BIT:REY
BIT:REYIT

Is Reply’s New AWS Agentic AI Role Altering The Investment Case For Reply (BIT:REY)?

Earlier this month, Reply announced it had achieved the new AWS Agentic AI Specialization and been named an Implementation Partner for Amazon Bedrock AgentCore, highlighting the capabilities of its AWS-focused units Data Reply and Storm Reply in deploying autonomous AI systems at enterprise scale. An early proof point is Reply’s work with French vacation platform Totemia, where an AgentCore-based conversational agent is improving peak-load handling and shortening response times, with the...
TSXV:GMG
TSXV:GMGElectrical

Graphene Manufacturing Group (TSXV:GMG) Is Up 29.8% After Rapid-Charging Graphene Battery Milestone - Has The Bull Case Changed?

Earlier in 2025, Graphene Manufacturing Group Ltd. reported progress on its graphene aluminium-ion battery, which fully charges in under six minutes and is being developed with partners including the University of Queensland, Rio Tinto and the Battery Innovation Center of Indiana, with customer testing targeted for 2026 and small-scale production in 2027. The company also introduced a new plastic battery pack design that it says could cut costs and complexity versus conventional lithium-ion...
TSE:7906
TSE:7906Leisure

YONEX (TSE:7906): Revisiting Valuation After a Sharp Pullback in a Strong Multi‑Year Rally

YONEX (TSE:7906) has been on a mixed run lately, with the stock easing over the past month even after strong gains this year. That pullback is prompting investors to revisit the valuation. See our latest analysis for YONEX. Despite the recent 1 month share price return of negative 12.6% as investors cool on cyclical consumer names, YONEX still has a robust year to date share price return of over 50 percent and a five year total shareholder return above 450 percent. This suggests long term...
HLSE:NESTE
HLSE:NESTEOil and Gas

Neste (HLSE:NESTE): Revisiting Valuation After Berenberg’s Upgrade and Renewables Recovery Narrative

Berenberg's upgrade on Neste Oyj (HLSE:NESTE) puts the spotlight back on the Finnish renewables player, as faster than expected recovery, regulatory support and tighter cost discipline start to reshape the narrative around the stock. See our latest analysis for Neste Oyj. The upbeat call from Berenberg lands after a strong run, with Neste’s share price up sharply this year, including a roughly 7.6% 3 month share price return and a 54.5% 1 year total shareholder return that hints momentum is...
NYSE:EQH
NYSE:EQHDiversified Financial

Did Mizuho’s Capital-Light Thesis Just Reframe Equitable Holdings’ (EQH) Long-Term Investment Narrative?

Mizuho recently initiated coverage on Equitable Holdings with an Outperform rating, citing the company’s capital-light model, expanding retirement market presence, and consistent shareholder returns through rising dividends and share repurchases. This fresh analyst endorsement reinforces the view that Equitable’s repositioning toward lower capital intensity and recurring retirement-focused revenues is central to its long-term story. We’ll now explore how Mizuho’s upbeat initiation,...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

Fortrea (FTRE) Partnership With SCTbio: Is the Rebound Justified by Its Current Valuation?

SCTbio’s new collaboration with Fortrea Holdings (FTRE) is turning heads, as investors weigh how this advanced therapies partnership could reshape development timelines, costs, and Fortrea’s role across the crowded cell and gene therapy pipeline. See our latest analysis for Fortrea Holdings. That backdrop helps explain why the stock’s 1 month share price return of 54.27 percent and 3 month share price return of 55.77 percent look like momentum is rebuilding, even though the year to date share...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Five Below (FIVE): Reassessing Valuation After Strong Q3 Beat and Upgraded Full-Year Guidance

Five Below (FIVE) just delivered a better than expected third quarter, lifting sales, profits and investor mood in one go, and management quickly backed that up by raising full year guidance. See our latest analysis for Five Below. That earnings beat and guidance hike come after a powerful run, with the share price up roughly 83% year to date and a 1 year total shareholder return near 73%, signaling strong, building momentum as investors reassess Five Below's growth runway and risk...
TSX:SKE
TSX:SKEMetals and Mining

How Skeena’s New Tahltan Partnership Framework Could Shape Skeena Resources (TSX:SKE) Investors

Skeena Resources reported that the Tahltan Nation has voted in support of the Impact Benefit Agreement for the 100%-owned Eskay Creek Gold-Silver Project, paving the way for potential final consent by the Tahltan Central Government Board of Directors in January 2026. The agreement lays out a structured approach to shared benefits, including employment, training, business opportunities, community facilities funding, and direct financial participation for Tahltan members in the project’s...
BIT:DAN
BIT:DANMachinery

How Danieli’s €500 Million SAIL Order Win Will Impact Danieli & C. (BIT:DAN) Investors

In recent days, Steel Authority of India Limited awarded Danieli & C. Officine Meccaniche contracts worth about €500 million to supply a new blast furnace, continuous slab casting machine and hot strip mill for an expansion project. This package of high‑value plant orders deepens Danieli’s foothold in the Indian steel equipment market and reinforces its role as a preferred technology partner for large‑scale capacity upgrades. We’ll now explore how this sizeable €500 million order win from...
TSX:SII
TSX:SIICapital Markets

Assessing Sprott (TSX:SII) Valuation After Its Silver ETF Surpasses $500 Million in Assets Under Management

Sprott (TSX:SII) just hit a milestone with its Silver Miners and Physical Silver ETF, which has climbed to 500 million dollars in assets under management in under a year, supported by rising silver prices. See our latest analysis for Sprott. That surge in ETF assets has coincided with strong momentum in Sprott’s own shares, with a 90 day share price return of 32.63 percent and a 1 year total shareholder return of 116.49 percent, suggesting investors are leaning into the growth story rather...
ENXTLS:EDPR
ENXTLS:EDPRRenewable Energy

EDP Renováveis (ENXTLS:EDPR): Assessing Valuation After New Asia Pacific Clean Energy Partnership

EDP Renováveis (ENXTLS:EDPR) just expanded its Asia Pacific footprint, with EDPR Sunseap signing a Memorandum of Understanding with Korea East West Power to co develop clean energy projects targeting over 2 gigawatts of capacity by 2025. See our latest analysis for EDP Renováveis. The market seems to be noticing this push, with a roughly 21 percent one year total shareholder return and a strong 90 day share price return of about 21 percent, suggesting momentum is rebuilding after weak multi...
ASX:WHC
ASX:WHCOil and Gas

Whitehaven Coal (ASX:WHC): Assessing Valuation After New A$72 Million Share Buyback Announcement

Whitehaven Coal (ASX:WHC) has just doubled down on shareholder returns, unveiling a new A$72 million buyback for up to 4.48% of its shares, alongside an update on its earlier repurchase progress. See our latest analysis for Whitehaven Coal. The fresh A$72 million buyback lands on top of a strong run, with a 30 day share price return of 10.68% and a 90 day gain of 22.56%. The 5 year total shareholder return of 495.19% shows how powerful capital returns and cash generation have been over a...
NYSE:JCI
NYSE:JCIBuilding

How Johnson Controls’ New AI Retail Sensors At Johnson Controls International (JCI) Has Changed Its Investment Story

In early December 2025, Johnson Controls’ Sensormatic Solutions launched AI-enabled Orbit AI sensors and Video AI cameras that track shopper behavior without using personal identifiable information, feeding insights into ShopperTrak Analytics to help retailers improve layouts, merchandising, and staffing decisions. This push into privacy-conscious, AI-powered in-store analytics highlights Johnson Controls’ effort to deepen its role in data-driven building solutions beyond traditional...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

Reassessing IAC (IAC)’s Valuation After Oppenheimer’s Downgrade and MGM Exposure Concerns

Oppenheimer’s downgrade of IAC (IAC) to Perform, and the roughly 3% slide that followed, has shifted the conversation from upside potential to whether the market is fairly pricing its structural constraints. See our latest analysis for IAC. That downgrade lands after a strong 1 month share price return of about 14% and a modest rebound over 3 months. Set against a still negative year to date share price return and a bruising 5 year total shareholder return decline, it suggests recent momentum...
NasdaqCM:BTBT
NasdaqCM:BTBTSoftware

Bit Digital (BTBT) Valuation Check After Board Shake-Up and Amanda Cassatt’s Appointment

Bit Digital (BTBT) just reshuffled its leadership bench, with one director resigning, the long serving chair shifting to an independent role, and crypto industry veteran Amanda Cassatt joining the board to help steer its next phase. See our latest analysis for Bit Digital. Those boardroom shifts come as the stock has pulled back sharply, with a 30 day share price return of minus 14.11 percent and a one year total shareholder return of minus 51.97 percent. At the same time, the three year...
NYSE:CB
NYSE:CBInsurance

Is It Too Late To Consider Chubb After Its Strong Multi Year Share Price Run?

Wondering if Chubb at around $312 a share is still worth buying, or if the real upside has already been priced in? This breakdown is designed to help you decide with a clear valuation lens. The stock has climbed 5.2% over the last week, 5.8% over the past month, and is up 14.7% year to date, adding to an impressive 54.0% gain over 3 years and 122.5% over 5 years. These moves have come as investors focus more on high quality insurers with strong underwriting discipline and robust balance...
NYSE:WPC
NYSE:WPCREITs

Is W. P. Carey’s Higher 2026 Dividend Payout Reshaping Its Income-Focused Investment Case (WPC)?

W. P. Carey Inc. recently raised its quarterly cash dividend to US$0.920 per share, or US$3.68 annualized, a 4.5% increase over the 2024 fourth quarter, payable on January 15, 2026 to shareholders of record on December 31, 2025. This higher payout underlines management’s emphasis on steady income for investors, even as a long-serving board member departs for health reasons. We’ll now explore how this dividend increase may influence W. P. Carey’s income-focused investment narrative and...
TSE:278A
TSE:278ACommercial Services

Terra Drone (TSE:278A) Loss Widens Year on Year, Testing Growth-Led Bullish Narratives

Terra Drone (TSE:278A) just posted its Q3 2026 numbers with revenue of 1,229 million JPY and basic EPS of -9.36 JPY, setting the stage for another loss making quarter despite steady top line scale. The company has seen revenue move from 1,205 million JPY in Q3 2025 to 1,229 million JPY in Q3 2026, while basic EPS has swung from 3.67 JPY to -9.36 JPY. This underscores pressure on margins even as the business continues to grow its sales base. See our full analysis for Terra Drone. With the...
BATS:CBOE
BATS:CBOECapital Markets

Cboe Global Markets (CBOE) Valuation After Barclays Upgrade on Derivatives Growth and Strategic Refocus

Barclays just bumped Cboe Global Markets (CBOE) up to Overweight after taking a closer look at its index options engine, the surge in retail options activity, and a tighter focus on core derivatives. See our latest analysis for Cboe Global Markets. That bullish call from Barclays lands after a powerful run, with Cboe’s share price up strongly on a year to date basis and its five year total shareholder return nearing a triple. However, recent pullbacks suggest momentum is cooling rather than...
NasdaqGS:UBSI
NasdaqGS:UBSIBanks

United Bankshares (UBSI): Evaluating Valuation After Recent Share Price Momentum

Why United Bankshares Stock Is Getting Attention Now United Bankshares (UBSI) has quietly outperformed many regional peers, with the stock up about 9% over the past month and roughly 7% year to date. This has drawn fresh attention from income focused bank investors. See our latest analysis for United Bankshares. The recent 1 month share price return of about 9 percent, alongside a solid 3 year total shareholder return in the mid teens, suggests momentum is quietly building as investors warm...