NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Reassessing Netflix (NFLX) Valuation After Recent Share Price Volatility

Netflix stock performance sets the stage for closer investor scrutiny Netflix (NFLX) is drawing attention after a stretch of mixed returns, with the share price near US$83.49 and performance ranging from a 1 day gain to a decline over the past 3 months. See our latest analysis for Netflix. Recent trading has been choppy for Netflix, with a 1 day share price return of 0.40% sitting against a 90 day share price return of a 24.11% decline and a 1 year total shareholder return of a 14.52%...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Is Exelixis (EXEL) Using Zanzalintinib To Quietly Redefine Its Post-Cabometyx Strategy?

Exelixis recently submitted a US FDA application for its next-generation cancer drug zanzalintinib, seeking approval in combination with Roche’s Tecentriq for previously treated metastatic colorectal cancer. This filing highlights how Exelixis is leaning on its emerging pipeline to address future generic pressure on flagship therapy Cabometyx. Next, we’ll examine how advancing zanzalintinib toward potential approval could influence Exelixis’ investment narrative and long-term oncology...
NasdaqGM:BCBP
NasdaqGM:BCBPBanks

BCB Bancorp (BCBP) Cost To Income Spike To 120% Tests Profitability Recovery Narrative

BCB Bancorp (BCBP) just posted its FY 2025 numbers with fourth quarter total revenue of US$14.0 million and a basic EPS loss of US$0.73, while trailing twelve month figures show total revenue of US$59.6 million and a basic EPS loss of US$0.84. Over recent periods, total revenue has shifted from US$23.3 million in Q3 2024 to US$19.0 million in Q4 2024 and then to US$14.0 million in Q4 2025, with quarterly EPS moving from US$0.36 to US$0.16 and then to a loss of US$0.73 over the same points in...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System Unites CEO And Chair Roles As Oversight Focus Grows

Columbia Banking System (NasdaqGS:COLB) has appointed its President and CEO, Clint Stein, as Chair of the Board. This board leadership change consolidates executive and board roles under Stein. The move follows a period that included a major acquisition and recent strong quarterly performance. For investors, the combination of CEO and Chair at Columbia Banking System comes at a time when the stock trades at $29.44 and has returned 11.5% over the past year and 46.4% over the past 5 years...
NYSE:NFG
NYSE:NFGGas Utilities

What National Fuel Gas (NFG)'s Q1 Beat and Reaffirmed Outlook Means For Shareholders

In late January 2026, National Fuel Gas Company reported first‑quarter 2026 results showing revenue of US$651.51 million and net income of US$181.65 million, with diluted earnings per share from continuing operations of US$1.98, all materially higher than a year earlier. Beyond the earnings beat, investors also focused on the company’s reaffirmed full‑year EPS outlook and progress toward pipeline expansions and the pending CenterPoint Ohio gas utility acquisition. With recent share...
NYSE:AFG
NYSE:AFGInsurance

Is American Financial Group (AFG) Attractive After Recent Insurance Sector Interest And Mixed Returns?

If you are wondering whether American Financial Group is priced fairly today, you are not alone, especially with the stock often viewed through the lens of long term value. The share price closed at US$130.27, with returns of 1.9% over the last 7 days, a 3.4% decline over the last 30 days, 3.4% decline year to date, 0.8% over 1 year, 17.1% over 3 years, and 116.4% over 5 years. Recent news flow around American Financial Group has centred on ongoing interest in the US insurance space and how...
NYSE:FIG
NYSE:FIGSoftware

Figma (FIG) Is Down 10.4% After AI Jitters Hit Design Software Ahead of Q4 Results

Figma has been swept up in a broad software sell-off as investors reassess design-focused tools amid rising concerns that artificial intelligence could erode traditional software revenue models, even as the company prepares to report its fourth-quarter 2025 results on February 18, 2026. At the same time, Figma is pushing deeper into AI through initiatives such as its acquisition of design start-up Weavy, now Figma Weave, aiming to keep its collaborative browser-based platform central to how...
NYSE:SDRL
NYSE:SDRLEnergy Services

How New Multi‑Year Rig Contracts Will Impact Seadrill (SDRL) Investors

Seadrill Limited recently reported a series of contract wins and extensions, including Equinor Brasil Energia Ltda exercising a one-year, US$114 million option on the ultra-deepwater drillship West Saturn, alongside new work for the West Capella, West Elara and an extension for the West Carina. Together, these awards lift Seadrill’s contracted backlog and extend visibility on asset utilization across Brazil, Malaysia and Norway through 2027, indicating stronger multi-year employment for key...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Assessing Bilibili (BILI) Valuation After A Turn To 8% Operating Margins And Near Breakeven Profitability

Bilibili (NasdaqGS:BILI) is back in focus after recent results showed operating margins at 8%, shifting from prior heavy losses as stronger advertising monetization and mobile gaming helped the company approach breakeven profit on roughly US$4b in revenue. See our latest analysis for Bilibili. The recent swing to an 8% operating margin appears to have caught investors attention, with a 30 day share price return of 29.09% and a 1 year total shareholder return of 103.59%. However, the 5 year...