SWX:NOVN
SWX:NOVNPharmaceuticals

Should Cosentyx's Phase III Success in Polymyalgia Rheumatica Prompt Action From Novartis (SWX:NOVN) Investors?

Novartis recently announced that Cosentyx met all primary and secondary endpoints in the Phase III REPLENISH trial, showing statistically significant and clinically meaningful sustained remission at Week 52 for adults with polymyalgia rheumatica. This achievement highlights the company's momentum in late-stage innovation, as similar positive clinical outcomes were reported across other major therapies in immunology, oncology, and rare diseases. Next, we'll explore how Cosentyx's late-stage...
SWX:UBSG
SWX:UBSGCapital Markets

Assessing UBS After Credit Suisse Integration Amid 2025 Market Swings

Trying to figure out what to do with UBS Group stock? You’re not alone. Whether you’re pondering a first investment or reconsidering your current position, recent share price swings have plenty of investors pausing to re-examine their next move. Over the past week, UBS shares inched up by 0.4%. Zoom out to the last month and they’re actually down 8.4%. Despite this, the stock is sitting on gains of 6.8% for the year to date. Looking at the last three years, UBS has risen over 100%. The...
SWX:ALC
SWX:ALCMedical Equipment

Is Alcon (SWX:ALC) Undervalued? A Fresh Look at Its Fair Value and Investor Sentiment

Alcon (SWX:ALC) shares have shown mild gains over the past week, rising just under 3%. The stock's recent movement reflects ongoing investor interest, especially as the company’s fundamentals have experienced steady, if unspectacular, growth this year. See our latest analysis for Alcon. This recent uptick comes after a challenging stretch for Alcon, with the shares still down nearly 20% year-to-date and the one-year total shareholder return reflecting a 25% loss. While recent gains hint at...
SWX:ROG
SWX:ROGPharmaceuticals

Will FDA and EMA Milestones for Gazyva Shift Roche Holding's (SWX:ROG) Immunology Narrative?

Roche recently secured FDA approval for Gazyva as a treatment for lupus nephritis, alongside positive late-stage clinical trial data and a favorable recommendation from the European Medicines Agency. This expansion into autoimmune kidney diseases, along with continued progress in key clinical programs, highlights Roche's increasing presence in high-need therapeutic areas beyond its traditional oncology focus. We will explore how these advancements in Roche's immunology pipeline may impact...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Group (SWX:UBSG): Exploring Valuation After Recent Modest Share Price Uptick

UBS Group (SWX:UBSG) shares caught some attention this week after posting a modest 0.7% uptick in the last trading session. Investors may be eyeing recent trends as they weigh the stock’s longer-term performance. See our latest analysis for UBS Group. After a steady climb earlier this year, UBS Group’s share price momentum has eased, with a 1-month price return of -9.33%. Still, the stock’s 12.21% total shareholder return over the past year highlights the impact of improving fundamentals and...
SWX:KNIN
SWX:KNINShipping

Kuehne + Nagel (SWX:KNIN) Margin Compression Challenges Bullish Valuation Narratives in Latest Results

Kuehne + Nagel International (SWX:KNIN) reported a net profit margin of 4.5%, down from 5% the previous year. This marks a modest uptick in earnings with 1.3% growth after several years of decline. While current profitability has improved, the company’s shares are trading at a Price-To-Earnings ratio of 16.1x, which represents a premium to industry peers but remains below intrinsic value as indicated by discounted cash flow estimates. Soft margins, ongoing profit growth, and concerns about...
SWX:NESN
SWX:NESNFood

Assessing Nestlé Stock Value After Expansion into Affordable Nutrition Products

Deciding what to do with Nestlé stock these days is far from straightforward. If you’ve held shares, you know the ride hasn't been smooth. Just look at the numbers: while the stock has bounced back 7.5% over the last week and surged 14.2% over the past month, it’s still down about 0.7% over the last year, and even further over three and five years. The question is, does this momentum signal a long-awaited turnaround or is there more volatility ahead? Recent headlines have added fuel to the...
SWX:LOGN
SWX:LOGNTech

Logitech (SWX:LOGN): Exploring Valuation After Recent Share Price Gains and Growth Trends

Logitech International (SWX:LOGN) shares have seen steady movement over the past month, with the stock currently trading near CHF 87. Despite recent market shifts, investors remain focused on the company’s financial fundamentals and growth trends. See our latest analysis for Logitech International. Logitech’s share price has climbed 13.6% over the past 90 days, adding to an impressive 23.6% total shareholder return for the past year. Momentum has clearly been building, supported by solid...
SWX:TEMN
SWX:TEMNSoftware

Record-Setting Software Upgrade Might Change The Case For Investing In Temenos (SWX:TEMN)

Hamilton Reserve Bank announced the successful completion of a full-scale Temenos banking software upgrade to the 2024 version, installing the latest digital banking technology across its operations in just seven months and setting a world speed record. This rapid implementation highlights Temenos’ ability to deliver complex banking solutions efficiently, potentially boosting the company's standing among financial institutions seeking digital transformation. We'll explore how this...
SWX:PGHN
SWX:PGHNCapital Markets

Is Partners Group's Montreal Expansion Shaping Its North American Strategy for Long-Term Growth (SWX:PGHN)?

Partners Group recently expanded its North American presence by opening a new office in Montreal, aiming to enhance client relationships across Quebec and serve the region's prominent institutional investors. This expansion reflects Partners Group's commitment to capturing the rising interest in private markets investment among both institutional and individual investors in Canada, driven in part by significant generational wealth transfer trends. We'll explore how establishing a dedicated...
SWX:ARYN
SWX:ARYNFood

How Investors Are Reacting To ARYZTA (SWX:ARYN) CEO Departure and Maintained 2025 Growth Guidance

ARYZTA AG’s Board of Directors recently announced that Michael Schai has stepped down as CEO with immediate effect, with Chairman Urs Jordi appointed as interim CEO, while also confirming unchanged organic growth guidance for 2025. This simultaneous leadership transition and reaffirmation of earnings guidance highlights the company’s intent to maintain stability during executive changes and ongoing strategy execution. We’ll now explore how the immediate CEO transition, alongside steady...
SWX:KURN
SWX:KURNBiotechs

Kuros Biosciences (SWX:KURN) Is Up 15.0% After Raising Guidance and MagnetOs Global Milestones Has The Bull Case Changed?

Kuros Biosciences recently raised its 2025 annual guidance, reporting a 77% increase in revenue for the first nine months and announcing new product milestones, including FDA clearance and commercial launch of the MagnetOs MIS Delivery System in the U.S. as well as regulatory approval in Saudi Arabia. These achievements highlight the company's accelerated international expansion and increasing commercial traction in both the U.S. and MENA regions. We'll explore how Kuros Biosciences' rapid...
SWX:ARYN
SWX:ARYNFood

ARYZTA (SWX:ARYN) Valuation in Focus After Sudden CEO Exit and Steady 2025 Guidance

ARYZTA (SWX:ARYN) saw a major boardroom update as CEO Michael Schai stepped down with immediate effect. Chairman Urs Jordi has taken over as interim CEO. The company also reaffirmed its 2025 earnings and organic growth guidance. See our latest analysis for ARYZTA. ARYZTA’s announcement of a new interim CEO arrives as the share price faces pressure, down nearly 28% over the past month and off 35% in the last three months. This signals fading momentum despite stable long-term direction. Still,...
SWX:SUN
SWX:SUNMachinery

Can Sulzer’s (SWX:SUN) Services Momentum Balance Chemtech and China Weakness?

Earlier this week, Sulzer reported a 1.2% year-to-date order intake decline, with strong services growth offset by delayed projects and weaker demand, especially in Chemtech and China. This mixed performance highlights significant divergence between Sulzer's business units, suggesting the company faces ongoing sector- and region-specific challenges even as it reaffirms growth guidance. To understand how Sulzer's strong services division growth affects its investment outlook, we will explore...
SWX:LOGN
SWX:LOGNTech

What Do Logitech’s Recent Gains Signal for Investors in 2025?

If you have been following Logitech International or are considering adding it to your portfolio, you are not alone in wondering what comes next for this long-standing tech player. Logitech’s stock recently closed at $86.02, and although the past month brought a modest pullback of -2.8%, the year-to-date gain stands strong at 14.8%. If you widen the lens, the stock is up an impressive 102.7% over the last three years, a testament to market confidence as Logitech adapts to shifting workplace...
SWX:ABBN
SWX:ABBNElectrical

ABB (SWX:ABBN) Margin Expansion Reinforces Bullish Narrative Despite Slower Earnings Growth

ABB (SWX:ABBN) posted net profit margins of 12.5%, up from last year’s 11.8%, and has delivered average annual earnings growth of 22% over the past five years. However, the most recent year-over-year earnings growth trimmed to 9.8%, with future earnings now forecast to rise at 6.99% per year, which is notably trailing the Swiss market’s 10.8% average growth outlook. While investors can point to ABB’s strong ongoing profit and revenue growth as key rewards, the combination of moderating growth...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is Novartis Set for Growth After Three-Year 60% Share Price Surge?

If you are debating what to do with your Novartis shares or considering jumping in, you are not alone. The stock has been a topic of conversation among investors thanks to its impressive mix of stability and recent upward momentum. Just look at the numbers, and you will see Novartis is up 16.9% for the year to date and a striking 60.2% over three years. Shorter-term movement can be choppier, as seen in the last week’s modest 2.3% dip. This is hardly surprising given some pockets of cautious...