As Netflix shifts its focus from subscriber growth to profitability, a new bullish case emerges. With record margins, strong cash flow, and a reset valuation, analysts argue the streaming giant's mature phase may be its most lucrative yet.
AbbVie reported record full-year revenue and earnings for 2025, significantly exceeding its initial guidance. The company's growth was driven by its immunology blockbusters Skyrizi and Rinvoq, a rapidly expanding neuroscience portfolio, and strategic acquisitions, successfully offsetting the steep decline of its former top-seller Humira.
Asian markets tumbled Thursday, extending a Wall Street retreat fueled by growing investor skepticism over soaring AI expenditures and stretched tech valuations. Analysts warn of a fragile sentiment shift as capital rotates away from high-flying tech names.
Analysts have revised Popular Inc.'s fair value estimate upward, signaling a shift in sentiment for the mid-cap banking sector as firms look toward 2026 for potential outperformance.
Amidst shifting consumer tastes and premium competition, Molson Coors Beverage Company (TAP) presents a compelling value case. With robust cash flow, a fortified balance sheet, and aggressive shareholder returns, some analysts argue the market is overlooking a resilient staple.
Chipotle Mexican Grill reports solid 2025 earnings, yet a forecast for stagnant comparable sales in 2026 shifts investor attention to whether its current stock price accurately reflects the company's growth trajectory amid contrasting market signals.
GE Aerospace's major investment to upgrade its Singapore engine maintenance hub with AI and automation signals a strategic deepening of its high-value services moat in the Asia-Pacific region, though analysts caution on execution risks amid a rich valuation.
TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.
European Lithium Ltd. has fortified its financial position, raising approximately A$45 million through a strategic sale of shares in Nasdaq-listed Critical Metals Corp. The move boosts its cash reserves while preserving a significant, influential stake in the rare earths and lithium player.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
A key fair value estimate for advertising technology firm The Trade Desk has been revised downward, reflecting a more cautious stance from Wall Street on the company's future growth trajectory amid a shifting digital ad landscape.
Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.
MP Materials' stock has surged over 150% in the past year, riding the wave of critical mineral supply chain focus. Yet, a deep dive into its valuation reveals a stark contradiction: while a cash flow model suggests significant undervaluation, its sky-high revenue multiple signals caution. Investors are left weighing its strategic position against its current price tag.
Yum! Brands announces closure of underperforming Pizza Hut restaurants amid strategic review, raising questions about the fate of Michigan outlets and potential sale of the iconic chain.
Prediction market Polymarket now assigns a 71% chance that Bitcoin will touch $70,000 this month, as prices falter and ETF outflows mount, reflecting a sharp shift in trader sentiment from exuberance to caution.
Despite posting solid revenue growth and announcing a strategic AI security acquisition, Varonis Systems shares tumbled after its quarterly earnings guidance fell sharply short of Wall Street expectations.
DaVita Inc. announces its Integrated Kidney Care (IKC) program has turned profitable for the first time, marking a significant shift in its value-based care strategy. Concurrently, a new partnership with home care provider Elara Caring aims to expand patient access to coordinated, home-based kidney services, positioning the company for renewed growth in a competitive landscape.
Digital Realty Trust has confirmed its entry into the Malaysian market with the acquisition of the TelcoHub 1 data center in Cyberjaya. The move, set to close in the first half of 2026, includes adjacent land for future expansion and is seen as a strategic step to deepen the company's interconnectivity across Southeast Asia's growing digital economy.
