Equity Analysis

CoreWeave's Cloud Conundrum: Growth at Full Throttle, Losses in Tow

CoreWeave, one of the most prominent new names in AI infrastructure, posted second-quarter revenue of $1.21 billion, up 207% from a year earlier and comfortably ahead of Wall Street's $1.08bn...

Valneva: the return of biotech euphoria?

The Franco-Austrian laboratory, which generated a lot of excitement during the Covid-19 pandemic with its attempt to develop a vaccine, has been staging a strong rebound since the beginning of last...

Caught up by the economic situation, Dow halves its dividend

These are tough times for the chemical industry, whose difficulties reflect the slowdown in the economy, particularly since the introduction of tariffs.

Servicenow continues to shine with strategic integration

Servicenow has delivered a strong Q2 25 performance, showcasing robust growth across its business segments. Results were driven by a significant increase in net sales, primarily from high-margin...

Mastercard expands horizons with stablecoins

Mastercard delivered robust Q2 25 results, with solid growth across all business segments, supported by volume expansion and increased cross-border activity. Profitability was further boosted by...

UnitedHealth: Strategic shift in response to the crisis

There are moments in the life of a company when the tide turns, sometimes abruptly. For UnitedHealth Group, the largest health insurer in the US, 2025 will be remembered as a year of turmoil. Against...

Monster Beverage: energy that reassures

The US energy drink specialist surprised with better-than-expected quarterly results and summer sales momentum that supports analysts' optimistic forecasts.

Bechtle is back on track

Bechtle is a German group specializing in the distribution of IT hardware, software, and IT services for businesses and public administrations. It operates through a large network of local agencies...

Another day of carnage for Orsted

Orsted shares slumped 23% after announcing a huge capital increase representing nearly half of its market capitalization. Analysts were surprised by the size of the operation and not reassured by the...

AirTAC sees opportunities amidst industry growth

AirTAC International Group has delivered a strong top-line performance in Q2 25, reflecting strong demand across markets. Revenue performance underscored operational momentum, and the company has...

Hess Midstream unlocks growth from Chevron merger

Hess has posted strong operational and financial results for Q2 25, driven by production strength and reliable infrastructure operations. Efficient system utilization and disciplined cost management...

AtriCure, Inc. : Positioned for Growth in Surgical Afib Solutions

AtriCure specializes in cardiac surgical solutions, focusing on devices and therapies for atrial fibrillation , left atrial appendage management, and post-operative pain control. It has developed...

Palantir in five figures

The tech-savvy's favorite stock continues to break records on the stockmarket this week. Here are five figures that help to better understand the phenomenon....

Sandoz has significant clinical visibility

After a convincing first half, the Swiss generic and biosimilar drugs company is continuing its strong performance of recent weeks, with the stock rising 12% on Thursday.

Keller Group navigates FX impact with strong financial health

Keller Group plc has reported its H1 25 results, raising its interim dividend and launching new share buybacks, despite lower interim profits compared to the same period last year. Despite facing...

Develia boosts pipeline with Bouygues Immobilizer Polska

Develia is boosting its presence through strategic joint ventures and acquisitions, strengthening its position in key Polish markets. These moves enhance the company's market reach and bolster...

Ionos, the rising star of the European cloud, hits hard in H1 2025

Beyond the figures, there is a clear ambition: to become the sovereign champion of European digital technology. Ionos delivered a strong performance for H1 2025, confirming the robustness of its...

Q2 25 results highlight Teledyne's operational excellence

Teledyne Technologies delivered a strong Q2 25 performance, showcasing robust growth across its business segments. The results were driven by strong performance in the Aerospace and Defense...

Ambea AB continues to beat analysts' expectations

Ambea AB delivered a decent Q1 25 performance, showcasing solid growth across all its business segments. The results were driven by increased net sales and strategic expansion efforts, particularly in...