WPM.TO posts record Q1 revenue and a $4.3B deal; EPS up 113% YoY, all 16 analysts Buy
#Wheaton Precious Metals reported record Q1 2026 revenue with adjusted EPS of CA$1.34 — up 113% from CA$0.63 a year ago — and closed a $4.3B Antamina silver stream deal with BHP, the largest in company history.
#The stock rose 4.4% on May 8 and 3.1% on May 9 to CA$196.75; FY 2026 EPS consensus of CA$5.42 is 79% above FY 2025.
#All 16 covering analysts rate the stock Buy or Strong Buy (5 strong buy, 11 buy, zero hold or sell), an unusually clean sweep for a large-cap miner.
ICLN near 52-week high as clean energy ETF rallies 77% from trough
#The iShares Global Clean Energy ETF (ICLN) closed at $21.73 on May 11, up 2.0% on the day with volume of 9.84 million shares — 1.4x its 20-day average of 7.09 million.
#The ETF has rallied 77.4% from its 52-week low of $12.25, coinciding with energy security concerns linked to the Iran conflict, elevated oil prices, and AI-related power demand.
#ICLN pulled back 1.0% to $21.38 on May 12, confirming the prior session's strength as a genuine market move rather than a data artefact.
India IT stocks fall to 3-year lows as OpenAI venture revives AI disruption fears
#Wipro (WIPRO.NS) dropped 2.7% on May 12 to INR 190.73 — just 1.7% above its 52-week low of INR 187.54 — as the Nifty IT index fell 3.6% to its lowest level since May 2023.
#The decline follows a period of weak Q4 earnings and missed guidance from top-tier Indian IT firms in April, with the OpenAI announcement of a new AI venture on May 11 intensifying investor concerns about AI-driven disruption to traditional IT outsourcing.
#Zensar Technologies (ZENSARTECH.NS) fell 2.9% despite receiving 11 FY EPS upgrades vs just 1 cut in the same week, illustrating how sector-wide selling overrode individual stock fundamentals.
Zalando hits 52-week low despite 19 of 24 analysts rating it a buy
#Zalando (ZAL.DE) fell 6.2% on May 12 to €18.75 — a confirmed new 52-week low — on volume of 2.46 million shares, 1.55x its 20-day average of 1.59 million.
#The stock is now 42.4% below its 52-week high of €32.58, even though 19 of 24 covering analysts carry a Buy or Strong Buy rating with zero Sell ratings.
#Q1 results showed double-digit revenue growth and AI assistant uptake. Adjusted EBIT rose 38.7% YoY, though reported net income fell due to one-time restructuring costs from the About You integration, widening the gap between analyst optimism and market price action.
Yara FY EPS consensus up 15% in 30 days as Q1 EBITDA rises 40% amid supply shock
#Yara International (YAR.OL) FY 2026 EPS consensus has risen from NOK 61.06 to NOK 70.38 over 30 days — a 15.3% increase — coinciding with Q1 EBITDA gains of 40% and Q1 EPS rising 60% as Strait of Hormuz disruption tightened nitrogen fertilizer supply.
#The stock rose 2.1% on May 12 to NOK 535.60 and has delivered a 57.1% one-year total return; it sits 10.3% below its 52-week high of NOK 596.80.
#Current-quarter EPS consensus of NOK 24.48 is 160.9% above the year-ago figure — the highest current-quarter growth rate among all tickers with 5+ analysts in today's snapshot.
WSP Global gets 12 FY EPS upgrades with zero cuts after Q1 earnings rise 30%
#WSP Global (WSP.TO) received 12 FY EPS upgrades and zero cuts in the latest 7-day revision window, with all 14 covering analysts at Buy or Strong Buy and no Hold or Sell ratings.
#Q1 2026 revenue and profit rose ~30% YoY, with the company reporting a record order backlog; FY EPS consensus of CA$11.51 is 1.5% above seven days ago and 20.2% above the year-ago figure.
#The stock is 27.5% below its 52-week high of CA$291.43, trading at CA$211.28, suggesting the market has not yet fully priced in the earnings upgrade cycle.
WHC.AX FY EPS consensus jumps 31% in 7 days as the stock falls 4.4%
#Whitehaven Coal (WHC.AX) FY 2026 EPS consensus surged from A$0.299 to A$0.392 in just seven days — a 31.1% increase — and is up 40.0% over 30 days, signalling a rapid reassessment of coal price and margin assumptions.
#Despite the sharp upward revision, the stock fell 4.4% on May 12 to A$7.68 on volume of 4.9 million shares, as broader commodity sentiment weighed.
#The FY+1 EPS growth estimate of 65.3% far exceeds the benchmark index estimate of 15.8%, and the stock remains 21.6% below its 52-week high of A$9.80.
#The First Trust NASDAQ Clean Edge Smart Grid & Energy Storage ETF (GRID) closed at a 52-week high of $199.80 on May 11, up 1.8% on the day with volume of 1.03 million shares — 1.2x its 20-day average.
#GRID has gained 58.9% from its 52-week low of $125.72, driven by AI-related electricity demand and grid infrastructure investment; ICLN hit its own 52-week high the same session.
#The simultaneous 52-week highs across two distinct clean-energy ETFs on the same day points to a broad sector rotation rather than a single-stock or single-theme event.
Wickes (WIX.L) drops 7.7% to a new 52-week low with 0 upgrades and 2 analyst cuts
#Wickes Group (WIX.L), the UK home improvement retailer, fell 7.7% on May 12 to 184.1p — a confirmed new 52-week low — with volume of 867,222 shares and no identifiable news catalyst.
#Analysts logged 0 upgrades vs 2 cuts over the past 7 days, with FY EPS consensus edging down to £0.186 from £0.187; the stock is now 27.8% below its 52-week high of 255p.
#At 184p the stock trades at a 33.8% discount to the analyst fair value estimate of ~278p cited in recent coverage, deepening a valuation gap that has yet to attract buying support.