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ASX:TEA
ASX:TEAConstruction

Tasmea (ASX:TEA) Margin Decline Tests Bullish Growth Narratives After H1 2026 Results

Tasmea (ASX:TEA) has reported H1 2026 revenue of A$400.5 million and basic EPS of A$0.09, with trailing twelve month revenue at A$701.8 million and basic EPS at A$0.20, setting the backdrop for its latest half year update. The company has seen revenue move from A$246.7 million and basic EPS of A$0.12 in H1 2025 to A$301.3 million and EPS of A$0.11 in H2 2025, before reaching the current H1 2026 levels, giving investors a clear view of how the top and bottom lines are tracking into this year...
ASX:NEC
ASX:NECMedia

Nine Entertainment Holdings H1 2026 Margin Jump Tests Profit Quality Narratives

Nine Entertainment Holdings (ASX:NEC) has released its H1 2026 scorecard with revenue of A$1,060.0 million and basic EPS of A$0.05, providing a reference point for how investors assess the turnaround in reported profitability. The company has seen revenue move from A$1,108.4 million and EPS of A$0.03 in H1 2025 to A$1,060.0 million and EPS of A$0.05 in H1 2026, while trailing twelve month EPS sits at A$0.09 off A$2,644.9 million of revenue. With net profit margins in the trailing period...
NasdaqGS:CLNE
NasdaqGS:CLNEOil and Gas

How Amazon Warrant-Driven Loss Outlook At Clean Energy Fuels (CLNE) Has Changed Its Investment Story

In February 2026, Clean Energy Fuels reported fourth-quarter 2025 results showing revenue of US$112.32 million and a wider net loss of US$43.00 million, alongside guidance for a 2026 net loss attributable to the company of US$71.00 million to US$66.00 million, excluding unrealized contract impacts and estimated US$47.00 million of Amazon warrant charges. The company also flagged that swings in diesel and natural gas markets, plus variations in Amazon warrant vesting, could materially alter...
ASX:EGH
ASX:EGHReal Estate

How Do Eureka Group Holdings H1 2026 Results Weigh Against Bullish Narrative?

Eureka Group Holdings (ASX:EGH) has put up another solid set of numbers for H1 2026, with revenue of A$27 million and basic EPS of A$0.012, supported by trailing 12 month revenue of A$50.3 million and basic EPS of A$0.044. The company has seen revenue move from A$23.3 million and basic EPS from A$0.032 in H2 2025. This sets up the latest result against a backdrop of higher reported earnings and wider margins.
NYSE:LNN
NYSE:LNNMachinery

Lindsay Expands Roadway Safety Lineup With New Products And Growth Aims

Lindsay (NYSE:LNN) has introduced two new safety products, the Road Runner Truck-Mounted Attenuator and the AlphaGuard Channelizing Device. The products expand the company’s roadway and work zone safety lineup, targeting construction and traffic management applications. Both launches focus on work zone protection, operational efficiency, and evolving infrastructure management needs. Lindsay, trading at $135.74, is building on its position in roadway and infrastructure safety with these new...
TSX:ATX
TSX:ATXMetals and Mining

ATEX Resources (TSXV:ATX) Deepens Valeriano Drilling Push Is Its Capital Strategy Taking Shape?

In February 2026, ATEX Resources Inc. expanded its Phase VI drill program at the Valeriano copper-gold project in Chile by approximately 5,000 metres, aiming to further define the B2B Zone and test surrounding high-grade breccia targets while benefiting from lower marginal drilling costs. The expansion is backed by about US$52.5 million raised through warrant exercises, reinforcing ATEX’s ability to pursue resource growth and broader exploration at Valeriano. We’ll now examine how this...
ASX:PFP
ASX:PFPConsumer Services

Propel Funeral Partners (ASX:PFP) Net Margin Holds Near 9% Reinforcing Execution‑Focused Narratives

Propel Funeral Partners (ASX:PFP) posts steady H1 2026 earnings with modest EPS gain Propel Funeral Partners (ASX:PFP) has reported H1 2026 revenue of A$118.8 million and basic EPS of A$0.091, with net income of A$12.5 million framing a set of results that keeps profitability in focus for investors. The company has seen revenue move from A$115.2 million and EPS of A$0.085 in H1 2025 to A$110.6 million and A$0.063 in H2 2025, before landing at A$118.8 million and A$0.091 in H1 2026. This...
ASX:OCC
ASX:OCCBiotechs

Orthocell H1 Loss Of A$5.2 Million Tests Bullish Growth Narrative

Orthocell H1 2026 Earnings Snapshot Orthocell (ASX:OCC) has released its H1 2026 results, reporting revenue of A$5.4 million and a basic EPS loss of A$0.021, alongside a net loss of A$5.2 million. The company’s revenue moved from A$3.6 million in H1 2025 to A$5.1 million in H2 2025 and A$5.4 million in H1 2026. Over the same periods, basic EPS shifted from a loss of A$0.006 in H1 2025 to A$0.031541 in H2 2025 and A$0.021 in H1 2026. For investors, the latest results keep the focus on how...
ASX:MGH
ASX:MGHConstruction

MAAS Group Holdings H1 2026 Margin Slippage Challenges Bullish Profitability Narratives

MAAS Group Holdings (ASX:MGH) has reported H1 2026 revenue of A$639.3 million with basic EPS of A$0.10, setting the tone for its latest update at a current share price of A$4.29. The company has seen revenue move from A$473.9 million in H1 2025 to A$566.1 million in H2 2025 and A$639.3 million in H1 2026. Over the same periods, basic EPS has tracked from A$0.09 to A$0.11 to A$0.10, leaving investors to focus on what the current earnings mix indicates about the underlying margin profile. See...
ASX:WGN
ASX:WGNBasic Materials

Wagners Holding (ASX:WGN) Net Margin Expansion Reinforces Bullish Integrated Model Narrative

Wagners Holding (ASX:WGN) has put up a solid H1 2026 scorecard, reporting A$251.7 million in revenue and basic EPS of A$0.108, supported by trailing twelve month revenue of A$457.6 million and EPS of A$0.164. The company has seen revenue move from A$225.4 million in H1 2025 to A$205.9 million in H2 2025 and then to A$251.7 million in H1 2026. Over the same periods, EPS shifted from A$0.0657 to A$0.0551 and then to A$0.108, setting the scene for investors to focus squarely on how margins are...
ASX:CXL
ASX:CXLChemicals

Calix (ASX:CXL) Loss Widening To A$49.5m TTM Tests Bullish Growth Narrative

Calix (ASX:CXL) has reported its H1 2026 results with trailing 12 month revenue of A$31.0 million and a basic EPS loss of A$0.23, keeping the focus firmly on scale up rather than profitability at a current share price of A$1.08. Over recent halves the company has seen revenue move from A$12.0 million in H2 2024 to A$13.5 million in H1 2025 and A$14.7 million in H2 2025, while basic EPS losses narrowed from A$0.07 to A$0.03. This sets up this release as another checkpoint on whether higher...
NasdaqGS:PICS
NasdaqGS:PICSDiversified Financial

Is It Too Late To Reconsider PicS (PICS) After The Recent 27% Price Jump

If you are wondering whether PicS is attractively priced at its recent levels, this article will walk through what the current numbers are really saying about the stock. The share price recently closed at US$16.81, with a 7 day return of 27.4% and a year to date return of an 11.5% decline. This has caught the attention of investors who are considering the balance between growth potential and risk. Recent news coverage around PicS has focused on its positioning within the diversified...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Match Group Board Exits Raise Questions On Future Oversight And Strategy

Pamela Seymon and former CEO Sharmistha Dubey plan to leave Match Group's Board at the 2026 Annual Meeting. The departures will change the board composition at NasdaqGS:MTCH and affect its governance structure. Investors are watching for how these board changes may influence oversight and long term company direction. Match Group, the parent of several online dating platforms, sits at the center of how people form relationships through digital services. As user behavior, regulation, and...
NYSE:SEM
NYSE:SEMHealthcare

Select Medical Take Private Interest Spurs Fresh Look At Valuation Risks

Select Medical Holdings (NYSE:SEM) has received a nonbinding indication of interest to take the company private. A special committee of the Board is currently reviewing the proposal. The approach represents a potential change in ownership structure and corporate control. For shareholders, the timing of this approach comes after a mixed share price record. The stock closed at $14.82, with a 1-year return of a 21.3% decline and a 3-year return of a 6.6% decline. Over 5 years, the share price...
NYSE:SNA
NYSE:SNAMachinery

Snap-on Balances Resilient Sales With Higher Dividend And Ongoing Buybacks

Snap-on (NYSE:SNA) reports resilient sales in a challenging environment, supported by strong product innovation and customer response. The company announces a dividend increase for the sixteenth consecutive year. Snap-on confirms continued share repurchases as part of its capital return program. Snap-on, a long established supplier of tools, equipment, and diagnostics to professional users, is leaning on new products and franchisee feedback as it responds to higher material costs and...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Harmonic Refocuses On Broadband As Partnerships Test Valuation Gap

Harmonic has agreed to sell its Video business to MediaKind, repositioning itself as a pure-play broadband company. The company is integrating its broadband technology with ATX Networks to support cable operators upgrading their networks. A multi-year agreement with izzi in Mexico targets large scale fiber expansion using Harmonic solutions. Harmonic, ticker NasdaqGS:HLIT, is refocusing around broadband at a time when its shares trade at $10.44. The stock shows mixed longer term...
NYSE:ESRT
NYSE:ESRTOffice REITs

Do Empire State Realty Trust's New NYC Leases and Buybacks Reshape ESRT's Core Investment Story?

Empire State Realty Trust reported fourth-quarter 2025 results with higher revenue and net income, renewed and expanded major Manhattan leases with tenants including Burlington, TJ Maxx, JP Morgan Chase, and Nespresso, and completed a US$6,000,000 share repurchase program that retired 891,530 shares. In February 2026, the company reinforced its income profile with first-quarter 2026 common and preferred dividends and highlighted a fully New York City-focused portfolio and award-winning...
SEHK:1138
SEHK:1138Oil and Gas

Why COSCO SHIPPING Energy Transportation (SEHK:1138) Is Up 9.5% After VLCC Freight Rates Hit Decade Highs

During the recent Spring Festival period, COSCO SHIPPING Energy Transportation benefited from a sharp upswing in Very Large Crude Carrier freight rates, which climbed to their highest levels in nearly a decade amid heightened geopolitical tensions and disrupted shipping lanes. The spike in VLCC rates reflects a surge in geopolitical risk premiums and aggressive fixture activity by major charterers, underscoring how external conflict risks can quickly reshape demand and pricing power in the...
NYSE:AS
NYSE:ASLuxury

Amer Sports (AS) Margin Expansion Reinforces Bullish Profitability Narratives Despite Premium P/E

Amer Sports (AS) has just wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and basic EPS of US$0.24, alongside net income of US$131.5 million. The trailing 12 month figures show revenue of US$6.6 billion and EPS of US$0.77. The company has seen quarterly revenue move from US$1.6 billion in Q4 2024 to US$2.1 billion in Q4 2025, while basic EPS shifted from US$0.03 to US$0.24 over the same period. This sets up a story in which higher earnings and a reported 6.5% net margin over...
TSE:4063
TSE:4063Chemicals

Is Shin-Etsu Chemical (TSE:4063) Using Warrants To Quietly Redefine Its Capital Return Strategy?

Shin-Etsu Chemical Co., Ltd. previously held a board meeting on February 16, 2026 to consider setting the conditions for issuing its twenty sixth series of share warrants via third-party allotment, aimed at funding an accelerated share repurchase program. This move highlights the company’s focus on actively managing its capital structure, as share warrants tied to an accelerated buyback can materially reshape future ownership and liquidity. Next, we’ll examine how Shin-Etsu Chemical’s use of...
TSE:5393
TSE:5393Building

A Look At Nichias (TSE:5393) Valuation After Fresh 2026 Earnings Guidance

Fresh guidance puts Nichias earnings expectations in focus Nichias (TSE:5393) has issued full year guidance for the period ending March 31, 2026, projecting net sales of ¥254,000 million, operating income of ¥36,500 million, and profit attributable to owners of ¥25,800 million. See our latest analysis for Nichias. The new full year guidance lands after a strong share price run, with Nichias posting a 42.12% 3 month share price return and a 100.20% 1 year total shareholder return. This...
NYSE:CWH
NYSE:CWHSpecialty Retail

Assessing Camping World Holdings (CWH) Valuation As Mixed Signals Draw Fresh Investor Attention

Why Camping World Holdings Stock Is Drawing Attention Now Camping World Holdings (CWH) has been on investors’ radar after a stretch of weaker share performance, including a 1-month return of 24.6% and a past 3 months return of 4.2%. At a last close of US$10.85, the company combines annual revenue of about US$6.4b with a reported net income loss of US$54.1 million, giving investors a mix of scale and current profitability questions to weigh. See our latest analysis for Camping World...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

Is It Too Late To Consider Littelfuse (LFUS) After A 55% One-Year Rally?

If you are looking at Littelfuse and wondering whether the recent price puts the stock on sale or at a premium, the key question is what you are really paying for at today's level. The share price recently closed at US$368.60, with returns of 5.4% over 7 days, 27.0% over 30 days, 40.4% year to date and 54.7% over 1 year, which naturally raises questions about how much of the story is already in the price. Alongside these moves, recent news flow around Littelfuse has focused on its position...
TSE:6326
TSE:6326Machinery

Is It Too Late To Consider Kubota (TSE:6326) After Its Strong Share Price Run?

If you are wondering whether Kubota's share price still offers value after a strong run, this article will walk through what the numbers actually say about the stock. Kubota's share price closed at ¥3,132, with returns of 4.2% over 7 days, 32.0% over 30 days, 39.7% year to date, 69.0% over 1 year, 64.1% over 3 years and 39.9% over 5 years. These gains naturally raise questions about how much of the value case is already reflected in the price. Recent coverage of Kubota has focused on its...