A recent 12% monthly uptick offers little solace to long-term investors in Dutch offshore foundation specialist Sif Holding, who have seen their holdings erode by more than half over five years. We examine the underlying fundamentals and market sentiment behind the prolonged downturn.
Baron Discovery Fund's Q4 2025 letter reveals Primo Brands (PRMB) as a significant drag on performance, with shares down over 43% in the past year following disappointing results in its core water delivery segment.
In a major consolidation move within the semiconductor industry, Texas Instruments has agreed to acquire wireless connectivity specialist Silicon Labs for approximately $7.5 billion, aiming to expand its embedded systems portfolio and secure future growth.
GSK reported robust full-year 2025 results, with sales exceeding £32 billion and profit growth outpacing revenue. Executives outlined a 2026 strategy focused on maximizing recent drug launches, accelerating late-stage pipeline assets, and leveraging technology, while navigating currency headwinds and a profit shift to the second half.
GE HealthCare Technologies Inc. has issued an upbeat profit forecast for 2026, surpassing analyst expectations, as hospitals continue to invest heavily in diagnostic and imaging equipment amid steady procedural volumes.
Reynolds Consumer Products (NASDAQ: REYN) reported fourth-quarter sales that surpassed analyst expectations, though a weaker-than-anticipated revenue forecast for the coming quarter highlights ongoing challenges in volume growth for the household staples maker.
A new Congressional Budget Office analysis reveals the staggering financial cost of deploying troops to American cities, raising profound questions about policy, politics, and civil-military boundaries.
Long-term investors in Integra LifeSciences Holdings have seen their holdings decimated, with the stock's dramatic decline raising questions about the medical device maker's turnaround prospects and broader sector challenges.
Morgan Stanley's robust fourth-quarter performance, led by a resurgent investment banking division and stable wealth management, has reignited investor interest and sparked fresh analysis on whether its current stock price fully reflects future prospects.
Bolstered by strong growth in digital subscriptions and advertising, The New York Times reported quarterly revenue of $802.3 million, exceeding forecasts and marking another step toward its ambitious 2027 subscriber target.
WeRide's stock has plummeted 48% over the past year, leaving investors to grapple with a stark contradiction: a DCF model suggests massive undervaluation, while its sky-high P/S ratio screams overvaluation. We examine the numbers, the narrative, and what it means for the autonomous driving pioneer's future.
Mondelez International merges its financial and operational command under longtime CFO Luca Zaramella, signaling a strategic push for tighter alignment between profit goals and on-the-ground execution amid market pressures.
Twist Bioscience shares have surged over 40% in the past month, reigniting investor debate. While short-term momentum is strong, the stock's long-term performance and a significant gap between its market price and some fair value estimates present a complex picture for the synthetic biology firm.
American Airlines confronts the costly aftermath of Winter Storm Fern, its largest weather disruption ever, with over 9,000 flights canceled. As the carrier works to recover, its long-term focus remains on expanding premium cabins, loyalty programs, and key hubs to drive future profitability.
After a challenging 2025, e.l.f. Beauty's stock saw a significant rebound last month, driven by favorable tariff adjustments and growing sentiment that the market may have undervalued the resilient cosmetics disruptor.
Analysts have nudged RWE's fair value estimate higher to €53.74, a subtle reset driven by fine-tuning discount rates rather than a fundamental story change. This quiet calibration, against steady growth forecasts, underscores how incremental shifts shape the long-term investment thesis for the energy giant.
Kennametal (KMT) delivered a surprise fourth-quarter performance, with sales and profit significantly exceeding analyst forecasts. The industrial tools maker also provided an optimistic revenue guidance for the coming quarter, signaling confidence in sustained demand across its key end markets.
Independent investment bank Evercore (NYSE: EVR) delivered a powerful finish to 2025, with Q4 revenue soaring 31.4% to $1.29B, significantly outperforming Wall Street expectations. Adjusted EPS of $5.13 also beat consensus estimates by a wide margin.
Credit reporting giant Equifax posted better-than-expected Q4 2025 results, with revenue climbing 9.2% to $1.55 billion. The company issued optimistic guidance for the coming quarter, signaling resilience despite challenges in key sectors like U.S. mortgage and hiring markets.
Agribusiness giant Bunge Global (NYSE:BG) posted a blockbuster fourth quarter, with revenue surging 75.5% year-over-year to $23.76 billion, significantly exceeding analyst expectations. The performance highlights early gains from its transformative merger with Viterra, even as the company navigates a complex global landscape.
