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PACE cost program shifts the focus for Wacker Chemie (XTRA:WCH) Wacker Chemie (XTRA:WCH) has launched its largest cost reduction program, PACE, after reporting 2025 results in line with expectations but under pressure from weak demand, lower capacity utilization and unfavorable currency effects. See our latest analysis for Wacker Chemie. The PACE announcement comes after a mixed run for investors, with the share price at €68.65, a 1-day share price return of 1.70% but a year to date share...

If you are wondering whether Southwest Airlines is still fairly priced after its recent run, you are not alone. This article focuses squarely on what the current share price might be implying. The stock recently closed at US$47.52, with returns of 13.3% over 7 days, 15.0% over 30 days, 15.1% year to date, 58.1% over 1 year and 39.8% over 3 years, while the 5 year return stands at 2.0%. Recent headlines around Southwest Airlines have focused on its operational recovery and route capacity...

Billerud has reported 2025 results showing sales of SEK 40,488 million and net income of SEK 711 million, alongside a proposed dividend cut to SEK 2.00 per share and a decision to exit its Norwegian BCTMP joint venture with Viken Skog, which will trigger an estimated non-cash charge of around SEK 50 million in early 2026. Taken together, weaker earnings, a lower payout ratio and the withdrawal from a previously announced capacity project highlight how Billerud is reshaping its portfolio and...

If you are wondering whether Genius Sports is offering fair value at its current price, you are not alone, as the stock has been attracting attention from investors who want to know what they are really paying for its growth story. The shares last closed at US$8.70, with returns of a 10% decline over 7 days, a 21.1% decline over 30 days, a 19.3% decline year to date and a 1.5% decline over 1 year, while the 3 year return sits at 59.3% and the 5 year return at a 58.1% decline. Recent news...

Telix Pharmaceuticals reported that China’s NMPA has accepted the New Drug Application for its prostate cancer imaging agent TLX591-Px (Illuccix®), supported by a pivotal Phase 3 study in Chinese patients with biochemical recurrence. In parallel, the first patient has now been dosed in a Phase 3 registration study in Japan, highlighting Telix’s push to expand TLX591-Px across major Asian nuclear medicine markets in prostate cancer care. We’ll next examine how this progress toward broader...

If you are wondering whether Cirrus Logic shares still offer value at current levels, this article walks through what the numbers are really saying about the stock. The share price last closed at US$130.34, with returns of 2.4% over 7 days, 10.0% over 30 days, 8.9% year to date, 29.8% over 1 year and 52.7% over 5 years, which may have caught the attention of investors who follow price trends closely. Recent coverage around Cirrus Logic has focused on its role in the semiconductor space and...

Latest FY 2025 earnings snapshot Mastercard (MA) has wrapped up FY 2025 with Q4 revenue of US$8.8b and basic EPS of US$4.53, setting the tone for a year where trailing 12 month revenue reached US$32.8b and EPS came in at US$16.54, alongside trailing earnings growth of 16.3% year over year. Over the last six reported quarters, the company has seen quarterly revenue move from US$7.5b in Q4 2024 to US$8.8b in Q4 2025. Basic EPS over that same span has ranged from US$3.54 in Q3 2024 to US$4.53 in...

Hilltop Holdings (NYSE:HTH) raised its quarterly dividend by 11% following its latest full year results. The company also authorized a new US$125 million share repurchase program. These capital return actions arrive after a year of improved profitability and strong financial performance. For you as an investor, this move puts fresh attention on Hilltop Holdings, a financial services company active in banking and other related lines of business. The higher dividend and new buyback plan come...

LKQ's board has started a formal review of the business, including the option of selling the entire company. The process is aimed at evaluating potential changes to ownership and operations that could affect shareholders and creditors. This review follows a period of mixed share performance and comes with the stock last closing at $32.85. For investors in NasdaqGS:LKQ, this announcement comes after a stretch of uneven returns. The stock is up 8.8% over the past month and 9.4% year to date,...

If you are wondering whether Samsara's current share price really reflects its long term potential, you are asking the same question this article set out to tackle. The stock has seen a 12.6% decline over the last week, a 20.9% decline over the last month, a 17.3% decline year to date and a 45.5% decline over the last year, although the three year return sits at 90.7%. Recent coverage has focused on how Samsara fits into broader themes in connected operations and software as a service, with...

If you are wondering whether Commercial Metals is still attractively priced after a strong run, this article walks through what the numbers currently say about its value. The stock recently closed at US$76.87, with returns of 11.1% over the last 30 days, 7.1% year to date, 60.6% over 1 year and 41.4% over 3 years. Over the last 7 days there has been a 0.8% decline that may have caught your eye. Recent news coverage has focused on Commercial Metals as an established name in steel and metal...

In January 2026, OHB SE raised its earnings guidance for 2026 and 2027 and issued new 2028 targets, projecting revenues of about €1,400 million, €1,700 million and €2,000 million respectively, with EBIT margins around 8–9%. This multi-year outlook gives investors clearer visibility into OHB’s expected scale and profitability, highlighting management’s confidence in the company’s future operations. Next, we’ll examine how OHB’s higher multi-year revenue and margin guidance reshapes the...

Cenovus Energy (TSX:CVE) is examining a sale of a multi billion dollar portfolio of conventional oil and gas assets in Alberta. The potential divestment follows its acquisition of MEG Energy as the company looks to reduce debt. The assets under review are centered on conventional production, separate from Cenovus's oil sands core. Cenovus Energy, a major Canadian producer focused on oil sands and related upstream and downstream operations, now has a larger footprint after the MEG Energy...

If you are wondering whether CSL is priced attractively right now, its recent share performance and current valuation profile raise some timely questions. CSL last closed at A$181.42, with returns of 1.0% over 7 days and 5.1% over 30 days, while the 1 year and 3 year returns of a 34.0% decline and 39.5% decline contrast with a 5.5% gain year to date. Recent coverage around CSL has focused on its position as a major Australian healthcare stock and ongoing interest from investors assessing how...

Wondering whether Norwegian Cruise Line Holdings at around US$21.96 is a potential bargain or a value trap? This article walks through what the current price might be telling you. The stock has had a mixed run, with a 4.9% gain over the last 7 days, a 1.6% decline over 30 days, a 3.6% decline year to date, a 22.5% decline over 1 year, a 32.5% return over 3 years, and an 11.2% decline over 5 years. Recent attention around the cruise industry, including ongoing discussions on travel demand,...

If you are looking at RXO and wondering whether the current share price gives you good value, this article will walk through what the numbers are really saying about the stock. RXO's share price recently closed at US$14.58, with a 7 day return of 6.2% decline, a 30 day return of 15.3%, a year to date return of 13.6% and a 1 year return of 43.2% decline. This suggests the market's view on the company has shifted more than once over different time frames. Recent coverage around RXO has focused...

Blackbaud (NasdaqGS:BLKB) announced a multi-year, six-figure major gift to Generation: You Employed. The commitment is focused on global workforce development through AI-driven training programs. The partnership is aimed at supporting economic mobility for underserved communities worldwide. The initiative aligns Blackbaud's philanthropy with its focus on responsible AI and social impact software. For investors watching NasdaqGS:BLKB, this move ties directly into the company’s role as a...

With its stock down 3.2% over the past week, it is easy to disregard Dillard's (NYSE:DDS). But if you pay close...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Kongsberg Defence & Aerospace and consortium partner Polska Grupa Zbrojeniowa recently signed a NOK 16.00 billion contract to deliver 18 SAN CUAS counter-drone batteries to the Polish Armaments Agency, integrating guns, missiles, interceptor drones and tailored command-and-control systems into Poland’s air defence network. An important aspect of this agreement is KONGSBERG’s plan to expand manufacturing capacity in Poland, deepening industrial ties while leveraging its PROTECTOR family of...

Alkane Resources recently reported record quarterly gold equivalent production of 43,663 ounces for the December 2025 quarter, generating site operating cash flow of A$133,000,000 across its Costerfield, Tomingley and Björkdal operations. The company also agreed a conditional placement and earn-in with Nagambie Resources over a nearby gold‑antimony tenement package, underscoring a push to test deeper mineralisation potential around its Costerfield hub. We’ll now examine how record production...

JCDecaux SE announced it has been awarded a 10-year exclusive contract to operate the advertising assets of Luxembourg’s national railway company CFL, including a fully digital network of 143 new high-efficiency screens across stations nationwide from June 2026. This deal deepens JCDecaux’s presence in a country that combines a large daily commuter base with a high concentration of European institutions and multinational firms, offering advertisers a tightly targeted transport media...

Kenvue stock reaction and recent performance Kenvue (KVUE) has been on investors’ radar after its recent trading swings, with the stock closing at $17.40 and showing mixed returns over the past week, month and past 3 months. Over the past week the share price reflected a 2.2% decline, while the month return sits near 0.9%. Looking at the past 3 months, Kenvue shows a 21.1% total return against a 14.9% decline over the past year. See our latest analysis for Kenvue. For Kenvue, the recent 21.1%...

Comcast (CMCSA) has wrapped up FY 2025 with fourth quarter revenue of US$32.3b and basic EPS of US$0.60, alongside trailing twelve month revenue of US$123.7b and EPS of US$5.39. Over the last six reported quarters, revenue has ranged from US$29.9b to US$32.3b, while quarterly EPS has moved between US$0.60 and US$2.99. This gives investors a clear view of how earnings per share translate off a large and relatively steady top line base. With a trailing net margin of 16.2% against 13.1% a year...