A sharp sell-off in Atlassian (TEAM) shares has created an ‘attractive setup’ ahead of the company’s fiscal Q2 2026 earnings. That’s the view of Morgan Stanley, whose analyst Keith Weiss says investors are overstating the risks posed by AI. Shares in the collaboration tools designer are down about 20% already year to date, having lost 35% in 2025. This leaves Atlassian stock trading at a ‘deeply discounted valuation’, according to the analyst. AI disruption ‘exaggerated’ Morgan Stanley argues market concerns around AI disrupting Atlassian’s seat-based pricing model are exaggerated. On the contrary, the bank views AI as a structural tailwind…

The withering hand of weak investor sentiment may be reaching across the European defence sector, but it hasn’t touched Senior (SNR). Shares in the advanced components firm surged more than 10% in Thursday trade in London. This increase came after the FTSE 250 engineering manufacturer said full-year 2025 adjusted profit before tax will breeze past previous guidance. This result proves that profit before tax will breeze past previous guidance once again, reinforcing management confidence. The company now sees profits ‘comfortably above’ previous guidance, underpinned by stronger-than-anticipated performance in its Aerospace division. Analysts agree that profit before tax will breeze past…

FTSE 250 firm Computacenter (CCC) delivered a markedly stronger-than-expected trading performance in 2025. It prompted the UK-listed IT services supplier to bring forward its full-year update. The update highlighted broad-based momentum across revenue, profits, cash generation and order intake. It also saw the stock charge more than 8% higher in London. Computacenter (CCC)Price: £33.47Market cap: £3.88bn The company said gross invoiced income increased by 31% year-on-year in 2025, or 32% on a constant-currency basis. This was comfortably ahead of market expectations. Analysts at Jefferies estimated the revenue outcome to be around 14% above consensus forecasts. This underlines the scale of…

European defence stocks retreated on Thursday after US President Donald Trump retreated from antagonistic trade war talk. He said Washington would not move ahead with planned tariffs on European countries. This was due to what he described as progress toward a prospective agreement linked to Greenland. Shares in Germany’s Rheinmetall (RHM), Italy’s Leonardo (LDO) and France’s Thales (HO) chalked up declines of 2% to 3%. Sweden’s Saab (SAAB-B) also fell, while the UK’s BAE Systems (BA.) nudged more modestly lower to £20.48. Productive NATO talks Trump said the decision followed discussions with NATO Secretary-General Mark Rutte, which he characterised as…

In our latest podcast, Sharesify’s Steven Frazer and Ian Conway get to grips with a big sell-off over in the US. They explain how Trump’s Greenland land grab is dragging on investor confidence, and why events are setting the gold price alight. The chaps also explain why UK markets have remained more robust. Steven and Ian then talk through some of the UK company announcements that have caught their eye – dual-listed Wise (WISE), Anpario (ANP), Ashtead Technology (AT.), DFS (DFS), Currys (CURY), JD Wetherspoon (JDW), Gear4Music (G4M), Experian (EXPN), and why the latter will interest Finsbury Growth & Income…

Netflix’ (NFLX) stock surge has come to a shuddering halt in recent months. Investors are rightly wondering if the party is over. The streaming giant’s stock flopped overnight posting what many read as ‘soft’ financial guidance. But while soft guidance drags on stock, the Warner Bros Discovery’s (WBD) deal could be a catalyst for changing investor sentiment. The stock is set to post a near-7% slump when Wall Street reopens later today. At $81.40, it would mark a 39% slump since June. Reported numbers and guidance Netflix announced Q4 2025 diluted EPS of $0.56 on $12.05 billion revenue, just beating analyst estimates…

Forecast-beating financial performance is sparking a dramatic revival for Volex (VLX). Shares in the AIM-listed power cables designer jumped more than 7% on Wednesday, hitting 438.5p, their highest since late 2021. ‘The strong momentum, and good visibility through to the financial year-end provides the board with confidence in delivering full year revenue ahead of current market consensus’, the company said in a statement. Volex (VLX)Price: 440pMarket cap: £875m Company compiled consensus revenue data is pitched at $1,152.3 million, from a range of $1,145.1 million to $1,167.4 million. Average underlying operating profit forecast is $112.7 million, with a range of $111.7…

Gold surged to new records, close to $4,900 an ounce, as pressure ramps up over escalating Greenland trade tensions. The safe-haven precious metal started 2025 below $3,000/oz, putting its gains at 70% in barely a year, an unprecedented rally. Gold spot prices are trading at $4,860 at 9am UK time, while gold futures have jumped almost 5% in a week. Tough session for US stocks While gold soars, Wall Street’s major equity indices took a battering overnight as investors run for cover, reigniting the ‘Sell America’ trade. Donald Trump has insisted there is ‘no going back’ on Greenland, citing security…

It’s been years in the making but Bango (BGO) might have finally found a model for long-run success. Shares in the £70 million direct carrier billing firm jumped close on 8% on Tuesday after reporting stronger operating performance in 2025. Flagging a strategic shift toward higher-margin, recurring subscription revenues and tighter cost control has clearly gone down well with investors. New DVM clients and markets ARR, or annual recurring revenue, rose 30% to $18.2 million, underpinned by nearly 60% growth in active subscriptions on its Digital Vending Machine platform. Net revenue retention was an impressive 117%, with zero client churn…

Investors can get very excited when companies beat expectations, and that’s certainly the case with Wise (WISE) today. Shares in the money transfers business stormed nearly 12% higher on Tuesday after trumping quarterly revenue forecasts. It also raised its profit margin outlook, driven by strong customer growth and higher transaction volumes. The London-listed fintech company reported underlying income of £424.4 million for Q3 of fiscal 2026, up 21% from £349.5 million a year earlier. That was a rough 3% outperformance of analyst consensus of £412 million. Margins scaling faster Wise upgraded its underlying pre-tax profit margin guidance to the high end of…