Analysis: Stocks

Data Centers After the Midterms: Is the AI Trade Really at Risk?

The Democrats' victory in the US elections is raising new uncertainties over data center construction. After a spectacular correction on Wall Street, investors are questioning the future of the...

Kraft Heinz battles headwinds to save its dividend

Twelfth consecutive quarter of organic decline for the US sauces and cheese giant.

Still no AI threat at Expedia

In the category of companies that artificial intelligence was supposed to put out of business, but that continue to prosper nonetheless, it is Expedia's turn to keep defying the predictions.

Frontdoor, Inc. : The Home Warranty Leader Rebuilding Its Growth Engine

An AC that fails in July, a water heater that floods the garage, a fridge that dies before Thanksgiving: sooner or later, every homeowner pays for a repair. Frontdoor has built a $2.1 billion business...

Marriott International fills both its hotels and its shareholders' pockets

For several years now, the world's leading hotel company has looked like an unstoppable steamroller.

The JM Smucker Company : Brewing Its Way Back

Behind every can of Folgers, jar of Jif and frozen Uncrustables sandwich sits a 129-year-old Ohio company that spent three years digesting a $5.4 billion bet on Twinkies. Yet coffee pricing power, a...

Colgate-Palmolive Remains a Top Investor Favorite

For many industrial companies and publicly traded businesses, the current news cycle is being driven not by AI but by the resurgence of inflation.

What Does the Future Hold for PayPal?

Can the payment services provider, once dominant but now crushed by competition, reinvent itself and return to growth? Or is it doomed to cannibalize itself, meaning aggressively buy back its own...

Why Costco Keeps Winning Even When Consumers Feel Stretched

When household budgets are under pressure, retailers face a difficult balancing act: customers want lower prices, but companies still need to protect margins and keep earnings growing. Costco...

UPS fundamentals under a lot of pressure

A back-to-school stock rally for the carrier, which still ranks among the highest dividend yields on US markets.

Amadeus IT Group: Navigating Middle East headwinds

Earnings/Sales releases Q3 results were broadly in line with expectations, with revenue growth across all divisions and a slight increase in the adjusted EBIT margin. Hospitality & Other Solutions...

SGL Carbon SE: Nuclear ramp-up and portfolio restructuring drive earnings upgrade

Significant news SGL Carbon reported a resilient performance in 9M26, with EBITDApre declining just 2% despite a 9% decline in sales, reflecting the benefits of portfolio restructuring and an improved...

Euronext NV: Q3: Record quarter, but trading sensitivity rises

Earnings/Sales releasesEuronext posted its best quarter since its 2014 IPO, with revenue up 25% yoy , 4% above consensus. A FICC surge, led by record MTS volumes, helped deliver 11pp jaws and a 66.5%...

Aperam: Q326: earnings improvement despite weak European demand

Earnings/Sales releases Aperam’s Q326 results are slightly below consensus but broadly in line with previous Guidance, with EBITDA reaching €103m. Despite Weak European demand and Seasonal...

Swiss Re: Swiss Re 3Q26: Earnings beat masks weaker new business

Earnings/Sales releasesSwiss Re’s 3Q26 net income beat consensus by 17%, with each division ahead of expectations. However, New Business CSM remained weak in P&C, reflecting the current softening...

Genmab: Strong profit beat but guidance unchanged; time to book profits

Earnings/Sales releasesGenmab's sales missed expectations, but Profitability significantly exceeded expectations. Growth was driven by contributions from most offerings, with the blood cancer drug...

Pirelli: Strong price/mix carries Q3; raw materials to weigh on FY27

Earnings/Sales releases Pirelli delivered a Q3 higher than consensus on revenue, adjusted EBITDA, adjusted EBIT, net income and cash generation, with capex lower. Record price mix held the margin...

Ses: Q3: evidence of strategic transformation

Earnings/Sales releases SES delivered a strong Q3 2026, with like-for-like revenue increasing 4.2% y/y and adjusted EBITDA rising 18.6%, supported by a recovery in Media, strong Government & Defence...

Spirits update: a sobering opportunity

Significant news Following yesterday’s market decline, investors seeking defensive stocks may find opportunities in spirits. Out of favour since 2022, the sector is showing signs of stabilisation:...

Smith & Nephew: Second guidance cut overshadowed by Ortho optionality

Earnings/Sales releases S&N reported Q3 26 revenue of $1,551m , in line with consensus. Sports Medicine & ENT led , but continued weakness in US Knees and Hips prompted a second FY26 guidance cut,...

Banca Monte Dei Paschi Siena: Passing the torch with honours

Earnings/Sales releases The group released a good set of results, thus enabling management to upgrade its full-year guidance and pass the torch with honours. The lack of comments on the group’s...

EDP: 9M26: Third guidance upgrade, pumping margin is the next lever

Earnings/Sales releases EDP delivered a strong quarter and its third guidance upgrade of the year. 3Q26 recurring EBITDA jumped 26%, taking 9M26 recurring net profit up 22% to €1.19bn. FY26...

Outokumpu: Outokumpu – Q3 2026: In-Line results, but weak Q4 guidance raises concerns

Earnings/Sales releases Outokumpu’s Q326 results were broadly in line with expectations, with sales up 19.8% to €1,555m and adjusted EBITDA of €101m. However, the outlook is disappointing, with...

Enel: Weighing the São Paulo concession risk

Significant news Aneel votes on 17 November on recommending the early termination of Enel's Sao Paulo distribution concession. With two directors already in favour, a recommendation looks the base...

Teleperformance: Q326 Trading Update: Weak Top-Line Performance Reinforces Concerns Over Growth Recovery

Earnings/Sales releases Teleperformance’s Q326 trading update is clearly disappointing, with persistent Top-line Weakness prompting a significant downgrade to FY26 revenue guidance . Although...

The legacy carriers’ fuel pass-through worked

Latest Europe’s three legacy carriers have now all reported Q3 and we see a clear trend emerging ahead of a Q4. Fact Lufthansa was the first to publish its good results with an adj EBIT of...

Centuria Turns Fees Into Higher Operating Earnings

But investor skepticism persists.