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Applied Optoelectronics (AAOI) has been in focus after securing a significant 800G transceiver order from a major hyperscale customer, along with positive commentary on its AI-focused laser products and the launch of a new high-powered pump laser. See our latest analysis for Applied Optoelectronics. Those AI centric product wins sit against a backdrop of sharp moves in the shares, with a 22.09% 7 day share price return and a 25.10% 30 day share price return. At the same time, the 1 year total...

TJX Companies (TJX) has just come off a seven day losing streak, with the stock declining 6.1% as retail sector headwinds and worries about a rich valuation weigh on recent trading. See our latest analysis for TJX Companies. Zooming out, TJX Companies has a 90 day share price return of 6.9% and a 1 year total shareholder return of 21.5%. Recent weakness therefore looks more like cooling momentum after a strong multi year run rather than a sharp change in how the market views its risk or...

In January 2026, Jefferies warned that Treasury Wine Estates is facing soft demand in China, highlighting potential pressure on sales in this important market. Separately, JPMorgan and its affiliates disclosed that they are no longer substantial holders in Treasury Wine Estates, subtly reshaping the company’s institutional investor mix without directly altering its operations. Next, we’ll examine how Jefferies’ concerns about Chinese demand could influence Treasury Wine Estates’ investment...

What Buckle’s Recent Performance Tells Current Shareholders Buckle (BKE) has drawn attention after a period where the share price shows an 11.5% decline over the past month and a 13.7% decline over the past 3 months, despite positive one year and multi year total returns. See our latest analysis for Buckle. At the current share price of $47.30, Buckle’s recent 7 day and 3 month share price declines sit against a stronger backdrop, with 1 year and 5 year total shareholder returns in...

Crocs recently launched “Wonderfully Unordinary,” its first global omnichannel brand campaign since 2017, supported by a 90-second hero film and an extended roll-out through 2026 and beyond, while also unveiling a remodeled flagship store on New York City’s 34th Street. This marks a shift in Crocs’ branding toward themes of self‑expression and “becoming,” as it seeks a deeper connection with younger consumers through immersive retail and marketing experiences. With this renewed brand...

D.R. Horton (NYSE:DHI) is using aggressive mortgage incentives and rate buydowns to support homebuyer demand in a challenging housing market. The company is combining these incentives with tight cost control as it reports a year over year revenue decline. Despite lower overall revenues, D.R. Horton reports growth in regional sales and resilient net sales orders, pointing to share gains in select markets. D.R. Horton, one of the largest U.S. homebuilders, is leaning on mortgage incentives...

Rogers Communications Inc. reported fourth-quarter 2025 results on January 29, 2026, with sales rising to C$6,172,000,000 and net income increasing to C$743,000,000, alongside a declared quarterly dividend of C$0.50 per share payable on April 2, 2026. Sports and media revenue grew very large year over year, boosted by the Toronto Blue Jays’ postseason run, the MLSE acquisition, and new Warner Bros. Discovery channels, underscoring the growing importance of these assets within Rogers’ broader...

Hemnet Group (OM:HEM) has wrapped up FY 2025 with fourth quarter revenue of SEK348.1 million and basic EPS of SEK1.07, set against a trailing twelve month EPS of SEK5.49 on revenue of SEK1.53 billion. The company has seen revenue move from SEK1.39 billion to SEK1.53 billion over the last twelve month periods, while EPS shifted from SEK5.01 to SEK5.49, giving investors a clearer picture of how top line and per share earnings are tracking together. With a net profit margin of 34.1% over the...

Event context and recent share performance Apollo Commercial Real Estate Finance (ARI) has drawn fresh attention after recent share price moves, with the stock showing a 1 day return of around a 1% decline and a 7 day gain of about 9%. Over the past month the stock has returned roughly 12%, while the past 3 months show a gain of about 10%. This has put recent trading action into focus for investors tracking listed commercial real estate lenders. See our latest analysis for Apollo Commercial...

In recent days, Apellis Pharmaceuticals reported strong momentum for its complement inhibitor Empaveli, including preliminary Q4 2025 U.S. net product revenue of about US$35.00 million, reflecting year-over-year growth and rapid uptake in treating paroxysmal nocturnal hemoglobinuria and other rare conditions with high unmet medical needs. Investor attention has also been drawn to analyst commentary highlighting Empaveli’s early market penetration and underappreciated commercial potential...

Namdini royalty expansion draws fresh attention to OR Royalties (TSX:OR) Interest in OR Royalties (TSX:OR) has picked up after the company acquired an additional 1.0% net smelter return royalty on the Namdini Gold Mine in Ghana, doubling its interest to 2.0%. See our latest analysis for OR Royalties. The Namdini royalty expansion comes after a sharp 12.9% one day share price decline and a 13.3% 7 day share price pullback. However, the 30 day and 90 day share price returns of 10.4% and 19.3%...

Netflix has submitted an amended all cash bid to acquire Warner Bros. Discovery, shifting the structure of the proposed deal. The revised offer would increase Netflix's financial leverage and is drawing closer attention from regulators focused on competition in streaming and filmed entertainment. The move comes as investors assess how a larger content library and studio footprint might weigh against added debt and integration risks. Netflix, NasdaqGS:NFLX, is approaching this bid with its...

In late January 2026, Interparfums, Inc. announced long-term, exclusive worldwide fragrance licenses for the Nautica and David Beckham brands, alongside a multi-decade extension of its GUESS fragrance agreement and reported 2025 net sales of US$1.49 billion. By locking in these licensing partnerships for up to 20 years and projecting tens of millions of dollars in annual Nautica and Beckham fragrance sales, Interparfums is deepening its pipeline of branded fragrance revenues well into the...

Astrana Health recently came under pressure after the Centers for Medicare & Medicaid Services proposed only modest payment updates for Medicare Advantage in 2027, raising questions about future revenue tied to these plans. Analysts highlight that Astrana Health’s encounter-driven, risk-adjustment-focused care model could help limit the impact of these proposed policy changes while the company prepares to report its 2025 results in early March 2026. We’ll now look at how the Medicare...

If you are wondering whether Amphenol at around US$144 per share still offers value after a strong run, you are not alone. The stock has returned 6.6% over the past month, 3.1% year to date, 105.1% over the last year, 262.4% over three years, and 366.0% over five years, which can change how investors think about both its growth potential and its risk. Recent news coverage has focused on Amphenol's role as a major supplier of interconnect solutions across sectors like communications,...

Investor letter spotlight and what it suggests for Globus Medical (GMED) Meridian Growth Fund recently called out Globus Medical (GMED) as a key contributor in its fourth quarter 2025 investor letter, tying the stock’s outperformance to what it described as improving trends in the company’s core operations. The fund pointed to a reacceleration in Globus Medical’s spine business to double digit growth, renewed market share gains, and integration progress from prior acquisitions that it said is...

Textron Inc. has reported past fourth-quarter 2025 results with revenue rising to about US$4.18 billion and net income to US$235 million, alongside issuing 2026 guidance for approximately US$15.50 billion in revenue and GAAP EPS of US$5.39 to US$5.59 from continuing operations. The company also completed a multi-year share repurchase program totaling almost US$2.44 billion and is accelerating investment in its Bell MV-75 program while securing contracts such as a US$163.40 million Mobile...

Fresh analyst upgrades and a higher earnings consensus have pushed Fluence Energy (FLNC) into focus, as improving sentiment on Wall Street appears to be drawing more attention to the energy storage stock. See our latest analysis for Fluence Energy. The stock’s recent run has been strong, with a 55.56% 30 day share price return and a 136.51% 1 year total shareholder return. This suggests momentum has been building as earnings expectations improve and analyst sentiment turns more positive. If...

Uber Technologies (UBER) has put autonomous vehicles at the center of its recent story by launching AV Labs, investing in Waabi, and teaming up with Mercedes Benz and Nvidia on global robotaxi deployment. See our latest analysis for Uber Technologies. Those robotaxi announcements come after a choppy few months for the share price, with a 90 day share price return of a 17.05% decline, a 1 year total shareholder return of 19.75%, and a 3 year total shareholder return of about 14x. This suggests...

Deckers Outdoor Q3 2026 Earnings Snapshot Deckers Outdoor (DECK) just posted Q3 2026 results with revenue of US$1.96b and basic EPS of US$3.34, supported by net income of US$481.1m as the latest read on the business. The company reported revenue of US$1.83b and EPS of US$3.01 in Q3 2025 compared with US$1.96b and EPS of US$3.34 in Q3 2026, while trailing twelve month EPS sits at US$7.03 on revenue of US$5.37b. With a trailing net margin of 19.3%, these numbers keep profitability at the center...

Darling Ingredients (DAR) recently updated investors on its Diamond Green Diesel joint venture, reporting fourth quarter net income of US$55 million and a full year 2025 net loss of US$68 million. See our latest analysis for Darling Ingredients. The Diamond Green Diesel update landed after a sharp run in the share price, with a 30 day share price return of 26.83% and a 90 day gain of 42.46%. The 1 year total shareholder return of 21.89% contrasts with weaker 3 and 5 year total shareholder...

Alleima AB (publ) ( STO:ALLEI ) will increase its dividend from last year's comparable payment on the 7th of May to...

In late January 2026, Nextpower Inc. reported third-quarter fiscal 2026 results showing higher sales and net income than a year earlier, raised its full-year guidance, and announced a US$500 million share repurchase program authorized for three years. At the same time, newly formed joint venture Nextpower Arabia agreed to supply 2.25 GWp of advanced solar tracking systems to Larsen & Toubro for Saudi Arabia’s Bisha Solar project, underlining Nextpower’s push into localized manufacturing and...

Key Insights Insiders appear to have a vested interest in IDNA Genomics' growth, as seen by their sizeable ownership...