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Aurubis (XTRA:NDA) has wrapped up FY 2025 with fourth quarter revenue of €4.4 billion alongside EPS of €1.04, setting the tone for a year where profit margins stayed under pressure but remained positive. Over the past six quarters, the company has seen revenue move from €4.2 billion in Q4 2024 to a range between roughly €4.2 billion and €5.0 billion per quarter, while quarterly EPS has swung between €1.04 and €5.87, highlighting how sensitive earnings are to underlying margin shifts. With...

MasTec recently reported solid quarterly results, continuing a multi-year run of strong performance that has helped it outperform broader market benchmarks. At the same time, analysts are increasingly focused on MasTec’s thin gross and operating margins and a weakening free cash flow margin, raising questions about how sustainable its capital-intensive growth model may be. We’ll now examine how these robust results but lingering margin concerns affect MasTec’s investment narrative built...

Xenon Pharmaceuticals (XENE) has quietly outperformed the market over the past month, climbing about 15% even as many biotech peers tread water and putting its late stage epilepsy pipeline back in focus for investors. See our latest analysis for Xenon Pharmaceuticals. Zooming out, the stock’s 30 day share price return of about 15% and solid 90 day share price gain suggest momentum is rebuilding after a more muted 4.42% one year total shareholder return. If Xenon’s move has you rethinking your...

Atai Beckley (ATAI) has quietly turned heads with a sharp year to date rebound, even as recent month and past 3 months returns cooled. Investors are asking whether this reset offers a fresh entry point. See our latest analysis for Atai Beckley. The latest 1 day share price return of 8.37 percent and 7 day gain of 17.33 percent come after a choppy stretch, with a 30 day share price return of negative 16.67 percent and a still impressive 175 percent year to date share price return, alongside a...

Recently, RentGuarantor announced a partnership allowing 12 Jones Lang LaSalle offices in London to offer tenants in JLL-managed properties access to professional rent guarantees, while JLL was also selected to provide comprehensive facility maintenance services for JFK Airport’s New Terminal One, part of a US$19.00 billion redevelopment. Together with leadership appointments in finance and research, these wins highlight JLL’s push into higher-value, recurring services across aviation...

Walmart (WMT) just posted its Q3 2026 numbers, with revenue of about $179.5 billion and net income of roughly $6.1 billion translating to EPS of $0.77 as investors focus on how these figures feed into the retailer’s earnings momentum story. The company has seen revenue move from around $169.6 billion in Q3 2025 to $179.5 billion in Q3 2026, while trailing twelve month net income climbed from about $19.4 billion to $22.9 billion. This sets the stage for investors to parse how sustained...

CBRE Group (CBRE) is back in the spotlight after Barclays initiated coverage with an Overweight rating, just as the company doubles down on strategic growth through its Pearce Services acquisition and fresh debt financing. See our latest analysis for CBRE Group. Despite a softer 1 day and recent 7 day share price return, CBRE’s roughly 24 percent year to date share price gain and triple digit multi year total shareholder returns suggest momentum is still very much intact as these strategic...

If you are wondering whether Ares Management is still worth buying after its big multi year run, or if the easy money has already been made, this breakdown will help you consider whether the current price still stacks up to the fundamentals. The stock just closed at $163.07, up 5.5% over the last week and 6.6% over the last month, even though it is still down 8.8% year to date and 5.5% over the past year after a 153.6% 3 year and 291.3% 5 year rally. Behind those moves, investors have been...

Ecolab (ECL) shares have been quietly recalibrating after a choppy few weeks, and that drift gives us a cleaner look at what you are really paying for in this steady compounder. See our latest analysis for Ecolab. At around $264 per share, Ecolab has given investors a solid year to date with a mid teens share price return, while the more modest 1 year total shareholder return hints that momentum has cooled a little after a strong multi year run. If Ecolab’s steady compounding appeals to you,...

Gorilla Technology Group (GRRR) just kicked off a new chapter for its SPAC-era investors by issuing a CVR Payment Notice that lets qualifying CVR holders claim forfeited ordinary shares now reclassified as Price Protection Shares. See our latest analysis for Gorilla Technology Group. The CVR announcement lands after a volatile spell for Gorilla, with a 10.8% 1 day share price return and 19.3% 7 day share price return contrasting sharply with a weak year to date share price return. At the same...

AnaptysBio (ANAB) just turned its long running Jemperli partnership with Tesaro and GSK into a full blown legal battle, and that tug of war over royalties and rights is exactly what the stock is now trading on. See our latest analysis for AnaptysBio. The lawsuit has lit a fire under the stock, with a 1 month share price return of 24.64% and a year to date share price return of 224.10%, signaling powerful, litigation driven momentum, even though the 1 year total shareholder return of 83.01%...

Nutanix (NTNX) just delivered a classic mixed quarter, hitting earnings but falling short on revenue and trimming its full year outlook, and that combination has clearly pressured sentiment around the stock. See our latest analysis for Nutanix. The stock is clearly feeling that tension, with a roughly 32 percent 1 month share price return decline and the latest earnings driven reset weighing on what had been a solid multi year total shareholder return profile. If this quarter has you...

In early December 2025, Emerson and Armexa announced a collaboration to provide DeltaV automation platform users with a global suite of operational technology cybersecurity services, including assessments, network intrusion detection deployments, and OT security for capital projects aligned with ISA/IEC 62443 standards. This move highlights how Emerson is broadening its automation offering into lifecycle OT cybersecurity, aiming to simplify vendor management and strengthen resilience for...

If you have been wondering whether Novo Nordisk is starting to look like a bargain after its big run in recent years, you are not alone. This breakdown is designed to cut through the noise. Despite falling 55.0% over the last year and 45.2% year to date, the stock is still up a solid 47.2% over five years. This tells us the market has been rapidly reassessing both its growth potential and risk profile. Recent headlines have focused on Novo Nordisk's continued dominance in diabetes and...

EPAM Systems was recently named the winner of the 2025 AWS Global Innovation Partner of the Year Award, recognizing its leadership in delivering innovative consulting, professional, managed and value-added services on Amazon Web Services. This recognition highlights EPAM’s AI-enabled cloud offerings, including its EPAM AI/RUN™ for AWS Migration and Modernization platform, underscoring its role in complex, AI-driven transformation projects. Next, we’ll explore how this AWS Global Innovation...

Wondering if CenterPoint Energy at around $38.54 is still worth buying after its strong run, or if most of the upside is already priced in? You are in the right place if you are trying to separate solid value from simple momentum. The stock is down about 3.5% over the last week and roughly flat over the past month, but it is still up 22.4% year to date and 23.4% over the last year, with a 5 year gain of just over 100.2%. That mix of near term softness and long term strength is exactly what...

Investor chatter around Vital Farms (VITL) has picked up as coverage of its lower P/E ratio versus peers intensifies. This has prompted a closer look at whether the recent share pullback signals opportunity or slower growth ahead. See our latest analysis for Vital Farms. Despite the recent pullback, with a 30 day share price return of minus 15.8 percent and a year to date share price return of minus 19 percent, Vital Farms still boasts a strong three year total shareholder return of about 99...

On 2 December 2025, Amprius Technologies announced that Nokia selected its SiCore® cells to power Nokia’s next-generation drone-in-a-box systems after extensive qualification and testing, citing the batteries’ endurance, power delivery, and safety performance for high-reliability UAV operations. The integration of Amprius’ lightweight, high energy density cells into Nokia Drone Networks highlights the company’s growing role as an enabler of advanced industrial drones carrying demanding...

Celsius Holdings recently reported a past quarter with very large year-on-year revenue growth to record sales of US$721 million, expanding its energy drink market share at home and abroad through PepsiCo-backed distribution and new entries into markets such as the U.K., France, Australia and New Zealand. At the same time, the acquisitions of Alani Nu and Rockstar have increased integration complexity and costs, raising questions about whether the company can protect margins while absorbing...

If you are wondering whether VICI Properties is a bargain or a value trap at around $28 a share, you are not alone. This breakdown will help you decide whether it still deserves a spot in a long term portfolio. The stock is down 2.8% over the last week, 7.2% over the past month, and 3.4% year to date, but it is still up 41.2% over five years, which may suggest that recent weakness is more about shifting sentiment than a broken long term story. Recent headlines have focused on VICI expanding...

Wondering if Iron Mountain is still worth digging into after its big run over the past few years, or if the value story has already played out? Here is a breakdown of whether the current price really matches the long term fundamentals. After a 249.9% gain over 5 years and 73.3% over 3 years, the stock has cooled off with a 17.7% drop over the last 30 days and is now down 18.8% year to date and 25.9% over the past year, including a 1.4% decline in just the last week. That pullback has come as...

Dutch Bros (BROS) has been getting fresh attention after a strong third quarter, with higher same shop sales, upbeat 2025 guidance, and growing momentum from its Order Ahead app and store expansion. See our latest analysis for Dutch Bros. Those upbeat numbers and steady shop openings have helped Dutch Bros regain some ground, with an 8.1% year to date share price return and a punchy 87.4% three year total shareholder return suggesting momentum is building again. If this kind of growth story...

Illinois Tool Works (ITW) just posted mixed third quarter 2025 results, and the stock reaction captures that tension. Revenue inched up around 2%, but headline earnings fell sharply even as adjusted profit surprised to the upside. See our latest analysis for Illinois Tool Works. At around $249.38 per share, Illinois Tool Works has slipped on a 1 day share price return while its 1 year total shareholder return is in negative territory, suggesting momentum has cooled even though the 3 year...

Ducommun recently amended its credit agreement, securing a five-year US$200 million senior secured term loan and a five-year US$450 million senior secured revolving credit facility maturing in November 2030. The expanded liquidity, backed by substantially all company and guarantor assets and governed by leverage and interest coverage covenants, reshapes Ducommun’s financial flexibility for working capital, refinancing, and potential acquisitions. We’ll now examine how Ducommun’s larger,...