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In January 2026, Insmed reported strong preliminary 2025 results, with total revenue rising to US$606.4 million from US$363.7 million a year earlier, fueled by ongoing ARIKAYCE momentum and the first full year of BRINSUPRI sales. Management also laid out an ambitious 2026 roadmap, spotlighting an expected EU launch for BRINSUPRI and multiple late-stage clinical trial readouts that could reshape its product mix. Next, we’ll examine how Insmed’s rapid ARIKAYCE and BRINSUPRI expansion might...

Credicorp (BAP) is back in focus after announcing that Tenpo, its Chilean digital banking subsidiary, has secured operating authorization as Chile’s first licensed neobank under the country’s General Banking Law. See our latest analysis for Credicorp. The Tenpo approval has coincided with strong momentum in Credicorp’s shares, with a 1-day share price return of 1.73%, 30-day share price return of 15.05% and year-to-date share price return of 16.12%, alongside a 1-year total shareholder return...

Q3 earnings beat and software push put Donnelley Financial Solutions (DFIN) in focus Donnelley Financial Solutions (DFIN) is back on investor radars after Q3 2025 earnings topped expectations and management outlined a plan to reach 60% of sales from software solutions by 2028. See our latest analysis for Donnelley Financial Solutions. The Q3 earnings beat and the push toward software have come alongside a 30 day share price return of 18.18% and a year to date share price return of 19.81%...

In the days leading up to its now-released fourth-quarter results, East West Bancorp drew attention as investors focused on its cross-border banking franchise and upcoming earnings announcement. Interest was amplified by the bank’s history of modestly topping revenue estimates and analyst expectations for continued year-on-year revenue growth and solid EPS. With that backdrop, we’ll explore how East West Bancorp’s consistent earnings beats and upcoming guidance could influence its broader...

New Era Energy & Digital (NUAI) has moved from planning into execution by taking full ownership of Texas Critical Data Centers and teaming up with Primary Digital Infrastructure to co-develop a one gigawatt plus hyperscale campus. See our latest analysis for New Era Energy & Digital. The recent Texas Critical Data Centers transaction and partnership news have arrived alongside sharp share price momentum, with a 7 day share price return of 65.46% and a 1 year total shareholder return of...

Evolution Mining recently reported record operating mine cash flow of A$1.06 billion for the December quarter, supported by better‑than‑expected production, low all‑in sustaining costs, and eight consecutive quarters of delivering to plan. This combination of strong cash generation, low gearing, minimal hedging, and sector‑leading cost performance underscores the company’s flexibility to fund dividends, buybacks, or growth investments. With this backdrop of record cash flow and...

FB Financial stock performance context FB Financial (FBK) has caught investor attention after a stretch of positive share performance, with the stock up 5.3% over the past day and 4.2% over the past week. See our latest analysis for FB Financial. That recent bounce sits on top of a steadier trend, with a 30 day share price return of 8.16% and a 90 day share price return of 12.90%. The 1 year total shareholder return of 18.32% and 5 year total shareholder return of 78.92% point to momentum...

Why the new AIG alliance matters for CVC Capital Partners CVC Capital Partners (ENXTAM:CVC) shares are in focus after the firm agreed a partnership with American International Group, involving up to $3.5 billion of insurance capital for credit strategies and a new private equity secondaries evergreen platform. See our latest analysis for CVC Capital Partners. The AIG agreement comes as CVC Capital Partners trades at €14.64, with a 7 day share price return of 1.88% and year to date share price...

Arrow Electronics recently announced a collaboration with Romanian startup .lumen to help scale production of AI-powered glasses that enable visually impaired users to move independently using on-device cameras, artificial intelligence and haptic feedback. The partnership underscores how Arrow’s component sourcing and engineering support can advance assistive technologies that rely on ultra-low latency, edge-based processing rather than cloud connectivity. We’ll now examine how this...

In recent weeks, Ryanair has faced a series of legal setbacks across Europe, including a fine from the Regional Court of Hamburg for failing to remove banned terms from its website and rulings against its non‑refundable fares, refund fees, and consent practices. At the same time, a high‑profile feud between CEO Michael O’Leary and Elon Musk has unexpectedly boosted Ryanair’s ticket sales, as the airline leverages the publicity through discounted seat promotions while reaffirming its low‑cost...

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Tango Therapeutics (TNGX) is in focus after founding CEO and President Dr. Barbara Weber retired, with board member Dr. Malte Peters stepping in as President and CEO, while she transitions to Executive Chair. See our latest analysis for Tango Therapeutics. The leadership change follows a period of strong price momentum, with Tango Therapeutics posting a 45.13% 1‑month share price return and a 66.14% 3‑month share price return, while its 1‑year total shareholder return is just over 3x. If this...

Stripe partnership and recent earnings put Insight Enterprises under the spotlight Insight Enterprises (NSIT) has paired a softer quarter, with revenues down 4% year on year and earnings missing analyst estimates, with an expanded global partnership with Stripe focused on AI driven commerce and modern payments. See our latest analysis for Insight Enterprises. At a share price of US$81.11, Insight Enterprises has seen a 1.94% 1 day share price gain and a 1.68% 30 day share price return, but a...

Fourth quarter 2025 guidance puts revenue expectations in focus Soleno Therapeutics (SLNO) has put out preliminary unaudited revenue guidance for the fourth quarter of 2025, expecting net revenue between US$90 million and US$92 million, providing a fresh reference point for investors tracking the stock. See our latest analysis for Soleno Therapeutics. At a share price of US$43.56, Soleno Therapeutics has seen a 31.57% 3 month share price decline and an 11.79% 1 month share price decline, yet...

Nemetschek (XTRA:NEM) is back in the spotlight as CEO Yves Padrines and Senior Vice President Stefanie Zimmermann outline the software group’s latest thinking at the 25th German Corporate Conference in Frankfurt. See our latest analysis for Nemetschek. That conference spotlight comes after a weak run in the share price, with Nemetschek’s 30 day share price return of -21.29% and 90 day return of -28.42% weighing on sentiment, even though the 3 year total shareholder return of 59.65% still...

Why Five9’s new Google Cloud alliance is drawing fresh investor attention Five9 (FIVN) has attracted fresh interest after announcing an expanded partnership with Google Cloud, centered on a joint Enterprise CX AI solution for large enterprises across multiple industries. See our latest analysis for Five9. The expanded Google Cloud alliance has arrived during a weak patch for the stock, with a 30 day share price return showing a 14.79% decline and a 1 year total shareholder return reflecting a...

Inflation concerns put Lazard (LAZ) in focus for rate sensitive investors Recent research from Lazard (LAZ) CEO Peter R. Orszag, highlighting the risk of U.S. inflation running hotter than expected and potentially slowing interest rate cuts, has put the stock on investors' radar. See our latest analysis for Lazard. Lazard's recent comments on stickier inflation come as the share price sits at US$53.85, with a 30-day share price return of 7.44% and year to date share price return of 8.26%. The...

Why PJT Partners Stock Is Back on Investors’ Radar PJT Partners (PJT) recently hit an all time high after reporting 23.3% revenue growth, beating earnings expectations, and attracting fresh UBS coverage with a Neutral rating focused on productivity from past investments. See our latest analysis for PJT Partners. The recent earnings beat and UBS coverage have arrived alongside firm share price momentum, with a 1 month share price return of 11.47% and a 1 year total shareholder return of...

Earlier in January 2026, Digi International launched SmartSense ONE and expanded its Digi Ventus Managed Connectivity Solutions, integrating monitoring, compliance, and managed 5G connectivity for customers and channel partners across sectors such as retail, food service, and healthcare. The move highlights Digi’s push toward unified, modular platforms and recurring managed-service offerings that tie together hardware, software, and data-driven operational insights. We’ll now examine how...

BRP Inc.’s Can-Am brand recently completed the 2026 Dakar Rally with factory racer Kyle Chaney and co-driver Jacob Argubright finishing second overall in Chaney’s debut, while Can-Am factory-supported drivers captured six of the top ten positions and five stage wins. This strong showing underscores the performance and durability of the Can-Am Maverick R platform in one of the world’s most demanding off-road racing environments, providing BRP with valuable real-world development...

Pernod Ricard’s Malibu brand recently introduced Malibu Pink, a new guava-, pineapple- and coconut-flavoured variant, alongside Malibu & Dole Ready-to-Drink Cocktails made with real pineapple juice. This combination of flavour innovation, ready-to-drink expansion and planned festival-focused marketing highlights how Pernod Ricard is leaning into vibrant, experiential spirits consumption trends. Next, we’ll examine how Malibu’s new flavour launches and ready-to-drink push shape Pernod...

In January 2026, the U.S. Government and AeroVironment mutually issued a stop work order on the BADGER phased array antenna systems contract for the SCAR satellite communications program to renegotiate it under new requirements, with an amended firm-fixed price agreement expected. This pause highlights how changing government program requirements can alter contract structures and risk-sharing, while AeroVironment still expects to support SCAR with future capabilities and products. Next,...

In January 2026, Q Technology (Group) announced unaudited 2025 earnings guidance indicating consolidated profit is expected to be very large versus the approximately RMB 279,068,000 reported for 2024, supported by stronger demand for mid-to-high-end camera and fingerprint modules, better product mix, and operational upgrades. The guidance also reflects a growing contribution from non-handset camera modules in intelligent driving and IoT, alongside one-off gains from disposing part of its...

Why Veracyte is on investors’ radar today Veracyte (VCYT) has drawn attention after recent trading, with the share price most recently closing at $43.30. With mixed short term returns and a stronger past 3 months, investors are reassessing the story. See our latest analysis for Veracyte. The 3.86% 1 day share price return and 21.49% 90 day share price return suggest momentum has been building recently, while the 0.58% 1 year total shareholder return and 68.16% 3 year total shareholder return...