returns of 4.2% over 7 days, 20.2% over 30 days, 16.4% year to date and 157.5% over 1 year. This naturally raises questions about the balance between return potential and risk. Recent coverage around Five Below has focused on its position as a discount retailer and how investors are thinking about consumer spending and store...
ASX:MFG
ASX:MFGCapital Markets

Is Magellan (ASX:MFG) Prioritising Shareholder Rewards Over Resilience With Higher Dividends Amid Softer Earnings?

Magellan Financial Group recently reported half-year results to 31 December 2025 showing revenue of A$121.05 million and net profit of A$68.94 million, while completing a buyback of 18,035,473 shares for A$165.16 million and declaring a cash dividend of A$0.395 per share payable in March 2026. Despite lower earnings than the prior year, the company lifted its interim dividend and continued sizable capital returns via buybacks, highlighting management’s current capital allocation priorities...
NYSE:ELV
NYSE:ELVHealthcare

Will Leadership Changes at Carelon Reshape Elevance Health’s (ELV) Margin-Expansion Ambitions?

Elevance Health recently announced that Peter D. Haytaian will transition from his role as Executive Vice President and President of Carelon, shifting to a Special Advisor position through the end of 2026 to support leadership transition and operational continuity in its health services division. Haytaian’s planned departure, combined with expanded responsibilities for other senior leaders, comes as Elevance reaffirms its 2026 earnings guidance and continues to position Carelon at the center...
SEHK:659
SEHK:659Industrials

CTF Services (SEHK:659) One Off HK$2.4b Gain Tests Quality Of Earnings Narrative

CTF Services (SEHK:659) has opened H1 2026 with revenue of HK$12.2b and basic EPS of HK$0.23, against a backdrop where trailing 12 month figures point to HK$25.0b in revenue and EPS of HK$0.53. Over recent half year periods the company has seen revenue move from HK$12.4b in H2 2024 to HK$12.1b in H1 2025 and HK$12.2b in H2 2025, while EPS has shifted from HK$0.25 to HK$0.26 and then HK$0.23, placing this latest result within a steady earnings season narrative. With trailing net margins framed...
NYSE:OUT
NYSE:OUTSpecialized REITs

Outfront Media (OUT) Q4 FFO Strength Tests Bearish Margin Concerns

OUTFRONT Media (OUT) closed out FY 2025 with Q4 revenue of US$513.3 million and basic EPS of US$0.57, alongside funds from operations of US$136.9 million, putting the focus squarely on how its core out of home platform is translating into cash generation. Over recent quarters the company has seen revenue move from US$390.7 million in Q1 2025 to US$467.5 million in Q3 and US$513.3 million in Q4, while basic EPS shifted from a loss of US$0.14 in Q1 to US$0.29 in Q3 and US$0.57 in Q4. This gives...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

LeMaitre Vascular (LMAT) Margin Expansion Challenges Cautious Growth Narratives After FY 2025 Results

LeMaitre Vascular (LMAT) closed out FY 2025 with Q4 revenue of US$64.5 million and EPS of US$0.69, while trailing 12 month revenue reached US$249.6 million and EPS came in at US$2.55 on net income of US$57.7 million. Over the past six reported quarters, the company has seen quarterly revenue move from US$54.8 million in Q3 2024 to between roughly US$59.9 million and US$64.5 million in FY 2025, with quarterly EPS ranging from US$0.49 to US$0.77. This points to a story where higher earnings are...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Analog Devices Strong Beat And Dividend Hike Confront Lofty Valuation Concerns

Analog Devices (NasdaqGS:ADI) reported very strong quarterly revenue and earnings, with growth outpacing peers. The company announced an 11% dividend increase, reinforcing its focus on shareholder returns. These results highlight solid momentum across core business segments and confidence in future performance. For investors watching NasdaqGS:ADI, the latest update comes alongside a share price of $354.35 and robust recent gains, including 16.6% over the past month and 60.9% over the past...
ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

Assessing Exosens (ENXTPA:EXENS) Valuation After Strong 2025 Results And New Growth Contracts

Exosens (ENXTPA:EXENS) is back in the spotlight after reporting 2025 sales of €468.2 million and net income of €42.7 million, alongside new 2026 revenue guidance and a proposed €0.30 per share dividend. See our latest analysis for Exosens. The latest earnings beat, new 2026 revenue guidance and the proposed €0.30 dividend appear to be feeding into strong momentum, with a 30 day share price return of 15.99% and a 1 year total shareholder return of 151.14% at a €62.4 share price. If this kind...
ASX:LTR
ASX:LTRMetals and Mining

Liontown (ASX:LTR) Valuation Check As Board Leadership Changes With Ian Wells’ Resignation

Board change puts governance in focus for Liontown (ASX:LTR) Liontown (ASX:LTR) has attracted fresh attention after Lead Independent Non-Executive Director Ian Wells resigned, effective 31 March 2026, to become Chief Financial Officer and Group Executive Strategy at Aurizon Holdings. Wells has chaired Liontown’s Audit & Risk Committee and sat on the Remuneration & Nomination Committee during a period that included construction completion and production ramp up at the Kathleen Valley lithium...
NasdaqGS:LI
NasdaqGS:LIAuto

Li Auto’s Deeper EU Integration Might Change The Case For Investing In Li Auto (LI)

Earlier this week, Li Auto joined the Brussels-based China Chamber of Commerce to the EU as a full member, deepening its European expansion through an R&D center in Munich, new overseas retail locations, and hiring local sales leaders to build a compliant, localized operation. This move signals Li Auto’s push to shift from reliance on parallel exports toward direct engagement with EU regulators and premium competitors, potentially reshaping its role in the global EV landscape. We’ll now...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Earnings Growth And 18% Margin Test Slowing Growth Narrative

Salesforce FY 2026 earnings snapshot Salesforce (CRM) has just wrapped up FY 2026 with Q4 revenue of US$11.2b and basic EPS of US$2.08, setting the tone for a year where investors are watching how top line scale and per share profitability move together. The company has seen quarterly revenue move from US$9.8b in Q1 FY 2026 to US$11.2b in Q4, with basic EPS ranging from US$1.61 to US$2.20 over the same stretch. Trailing 12 month revenue reached US$41.5b and EPS came in at US$7.85. Taken...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Is Huron Consulting Group (HURN) Attractively Priced After Recent Share Pullback?

If you are wondering whether Huron Consulting Group shares are attractively priced or asking too much, you are in the right place for a clear look at value. The stock most recently closed at US$143.29, with returns of 9.4% over 7 days, a 15.7% decline over 30 days, a 16.2% decline year to date, and a 4.2% decline over 1 year, set against a 73.0% return over 3 years and 174.7% over 5 years. Recent news around Huron has focused on its role as a consulting partner helping organizations handle...
SGX:8AZ
SGX:8AZElectronic

Aztech Global (SGX:8AZ) Margin Drop To 9.3% Puts Earnings Quality Narratives Under Scrutiny

Aztech Global (SGX:8AZ) has wrapped up FY 2025 with fourth quarter revenue of S$113.6 million and basic EPS of S$0.0171, as investors weigh these fresh numbers against a current share price of S$0.755 and recent shifts in profitability. The company has seen quarterly revenue move from S$81.7 million in Q4 2024 to a range of S$42.0 million to S$143.4 million across FY 2025. Over the same quarters, basic EPS has ranged between S$0.0019 and S$0.0189, setting up a results season where margins and...
NasdaqGM:LRMR
NasdaqGM:LRMRBiotechs

Larimar Therapeutics (LRMR) Is Up 85.9% After Breakthrough Status For Nomlabofusp In Friedreich’s Ataxia

In February 2026, Larimar Therapeutics announced that the FDA granted Breakthrough Therapy Designation to nomlabofusp for treating adults and children with Friedreich’s ataxia, while the company advanced plans for an accelerated Biologics License Application supported by skin frataxin as a novel surrogate endpoint. This combination of expedited regulatory status and FDA alignment on using a new biomarker underscores how central nomlabofusp has become to Larimar’s clinical and regulatory...
NYSE:LVS
NYSE:LVSHospitality

Is It Time To Reassess Las Vegas Sands (LVS) After Its Recent Share Price Pullback

If you are wondering whether Las Vegas Sands is offering fair value at its current share price, you are not alone. This article walks through how that price stacks up against several valuation checks. The stock last closed at US$55.95, with returns of a 3.7% decline over 7 days, a 7.3% decline over 30 days, a 14.2% decline year to date, and a 30.6% gain over the past year. This can signal that market sentiment has shifted over different time frames. Recent moves in Las Vegas Sands shares...
NYSE:PII
NYSE:PIILeisure

Is Polaris’ Tech-Loaded 2026 Slingshot Strategy Shaping a More Premium PII Investment Story?

Earlier this week, Polaris Slingshot unveiled its 2026 Signature Edition, a limited-run, high-performance model featuring color-shifting Golden Steel and Black Crystal paint, an immersive Rockford Fosgate audio-lighting system, and RIDE COMMAND+ connectivity, with prices starting at US$36,999 and shipments already reaching dealers in limited quantities. The launch underscores Polaris’s push further into tech-rich, premium-priced powersports offerings, potentially reinforcing its focus on...
NYSE:LAZ
NYSE:LAZCapital Markets

Assessing Lazard (LAZ) Valuation After Profitability Squeeze And Insider Selling

Lazard (LAZ) is back in focus after its latest quarterly report, which paired revenue expansion with a sharp squeeze on profitability, while insider selling by key executives over the past six months added another layer for investors to weigh. See our latest analysis for Lazard. At a share price of $52.91, Lazard has paired a 1 day share price return of 2.4% with a 7 day gain of 3.6%. Its 1 year total shareholder return of 13.5% and 5 year total shareholder return of 70.3% point to momentum...
TSX:FTG
TSX:FTGElectronic

Why Firan Technology Group (TSX:FTG) Is Up 19.5% After Earnings-Driven Sales and Profit Gains

In February 2026, Firan Technology Group Corporation reported full-year results for the period ended November 30, 2025, with sales of CA$191 million and net income of CA$13.08 million, both higher than the prior year. The combination of higher sales, stronger earnings and unchanged buyback activity highlights that recent performance has been driven by operations rather than capital returns. Next, we’ll examine how this earnings-driven increase in sales and net income affects Firan Technology...
NYSE:IDT
NYSE:IDTTelecom

Expanded Buybacks And Margin Focus Might Change The Case For Investing In IDT (IDT)

IDT Corporation, a global fintech and communications provider, recently expanded its share repurchase program after reporting resilient results across its telecom and fintech operations, while also setting its second-quarter fiscal 2026 results release and earnings call for March 10, 2026. This combination of sustained operating discipline, margin-focused execution, and increased buybacks underscores management’s conviction in the company’s intrinsic value and cash-generation profile. We’ll...
NYSE:MKL
NYSE:MKLInsurance

Markel Group Leadership Shift And Shareholder Rights Change Under Market Lens

Markel Group (NYSE:MKL) has reshaped its senior ranks, appointing Simon Wilson and Andrew Crowley as Executive Vice Presidents and promoting Amy McCann to Chief Administrative Officer, while long-serving EVP and COO Mike Heaton exits the company. The Board has amended the bylaws to let shareholders holding at least 25% of voting power for one year call special meetings, changing how investors can engage with the company. For investors watching Markel Group, these governance and leadership...