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DoubleVerify Holdings (DV) is in focus after expanding its DV Authentic Attention product to TikTok, creating the first badged attention measurement partnership on the platform with direct impression level signals for advertisers. See our latest analysis for DoubleVerify Holdings. Despite this TikTok partnership and a recent senior hire from TikTok to lead EMEA, DoubleVerify’s 1 year total shareholder return of -45.37 percent and year to date share price return of -42.99 percent show...

With its stock down 6.0% over the past three months, it is easy to disregard GFL Environmental (TSE:GFL). However...

Ituran Location and Control (NASDAQ:ITRN) has had a great run on the share market with its stock up by a significant...

Key Insights Given the large stake in the stock by institutions, Hawkins' stock price might be vulnerable to their...

Immunovant (IMVT) just raised roughly $550 million in a follow on stock offering, selling 26.2 million shares at $21 each. This gives the company more breathing room heading into a potential IMVT-1402 launch. See our latest analysis for Immunovant. The raise comes as momentum in Immunovant’s share price has picked up again, with a 90 day share price return of more than 50 percent even though 1 year total shareholder return remains negative. If you are weighing Immunovant’s funding boost...

Earlier this week, Goldman Sachs initiated coverage on Cleanaway Waste Management with a Buy rating, emphasizing the company’s strong position in Australia’s waste ecosystem and its national operating scale. The broker’s focus on policy-driven recycling demand, efficiency improvements, new infrastructure, and recent acquisitions highlights how multiple growth levers could influence Cleanaway’s future earnings profile. We’ll now examine how Goldman Sachs’ focus on policy-led recycling demand...

FLSmidth (CPSE:FLS) climbed after ABG Sundal Collier lifted its rating to buy, highlighting expectations of healthier orders as metal prices rise and as the group moves beyond a restructuring phase. See our latest analysis for FLSmidth. The upgrade adds to a year where FLSmidth’s share price has delivered a solid year to date gain despite a softer 30 day share price return, while the three year total shareholder return nearly doubles investors’ money and signals that momentum is broadly...

On December 8, 2025, NETSTREIT Corp released an investor presentation highlighting its 99.9% occupancy rate, 9.9-year weighted average lease term, and balance sheet with low leverage and no intermediate-term debt maturities. This combination of near-full occupancy and limited refinancing needs underscores NETSTREIT’s focus on stable, long-duration cash flows and financial flexibility. We’ll now explore how NETSTREIT’s long lease terms and reduced refinancing risk may influence its existing...

Seatrium Limited and its consortium partner GE Vernova recently secured a major contract from European grid operator TenneT to deliver the BalWin5 offshore wind HVDC grid connection in Germany, including the design, construction, transportation, and installation of the offshore converter platform from its Singapore and Batam yards starting in 2026. This award, under a five-year repeatable framework, reinforces Seatrium’s push into offshore renewables infrastructure and adds further...

Bread Financial Holdings (BFH) has caught investors attention after a steady climb, with the stock up about 23% year to date and roughly 17% over the past month. Those gains invite a closer look. See our latest analysis for Bread Financial Holdings. The recent upswing fits into a broader recovery story, with a roughly 23% year to date share price return and a near doubling in three year total shareholder return. This suggests momentum is building as markets reassess its risk profile. If Bread...

If you are wondering whether Deckers Outdoor is a beaten down bargain or a value trap, you are in the right place. We are going to unpack what the current price is really implying. The stock has bounced about 5.3% over the last week and 22.5% over the past month, but that is still against a bruising year to date slide of roughly 50.4% and a 50.2% drop over the last 12 months, on the back of what had been strong 3 and 5 year gains of 61.1% and 102.1% respectively. Recent headlines have...

Swedish Orphan Biovitrum AB (Sobi) recently received a positive opinion from the EMA’s Committee for Medicinal Products for Human Use recommending marketing authorisation of Aspaveli (pegcetacoplan) to treat adults and adolescents with C3 glomerulopathy and primary immune-complex membranoproliferative glomerulonephritis across the European Union. If approved by the European Commission, Aspaveli would become the first authorised therapy for these rare, severe kidney diseases in patients 12...

Rusta (OM:RUSTA) just delivered a busy quarter, combining higher sales, stronger Q2 profits and fresh store openings with a full Nordic online rollout. This mix naturally puts the share in focus. See our latest analysis for Rusta. The market seems to be buying into that story, with the share price at SEK 82.05 after a punchy 1 month share price return of 25.84% and a 1 year total shareholder return of 16.50%. This suggests momentum is building as the earnings beat, new CEO announcement and...

Kitron (OB:KIT) has just coupled a string of sizeable defence contracts, worth 17 million, 19 million and 55 million euros, with upgraded revenue and margin ambitions that sketch a much larger business a few years out. See our latest analysis for Kitron. Those contracts and the upgraded roadmap help explain why Kitron’s 1 day share price return of 3.41 percent and year to date share price return of 97.94 percent sit alongside a powerful 1 year total shareholder return of 113.57 percent...

Earlier this week, HA Sustainable Infrastructure Capital, Inc. executed a fourth amendment to its credit agreement, expanding its revolving credit facility by US$100 million to US$1.65 billion through the accordion feature. This larger credit line increases the firm’s financial flexibility to fund climate-positive infrastructure projects while addressing investor focus on its already high leverage. We’ll now explore how this expanded revolving credit capacity shapes HA Sustainable...

Fortescue (ASX:FMG) is back on traders’ radars after punching up to a new 52 week high, helped by firmer iron ore prices and growing interest in its hydrogen based steelmaking partnership with Taiyuan. See our latest analysis for Fortescue. That move to A$22.98 caps a strong run, with a roughly 15% one month share price return and around 25% one year total shareholder return. This suggests momentum is building as investors re-rate Fortescue’s green iron and decarbonisation push. If...

Earlier this week, Shopify launched its Winter ’26 Edition, rolling out more than 150 updates including AI-powered tools, the Shopify Product Network, and Agentic Storefronts that let merchants sell directly inside AI platforms like ChatGPT, Perplexity, and Microsoft Copilot. These releases deepen Shopify’s role at the center of merchants’ operations by linking catalog discovery, cross-merchant product recommendations, and AI-driven shopping into a single, tightly integrated commerce...

Okta (OKTA) just delivered an earnings double punch, topping expectations for its third quarter and then raising revenue guidance for both the coming quarter and fiscal 2026, giving investors fresh numbers to reassess the stock. See our latest analysis for Okta. The upbeat guidance has helped extend Okta’s positive run, with a roughly mid teens year to date share price return and a solid multi year total shareholder return. This signals gradually improving sentiment rather than a speculative...

Bayer (XTRA:BAYN) has packed several clinical and regulatory milestones into just a few days, and the stock is now trading in the context of a much busier innovation story than markets saw earlier this year. See our latest analysis for Bayer. That flurry of trial starts and regulatory filings seems to be resonating with investors, with Bayer’s 1 month share price return of 32.45% feeding into an 87.38% year to date share price gain, even though the 3 year total shareholder return of negative...

Fastenal (FAST) has quietly outperformed many industrial names this year, up about 17% year to date despite a roughly 12% slide over the past 3 months. This has left investors reassessing its positioning. See our latest analysis for Fastenal. At a share price of $41.75, Fastenal’s recent pullback sits against a solid backdrop, with a year to date share price return of 17.42% and a three year total shareholder return of 87.65%. This suggests longer term momentum remains constructive even as...

If you are wondering whether Kinross Gold is still a smart buy after its huge run, or if you are turning up late to the party, this breakdown is designed to help you figure out what the current price really implies. The stock has climbed about 3.0% over the last week, 10.8% over the last month and 176.0% year to date, with a 177.1% gain over the past year and more than 600% over three years reshaping how the market views its prospects and risk profile. Recent moves in gold prices and...

YouTube has already begun allowing eligible US creators to receive their payouts in PayPal’s PYUSD stablecoin, extending PayPal’s crypto-enabled payout infrastructure onto one of the world’s largest creator platforms. This move materially broadens PYUSD’s real-world use cases and visibility, potentially deepening engagement across PayPal’s wider digital payments ecosystem as creators experiment with faster, flexible, on-chain payouts. We’ll now examine how YouTube’s PYUSD integration, and...

Helmerich & Payne (HP) just laid out its next chapter, with longtime CEO John Lindsay set to retire in March 2026 and President Trey Adams stepping up, a transition investors cannot ignore. See our latest analysis for Helmerich & Payne. The leadership handoff lands as momentum has picked up again, with a roughly mid teens 1 month share price return and a strong 90 day share price return. However, the 1 year total shareholder return remains modest and longer term gains are more muted,...

Caterpillar (CAT) has quietly turned into one of 2025’s standout Dow names, and the catalyst is not just more bulldozers. Its stock run is being powered by old school infrastructure and new AI infrastructure demand. See our latest analysis for Caterpillar. That surge is showing up clearly in the chart, with a roughly 10% 1 month share price return and a powerful year to date share price return of about 74 percent adding to an impressive 5 year total shareholder return near 284 percent. At the...