NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure (NVCR): Assessing Valuation After a Steep Drawdown and Recent Share Price Uptick

NovoCure (NVCR) has been grinding through a tough stretch in the market, and that drawdown is exactly what makes the stock interesting right now. Let us walk through what the recent performance actually signals. See our latest analysis for NovoCure. Over the past year, NovoCure’s share price return has been severely negative and the 1 year total shareholder return is also deeply in the red. However, the modest 1 month share price uptick hints that pessimism may be easing as investors reassess...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

How Viasat’s (VSAT) NexusWave Maritime Upgrade Has Changed Its Investment Story

In the past few days, Inmarsat Maritime announced the next phase of its NexusWave bonded connectivity service, leveraging Viasat’s ViaSat-3 Flight 2 launch and the anticipated Flight 3 satellite to boost maritime bandwidth and coverage ahead of expected 2026 service entry. A key development is the new VS60 maritime terminal, which delivered download speeds above 250 Mbps in sea trials, signaling a step-change in “office-like” and “home-like” connectivity for ships that could reshape Viasat’s...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

JD.com (NasdaqGS:JD): Valuation Check After Q3 Revenue Growth But Margin Pressure From New Ventures

JD.com (NasdaqGS:JD) just delivered Q3 2025 earnings that captured investors’ attention, with revenue climbing about 15% year on year, while heavier spending on instant delivery and food services squeezed margins and free cash flow. See our latest analysis for JD.com. At around $29.74, JD.com’s recent share price performance has been soft, with a 1 month share price return of about negative 6.5 percent and a 1 year total shareholder return near negative 16 percent. This suggests sentiment is...
NYSE:CRBG
NYSE:CRBGDiversified Financial

Corebridge Financial (CRBG): Reassessing Valuation After Morgan Stanley Downgrade and Fed Rate Cut Concerns

Morgan Stanley’s recent downgrade of Corebridge Financial (CRBG) put a spotlight on how expected Federal Reserve rate cuts might squeeze the insurer’s base spread income, even as its cleaned up annuities book lowers long term risk. See our latest analysis for Corebridge Financial. Despite the downgrade, Corebridge’s recent 2.37% 1 day share price return and resilient year to date performance around flat suggest sentiment is stabilising, even as its 1 year total shareholder return remains...
TSX:CG
TSX:CGMetals and Mining

What Centerra Gold (TSX:CG)'s US$25M Crane Creek Earn-In Option Means For Shareholders

Headwater Gold recently announced a definitive earn-in agreement allowing a Centerra Gold subsidiary to spend up to US$25,000,000 to earn as much as a 70% interest in the fully permitted Crane Creek gold project in Idaho. The staged earn-in, which includes a firm US$2,500,000 exploration commitment and a path to 70% ownership via a preliminary economic assessment, deepens Centerra’s North American exploration pipeline and project optionality. We’ll now examine how Centerra’s option to fund...
NYSE:ESTC
NYSE:ESTCSoftware

Elastic (ESTC): Rethinking Valuation After New Amazon Bedrock AgentCore Observability Integration

Elastic (ESTC) just rolled out a new integration with Amazon Bedrock AgentCore, giving customers deeper observability into AI agents and applications, a timely upgrade as investors reassess the stock after a choppy year. See our latest analysis for Elastic. That backdrop helps explain why, despite a handy 7 day share price return of 5.42 percent, Elastic’s 30 day share price return of negative 16.72 percent and year to date share price return of negative 25.60 percent sit alongside a far...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

MoonLake Immunotherapeutics (MLTX) Valuation After Class Action Lawsuits and Sonelokimab Trial Setbacks

MoonLake Immunotherapeutics (MLTX) is back in focus after multiple law firms launched securities class actions, alleging the company overstated sonelokimab’s benefits and downplayed weaker Phase 3 results, unsettling already pressured shareholders. See our latest analysis for MoonLake Immunotherapeutics. That backdrop helps explain why, despite a sharp 1 month share price return of 41.6 percent and a 12.3 percent jump in the last session to around 14.99 dollars, the 1 year total shareholder...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed (RMD) Valuation Check After Goldman Sachs Drops Stock From APAC Conviction List

ResMed (RMD) just dropped off Goldman Sachs’ APAC Conviction List, a move that often nudges investor sentiment even if it does not change the underlying business story overnight. See our latest analysis for ResMed. That shift in endorsement lands at an interesting moment, with ResMed’s share price at $251.51 and a year to date share price return just over 10%, while its 1 year total shareholder return of about 6% suggests momentum has cooled from earlier highs but not reversed. If this sort...
NYSE:WK
NYSE:WKSoftware

Should Workiva’s New AI-Focused Product Chief Shift How WK Investors View Its Platform Strategy?

Workiva has appointed Deepak Bharadwaj as Executive Vice President and Chief Product Officer, putting him in charge of its product and UX teams to advance the company’s AI-powered reporting platform and expanding product portfolio. Bharadwaj’s experience launching AI-driven document and workflow products at Adobe and scaling employee experience solutions at ServiceNow could be influential for how effectively Workiva enhances its multi-solution platform for large enterprise customers. We’ll...
ENXTAM:PHIA
ENXTAM:PHIAMedical Equipment

Does Philips Share Price Reflect Its Recovery After Product Safety Settlements?

If you are wondering whether Koninklijke Philips is a bargain or a value trap at around €22.72, this article will walk you through what the numbers actually say, without the noise. The stock has pulled back recently, down 6.2% over the last week, 7.4% over the past month, and 7.2% year to date, but it is still up 92.9% over three years despite being 37.7% lower than five years ago. These moves follow a series of developments around product safety settlements and ongoing restructuring, which...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Taking a Fresh Look at NetScout Systems (NTCT) Valuation After its Recent Share Price Gains

NetScout Systems (NTCT) keeps drifting under many investors radars, yet the stock is quietly up about 20% over the past year while revenue and net income continue to grow in the low single digits. See our latest analysis for NetScout Systems. At around $26.98, NetScout’s share price has delivered a roughly 25% year to date share price return and a near 20% one year total shareholder return, signaling quietly improving sentiment after a weak three year total shareholder return. If NetScout’s...
TSE:4502
TSE:4502Pharmaceuticals

Does Takeda Still Offer Value After Pipeline Progress and a 43% Five Year Gain?

If you are wondering whether Takeda Pharmaceutical is still a solid buy at today’s price, or if the easy gains are behind it, you are in the right place to unpack what the market is really paying for this business. The stock is up 12.0% over the last year and 43.0% over five years, even after a recent 2.0% dip over the past week and a 6.1% rise in the last month. This suggests sentiment is quietly shifting rather than exploding. Recent headlines have focused on Takeda’s late stage pipeline...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Why Carvana (CVNA) Is Up 11.6% After Bullish Analyst Calls On Its Online-First Model

Recently, Carvana drew intensified attention after multiple Wall Street firms, including UBS and Wedbush, issued upbeat assessments emphasizing its online-first used car model, operational efficiency, and potential to overtake traditional dealers in unit volumes. These reports also highlighted management’s ambition to scale annual sales toward three million vehicles and target double-digit adjusted EBITDA margins, underscoring how bullish views hinge on Carvana’s ability to turn its digital...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 (FFIV) Valuation Check After Persistent Insider Selling and Cautious Analyst Outlook

F5 (FFIV) is back in focus after a fresh wave of insider selling, even as the company keeps beating earnings expectations. This is raising new questions about how comfortably investors should sit with its longer term story. See our latest analysis for F5. Despite the latest insider sales, the stock has already cooled off meaningfully, with a roughly 23% 3 month share price decline and a 1 year total shareholder return of about negative 5%. However, the 3 year total shareholder return remains...
NYSE:BG
NYSE:BGFood

Is Bunge Global Still Attractive After 67% Five Year Surge And Supply Chain Expansion?

If you are wondering whether Bunge Global at around $94 is still a smart buy or if the easy money has already been made, you are not the only one asking that question. This article will dig into what the numbers really say about its value. The stock has been a steady compounder, up 21.7% year to date and 67.5% over five years, even though it has cooled slightly with a 2.2% dip over the last week and a flat 0.5% move over the past month. Recent headlines have focused on Bunge Global's role in...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean (RIG): Valuation Check After New Contracts, Backlog Growth and Credit Upgrade-Driven Rally

Transocean (NYSE:RIG) has been back on traders dashboards after landing roughly $332 million in new contracts and extensions, a clear boost to its multi year backlog and earnings visibility. See our latest analysis for Transocean. The stock has climbed to around $4.43 per share after a strong run, with a 90 day share price return of 44.3 percent. This suggests momentum is building as new contracts, backlog growth, and a better credit outlook reshape how investors view its risk and recovery...
LSE:SHEL
LSE:SHELOil and Gas

Shell (LSE:SHEL): Assessing Valuation After a Strong Multi‑Year Shareholder Return Run

Shell stock in focus Shell (LSE:SHEL) has quietly outperformed many peers over the past year, and that steady climb has investors asking whether the current valuation still offers enough upside to justify new positions. See our latest analysis for Shell. The latest share price of £27.995 reflects a steady grind higher, with a 90 day share price return of 6.55% and a five year total shareholder return of 137.48%, suggesting momentum is still very much on Shell’s side. If Shell’s run has you...
NYSE:HUBB
NYSE:HUBBElectrical

Hubbell (HUBB) Valuation Check After Mixed Q3: Revenue Miss, Double-Digit EPS Growth

Hubbell (HUBB) just posted third quarter revenue of $1.50 billion, up about 4% year on year, and the market is parsing a mixed message of solid earnings growth but a softer top line versus expectations. See our latest analysis for Hubbell. The stock has cooled off after a strong multiyear run, with a roughly flat 90 day share price return and a modest year to date gain, even though the three year total shareholder return remains very robust. This suggests momentum is pausing rather than...
TSE:1928
TSE:1928Consumer Durables

Sekisui House (TSE:1928) Margin Compression Challenges Bullish Growth Narrative Heading Into Earnings Season

Sekisui House (TSE:1928) has laid out another quarter of solid scale in its Q3 2026 update, with recent quarterly revenue running between about ¥0.9 trillion and ¥1.2 trillion and EPS ranging from roughly ¥51 to ¥112 over the last five reported quarters, while trailing twelve month revenue sits around ¥4.2 trillion and EPS just above ¥300. The company has seen revenue move from about ¥3.5 trillion to ¥4.2 trillion on a trailing basis, with EPS easing back from roughly ¥359 to ¥303 over the...
NYSE:SGHC
NYSE:SGHCHospitality

How Investors Are Reacting To Super Group (SGHC) (SGHC) Boosting 2025 Dividend Payout To US$0.16

On 3 December 2025, Super Group (SGHC) declared a US$0.04 per-share dividend, bringing its total 2025 payout to US$0.16 and underscoring strong cash generation and a balanced approach to capital allocation. This latest dividend, supported by consistent revenue and cash flow growth and progress on regional and product initiatives, underlines how Super Group’s operational execution is increasingly translating into direct shareholder returns. We’ll now look at how this fresh dividend...
NYSE:SRE
NYSE:SREIntegrated Utilities

Sempra (SRE): Revisiting Valuation After a Quiet Three-Month Share Price Climb

Sempra (SRE) has quietly outperformed many utilities over the past 3 years, and with the stock now up roughly 11% in the past 3 months, investors are revisiting its long term story. See our latest analysis for Sempra. While the 1 day and 7 day share price returns have cooled, Sempra’s roughly 11% 90 day share price return and solid three year total shareholder return suggest momentum is quietly building around its infrastructure growth story and perceived stability. If Sempra’s steady climb...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

How Investors Are Reacting To Alvotech (ALVO) EU Approval Of AVT03 Denosumab Biosimilar

Alvotech recently announced that the European Commission has approved AVT03 as a biosimilar to denosumab (Prolia and Xgeva), opening access to an estimated US$1.20 billion European market for osteoporosis and cancer-related bone complications, with commercialization in Europe to be led by Dr. Reddy's under the Acvybra and Xbonzy brands. The approval, grounded in extensive analytical and clinical data showing equivalent pharmacokinetics, efficacy, safety and immunogenicity to the originators,...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Verra Mobility (VRRM): Revisiting Valuation After $963 Million New York Traffic Enforcement Contract

Verra Mobility (VRRM) just locked in a five year, $963 million deal with New York City, expanding automated traffic enforcement across hundreds of intersections, and the contract is already reshaping how investors think about its recurring revenue. See our latest analysis for Verra Mobility. Despite that backdrop and an upcoming appearance at a major technology and AI conference, Verra Mobility’s recent 1 month share price return of negative 6.66 percent has weighed on sentiment. At the same...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

POET Technologies (NasdaqCM:POET) Valuation Check After AI Partnerships, Financing Boost and Fresh Product Orders

POET Technologies (NasdaqCM:POET) is suddenly back on a lot of watchlists after a string of AI linked catalysts, ranging from fresh product orders to major financing and the high profile Marvell Celestial AI deal. See our latest analysis for POET Technologies. Those AI catalysts have clearly shifted sentiment, with the share price up 5.99% over the last day and delivering a 24.17% one year total shareholder return. This suggests momentum is rebuilding after a choppy stretch. If POET’s story...