A U.S. federal judge has denied Elon Musk's motion to dismiss an SEC lawsuit alleging he improperly delayed disclosing his significant Twitter share acquisitions in 2022, setting the stage for a legal battle over securities disclosure rules.
Two Swedish nationals have been convicted on terrorism and attempted murder charges for a 2024 grenade attack targeting the Israeli Embassy in Copenhagen, receiving prison sentences of 12 and 14 years.
Varonis Systems (NASDAQ: VRNS) delivered a stronger-than-expected fourth quarter, with revenue climbing 9.4% to $173.4 million. The data security firm issued upbeat guidance and highlighted robust SaaS growth as it advances toward a full cloud transition.
Sonos (NASDAQ: SONO) reported stronger-than-expected fourth-quarter earnings, though revenue remained flat year-over-year. While cost controls boosted profitability, analysts point to stagnant sales over a multi-year period as a key concern for the audio specialist.
Biotech giant Amgen (AMGN) posted fourth-quarter revenue of $9.87 billion, topping analyst forecasts and signaling robust demand for its portfolio of innovative therapies. The company's full-year outlook also exceeded expectations, though margin pressures remain a watchpoint for investors.
Japanese pharmaceutical firm Shionogi & Co. reported robust nine-month results, with net income growth significantly outpacing revenue increases. The performance highlights the company's effective cost management and strategic portfolio shifts, though analysts caution that future growth hinges on key pipeline products and regulatory approvals.
Defense electronics specialist Mercury Systems (MRCY) reported quarterly revenue and profit that surpassed Wall Street forecasts. However, a deeper look reveals persistent challenges with long-term sales growth and profitability, even as order backlog swells.
Adobe's expanded partnership with IT services giant Cognizant aims to embed its generative AI and experience platforms deeper into enterprise workflows. While not an immediate financial catalyst, the move underscores Adobe's pivot towards large-scale, services-driven deployments as it navigates heightened competition and growth concerns.
EastGroup Properties (EGP), a leading industrial REIT focused on the Sunbelt, has seen its shares climb to $180.44, delivering a solid one-year total return of 10.69%. This performance brings its valuation into sharp focus, with a narrative fair value estimate of $199.84 suggesting potential upside, yet a lofty P/E ratio of 38.7x signaling significant growth expectations priced in.
Following a staggering multi-year rally and a recent pullback, investors are scrutinizing whether Cameco's current share price still offers value or if the market has already priced in its nuclear renaissance narrative.
Analysts have nudged NeuroPace's (NPCE) fair value target higher, but the modest adjustment reflects a fine-tuning of financial models rather than a fundamental shift in the company's narrative. The move underscores the quiet, ongoing reassessment of risk and growth in the medtech sector.
After a year of muted returns and recent volatility, investors are scrutinizing whether European retail giant Ahold Delhaize's current share price presents a buying opportunity. Our analysis suggests a potential undervaluation, but competitive headwinds loom.
As Kennametal prepares to report earnings, its reaffirmed quarterly dividend underscores financial stability. Yet, with shares having rallied sharply, investors are weighing whether the industrial toolmaker's modest growth outlook justifies its valuation and what its capital priorities truly are.
Skyworks Solutions (SWKS) reported stronger-than-expected Q4 revenue and profit, while issuing surprisingly upbeat near-term guidance. However, the wireless chipmaker continues to grapple with year-over-year sales declines and a notable build-up in inventory, raising questions about the sustainability of its recovery amid a cyclical industry downturn.
Giverny Capital has spotlighted Medpace Holdings' aggressive share repurchase program as a vote of confidence, as the contract research organization navigates persistent concerns over biopharmaceutical funding. The firm's strategy highlights a broader debate on capital allocation in a volatile sector.
Novo Nordisk's combination therapy CagriSema has outperformed semaglutide in a pivotal Phase 3 trial for type 2 diabetes, significantly reducing blood sugar and weight. The strong results set the stage for regulatory discussions and reinforce the company's dominance in the metabolic treatment arena, amid heightened investor focus on its long-term growth potential.
Insurance broker Arthur J. Gallagher posted robust 2025 earnings, fueled by revenue growth and strategic acquisitions, alongside an optimistic 2026 forecast. Yet, a significant year-long share price decline and a lofty P/E ratio present a complex picture for investors weighing its apparent undervaluation against market skepticism.
Stitch Fix's latest financial model update maintains its fair value estimate at approximately $5.25 per share, reflecting a market narrative that balances patience with profitability concerns. As the personal styling service navigates a challenging retail environment, incremental adjustments to long-term assumptions signal cautious optimism from analysts.
Electronic Arts posted a 38% surge in quarterly net bookings to $3 billion, fueled by the blockbuster launch of ‘Battlefield 6’. The results come as the gaming giant prepares for a $55 billion transition to private ownership.
As the artificial intelligence revolution intensifies, chipmakers Broadcom and Micron Technology are positioned at the center of a supply-demand imbalance, presenting a unique opportunity for investors despite recent market highs.
