NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

ASML Balances Record Orders Buyback And Job Cuts In AI Chip Cycle

ASML Holding (NasdaqGS:ASML) reported record net bookings in the fourth quarter, pointing to strong demand for its advanced chip-making equipment. The company announced a new multi-year €12b share buyback program alongside a higher dividend. ASML plans to streamline operations by cutting about 1,700 jobs as part of an efficiency push. ASML Holding, a key supplier of extreme ultraviolet lithography systems to leading chipmakers, is positioned at the center of the AI chip build-out. Its...
NasdaqGS:FLWS
NasdaqGS:FLWSSpecialty Retail

Holiday Quarter Profit At 1-800-Flowers.com (FLWS) Tests Ongoing Loss-Making Narrative

1-800-FLOWERS.COM (FLWS) has just posted its Q2 2026 results, reporting revenue of US$702.2 million and basic EPS of US$1.11, alongside net income of US$70.6 million. The company has reported quarterly revenue ranging from US$215.2 million to US$775.5 million over the past six periods, with EPS moving between a loss of US$2.80 and a profit of just over US$1.00 per share. This highlights how sensitive margins have been to seasonal volumes and cost control. For investors, the latest quarter...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Plains All American Refocuses On Oil Pipelines While Lifting Distribution

Plains All American Pipeline (NasdaqGS:PAA) has agreed to sell its Canadian natural gas liquids business. The company plans to direct proceeds toward major oil pipeline acquisitions. PAA has announced a higher quarterly distribution payment to unitholders. For you as an income focused investor, these moves indicate a clear shift in how Plains All American Pipeline (NasdaqGS:PAA) is shaping its operations. The company, long known for its crude oil and natural gas liquids transportation and...
NasdaqCM:VABK
NasdaqCM:VABKBanks

Virginia National Bankshares (VABK) Net Margin Strength Reinforces Bullish Earnings Narratives

Virginia National Bankshares (VABK) closed out FY 2025 with fourth quarter total revenue of US$15.1 million and basic EPS of US$1.10, while trailing twelve month revenue came in at US$57.5 million and EPS at US$3.57. The company has seen total revenue range from US$13.6 million to US$15.1 million per quarter over the past year, with quarterly EPS between roughly US$0.79 and US$1.10 feeding into trailing twelve month net income of US$19.3 million. With net profit margins and dividend income...
NYSE:NLY
NYSE:NLYMortgage REITs

Annaly Capital Management Earnings Beat Highlights Mortgage Focus Through 2026

Annaly Capital Management (NYSE:NLY) reported strong Q4 and full year results, with revenue and portfolio growth across multiple segments. Management highlighted increased allocation to residential credit and mortgage servicing rights as key priorities. The company expressed confidence in its current momentum and outlined plans that extend through 2026. At a share price of $24.0, Annaly Capital Management has posted a 34.3% return over the past year and is up 48.9% over the past 3 years...
NYSE:LBRT
NYSE:LBRTEnergy Services

Liberty Energy (LBRT) Margin Compression To 3.7% Reinforces Bearish Earnings Narratives

Liberty Energy (LBRT) closed out FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$0.08, alongside net income of US$13.7m, while the trailing twelve months show EPS of US$0.91 on revenue of US$4.0b and net income of US$147.9m. Over recent quarters, revenue has moved between US$947.4m and US$1.0b, with quarterly EPS ranging from US$0.08 to US$0.44, giving investors a clear picture of how earnings have tracked against a relatively steady top line. With the shares at US$25.34, the focus now...
NYSE:YOU
NYSE:YOUSoftware

Clear Secure (YOU) Valuation Check After Recent Share Price Pullback

Why Clear Secure is on investors’ radar today Clear Secure (YOU) has drawn attention after recent share moves, with a 1-day return of about a 1.7% decline and a 7-day return of roughly a 7.1% decline, prompting some investors to reassess its fundamentals. The company reports revenue of US$866.3m and net income of US$181.7m, with annual revenue growth of 12.1% and net income growth of 5.3%. These figures provide a starting point for evaluating its current valuation. See our latest analysis for...
NYSE:RITM
NYSE:RITMMortgage REITs

Is Rithm Capital (RITM) Pricing Misaligned With Recent Share Performance And Earnings Metrics

If you are wondering whether Rithm Capital is offering good value at today’s price, this article is designed to walk you through what the numbers are actually saying about the stock. Rithm Capital’s share price last closed at US$11.92, with returns of 0.0% over 7 days, 7.7% over 30 days, 8.6% year to date, 12.8% over 1 year, 66.0% over 3 years and 93.8% over 5 years. These figures may influence how investors think about both its growth potential and its risk profile. Recent attention on...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

QCR Holdings (QCRH) Net Interest Margin Strength Reinforces Bullish Community Narratives

QCR Holdings (QCRH) has wrapped up FY 2025 with fourth quarter revenue of US$101.5 million and basic EPS of US$2.13, while trailing twelve month figures show revenue of US$351.5 million and EPS of US$7.54. Over recent periods, the company has seen revenue move from US$83.4 million in Q3 2024 to US$97.1 million in Q3 2025, and from US$86.7 million in Q4 2024 to US$101.5 million in Q4 2025. Basic EPS stepped from US$1.65 and US$1.79 in those quarters to US$2.17 and US$2.13 respectively. This...
NasdaqCM:NECB
NasdaqCM:NECBBanks

Northeast Community Bancorp (NECB) Net Interest Margin Above 5% Reinforces Bullish Narratives

Latest FY 2025 Results Set the Stage Northeast Community Bancorp (NECB) just wrapped up FY 2025 with fourth quarter total revenue of US$26.8 million and basic EPS of US$0.80, alongside net income excluding extra items of US$10.8 million. The company reported quarterly revenue of US$24.4 million in Q4 FY 2024 and around US$26.8 million in Q4 FY 2025. Over the same period, basic EPS moved from US$0.78 to US$0.80, and trailing twelve month EPS was US$3.34 on total revenue of about US$104.9...
NYSE:FICO
NYSE:FICOSoftware

FICO Q1 2026 Margins Near 32% Reinforce Bullish Quality Earnings Narrative

Q1 2026 headline numbers set the tone Fair Isaac (FICO) opened its fiscal 2026 story with Q1 revenue of US$512 million and basic EPS of US$6.68, alongside net income excluding extra items of US$158 million, putting fresh numbers in front of investors watching how the franchise is progressing. The company has seen quarterly revenue move from US$440 million in Q1 2025 to US$512 million in Q1 2026, while basic EPS shifted from US$6.26 to US$6.68 over the same span. This provides a clear read on...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Why Pinterest (PINS) Is Down 12.9% After Announcing AI-Focused Restructuring And Workforce Cuts

Pinterest has announced a global restructuring plan to cut up to 15% of its workforce, reduce office space, and reallocate resources toward AI-focused roles and products, with pre-tax charges of about US$35 million to US$45 million and completion targeted by the end of the third quarter of 2026. By concentrating investment on artificial intelligence to enhance ad targeting, shoppable content, and conversion tools, Pinterest is attempting to reposition itself as a more performance-driven...
OTCPK:TRUX
OTCPK:TRUXBanks

Truxton (OTCPK:TRUX) Net Interest Margin Stability Challenges Bearish Profitability Narratives

Truxton (TRUX) has rounded out FY 2025 with fourth quarter total revenue of US$14.3 million and basic EPS of US$1.91, set against trailing 12 month totals of US$56.6 million in revenue and basic EPS of US$7.46. Over the past year, total revenue has moved from US$48.1 million and EPS of US$6.35 on a trailing basis to US$56.6 million and US$7.46 respectively. Quarterly revenue stepped up from US$12.4 million and EPS of US$1.61 in Q4 FY 2024 to US$14.3 million and US$1.91 in Q4 FY 2025, framing...
NasdaqCM:SRBK
NasdaqCM:SRBKBanks

SR Bancorp (SRBK) Q2 Net Interest Margin Resilience Tests Premium Valuation Narratives

SR Bancorp (SRBK) has just posted Q2 2026 numbers with total revenue of US$8.3 million and basic EPS of US$0.11, alongside net income of US$0.8 million, setting a clear marker for how the year is shaping up. The company has seen quarterly revenue move from US$7.9 million in Q1 2026 to US$8.3 million in Q2 2026, while EPS shifted from US$0.09 to US$0.11 over the same stretch, with trailing twelve month EPS at US$0.54 anchoring the earnings picture. For investors, the mix of these earnings...
NasdaqGS:FIBK
NasdaqGS:FIBKBanks

First Interstate BancSystem (FIBK) Net Interest Margin Strengthens Bullish Earnings Narrative

First Interstate BancSystem (FIBK) just wrapped up FY 2025 with Q4 revenue of US$305.9 million and basic EPS of US$1.08, setting the tone for a year where trailing twelve month revenue came in at US$1.0 billion and EPS reached US$2.95. Over the past six quarters, revenue has moved from US$232.1 million in Q3 2024 to US$305.9 million in Q4 2025, while quarterly EPS has ranged from US$0.51 in Q4 2024 to US$1.08 in the latest quarter. This gives investors a clear view of how the top and bottom...
NYSE:UVV
NYSE:UVVTobacco

How Universal’s Cross-Industry CFO Hire At Universal (UVV) Has Changed Its Investment Story

Universal Corporation recently announced that Anubhav Mittal will become Chief Financial Officer and Senior Vice President on February 17, 2026, succeeding retiring CFO Johan C. Kroner, who will stay on as a senior advisor until July 1, 2026. The hire brings to Universal a finance leader with experience at ADM, Kellogg, Unilever, and in government, combining global agribusiness, consumer products, and public-sector perspectives in a single executive role. We will now examine how Mittal’s...
NYSE:AXS
NYSE:AXSInsurance

Axis Capital Holdings (AXS) Combined Ratio Near 90% Tests Bullish Profitability Narratives

AXIS Capital Holdings (AXS) just wrapped up FY 2025 with fourth quarter revenue of US$1.7 billion, basic EPS of US$3.73 and net income of US$282.0 million, capped by a combined ratio of 90.4%. The company has seen quarterly revenue move from US$1.47 billion in Q4 2024 to US$1.73 billion in Q4 2025, while basic EPS over that stretch ranged from US$2.06 in Q3 2024 to US$3.79 in Q3 2025 and trailing twelve month EPS landed at US$12.52 on revenue of US$6.6 billion. With earnings up 59.7% over the...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Is Banner (BANR) Offering A Potential Opportunity After Recent Share Price Weakness

Investors may be wondering whether Banner's share price reflects its true worth, or if the recent weakness has opened up a potential value opportunity for patient investors. The stock closed at US$61.72, with a 6.7% decline over the past 7 days, a 2.3% decline over 30 days, a 1.2% decline year to date, and a 10.4% decline over 1 year. The 3 year and 5 year returns sit at 3.3% and 49.8% respectively. Recent coverage of the regional banking sector has kept investor attention on balance sheet...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify’s AI Commerce Push and Rising GMV Could Be A Game Changer For Shopify (SHOP)

In recent months, Shopify has reported strong revenue and gross merchandise volume growth, advanced its AI-powered commerce integrations across major platforms like ChatGPT and Microsoft Copilot, and scheduled its fourth-quarter and full-year 2025 results release for February 11, 2026. At the same time, analyst commentary highlighting Shopify’s improving cash generation, AI initiatives, and restructuring in its partnerships division has sharpened focus on how the company is reshaping its...
NYSE:TT
NYSE:TTBuilding

Trane Technologies (TT) Margin Improvement Reinforces Bullish Narratives Despite Premium Valuation

Trane Technologies (TT) has just posted fresh FY 2025 numbers, with Q3 revenue at US$5.7b and basic EPS of US$3.85, set against trailing 12 month revenue of US$21.1b and EPS of US$13.18 that frame the latest quarter in a broader earnings run rate. Over recent periods the company has seen quarterly revenue move from US$4.7b in Q1 2025 to US$5.7b in Q3 2025, while basic EPS has shifted from US$2.74 to US$3.85, giving investors a clear sense of how the top and bottom lines are tracking through...
NYSE:M
NYSE:MMultiline Retail

A Look At Macy's (M) Valuation As Recent Returns Cool After Prior Shareholder Gains

Macy's (M) sits in the spotlight today as investors reassess the department store retailer's recent share performance, including a one-month return of a 9.6% decline and a 2.7% gain over the past three months. See our latest analysis for Macy's. Zooming out, Macy's recent 1 month share price return of a 9.6% decline and year to date share price return of a 12% decline contrast with a 1 year total shareholder return of 33.1%. This suggests that shorter term momentum has cooled following a...
NYSE:CNX
NYSE:CNXOil and Gas

CNX Resources (CNX) Margin Compression To 15.1% Reinforces Bearish Debt And Earnings Narratives

CNX Resources (CNX) closed out FY 2025 with fourth quarter revenue of US$610.5 million and EPS of US$1.45, while trailing twelve month EPS came in at US$4.48 on revenue of US$2.2 billion. Over the past few quarters, the company has seen revenue move from US$610.6 million in Q1 2025 to US$450.8 million in Q3 2025 before returning to US$610.5 million in Q4, with quarterly EPS ranging from a loss of US$1.34 in Q1 to a high of US$3.02 in Q2. For investors, the key question now is how these...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Is It Too Late To Consider eBay (EBAY) After Its Strong Multi Year Share Price Run?

If you are wondering whether eBay's share price still offers value after a strong run, this piece will help you frame that question using a few clear valuation checks. eBay's stock last closed at US$94.41, with returns of 0.6% over 7 days, 8.4% over 30 days, 8.4% year to date, 42.0% over 1 year, 93.6% over 3 years and 68.6% over 5 years. That performance raises fair questions about how much of the story is already in the price. Recent attention on eBay has largely centered on its position...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

ACM Research (ACMR) Valuation Check After Updated 2025 And 2026 Revenue Guidance

ACM Research (ACMR) updated its financial outlook, narrowing full year 2025 revenue guidance to US$885 million to US$900 million and setting a new 2026 revenue range of US$1.08 billion to US$1.175 billion. See our latest analysis for ACM Research. The updated guidance has come after a strong run in the shares, with the latest US$55.79 price sitting on the back of a 39.58% 1 month share price return and a very large 1 year total shareholder return of 219.16%. This suggests momentum has been...