NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Did Workday’s (WDAY) AI-Fueled Buyback and Guidance Hike Just Shift Its Investment Narrative?

In recent days, Workday has drawn fresh attention after analysts upgraded the company to a Buy rating, citing its attractive valuation, raised fiscal 2026 revenue guidance to US$9.54 billion, robust pro forma operating margins near 29%, and the launch of a US$4.00 billion share buyback program equal to about 7% of its market value. Alongside this, Workday reported that AI-related products contributed more than 1.5 points of annual recurring revenue growth, with AI embedded in most new deals...
OB:NHY
OB:NHYMetals and Mining

Norsk Hydro (OB:NHY): Reassessing Valuation After Long‑Term Energy Deal for Tomago Smelter

The new Australian and New South Wales government deal to secure long term energy for the Tomago smelter puts a clearer floor under Norsk Hydro (OB:NHY)'s regional earnings and long range decarbonisation roadmap. See our latest analysis for Norsk Hydro. That backdrop helps explain why Norsk Hydro's NOK 75.8 share price sits on solid footing, with a 90 day share price return of 12.1 percent and a five year total shareholder return of 148.8 percent. Together, these signal momentum that...
NasdaqCM:SLNO
NasdaqCM:SLNOBiotechs

Will Vykat XR Approval and Board Shift Reshape Soleno Therapeutics' (SLNO) Investment Narrative?

Earlier this month, Soleno Therapeutics announced the passing of long-serving director and Audit Committee Chair William G. Harris, while indicating that existing Audit Committee member Andrew Sinclair, who qualifies as an “audit committee financial expert,” is expected to assume the chair role. At the same time, the company has attracted uniformly positive analyst attention following FDA approval of Vykat XR, currently the only approved therapy for hyperphagia in Prader-Willi syndrome,...
SWX:SPSN
SWX:SPSNReal Estate

Swiss Prime Site (SWX:SPSN): Valuation Check After Fully Deploying CHF 300m Into Yield-Accretive Zurich Offices

Swiss Prime Site (SWX:SPSN) has just wrapped up its CHF 300 million growth push by buying a fully let, modern office property in Zurich West, locking in a 4% net yield with SIX Group as tenant. See our latest analysis for Swiss Prime Site. This latest Zurich West deal lands as the share price sits at CHF 117.9 and builds on solid momentum, with an 18.8% year to date share price return and a strong 3 year total shareholder return of 68.5%. This suggests investors are steadily rewarding the...
ASX:NAB
ASX:NABBanks

The Bull Case For National Australia Bank (ASX:NAB) Could Change Following AGM Reforms And Dividend Decision

At its recent AGM on 12 December 2025, National Australia Bank shareholders approved changes to the company’s constitution, passed all core resolutions, confirmed completion of AUSTRAC remediation, and declared a fully franked final dividend of A$0.85 per share. The meeting also underscored NAB’s focus on business bank and deposit growth, proprietary home lending, and strengthened fraud prevention, while shareholder proposals on deforestation were rejected, signalling the board’s preferred...
NYSE:ITW
NYSE:ITWMachinery

Illinois Tool Works (ITW): Valuation Check After Insider Buying, Record Margins and Brighter Earnings Outlook

Illinois Tool Works (ITW) just caught investor attention after Director David Byron Smith bought 6,709 shares, right as the company posted record operating margins and strong cash generation. That combination makes the recent sentiment shift worth unpacking. See our latest analysis for Illinois Tool Works. That insider buying comes as Illinois Tool Works’ share price has quietly firmed up, with a 1 month share price return of 5.76 percent and a modestly positive year to date share price gain...