Credit Suisse

Business

National Fuel Gas Kicks Off Fiscal 2026 with Strong Upstream Performance, Eyes Pipeline Growth and Ohio Acquisition

National Fuel Gas (NFG) reported robust first-quarter earnings, driven by a 29% surge in upstream EBITDA. Executives highlighted progress on pipeline expansions, strategic hedging against volatile gas prices, and the planned acquisition of CenterPoint's Ohio utility, while reaffirming full-year guidance.

Jan 30, 2026

Business

ManpowerGroup Sees 'Stabilization' in Q4 as Demand Firms, Cost Cuts Take Hold

ManpowerGroup reported a return to modest organic growth in its fourth quarter, with executives citing improving demand and the benefits of ongoing cost optimization. While stopping short of declaring a broad recovery, the staffing giant highlighted sequential improvements in key markets and pointed to AI-driven productivity tools as a key differentiator.

Jan 30, 2026

Business

Analyst Cuts Pagaya Target But Stays Bullish Amid Strong Growth Metrics

Keefe Bruyette trimmed its price target on Pagaya Technologies (PGY) to $35, while maintaining an Outperform rating. The adjustment comes despite the AI-driven lending platform reporting robust Q3 growth and a record partner pipeline.

Jan 30, 2026

Business

Mineralys Therapeutics Submits New Drug Application for Hypertension Treatment Lorundrostat, Backed by Strong Clinical Data

Clinical-stage biopharma Mineralys Therapeutics has filed its New Drug Application for lorundrostat, a potential treatment for resistant hypertension, following positive results from multiple trials. The move positions the company for a potential 2026 market entry and has drawn upgraded price targets from analysts.

Jan 30, 2026

Business

NextPower Soars on Strong Earnings, Lands Major Saudi Deal as Analyst Target Jumps

NextPower Inc. sees its price target raised by TD Cowen following a robust third-quarter earnings beat and a landmark joint venture in Saudi Arabia, signaling growing confidence in the solar technology firm's trajectory.

Jan 30, 2026

Business

Bango's Turnaround: From Losses to Profitability as Capital Efficiency Rises

The UK-based payments technology firm Bango (LON:BGO) is showing early signs of a financial transformation, breaking into profitability and increasing its capital deployment. While its return on capital remains below the software industry average, the underlying trend suggests a company in the midst of a strategic pivot.

Jan 30, 2026

Business

PennyMac Mortgage Investment Trust Posts Strong Q4 Results, Eyes Growth in Non-Agency Market

PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.

Jan 30, 2026

Business

OSI Systems Beats Expectations, Raises Outlook Despite Sector Headwinds

OSI Systems posts record Q2 revenue and lifts full-year EPS guidance, navigating softness in security bookings and healthcare challenges with optimism for a stronger second half.

Jan 30, 2026

Business

Chime Financial's Rollercoaster Ride: Is the Recent Pullback a Buying Opportunity?

Shares of the digital banking disruptor Chime Financial (CHYM) have experienced significant volatility, sliding over 7% in the past week despite a strong quarterly gain. This divergence has investors questioning whether the stock's momentum is stalling or if this presents a strategic entry point.

Jan 30, 2026

Business

KeyCorp Posts Strong Q4 Earnings and Announces Capital Moves, But Core Bull Thesis Remains Unchanged

KeyCorp's latest quarterly results beat expectations, fueled by higher net interest income and a return to full-year profitability. The regional bank also completed a $200 million share buyback and issued $750 million in new debt, while refreshing its board. Analysts suggest these moves fine-tune the bank's strategy rather than radically alter its investment narrative.

Jan 30, 2026

Business

Cathay General Bancorp CFO Transition: Veteran Heng Chen Retires, Albert Wang Steps In

Cathay General Bancorp announces the retirement of long-time CFO Heng W. Chen after two decades, appointing Albert J. Wang as his successor. The leadership change at the $50.69-per-share regional bank comes amid a strong multi-year stock performance and focuses investor attention on continuity in financial strategy.

Jan 30, 2026

Business

KKR's Stock Slump: A Buying Opportunity or a Valuation Trap?

KKR & Co.'s shares have retreated over 10% this year, prompting investors to question if the alternative asset manager's long-term growth story justifies its premium valuation. We analyze key metrics and expert narratives to gauge the stock's true appeal.

Jan 30, 2026

Business

Visa Posts Strong Q1 2026 Results, Fueled by Payment Volume and Strategic Services Growth

Visa Inc. reported a 15% surge in net revenue for its first fiscal quarter of 2026, citing robust payments volume and significant gains in its value-added services and commercial solutions.

Jan 30, 2026

Business

Ally Financial's Valuation Puzzle: Is the Stock a Bargain After Recent Volatility?

Ally Financial shares have experienced significant price swings, leaving investors to question if the current level around $42.96 presents a buying opportunity. While short-term performance has been mixed, our analysis suggests the stock may be trading below its intrinsic value.

Jan 30, 2026

Business

Beyond the Headlines: Unearthing Small-Cap Opportunities in Asia's Volatile 2026 Markets

Amidst a complex backdrop of economic crosscurrents and geopolitical tensions, a select group of small-cap companies across Asia are demonstrating remarkable resilience and growth potential. We analyze three standout names from Singapore and China that are navigating the volatility with strong fundamentals.

Jan 30, 2026

Business

Southwest Airlines Charts Aggressive Course After 'Year of Transformation,' Forecasts Earnings Surge in 2026

Southwest Airlines capped off 2025 with record revenue and improved operations, positioning the carrier for what executives project will be a dramatic earnings acceleration next year, driven by new initiatives like assigned seating and a refined loyalty program.

Jan 30, 2026

Business

Mastercard Caps Off 'Very Strong' 2025, Eyes Growth in Services and New Tech for 2026

Mastercard reported robust Q4 and full-year 2025 results, driven by double-digit revenue growth and surging value-added services. Executives expressed confidence for 2026, highlighting strategic wins, investments in digital assets like stablecoins, and a focus on 'agentic commerce,' even as they plan a restructuring affecting 4% of staff.

Jan 30, 2026

Business

Five Point Holdings Caps 'Record Year' Amid Housing Headwinds, Eyes Growth Through Land Banking and Entitlements

Despite a challenging housing market, Five Point Holdings (NYSE:FPH) reported record annual net income for 2025, driven by strategic land sales and the integration of its Hearthstone platform. The company navigated economic uncertainty with disciplined pricing and secured major entitlement approvals to fuel its long-term pipeline.

Jan 30, 2026

Business

Enova International Posts Strong 2025 Results Fueled by Lending Growth and Buybacks, But High Leverage Raises Questions

Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.

Jan 30, 2026

Business

Clear Secure's Stock Slump: A Buying Opportunity or a Sign of Trouble?

Shares of Clear Secure (YOU) have dipped nearly 7% in recent weeks, reigniting the debate over the airport security firm's valuation. Despite the short-term weakness, the stock remains up significantly over the past year, presenting investors with a complex picture of growth momentum versus near-term headwinds.

Jan 30, 2026