NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Bel Fuse (BELF.A): Assessing Valuation After a Strong Multi‑Month Share Price Rally

Bel Fuse (BELF.A) has quietly put up a strong run lately, with the stock gaining about 22% over the past month and more than 31% in the past 3 months. See our latest analysis for Bel Fuse. Zooming out, the recent rally fits into a much bigger move, with a strong year to date share price return helping push Bel Fuse to around $155.40 as investors warm to its growth trajectory and reassess risk. If Bel Fuse’s momentum has you rethinking your tech exposure, it might be a good moment to scan...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Does SkyWest Still Offer Value After Its 495% Three Year Surge?

If you have been wondering whether SkyWest at around $107 a share is still good value after its big comeback, you are not alone. This article is designed to walk you through that question step by step. The stock has climbed 5.2% over the last week, 10.6% over the past month, and 495.2% over three years, which naturally raises the question of how much upside, or downside, might be left from here. Recently, investors have been focused on SkyWest’s progress in rebuilding regional capacity and...
TSX:MDI
TSX:MDIMetals and Mining

Major Drilling (TSX:MDI) Revenue Growth Reinforces Bullish Narratives Despite Thin Margins

Major Drilling Group International (TSX:MDI) has posted a solid Q2 2026 print, with revenue of about CA$244.1 million and EPS of roughly CA$0.17 setting the tone for its latest update. The company has seen revenue climb from CA$160.7 million in Q3 2025 to CA$187.5 million in Q4 2025, then to CA$226.6 million in Q1 2026 and now CA$244.1 million. Quarterly EPS has moved from a loss of about CA$0.11 in Q3 2025 to CA$0.01 in Q4 2025, CA$0.12 in Q1 2026 and CA$0.17 this quarter, giving investors a...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (NYSE:MANU) Q1 Loss Deepens, Testing Turnaround Profitability Narrative

Manchester United (NYSE:MANU) opened Q1 2026 with revenue of about £140.3 million and a basic EPS of roughly -£0.04, alongside net income of around -£6.6 million, keeping the club in loss-making territory even as it reports another busy quarter of activity. The club has seen quarterly revenue move between roughly £143.1 million and £198.7 million over the past year while EPS has swung from £0.01 to as low as about -£0.16, which sets up a narrative where a growing top line and negative EPS...
NYSE:BE
NYSE:BEElectrical

Has Bloom Energy’s 366% Surge Left Any Upside in 2025?

Wondering if Bloom Energy is still worth buying after its massive run up, or if the easy money has already been made? Let us break down what the recent action really implies for its underlying value. Despite a sharp pullback over the last week and month, with returns of -7.7% over 7 days and -14.2% over 30 days, the stock is still up an eye catching 366.4% year to date and 339.3% over the past year, with multi year gains above 300%. These swings have come as investor attention has shifted...
ASX:RWC
ASX:RWCBuilding

Does Reliance Worldwide’s (ASX:RWC) Pay Revolt Reveal Deeper Questions About Management Alignment?

In recent weeks, Reliance Worldwide’s AGM outcomes have drawn attention as nearly 2 million performance rights lapsed, shareholders delivered a second strike against the remuneration report, and the CEO received a new long-term equity incentive grant. This combination of unmet performance hurdles and visible shareholder pushback on pay has intensified scrutiny of the company’s governance and management alignment with investors. We’ll now examine how this governance tension, especially the...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Should Payoneer’s AI Fraud Upgrade With Oscilar Require Action From Payoneer Global (PAYO) Investors?

Payoneer recently announced a partnership with Oscilar, integrating its AI- and machine-learning-based fraud and risk intelligence platform across Payoneer’s core global payment systems to improve predictive monitoring and automation. This upgrade in fraud prevention aims to tighten risk controls while keeping customer interactions smooth, which could strengthen Payoneer’s competitive position in cross-border payments for small and medium-sized businesses. Next, we’ll examine how Payoneer’s...
NYSE:AMTM
NYSE:AMTMProfessional Services

Assessing Amentum (AMTM) Valuation After Major CTRIC IV and DISA Contract Wins

Amentum Holdings (AMTM) just added another long term growth lever, landing a prime spot on the Defense Threat Reduction Agency's $3.5 billion CTRIC IV program alongside a fresh $120 million DISA computing services win. See our latest analysis for Amentum Holdings. Those twin defense wins seem to be feeding into the story, with the latest share price at $30.13 and a punchy 1 month share price return of 31.23% capping a 39.10% year to date share price gain. This suggests momentum is building as...
TSX:ELVA
TSX:ELVAElectrical

Electrovaya (TSX:ELVA) Profit Turnaround Fuels Bullish Narratives Despite Near-99x P/E Valuation

Electrovaya (TSX:ELVA) just capped FY 2025 with fourth quarter revenue of about $20.5 million and basic EPS of roughly $0.05, underscoring a clean finish to a year in which trailing twelve month revenue reached about $63.8 million and EPS came in at roughly $0.09. The company has seen quarterly revenue move from about $11.6 million in Q4 2024 to $20.5 million in Q4 2025, while quarterly EPS shifted from roughly $0.00 to about $0.05 over the same stretch, pointing to a business that is now...
NYSE:GS
NYSE:GSCapital Markets

Is Goldman Sachs (GS) Quietly Rewriting Its Investment Narrative Around AI, Fee Income And Funding Mix?

In recent days, Goldman Sachs has issued a series of fixed-income securities, including new callable senior notes across multiple maturities and a zero-coupon senior unsecured MTN, while also hosting its GS Asia Tech Tour conference and advancing acquisition plans for defined-outcome ETF provider Innovator Capital Management. Together with the launch of its firm-wide OneGS 3.0 AI program, these moves highlight Goldman’s push to deepen fee-based, technology-enabled businesses and diversify...
NYSE:AME
NYSE:AMEElectrical

Assessing AMETEK (AME) Valuation After BofA ‘US 1 List’ Reaffirmation and Improving Short-Interest Sentiment

AMETEK (AME) just earned another year on BofA’s closely watched US 1 List, and its short interest ticked down. Together these moves underscore a market that is gradually leaning more optimistic on the stock. See our latest analysis for AMETEK. At a latest share price of $203.84, AMETEK’s steady year to date share price return and strong multi year total shareholder returns suggest momentum is quietly building as investors price in consistent growth and lower perceived risk. If AMETEK’s steady...
TSX:FTS
TSX:FTSElectric Utilities

Fortis (TSX:FTS) Valuation Check After Capital Plan Boost, Earnings Growth and Dividend Increase

Fortis (TSX:FTS) is back in the spotlight after Q3 results showed rate base growth humming along, an 11% bump in its multi year capital plan, and another uptick in the dividend. See our latest analysis for Fortis. Those steady updates on capital spending and dividends seem to be filtering into the market, with Fortis’s share price at $69.25 and a robust year to date share price return of 16.15%, translating into a 19.35% one year total shareholder return and signalling gradually improving...
ASX:ARG
ASX:ARGCapital Markets

Does Argo’s 5% Share Buyback Plan (ASX:ARG) Reshape Its Capital Allocation Narrative?

Argo Investments Limited (ASX:ARG) recently announced a share buyback program authorizing the repurchase of up to 35,018,817 shares, or 5% of its 760,112,620 shares on issue, for capital management purposes through to December 31, 2025. This board-approved capital management move is important because it can reduce the share count over time and signals confidence in the company’s balance sheet strength. We’ll now explore how Argo’s decision to repurchase up to 5% of its shares shapes the...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Sezzle (SEZL) Joins S&P SmallCap 600: A Fresh Look at Whether the Stock Still Trades Below Fair Value

Sezzle (SEZL) just earned a spot in the S&P SmallCap 600, a move that is drawing fresh attention because index funds tracking it will now have to buy the stock, which could potentially lift trading volumes. See our latest analysis for Sezzle. The index news lands on top of an already strong run, with Sezzle’s share price at $73.85 and a year to date share price return of 62.43 percent, despite a weaker 90 day share price return of negative 17.27 percent. This suggests momentum is being tested...
NasdaqGS:SVRA
NasdaqGS:SVRABiotechs

Savara (SVRA) Is Up 8.9% After European Patent Boost For MOLBREEVI Nebulized Therapy

Savara Inc. recently announced that the European Patent Office intends to grant a patent covering the liquid formulation of MOLBREEVI, its orally inhaled GM-CSF therapy delivered via the eFlow Nebulizer System for the rare lung disease autoimmune pulmonary alveolar proteinosis. This prospective patent, alongside multiple expedited and orphan designations in the U.S., EU and U.K., could materially extend MOLBREEVI’s protection and enhance the company’s respiratory disease franchise if...
NYSE:CB
NYSE:CBInsurance

SuretyBind Digital Platform Initiative Could Be A Game Changer For Chubb (CB)

Earlier this week, Chubb, The Hartford, Liberty Mutual and Travelers jointly formed SuretyBind, LLC, a technology company creating a shared digital infrastructure to modernize the surety market’s data transmission and digital bond execution. This collaboration highlights how leading surety providers are pooling technology resources to streamline bond workflows, enhance verification, and reduce fraud risk across the entire ecosystem. We’ll now explore how Chubb’s role in building this shared...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple (AAPL) Valuation Check as AI Push, Google Deal Prospects and iPhone 17 Cycle Lift Expectations

Apple (AAPL) is leaning hard into its next act, with a reshuffled AI leadership team, a potential Google partnership on deck for 2026, and iPhone 17 demand helping the stock recover after a choppy start. See our latest analysis for Apple. The share price has climbed to $278.03 with a strong 90 day share price return of 18.78%, and a hefty five year total shareholder return of 121.92% signals that momentum around Apple’s AI reset and iPhone 17 cycle is still building rather than fading. If...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Valuation Check as New AIVista Unit and Photonic AI Breakthrough Expand Its Tech Ambitions

NTT (TSE:9432) is stepping up its AI ambitions, launching NTT DATA AIVista in Silicon Valley under CEO Dr. Bratin Saha, while its labs showcase a new photonic processor for optical neural network inference. See our latest analysis for NTT. Despite the buzz around AIVista and its photonic processor breakthrough, the latest share price of ¥155.1 comes with a modest year to date share price return of around negative 1 percent. The five year total shareholder return of roughly 71 percent suggests...
TSX:GRGD
TSX:GRGDSpecialty Retail

Is Special Dividend And Upgraded Sales Guidance Altering The Investment Case For Groupe Dynamite (TSX:GRGD)?

Groupe Dynamite Inc. recently reported third-quarter 2025 results showing strong year-over-year increases in sales to C$362.97 million and net income to C$81.51 million, alongside a one-time special cash dividend of C$2.30 per share payable on December 29, 2025. Together with upgraded full-year guidance for comparable store sales growth, these results highlight both robust operating momentum and management’s willingness to return excess cash to shareholders through a sizable special...
NYSE:SE
NYSE:SEMultiline Retail

Sea (SE) Is Down 6.5% After Short Interest Drops Amid Reaccelerating E-Commerce And Fintech Momentum

In recent days, Sea reported one of its strongest quarters in years, with accelerating e-commerce activity, rapid fintech scaling, and a gaming arm returning to high growth, while short interest as a share of float fell meaningfully below peer levels. This combination of improving business momentum and declining bearish positioning indicates growing confidence in Sea’s core franchises across online retail, digital finance, and gaming. With short interest receding as Sea’s operations gain...