NasdaqGS:PFG
NasdaqGS:PFGInsurance

How Investors May Respond To Principal Financial Group (PFG) CEO Stock Sale And JPMorgan Downgrade

In recent days, Principal Financial Group saw CEO Deanna D. Strable-Soethout sell 9,300 shares under a pre-arranged Rule 10b5-1 plan, while JPMorgan shifted its rating on the insurer to Neutral as part of a broader reassessment of life insurance stocks. This combination highlights how sector-wide positioning by a major bank can influence sentiment toward Principal even when company-specific fundamentals are unchanged. We’ll now examine how JPMorgan’s sector-driven downgrade shapes Principal...
NYSE:UPS
NYSE:UPSLogistics

Will UPS’s Amazon Pullback and 30,000 Job Cuts Change United Parcel Service's (UPS) Narrative

In late January 2026, United Parcel Service reported fourth-quarter and full-year 2025 results, announced plans to cut up to 30,000 operational roles and close 24 facilities, and confirmed 2026 revenue guidance of about US$89.70 billion while maintaining a quarterly dividend of US$1.64 per share. A key element of the update was UPS’s decision to sharply reduce low-margin Amazon volumes, pair that with higher goodwill and asset impairment charges of US$182 million, and accelerate automation...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

A Look At Uniti Group (UNIT) Valuation After US$960m Fiber Network Term Note Offering

Why Uniti Group’s new funding move matters for shareholders Uniti Group (UNIT) recently completed an inaugural secured fiber network revenue term note offering of more than $960 million, giving the company additional capital for fiber investment and debt repayment across several key states. See our latest analysis for Uniti Group. The funding news arrives alongside a sharp shift in market tone, with a 1 day share price return of 10.64% and a 90 day share price return of 35.73% suggesting...
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...