NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Aeva Technologies (AEVA) Is Up After $100 Million Apollo Investment and D2 Partnership Announcement

Aeva Technologies announced a US$100 million investment from Apollo Global Management and revealed an exclusive partnership with D2 Traffic Technologies to advance its 4D LiDAR-based smart infrastructure solutions in the United States. This move supports Aeva’s shift from a LiDAR component supplier to a provider of integrated sensing, perception, and analytics systems for traffic management. We’ll explore how Aeva’s exclusive partnership with D2 Traffic Technologies shapes its position in...
TSE:4114
TSE:4114Chemicals

Dividend Cut and Earnings Lift Might Change the Case for Investing in Nippon Shokubai (TSE:4114)

Nippon Shokubai Co., Ltd. recently announced a reduction in its dividend for both the second quarter ended September 2025 and the fiscal year ending March 2026, alongside a slight increase in earnings guidance for the upcoming fiscal year. The combination of a more conservative dividend outlook and a modestly improved profit forecast highlights the company’s changing approach to balancing shareholder returns with operational performance. With both dividend policy and earnings guidance...
TSX:AP.UN
TSX:AP.UNOffice REITs

Will Allied Properties REIT’s (TSX:AP.UN) Major Lease at The Well Redefine Its Competitive Edge?

Allied Properties Real Estate Investment Trust and RioCan recently announced a major office leasing update for The Well in Toronto, with a Canadian company securing a long-term lease for over 124,000 square feet and exclusive rooftop signage rights at 460 Front Street West. This significant transaction, accompanied by a marked reduction in available sublease office space to just 10%, highlights heightened demand and renewed momentum in Allied's core office portfolio. We'll explore how the...
TSE:1808
TSE:1808Consumer Durables

Why HASEKO (TSE:1808) Is Up 5.6% After Raising Profit Forecasts and Boosting Dividends

Earlier this month, HASEKO Corporation raised its full-year consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2026, citing stronger-than-expected profitability in condominium construction contracts, and declared a higher interim dividend of ¥45 per share for the second quarter ended September 30, 2025. This combination of upwardly revised profit expectations and a boosted dividend highlights management's increased confidence in both near-term...
SWX:BARN
SWX:BARNFood

Barry Callebaut (SWX:BARN): Unpacking Valuation on Goldman Sachs Buy Rating and Turnaround Signals

Barry Callebaut (SWX:BARN) stock came into focus after Goldman Sachs initiated coverage with a Buy rating, signaling increased attention from market participants. This move suggests broader confidence in the company’s mid-term prospects and ongoing transformation. See our latest analysis for Barry Callebaut. Momentum has started to build for Barry Callebaut, with its strategic partnership with NotCo AI and a recently affirmed dividend highlighting its transformation agenda. While the 90-day...
CPSE:RBREW
CPSE:RBREWBeverage

Did Royal Unibrew's (CPSE:RBREW) High-End EBIT Guidance Shift Its Investment Narrative?

Royal Unibrew reported its third quarter 2025 earnings, showing sales of DKK4.30 billion and net income of DKK558 million, with full-year guidance maintained and EBIT growth now expected at the high end of its target range. The company managed to expand revenues despite lower net income, emphasizing operational focus on efficiency and margin expansion going into the rest of the year. We'll explore how maintaining high-end EBIT growth guidance could influence Royal Unibrew's future prospects...
NYSE:FLUT
NYSE:FLUTHospitality

Flutter Entertainment (NYSE:FLUT): Evaluating Valuation After Q3 Earnings Jump and Updated Revenue Guidance

Flutter Entertainment (NYSE:FLUT) just released its third quarter earnings, revealing higher sales along with a steeper net loss compared to last year. The company also updated its revenue guidance and announced progress with its ongoing share buyback program. See our latest analysis for Flutter Entertainment. While Flutter’s Q3 earnings brought a jump in revenue and fresh guidance, the share price has struggled lately and has fallen 22.8% over the past month as investors weigh higher losses...
ENXTBR:RET
ENXTBR:RETRetail REITs

What Retail Estates (ENXTBR:RET)'s Rising Half-Year Net Income Means For Shareholders

Retail Estates N.V. recently reported earnings for the half year ended September 30, 2025, with sales of €72.84 million and net income of €47.15 million, both up from the same period last year. This higher net income suggests operational gains that may draw attention to the company's performance in the retail property sector. We'll explore how the improvement in net income highlights Retail Estates' current investment narrative and outlook within its market segment. Uncover the next big...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Red Rock Resorts (RRR): Evaluating Valuation After Recent Shift in Share Price Momentum

Red Rock Resorts (RRR) shares have experienced a downward trend over the past month, even though the stock has recorded a year-to-date gain of 22%. Investors are taking a closer look at the company’s longer-term growth metrics in light of recent price changes. See our latest analysis for Red Rock Resorts. Red Rock Resorts’ share price momentum has cooled recently, with a 7.9% drop over the past month and a 1.0% dip in the last trading day, despite a strong 22% year-to-date share price return...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Is Sterling Infrastructure Fairly Priced After Its 99% Surge and Major Contract Wins?

Wondering if Sterling Infrastructure is still a bargain after its explosive run? You are not alone, and digging into the numbers reveals some surprises most investors miss. This year alone, the stock has soared 99.2%, capping off an eye-popping 5-year gain of 1930.2%. Momentum has cooled a bit, with a -12.2% dip over the last week. Recent headlines have spotlighted Sterling's wins in major infrastructure contracts and ongoing government investments in construction. These factors have fueled...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Is Palomar Holdings’ (PLMR) Profit Surge a Sign of Enduring Competitive Edge in Insurance?

Palomar Holdings, Inc. recently reported third quarter and nine-month earnings, revealing substantial year-over-year increases in both revenue and net income, with revenue for the quarter at US$244.66 million and net income at US$51.46 million. These results show not only strong operational momentum, but also highlight the company's ability to achieve higher profitability levels during a period of challenging conditions for the broader insurance sector. With quarterly net income rising...
TSE:1925
TSE:1925Real Estate

Daiwa House Industry (TSE:1925): Revisiting Valuation After Earnings Upgrade and Major U.S. Land Sale

Daiwa House Industry (TSE:1925) announced a raised full-year earnings and dividend outlook for fiscal 2026, indicating stronger-than-anticipated results. This follows a major U.S. land sale and solid progress in real estate sales. See our latest analysis for Daiwa House Industry. Daiwa House Industry's recent profit upgrade, powered by a major U.S. land sale and stronger real estate sales, comes as the stock continues its solid performance. Although short-term share price returns have slowed,...
NYSE:CRBG
NYSE:CRBGDiversified Financial

How Does Corebridge Financial’s (CRBG) $500M Preferred Offering Reflect Its Capital Allocation Priorities?

Corebridge Financial recently completed a US$500 million fixed-rate preferred stock offering, issuing 500,000 callable, senior subordinated unsecured preferred securities with a 6.875% coupon. This move is significant as it enhances the firm's capital base through non-convertible, perpetual preferred shares, potentially strengthening financial flexibility for future initiatives. We'll review how this large-scale preferred stock issuance could shape Corebridge's investment narrative and...
XTRA:PSM
XTRA:PSMMedia

Profit Growth Amid Falling Sales Might Change the Case For Investing In ProSiebenSat.1 Media (XTRA:PSM)

ProSiebenSat.1 Media SE recently reported third quarter earnings, showing a drop in sales to €820 million but a significant increase in net income to €77 million compared to a year earlier. This improvement in profitability, achieved despite lower sales, highlights how cost management or other non-sales factors contributed meaningfully to the company's bottom line. We'll explore how ProSiebenSat.1 Media's stronger quarterly net income, despite lower sales, may impact its broader investment...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech (KRYS): Assessing Valuation Following Strong Q3 Results and Global Expansion Moves

Krystal Biotech (KRYS) is drawing fresh attention after reporting strong third quarter results. The report included higher gross margins and impressive revenue from its VYJUVEK therapy. The company is also expanding into Europe, Asia, and the Middle East. See our latest analysis for Krystal Biotech. Momentum has clearly been building for Krystal Biotech. After a quieter start to the year, shares have surged more than 40% over the last 90 days, and the one-year total shareholder return now...
NasdaqGS:JOYY
NasdaqGS:JOYYInteractive Media and Services

JOYY (NasdaqGS:JOYY): Evaluating Valuation After Earnings, Dividend Boost, and New Revenue Guidance

JOYY (NasdaqGS:JOYY) just delivered a trio of updates that investors tend to watch closely. These include its latest earnings, new revenue guidance for the next quarter, and an increased dividend payout to shareholders. See our latest analysis for JOYY. JOYY’s latest flurry of announcements has kept investors on their toes, and the momentum is clearly reflected in the share price. After a sharp rally this year, JOYY boasts a 50.7% year-to-date share price return. Its total shareholder return...
NasdaqGS:APLD
NasdaqGS:APLDIT

Will Applied Digital's (APLD) Aggressive Fundraising Redefine Its Long-Term AI Infrastructure Ambitions?

Applied Digital Corporation recently filed a US$342.6 million shelf registration for 15 million shares related to an ESOP offering and closed a previous US$196.83 million shelf registration, as part of its ongoing efforts to raise capital for data center development. This wave of capital raising, alongside significant debt financing and heightened options activity, underscores the company's accelerating push to support its AI infrastructure growth and signals strong investor engagement with...
OM:CATE
OM:CATEReal Estate

Should Catena’s (OM:CATE) Eight-Year ICA Lease Boost Confidence in Its Long-Term Income Stability?

Catena announced that it has secured two eight-year lease agreements with ICA Fastigheter AB for logistics facilities at its Helsingborg site, covering one existing property and a new, sustainably-built 18,042 m2 building to be completed by early 2027. This development reflects increased long-term occupancy and income certainty for Catena, while highlighting growing demand from major clients for sustainable and modern logistics solutions. To assess how Catena’s portfolio and income outlook...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Fluence Energy (FLNC): Evaluating Valuation Following Recent Share Price Volatility

Fluence Energy (FLNC) recently caught the market’s eye after a shift in its monthly price trend. Despite cooling off from gains in the past 3 months, investors are curious about what could drive its next move. See our latest analysis for Fluence Energy. Fluence Energy's share price has swung sharply this year, with a significant 145.8% return over the past 90 days followed by a recent pullback. This leaves its one-year total shareholder return at -23.3%. The surge suggested renewed optimism...
NYSEAM:KULR
NYSEAM:KULRElectrical

KULR (KULR) Is Down 16.8% After Record Revenue Paired With Growing Losses and Asset Impairments—Has the Bull Case Changed?

KULR Technology Group reported record third-quarter revenue of US$6.88 million, more than doubling sales compared to the same period last year, but net loss increased to US$6.97 million amid higher asset impairments and credit losses following a strategic investment insolvency. Despite the robust sales growth, the company faces continued profitability pressures and operational hurdles as it pushes into new markets and expands its product portfolio, including initiatives in unmanned aircraft...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

How Investors Are Reacting To Intuitive Surgical (ISRG) Strong Earnings Beat and Raised Annual Guidance

Intuitive Surgical recently reported another quarter of double-digit revenue and earnings growth, exceeding consensus expectations and announcing raised earnings estimates for the current fiscal year. Despite near-term caution tied to uneven hospital capital-equipment spending, strong underlying procedure volumes and continuous leadership in robotic-assisted surgery highlight sustained long-term growth potential for the company. We’ll explore how Intuitive Surgical’s strong earnings beat and...
ASX:GQG
ASX:GQGCapital Markets

GQG Partners (ASX:GQG): Exploring Valuation After Major Investments in Leading Indian Conglomerates

GQG Partners (ASX:GQG) made headlines after investing heavily in five Adani Group firms through a series of major block deals. The investment expanded its holdings across several leading Indian companies and highlights its strategic focus on infrastructure and energy. See our latest analysis for GQG Partners. After ramping up its exposure to the Adani Group and a cluster of major Indian companies, GQG Partners’ 1-day share price return jumped 9.1%, helping to break out of a year-to-date...
ENXTBR:BAR
ENXTBR:BARElectronic

Did Barco’s (ENXTBR:BAR) Expanded AV Partnerships Just Shift Its Wireless Meeting Room Growth Story?

Earlier this month, Barco announced the expansion of its strategic ClickShare partnerships with Sennheiser, Logitech, and Huddly, aiming to deliver integrated, high-performance meeting room solutions through certified room system bundles built around the new ClickShare Hub. This collaboration leverages advanced audio and video technologies to strengthen Barco's position in the wireless BYOD and meeting room systems market, facilitating broader adoption of its solutions in diverse meeting...
CPSE:VWS
CPSE:VWSElectrical

Vestas (CPSE:VWS) Valuation in Focus After Securing 347 MW in New North American Orders

Vestas Wind Systems (CPSE:VWS) revealed it has secured new orders totaling 347 MW across the USA and Canada for undisclosed projects. This highlights consistent demand for the company’s wind energy solutions in key North American markets. See our latest analysis for Vestas Wind Systems. Momentum in Vestas Wind Systems’ share price has been undeniable lately, with a standout 22.9% 1-month share price return and a robust 45.4% year-to-date gain following news of new North American orders...