Analysis: Stocks

TomTom: Margins resilient, revenue recovery still awaited

Earnings/Sales releasesTomTom reported Q226 results in line with market expectations. However, the stock fell c.13% as revenues declined for a third consecutive quarter and management indicated that...

ASML: AI-driven semiconductor demand fuels upgraded outlook

Earnings/Sales releases ASML delivered a stronger-than-expected second quarter for 2026, driven by robust demand across advanced logic and memory customers. Revenue exceeded management guidance due...

Nel: Ailing Alkaline sees no respite even as PEM shows momentum

Earnings/Sales releasesNel posted another difficult set of results with subdued revenue growth and higher EBITDA losses. This quarter saw Nel secure few orders in PEM, while the Alkaline order book...

Richemont: Jewelry still shines brightest

Earnings/sales releases Richemont delivered an outstanding start to FY26/27, with Q1 sales up 20% at cFx, well above the highest end of market expectations. Growth was broad-based across all...

DnB: Q2: Solid beat and rates tailwinds confirm top Nordic pick view

Earnings/Sales releases DNB’s solid Q2-26 PBT of NOK 13bn beat consensus by 3%, driven by stellar asset quality with a cost of risk at 6bp . While NII felt temporary pressure from mortgage...

The 3 European stocks that analysts like the most this summer

Now that you have been tempted by this alluring headline, we need to see whether there is any common thread between online betting, X-rays and a game of Catan. None, at first glance. But actually, yes...

Tata Consultancy: Caught in the AI of the Storm

It looks like financial payoffs from AI for enterprise IT providers are work in progress.

China Medical System Innovation Momentum Faces Reality Check

The country's innovation push is creating opportunities, although China Medical System Holdings Limited must now prove its expanding pipeline can generate returns. ...

Shin-Etsu's AI Bet Faces PVC Drag

Shin-Etsu Chemical Co., Ltd.'s semiconductor materials business continues to benefit from AI-driven demand, but weaker conditions have weighed on profits.

Antofagasta's second-half challenge

Antofagasta's copper mines delivered a steady second quarter, but the company will need a much stronger second half to meet its annual targets. Production was broadly unchanged from the first three...

Richemont relights luxury's flame

Geneva-based Richemont has regained sector leadership in recent months, with LVMH and Hermes having slowed a bit. Its Q2 numbers confirm the company's position and point to better outlooks for the...

Interactive Brokers Group, Inc. : The Automation Advantage in Electronic Brokerage

Interactive Brokers is a leading online broker offering access to stocks, options, futures, currencies, bonds, funds, and cryptocurrencies across more than 170 market centers in 40 countries and 29...

Where would AI lead Pharma in the long run?

Latest Pharmas' AI investments pour broadly into two areas: Compute infrastructure, and AI models and platforms. Neither provides a long-term competitive advantage since money can buy access to them....

Tata Elxsi's Growth Engine Needs a Tune-Up

Slower profits and a sharp slide in the share price show the market wants evidence before it buys back into Tata Elxsi's story.

Magna International Confronts New Industry Realities

The margin recovery is real, and so are the risks. The question is which one the market is paying attention to.

Ericsson: Margin resilience highlights operational strength amid near-term cost pressures

Significant newsEricsson delivered a resilient second-quarter 2026 performance despite a challenging operating environment. Organic sales declined 1% YoY, while the adjusted gross margin improved to...

Drägerwerk AG & Co KGaA: Strong Q2 beat; EBIT guidance floor raised

Earnings/Sales releases Dräger delivered a strong set of Q2 2026 preliminary figures, with both revenue and earnings ahead of consensus. The guidance upgrade on the EBIT margin floor was the key...

Backlog Keeps the Engines Humming at Cirrus

Aircraft sales, service revenue, and a growing ecosystem continue to push Cirrus Aircraft Limited forward, but investors seem unconvinced.

Obayashi Is Poised to Capture Japan's Infra Expansion

Japan's infra opportunity is clear; whether it can be fully captured remains the more important question.