NasdaqGS:PSKY
NasdaqGS:PSKYMedia

How Investors Are Reacting To Paramount Skydance (PSKY) Expanding Streaming Reach And Live Sports Ad Tech

In January 2026, Sky and Paramount Global Content Distribution announced an expanded exclusive partnership for New Zealand, while Paramount Skydance unveiled live, in-game programmatic ad buying for marquee sports such as UFC on Paramount+ in the US. Together, these moves highlight how Paramount Skydance is trying to deepen international content distribution while also refining monetization tools around premium live sports streaming. Next, we’ll examine how the introduction of live...
NYSE:IONQ
NYSE:IONQTech

IonQ’s SkyWater Deal Tests Vertically Integrated Quantum Platform Ambitions

IonQ (NYSE:IONQ) has agreed to acquire U.S. chip manufacturer SkyWater Technology in a deal valued at approximately $1.8b. The company plans to use the acquisition to build what it describes as the quantum sector's first fully vertically integrated, full stack platform. The transaction is intended to bring semiconductor production in house and support government and other highly regulated end markets. IonQ comes into this move with its shares at $45.8 and a 3 year return of 862.2%, along...
NYSE:BMI
NYSE:BMIElectronic

Badger Meter (BMI) Margin Stability At 15.5% Tests Bullish Earnings Momentum Narratives

Badger Meter (BMI) closed out FY 2025 with fourth quarter revenue of US$220.7 million and basic EPS of US$1.14, alongside net income of US$33.6 million. On a trailing twelve month basis, revenue was US$916.7 million with EPS of US$4.82 and net income of US$141.6 million. The company reported quarterly revenue increasing from US$205.2 million in Q4 2024 to US$220.7 million in Q4 2025, and basic EPS rising from US$1.05 to US$1.14 over the same period. This sets up the latest report as a check...
NYSE:CAAP
NYSE:CAAPInfrastructure

A Look At Corporación América Airports (NYSE:CAAP) Valuation After Seymour Extension And Traffic Growth Update

Corporación América Airports (NYSE:CAAP) is back in focus after two fresh updates: a six year extension of its Seymour Airport concession in the Galápagos and detailed operating results for December and full year 2025. See our latest analysis for Corporación América Airports. The latest Seymour extension and traffic update comes after a strong run in the shares, with a 33.82% 90 day share price return and a 46.33% one year total shareholder return, suggesting momentum has been building rather...
NYSE:PFS
NYSE:PFSBanks

Provident Financial Services (PFS) Margin Jump To 33.6% Tests Cautious Valuation Narratives

Provident Financial Services (PFS) just wrapped up FY 2025 with fourth quarter revenue of US$226.9 million and basic EPS of US$0.64, capping a trailing twelve month run that produced US$866.8 million in revenue and EPS of US$2.23. Over the past year, revenue has moved from US$607.2 million on a trailing basis to US$866.8 million, while EPS has risen from US$1.05 to US$2.23, with net income over the same window at US$291.2 million. This sets up a story that now focuses on how durable these...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

How Raised 2026 Guidance and Nuclear Deal At Tetra Tech (TTEK) Has Changed Its Investment Story

On January 28, 2026, Tetra Tech raised its full-year fiscal 2026 net revenue guidance to a range of US$4.15 billion to US$4.30 billion and projected second-quarter net revenue of US$975.00 million to US$1.03 billion with EPS of US$0.30 to US$0.33. On the same day, Westinghouse Electric Company announced a memorandum of understanding with Tetra Tech Canada to support AP1000 and AP300 nuclear reactor projects in Ontario, highlighting Tetra Tech’s role in Canada’s long-term clean energy...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Is Fannie Mae (FNMA) Still Sensibly Priced After Its Recent Share Price Volatility?

If you are wondering whether Federal National Mortgage Association's share price still makes sense after its recent run, you are not alone. A closer look at its value story can help frame expectations. The stock last closed at US$8.13, with a 43.6% return over the past year, even after a 21.3% decline over 30 days and an 11.6% decline over 7 days. It also has a very large 3 year return and a 319.1% return over 5 years. Recent news around government sponsored entities, regulatory discussions...
NasdaqGS:FCBC
NasdaqGS:FCBCBanks

First Community Bankshares (FCBC) Net Interest Margin Resilience Challenges Bearish Narratives

First Community Bankshares (FCBC) closed out FY 2025 with Q4 revenue of US$43.8 million and basic EPS of US$0.68, compared with Q4 FY 2024 revenue of US$40.6 million and EPS of US$0.71. Full year trailing revenue came in at US$167.4 million and EPS at US$2.66. Over the past few quarters, the company has reported revenue of US$40.2 million and EPS of US$0.64 in Q1 2025, US$42.2 million and US$0.67 in Q3 2025, and the latest Q4 figures. For investors, the mix of stable revenue, EPS performance...
NYSE:RNST
NYSE:RNSTBanks

Renasant (RNST) EPS Beat Reinforces Bullish Growth Narratives Despite Margin Concerns

Renasant (RNST) has just wrapped up FY 2025 with fourth quarter revenue of US$267.6 million and basic EPS of US$0.84, supported by trailing twelve month revenue of US$878.4 million and EPS of US$2.09. Over recent periods the company has seen revenue move from US$164.5 million in Q4 2024 to US$267.6 million in Q4 2025, while quarterly EPS shifted from US$0.70 to US$0.84 over the same stretch. This gives investors a clearer view of how the top and bottom lines are tracking into the new year...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen Faces 340B Legal Challenge As Stock Trades Near Analyst Views

Sagebrush Health Services has filed a lawsuit against Amgen alleging improper actions related to the 340B Drug Pricing Program. The complaint focuses on claims that Amgen cut off discounted drug sales and retracted millions of dollars in previously granted 340B discounts. Sagebrush also alleges that Amgen bypassed required federal processes that govern how manufacturers interact with 340B covered entities. The case raises questions about how manufacturers treat safety net providers that rely...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Legal Tests Put Youth Safety And Growth Plans Under Scrutiny

Meta Platforms (NasdaqGS:META) is facing a landmark trial in Los Angeles over allegations that its social media services are addictive and harmful to children. CEO Mark Zuckerberg is expected to testify as part of the case, which also involves other large tech companies and could influence future lawsuits globally. The company is also responding to a patent infringement suit related to its smartglasses product line. In India, Meta faces a major enforcement action and monetary penalty from...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

UMB Financial (UMBF) Net Interest Margin Strengthens Bullish Earnings Narrative

UMB Financial (UMBF) has wrapped up FY 2025 with fourth quarter revenue of US$695.9 million and basic EPS of US$2.76, supported by trailing twelve month revenue of about US$2.5 billion and EPS of US$9.35. Over the past year, the company has seen revenue move from US$1.57 billion on a trailing basis in Q4 2024 to US$2.50 billion in Q4 2025, while trailing EPS shifted from US$9.05 to US$9.35. This sets the stage for investors to focus on how that earnings profile lines up with the latest growth...
NasdaqGS:NCNO
NasdaqGS:NCNOSoftware

Assessing nCino (NCNO) Valuation After A Year Of Weak Shareholder Returns

Recent performance snapshot nCino (NCNO) has drawn investor attention after a period of mixed share performance, with the stock showing a 1 day decline, modest past week gain, and weaker returns over the past month and past 3 months. See our latest analysis for nCino. At the latest share price of US$23.23, nCino’s shorter term momentum looks weak, with a 30 day share price return of 11.27% decline and a year to date share price return of 5.76% decline. The 1 year total shareholder return of...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Third Point Battle Puts CoStar Residential Push And Core Focus Under Review

Third Point, led by Daniel Loeb, has launched a proxy fight at CoStar Group (NasdaqGS:CSGP), challenging the current board. The activist investor is criticizing governance, management incentives, and recent decisions around CoStar's residential real estate push. Third Point plans to nominate new directors and is urging a sharper focus on CoStar's core commercial real estate information and analytics business. CoStar Group operates data, analytics, and marketplace platforms for the...
NYSE:LUV
NYSE:LUVAirlines

Southwest Seating Shift Resets Brand And Revenue Model For Investors

Southwest Airlines (NYSE:LUV) is ending its long running open seating policy after more than 50 years. The airline plans to introduce assigned seating, premium fare tiers, and new pricing for checked bags as part of a broad brand refresh. This shift marks a redesign of Southwest’s product and revenue model, affecting both customer experience and fare structure. For you as an investor, this is a rare reset for an airline that built its identity around simplicity and a single class of...
NasdaqGS:WNEB
NasdaqGS:WNEBBanks

Western New England Bancorp (WNEB) EPS Jump Reinforces Bullish Profitability Narrative

Western New England Bancorp (WNEB) closed FY 2025 with fourth quarter total revenue of US$22.5 million and basic EPS of US$0.26, alongside trailing twelve month revenue of US$82.3 million and EPS of US$0.76 that sits against a 30.9% earnings increase over the past year. Over recent periods, total revenue has moved from US$19.3 million in Q4 2024 to US$22.5 million in Q4 2025, while quarterly EPS has shifted from US$0.16 to US$0.26 over the same stretch, giving investors a clear view of how...
NYSE:BXP
NYSE:BXPOffice REITs

Boston Properties (BXP) Steady FFO Highlights Cash Focus And Challenges Bearish Narratives

Boston Properties (BXP) closed out FY 2025 with Q4 revenue of US$923.4 million and basic EPS of US$1.57, while funds from operations reached US$280.2 million, or US$1.77 per share, putting the focus firmly on cash generation from its portfolio. Over the past year, the company has seen revenue move from US$852.4 million in Q4 FY 2024 to US$923.4 million in Q4 FY 2025, alongside a shift in basic EPS from a loss of US$1.44 to a profit of US$1.57. This sets the backdrop for how you might weigh...
NYSE:CARR
NYSE:CARRBuilding

Is Slowing HVAC Demand And Portfolio Reshaping Altering The Investment Case For Carrier Global (CARR)?

In recent months, Carrier Global has faced slowing organic revenue growth and signs of weakening demand in its core HVAC business, while also finalizing the divestiture of its Riello unit and authorizing a new share repurchase program as part of portfolio reshaping efforts. This combination of softer underlying demand and active capital allocation has prompted investors to reassess whether Carrier Global’s portfolio moves can offset pressure in its main operating segment. With these demand...
NYSE:COHR
NYSE:COHRElectronic

Is Coherent (COHR) Quietly Redefining Its Photonics Edge With This Wave of Niche Product Launches?

In January 2026, Coherent Corp. rolled out a wave of product launches spanning bondable diamond thermal spreaders, a germanium-free electro-optic modulator for CO2 laser via drilling, AxioView imaging fiber assemblies for catheter-based medical imaging, new FieldMax Touch laser power meters, and the compact Sapphire XT visible laser platform. Together, these introductions highlight how Coherent is using vertically integrated materials, photonics, and laser technologies to solve complex...
NasdaqGS:TRMK
NasdaqGS:TRMKBanks

Trustmark (TRMK) Net Margin Surge Reinforces Bullish Profitability Narratives

Trustmark (TRMK) has just closed out FY 2025 with fourth quarter revenue of US$214 million and EPS of US$0.97, capping a trailing twelve month run that produced US$798 million in revenue and EPS of US$3.72, alongside very large year over year earnings growth. Over the past year, revenue has moved from US$520 million and EPS of US$0.74 on a trailing basis to US$798 million and EPS of US$3.72, while net profit margin has shifted from 8.7% to 28.1%. For investors, a key consideration now is how...
NYSE:IVZ
NYSE:IVZCapital Markets

Invesco’s 2025 Recapitalization And China JV Reshape Earnings Outlook

In 2025, Invesco (NYSE:IVZ) completed a significant recapitalization of its balance sheet that is expected to free up more earnings for common shareholders. The company also reported record asset growth in its China joint venture during the same year. Together, these 2025 milestones mark a transformative phase in Invesco's business and international footprint. Invesco is a global asset manager with a broad line of investment products that range from actively managed funds to exchange traded...
NYSE:GD
NYSE:GDAerospace & Defense

General Dynamics (GD) Earnings Growth Outpaces Long Term Trend And Tests Value Narrative

General Dynamics (GD) has closed out FY 2025 with fourth quarter revenue of US$14.4b and basic EPS of US$4.23, alongside net income of US$1.1b, while its trailing twelve month figures sit at US$52.6b of revenue and basic EPS of US$15.64 on net income of US$4.2b. Over recent quarters, the company has seen revenue move from US$11.7b in Q3 2024 to US$14.4b in Q4 2025, with quarterly basic EPS shifting from US$3.39 to US$4.23 over the same period. This sets up a story where investors will be...
NasdaqGM:FDBC
NasdaqGM:FDBCBanks

Fidelity D & D Bancorp (FDBC) Margin Strength Reinforces Bullish Narratives On Q4 Earnings

Fidelity D & D Bancorp (FDBC) closed out FY 2025 with fourth quarter total revenue of US$24.1 million and basic EPS of US$1.38, underscoring a period where trailing twelve month revenue reached US$92.0 million and EPS came in at US$4.89. Over the past year, revenue has moved from US$79.4 million to US$92.0 million and EPS has risen from US$3.63 to US$4.89 on a trailing basis, giving investors a clear view of how the top line and per share earnings have tracked together. With a trailing net...