Analysis: Stocks

Zurich Airport returns to a generous dividend payout

The operator of one of Europe's safest infrastructures delivered a strong H1 2026, with revenue up 5%.

Asseco Poland: Very strong Q2 results and positive outlook

Earnings/Sales releasesIn Q2 26, Asseco Poland’s results were 5%-9% above PAP consensus. They were driven by the Public segment, whose condition during the call management was described as...

Ackermans & van Haaren: Earnings momentum remains strong

Earnings/Sales releasesAckermans & van Haaren delivered a very strong H1-26, with net profit up 24% yoy to c. €340m and core business contribution up 13%. Management upgraded its FY-26 outlook and...

Lottery and sports betting specialist Allwyn sets its sights on the US

The group yesterday reported interim results that were boosted by the acquisition of PrizePicks in the US.

BWP Trust's Occupancy Supports Earnings But Investors' Expectations Are Rising

The portfolio looks secure for BWP Trust, although the stock's valuation raises the bar.

Metro Advances Its Discount Stores to Attract Value-Conscious Consumers

Investors continue to assess whether Metro Inc. can offset cost pressures through operational improvements.

Ricoh's Workflow Push Is Stealing the Show

Ricoh Company Limited's shares are flirting with fresh highs but can the business keep the momentum going?

Autodesk Defies the AI Paranoia

A steroid-charged start to the year for the American computer-aided design specialist, still firmly positioned in architecture and construction engineering....

AGEAS: Ageas - 1H26 results: Strong headline, softer capital generation

Earnings/Sales releases Ageas reported good 1H26 results, with strong inflows, particularly in Life in Europe, and an increase in the net operating result despite significant weather-related claims...

South32: Strong FY26 results, but don't overlook the underlying vulnerabilities

Earnings/sales releasesFY26 was strong for South32, with valuable contributions from Aluminium and Zinc being well complemented by various positives in Copper and Manganese. While everything seems...

Givaudan: Refine, don't reset

Strategic plan Givaudan utilised its Summer Investor Conference to reaffirm its 2030 financial ambitions and refine its strategy under the new CEO. The adjustments are evolutionary, not a reset,...

Elekta: Profitability beat; healthy order intake growth; recovery ahead

Earnings/Sales releases Elekta's Q1 sales fell short of expectations, although Profitability surpassed forecasts. The top line declined due to underperformance in Solutions, while Services...

Allwyn AG: Mixed Q2, with execution in focus

Earnings/Sales releasesAllwyn's Q2'26 results were mixed, with net revenue and Adjusted EBITDA ~1% below market expectations, while Adjusted EPS benefited from a favourable tax outcome. Continental...

Pernod Ricard: No recovery in the glass yet

Earnings/Sales releases FY26 closes Pernod Ricard's transition year without delivering a clear recovery signal. Sales ended at the weak end of guidance and Q4 lost some momentum, while Margin defence...

Steady results for HP

HP has announced solid quarterly results, with FY 2026 shaping up in line with the ten years that came before.

Investors' surprising and enduring leniency toward CrowdStrike

In July 2024, a poorly calibrated update to its Falcon cybersecurity software crashed 8.5 million Windows computers, instantly paralyzing hundreds of thousands of companies and government agencies...

EVN: 9M 2025/26: EVN lifts FY guidance on one-offs as generation stays weak

EARNINGS/SALES RELEASESEVN reported solid nine-month results and raised its FY25/26 net profit guidance to €470–490m , a lift management explicitly attributes to positive non-cash and...

Shaily Engineering Plastics Gets a Boost from the Healthcare Segment

As a result, its shares are soaring, but how long will this last?

Astellas' Profits May Have Doubled, But Can It Outrun the Street's Skepticism?

Japan wants pharmaceutical innovation to move faster… and Astellas Pharma Inc. has a chance to capitalize on this.