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In November, GQG Partners reported ongoing net outflows across its equity strategies, yet total funds under management still edged up to US$166.1 billion, supported in part by portfolio moves such as reducing its stake in JSW Energy. The firm’s public scepticism about artificial intelligence, including a whitepaper questioning OpenAI’s business model, highlights an investment stance that increasingly contrasts with prevailing market enthusiasm for AI-related themes. We’ll now examine how...

Wells Fargo (WFC) just cut its prime lending rate to 6.75% and outlined fresh job cuts tied to new AI driven efficiency plans, moves that speak directly to its earnings power and stock valuation. See our latest analysis for Wells Fargo. Those moves land against a backdrop of strong momentum, with the share price at $92.76 and a year to date share price return above 30 percent. The five year total shareholder return above 250 percent shows how much sentiment has already swung in Wells Fargo’s...

BNP Paribas (ENXTPA:BNP) has quietly pushed higher this month, adding around 13% over the past month even after a small dip today, so it is a good moment to revisit the story. See our latest analysis for BNP Paribas. That recent 12.7% one month share price return has helped cement BNP Paribas’s strong year to date share price gain. A 1 year total shareholder return of roughly 46% suggests momentum is still very much intact rather than fading. If BNP’s run has you thinking about what else...

NICE (TASE:NICE) has been under pressure lately, with the share price sliding about 13% over the past month and roughly 25% in the past 3 months, despite steady revenue and earnings growth. See our latest analysis for NICE. That slump sits against a much rougher backdrop, with the share price down sharply on a year to date basis and multi year total shareholder returns also deep in negative territory. This suggests sentiment has flipped from confident growth to heightened risk worries. If...

If you are wondering whether Sterling Infrastructure is still a smart buy after its massive run up, or if most of the upside has already been priced in, this breakdown will help you evaluate whether the current share price still makes sense. Even after a slight pullback of 3.1% over the last week and 3.5% over the last month, the stock is still up an eye catching 87.9% year to date and 916.3% over three years. That naturally raises the question of whether the market is now too...

Wondering if LVMH Moët Hennessy - Louis Vuitton Société Européenne is still a luxury icon at a fair price, or if the market is quietly overpaying, you are not alone, and that is exactly what we are going to unpack. The share price has been treading water recently, down around 0.6% over the last week, 3.5% over the past month, and roughly flat at 0.1% over the last year, even though it is still up a solid 36.4% over five years. These muted near term returns come as investors digest a mix of...

If you are wondering whether Vår Energi is quietly offering value while many investors chase the latest market darlings, this article will walk through what the numbers are really saying about the stock. The share price has slipped recently, down 0.1% over the last week, 7.7% over the last month, and 13.7% year to date, but it is still up 8.1% over the past year and 47.8% over three years. This combination may point to a longer term story behind the recent weakness. Recent headlines have...

Atlassian Corporation recently announced that its core cloud apps, Jira, Confluence, and Jira Service Management, are now publicly listed on AWS Marketplace, giving organizations in more than 150 countries access via streamlined, multi-currency procurement. This move deepens Atlassian’s multi-year collaboration with AWS, potentially accelerating Data Center-to-cloud migrations by pairing Atlassian’s AI-enabled tools with AWS’s procurement, integration, and performance advantages. We’ll now...

Mitek Systems (MITK) closed out FY 2025 with Q4 revenue of about $44.8 million, basic EPS of roughly $0.04, and net income of $1.9 million, capping a year in which trailing EPS climbed 168.3% year over year and net margin stepped up from 1.9% to 4.9% on a $179.7 million revenue base. The company has seen quarterly revenue move from $43.2 million and EPS of about $0.19 in Q4 2024 to a $51.9 million revenue high and EPS of roughly $0.20 in Q2 2025 before easing back in Q3 and Q4. This sets up a...

Earlier this week, The Walt Disney Company announced a three-year agreement to invest US$1.00 billion in OpenAI and license more than 200 Disney, Marvel, Pixar, and Star Wars characters for use on the Sora and ChatGPT Images generative AI platforms, with fan-created videos set to appear on Disney+ from early 2026. The deal highlights a shift in how Disney monetizes its intellectual property, tightly controlling AI use while turning fan-generated content into a new, licensed engagement...

If you are wondering whether Trade Desk is a beaten down bargain or a value trap at current levels, this article will walk through what the numbers actually say so you can decide with more confidence. The stock has slid sharply, with shares down about 8.5% over the last week, 16.3% over the past month, and 68.9% year to date, which has dramatically reset expectations and risk perception around the name. Recently, the market has been digesting a mix of macro headwinds in digital advertising...

Keppel’s restructuring moves put cash flow and investor sentiment in focus Keppel (SGX:BN4) has been actively reshaping its portfolio through targeted asset disposals and acquisitions, a restructuring push that is tightening up cash flow and helping underpin the market’s growing confidence in its next phase of growth. See our latest analysis for Keppel. That restructuring story is showing up in the price too, with Keppel’s share price at SGD 10.22 after a strong 90 day share price return of...

In recent days, e.l.f. Beauty reported quarterly revenue that came in below analyst expectations and issued cautious full-year guidance, citing inflation, tariffs, and a temporary U.S. shipment pause as pressures on sales and profitability. At the same time, the company is growing brands like Rhode and investing in filmmaker grants with Women in Film, underscoring its push to build cultural relevance and diversify growth drivers even as margins come under strain. Now we’ll examine how...

UIE Plc has commenced two parallel share repurchase programmes authorised at its May 2025 AGM, allowing buybacks of up to 5% of issued share capital overall and up to 2% via a Safe Harbour programme capped at DKK 245,000,000, alongside past declarations of both regular and special cash dividends of DKK 3.30 each with an ex-dividend date of 3 December 2025. Together, the capital return through dividends and the intention to cancel repurchased shares signal a clear focus on shrinking the...

Recent performance and context Cintas (CTAS) has been treading water lately, with the stock roughly flat over the past week and month, and still down about 7 % in the past 3 months. See our latest analysis for Cintas. Zooming out, Cintas still sits near all time highs, with a modest year to date share price return that suggests momentum has cooled a bit, even as long term total shareholder returns remain strong. If Cintas has you thinking about steady compounders, this could be a good moment...

Wondering if NIO at around $5 is a beaten down bargain or a value trap? You are not alone, and this breakdown will help you see where the upside and risks really sit. Despite being up 10.5% year to date and 11.5% over the last year, the stock has slid 22.0% in the last 30 days and is almost flat over the past week, a pattern that hints at shifting sentiment and uncertainty around the story. Recent headlines have focused on NIO's ongoing push to expand its EV lineup and partnerships around...

Johnson Outdoors (JOUT) just closed FY 2025 with fourth quarter revenue of about $135.8 million and basic EPS of roughly -$2.83, alongside a trailing twelve month revenue base of about $592.4 million and basic EPS of around -$3.34. The company has seen quarterly revenue move from about $105.9 million in Q4 2024 to $135.8 million in Q4 2025, while quarterly EPS shifted from roughly -$3.35 to -$2.83 over the same period. This performance sets the stage for a potential earnings turnaround even...

Earlier this week, Harmony Biosciences Holdings reported initial open-label extension data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing around a 50% median reduction in motor seizure frequency and generally good long-term tolerability. The emerging benefit-risk profile of EPX-100, including multi-year safety data and meaningful seizure reduction in a hard-to-treat population, could meaningfully enhance Harmony’s rare epilepsy portfolio if future results align with...

ConocoPhillips (COP) just delivered a Q3 2025 beat, lifting full year production guidance while trimming operating cost expectations, even as Wall Street stays cautious about oversupply risks and choppy geopolitics in the oil market. See our latest analysis for ConocoPhillips. Despite the Q3 beat and the Marathon Oil integration story, ConocoPhillips’ 1 month share price return of 7.26% sits against a weaker year to date share price return of minus 4.54%, while its 5 year total shareholder...

If you are wondering whether Teleflex at around $126 is a bargain or a value trap, you are not alone. This article is going to unpack exactly what the market might be missing. The stock has bounced 5.3% over the last week and 13.8% over the last month, even though it is still down 29.1% year to date and 28.8% over the past year. This pattern often signals that investors are rethinking the balance between risk and reward. Recent coverage has focused on Teleflex sharpening its portfolio around...

Jazz Pharmaceuticals recently announced that multiple new data sets on its epilepsy drug Epidiolex and oncology candidate Ziihera were accepted for presentation at major medical meetings, including late-breaking clinical and real-world evidence results shared at the American Epilepsy Society 2025 conference. This wave of fresh data, spanning seizure control, treatment patterns, real-world outcomes, and potential synergy with other therapies, strengthens the clinical profile of two of Jazz’s...

If you are wondering whether Uber Technologies remains a smart buy after its huge run, or whether the easy money has already been made, this is the right place to unpack what the market is really pricing in. Despite a recent pullback, with the stock down 6.8% over the last week and 9.0% over the past month, Uber is still up 34.7% year to date and 42.0% over the last year, with a 227.7% gain over three years. Much of this move has been associated with growing confidence in Uber's ability to...

Wondering if Luckin Coffee is still a bargain after its comeback story, or if you are arriving late to the party? This breakdown is designed to help you decide whether the current share price makes sense. The stock has cooled off a bit in the short term, slipping about 1.4% over the last week and 7.0% over the last month, but it is still up roughly 31.5% year to date and an impressive 50.6% over the last year. A massive 275.8% gain over five years hints at how powerful sentiment swings can...

Recent performance puts AtriCure in focus AtriCure (ATRC) has quietly put together a strong run, with the stock up around 28% over the past month and roughly 39% year to date, drawing fresh attention to its growth story. See our latest analysis for AtriCure. That momentum is not just a one week pop. AtriCure’s recent double digit 1 month share price return has helped turn a modest multi year total shareholder return into a far more convincing uptrend as investors warm to its growth...