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.
Axos Financial Inc. (AX) reported robust second-quarter earnings for fiscal 2026, highlighted by a 23.3% surge in earnings per share and significant loan portfolio expansion, even as it manages industry-wide margin pressures and rising operational costs.
Commonwealth Bank of Australia has partnered with Mastercard to conduct the nation's first pilot of authenticated 'agentic' payments, a move that could redefine how transactions are initiated and managed by artificial intelligence.
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.
With economic crosswinds buffeting regional markets, income-focused investors are increasingly looking to dividend-paying equities in Asia to anchor their portfolios. We examine three prominent names offering compelling yields.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
Bitcoin plunged to a nine-month low as a confluence of political uncertainty and geopolitical tensions sparked a broad market sell-off, forcing over $1.6 billion in leveraged positions to close.
SAP SE's stock plunged to a yearly low following a cautious sector outlook from JPMorgan, which highlighted AI's potential to disrupt traditional SaaS business models, despite the company reporting robust annual earnings.
Despite posting year-over-year revenue growth, MarineMax's first-quarter earnings reveal the persistent headwinds buffeting the recreational boating industry, from aggressive promotions to cautious consumers. Management points to early spring signals and a fortified balance sheet as reasons for cautious optimism.
Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.
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.
Group 1 Automotive capped off 2025 with record revenue and profits, driven by robust aftersales and F&I performance. While navigating affordability concerns and a challenging UK market, the company aggressively reshaped its dealership portfolio and returned significant capital to shareholders through buybacks.
The Swedish industrial giant reported lower sales and net income for 2025 but proposed maintaining its ordinary dividend and adding a special distribution, a move analysts interpret as a show of financial strength despite near-term headwinds.
As OpenAI accelerates toward a potential year-end IPO, Amazon, Microsoft, and Nvidia are in advanced talks to lead a funding round that could exceed $100 billion, reshaping the AI industry's financial and competitive landscape.
Malaysia's state energy giant Petronas unveils a sweeping three-year plan to sustain domestic oil and gas output, expand its global LNG footprint, and position itself as a regional leader in carbon capture, navigating the complex transition toward a lower-carbon future.
In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.
Colony Bankcorp (CBAN) reported improved operating performance in Q4 2025, with executives detailing on-track integration of TC Federal and momentum in fee-based businesses. The bank targets a 1.20% return on assets for 2026 and signals appetite for further acquisitions.
Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.
Elevra Lithium reports record quarterly revenue from its flagship North American operation but tempers near-term production guidance, highlighting the complex balancing act facing lithium miners as they expand amid market volatility.
Despite a recent pullback, Everest Group's stock appears significantly undervalued based on one fundamental model, yet its premium P/E ratio tells a more nuanced story. We break down the conflicting signals for the insurance giant.
