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HoldCo Asset Management, a Florida-based investment firm managing about US$2.80 billion, recently highlighted its past activist campaign at Columbia Banking System in a new presentation on bank activism released around its UBS Financial Services Conference appearance. The firm reported that its engagements with Columbia and other banks prompted management and board-level changes without requiring proxy contests, underlining the influence of shareholder activism on bank governance and...

Coterra Energy (NYSE:CTRA) has agreed to merge with Devon Energy in an all stock transaction valued at $58 billion. The combined company will operate under the Devon Energy name and will create a larger U.S. shale producer with a broader asset base. Both companies’ boards unanimously approved the deal, which is positioned as a scale and efficiency play across key shale basins. Coterra Energy comes into this deal with its shares at $30.56 and a multi year track record that includes a 115.0%...

Noble Corporation plc recently confirmed it reported its Q4 2025 results after the market closed on February 11, 2026, with analysts beforehand expecting earnings of US$0.15 per share. This earnings release came against a backdrop of mixed operating performance versus peers, including softer revenue trends but comparatively efficient cost management and a healthier debt profile. We’ll now examine how anticipation around Noble’s earnings release, and the focus on EPS and outlook, could...

Flagstar Bank National Association (FLG) is back in the spotlight after reporting a net loss of US$177 million for 2025, lower than the prior year, along with reduced charge-offs and renewed attention from value-focused investors. See our latest analysis for Flagstar Bank National Association. Investors appear to be weighing Flagstar’s smaller net loss and lower charge offs against its recent history. A 90 day share price return of 27.81% and a 1 year total shareholder return of 9.57% sit...

If you are wondering whether SEI Investments is priced fairly or if there is still value on the table, this article walks through what the current share price might be implying. The stock last closed at US$82.30, with returns of 37.0% over 3 years and 51.7% over 5 years. The shorter term picture shows a 2.2% decline over the past week, a 5.2% decline over the past month, and a 0.9% decline year to date, with a 0.7% return over the past year. Recent news coverage around SEI Investments has...

Earlier this week, IBM unveiled its next-generation FlashSystem portfolio, models 5600, 7600 and 9600, co-run by agentic AI to automate storage management, boost data efficiency and embed rapid, hardware-level ransomware detection across enterprise workloads. By turning storage into an always-on intelligence layer, with AI-driven optimization and compliance support, IBM is deepening its role at the intersection of enterprise infrastructure, automation and cybersecurity. Now we’ll examine how...

Q1 2026 results and what they signal for Lee Enterprises Lee Enterprises (LEE) has opened fiscal 2026 with Q1 revenue of US$130.1 million and a basic EPS loss of US$0.92, alongside a trailing 12 month EPS loss of US$4.34 that keeps the story firmly in loss making territory. Over recent quarters, the company has seen revenue move from US$144.6 million in Q1 2025 to US$130.1 million in Q1 2026, while quarterly basic EPS has ranged from a loss of US$2.80 in Q1 2025 to a loss of US$0.92 in the...

Ultragenyx Pharmaceutical (NasdaqGS:RARE) faces multiple class action lawsuits alleging false and misleading statements about the efficacy of its osteoporosis candidate setrusumab in clinical trials. Several law firms have announced investigations into the company’s disclosures and communications around setrusumab’s clinical performance. At the same time, Ultragenyx released new long term clinical data for UX111 in Sanfilippo syndrome type A, reporting substantial and durable clinical...

Morgan Stanley rehired Michael Grimes as chairman of investment banking, placing him back at the center of its dealmaking efforts. His return comes as the bank is involved in preparations around a potential SpaceX IPO following the company's merger with xAI. Grimes has a history of working on large tech IPOs and advisory mandates, which is relevant as capital markets activity in high profile tech names gains attention. Morgan Stanley, NYSE:MS, is reloading its senior investment banking...

Viewing insider transactions for Universal Display Corporation's ( NASDAQ:OLED ) over the last year, we see that...

The global electric vehicle (EV) parts and components market is undergoing significant changes, poised to grow from USD 210.28 billion in 2025 to USD 299.93 billion by 2031, reflecting a compound annual growth rate of 6.12%. Key developments include a shift towards 800V platforms, efforts to localize supply chains, and enhanced EV infrastructure driven by declining battery costs and synchronized zero-emission mandates. Gigafactory scale-ups in Europe and North America are fostering localized...

Why Valvoline (VVV) is on investors’ radar Valvoline (VVV) has caught investor attention after a stretch of solid recent returns, with the stock up over the past week, month, and past 3 months, alongside reported double digit annual revenue and net income growth. See our latest analysis for Valvoline. The recent move to a US$37.99 share price, alongside a 30 day share price return of 17.91% and year to date share price return of 31.59%, contrasts with a 1 year total shareholder return decline...

Vertex Pharmaceuticals (NasdaqGS:VRTX) has entered an exclusive global agreement with WuXi Biologics to develop a preclinical trispecific T-cell engager for B-cell mediated autoimmune diseases. The collaboration focuses on an early stage biologic candidate that aims to redirect T cells against disease driving B cells. The deal expands Vertex's reach beyond its established cystic fibrosis franchise into the broader autoimmune space. For investors watching NasdaqGS:VRTX, this move comes as...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has been selected by the U.S. Department of Defense for Phase 1 of the Drone Dominance Program. The company also advanced its international unmanned systems collaboration through work with Taiwan's NCSIST on the Mighty Hornet IV UAV. These recent announcements highlight Kratos' role in attritable unmanned aerial systems and cross border defense technology partnerships. Kratos focuses on unmanned aerial systems, space and satellite...

Goldman Sachs Group (NYSE:GS) has disclosed sizeable indirect exposure to Bitcoin, Ethereum, XRP, and Solana through regulated crypto ETFs. The bank has also partnered with AI company Anthropic to build AI agents aimed at automating and streamlining internal operational processes. These moves reflect a broader shift within Goldman towards regulated digital asset access and AI driven efficiency in its core businesses. Goldman Sachs Group (NYSE:GS), trading at around $948.99, is pairing its...

Amkor Technology (AMKR) has just posted its FY 2025 numbers, with Q4 revenue of about US$1.9b, basic EPS of US$0.69 and net income excluding extra items of US$171.8m. Trailing twelve month EPS sits at US$1.51 on revenue of roughly US$6.7b and net income of US$373.9m. Over recent quarters the company has seen revenue move from US$1.32b and EPS of US$0.09 in Q1 2025 to US$1.99b and EPS of US$0.51 in Q3 2025, before landing at Q4’s US$1.9b and US$0.69. This sets up a picture where margins are...

Lear Corporation recently reported its full-year 2025 results, with sales of US$23,259.1 million and net income of US$436.8 million, while also providing 2026 guidance for net sales of US$23,210 million to US$24,010 million and core operating earnings of US$1,030 million to US$1,200 million. The company also disclosed completing a long-running share repurchase program, buying back 35,844,054 shares since 2013 for US$4.41 billions, including 1,632,456 shares for US$175 million in late 2025,...

In early February 2026, Roper Technologies reported mixed fourth-quarter 2025 results, with Application Software and Network Software falling short of expectations while Technology Enabled slightly exceeded them, and all three segments delivered mid-single-digit sales growth. The company also issued guidance calling for 5% to 6% organic growth in 2026, highlighting management’s confidence in steady demand across its vertical software portfolio despite recent variability between segments...

Investors may be wondering whether Tractor Supply's current share price aligns with its fundamentals, or if the market is overlooking something in plain sight. The stock most recently closed at US$54.05, with returns of 1.1% over the last 7 days, 4.9% over 30 days, 6.3% year to date, roughly flat over 1 year, 19.7% over 3 years and 81.1% over 5 years. Taken together, these figures provide a mixed picture of recent momentum and longer-term performance. Recent attention around Tractor Supply...

Unitil (UTL) has wrapped up FY 2025 with fourth quarter revenue of US$161.5 million, basic EPS of US$1.05 and net income of US$19.2 million. On a trailing twelve month basis, revenue sits at US$536 million with basic EPS of US$2.97 and net income of US$50.2 million. The company has seen revenue move from US$494.8 million to US$536 million over recent trailing periods, with basic EPS shifting from US$2.93 to US$2.97, presenting a picture where steady profit generation aligns with largely...

Johnson Controls International (NYSE:JCI) has moved into focus after reporting first quarter fiscal 2026 results, issuing 2026 profit guidance above Wall Street expectations and highlighting steady demand for its data center focused thermal and cooling equipment. See our latest analysis for Johnson Controls International. The latest earnings, data center product launches and new guidance have come alongside a 25.17% 1 month share price return and a 57.99% 1 year total shareholder return. This...

Why Peloton’s latest update caught investors’ attention Peloton Interactive (PTON) has put several issues on the table at once, with softer revenue guidance, a CFO exit, and mixed recent results combining to reset expectations for the fitness company’s stock. See our latest analysis for Peloton Interactive. Those updates landed against a weak recent trading backdrop, with Peloton’s 7 day share price return of 26.4% and 90 day share price return of 40.5% both pointing to fading momentum. At...

Trimble (TRMB) FY 2025 results set the stage for a margins debate Trimble (TRMB) closed FY 2025 with fourth quarter revenue of US$969.8 million and basic EPS of US$0.66, putting concrete numbers around its latest report for investors watching both the top and bottom line. The company has seen quarterly revenue move from US$875.8 million in Q3 FY 2024 to US$901.2 million in Q3 FY 2025 and US$969.8 million in Q4 FY 2025, while basic EPS has gone from US$0.17 in Q3 FY 2024 to US$0.47 in Q3 FY...

AST SpaceMobile (ASTS) is back in focus after announcing the successful unfolding of its next generation BlueBird 6 satellite, which carries the largest commercial communications array antenna currently in Low Earth Orbit. See our latest analysis for AST SpaceMobile. Despite the successful BlueBird 6 milestone, AST SpaceMobile’s share price has been volatile, with a 1 day share price return of a 5.73% decline and a 7 day share price return of a 16.84% decline, alongside a 90 day share price...