The Malaysian industrial group PMB Technology Berhad (KLSE:PMBTECH) is showing signs of improving capital allocation, with its return on capital employed rising to 4.6% over five years. While still trailing the metals and mining sector average, the trend highlights the company's reinvestment strategy as it expands its asset base.
Following its Q4 2025 earnings and new service revenue guidance for 2026, Rogers Communications (TSX:RCI.B) finds itself at a crossroads. While the long-term shareholder return remains strong, recent stock softness and a significant reported intrinsic discount have investors debating whether this is a buying opportunity or a value trap.
Coeur Mining has cleared the final regulatory and shareholder hurdles to acquire New Gold, a move set to significantly expand its North American asset base and production profile. The deal, now approved by the Supreme Court of British Columbia, marks a major step in the ongoing consolidation within the gold and silver mining sector.
Sonos kicks off fiscal 2026 with a sharp rise in profitability and adjusted EBITDA, even as revenue dips slightly. The company credits cost discipline and its 'gateway' product strategy for the turnaround, while teasing new hardware launches for later this year.
Super Micro Computer's fiscal Q2 revenue more than doubled year-over-year, fueled by explosive demand for its AI rack-scale systems. While profitability faces near-term pressure, executives outlined a diversification and efficiency strategy, raising full-year sales guidance to at least $40 billion.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
Australian lender Wisr Limited (ASX:WZR) is on a path to potentially post its first annual profit in 2027, according to analyst consensus, marking a pivotal shift for the fintech after years of investment and growth.
Coty Inc. (COTY) presents a complex picture for investors, with its stock showing short-term volatility against a backdrop of strong long-term gains. As shares hover around $3.16, a significant gap remains between its market price and some analysts' fair value estimates, prompting debate on whether this signals a buying opportunity or underlying challenges.
Despite trimming near-term targets, Standard Chartered forecasts Solana's SOL token could reach $2,000 by decade's end, driven by its growing dominance in low-cost stablecoin transfers and AI-driven micropayments.
Analysts have nudged up their fair value estimate for Ball Corporation, reflecting a delicate balance between improved operational execution and lingering concerns over mid-term demand. The adjustment highlights the evolving narrative around the packaging giant's competitive edge.
Analysts have raised Genco Shipping & Trading's fair value estimate to $24.10 per share, signaling a belief that the dry bulk carrier's prospects extend beyond Diana Shipping's cash offer of $20.60 per share. The revision reflects adjusted assumptions on discount rates and revenue growth, setting the stage for a potential bidding war or strategic review.
Textron's latest quarterly results and 2026 outlook, coupled with a completed $2.44 billion share repurchase and a key board appointment, suggest the industrial conglomerate is methodically recalibrating its growth and capital return priorities amidst a shifting defense and aerospace landscape.
Albertsons Companies (ACI) shares present a compelling valuation puzzle. Trading at a significant discount to intrinsic value estimates, the grocery giant's stock appears cheap on paper. Yet, its performance lags behind peers, raising questions about whether the market is missing an opportunity or seeing risks that models overlook.
Gold prices stabilized near $4,950 an ounce after a sharp rebound, as bargain hunters moved in following last week's dramatic sell-off. Despite remaining below its late-January peak, the metal has posted strong gains for the year, with analysts debating the sustainability of the recovery amid elevated volatility.
Stockholders of Golub Capital BDC and affiliated funds have re-elected key directors and ratified Ernst & Young as auditor for the 2026 fiscal year, following a series of virtual annual meetings that underscored the firm's governance continuity amid a shifting private credit landscape.
Columbia Sportswear's fourth-quarter performance surpassed expectations, driven by resilient U.S. consumer demand that countered warm weather abroad. As new leadership takes the helm, the outdoor apparel giant forecasts modest growth for 2026 while navigating persistent tariff pressures and implementing strategic price increases.
Enphase Energy posted a resilient fourth quarter, buoyed by U.S. demand ahead of a key tax credit deadline. While revenue hit $343.3M, margins faced pressure from tariffs and a softer European market. The company is betting on new battery and commercial products to drive growth as it forecasts a demand rebound later this year.
eGain Corporation (EGAN) reported stronger-than-anticipated fiscal Q2 results, driven by accelerating adoption of its AI Knowledge Hub and a growing partner ecosystem. The company highlighted major enterprise wins and robust financial metrics, signaling a strategic shift towards AI-powered customer engagement.
Aviat Networks (AVNW) reports a surge in second-quarter bookings to a 10-year high, driven by demand in private and mobile networks. The company reaffirms its full-year outlook, highlighting disciplined execution and emerging opportunities in public safety 5G and fixed wireless access.
Cirrus Logic (CRUS) reported fiscal Q3 revenue and earnings that topped guidance, fueled by stronger-than-expected smartphone component demand. While smartphone strength drove results, executives detailed growing traction in PC and automotive markets as part of a strategic push to broaden its revenue base beyond its largest customer.
