SWX:AVOL
SWX:AVOLSpecialty Retail

Did Dulles Contracts and New Retail Formats Just Shift Avolta's (SWX:AVOL) Global Growth Narrative?

On November 20, 2025, Avolta AG announced it had secured two 10-year contracts at Washington Dulles International Airport, expanding its presence with new Hudson retail and food locations, locally themed stores, and enhanced digital engagement features. This move reflects Avolta’s commitment to integrating local businesses and innovative retail formats in North America, while supporting its wider global expansion and traveler loyalty initiatives. We'll now explore how Avolta's long-term...
SWX:ROG
SWX:ROGPharmaceuticals

Roche (SWX:ROG): Examining Valuation After Recent Share Price Surge

Roche Holding (SWX:ROG) has seen its stock climb around 16% over the past month, reflecting investor interest in the company’s recent financial performance and steady outlook. The market appears focused on Roche’s growth trends and valuation. See our latest analysis for Roche Holding. Roche Holding has picked up serious momentum, with a 16.2% 1-month share price return and a 28.2% total shareholder return over the last year. This surge reflects renewed optimism in the company's outlook and...
SWX:NOVN
SWX:NOVNPharmaceuticals

What Novartis (SWX:NOVN)'s $23 Billion US Investment and Raised Growth Outlook Mean For Shareholders

Novartis recently announced a $23 billion expansion of its US manufacturing footprint, including new state-of-the-art facilities in North Carolina and a focus on end-to-end drug production for the American market. The company simultaneously rolled forward its mid-term sales guidance to a 5-6% compound annual growth rate for 2025-2030, underlining strong operational confidence and ambitious growth expectations. We'll explore how Novartis's US manufacturing investment and upgraded guidance...
SWX:SOON
SWX:SOONMedical Equipment

Sonova (SWX:SOON) Valuation in Focus Following Earnings Decline, Sales Outlook, and Organizational Revamp

Sonova Holding (SWX:SOON) drew attention after posting half-year results with lower sales and net income. The company still reaffirmed its full-year sales growth outlook and revealed a revamp of its organizational structure. See our latest analysis for Sonova Holding. Sonova Holding’s recent half-year earnings, organizational shake-up, and confirmed sales guidance have all grabbed investor attention, but the momentum has been anything but positive. Its share price has tumbled 14.6% over the...
SWX:VACN
SWX:VACNMachinery

Does UBS’s Upgrade on AI Data Center Growth Shift the Outlook for VAT Group (SWX:VACN)?

Earlier this week, UBS upgraded VAT Group AG from Neutral to Buy, highlighting anticipated positive order momentum in early 2026 driven by expected growth in AI data centers and rising semiconductor memory chip prices. A key insight from UBS’s outlook is that VAT Group’s leading role in vacuum valve technology, with an estimated 70% global market share, positions it to benefit as semiconductor industry capital spending ramps up in 2026–2027. We'll examine how expectations of increased...
SWX:LOGN
SWX:LOGNTech

Can Logitech (SWX:LOGN) Deepen Consumer Loyalty Through Direct Retail Experiments?

Logitech International recently opened its first Logitech Experience Store, a hands-on pop-up in San Francisco's Union Square running through December 24, showcasing its latest technology and offering interactive experiences for visitors. This move deepens Logitech’s direct consumer engagement, providing a unique opportunity for shoppers to test products and enjoy personalized services during the key holiday season. We'll explore how this innovative retail initiative could strengthen...
SWX:UBXN
SWX:UBXNSemiconductor

u-blox Holding (SWX:UBXN) Valuation In Focus After S&P Global BMI Index Removal

u-blox Holding (SWX:UBXN) has just been dropped from the S&P Global BMI Index, a development that tends to catch the eye of investors tracking index-related funds and broader portfolio shifts. See our latest analysis for u-blox Holding. After its removal from the S&P Global BMI Index, u-blox Holding’s momentum is hard to ignore, with an 81% year-to-date share price return and a one-year total shareholder return just over 108%. While some investors are weighing the implications of this index...
SWX:ZURN
SWX:ZURNInsurance

Zurich Insurance Group (SWX:ZURN): Assessing Valuation as Strategy Targets Boost Growth and Retail Profitability Prospects

Zurich Insurance Group (SWX:ZURN) is gaining attention as it pushes forward with its 2025 to 2027 strategy, citing disciplined execution and improvements in its retail business profitability. The company is also ramping up growth efforts across segments. See our latest analysis for Zurich Insurance Group. The recent wave of strategic initiatives, including the appointment of a new Asia-Pacific chief claims officer and a focus on Zurich Insurance Group’s specialty unit, appears to have renewed...
SWX:SIGN
SWX:SIGNPackaging

SIG Group (SWX:SIGN) Valuation in Focus as Mikko Keto Named CEO with Turnaround Mandate

SIG Group (SWX:SIGN) has named Mikko Keto as its next Chief Executive Officer, drawing attention across the market. His background in driving business transformation and operational change has investors looking closely at what this could mean for SIG’s direction. See our latest analysis for SIG Group. The announcement of Mikko Keto’s appointment sparked a surge in SIG Group’s share price, jumping over 11% in the past week alone. While that burst of optimism stands out, it follows a...
SWX:PGHN
SWX:PGHNCapital Markets

Assessing Partners Group (SWX:PGHN) Valuation After Naming Nicholas Smith Wang to Lead Tech Investments

Partners Group Holding (SWX:PGHN) has named Nicholas Smith Wang as Partner and Co-Head of its Private Equity Technology Vertical. This move underscores the firm's focus on expanding its technology investment capabilities with experienced senior leadership. See our latest analysis for Partners Group Holding. Partners Group's appointment of Nicholas Smith Wang comes at a time when momentum around the stock has been mixed. The company’s 1-year total shareholder return stands at -24.6%, signaling...
SWX:ROG
SWX:ROGPharmaceuticals

Roche Holding (SWX:ROG) Is Up 7.6% After Key Drug Approvals and Oncology Collaboration – What's Changed

In the past week, Roche announced a series of major developments, including the European Commission's conditional approval of Lunsumio subcutaneous for relapsed/refractory follicular lymphoma, positive phase III results for fenebrutinib in multiple sclerosis, and a new clinical trial collaboration with KaliVir Immunotherapeutics to advance novel combination immunotherapies in oncology. These milestones highlight Roche's continued expansion across oncology and neurology, with new treatment...
SWX:BARN
SWX:BARNFood

Barry Callebaut (SWX:BARN): Unpacking Valuation on Goldman Sachs Buy Rating and Turnaround Signals

Barry Callebaut (SWX:BARN) stock came into focus after Goldman Sachs initiated coverage with a Buy rating, signaling increased attention from market participants. This move suggests broader confidence in the company’s mid-term prospects and ongoing transformation. See our latest analysis for Barry Callebaut. Momentum has started to build for Barry Callebaut, with its strategic partnership with NotCo AI and a recently affirmed dividend highlighting its transformation agenda. While the 90-day...
SWX:UBXN
SWX:UBXNSemiconductor

Does u-blox Holding's (SWX:UBXN) Index Exit Reveal Shifts in Its Investor Appeal?

On November 18, 2025, u-blox Holding AG (SWX:UBXN) was removed from the S&P Global BMI Index, a widely tracked global benchmark for equities. This index exclusion can influence trading behavior, as passive funds often adjust their portfolios to align with index changes, potentially impacting liquidity. We'll now consider how the index removal and subsequent fund adjustments may shape u-blox Holding's broader investment narrative. We've found 15 US stocks that are forecast to pay a dividend...
SWX:GALD
SWX:GALDPharmaceuticals

Is Galderma's New Restylane Lyft Data and FDA Approval Reshaping Its Competitive Edge (SWX:GALD)?

Galderma recently presented new clinical data from its Restylane and Sculptra portfolios at the American Society for Dermatologic Surgery 2025 Annual Meeting in Chicago, including results that supported the recent FDA approval of Restylane Lyft for chin augmentation in adults. This new data not only highlights high patient satisfaction and durable results for the company’s injectable aesthetics but also addresses emerging needs among patients experiencing facial changes following...
SWX:BARN
SWX:BARNFood

How Barry Callebaut's AI Collaboration With NotCo (SWX:BARN) Has Changed Its Investment Story

Barry Callebaut announced a collaboration with NotCo AI to integrate artificial intelligence into chocolate recipe development, combining Barry Callebaut’s expertise with NotCo’s proprietary AI platform to accelerate innovation and address sector challenges. This partnership signals a shift toward digital transformation in the chocolate industry, aiming to create more tailored, sustainable, and efficient solutions at scale. We’ll now explore how Barry Callebaut’s move into AI-powered...
SWX:YPSN
SWX:YPSNMedical Equipment

Will Surging Net Income Redefine Ypsomed Holding’s (SWX:YPSN) Investment Narrative?

Ypsomed Holding AG recently reported results for the half year ended September 30, 2025, revealing net income of CHF 139.09 million, up from CHF 32.6 million a year earlier, with basic and diluted earnings per share rising to CHF 10.19 from CHF 2.39. This sharp increase in profitability highlights the company's growing efficiency and operational momentum over the last year. With net income rising to CHF 139.09 million, we'll consider how this earnings surge influences Ypsomed Holding's...