TSX:BB
TSX:BBSoftware

BlackBerry Talent Shift Raises Questions On Security And QNX Competitiveness

Former BlackBerry CTO Charles Eagan has joined privacy focused smartphone firm XTC Mobile as Chief Strategy Officer. Eagan previously led security efforts for BlackBerry's devices and automotive software, areas closely tied to XTC Mobile's focus. For investors watching BlackBerry (TSX:BB), this move comes as the company trades around CA$5.24, with a 1 year return of an 11% decline and a 5 year return of an 83.4% decline. Eagan's departure highlights how BlackBerry's talent and know how in...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Is Alliance Resource Partners (ARLP) Still Attractive After A 7x Five Year Return?

Wondering whether Alliance Resource Partners is offering good value at its current price, or if most of the easy gains are already behind it. The unit price recently closed at US$25.11, with returns of 2.7% over the past week, 7.5% over the past month, 7.8% year to date, a 0.2% decline over the last year, and a gain of 69.2% over three years, while the five year return is very large at roughly 7x. Recent coverage of coal and broader energy markets has focused on shifting demand expectations...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Expands AI Data Center Services With Next Predict As Valuation Stretches

Vertiv Holdings Co (NYSE:VRT) has launched Vertiv Next Predict, an AI powered managed service for data centers. The service uses predictive maintenance and advanced analytics to address operational risks before they disrupt infrastructure. This launch expands Vertiv's AI integrated infrastructure solutions for data center customers. Vertiv is known for power, cooling, and infrastructure solutions that keep data centers and critical facilities running. With Vertiv Next Predict, the company...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

How Analyst Upgrades and Margin Progress Will Impact Fortrea Holdings (FTRE) Investors

In recent days, Fortrea Holdings received a series of analyst upgrades, with firms citing stronger operational execution and healthier conditions in the biopharma market as key reasons for their improved views on the company. Analysts highlighted that Fortrea has been exceeding revenue and profit margin expectations while working to lower its debt, reshaping how investors assess its operational progress and financial discipline. We’ll now examine how this improved execution and clearer path...
TSX:TAL
TSX:TALOil and Gas

Assessing PetroTal (TSX:TAL) Valuation After 2026 Guidance Reset And Dividend Suspension

PetroTal (TSX:TAL) has put fresh 2026 guidance on the table, centering on liquidity preservation, lower production targets of 11,750 to 12,250 barrels per day, suspended dividends, and a return to drilling using a third party contractor. See our latest analysis for PetroTal. The guidance update and dividend suspension come after a sharp 46.27% 90 day share price decline and a 43.31% 1 year total shareholder return decline. However, the 5 year total shareholder return of 112.30% shows that...
NYSE:ECL
NYSE:ECLChemicals

Ecolab (ECL) Valuation Check After CDP Water Index Partnership Earnings Outlook And Dividend Hike

Ecolab (ECL) is back in focus after partnering with CDP to launch the Water Use Efficiency Index, while investors also look ahead to its upcoming fourth quarter 2025 earnings release and recent dividend increase. See our latest analysis for Ecolab. Those moves come as Ecolab’s 1 month share price return of 4.67% and year to date share price return of 6.56% point to building momentum, while its 1 year total shareholder return of 17.01% and 3 year total shareholder return of 89.64% show that...
NYSE:SSB
NYSE:SSBBanks

Will Hiring 32 New Producers Across Key Units Change SouthState Bank's (SSB) Growth Narrative?

Earlier this week, regional bank SouthState (NYSE:SSB) prepared to report quarterly results, with analysts expecting very large year-on-year revenue growth after a prior quarter in which the company outpaced revenue expectations and delivered sharply higher revenues. SouthState also moved to reinforce its growth platform by hiring 32 experienced producers across commercial, mortgage and wealth businesses in key markets, aiming to deepen client relationships and broaden revenue sources while...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Assessing Power Integrations (POWI) Valuation After Recent Share Price Momentum

Context for recent Power Integrations moves Recent price moves in Power Integrations (POWI) have drawn attention after a 1-month return of 23.28% and a 3-month return of 4.46%, in contrast with a 1-year total return decline of 26.11%. See our latest analysis for Power Integrations. At a share price of US$45.65, Power Integrations has seen strong near term momentum, with a 1 month share price return of 23.28% and year to date share price return of 22.39%. This is set against a 1 year total...
NYSE:BC
NYSE:BCLeisure

Does Mercury-Bahama Offshore Partnership Subtly Reshape Brunswick’s (BC) Premium Marine Strategy?

Twin Vee PowerCats Co. recently announced that its premium brand Bahama Boat Works has partnered with Brunswick’s Mercury Marine division to launch new offshore boat models, with official debuts scheduled at the Palm Beach International Boat Show in March 2026. This collaboration gives Brunswick access to Bahama Boat Works’ performance-focused customer base while Mercury Marine’s global dealer network supports Bahama’s brand expansion and dealer recruitment efforts. We’ll now examine how...
NasdaqGS:AFYA
NasdaqGS:AFYAConsumer Services

Assessing Afya (NasdaqGS:AFYA) Valuation As Shares Trade On A 9.2x P/E And Discounted DCF Price

Afya stock: context for recent performance Afya (NasdaqGS:AFYA) has been on many investors’ radars after a mixed stretch in the share price, with a roughly 2.3% gain over the past day but declines over the past week and month. See our latest analysis for Afya. Zooming out, Afya’s 1 year total shareholder return decline of 10.1% and 5 year total shareholder return decline of 37.9% suggest recent share price momentum has been fading despite the latest move to $13.97. If Afya’s recent swings...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Pipeline Move Renews Growth Question Around Western Gateway Project

Kinder Morgan (NYSE:KMI) and Phillips 66 have launched a second open season for the Western Gateway Pipeline project. The project is designed to connect key refinery supply regions in the Midwest to Phoenix and major California fuel markets. The new open season focuses on expanded pipeline capacity and additional origin and destination points for shippers. Kinder Morgan, trading at $28.58, sits in the midstream space with a long established footprint in North American energy infrastructure...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC’s Space Contract And AI Upgrades Add Context To Valuation Story

PTC (NasdaqGS:PTC) has been selected by Reditus Space to provide its Onshape CAD and PDM platform for developing a reusable spacecraft. The spacecraft is planned for launch on a SpaceX Falcon 9 rideshare mission in 2026. PTC has also expanded its application lifecycle management portfolio with AI-driven assistants and added features aimed at regulatory compliance. PTC, known for its product development and lifecycle management software, now has fresh attention from the space sector thanks...
SWX:LOGN
SWX:LOGNTech

Logitech Rally AI Cameras Launch As Shares Screen Undervalued

Logitech International (SWX:LOGN) has introduced its Rally AI Camera and Rally AI Camera Pro, two AI-powered conference cameras. The new products focus on room usage detection, sustainability features, and integration into managed network environments. The launch marks an expansion of Logitech's video collaboration portfolio aimed at enterprise and education customers. For Logitech, known for its peripherals and video collaboration gear, the Rally AI Camera line extends its presence in...
TSXV:FLT
TSXV:FLTAirlines

A Look At Volatus Aerospace (TSXV:FLT) Valuation As Conference Schedule Draws Fresh Investor Attention

Conference-driven attention on Volatus Aerospace stock Volatus Aerospace (TSXV:FLT) is drawing fresh attention as CEO Glen Lynch prepares to present at three industry events in mid January 2026, putting the company in front of growth focused and aerospace investors. See our latest analysis for Volatus Aerospace. While the share price has been volatile, with a 1 day share price return of 7.25% decline and a 30 day share price return of 10.34% gain, the 1 year total shareholder return of...
ASX:CSL
ASX:CSLBiotechs

How Investors May Respond To CSL (ASX:CSL) After RBC Upgrade Amid Seqirus Spin-Off Pause

RBC Capital recently upgraded CSL to Outperform, arguing that the recent selloff and upcoming February half-year results create a compelling opportunity despite sector headwinds. The shift in analyst stance comes as investors reassess CSL’s credibility after it cut its fiscal 2026 growth outlook and paused the planned Seqirus vaccines spin-off. Next, we’ll examine how this upgrade, set against weaker flu vaccine demand and Seqirus uncertainty, shapes CSL’s investment narrative. We've found...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN’s AI Pivot And New 2x Short ETF Put Risks In Focus

Launch of a 2x short leveraged ETF tied to NasdaqGS:IREN, giving traders a way to take amplified bearish positions on the stock. Ongoing shift in IREN's business focus from crypto mining to high performance AI data center infrastructure. Multi year, multibillion dollar AI infrastructure contract with Microsoft, described as a five year agreement. Together, these developments highlight changing trading dynamics and a reshaped business profile for IREN. IREN, listed on NasdaqGS:IREN, is in...
TSX:TFII
TSX:TFIITransportation

Assessing TFI International (TSX:TFII) Valuation After New SFI Commercial Leadership And Data Center Growth Push

TFI International (TSX:TFII) is back in focus after appointing industry veteran Scott Hoppe as Chief Commercial Officer of its SFI truckload brand, with a mandate to expand services tied to data center and electric grid projects. See our latest analysis for TFI International. At a share price of CA$153.55, TFI International’s recent executive news lands after a 23.43% 90 day share price return, even as the 1 year total shareholder return shows a 19.23% decline and the 5 year total shareholder...
NYSE:CTOS
NYSE:CTOSTrade Distributors

How Investors Are Reacting To Custom Truck One Source (CTOS) Focused Power Grid Exposure And Capital Choices

In recent commentary, Custom Truck One Source, Inc. has drawn fresh attention as analysts highlight its focused exposure to power grid and transmission-and-distribution capital spending, supported by its highly customized utility equipment fleet and broad North American footprint. An interesting angle for investors is management’s current effort to balance debt reduction, potential ownership changes, and rental fleet expansion, which could influence the company’s cash generation profile and...
NYSE:IFF
NYSE:IFFChemicals

Is International Flavors & Fragrances (IFF) Pricing Reflecting Its Mixed Long Term Share Performance

If you are wondering whether International Flavors & Fragrances is attractively priced right now, this article walks through what the market is paying for the stock and how that lines up with its fundamentals. The share price recently closed at US$71.30, with returns of 1.6% over the last 7 days, 7.1% over 30 days, 4.8% year to date, but a 14.6% decline over 1 year, a 30.7% decline over 3 years and a 26.5% decline over 5 years. Those mixed returns have kept International Flavors & Fragrances...
NasdaqGS:PEBO
NasdaqGS:PEBOBanks

Peoples Bancorp (PEBO) Is Up 6.6% After Q4 Earnings Beat And Dividend Declaration - What's Changed

Peoples Bancorp Inc. recently reported fourth-quarter 2025 results showing higher net interest income of US$91.05 million and net income of US$31.75 million, alongside a quarterly cash dividend of US$0.41 per share payable on February 17, 2026. The earnings beat analyst expectations and were supported by solid loan growth, improved fee-based income, and a planned leadership transition in commercial banking that aims to maintain continuity in a core business line. We’ll examine how Peoples...