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Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Record Gold Prices And Cost Guidance Update

Northern Star Resources (ASX:NST) moved after record gold prices coincided with the company lifting its FY26 all in sustaining cost forecast and addressing recent operational issues, giving investors fresh information on margins and reliability. See our latest analysis for Northern Star Resources. Beyond this update, Northern Star Resources has been active on the corporate front, including a recent boardroom change with a new Joint Company Secretary and an upcoming AME Roundup presentation...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Is Dexcom (DXCM) Pricing Reflect Long Term Potential After Continuous Glucose Monitoring Focus?

If you are wondering whether DexCom's current share price reflects its long term potential, this article walks through what the numbers are actually saying about value. DexCom shares last closed at US$73.67, with recent returns of 4.2% over 7 days, 9.0% over 30 days and 10.7% year to date, set against a 16.6% 1 year decline and a 31.2% decline over 3 years. Recent news around DexCom has largely focused on its continuous glucose monitoring technology and how it fits into the wider diabetes...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial (SYF) Q4 EPS Drop Tests Bullish Low P/E Valuation Narrative

Synchrony Financial (SYF) has wrapped up FY 2025 with fourth quarter revenue of US$2,351 million and basic EPS of US$2.09, alongside net income excluding extra items of US$751 million as the latest snapshot of its consumer finance engine. The company has seen quarterly revenue move from US$2,240 million and EPS of US$1.93 in Q4 2024 to a range of US$2,227 million to US$2,677 million and EPS between US$1.91 and US$2.89 across 2025, setting up a full year where a trailing twelve month EPS of...
XTRA:BEI
XTRA:BEIPersonal Products

Beiersdorf (XTRA:BEI) Valuation Check As New Hansaplast Invisible Plasters Target Everyday Wound Care

Why Beiersdorf’s new Hansaplast products matter for investors Beiersdorf (XTRA:BEI) has launched two invisible plaster formats under its Hansaplast, Elastoplast and CURITAS brands, supported by a digital educational campaign designed to influence everyday wound care habits and increase brand engagement. See our latest analysis for Beiersdorf. Beiersdorf’s new Hansaplast formats land at a time when the share price is €96.74, with a 30-day share price return of 4.43% and year-to-date gain of...
NasdaqGS:BPOP
NasdaqGS:BPOPBanks

Popular (BPOP) Margin Improvement Challenges Cautious Earnings Narratives

Popular (BPOP) closed out FY 2025 with fourth quarter revenue of US$751.8 million and basic EPS of US$3.53, while trailing twelve month revenue reached US$2.9 billion and EPS came in at US$12.31. Over the past few quarters, revenue has moved from US$665.1 million in Q3 2024 to US$689.4 million in Q4 2024 and then to US$751.8 million in Q4 2025, with quarterly EPS running from US$2.16 to US$2.51 and then to US$3.53 across the same periods. With net profit margin now higher than it was a year...
NYSE:GIS
NYSE:GISFood

General Mills Faces Recall Test While Refocusing Brand Portfolio

General Mills (NYSE:GIS) expanded its voluntary recall of Pillsbury Pizza Pops in Canada due to potential E. coli contamination. The broader recall affects additional lots of a well known frozen snack product in a key international market. The company also agreed to sell its Muir Glen organic tomato brand to Violet Foods. These moves reshape parts of General Mills' portfolio while it addresses a food safety issue in real time. General Mills, known for brands across cereal, snacks and...
ENXTAM:ASM
ENXTAM:ASMSemiconductor

Assessing ASM International (ENXTAM:ASM) Valuation After Berenberg’s Upgraded 2025–2027 Outlook

Berenberg’s upbeat commentary on ASM International (ENXTAM:ASM), following an encouraging early Q4 2025 update and stronger capex signals from TSMC and Intel, has pushed the stock back into focus for many semiconductor investors. See our latest analysis for ASM International. That upbeat Q4 2025 update and stronger capex signals from TSMC and Intel come on top of powerful recent momentum. ASM International’s 30 day share price return of 41.28% and 1 year total shareholder return of 41.47%...
ENXTAM:ARCAD
ENXTAM:ARCADProfessional Services

Assessing Arcadis (ENXTAM:ARCAD) Valuation After Securing Dutch Nuclear Planning Framework Agreement

The latest move around Arcadis (ENXTAM:ARCAD) is its role in the NEXUS NL consortium, which has secured a framework agreement of up to €180 million for Dutch nuclear new build planning. See our latest analysis for Arcadis. At a share price of €37.12, Arcadis has seen a 3.0% 7 day share price return and a 5.6% 30 day share price return. Its 90 day share price return of 26.9% and 1 year total shareholder return of 30.4% may influence how investors view this latest €180 million nuclear planning...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Is Fluence Energy’s U.S.-Made Gridstack Pro Win in Arizona Reframing Its Competitive Edge (FLNC)?

Fluence Energy, Inc. announced it will supply its Gridstack Pro battery energy storage solution for the Pioneer Clean Energy Center in Yuma County, Arizona, a 300 MW ac solar plus 300 MW / 1,200 MWh storage project developed by BrightNight and Cordelio Power to enhance local grid reliability under a long-term tolling agreement. A distinctive element of this project is Fluence’s use of U.S.-manufactured cells, modules, enclosures, and thermal management systems, underscoring the company’s...
NYSE:HII
NYSE:HIIAerospace & Defense

Did Zumwalt Sea Trials and ATSP5 Win Just Shift Huntington Ingalls (HII) Investment Narrative?

HII’s Ingalls Shipbuilding division recently completed builder’s sea trials for the modernized USS Zumwalt, while its Mission Technologies unit secured a place on the 10-year, US$25.40 billions ATSP5 defense engineering contract. Together, progress on the Navy’s first Conventional Prompt Strike platform and access to a very large technology support contract underscore HII’s role across both advanced shipbuilding and defense electronics. Next, we’ll examine how the successful USS Zumwalt sea...
WBAG:STR
WBAG:STRConstruction

Assessing Strabag (WBAG:STR) Valuation After Upgraded 2025 Margin And Output Guidance

Event driven update on Strabag (WBAG:STR) Strabag (WBAG:STR) has raised its 2025 EBIT margin expectation to at least 6.5%, with management also guiding for about €20.4b in output volume, after stronger activity in German and international infrastructure projects. See our latest analysis for Strabag. The stronger guidance comes after a sharp 1-day share price return of 11.66% and a 90-day share price return of 30.43%. The 1-year total shareholder return is very large, suggesting momentum has...
OM:STOR B
OM:STOR BIndustrials

Assessing Storskogen Group (OM:STOR B) Valuation After Launch Of Share Buyback Program

Storskogen Group (OM:STOR B) has drawn fresh investor attention after launching a shareholder approved buyback program, targeting up to 8,515,686 class B shares and SEK 100 million in repurchases to adjust its capital structure. See our latest analysis for Storskogen Group. The buyback announcement comes after a period of steady share price momentum, with a 90 day share price return of 18.78% and a 3 year total shareholder return of 33.43%, while the latest close sits at SEK11.75. If this...
NYSE:IDA
NYSE:IDAElectric Utilities

How Investors Are Reacting To IDACORP (IDA) Balancing Dividends With Clean Energy And Infrastructure Spending

Earlier in January 2026, IDACORP’s board declared a US$0.88 per-share common stock dividend, payable on March 2, 2026 to shareholders of record on February 5, 2026, underscoring ongoing cash returns to investors. At the same time, its utility arm Idaho Power outlined multi-year infrastructure spending and a long-term move toward 100% clean energy, aligning dividend continuity with a large capital build-out and energy transition plan. Next, we’ll examine how IDACORP’s dividend declaration...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Fastly (FSLY) Is Up 17.1% After Edge AI Buzz And Clawdbot Hype - Has The Bull Case Changed?

Recently, Fastly drew attention after investor interest in edge cloud platforms increased, following competitor Cloudflare’s updates on its AI infrastructure capabilities and related sector momentum. The surge in attention around Clawdbot, an open-source AI agent built on Anthropic’s Claude and deployed on edge computing networks, highlighted how AI workloads could enhance the relevance of providers like Fastly in supporting next-generation applications. Against this backdrop, we’ll examine...
TSX:CSU
TSX:CSUSoftware

Assessing Constellation Software’s Valuation As RBC’s AI Disruption Concerns Pressure Canadian Tech

Why Constellation Software is back in focus after RBC’s AI driven call Constellation Software (TSX:CSU) is in the spotlight after RBC Capital Markets cut its outlook on several Canadian tech names, citing higher risk premiums tied to potential AI disruption across the software sector. See our latest analysis for Constellation Software. The latest RBC commentary arrives after a sharp 20.1% 30‑day share price decline and a 23.2% 90‑day share price return. The 1‑year total shareholder return of...