SWX:CLN
SWX:CLNChemicals

Clariant (SWX:CLN): Assessing Valuation After a Steep Share Price Drop and Ongoing Earnings Growth

Clariant (SWX:CLN) has been grinding through a tricky stretch, with the share price down sharply this year even as revenue and net income inch higher. That disconnect is what matters for investors now. See our latest analysis for Clariant. With the share price now around CHF 7.12, a steep year to date share price loss contrasts with modest revenue and earnings growth. This suggests sentiment is still catching up to fundamentals and that momentum remains fragile rather than firmly...
SWX:UBSG
SWX:UBSGCapital Markets

Is UBS Group (SWX:UBSG) Turning Job Cuts And Tech Centralization Into A Sharper Efficiency Story?

UBS Group AG recently outlined further Credit Suisse integration steps, including multi-wave job cuts through 2026 and leadership changes in operations and technology, with Group Technology set to report to incoming Group Chief Operating Officer Beatriz Martin from January 2026. By consolidating technology under the Group COO and emphasizing artificial intelligence and IT migration, UBS is signaling a push to streamline operations while completing the complex Credit Suisse integration. We’ll...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is Novartis (SWX:NOVN) Still Undervalued After Its Recent Share Price Strength?

Novartis (SWX:NOVN) has been grinding higher, with shares up around 7 % over the past month and nearly 30 % over the past year, as investors lean into its steady earnings and pipeline story. See our latest analysis for Novartis. That move has been underpinned by solid execution rather than hype, with the roughly 30 % one year total shareholder return riding a clear uptrend in the share price as investors warm to its growth and defensiveness. If Novartis has you rethinking your healthcare...
SWX:NESN
SWX:NESNFood

How Investors Are Reacting To Nestlé (SWX:NESN) U.S. Brand Shake-Up And Blue Bottle Review

Nestlé USA’s CEO Marty Thompson has recently intensified a review of the U.S. portfolio, using blind taste tests, product reformulations and packaging changes while weighing divestments and options for Blue Bottle coffee to better match shifting consumer preferences and spending. This sharper focus on core brands and willingness to shed underperformers hints at a leaner, more responsive U.S. business that could influence how investors view Nestlé’s broader growth ambitions and execution...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is It Too Late to Consider Novartis After Strong Multi Year Share Price Gains?

If you are wondering whether Novartis is still attractively priced today, or if most of the upside has already gone to earlier investors, you are in the right place to unpack what the current market is really pricing in. Novartis has quietly been rewarding patient shareholders, with the stock up 1.7% over the last week, 5.6% over the past month, and 21.0% year to date, adding to a 28.2% gain over 1 year, 50.6% over 3 years, and 75.4% over 5 years. Those gains sit against a backdrop of...