NYSE:FIG
NYSE:FIGSoftware

Is Figma’s (FIG) OpenAI Partnership Quietly Rewriting Its Long-Term Software Moat?

In recent months, Figma has expanded its AI-powered design workflow offerings, including a collaboration with OpenAI to launch a Figma AI App for ChatGPT and new admin tools to track AI credit usage, while investors await its upcoming 2025 earnings and additional share releases after lock-up expirations. This push into AI-enabled design, combined with expectations around enterprise AI adoption and evolving corporate IT budgets, is increasingly shaping how the market views Figma’s long-term...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

A Look At Bombardier (TSX:BBD.B) Valuation As New Dorval Facility Expands Growth Ambitions

Bombardier (TSX:BBD.B) has announced a new 126,000 square foot manufacturing centre in Dorval, a roughly CA$100 million project supported by a CA$35 million government loan that expands its business aircraft production footprint. See our latest analysis for Bombardier. The Dorval expansion comes as Bombardier’s share price has shown strong momentum, with a 1-day share price return of 7.17% and a 90-day share price return of 40.44%, while the 1-year total shareholder return sits at 194.34% and...
NYSE:CVNA
NYSE:CVNASpecialty Retail

A Look At Carvana (CVNA) Valuation After Renewed Analyst Optimism On Growth And Profitability Potential

Renewed optimism around Carvana (CVNA) has been driven by several analysts reaffirming or increasing their positive views. They point to the company’s logistics network, reconditioning capacity, brand strength, and exposure to online used car demand. See our latest analysis for Carvana. Carvana’s latest share price of $460.88 comes after a 90 day share price return of 38.07% and a 1 year total shareholder return of 98.72%, with the 3 year total shareholder return above 7x. This signals that...
NYSE:SLB
NYSE:SLBEnergy Services

A Look At SLB (NYSE:SLB) Valuation After Evercore Upgrade And New International Contract Wins

SLB (SLB) is back in focus after an Evercore ISI upgrade related to its ChampionX acquisition, a reduced risk profile, and new international contract awards that include work in Venezuela, Saudi Arabia, and the Gulf of America. See our latest analysis for SLB. Those contract wins in Venezuela, Saudi Arabia, and the Gulf of America have arrived alongside a sharp pickup in trading momentum, with a 30-day share price return of 23.82% and a 90-day gain of 42.72%. At the same time, the 5-year...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

A Look At uniQure (QURE) Valuation After FDA Feedback On AMT-130 Delays BLA Timeline

The FDA has informed uniQure (QURE) that existing Phase I/II data for its Huntington’s disease gene therapy AMT-130 is not sufficient for a Biologics License Application, and the company now plans to hold a Type A meeting in Q1 2026. See our latest analysis for uniQure. At a share price of $21.995, uniQure has seen a 1 day share price return of 1.59% decline and a 7 day share price return of 4.99% decline, while its 90 day share price return of 62.08% decline contrasts with a 1 year total...
ENXTPA:NEX
ENXTPA:NEXElectrical

Assessing Nexans (ENXTPA:NEX) Valuation After Its New Executive Committee Restructuring

Why Nexans’ new leadership structure matters for shareholders Nexans (ENXTPA:NEX) has reshaped its Executive Committee, placing 13 leaders in key regional, functional, and business roles as of January 15, 2026. This change is a move many investors will watch closely. See our latest analysis for Nexans. The leadership reshuffle comes after a year where Nexans’ 1 year total shareholder return of 37.93% and 5 year total shareholder return of 109.95% contrast with a slightly negative year to date...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Valuation Check As New Cancer Care Alliance Targets Medicare Advantage Growth

Humana (HUM) shares are in focus after the company announced a new partnership with Atlas Oncology Partners to roll out a coordinated cancer care model for Medicare Advantage members. See our latest analysis for Humana. The new cancer care partnership comes as Humana’s share price shows a 9.99% 1 month share price return and a 7.36% year to date share price return. At the same time, the 3 year total shareholder return of a 40.33% decline highlights longer term pressure, suggesting recent...
NYSE:BC
NYSE:BCLeisure

Assessing Brunswick (BC) Valuation After CES 2026 Marine Tech Showcase

Brunswick (BC) is back at CES 2026 with a broad marine technology showcase, including autonomous boating, AI powered simulators, electrified water sports gear, and a new Sea Ray model focused on connected, software driven features. See our latest analysis for Brunswick. That CES showcase lands at a time when Brunswick has seen a sharp 30 day share price return of 19.91% and a 90 day share price return of 38.84%, while the 1 year total shareholder return stands at 35.04%, which may indicate...
ASX:CIA
ASX:CIAMetals and Mining

Is Rail Service Resumption Exposing a Concentration Risk in Champion Iron’s Logistics Strategy (ASX:CIA)?

Champion Iron Limited recently reported that railway services on the Quebec North Shore and Labrador Railway have resumed after a December 28, 2025 derailment, allowing high‑purity iron ore concentrate stockpiled at its Bloom Lake mine to begin moving again toward the port of Sept‑Îles. Although mine operations were not materially disrupted, the incident underscored how dependent Champion Iron’s sales and logistics are on a single rail corridor and the importance of its collaboration with...
ASX:TLX
ASX:TLXBiotechs

How Investors May Respond To Telix Pharmaceuticals (ASX:TLX) Expanding Radiopharma Platform And Streamlining Incentives

Recent news shows Telix Pharmaceuticals continuing to build out its radiopharmaceutical franchise, with Illuccix now commercially available in 17 countries and preparations under way to launch Gozellix, supported by expanded manufacturing and distribution capacity via the RLS Pharma acquisition. An underappreciated development is the lapse of several conditional share and appreciation rights, which reduces potential future dilution and simplifies Telix’s capital structure, refining how...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Did Remitly Global’s Lofty P/E Multiple Just Shift Remitly Global's (RELY) Investment Narrative?

Remitly Global’s price-to-earnings ratio recently reached 147.67, far above the Financial Services sector average of 36.96, drawing attention to how the market values its earnings today. This valuation gap highlights how strongly current expectations differ from sector peers, raising questions about whether investors are emphasizing potential growth or mispricing risk. Next, we’ll examine how Remitly Global’s unusually high P/E multiple may influence its existing investment narrative and...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies (ST) Valuation After Its New EV Focused STEV Contactor Launch

Sensata Technologies Holding (ST) has put its STEV high voltage contactor series front and center, aiming at electric and plug in hybrid vehicle demand, where safety, efficiency, and scalable integration are key concerns for OEMs. See our latest analysis for Sensata Technologies Holding. The STEV launch lands at a time when Sensata Technologies Holding’s shares have been firming up, with a 90 day share price return of 12.70% and a 1 year total shareholder return of 26.62% contrasting with...
XTRA:ALV
XTRA:ALVInsurance

Allianz’s Responsible AI Workforce Push With Anthropic Might Change The Case For Investing In Allianz (XTRA:ALV)

On 9 January 2026, Anthropic announced a global partnership with Allianz SE to accelerate the adoption of responsible AI across Allianz’s operations, focusing on employee empowerment, AI-driven coding tools, and insurance-specific models. A particularly important aspect of the partnership is Allianz’s commitment to group-wide AI upskilling, aiming to make AI capabilities part of every employee’s core skill set. We’ll now examine how Allianz’s AI-focused collaboration and workforce upskilling...
NYSE:BAC
NYSE:BACBanks

Is Bank of America (BAC) Offering Value After Recent Share Price Pullback?

If you are wondering whether Bank of America is fairly priced or if the current share price leaves some room for value, this article walks through the key signals so you can judge that for yourself. The stock last closed at US$52.59, with returns of a 6.4% decline over 7 days, a 4.1% decline over 30 days, a 6.0% decline year to date, a 15.4% gain over 1 year, 71.2% over 3 years and 86.8% over 5 years. Recent news coverage around large U.S. banks has focused on how higher rates, credit...
NYSE:AWK
NYSE:AWKWater Utilities

How Investors May Respond To American Water Works (AWK) Expanding Infrastructure Upgrades And Efficiency Technologies

In recent weeks, American Water Works Company’s subsidiaries across multiple states have highlighted past and ongoing infrastructure upgrades, advanced leak-detection technologies, and customer programs aimed at improving water efficiency, resilience, and service reliability. These initiatives, including billions of dollars of planned system investments and efforts to curb environmental impacts such as road salt contamination, underscore how operational upgrades and conservation support both...
SEHK:1810
SEHK:1810Tech

Is Xiaomi (SEHK:1810) Fairly Priced After Recent Mixed Share Price Performance?

If you are wondering whether Xiaomi's current share price reflects its true worth, you are not alone and this article is designed to help you frame that question clearly. Xiaomi's stock has seen mixed recent returns, with a 0.4% decline over 7 days, a 7.4% decline over 30 days and a 6.0% decline year to date, while still posting a 10.2% return over 1 year, a very large 3 year return and a 22.3% return over 5 years. Recent coverage has focused on how Xiaomi sits within the global smartphone...