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Pinterest (PINS) is back in focus after mixed quarterly results sent shares sharply lower, as weaker than expected guidance and tariff related pullbacks from key retail advertisers raised fresh questions about growth and monetization. See our latest analysis for Pinterest. The sharp post earnings drop fits into a wider downtrend, with a 30 day share price return of 40.5% and a 1 year total shareholder return decline of 60.3%, pointing to fading momentum as advertisers reassess risk and...

ASML Holding (ENXTAM:ASML) reports a 48% annual rise in net bookings, reflecting stronger demand for its lithography tools. Management highlights increased global orders linked to accelerated AI data center build outs by large tech companies. The company points to rising interest across its extreme ultraviolet (EUV) systems and is planning for additional capacity. These trends are being discussed in the context of expected semiconductor supply needs in 2026 and 2027. ASML Holding, listed as...

BuySell TechnologiesLtd (TSE:7685) has just packed several boardroom decisions into one day, cutting its annual dividend, issuing fresh earnings guidance, approving a stock split, and moving to expand its authorized share count. See our latest analysis for BuySell TechnologiesLtd. Those board decisions land after a strong run in the shares, with a 54.41% 3 month share price return and a 120.88% 1 year total shareholder return suggesting momentum has been building rather than fading. If this...

Why Patria Investments Is On Investors’ Radar Today Patria Investments (PAX) is drawing fresh attention after recent trading left the shares around $13.91, with the stock showing a mixed return profile over the past year and past 3 months. See our latest analysis for Patria Investments. While the 30 day share price return of 20.15% decline and 7 day decline of 4.53% suggest fading short term momentum, the 1 year total shareholder return of 14.77% still reflects a more supportive longer term...

Alphabet (NasdaqGS:GOOGL) has completed a US$32b multi currency bond sale, including a rare 100 year century bond, to fund AI infrastructure expansion. The company has received regulatory approval for its US$32b acquisition of cybersecurity firm Wiz. Alphabet also announced plans for a US$10b data center campus in Kansas City as part of its AI and cloud build out. Alphabet, the parent of Google and YouTube, sits at the center of search, online advertising and cloud computing, with AI now...

In early February 2026, Equinox Gold Corp. reported new drill results from its Valentine Gold Mine in Newfoundland & Labrador, confirming the AI-assisted Minotaur discovery and continuous high-grade mineralization at the Frank Zone, with an expanded 2026 program targeting about 100 km of drilling across the property. The integration of VRIFY’s AI-powered DORA platform into Equinox Gold’s exploration workflow stands out as a material shift, helping pinpoint the Minotaur Zone and illustrating...

TeraWulf (NasdaqCM:WULF) is shifting its core focus from Bitcoin mining to building AI focused infrastructure. The company has sold its Bitcoin holdings and is acquiring new industrial sites intended to roughly double its power capacity. Management has lifted earnings expectations, with several major analysts updating their views on the stock. TeraWulf begins this transition with a share price of $16.26 and a very large 3 year return of about 25x, plus a 233.9% gain over the past year. Even...

Estée Lauder Companies (EL) recently reported fourth quarter results that matched revenue expectations, raised its full year Adjusted EPS guidance, and pointed to better operating margins, even as makeup and North America trends remain pressured. See our latest analysis for Estée Lauder Companies. The share price reaction around the recent earnings, guidance update, and dividend affirmation has been mixed. A 9.32% 7 day share price return contrasts with a 5.92% 1 month share price decline and...

Medical Properties Trust (MPT) continues to attract attention as investors weigh its recent share performance against underlying fundamentals, including US$1,009.16m in revenue and a net loss of US$707.946m, alongside mixed total return figures across different timeframes. See our latest analysis for Medical Properties Trust. Recent trading reflects this mixed picture, with a 1 day share price return of 2.16% decline contrasted with a 30 day share price return of 4.62% and a 1 year total...

The US Federal Trade Commission is escalating its probe into Microsoft (NasdaqGS:MSFT), examining licensing, bundling, and how AI and cloud services are combined across its enterprise portfolio. Microsoft has joined other major technology companies to launch the Trusted Tech Alliance, a group focused on governance and security standards for digital infrastructure and AI. Microsoft and OpenAI are addressing national security and AI competition concerns, including questions about access to...

SanDisk (NasdaqGS:SNDK) is seeing a surge in demand for its NAND flash storage tied to AI driven data center expansion. The company, now an independent pure play NAND manufacturer after its spin off from Western Digital, reports fully booked manufacturing capacity. SanDisk is rolling out new high performance NAND products while customers secure long term supply contracts, indicating sustained supply tightness. If you care about the plumbing behind AI, SanDisk (NasdaqGS:SNDK) now sits right...

In February 2026, CareTrust REIT reported fourth-quarter and full-year 2025 results showing sharply higher revenue and net income, alongside funds from operations (FFO) of US$104.1 million, or US$0.47 per share, and issued 2026 guidance for net income of US$1.45–US$1.50 per share and FFO of US$1.90–US$1.95 per share. The company highlighted what it called a transformational 2025, completing about US$1.80 billion of investments, entering the U.K. care home and SHOP markets, and maintaining...

Contact Energy (NZSE:CEN) posts H1 2026 earnings Contact Energy (NZSE:CEN) has reported new figures for H1 2026, with total revenue of NZ$1.7 billion and basic EPS of NZ$0.18 setting the tone for this latest update. The company’s revenue moved from NZ$1.6 billion in H2 2024 to NZ$1.7 billion in H1 2025, and remained at NZ$1.7 billion in H2 2025. Over the same periods, basic EPS increased from NZ$0.10 to NZ$0.18 and then to NZ$0.24. This gives investors a clearer view of how earnings are...

Bright Smart Securities & Commodities Group (SEHK:1428) is set to join the Hang Seng Composite Index, with the change effective March 9, 2026. This inclusion also paves the way for Shanghai Hong Kong Stock Connect eligibility. See our latest analysis for Bright Smart Securities & Commodities Group. The upcoming index inclusion sits on top of a strong run, with a 90 day share price return of 25% and a 1 year total shareholder return of 247.33% pointing to building momentum rather than fading...

In recent years, Limbach Holdings has reported a 6 percentage point expansion in operating margin and earnings per share growth outpacing revenue gains, reflecting more efficient operations and profitable sales mix. An interesting takeaway is that incremental sales over the past two years have been particularly profitable, with earnings per share rising at a much faster annual rate than revenue, underscoring the effectiveness of the company’s cost discipline. With this backdrop of stronger...

Hawkins, Inc. recently reported the successful completion of a multi-year pilot of WaterSurplus' patented NanoStack coated membranes at the Orange County Water District’s Groundwater Replenishment System, leading OCWD to install 1,050 membranes in a full reverse osmosis train treating about 5 million gallons of water per day. The pilot showed that NanoStack can materially cut membrane fouling, cleaning frequency, and energy use, highlighting how Hawkins’ water technology subsidiary may help...

In February 2026, Tenet Healthcare reported fourth-quarter 2025 results with revenue rising to US$5,527 million and net income increasing to US$371 million, while issuing 2026 guidance that points to higher net income and earnings per share versus 2025. Beneath the headline numbers, management highlighted continued expansion of its higher-margin ambulatory surgery business and a completed Conifer Health Solutions transaction as key earnings drivers. Against this backdrop, we’ll examine how...

Newmark Group (NMRK) has been appointed exclusive leasing agent for Comstock’s more than 3.2 million square foot Trophy and Class A office portfolio in Northern Virginia’s Dulles Corridor, with a focus on Reston Station and Loudoun Station. See our latest analysis for Newmark Group. The appointment for Comstock’s Dulles Corridor portfolio comes after a busy February in which Newmark arranged a $415m refinancing for a 2.4m square foot grocery anchored retail portfolio and added senior...

Macro tailwinds and RH’s recent move RH (RH) moved after a softer January inflation reading, with shares gaining 5.4% as investors warmed to the idea of potential Federal Reserve rate cuts supporting consumer discretionary names. This macro backdrop arrived shortly after RH announced its 2026 RH Outdoor Sourcebook, a catalog of more than 420 pages of outdoor collections that reinforces the company’s focus on design, materials, and brand positioning. See our latest analysis for RH. That...

Merchants Bancorp (NasdaqCM:MBIN) has been added to multiple major S&P indices, increasing its visibility to index funds and institutional investors. The company has authorized a substantial multi year stock repurchase program, signaling a shift in capital allocation priorities. Management reports improved asset quality and record tangible book value, pointing to changes in the balance sheet profile. These developments arrive alongside insider selling activity, raising fresh questions about...

Why Take-Two’s Latest Earnings Are Back in Focus Take-Two Interactive Software (TTWO) moved back onto investors’ radar after reporting fiscal third quarter revenue of about US$1.70b, above prior guidance, along with a smaller net loss and higher full year earnings guidance. See our latest analysis for Take-Two Interactive Software. Despite the earnings beat and raised guidance, Take-Two’s recent 30-day share price return of 19.35% and year to date share price return of 23.02% show selling...

CoStar Group (NasdaqGS:CSGP) has amended its Executive Severance Plan in response to an ongoing proxy contest and related lawsuit. The changes are tied to activist investor pressure, including public engagement from D. E. Shaw over governance and potential change of control issues. The revised plan is intended to address legal risk around leadership transitions and preserve management continuity during a contested proxy process. CoStar Group, known for its commercial real estate information...

In February 2026, JFrog Ltd. reported fourth-quarter 2025 revenue of US$145.31 million and a quarterly net loss of US$15.21 million, alongside filing a US$414.50 million shelf registration for 7,776,755 ordinary shares related to its employee stock ownership plan. Management also issued upbeat 2026 revenue guidance and highlighted growing demand for its cloud and security offerings, underlining how software supply chain protection and AI-related workloads are becoming central to JFrog’s...

PulteGroup (PHM) has been in focus after pricing and completing an $800 million senior unsecured notes offering, with proceeds earmarked to refinance 2026 and 2027 bond maturities and support general corporate purposes. See our latest analysis for PulteGroup. The bond issuance comes as PulteGroup’s share price has climbed to US$142.56, with a 7 day share price return of 7.7% and a 90 day gain of 25.61%. The 1 year total shareholder return of 33.76% and 5 year total shareholder return of...