TSX:BITF
TSX:BITFSoftware

Assessing Bitfarms (TSX:BITF) Valuation After Strong Multi‑Year Returns and Recent Share Price Volatility

Bitfarms (TSX:BITF) has quietly become a high beta way to express a view on bitcoin, with the stock swinging from a strong past 3 months to a weaker recent month of trading. See our latest analysis for Bitfarms. Zooming out, that weak recent stretch comes after a powerful run. The 90 day share price return of 84.93 percent and three year total shareholder return of 495.59 percent suggest long term momentum is still very much intact despite short term volatility. If Bitfarms has you thinking...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer (ENXTAM:WKL): Revisiting Valuation After Launch of AI-Powered SteuerSparErklärung Online in Germany

Wolters Kluwer (ENXTAM:WKL) just rolled out SteuerSparErklärung Online in Germany, a browser based tax filing platform that uses its AI assistant Alma to simplify the entire return process for everyday users. See our latest analysis for Wolters Kluwer. Despite this kind of product innovation, Wolters Kluwer’s share price has had a tough stretch, with a steep year to date share price decline and weaker one year total shareholder return. However, the five year total shareholder return remains...
ASX:LTR
ASX:LTRMetals and Mining

Liontown Resources (ASX:LTR): Valuation Check After New Canmax Offtake Deal Expands Lithium Supply Commitments

Liontown (ASX:LTR) has grabbed attention after signing a binding offtake deal with Canmax Technologies, locking in spodumene concentrate supply for 2027 and 2028 and deepening its ties into the global battery supply chain. See our latest analysis for Liontown. The market seems to like the story, with a 45.10% 1 month share price return and a 159.65% year to date share price return contributing to a 142.62% 1 year total shareholder return. This suggests strong momentum despite a weaker 3 year...
NYSE:COMP
NYSE:COMPReal Estate

Compass (COMP): Reassessing Valuation After Barclays Upgrade and HOUS Acquisition Optimism

Barclays has taken a more constructive view on Compass, upgrading the stock after highlighting expected benefits from its HOUS acquisition, an improved pitch to agents, and potential upside as existing home sales gradually recover. See our latest analysis for Compass. That backdrop helps explain why momentum in Compass shares has been building, with a 21.87% 1 month share price return, a 79.66% year to date share price return, and a striking 294.70% 3 year total shareholder return, even...
NYSE:PPG
NYSE:PPGChemicals

PPG Industries (PPG): Assessing Valuation After Recent Share Price Pullback and Modest Growth

PPG Industries (PPG) has been drifting lower this year, even as its latest annual results showed steady revenue and earnings growth. That disconnect is what has investors revisiting the coatings giant’s valuation today. See our latest analysis for PPG Industries. Despite a recent 1 month share price return of 4.28 percent, PPG is still down 13.04 percent year to date and its 1 year total shareholder return of negative 18.79 percent underlines that momentum has been fading as investors...
ASX:AYA
ASX:AYAHealthcare Services

Assessing Artrya (ASX:AYA)’s Valuation After Its New Three-Year U.S. Hospital Agreement

Artrya (ASX:AYA) has secured a three year commercial agreement to deploy its Salix platform across Northeast Georgia Health System, providing at least A$300,000 in revenue with additional potential from per scan fees. See our latest analysis for Artrya. The announcement appears to have accelerated an already powerful trend, with a 7 day share price return of 25.56 percent contributing to a 533.87 percent year to date share price return and a 727.37 percent 1 year total shareholder return...
NYSE:LBRT
NYSE:LBRTEnergy Services

Liberty Energy (LBRT): Revisiting Valuation After Fresh Bullish Analyst Coverage Boosts Sentiment

Liberty Energy (LBRT) is back in the spotlight after UBS kicked off coverage with a bullish stance, adding its voice to upbeat views from Citigroup and RBC Capital and sharpening investor focus on the stock. See our latest analysis for Liberty Energy. Those bullish calls land as Liberty Energy trades around $19.40, with a strong 90 day share price return of 93.61 percent contrasting with a softer year to date share price return and a still solid 1 year total shareholder return of 14.10...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Cogent Biosciences (COGT): Valuation Check After Positive APEX Part 2 Trial Results for Bezuclastinib

Cogent Biosciences (COGT) just cleared an important de risking step by reporting positive APEX Part 2 data for bezuclastinib in advanced systemic mastocytosis, which now underpins its planned FDA filing in 2026. See our latest analysis for Cogent Biosciences. Those APEX and SUMMIT readouts have clearly shifted how investors see Cogent’s risk profile, with a roughly 172 percent 1 month share price return and a 417 percent year to date share price return suggesting momentum is firmly building...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

The Bull Case For Dorchester Minerals (DMLP) Could Change Following Distribution Hike And Insider Buying Wave

Beacon Pointe Advisors LLC recently disclosed a new position in Dorchester Minerals, L.P. worth about US$1.14 million, coinciding with the partnership’s decision to lift its quarterly distribution to a yield of around 12.0% and fresh insider share purchases by the CEO and a director. This combination of higher income payouts, institutional capital inflows, and insider buying has drawn attention to how Dorchester Minerals’ management and professional investors view the partnership’s prospects...
TSE:7912
TSE:7912Commercial Services

Dai Nippon Printing (TSE:7912): Valuation Check After 10nm NIL Breakthrough Challenges Costly EUV Lithography

Dai Nippon Printing (TSE:7912) just caught semiconductor investors attention with a new nanoimprint lithography template that patterns circuits at 10 nanometers, a potential alternative to more expensive, power hungry EUV tools. See our latest analysis for Dai Nippon Printing. The announcement lands after a steady rerating, with a 17.5% year to date share price return and a powerful 203% five year total shareholder return suggesting momentum has been quietly building rather than fading. If...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

Is SiTime (SITM) Quietly Redefining Its Moat With Ultra-Resilient GNSS-Denied Timing Technology?

In early December 2025, SiTime Corporation launched its Endura ENDR-TTT Super-TCXO, an ultra-stable, low-power oscillator engineered to extend GNSS holdover, improve spoofing resistance, and withstand extreme temperatures and shock for aerospace, defense, and industrial timing applications. By offering much longer holdover, far better PNT accuracy, and sharply reduced g-sensitivity versus quartz, the new oscillator aims to address mission-critical timing needs where GNSS signals are...
ENXTPA:AI
ENXTPA:AIChemicals

Hyundai Hydrogen Mobility Expansion Might Change The Case For Investing In L'Air Liquide (ENXTPA:AI)

Earlier in December 2025, Hyundai Motor Group renewed and expanded its memorandum of understanding with Air Liquide to build out hydrogen supply chains and mobility infrastructure across Europe, South Korea and the US, with a strong focus on heavy-duty transport and public transit fleets. This broader collaboration positions Air Liquide more firmly at the center of emerging hydrogen ecosystems, potentially deepening its role in large-scale fuel cell deployment and long-term clean energy...
NYSE:AVTR
NYSE:AVTRLife Sciences

Avantor (AVTR): Revisiting Valuation After Prolonged Share Price Weakness

Recent Stock Performance and Context Avantor (AVTR) has been grinding lower, with the stock down about 2% on the day and roughly 17% over the past 3 months, extending a much longer slide. See our latest analysis for Avantor. The latest pullback leaves Avantor’s share price at $10.71, and that weak near term share price return sits on top of a much steeper year to date share price decline. This suggests momentum is still fading as investors reassess growth versus execution risk. If you are...
ASX:NSR
ASX:NSRSpecialized REITs

Valuation Check on National Storage REIT (ASX:NSR) After Its Recent Strong Share Price Run

National Storage REIT (ASX:NSR) has quietly put together an impressive run, with the stock climbing about 23% over the past month and 24% over the past year, comfortably outpacing the broader market. See our latest analysis for National Storage REIT. That strong 30 day share price return sits on top of a solid year of compounding gains, with a 12 month total shareholder return in the mid 20s suggesting momentum is still building as investors warm to its growth and income mix around A$2.79. If...
NYSE:ALEX
NYSE:ALEXREITs

Alexander & Baldwin (ALEX): Reassessing Valuation After a Recent 19% Share Price Slide

Alexander & Baldwin (ALEX) has quietly slid about 19% over the past 3 months, putting the Hawaii focused REIT back on value investors’ radar as they weigh its income profile against relatively softer growth. See our latest analysis for Alexander & Baldwin. That recent slide sits against a longer history where the 1 year total shareholder return is negative, even though the 5 year total shareholder return is still positive. This suggests momentum has cooled as investors reassess growth and...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Still Undervalued After Its Recent Share Price Rebound?

Boeing (BA) shares have been grinding higher recently, and the move has investors asking whether this is just a relief rally or the start of a more durable recovery in the aerospace cycle. See our latest analysis for Boeing. At a latest share price of $206.27, Boeing’s recent 7 day share price return of 10.62 percent and 1 year total shareholder return of 31.35 percent suggest momentum is rebuilding after a softer 90 day share price return of negative 10.13 percent. If Boeing’s rebound has...
NYSE:USPH
NYSE:USPHHealthcare

Is U.S. Physical Therapy’s (USPH) Recent Rebound Enough to Justify Its Valuation Reset?

U.S. Physical Therapy (USPH) has quietly moved higher over the past week, and that modest rebound stands out against a tougher past 3 months, inviting a closer look at what the market is pricing in. See our latest analysis for U.S. Physical Therapy. That recent 7 day share price return of 2.6% only slightly dents a much weaker year to date. With the 1 year total shareholder return down nearly 20%, momentum still looks more like a reset than a full recovery. If this kind of healthcare name is...
TSE:7974
TSE:7974Entertainment

Is Nintendo (TSE:7974) Turning Brand Collaborations Into a Durable Consumer Engagement Engine?

Ferrero’s Kinder Joy recently launched its Super Mario Collection in collaboration with Nintendo in the U.S., offering 26 different Super Mario-themed toys inside Kinder Joy eggs from December through April 2026. The tie-up extends Nintendo’s Super Mario franchise more deeply into everyday snacking and collectibles, potentially reinforcing brand engagement among both families and nostalgic adult fans. We’ll now look at how this Kinder Joy Super Mario collaboration, by deepening franchise...
NYSE:ACVA
NYSE:ACVACommercial Services

ACV Auctions (ACVA): Valuation Check After AI Inspection Rollout and Commercial Expansion News

ACV Auctions (ACVA) has been in focus after rolling out AI powered inspection tools and accelerating its commercial expansion, a combination that could reshape how dealers source, evaluate, and move used vehicles on its marketplace. See our latest analysis for ACV Auctions. Despite the buzz around its AI inspections and yard expansion, ACV Auctions’ 1 month share price return of 50.37% comes after a tough stretch, with its 1 year total shareholder return still down 63.34%. This suggests that...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Is Palantir (PLTR) Quietly Repositioning Its AI Platform From Defense Specialist To Infrastructure Backbone?

In recent days, Northslope, Teton Ridge, and other partners have deepened their work with Palantir, while the company unveiled its Chain Reaction operating system to tackle AI’s power and compute bottlenecks across energy, grid, and data-center infrastructure, alongside expanding real-time AI collaborations with NVIDIA. These moves highlight how Palantir is pushing its AI platforms into both niche arenas like rodeo sports and mission-critical infrastructure, widening the range of problems...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Why Structure Therapeutics (GPCR) Is Up 102.4% After Positive Phase 2 Data For Oral GLP-1 Aleniglipron

On December 8, 2025, Structure Therapeutics reported positive topline Phase 2 data for its oral GLP-1 agonist aleniglipron in obesity, showing clinically meaningful, statistically significant weight loss and a safety profile aligned with the drug class across multiple ACCESS studies and an open-label extension. A key insight is that aleniglipron’s once-daily oral, nonpeptide design and lower 2.5 mg starting dose strategy may directly address tolerability and accessibility challenges seen...
LSE:BATS
LSE:BATSTobacco

British American Tobacco (LSE:BATS): Reassessing Valuation After a Strong 12-Month Share Price Rebound

British American Tobacco (LSE:BATS) has quietly delivered a solid rebound this year, with the share price up around 46% year to date and roughly 56% over the past 12 months. See our latest analysis for British American Tobacco. That upswing has added to a much stronger backdrop, with a 12 month total shareholder return of 55.54% suggesting investors are reassessing the risk profile and cash flow resilience of the business. This comes even as the latest share price sits at $43.17. If BATS has...