Smartkarma | Intelligent Investing

We downgrade EBOS Group (EBO) to NEUTRAL from OUTPERFORM.EBO has meaningfully derated over the prior 12 months and now trades at 15x 12-month forward PE.We lower our target price to NZ$24 and downgrade to NEUTRAL.

Lantheus Holdings reported its first quarter 2026 financial results with modest revenue growth and several regulatory advancements, reflecting a strategic emphasis on radio diagnostics and regulatory milestones.Revenue for Q1 was $377.3 million, representing a 1.2% increase year-over-year (8.6% when excluding revenue from a divested business).Oncology revenues, primarily from PY...

Public Service Enterprise Group (PSEG) reported a solid start to 2026 with first quarter net income of $1.48 per share and non-GAAP operating earnings of $1.55 per share, both reflecting growth from the prior-year period.The utilities segment, PSE&G, delivered increased earnings driven by ongoing investments in infrastructure modernization and energy efficiency, supported by...

OGE Energy Corporation reported first-quarter earnings of $0.24 per diluted share, noting that this period typically accounts for about 10% of its annual earnings.The lower earnings compared to the same period in 2025—when it recorded $0.31 per share—were mainly due to milder weather and timing differences in operations and maintenance expenses, partly offset by reduced deprecia...

The AES Corporation reported financial and operational results for the third quarter of 2025, affirming its full-year guidance and long-term growth targets.The company highlighted strong execution across its renewables and utility segments, with adjusted EBITDA rising to $830 million from $698 million year-over-year, and adjusted earnings per share increasing to $0.75 from $0.71...