OTCPK:QNBC
OTCPK:QNBCBanks

QNB Corp (OTCPK:QNBC) EPS Jump Challenges Long Term Earnings Decline Narrative

QNB Corp (QNBC) has just wrapped up FY 2025 with fourth quarter revenue of US$16.0 million and EPS of US$1.07, while trailing 12 month revenue came in at US$57.7 million and EPS at US$3.79, setting a clear earnings baseline for investors. Over the past few quarters, the company has seen revenue move from US$12.9 million in Q4 2024 to US$16.0 million in Q4 2025, with quarterly EPS shifting from US$0.83 to US$1.07 and trailing 12 month EPS moving from US$3.12 to US$3.79, giving a fuller picture...
NYSE:NBHC
NYSE:NBHCBanks

National Bank Holdings (NBHC) Q4 Margin Compression Challenges Bullish Profitability Narratives

National Bank Holdings (NBHC) closed out FY 2025 with Q4 revenue of US$91.5 million and basic EPS of US$0.42, alongside trailing twelve month revenue of US$398.3 million and EPS of US$2.86, framing the full year picture. Over recent periods the company has seen quarterly revenue move between US$91.5 million and US$110.4 million while basic EPS ranged from US$0.42 to US$0.92, setting expectations around earnings power as investors parse the latest print. With a trailing net profit margin of...
NYSE:VRT
NYSE:VRTElectrical

Why Vertiv Holdings Co (VRT) Is Up 6.8% After Launching Its Vertiv Next Predict AI Service

In January 2026, Vertiv launched Vertiv Next Predict, an AI-powered managed service that shifts data center maintenance from time-based and reactive models to continuous, predictive monitoring across power, cooling, and IT systems. This move highlights Vertiv’s push to industrialize AI data center operations by combining anomaly detection, root-cause analysis, and prescriptive actions into a scalable, grid-to-chip service architecture. We’ll now examine how this AI-driven maintenance...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Oncology Momentum Builds As Trodelvy Data Meet Strong Share Gains

The New England Journal of Medicine published positive Phase 3 ASCENT-04/KEYNOTE-D19 results for Gilead Sciences’ Trodelvy combined with Keytruda in first-line metastatic triple-negative breast cancer. The regimen showed a significant improvement in progression-free survival and a favorable safety profile in this hard-to-treat setting. Gilead has filed supplemental applications with the FDA and EMA seeking expanded use of Trodelvy based on these data. For investors following Gilead...
NYSE:STEL
NYSE:STELBanks

Stellar Bancorp (STEL) Net Interest Margin Stability Tests Bullish Profitability Narratives

Stellar Bancorp (STEL) closed out FY 2025 with fourth quarter revenue of US$103.8 million and basic EPS of US$0.51, alongside net income of US$26.1 million. Trailing twelve month revenue came in at US$413.3 million with EPS of US$1.99 and net income of US$102.9 million. Over recent periods, revenue has moved between US$101.1 million and US$113.8 million per quarter as basic EPS ranged from US$0.46 to US$0.63, giving investors a clear view of how the top line and per share earnings have...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Is Commvault (CVLT) Using Buybacks And Cautious Guidance To Redefine Its Cloud Data Story?

Commvault Systems reported past third-quarter fiscal 2026 results with revenue of US$313.83 million and net income of US$17.78 million, alongside higher earnings per share and continued share repurchases under its multi‑year buyback program. Beyond the headline beat, investors focused on Commvault’s more cautious forward revenue guidance, contrasting with strong subscription and SaaS momentum and new cloud resilience offerings, including an expanded collaboration with Google Cloud. Next,...
NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

A Look At Calumet (CLMT) Valuation After Asset Based Loan Extension And Balance Sheet Reshaping

Calumet (CLMT) has reshaped its balance sheet by amending its asset-based loan facility to extend the maturity to January 2031 and maintain up to $500 million of commitments led by Bank of America. See our latest analysis for Calumet. The refinancing news lands after a steady run in the share price, with a 30 day share price return of 9.15% and an 11.29% gain over 90 days. The 1 year total shareholder return of 28.28% and very large 5 year total shareholder return suggest longer term holders...
NasdaqCM:FRAF
NasdaqCM:FRAFBanks

Franklin Financial Services (FRAF) Net Interest Margin Improvement Tests Cautious Narratives

Franklin Financial Services (FRAF) closed out FY 2025 with fourth quarter revenue of US$23.0 million and EPS of US$1.35, capping a trailing twelve month EPS of US$4.74 and net income of US$21.2 million. Over recent periods, the company has seen quarterly revenue move from US$14.9 million in Q4 2024 to US$23.0 million in Q4 2025, while quarterly EPS shifted from US$0.11 to US$1.35. This has set up a results season in which investors are weighing that earnings profile against the stock’s 2.67%...
NYSE:PPG
NYSE:PPGChemicals

PPG Industries (PPG) EPS Growth And 10% Margin Challenge Muted Earnings Narratives

PPG Industries (PPG) just closed out FY 2025 with Q4 revenue of US$3,914 million and basic EPS of US$1.35, capping a trailing twelve month EPS figure of US$6.94 and net income from continuing operations of US$1,571 million on revenue of about US$15.9 billion. Over the last few quarters, revenue has moved from US$3,729 million in Q4 2024 to US$4,195 million in Q2 2025, before landing at US$3,914 million in Q4 2025. Quarterly basic EPS ranged between US$0.01 and just under US$1.98 during that...
NasdaqGS:CFFN
NasdaqGS:CFFNBanks

Capitol Federal Financial (CFFN) Net Margin Expansion Challenges Cautious Earnings Narratives

Capitol Federal Financial (CFFN) opened Q1 2026 with total revenue of US$55.7 million and basic EPS of US$0.16, supported by trailing 12 month net income of US$72.8 million. The company has seen total revenue move from US$46.2 million in Q1 2025 to US$55.7 million in Q1 2026, while basic EPS over the same period shifted from US$0.12 in the quarter a year ago to US$0.16, setting up a results season in which higher net profit margins are a key part of the story for investors. See our full...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Does Huntington Bancshares’ (HBAN) Bond-Funded Dividend Strategy Reveal Strength or Hidden Balance-Sheet Strain?

In January 2026, Huntington Bancshares completed US$1.75 billion of fixed-to-floating senior and subordinated notes offerings and reported full-year 2025 results showing higher net interest income and net income than a year earlier. Alongside these bond issues, the bank affirmed its common dividend and declared dividends across six preferred share series, underlining ongoing capital return to shareholders. Next, we’ll examine how Huntington’s expanded fixed-income funding, particularly the...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Assessing Bausch + Lomb (NYSE:BLCO) Valuation After Recent Mixed Share Price Performance

What the recent performance of Bausch + Lomb (BLCO) might signal Bausch + Lomb (NYSE:BLCO) has seen mixed share price performance recently, with a small 1 day decline, a larger pullback over the past week and month, yet a gain over the past 3 months. At a last close of US$16.76, the stock sits slightly below the indicated reference price level implied by some market estimates. It is still showing a negative total return over the past year and past 3 years. See our latest analysis for Bausch +...
NasdaqCM:BWB
NasdaqCM:BWBBanks

Bridgewater Bancshares (BWB) Earnings Surge 46.1% Challenges Skeptical Profitability Narratives

Bridgewater Bancshares (BWB) has just wrapped up FY 2025 with fourth quarter revenue of US$37.4 million and basic EPS of US$0.45, while trailing twelve month revenue came in at US$137.3 million and EPS at US$1.53 on net income of US$42.0 million. Over the past year, revenue has moved from US$106.0 million on EPS of US$1.05 and net income of US$28.8 million in the prior trailing period to the latest US$137.3 million, EPS of US$1.53 and net income of US$42.0 million. This progression gives you...
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...