Analysis: Stocks

Nokian Renkaat: Strong Q2 ahead of expectations, earnings recovery on track

Earnings/Sales releases Nokian reported a strong Q2, exceeding expectations due to increased volumes and a favourable price mix, driven by price hikes and portfolio premiumisation. Both the passenger...

Project Delays Dent MBC Group's Results

Advertising demand has softened, and earnings have come under pressure and the company's share price is reflecting this impact.

Can Capstone Copper Sustain Momentum Beyond the Copper Price Tailwind?

Capstone Copper Corp. may be benefiting from favorable pricing today, but its next test may come when the commodity tailwinds fade.

Belimo: From HVAC champion to AI cooling play

Earnings/Sales releases Belimo delivered a strong H1 2026, with sales 4.1% above consensus and EBIT 6.6% ahead. Data centres now account for 23–24% of sales and over half of local-currency growth,...

Apple Didn't Reclaim the Crown. Nvidia Dropped It.

For a few hours, Apple was once again the world's most valuable company without really going anywhere. Nvidia fell. Apple held its ground. That aborted handoff raises an increasingly pressing question...

Owens Corning : A Higher-Quality Building Products Company

Founded in 1938 and headquartered in Toledo, Ohio, Owens Corning is a leading building products company focused on roofing, insulation, and residential door systems. The company operates in 31...

Evolution AB: RNG growth provides support amid regional challenges

Earnings/Sales releases Evolution delivered broadly in-line Q2'26 results with market expectations, with solid RNG growth offsetting weakness in Live Casino. Europe's performance positively surprised,...

AppLovin Corporation : One Engine, No Games

AppLovin, founded in 2011, is a mobile advertising technology company based in Palo Alto, California. It builds the AI-driven infrastructure that connects advertisers with the users most likely to...

Husqvarna: Weak demand, strong execution

Earnings/Sales releases Husqvarna delivered a resilient Q2 2026 performance despite challenging market conditions, with weak European gardening demand weighing on organic sales. The operating profit...

Volvo: Solid Q2 beats expectations, North American recovery to drive H2 performance

Earnings/sales releases Volvo's Q2 results exceeded expectations, driven by strong performance in the truck division attributed to increased volumes, a robust service business, a favourable brand...

DKSH: Growth intact, H2 margin delivery in focus

Earnings/Sales releases DKSH's H1 ‘26 results were a mixed bag, with sales and EPS ahead of market expectations, but Core EBIT was below consensus due to consumer goods margin pressure. Commercial...

Yara International: Volumes deferred, not lost

Earnings/Sales releases Q2 2026 underperformed due to lower deliveries and nitrate margins . Volumes seem deferred rather than lost. While European buying has picked up pace, conflict-led Urea price...

Sandvik: Q226: a tick disappointing.

Earnings/Sales releasesResults aligned with revenue expectations, with a marginally improved operating profit. However, reported EBIT fell short due to recurring Restructuring costs. Order intake...

Georg Fischer: The flow is back

Earnings/Sales releasesGF delivered 5.7% organic growth in H1 2026, supported by strong momentum in Industry and Infrastructure, while margin conversion remained below expectations. Management...

Epiroc: Q226: a slight miss and an over-reaction to the lower order-intake growth.

Significant newsThe company reported revenue and EBIT approximately 2% below expectations, though the shortfall appears immaterial. Order intake met forecasts, and EBIT margins improved, indicating...

Swedbank: Q2: Costs worry weighs on stock

Earnings/Sales releases Swedbank’s Q2 total income beat consensus at SEK18.1bn, driven by strong fee and trading results. However, PBT was dragged down by accelerating opex . NII growth slowed to...

Getinge: Strong Q2 26: Relief rally in full swing

Earnings/Sales releases Getinge delivered a solid Q2 26, beating consensus on both sales and adjusted EBITA. ACT returned to positive sales growth after a weak Q1; order trends were broadly...

Burberry: Consistency over excitement

Earnings/Sales releases Burberry reported a healthy start to FY27, with Q1 comparable retail sales up 5%, broadly in line with consensus. Strong local demand in the Americas and China helped offset...

Partners Group: Robust H1 inflows

Significant newsPartners Group released its AuM at the close of H1 , with new money in line with its own late 2025 expectations. In other words, its ability to convince does not seem to have suffered...