Analysis 2G Energy’s Order Book Is Full — The Question Is When It Turns Into Profit
2G Energy carries an order backlog of more than EUR 600 million, yet the stock is caught between a “Strong Buy” at EUR 82 and a “Sell” at EUR 39....
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Earnings
Ocugen Puts a Date on the Calendar, but 2027 Data Still Carries the Weight
Ocugen has circled 4 November 2026 for the release of its third-quarter 2026 results and a business update, with a...
Analysis
BioNTech Hands Gilead the Chemo Slot in ROSETTA Breast-01 — A Trial Design, Not a Verdict
BioNTech has redrawn the blueprint for one of its flagship breast cancer trials, and the change is procedural rather than...
Analysis
AGNC Draws Fresh Capital as Book Value Recovery Faces Its First Real Test
AGNC Investment has spent the past two weeks giving investors two very different pictures of itself. One shows a mortgage...
Analysis
Netflix’s Content Offensive Cuts Both Ways as Analysts Split on the Streaming Giant
Netflix spent the past few days answering its critics with announcements — a record licensing pact, a fresh production greenlight...
Analysis
Ubtech Robotics: A Web of Agreements, but Only Deliveries Carry Hard Proof
Ubtech Robotics has spent the past week stacking up announcements — a government pact in the Gulf, an exclusive distribution...
Earnings
Nel ASA’s PEM Surge Cannot Mask an Alkaline Wipeout
Nel ASA’s third-quarter 2026 report, released on 15 October, lays out a company pulling in two directions at once. Revenue...
Analysis
Bernstein Keeps 61-Euro Target on BASF as Buyback Runs and Deals Stay Tentative
Bernstein analyst James Hooper reaffirmed a Buy rating on BASF on Tuesday, holding his price target at 61 euros. The...
Analysis
Western Digital Rides BofA’s Target Hike Into Earnings — With Morgan Stanley’s Caution as the Counterweight
Western Digital shares climbed 3.9% on Wednesday, drawing support from a Bank of America price-target upgrade while investors staked out...
Analysis
BHP Rewires Its Portfolio: San Manuel Handover, Kambalda Pending, and a US$2 Billion Grid Partnership
BHP has closed the sale of its San Manuel mine to Faraday Copper, handing over ownership and operations on 6...
Analysis
Shell’s Jackdaw Green Light Meets a Refining Margin Reality Check
Shell enters the final week before its third-quarter report with two very different storylines running in parallel. North of Scotland,...