Top Insider-Owned European Growth Stocks to Watch in February 2026
February 4, 2026, 1:22 AM EST. European markets show cautious optimism amid geopolitical tensions. Growth stocks with high insider ownership reveal confidence from company insiders. Warimpex (WBAG:WXF) leads with 25.9% insider ownership and over 100% earnings growth. Other top picks include KebNi and CD Projekt with significant insider stakes and notable earnings growth. Transport Trade Services (TTS) faces near-term challenges but is expected to return to profitability, projecting annual revenue growth of 9.8%. Swedencare (publ) shows strong growth potential despite a low return on equity, with insider buying hinting at confidence. These companies represent key opportunities as the eurozone recovers modestly.
Equinor to Start $375 Million First Tranche of 2026 Share Buy-Back Program
February 4, 2026, 1:21 AM EST. Equinor ASA will begin the first tranche of its 2026 share buy-back programme on February 5, targeting up to USD 375 million. The tranche includes USD 123.75 million worth of shares purchased from the market, with the remainder redeemed from the Norwegian State, which holds a 67% ownership stake. The buy-back aims to reduce issued share capital by cancelling repurchased shares at the May 2026 annual general meeting. The full 2026 plan totals up to USD 1.5 billion, structured in tranches and subject to market conditions and board approval. The company set share price parameters between NOK 50 and NOK 1,000, with a maximum of 84 million shares authorized for repurchase. The programme reflects Equinor's disciplined capital management following its Q4 earnings announcement.
Australian Shares Gain as Amcor Posts Strong Q2 Earnings, Rio Tinto Hits Record High
February 4, 2026, 1:20 AM EST.Australian shares rose 0.8%, led by a surge in gold prices past $5,000 an ounce and a 4% gain in copper. The S&P/ASX 200 closed at 8,927.80. Despite a contraction in Australia's Industry Index and a drop in dwelling approvals, the Construction PMI moved into positive territory for the first time since mid-2023, signaling potential recovery. Amcor (ASX:AMC) reported a fiscal Q2 adjusted earnings increase to $0.86 per share, with net sales rising to $5.45 billion, pushing its shares up nearly 4%. Rio Tinto (ASX:RIO) shares climbed 4% to an all-time high after Glencore agreed to a potential sale of a 40% stake in key Congo mining assets to Orion Critical Mineral Consortium. Abacus Storage King (ASX:ASK) shares dipped 1% amid early talks with Abacus Group on internalizing management functions.
TETRA Technologies (TTI) Stock Price Trails Intrinsic Value Despite Strong Multi-Year Gains
February 4, 2026, 1:06 AM EST. TETRA Technologies (TTI) has delivered robust share price returns, including a 178.1% gain over the past year and 211.1% over three years. Despite this strong performance, a Discounted Cash Flow (DCF) analysis estimates the stock's intrinsic value at $41.44 per share, substantially higher than its recent closing price of $12.32. This implies the shares are trading at a roughly 70% discount to their estimated true worth, suggesting potential undervaluation. The company's Free Cash Flow is projected to increase, with estimates reaching $352.6 million by 2035. These findings come amid sustained investor interest in the energy sector and reinforce the need to consider both market sentiment and fundamental valuation measures when assessing TTI's stock.
Lean Hog Futures Rise Amid Higher USDA Prices and Slaughter Numbers
February 4, 2026, 1:05 AM EST. Lean hog futures extended gains on Tuesday, with front-month contracts up 80 cents to $1.60. USDA reported the national base hog price surged $4.05 to $86.27, while the pork carcass cutout value increased 35 cents to $96.05 per hundredweight. The CME Lean Hog Index dipped 7 cents to $85.71 as of January 30. Hog slaughter volumes climbed to 461,000 head, 35,000 more than last Monday but below last year's levels. Front-month futures records showed Feb contracts at $88.55, Apr at $98.23, and May at $101.98 per live pound. These price movements reflect ongoing supply and demand adjustments in the pork market, with some primal cuts such as loin and butt experiencing price drops.
Hewlett Packard Enterprise Shares Show Undervaluation Amid Mixed Returns
February 4, 2026, 1:04 AM EST. Hewlett Packard Enterprise (HPE) shares hover near $21.78, sparking debate on value after mixed market performance. The stock has a modest 0.8% gain over the past week but shows a 9.9% decline over 30 days, reflecting market uncertainty. Analysts highlight HPE's solid business execution and tech sector positioning. A Discounted Cash Flow (DCF) valuation reveals the stock is trading at a 35.5% discount to its intrinsic value of $33.79 per share, pointing to underappreciated potential. This undervaluation contrasts with HPE's 7.4% return over 12 months, lagging peers. Investors watch valuation metrics closely as they weigh risk and opportunity amid shifting market views on technology firms.
Caesars Entertainment Shares Are Significantly Undervalued Despite Prolonged Price Decline
February 4, 2026, 1:03 AM EST. Caesars Entertainment (CZR) share price closed at $20.56, down 12.7% year-to-date and 43.1% over the past year. Despite prolonged declines, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 65.9%, indicating an intrinsic value of around $60.31 per share. Caesars' free cash flow is forecasted to rise sharply to $1.1 billion by 2027, supporting this valuation. The market price appears pressured by concerns over operational management, capital structure, and investor sentiment toward U.S. consumer services. Using multiple valuation methods, Caesars scores 5 out of 6 on Simply Wall St's framework, signalling robust underlying value despite current market weakness. Investors are advised to consider these valuation insights amidst ongoing sector volatility.
Mizuho Financial Group Stock Seen 31% Undervalued Despite 5x Gain Over 5 Years
February 4, 2026, 12:50 AM EST. Mizuho Financial Group (TSE:8411) has surged nearly 5x in five years, with a 69.4% return over the past year and a current share price of ¥6,961. Despite strong recent gains, valuation analysis using the Excess Returns model shows the stock is 31.2% undervalued based on a calculated intrinsic value of ¥10,113.47 per share. The model factors in book value, average return on equity, and cost of equity, suggesting the market has not fully priced in Mizuho's future profit potential. Investors should consider that shifts in interest rates and credit conditions could impact large banks like Mizuho. The price-to-earnings (P/E) ratio remains a key metric to assess market expectations relative to profit generation.
Gokaldas Exports Rallies 43% in Two Days on India-US Trade Deal and Budget Boost
February 4, 2026, 12:49 AM EST. Gokaldas Exports shares surged over 18% on Wednesday, extending a 20% gain from Tuesday, totaling a 43% jump in two sessions. The sharp rally follows the India-US trade agreement reducing tariffs on Indian goods from 25% to 18%, benefiting textile exporters heavily reliant on the US market. Finance Minister Nirmala Sitharaman's announced Mega Textile Parks initiative in Budget 2026-27 added optimism, aiming to boost infrastructure and exports. Despite the positive price action, Gokaldas Exports reported a nearly 71% drop in Q3 net profit due to tariff impacts and supply chain issues. Other textile stocks showed mixed moves but gained on trade deal news, underlining renewed investor interest in the sector.
Live and Feeder Cattle Futures Rise on Tuesday Amid Mixed Beef Report
February 4, 2026, 12:48 AM EST.Live cattle futures climbed 55 to 70 cents by midday Tuesday, although cash trade remained unchanged since last week, closing at $212-213 in the South and $217-218 in the North. Feeder cattle futures surged $1.55 to $2.37, boosted by a USDA auction showing steers and heifers up $5-10 and $5-13 respectively. The CME Feeder Cattle Index increased $3.83 to $293.71 on April 25. The USDA's National Wholesale Boxed Beef report was mixed, with Choice beef prices rising $3.42 to $346.19 per hundredweight, while Select fell 31 cents. Federally inspected cattle slaughter numbers were slightly down compared with last week and last year. Traders continue to monitor these indicators for market trends.
Lemonade (LMND) Shares Rally Amidst Analyst Valuation Discrepancy
February 4, 2026, 12:47 AM EST. Lemonade (LMND) has gained 2.63% in a day, reversing a 5.77% drop over the previous week. Its 1-year total shareholder return stands at 143.28%, fueled by momentum despite short-term volatility. Trading at $82.69, the stock exceeds the consensus analyst fair value estimate of $67.11, suggesting it may be overvalued. Analysts' price targets vary widely from $31 to $60, reflecting uncertainty over future earnings and margins. Growth expectations hinge on rapid revenue expansion and improved profitability, potentially supported by AI-driven underwriting and geographic diversification. Investors are advised to consider both risks and opportunities in Lemonade's outlook amid this mixed forecast environment.
Sugar Prices Rise as Dollar Weakness Triggers Short Covering
February 4, 2026, 12:37 AM EST. Sugar prices surged on Tuesday, with March NY world sugar up 2.59% and March London ICE white sugar rising 3.06%, driven by a weaker U.S. dollar sparking short covering in sugar futures. Recent lows were seen last week amid forecasts of global sugar surpluses, including estimates from Green Pool and StoneX projecting surpluses of around 2.7-2.9 million metric tons for 2025/26. Brazil's sugar output is expected to rise, as reported by Unica and Conab, reinforcing bearish pressure. India's production is also up sharply, with the India Sugar Mill Association raising their estimates and possibly increasing exports. Despite bearish forecasts due to global surpluses and strong production, some supply reductions are expected in Brazil for 2026/27, offering potential price support.
Coffee Prices Drop as Brazil Rains Boost Crop Outlook
February 4, 2026, 12:36 AM EST. Coffee prices plunged sharply Tuesday, with March arabica falling 4.85% to a 5.5-month low and robusta down 5.44% to a 6-week low. Forecasts of steady, above-average rains in Brazil's key Minas Gerais region eased drought concerns, pressuring prices. Brazil's crop agency Conab raised its 2025 production estimate by 2.4% to 56.54 million bags, signaling ample supply. Vietnam, the largest robusta coffee producer, reported a 17.5% surge in 2025 exports and projects a 6% production rise, adding to bearish pressure. ICE coffee inventory recoveries also weighed on markets. While shrinking Brazilian exports in December hint at tighter supplies, the International Coffee Organization noted a 0.3% year-on-year dip in global exports. USDA forecasts a 2% global production increase in 2025/26, with arabica output expected to decline 4.7%, underscoring market complexity.
Cocoa Prices Rise as Ivory Coast Delivery Slowdown Spurs Futures Rally
February 4, 2026, 12:35 AM EST.Cocoa prices climbed sharply with March ICE NY cocoa futures up 2.14%, and London counterparts rose 3.04% on Tuesday. The rise follows a slowdown in cocoa shipments from Ivory Coast, the world's largest producer, where deliveries from farmers dropped 4.7% year-on-year to 1.23 million metric tonnes this season. Despite the boost, global cocoa markets face pressure from a forecasted surplus and weak demand. StoneX projects a global supply surplus of 287,000 MT in 2025/26. Major chocolate maker Barry Callebaut reported a 22% drop in cocoa sales volume amid high chocolate prices. European and Asian cocoa processing also declined noticeably last quarter, highlighting sluggish end-user demand. At the same time, favorable growing conditions in West Africa suggest a potential harvest increase, creating tension between supply concerns and demand weaknesses.
Asian software stocks fall sharply following U.S. AI disruption concerns
February 4, 2026, 12:34 AM EST. Asian software shares dropped sharply Wednesday, led by Japanese firms like TIS (-15%), Trend Micro (-8%), and NS Solutions (-7%). Indian IT majors Tata Consultancy Services (-5.8%) and Infosys (-6.2%) also declined as fears of AI-driven disruption spread from Wall Street to Asia. China's Kingdee plunged over 15%, Tencent fell 3.27%, with Alibaba and Baidu also down. The sell-off followed U.S. tech declines, where ServiceNow and Salesforce tumbled nearly 7% amid concerns AI may automate workflows, squeeze pricing, and invite new competitors. Investors remain skeptical about AI's growth potential versus its competitive threat. Experts suggest infrastructure software and cybersecurity sectors may provide more resilient opportunities as AI advances reshape the industry.
Regulatory Filings and Market Data Sources Overview
February 4, 2026, 12:33 AM EST. This report outlines the sources of market and reference data including ICE Data Services and FactSet, providing essential financial information for investors. It highlights the copyrights held by FactSet Research Systems and the American Bankers Association, emphasizing the proprietary nature of CUSIP data used to identify securities. Additionally, it mentions SEC filings accessed via Quartr and market insights powered by TradingView. These resources collectively support transparent and informed financial decision-making.
Indian Stock Market Gains on Fresh Foreign Fund Inflows, India-U.S. Trade Deal
February 4, 2026, 12:32 AM EST. India's benchmark indices, Sensex and Nifty, opened higher on February 4, 2026, buoyed by fresh foreign fund inflows and optimism from a new India-U.S. trade framework. The 30-share Sensex rose 68.49 points to 83,816.96, and the 50-share Nifty added 51.90 points to 25,779.45. The trade deal includes a significant U.S. tariff reduction on Indian goods, from 50% to 18%, boosting investor sentiment. However, IT stocks such as Infosys and TCS fell up to 5%, dragging the IT index down nearly 5%, limiting overall gains. Foreign institutional investors purchased equities worth ₹5,236 crore on February 3. Market watchers caution that IT sector weakness may constrain sustained rally momentum despite positive trade developments.
Dollar Decline Triggers Sugar Futures Rally Amid Mixed Crop Outlook
February 4, 2026, 12:26 AM EST.Sugar futures rose in New York and London after the U.S. dollar hit a six-month low, prompting short-covering. Early drops pushed sugar prices to multi-year lows due to expectations of a strong Indian monsoon boosting sugar output. India's monsoon rainfall is 6% above average, potentially increasing sugar supply. Meanwhile, the Brazilian real weakened to a 3-year low, encouraging exports from Brazil, the world's top sugar exporter. India holds 2023/24 sugar reserves at 9.1 million metric tons (MMT) with a 3.6 MMT surplus but maintains export restrictions. Brazilian sugar output rose sharply last year but may face a modest increase in 2024/25. Record heat in Thailand threatens sugarcane yields, tightening supplies and adding bullish pressure on prices.
Soybean Prices Climb on Strong Soy Oil Demand, USDA Reports Crush Growth
February 4, 2026, 12:25 AM EST. Soybeans gained 6 to 8 cents midday, led by a 125-point rise in soy oil futures, following Treasury guidance on the 45Z tax credit that eased some market uncertainty. USDA reported December crush at 229.84 million bushels, below expectations but 5.59% higher than last year, with marketing year crush up 7.43%. The EU's soybean imports dropped 1.33 million metric tons year-over-year. March soybeans traded at $10.68, rising 7.75 cents, while cash prices climbed 6.75 cents amid the supportive crush data. Soymeal futures, however, fell $2.30.
Top Asian Dividend Stocks to Watch Amid Market Uncertainty
February 4, 2026, 12:24 AM EST. Investors eye Asian dividend stocks amid mixed economic signals and volatile markets. Key picks include Wuliangye Yibin Ltd with a 5.36% dividend yield, Torigoe at 4.18%, and HUAYU Automotive Systems yielding 4.26%. Hyundai Elevator Co., in South Korea, offers a 4.1% yield but shows payout volatility despite positive earnings growth. Japan's Komori Corporation, with a 4.08% yield, reported rising net income but inconsistent dividend increases. These stocks exhibit resilience and steady payouts, making them potential options for portfolios seeking stable income streams in uncertain times.
First Majestic Silver Stock Shows 242% One-Year Gain, Slightly Undervalued at C$30.08
February 4, 2026, 12:23 AM EST. First Majestic Silver (TSX:AG) has surged 242% over the past year despite a recent 13.9% pullback, closing at C$30.08. The silver miner's shares gained 36.4% last month amid rising interest in precious metals amid market shifts. A discounted cash flow (DCF) model estimates the stock's intrinsic value at C$32.13, indicating it is just 6.4% undervalued-suggesting fair value rather than a deep bargain. Its free cash flow reached $116.63 million over 12 months, with projections reaching $676.10 million by 2035. Investor focus on valuation measures like price-to-sales ratios underscores the importance of revenue relative to market price in volatile commodity environments. First Majestic's valuation scores 3 out of 6, reflecting a mix of growth potential and sector risks.
ING Groep's Shares Surge 74% in a Year But Valuation Still Appears Attractive
February 4, 2026, 12:22 AM EST. ING Groep's stock has soared 74% over the past year, closing recently at €26.13. Despite the sharp increase, an Excess Returns model-which evaluates profits above shareholders' required returns-values ING shares at around €52.59, suggesting the stock remains 50% undervalued. The company's Return on Equity averages 14.12%, while the cost of equity is notably lower, supporting strong intrinsic value estimates. Market attention centers on how interest rates, capital policies, and regulations influence European banks, including ING. A mixed 3 out of 6 valuation score reflects some metrics indicating undervaluation and others more fully priced. Investors weighing ING's current price can consider discounted cash flow and price-to-earnings ratios alongside broader industry trends for a clearer view of risks and opportunities.
Broadcom Stock Pullback Raises Valuation Questions After Strong Gains
February 4, 2026, 12:21 AM EST. Broadcom (AVGO) shares fell 7.9% last month amid a 45.3% one-year gain. A discounted cash flow (DCF) analysis values the stock at $288.48 versus a $320.33 share price, suggesting an 11% overvaluation. Broadcom trades at a price-to-earnings (P/E) ratio of 65.67, above the semiconductor sector average of 42.19 and peer average of 59.52. The high valuation reflects investor expectations of strong growth but raises caution after the recent pullback. Analysts use DCF to estimate intrinsic value by projecting future cash flows. Investors are advised to weigh these valuation indicators against Broadcom's multi-year performance and tech sector role before reassessing positions.
FedEx Launches AI-Powered Tools to Boost Post Purchase Services as Shares Surpass Targets
February 4, 2026, 12:20 AM EST.FedEx (NYSE:FDX) has unveiled new AI-driven post purchase services, FedEx Tracking+ and FedEx Returns+, enhancing digital tracking and returns management globally. CEO Raj Subramaniam emphasized a broader AI rollout while maintaining caution on robotics and drones. The stock trades at $353.43, approximately 12% above the $315.82 analyst target, supported by a 20.6% gain over the past month. These tools aim to strengthen FedEx's position in e-commerce logistics by deepening relationships with shippers and customers through data and automation. Investors should monitor technology adoption rates, potential revenue from post purchase services, and balance sheet impacts amid high debt. FedEx's execution on AI initiatives will be crucial to its competitive edge in shipping volumes and digital logistics services moving forward.
Natural Gas Prices Rise Amid Mixed US Weather Forecast and Production Outlook
February 4, 2026, 12:19 AM EST. March Nymex natural gas prices rose 2.29% on Tuesday, rebounding after a sharp 25% drop on Monday. The Commodity Weather Group forecasts above-normal temperatures in the Midwest and South, but colder conditions in the mid-Atlantic and Northeast sustain heating demand. Last week's cold snap caused production disruptions, removing about 15% of U.S. natural gas supply. U.S. dry gas production stood at 110.5 billion cubic feet per day (bcf/d), while demand rose 26.7% year-on-year, according to BNEF. The Energy Information Administration (EIA) trimmed its 2026 production forecast to 107.4 bcf/d, supporting price gains. Despite supply pressures, inventories remain 9.8% above last year's level and 5.3% above the 5-year average. Active U.S. natural gas rigs slightly increased to 125, nearing a 2.25-year high. Overall, mixed weather and tight production outlook keep gas prices elevated.
Live Cattle Futures Rise Amid Steady Cash Trade and Auction Gains
February 4, 2026, 12:18 AM EST. Live cattle futures rose between $2.10 and $2.40 on Tuesday, following last week's cash trade settled at $238-$240 live and $375-$378 dressed. Feeder cattle futures also gained $1.57 to $2.05, with the CME Feeder Cattle Index up $3.82 to $374.41. Monday's Oklahoma City feeder cattle auction saw 2,624 head sold, with prices up $4-$12 for feeder steers and $3-$8 for heifers, while calves held steady. USDA reported federally inspected cattle slaughter at 115,000 head Tuesday, slightly higher than last week but below last year's levels. Wholesale boxed beef prices mixed; Choice boxes rose $2.50 to $370.71, Select up $2.32 to $367.23. A new screwworm case was found in an imported horse under quarantine.
Lean Hog Futures Rise Amid Strong USDA Reports
February 4, 2026, 12:17 AM EST. Lean hog futures extended gains on Tuesday, with front-month contracts up by as much as $1.53. The USDA's national base hog price jumped $4.15 to $86.37, while the CME Lean Hog Index slightly declined to $85.71. Pork carcass cutout values increased $1.67 to $97.37 per hundredweight, driven by rib and belly primals, which rose $5.06 and $15.32 respectively. Hog slaughter volumes reached 487,000 head on Tuesday, marking a weekly total above last week's but below the previous year's level. Futures closed at $88.55 for February, $98.15 for April, and $101.93 for May contracts, reflecting growing demand amid tightening supply. These movements are key indicators for market participants assessing pork supply and pricing trends.
Seven IPOs to Raise Rs 14,000 Crore by February End Despite Market Lull
February 4, 2026, 12:07 AM EST.Seven IPOs are expected to raise about Rs 14,000 crore by the end of February, signaling renewed activity in India's primary market despite a muted start to 2026. Fractal Analytics and Aye Finance will open their public offers on February 9, targeting Rs 2,834 crore and Rs 1,000 crore, respectively. Indo MIM plans the largest issue at Rs 5,500 crore, followed by Clean Max Enviro Energy Solutions with Rs 3,600 crore. Other planned IPOs include Gaja Alternative Asset Management, Skyways Air Services, and PNGS Reva Diamond. Market participants note easing trade uncertainties may boost risk appetite after a subdued January. This contrasts with 2025's record IPO fundraising of Rs 1.76 trillion, highlighting cautious investor sentiment amid ongoing equity market volatility.
Indian IT Stocks Plunge 6% Amid Global AI Competition Fears
February 4, 2026, 12:05 AM EST. Indian IT stocks, including Infosys, LTIMindtree, and TCS, plunged over 6% early on February 4, dragging the Nifty IT index down by the same margin amid a global tech selloff. Shares fell due to fears that artificial intelligence (AI) advancements, notably Anthropic's new AI legal tool for its Claude chatbot, are intensifying competition in the sector. This development rattled investors, concerned about AI disrupting traditional software and professional services industries. Global tech giants Nvidia, Microsoft, Alphabet, Amazon, Salesforce, and Adobe also saw declines on Wall Street, while the Nasdaq and Dow Jones indices dropped. Analysts from Morgan Stanley noted increasing competitive pressures as a negative factor for IT stocks.
Cotton Futures Decline Amid Weakness in Crude Oil and US Dollar
February 4, 2026, 12:03 AM EST. Cotton futures fell 14 to 16 points across key contracts on Tuesday, tracking declines in crude oil prices, which dropped $0.94 to $63.08 per barrel. The US dollar index eased 0.222 points to 97.270, adding downward pressure. Data from The Seam's online auction showed cotton sales at 56.99 cents per pound for 8,955 bales, while the Cotlook A Index dropped another 15 points to 73.80 cents on January 30. ICE-certified cotton stocks edged higher by 2 bales to 34,228. The Adjusted World Price was last updated to 50.23 cents per pound. Market watchers cite these shifts as part of broader commodity softness, impacting cotton futures across March, May, and July contracts.
Global Volatility Hits Indian Markets as Middle East Tensions Escalate, IT Stocks Slide
February 4, 2026, 12:01 AM EST. Indian stock markets opened lower on Wednesday amid rising global volatility triggered by renewed Middle East tensions and sharp declines in U.S. technology stocks. The Nifty 50 index fell 0.20%, and the BSE Sensex dropped 0.58%, reflecting cautious investor sentiment. The U.S. shootdown of an Iranian drone near a carrier in the Persian Gulf spurred a nearly 2% rise in Brent crude oil prices amid supply disruption fears. Technology shares were under pressure globally due to fears around Anthropic's new automation tool and a weak revenue forecast from chipmaker AMD, signaling potential demand slowdown for AI chips. While export-oriented sectors like pharmaceuticals and textiles show resilience, the Nifty IT index plunged 3.75%. Gold prices jumped 3%, highlighting safe-haven buying amid geopolitical uncertainty.
