Analysis: Stocks

AI from the inside: lessons from the Constellation Software AGM

The AGM of the high-performing Constellation Software enabled investors to gauge the sentiment of its different executives in the face of the AI revolution.

NextEra and Dominion embark on the largest M&A deal since the dot-com bubble

Mega-deals have historically followed in the wake of major phases of financial euphoria. Does the combination of NextEra Energy and Dominion - the fourth-largest M&A deal in history in terms of...

Currys: Currys Q4: Solid finish delivers another guidance upgrade

Earnings/Sales Releases Currys delivered a strong post-peak performance, with group LFL sales up 4.0%. Balanced regional growth and continuous market share gains drove full-year adjusted PBT guidance...

Banijay continues its impressive ascent

Under the leadership of media entrepreneur Stéphane Courbit, and still backed by controversial billionaire Vincent Bolloré, France's Rupert Murdoch, luxury hospitality group Société des Bains de...

Merck KGaA: From 19th-century cocaine to tomorrow's AI chips

Did you know? The German pharmaceutical giant has a link to artificial intelligence. This is a lead the MarketScreener team wanted to explore, justifying the unusual title of this analysis.

Angel One Riding Growth, But Cracks Emerging

India's trading boom has been great for brokers, and Angel One rode that wave to a tune. More investors, more trades, more activity - it all worked out in their favor. However, the easy phase may end....

Yadea is Crushing Earnings, although Stock Stalling

Yadea Group Holdings Ltd just doubled its profits in a flattening economy, leaving investors to decide if the stock is a bargain or a trap.

Can JD Logistics Survive Big Volumes with Tiny Margins?

JD Logistics, Inc. is growing fast. Revenue is climbing broadly and profits are following, but margins remain razor-thin. ...

Dr. Martens: Sole Survivor

Dr. Martens' latest results show that the company is trying to become smaller in the right places and stronger in the important ones. Sales slipped, but profits recovered, margins improved and debt...

Time to book profits on miners!

Latest After another stellar rally in recent months – largely also on the back of supply fears/disruptions due to the Iran war, maybe it's time to book profits on the sector. While there have been...

Sonova Holding: Earnings beat; innovation momentum intact

Earnings/Sales releases Sonova's FY2025-26 Profitability exceeded the company-compiled consensus. Revenue growth was primarily driven by the Hearing Instruments segment, despite some offset from...

Ryanair: Restricted booking and pricing visibility overshadow operational resilience

Earnings/Sales releases Ryanair concluded FY26 with a pre-exceptional after-tax profit that slightly beat the guidance and analyst expectations. However, severely constrained booking visibility,...

Talanx: Talanx 1Q26: Guidance is conservative, dividend set to rise

Earnings/Sales releases Following the release of preliminary figures on 13 May, Talanx has published its full 1Q26 results. As expected, insurance revenue growth was modest. However, profitability...

Allegro.eu: Excellent Q1 results: Higher 2026 guidance for international operations.

EARNINGS/SALES RELEASESThe Q1 26 results of Allegro Group were 3.1%-7.4% above the PAP consensus on sales, EBITDA and EBIT levels. As GMV growth in Czechia, Slovakia and Hungary had accelerated more...

EPAM Systems returns to growth but faces brunt of investor skepticism

The IT consulting firm, whose business model once relied heavily on outsourcing in Russia and Belarus, has reached a new one-year low.

Instone Real Estate: Still on track despite headwinds

Earnings/Sales releases Instone experienced a setback at the beginning of the year. However, management anticipates recovering this shortfall within the fiscal year. The guidance for FY 26 remains...

Market Refuses to Buy ALEC Holdings' Growth

Behind these stellar numbers lies a tightening cash squeeze that leaves investors wondering whether this giant can actually turn its profits into hard cash.

Gold Boom Lifts All Boats at Aris Mining… for the Moment

In mining, stories often look best right when profits peak. However, that's when investors should be more careful.

Samsonite Packs Growth, Loses Profit Along the Way

Samsonite Group S.A.'s bags are travelling well, although the stock has barely stirred and profits are quietly retreating. The top and bottom lines are telling different stories, and that tension is...