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Alstom secured a €1.03 billion contract to supply 153 Adessia Stream trains to Comboios de Portugal (CP), the largest train purchase in Portuguese history. The order, slated to be booked in Alstom’s 2025/2026 financial year, will see the trains built in a new Portuguese facility that the company will establish, creating nearly 300 direct jobs. The...

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On April 1, 2026, ADC announced a monthly cash dividend on its 4.25 % Series A Cumulative Redeemable Preferred Stock of $0.08854 per depositary share, equating to $1.0625 per annum. The next preferred dividend is payable on April 1, 2026 to shareholders of record as of March 20, 2026. On April 15, 2026, the Board authorized a monthly cash dividen...

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Agree Realty (ADC) posted a 12.8 % return year‑to‑date, a 10.4 % total return over the past year, and a 14.1 % gain in the last three months, with an 8.8 % return in the most recent month. The share price has risen to a price‑to‑earnings ratio of 49.6×, well above the estimated fair P/E of 38× and the peer average of 24.2×, implying a high market...

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Overall, the secondary offering and post‑merger equity raise are central to Diamondback’s capital‑allocation strategy, influencing ownership concentration, share price volatility, and the company’s ability to fund growth and shareholder returns in the Permian‑Basin‑centric business.

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Financial guidance for the upcoming earnings release highlights a 50 % drop in EPS to $2.27 and a 17.37 % decline in revenue to $3.34 billion versus the same quarter last year. Full‑year consensus estimates project EPS of $9.28 and revenue of $13.52 billion, representing year‑over‑year declines of 30.59 % and 10.04 % respectively. The company’s f...

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This equity raise follows the completion of Diamondback’s merger with Endeavor Energy. The company is now shaping its post‑merger capital structure and funding plans through this follow‑on offering, prioritising equity‑funded balance‑sheet flexibility over operating cash flow or additional debt. The 11 million‑share issue underscores the firm’s i...

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Greth’s vehicle owned approximately 34 % of FANG’s outstanding shares as of March 4. The block sale, announced on March 6, triggered a ~3.6 % drop in after‑hours trading, with shares falling from Tuesday’s close of $178.37 to $173.40. The price range implies a discount of up to 3.4 % relative to the previous closing price. The sale is expected t...

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Diamondback Energy (FANG) announced a secondary common‑stock offering of 11 million shares to be sold solely by SGF FANG Holdings LP, the investment vehicle of Lyndal Stephens Greth. The offering is priced between $172.25 and $176 per share, potentially raising up to $1.94 billion; however, FANG will not receive any proceeds because the sale is a...

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Invesco Mortgage Capital Inc. (IVR) announced that Stephanie J. Larosiliere will join its Board of Directors as an executive director, effective March 6, 2026. Larosiliere brings more than twenty years of experience in fixed‑income markets, most recently serving as Head of Business Strategy and Development for Invesco Ltd. Fixed Income in North Ame...

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These divergent narratives, along with the over‑premium pricing relative to peers, underscore a cautious market stance. The data points—price decline, overvaluation in DCF terms, high P/S multiples, and a wide analyst target range—highlight the uncertainty surrounding Nordic Semiconductor’s near‑term growth prospects and potential impact on capital...

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