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Earlier this month, Rubrik promoted Jesse Green to Chief Revenue Officer following his leadership of Rubrik Americas, and the company presented at the WEST Conference 2026 in San Diego to highlight its data security and cyber resilience offerings. This leadership change, combined with Rubrik’s active presence at a major defense and technology forum, underscores how the company is pressing its global go-to-market push in cyber and data protection. We’ll now examine how Rubrik’s CRO...

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy to form a combined energy company valued at about $58b. The transaction includes plans for a 31% dividend increase for shareholders. The combined company has also announced a share repurchase program of up to $5b. For you as an investor, this move is centered on scale and mix. Devon Energy focuses on U.S. shale production, and combining with Coterra creates a larger, more diversified energy producer with exposure...

Why Suzhou Ribo Life Science Is Drawing Investor Attention Suzhou Ribo Life Science (SEHK:6938) has come onto investors’ radar after a month return of about 8% decline, extending a weaker year to date performance and raising fresh questions about sentiment toward its small nucleic acid drug pipeline. See our latest analysis for Suzhou Ribo Life Science. The latest 1 day share price return of a 5.40% decline, on a last close of HK$70.05, sits against a 7 day share price return of 1.08% and a...

Adobe recently presented at the WEST Conference 2026 in San Diego, while investors weighed mixed options activity, insider selling, and rising implied volatility around the stock. Despite record revenue, earnings growth, and strong institutional interest, sentiment has been shaken by concerns that generative AI could erode Adobe's creative software economics and long-term relevance. We’ll now examine how renewed AI disruption worries, highlighted by recent analyst downgrades, may reshape...

In February 2026, Check Point Software Technologies reported fourth-quarter 2025 revenue of US$744.9 million and net income of US$304.5 million, alongside 2026 guidance calling for full-year revenue between US$2.83 billion and US$2.95 billion and first-quarter revenue of US$655 million to US$685 million. The company is reshaping its business around AI-focused cybersecurity, expanding its Infinity platform and adding new capabilities through acquisitions such as Cyata, Cyclops, Rotate,...

Uber Technologies (UBER) has put autonomous driving at the center of its latest moves, highlighted by the first commercial robotaxi service in downtown Abu Dhabi and a plan to deploy at least 1,200 robotaxis across key Middle Eastern cities by 2027. See our latest analysis for Uber Technologies. These autonomous moves arrive during a weaker spell for the share price, with a 30-day share price return of 17.51% and a 90-day share price return of 24.01% contributing to a year to date share price...

Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months. See our latest analysis for Chewy. At a share price of US$24.23, Chewy's recent 7 day share price return of 13.53% decline and year to date share price return of 27.65% decline sit alongside a 1 year total shareholder return of 35.70% decline. This suggests that momentum has been fading over both short and longer horizons as the...

Patent agreement puts Beam Therapeutics (BEAM) intellectual property in focus Beam Therapeutics (BEAM) has moved to secure its gene editing toolkit, signing a standby license agreement with Kobe University and Bio Palette that aims to protect access to key base editing patents. See our latest analysis for Beam Therapeutics. The standby license news lands after a choppy year, with a 26.79% 90 day share price return but a 1 year total shareholder return of 13.83% decline, signaling near term...

Waystar Holding Corp. recently disclosed that Chief Business Officer Eric (Ric) Sinclair III resigned effective March 2, 2026, to join another company, with the departure explicitly not linked to disagreements over operations, policies, or practices. This leadership change lands at a time when analysts are emphasizing Waystar’s AI-enabled healthcare payments platform and Iodine Software acquisition as core to its longer-term growth story. Against this backdrop of an executive departure,...

Why Evolution’s latest earnings matter for shareholders Evolution (OM:EVO) has come under closer scrutiny after reporting its fourth quarter and full year 2025 results, with both revenue and net income lower than the prior year. This has prompted fresh questions about the stock’s recent slide. See our latest analysis for Evolution. The share price has retreated to SEK523.6, with a 1-day share price decline of 2.42% and a year-to-date share price decline of 16.12%, while the 1-year total...

United Fire Group, Inc. reported past fourth-quarter 2025 revenue of US$365.81 million and net income of US$38.35 million, and the board declared a US$0.20 per-share quarterly dividend payable on March 10, 2026, to holders of record on February 24, 2026. The 25% rise in the quarterly dividend alongside higher annual revenue and net income underlines management’s confidence in the insurer’s financial position and earnings quality. We’ll now examine how the stronger earnings and 25% dividend...

In early February 2026, Citrix announced it will expand its agreement with Arrow Electronics from March 1, 2026, handing Arrow responsibility for managing all Citrix Service Providers across North America and Europe, while Arrow also reported 2025 sales of US$30.85 billion and net income of US$571.27 million alongside new Q1 2026 guidance. This combination of strong recent results, guidance, and an expanded Citrix partnership underscores Arrow’s push toward higher-margin, service-led...

T-Mobile has launched a real-time AI translation service that offers instant language translation without traditional app-based learning. This move introduces a direct AI competitor to Duolingo's core language services at a time of rapid progress in generative AI tools. The new offering raises questions about how Duolingo, listed as NasdaqGS:DUOL, will differentiate its language learning model against utility-focused translation services. For Duolingo at a share price of $112.57, the...

SoFi Technologies recently reported stronger-than-expected fourth-quarter results, including record adjusted net revenue growth, more than 1 million new members, and expanded offerings such as crypto trading and a proprietary stablecoin, while also issuing upbeat financial guidance for 2026. These developments, coupled with analyst upgrades highlighting SoFi’s diversified fintech model and growing role as a full-service digital bank for high-income, tech-focused customers, are reshaping how...

Wondering if Waters at around US$323 per share is starting to look like value, or if the recent weakness is telling you to stay patient. The stock has pulled back with a 15.2% decline over the last 7 days and a 16.5% decline over the last 30 days, leaving year to date returns at a 15.3% decline and the 1 year return at a 12.5% decline. These moves have brought fresh attention to how the market is currently pricing established life sciences names like Waters and whether recent sentiment...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

In early February 2026, Chubb Limited reported fourth-quarter 2025 net income of US$3.21 billion and full-year net income of US$10.31 billion, alongside higher basic and diluted earnings per share versus the prior year. The company also completed a US$2.33 billion share repurchase program covering about 2.1% of its shares, reinforcing management’s confidence in Chubb’s financial position and earnings power. Against this backdrop of record earnings and completed buybacks, we’ll examine how...

Independence Realty Trust (IRT) just paired a profitable fourth quarter and full year 2025 with fresh 2026 earnings guidance, highlighting AI driven leasing, portfolio upgrades, and refinanced debt that collectively reshape its risk and cash flow profile. See our latest analysis for Independence Realty Trust. At a share price of $16.35, Independence Realty Trust has paired its latest earnings and 2026 guidance with a 1 day share price return of 2.64%, even as the year to date share price...

BorgWarner Inc. recently announced a wave of contracts and agreements, including long-term deals to supply advanced electrified propulsion systems to global automakers and a master supply agreement with TurboCell for a modular turbine generator system aimed at AI-driven data centers and microgrids, with production planned in North Carolina from 2027. Together with a new universal shelf registration covering multiple securities, these awards highlight BorgWarner’s push to diversify beyond...

Mitsubishi Heavy Industries (TSE:7011) drew fresh attention after reporting nine month sales of ¥3,326,976 million and net income of ¥210,996 million, alongside higher full year earnings guidance for both revenue and profit. See our latest analysis for Mitsubishi Heavy Industries. The raised guidance and earnings update have arrived after a strong run, with the share price at ¥5,031 and a 90 day share price return of 20.53% alongside a very large 5 year total shareholder return of more than...

Akeso (SEHK:9926) has just received approval in China to start Phase II trials for AK139, a first in class IL-4Ra/ST2 bispecific antibody, targeting seven respiratory and autoimmune conditions. See our latest analysis for Akeso. Investors seem to be weighing Akeso's busy clinical calendar against recent volatility, with a 1 day share price return of 1.54% and 7 day return of 4.36% following the AK139 and ivonescimab updates. The 1 year total shareholder return of 74.92% points to strong...

What the latest Mount Polley update means for Imperial Metals shareholders Imperial Metals (TSX:III) just released Mount Polley Mine production figures for the fourth quarter and full year 2025, along with new 2026 copper and gold output guidance that provides investors with a clearer view of management’s plans. See our latest analysis for Imperial Metals. The production update and 2026 guidance landed alongside a 1 day share price return of 3.92% to CA$10.60, after a weaker 7 day share price...

Fuji (TSE:6134) is back in focus after reporting nine month earnings to December 31, 2025, with higher sales, net income and upgraded full year guidance tied to its Robotic Solutions demand in Asia. See our latest analysis for Fuji. The earnings upgrade comes on top of a sharp share price move, with Fuji’s 1-day share price return of 14.39% and 7-day share price return of 42.20% pointing to rapidly building momentum. A 1-year total shareholder return of 160.42% highlights how strong the...

Why Align Technology stock is in focus now Align Technology (ALGN) is back on investors’ radar after its fourth quarter drew a positive market response, with record clear aligner case volumes across Europe, Latin America, and Asia-Pacific supporting sentiment toward the stock. See our latest analysis for Align Technology. At a share price of US$186.77, Align has seen a 40.84% 3 month share price return and 19.70% year to date share price return, while the 1 year total shareholder return of...