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NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir’s Defense Cloud Win And Airbus Renewal Test Growth Expectations

Palantir Technologies (NasdaqGS:PLTR) received new authorization from the U.S. Defense Information Systems Agency for its Federal Cloud Service Forward, enabling use across a range of defense environments. The approval covers deployment in sensitive military settings, including on-premises systems and at the tactical edge. Separately, Palantir renewed its multi-year Skywise data platform agreement with Airbus, extending a long-running commercial partnership. These moves come at a time when...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Will Dividend Hike And Board Expansion Around First Savings Deal Change First Merchants' (FRME) Narrative

In February 2026, First Merchants Corporation declared a cash dividend of $0.36 per common share, payable on March 20, 2026 to stockholders of record as of March 6, 2026. The concurrent appointment of veteran community banker Larry Myers to an expanded board underscores how First Merchants is tying governance to its recent First Savings acquisition and ongoing capital return plans. We’ll now examine how the new $0.36 dividend and Larry Myers’ board appointment shape First Merchants’ broader...
NYSE:STT
NYSE:STTCapital Markets

State Street (STT) Valuation Check As Cash Management ETF And Mariner Tech Partnership Expand Growth Story

State Street (STT) is back in focus after launching a low cost, actively managed prime money market ETF and securing a major Charles River wealth platform mandate from Mariner, highlighting its role in cash management and advisor technology. See our latest analysis for State Street. These product and client wins come as State Street’s recent share price return has cooled, with a 30 day share price return of 5% and a 7 day share price return decline of 3.31%, even though its 90 day share price...
HLSE:KOSKI
HLSE:KOSKIForestry

Koskisen Oyj Q3 Loss And 2.7% Margin Pressure Test Bullish Growth Narratives

Koskisen Oyj (HLSE:KOSKI) just posted another quarterly update, with Q3 2025 revenue at €83.9 million and a basic EPS loss of €0.07, setting the tone for how the rest of FY 2025 is shaping up. The company has seen quarterly revenue move from €73.0 million in Q4 2024 to €86.3 million in Q1 2025 and €89.7 million in Q2 2025, while EPS shifted from €0.07 in Q4 2024 to €0.18 in Q1 2025 and €0.21 in Q2 2025 before the latest dip. This leaves investors focused squarely on how margins are holding up...
SEHK:992
SEHK:992Tech

Lenovo Reshapes Infrastructure Group For AI As Shares Trade Below Targets

Lenovo Group (SEHK:992) is restructuring its Infrastructure Solutions Group to place greater emphasis on AI driven offerings. The company is expanding AI centric products and services while dealing with an industry wide crunch in memory chip supply. Management is prioritizing cost savings and new AI enabled hardware and infrastructure solutions to adapt its operations and product mix. For you as an investor, the key point is that Lenovo is reshaping a core infrastructure business around AI...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

Is It Time To Reassess IAC (IAC) After A 76% Five Year Share Price Slide

If you are wondering whether IAC is a bargain or a value trap at around US$34.31, starting with a clear look at what you are paying for today can help ground your view. The stock has been under pressure recently, with returns of a 3.8% decline over the past 7 days, a 13.4% decline over 30 days, a 12.1% decline year to date and an 11.4% decline over the past year, alongside a 20.6% decline over 3 years and a 76.1% decline over 5 years. These moves are playing out against a backdrop of ongoing...
NYSE:SXT
NYSE:SXTChemicals

Sensient Technologies (SXT) Earnings Surge 56.8% Tests Skeptics Of Turnaround Narrative

Sensient Technologies (SXT) has just posted its FY 2025 third quarter numbers, with revenue of US$412.1 million, basic EPS of US$0.87, and net income of US$37.0 million, while the trailing twelve months show revenue of US$1.6 billion, EPS of US$3.30, and net income of US$139.1 million. The company has seen quarterly revenue move from US$376.4 million in Q4 2024 to US$412.1 million in Q3 2025, with basic EPS stepping from US$0.71 to US$0.87 over the same stretch. This places margins and...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Is It Too Late To Consider Golar LNG (GLNG) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Golar LNG is attractively priced today, this article walks through what the current share price might be implying about the company. The stock last closed at US$43.44, with returns of 2.8% over 7 days, 8.4% over 30 days, 14.5% year to date, 9.6% over 1 year, a very large gain over 3 years and 318.8% over 5 years. Recent headlines around Golar LNG have focused on its positioning in the liquefied natural gas value chain and how investors may be reassessing exposure...
TSE:4324
TSE:4324Media

Dentsu Group (TSE:4324) Q4 Loss Deepens And Tests Profit-Recovery Narratives

Dentsu Group (TSE:4324) has wrapped up FY 2025 with fourth quarter revenue of ¥420.9 billion and basic EPS of a ¥1,024.97 loss, while trailing 12 month revenue came in at ¥1.4 trillion with basic EPS of a ¥1,262.03 loss, keeping the group in loss making territory. Over recent periods, the company has seen quarterly revenue range from ¥330.4 billion to ¥420.9 billion and basic EPS swing between a ¥1,024.97 loss and a ¥46.67 profit, giving investors a wide view of how earnings power has moved...
OM:KLARA B
OM:KLARA BReal Estate

KlaraBo Sverige (OM:KLARA B) One Off Gain Dominates Earnings And Tests Bullish Narratives

KlaraBo Sverige (OM:KLARA B) has just posted its FY 2025 numbers, with Q3 revenue at SEK 182.4 million and basic EPS of SEK 0.84, while trailing twelve month figures show revenue of SEK 684 million and basic EPS of SEK 3.68, helped by a SEK 489.8 million one off gain in the last year. The company has seen quarterly revenue move from SEK 146 million in Q4 2024 to SEK 182.4 million in Q3 2025, with basic EPS ranging from SEK 1.37 in Q4 2024 to SEK 0.84 in Q3 2025 after peaking at SEK 1.49 in Q1...
NYSE:IVT
NYSE:IVTRetail REITs

How Investors May Respond To InvenTrust Properties (IVT) Dividend Hike And Sun Belt Portfolio Shift

InvenTrust Properties Corp. reported past fourth-quarter 2025 revenue of US$77.38 million and net income of US$2.66 million, alongside full-year revenue of US$299.17 million and net income of US$111.42 million, and the board approved a 5% increase to the annual cash dividend to US$1.00 per share starting with the April 2026 payment. These results cap a year in which InvenTrust reshaped its portfolio by selling five California assets, acquiring 10 Sun Belt properties worth over US$460...
TSX:SRU.UN
TSX:SRU.UNRetail REITs

A Look At SmartCentres Real Estate Investment Trust (TSX:SRU.UN) Valuation After Strong Full Year 2025 Results

SmartCentres Real Estate Investment Trust (TSX:SRU.UN) has drawn fresh investor attention after reporting full year 2025 results, including net income of CA$310.76 million and an in place and committed occupancy rate of 98.6%. See our latest analysis for SmartCentres Real Estate Investment Trust. The latest earnings update and occupancy metrics sit alongside a CA$27.28 share price and a 16.25% 1 year total shareholder return. Shorter term share price gains suggest momentum has been gradually...
HLSE:HKFOODS
HLSE:HKFOODSFood

HKFoods Oyj (HLSE:HKFOODS) Q3 Profit Margins Challenge Longstanding Loss-Making Narrative

HKFoods Oyj (HLSE:HKFOODS) has reported its FY 2025 results with third quarter revenue of €247.1 million and basic EPS of €0.06. Trailing twelve month revenue is around €993.3 million, with a basic EPS loss of about €0.01 based on recent quarters. The company has recorded quarterly revenue between €233.7 million and €266.9 million over the last six reported periods, with basic EPS ranging from a loss of €0.09 to a profit of €0.06 as margins have alternated between profit and loss. See our...
NYSE:PLD
NYSE:PLDIndustrial REITs

What Prologis (PLD)'s Dividend Hike Amid Legal and Data-Center Moves Means For Shareholders

In February 2026, Prologis’ board approved a 6% increase in the annualized common dividend to US$4.28 per share and declared a quarterly payout of US$1.07 per share, alongside a regular Series Q preferred dividend of US$1.0675 per share, both payable on March 31, 2026 to holders of record on March 17, 2026. At the same time, Prologis faces a jury verdict that assigns it partial responsibility in a large-scale environmental lawsuit while it also advances a new collaboration on micro data...
NYSE:BK
NYSE:BKCapital Markets

Is It Time To Reassess Bank of New York Mellon Corporation (BK) After Recent Price Pullback?

If you are wondering whether Bank of New York Mellon Corporation stock still offers value at current levels, this article will help you weigh what the market price might be implying about the business. BNY recently closed at US$117.74, with returns of a 5.3% decline over the last 7 days, a 5.5% decline over 30 days, a 0.6% gain year to date, 36.9% over 1 year, 148.5% over 3 years and 220.4% over 5 years. These figures may prompt you to reassess the balance between opportunity and...
TSE:6191
TSE:6191Hospitality

AirTrip (TSE:6191) EPS Surge Challenges Bearish Earnings Decline Narrative

How AirTrip's Q1 2026 Numbers Set the Stage for the Next Chapter AirTrip (TSE:6191) opened its new fiscal year with Q1 2026 revenue of ¥8.0b and basic EPS of ¥47.15, backed by net income of ¥1.1b that puts fresh earnings power in focus for shareholders. Over the past year, the company has seen quarterly revenue move from ¥6.4b in Q1 2025 to ¥8.0b in Q1 2026, while basic EPS shifted from ¥17.33 to ¥47.15 over the same stretch. This gives investors a clear line of sight on how the top and...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Is CRISPR Therapeutics (CRSP) Pricing Reflect Its DCF Upside After Recent Share Swings

If you are wondering whether CRISPR Therapeutics at around US$53.07 is priced fairly or giving you a margin of safety, you are asking the right question for a stock like this. The share price has moved around recently, with an 8.9% gain over the last 7 days, a 6.7% decline over 30 days, a 1.3% decline year to date, a 6.7% return over 1 year and a 64.4% decline over 5 years, which can change how investors view both its potential and its risks. Recent headlines around CRISPR Therapeutics have...
TSE:4612
TSE:4612Chemicals

Nippon Paint Holdings (TSE:4612) Margin Expansion Reinforces Bullish Earnings Narratives

Nippon Paint Holdings (TSE:4612) has wrapped up FY 2025 with Q4 revenue of ¥455.9b and basic EPS of ¥19.47, rounding out a year in which trailing twelve month revenue reached ¥1.77t and EPS came in at ¥76.66. The company has seen revenue move from ¥1.64t and EPS of ¥54.22 on a trailing basis a year earlier to the latest ¥1.77t and ¥76.66, alongside net income shifting from ¥127.34b to ¥179.80b over the same period. This gives investors more detail on the recent profit trajectory and how it...
TSE:8066
TSE:8066Trade Distributors

Mitani (TSE:8066) Q3 EPS Strength Tests Cautious Earnings Growth Narratives

Mitani (TSE:8066) has posted its Q3 2026 numbers with revenue of ¥87.7b and basic EPS of ¥67.07, alongside net income excluding extra items of ¥5,609m, giving investors a fresh read on both top line scale and per share profitability. The company has seen quarterly revenue move from ¥81.3b in Q2 2025 to ¥87.7b in Q3 2026, while basic EPS shifted from ¥58.60 to ¥67.07 over the same span, with trailing twelve month EPS at ¥240.13 and net income at ¥20,084m. This sets the backdrop for how you...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Apple Hospitality REIT Board Change Puts Focus On Valuation And Oversight

Apple Hospitality REIT (NYSE:APLE) announced that Kristian Gathright has resigned from its Board of Directors. Gathright’s departure comes after seven years of board service. The company indicated that her resignation was not due to any disagreement with the company. Apple Hospitality REIT focuses on owning a large portfolio of rooms-focused hotels, giving investors exposure to the US lodging sector through a single, diversified vehicle. Board-level moves like Gathright’s exit can matter...
TSX:GWO
TSX:GWOInsurance

The Bull Case For Great-West Lifeco (TSX:GWO) Could Change Following Record Earnings And A 10% Dividend Hike

In February 2026, Great-West Lifeco reported full-year 2025 net income of C$4,120 million, record base earnings growth, a 10% increase in its quarterly common dividend to C$0.67 per share, and continued sizeable share repurchases alongside approved preferred share dividends, marking a year of active capital returns to shareholders. Beyond the headline earnings and dividend hike, the company highlighted strong contributions from its U.S. Empower and Canadian businesses and the use of AI to...
OB:ELK
OB:ELKChemicals

Elkem (OB:ELK) Margin Compression To 2.9% Challenges Bullish Turnaround Narratives

Elkem (OB:ELK) has put fresh numbers on the table for FY 2025, with third quarter revenue at NOK 4,075 million and basic EPS of NOK 0.34, set against a trailing 12 month EPS of NOK 0.76 on revenue of NOK 16.9 billion. Over recent quarters the company has seen revenue move between NOK 4,301 million and NOK 4,075 million, while quarterly EPS has ranged from a loss of NOK 0.17 to a profit of NOK 0.37. The latest trailing net margin sits at 2.9% versus 39.2% a year earlier, including a one off...
NYSE:SAH
NYSE:SAHSpecialty Retail

A Look At Sonic Automotive (SAH) Valuation As Earnings Estimates Are Cut Before February 18 Report

Why Sonic Automotive’s next earnings report is drawing fresh attention Sonic Automotive (SAH) is back in focus after analysts recently trimmed their consensus earnings forecast ahead of the company’s February 18 quarterly report, following a mixed pattern of estimate surprises over the last four releases. See our latest analysis for Sonic Automotive. The share price has eased back to US$60.11, with a 1-day share price return of a 1% decline and a 30-day share price return of a 4.7% decline...