Independent global equity research.
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FAIR ISAAC CORP|NYSE:FICO|Information Technology
FAIR ISAAC CORP (NYSE:FICO) fell 16.7% as FHFA widened VantageScore access; the price still requires double-digit owner-cash growth.
5 Sept 2026|11:46am AEST
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lululemon athletica inc.|NASDAQ:LULU|Consumer Discretionary
lululemon athletica inc. (NASDAQ:LULU) fell 17.38% after Q2 comps dropped 9%. Its 825-store footprint now makes occupancy the recovery constraint.
5 Sept 2026|8:21am AEST
PEXA Group Limited|ASX:PXA|Technology
PEXA Group (ASX:PXA) bounced 9.4% on Monday after Friday's 17.4% results rout, but IPART's proposed 20% fee cut decides more than FY27 does.
31 Aug 2026|6:47pm AEST
Bapcor Limited|ASX:BAP|Consumer Discretionary
Bapcor Limited (ASX:BAP) rose another 9.3% after FY2026 results. The balance sheet survived; A$525 million of inventory still tests the recovery.
30 Aug 2026|10:35pm AEST
Solstice Advanced Materials Inc.|NASDAQ:SOLS|Materials
Solstice (NASDAQ:SOLS) jumped 12.76% after ending its Element deal. The rebound removed leverage risk, but $63.53 still requires owner-cash growth.
30 Aug 2026|6:52pm AEST
GAP INC|NYSE:GAP|Consumer Discretionary
Gap (NYSE:GAP) rallied 12.9% after lifting EPS guidance. The raise came from fewer shares while Old Navy's sales fell again.
30 Aug 2026|2:52pm AEST