NasdaqGS:MAR
NasdaqGS:MARHospitality

How Investors May Respond To Marriott International (MAR) Accelerating Global Expansion With citizenM Acquisition

In 2025, Marriott International reported strong global portfolio expansion, adding over 700 properties and nearly 100,000 rooms while growing its development pipeline and acquiring citizenM, which brought more than 35 hotels into the fold. This burst of branded growth, spanning luxury, midscale, new concepts and residences, underscores how Marriott is using brand breadth and deal-making to reinforce its long-term expansion plans. Next, we’ll examine how this acceleration in global room...
NasdaqGM:NBN
NasdaqGM:NBNBanks

Should Strong Loan Growth and Rising Net Charge-Offs Require Action From Northeast Bank (NBN) Investors?

Northeast Bank recently reported its second-quarter 2026 results, showing net interest income of US$48.8 million and net income of US$20.74 million, alongside higher net charge-offs of US$2.94 million compared with US$869,000 a year earlier. Despite the year-over-year dip in quarterly earnings, the bank combined strong loan growth and stable asset quality with a continued, albeit small, cash dividend of US$0.01 per share. With these results in hand, we’ll explore how robust loan growth amid...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

DexCom Faces Split Analyst Views As Competition Pressures Core CGM Markets

Barclays downgraded DexCom on concerns about rising competition in its core insulin intensive market segments. Other major analysts maintained more positive outlooks, creating a clear split in views on the company. The divergence in sentiment comes as DexCom shares trade around $73.04 under ticker NasdaqGS:DXCM. DexCom, trading as NasdaqGS:DXCM, is at the center of a new debate after Barclays cut its rating while others stayed constructive on the stock. The company’s shares are around...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Assessing Lattice Semiconductor (LSCC) Valuation After Recent Share Price Pullback And Ongoing AI Interest

Why Lattice Semiconductor is on investors’ radar today Lattice Semiconductor (LSCC) has drawn fresh attention after recent trading, with the stock closing at US$80.52. The move comes against a backdrop of mixed short term returns and stronger long term performance figures. See our latest analysis for Lattice Semiconductor. While the 1 day and 7 day share price returns show a pullback, the 1 month and 3 month share price returns are positive, and the 1 year total shareholder return of 41.21%...
NYSE:RDW
NYSE:RDWAerospace & Defense

Assessing Redwire (RDW) Valuation After SHIELD Contract Win And Recent Share Price Surge

Redwire (RDW) has been selected for the Missile Defense Agency’s SHIELD indefinite delivery and indefinite quantity contract, a multi-vendor framework with a ceiling of US$151 billion supporting the Golden Dome defense initiative. See our latest analysis for Redwire. Redwire’s SHIELD contract role and recent acquisitions have arrived during a sharp share price swing, with a 54.61% 1 month share price return contrasting with a 50.88% 1 year total shareholder return decline and a very large 3...
NYSE:ANET
NYSE:ANETCommunications

Does Arista’s Earnings Beat Streak Strengthen the Bull Case For Arista Networks (ANET)?

Arista Networks recently reported that earnings per share grew 15.4% year over year and that it surpassed Wall Street revenue and earnings forecasts in each of the last four quarters, reinforcing confidence in its past operating execution ahead of its February 12, 2026 earnings release. This pattern of consistent outperformance against consensus expectations has become a key part of how investors assess Arista’s business quality and profit engine. Next, we’ll examine how Arista’s consistent...