OM:JM
OM:JMConsumer Durables

Will Smucker’s Lawsuit Against Trader Joe’s Over Uncrustables Shape JM’s (OM:JM) Competitive Edge?

J.M. Smucker recently filed a federal lawsuit against Trader Joe’s, alleging that the grocer’s crustless peanut butter and jelly sandwiches infringe on trademarks related to Smucker’s Uncrustables brand by mimicking its design and packaging. This legal dispute underscores Smucker’s strong commitment to defending the unique characteristics and market position of one of its flagship product lines. We'll explore how Smucker's proactive legal action to protect Uncrustables could shape its...
OM:VIT B
OM:VIT BSoftware

Will Vitec Software Group's Recurring Revenue Dominance Shape Its Global Ambitions? (OM:VIT B)

Vitec Software Group AB reported third quarter and nine-month 2025 earnings, with sales increasing to SEK773.22 million and SEK2.37 billion, respectively, while net income and earnings per share saw minor declines year-over-year. An interesting detail is that recurring revenue accounted for 90% of total sales, highlighting the company’s focus on stable, reliable income streams. Next, we'll explore how Vitec’s international expansion and resilient recurring revenue base inform its current...
OM:VOLV B
OM:VOLV BMachinery

Volvo (OM:VOLV B): Margin Decline Counters Bullish Valuation Narrative as Net Margins Fall to 7.6%

AB Volvo (OM:VOLV B) delivered annual earnings growth of 17.7% over the last five years. Forecasts point to a continued, but slower, pace of 10.56% per year ahead. Revenue is expected to rise 3.4% annually, edging past the Swedish market average, even as profit margins narrowed from 10.1% to 7.6% in the most recent period. With VOLV B trading at SEK 247.4, below its estimated fair value and carrying a price-to-earnings ratio of 13.2x compared to the industry’s higher averages, investors are...
OM:ITECH
OM:ITECHChemicals

I-Tech (OM:ITECH) Delivers 68% Earnings Growth, Reinforcing Profitability Narrative Despite Valuation Concerns

I-Tech (OM:ITECH) posted standout numbers this period, delivering annual earnings growth of 68.4% and pushing net profit margins up to 21.1% from last year’s 17%. With earnings forecast to grow 24.99% and revenue expected to climb 16.4% annually, both outpacing the Swedish market, investors saw a stock trading at SEK84, well below its estimated fair value of SEK310.67. While the company’s strong growth and robust margins are drawing positive attention, some are weighing these results against...
OM:ATRLJ B
OM:ATRLJ BReal Estate

Assessing Atrium Ljungberg (OM:ATRLJ B) Valuation After Strong Turnaround to Profit in Q3

Atrium Ljungberg (OM:ATRLJ B) has posted a notable shift in its third quarter results, moving from a loss last year to a sizeable net profit this time. However, sales saw a slight decline. See our latest analysis for Atrium Ljungberg. Investors have taken notice of Atrium Ljungberg’s turnaround, with the stock climbing 13.5% over the past week and showing a 9.5% share price return for the past month. Despite volatility earlier this year, momentum is building again. Long-term shareholders have...
OM:VIT B
OM:VIT BSoftware

Vitec Software Group (OM:VIT B) Margin Decline Tests Growth Optimism Despite Strong Track Record

Vitec Software Group (OM:VIT B) posted a solid 6.2% EPS growth for its most recent period, falling short of its five-year annual average of 21.7%. Net profit margins declined to 11.1% from 12.2%. Looking ahead, analysts expect the company to accelerate earnings at 18.1% annually, with revenue forecast to climb 13.9% per year. This signals that market optimism about continued growth may be well-placed. See our full analysis for Vitec Software Group. Now, let’s see how these latest results...
OM:YUBICO
OM:YUBICOSoftware

Could Yubico’s (OM:YUBICO) Passwordless Push with Dashlane Reveal a Shift in Its Competitive Edge?

Dashlane and Yubico previously announced a partnership to introduce phishing-resistant, passwordless login for Dashlane users, utilizing Yubico’s YubiKey hardware and enabling vault access without a master password by leveraging the WebAuthn PRF extension. This makes Dashlane the first major credential manager to rely fully on FIDO2 security keys for vault access, signaling a significant leap in usability and cross-platform hardware-backed authentication security. We'll explore how Yubico's...