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Recent commentary on Hilltop Holdings highlights that over the past five years its net interest income has been flat, earnings per share have fallen about 15% a year, and analysts now expect its efficiency ratio to deteriorate, pointing to mounting profitability pressures. An important implication is that Hilltop may be struggling to adjust its fixed cost base and operations to softer demand, raising questions about how effectively it can respond to industry headwinds. Now we’ll assess how...

Brazilian Rare Earths Limited recently reported ultra-high-grade assay results from its Monte Alto project in Bahia, Brazil, including thick, continuous zones of rare earth mineralisation and multiple critical minerals. The confirmation of mineralisation continuity, combined with the discovery of a new ultra-high grade eastern corridor and a strike length now extending to at least 1.2 kilometres, strengthens the geological basis for upcoming resource and study work. We will now examine how...

Odfjell Technology (OB:OTL) sets the tone with FY 2025 results Odfjell Technology (OB:OTL) has wrapped up FY 2025 with fourth quarter revenue of NOK 1.4 billion and basic EPS of NOK 1.66, while trailing twelve month EPS sits at NOK 8.31 on revenue of NOK 5.5 billion and net income of NOK 328 million. The company has seen revenue move from NOK 1.45 billion in Q4 2024 to NOK 1.40 billion in Q4 2025, alongside quarterly EPS ranging between NOK 1.66 and NOK 2.57 through 2025, and trailing twelve...

Cheniere Energy Partners, L.P. recently reported past fourth-quarter and full-year 2025 results showing higher revenue and net income year over year, while also issuing 2026 distribution guidance of US$3.10–US$3.40 per common unit and maintaining a US$3.10 base distribution. Alongside a very large earnings beat versus analyst expectations, the partnership highlighted its Sabine Pass expansion plans and an S&P rating upgrade to BBB+ with a stable outlook, underscoring its evolving position in...

Intapp (NasdaqGS:INTA) has launched Celeste, a purpose-built agentic AI platform focused on regulated professional services. The company also announced new partnerships with Anthropic to integrate Claude and with Harvey to embed Intapp Walls for ethical compliance in enterprise AI deployments. These moves aim to address compliance-heavy workflows and data governance needs for firms in legal, accounting, and investment banking. For investors watching enterprise software, Intapp sits at the...

Vertex Pharmaceuticals (NasdaqGS:VRTX) has expanded beyond cystic fibrosis with recent approvals for Casgevy, a gene-editing therapy for sickle cell disease and beta-thalassemia. The company also received approval for Journavx, a non-opioid acute pain medication, widening its presence in serious disease areas. These new therapies mark a shift from reliance on a single therapy area to a broader portfolio in gene-editing and pain management. For investors tracking Vertex Pharmaceuticals, the...

Quotient Sciences partnership extension and rare disease focus Ipsen (ENXTPA:IPN) is back in focus after extending its commercial supply partnership with Quotient Sciences to manufacture therapy for Fibrodysplasia Ossificans Progressiva, an ultra rare condition with highly specific treatment needs. The move includes Ipsen funding new equipment at Quotient Sciences' Boothwyn facility, aimed at handling highly potent compounds such as Sohonos and supporting commercial scale supply of multiple...

Alkane Resources (ASX:ALK) has put fresh exploration results at the center of the story, highlighting high grade gold and antimony intersections at Kendal in Victoria and resource expansion potential emerging at Tomingley in New South Wales. See our latest analysis for Alkane Resources. Those Kendal and Tomingley drilling updates sit alongside a sharp pickup in performance, with Alkane Resources posting an A$1.75 share price, a 72.41% 90 day share price return and a 1 year total shareholder...

Hims & Hers Health (HIMS) is back in the spotlight after its Q4 2025 earnings per share beat, which contrasted with softer Q1 2026 revenue guidance and mounting regulatory and legal pressures. See our latest analysis for Hims & Hers Health. Those mixed earnings and guidance headlines have landed on a stock that was already under pressure, with a 30 day share price return of 47.44% declines and a year to date share price return of 53.31% declines. The 1 year total shareholder return is a...

ABL Group (OB:ABL) has wrapped up FY 2025 with fourth quarter revenue of US$88.7 million and a basic EPS loss of US$0.07, as net income excluding extra items came in at a loss of US$9.0 million. The company has seen quarterly revenue move from US$85.9 million in Q4 2024 to US$96.1 million in Q2 2025 and then to US$88.7 million in Q4 2025, while EPS has swung between a loss of US$0.03 in Q2 2025, a profit of US$0.05 in Q3 2025, and back to a loss of US$0.07 in Q4 2025. This keeps the focus...

If you are wondering whether CVS Health is fairly priced or offering value at its recent levels, you are not alone. This article will walk through what the numbers suggest. The stock last closed at US$78.01, with returns of 0.9% over the past 7 days, 8.3% over 30 days, a 2.6% decline year to date, and 25.6% over 1 year. This gives investors a mix of recent momentum and earlier pullbacks to think about. Recent news coverage has focused on CVS Health's position as a large integrated healthcare...

Shopify is rolling out AI driven merchant services that plug directly into its commerce platform, including tools for product discovery, conversational shopping, and operational support. The company has partnered with AI platforms such as OpenAI so shoppers can browse and buy within AI chat experiences while Shopify maintains control of the checkout layer. These moves are designed to enable end to end AI agent powered shopping using Shopify's checkout system, reshaping how merchants and...

Sandoz Group (SWX:SDZ) just wrapped up FY 2025 with second half revenue of US$5.9b, basic EPS of US$1.25 and net income of US$537m. The company has seen revenue move from US$5.3b and a net loss of US$150m in the second half of 2024 to US$5.3b and net income of US$377m in the first half of 2025, before reaching US$5.9b and EPS of US$1.25 in the latest period. This has set up a full year where trailing 12 month net income stands at US$914m and EPS at US$2.12. With a trailing net profit margin...

Brødrene A & O Johansen (CPSE:AOJ B) closed FY 2025 with Q4 revenue of DKK1.7 billion and basic EPS of DKK3.01, against a backdrop of trailing 12 month EPS of DKK7.4 and net income of DKK200.7 million that sits alongside 22.8% earnings growth over the past year. Over recent periods the company has seen revenue move from DKK5.4 billion on a trailing 12 month basis in Q4 2024 to DKK6.1 billion in Q4 2025. Over the same timeframe, trailing EPS shifted from DKK6.01 to DKK7.4, setting up a story...

In recent months, United States Lime & Minerals has been highlighted for strong earnings, resilient demand from U.S. construction and infrastructure, and a conservative balance sheet. An interesting angle is management’s emphasis on disciplined capital spending and returns on invested capital, which supports steady margins and robust free cash flow generation. Next, we’ll examine how this focus on disciplined capital allocation shapes United States Lime & Minerals’ investment narrative in...

Texas Instruments (NasdaqGS:TXN) agreed to acquire Silicon Laboratories in a US$7.5b deal. The transaction focuses on expanding wireless connectivity chips for industrial and consumer devices. This is Texas Instruments’ largest acquisition since 2011 and targets embedded and connectivity markets. For you as an investor, this deal centers on where Texas Instruments already spends much of its effort: embedded processing and analog chips that sit inside industrial gear and consumer devices...

Earlier in February, Tyler Technologies reported Q4 results that missed analyst expectations on both adjusted EPS and revenue, reflecting one-time contract issues and the wind-down of a low-margin Texas payments contract. Despite these operational setbacks, insider share purchases by the chief accounting officer and ongoing analyst optimism around Tyler’s SaaS, cloud, and AI initiatives highlight a management and market view that focuses on long-term business transformation. We’ll now...

Bank of Hawaii (BOH) has come into focus after a recent upgrade to Zacks Rank #1, along with higher consensus earnings estimates and a dividend yield of 3.6% compared with the industry’s 2.8%. See our latest analysis for Bank of Hawaii. The recent Zacks Rank upgrade comes after a strong run in the share price, with a 30 day share price return of 5.3%, a 90 day share price return of 20.1% and a 1 year total shareholder return of 15.8%. Together these measures point to momentum that has been...

Why Sunstone Hotel Investors is on investor watchlists Sunstone Hotel Investors (SHO) has been drawing attention after recent share price gains, with the stock up around 3% over the past week and roughly 9% over the past month. These shorter term moves sit alongside a mixed return profile, including a small gain over the past 3 months, a modest positive year to date performance, and a 1 year total return decline. This combination may prompt investors to reassess how the lodging REIT fits into...

GitLab Inc. recently expanded its Managed Service Provider Partner Program, allowing MSPs to offer a single managed service across the full software development lifecycle with agentic AI, flexible deployment options, and enhanced support, marketing, and revenue-sharing benefits. This move positions GitLab as a platform that can help enterprises address AI adoption, data sovereignty, and compliance needs through trusted partners embedded in local markets. We’ll now explore how this expanded...

BioInvent International (OM:BINV) has wrapped up FY 2025 with fourth quarter revenue of 3.016 million SEK and a basic EPS loss of 1.91 SEK, while trailing twelve month figures show revenue of 226.495 million SEK and a basic EPS loss of 5.06 SEK. Over recent quarters, the company has seen revenue move from 21.369 million SEK in Q4 2024 to 22.06 million SEK in Q1 2025, 198.098 million SEK in Q2 2025, and 3.321 million SEK in Q3 2025, alongside quarterly basic EPS figures ranging from a 1.48 SEK...

Fleetwood Limited (ASX:FWD) recently reported half-year results showing lower revenue but higher net profit, cut its interim fully franked dividend to A$0.095 per share, and announced a 12‑month on‑market buyback of up to A$5 million in shares following the sale of Northern RV’s operations. The company also appointed Andrea Pidcock as CEO, while strong Community Solutions earnings, an improved RV Solutions contribution, and a growing Building Solutions order book contrasted with weaker cash...

RAPT Therapeutics (RAPT) has drawn fresh attention after a sharp move in its share performance over the past 3 months. This has prompted investors to reassess the clinical stage biotech’s risk and reward profile. See our latest analysis for RAPT Therapeutics. At a share price of US$57.96, RAPT Therapeutics has shifted sharply over the past year, with a very large 1 year total shareholder return and a long term total shareholder return that remains negative. This suggests that recent momentum...

Astronics (ATRO) is back on investors’ radar after recent share price moves, prompting a closer look at how its current valuation lines up with reported revenue of US$862.128m and net income of US$29.359m. See our latest analysis for Astronics. With the share price at US$80.20, Astronics has posted a 46.97% 3 month share price return and a very large 1 year total shareholder return. This suggests momentum has been strong as investors reassess its risk and growth profile against current...