NYSE:SN
NYSE:SNConsumer Durables

Is SharkNinja's (SN) New AI Partnership With Boston University Transforming Its Innovation-Led Investment Story?

SharkNinja and the Questrom Consulting Lab at Boston University's Questrom School of Business recently announced a partnership to launch the SharkNinja AI & Analytics Lab, combining advanced analytics expertise with consumer product innovation. This collaboration is expected to bridge academic research and real-world business needs, positioning SharkNinja to accelerate its adoption of artificial intelligence and data-driven product development. We'll assess how this new investment in AI and...
NYSE:NGVT
NYSE:NGVTChemicals

Ingevity (NGVT): Assessing Valuation After Expanded Carbon Nanotube Deal with CHASM for Battery Growth

Ingevity (NGVT) has expanded its collaboration with CHASM by signing a license to manufacture advanced carbon nanotube additives. This agreement opens new opportunities in battery materials across North America and select European regions. See our latest analysis for Ingevity. Ingevity’s shares have rebounded sharply since the start of the year, with a 25.3% year-to-date share price return reflecting optimism around its battery additives expansion and a renewed appetite for materials stocks...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Mattel (MAT): Exploring Valuation After Recent Share Price Gains

Mattel (MAT) shares have shown steady movement in recent sessions, with investors keeping a close eye on the stock's performance in light of recent market activity. The company's year-to-date return has reached 12%, which reflects growing interest in its fundamentals. See our latest analysis for Mattel. Mattel’s share price has picked up noticeable momentum lately, surging 4.4% in just the past day and gaining 7.5% over the last month. Its year-to-date price return of nearly 12% adds to a...
NYSE:CNMD
NYSE:CNMDMedical Equipment

A Fresh Look at CONMED (CNMD) Valuation as Analyst Sentiment Turns Positive

Wall Street analysts have recently raised their earnings forecasts for CONMED (CNMD), which has led to increased optimism about the company’s future. After significant selling, the stock is now considered oversold, sparking discussions of a potential rebound. See our latest analysis for CONMED. After a challenging year marked by a -36.48% year-to-date share price return and a -42.10% total shareholder return over the past twelve months, CONMED's recent 5.29% one-day share price rally hints at...
NasdaqGS:OS
NasdaqGS:OSSoftware

Could OneStream’s (OS) Microsoft Alliance Reveal Its True Competitive Moat in Enterprise Finance AI?

At Microsoft Ignite 2025, OneStream announced it has entered a strategic alliance with Microsoft to deeply integrate its SensibleAI Agents across Microsoft 365, Teams, Excel, Copilot, and Azure, aiming to deliver advanced real-time analysis, forecasting, and automation capabilities for enterprise finance teams within familiar Microsoft applications. This collaboration both expands OneStream's access to Microsoft's global platform and ecosystem and positions its AI-powered finance solutions...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Valuation Spotlight as VMware Cloud Partnership Signals Next Phase of Growth

NEC (TSE:6701) is expanding its partnership with Broadcom to implement VMware Cloud Foundation in its own IT systems. This move sets the stage for enhanced private cloud services and deeper digital transformation capabilities. See our latest analysis for NEC. NEC’s latest move with Broadcom to modernize its cloud services is part of a broader digital transformation push that has also seen it support KDDI’s operational upgrades and engage investors at its recent Analyst Day. Momentum is...