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Vallourec (ENXTPA:VK) is back on investors radar after naming former Verallia finance chief Nathalie Delbreuve as its new CFO. This leadership shift could subtly reshape capital allocation and balance sheet strategy. See our latest analysis for Vallourec. The timing of Delbreuve’s arrival comes as Vallourec’s share price return has softened in recent months, even though the three and five year total shareholder returns remain strongly positive. This suggests long term investors still see a...

Wondering if Organon at around $7 is a deep value opportunity or a value trap? You are not alone. This stock has quietly slipped onto a lot of bargain hunters' watchlists. Despite being down about 50.8% year to date and over the last 12 months, the share price has shown some short term resilience, with a 3.1% gain over the past week even after a soft 30 day move of -2.1%. Much of this volatility has been driven by shifting sentiment around its women’s health and biosimilars portfolio, as...

Keen Ocean International Holding (HKG:8070) has had a great run on the share market with its stock up by a significant...

Arch Capital Group Ltd. recently delivered mixed Q3 2025 results, with a 2.05% year-over-year revenue decline and written premium growth falling short of expectations amid slower mortgage and reinsurance markets. Despite this top-line pressure, analysts highlighted the company’s strong underwriting margins, growing net investment income, and solid return on equity as important supports for the business across its global insurance, reinsurance, and mortgage platforms. Next, we’ll examine how...

Royal Bank of Canada recently reported full-year 2025 results showing higher net interest income of C$33,000 million and net income of C$20,362 million, alongside capital actions including preferred share and AT1 note redemptions and new fixed-income offerings. The combination of stronger profitability, an improved CET1 ratio of 13.5%, and ongoing capital returns through buybacks and dividends underscores management’s focus on balance-sheet strength and shareholder distributions. With...

Earlier this week, Cipher Mining was lifted by a surge in bitcoin prices, a third consecutive Federal Reserve rate cut, and growing optimism around potential policy support for crypto miners and lower-cost power. Beyond short-term market relief, Cipher Mining’s push into more efficient, sustainable operations and flexible infrastructure could matter for how it competes as regulation, energy costs, and digital asset use evolve. Next, we’ll examine how the Fed’s latest rate cut and easier...

Thor Explorations’ President and CEO, Olusegun Lawson, recently presented at the Mines and Money @ Resourcing Tomorrow conference at London’s Business Design Centre, highlighting the company’s position in the West African gold sector. This high-profile conference appearance put Thor’s leadership and project story in front of a concentrated mining investor audience, potentially sharpening market focus on its growth plans and risk profile. We’ll now examine how Thor’s London conference...

Serendip Holdings Co.,Ltd. ( TSE:7318 ) shares have had a horrible month, losing 38% after a relatively good period...

Rithm Capital (RITM) is back in focus after a fresh wave of strategic moves, from buying Crestline and Sculptor to exploring a spin off of its origination and servicing operations. See our latest analysis for Rithm Capital. Despite the recent pullback in its 90 day share price return, Rithm’s steady year to date share price gain and strong multi year total shareholder returns suggest sentiment is still constructive as investors weigh these expansion moves and spin off optionality. If Rithm’s...

If you are wondering whether CrowdStrike Holdings is still worth buying after its huge run, or if the best days are already priced in, you are not alone. That is exactly what this breakdown will tackle. The stock has cooled off a bit in the last month, down about 7.0%, but it is still up 49.0% year to date and 350.2% over three years. This naturally raises the question of whether the current price fairly reflects its growth story. Recent headlines have focused on CrowdStrike's expanding role...

Wondering if Cognex at around $36.88 is a bargain in disguise or a value trap in plain sight? This article walks through what the numbers are really saying about the stock. Despite being up 3.3% year to date, Cognex shares have slipped 5.2% over the last week and 4.0% over the last month, capping off a much rougher 3-year slide of 23.6% and a 52.3% drop over 5 years that has clearly reset expectations. Recent moves have come as investors reassess machine vision and factory automation names...

Planet Labs PBC (PL) just posted another quarterly update with Q3 2026 revenue of about $81.3 million, basic EPS of roughly -$0.19, and trailing-12-month revenue sitting near $282.5 million alongside TTM EPS of around -$0.43. This keeps the profitability story clearly in the red even as the top line builds. The company has seen revenue move from about $61.3 million in Q3 2025 to $81.3 million in Q3 2026, while quarterly EPS has slid from roughly -$0.07 to -$0.19 over the same stretch,...

If you are wondering whether AeroVironment’s huge run makes it too late to buy, or if there is still value on the table, you are not alone. The stock has pulled back sharply in the short term, down 13.1% over the last week and 23.9% over the past month, but it is still up 59.6% year to date and 62.3% over the last year, with gains of 183.6% over three years and 192.3% over five. Behind these moves is a growing focus on AeroVironment’s role in unmanned aerial systems and defense technology,...

In early December 2025, Sprinklr reported third-quarter revenue of US$219.07 million and net income of US$2.9 million, alongside new fourth-quarter and full-year 2026 revenue guidance of US$216.5–217.5 million and US$853–854 million, respectively. Award recognition from ADWEEK and L’Oréal’s large-scale use of Sprinklr Advocacy, which generated very large organic impressions and a 4x return on investment, underline how major brands are using Sprinklr’s AI-native platform to run social media,...

Wells Fargo recently reached a US$33.00 million global settlement over lawsuits alleging it facilitated deceptive subscription schemes, while also issuing several new senior unsecured notes maturing between 2029 and 2040 and outlining plans to cut headcount as artificial intelligence is rolled out across its operations. A Wells Fargo survey shows Gen Z and Millennials rapidly shifting toward digital cash gifts and tips via platforms like Zelle, underscoring how changing customer payment...

Earlier this month, Realty Income Corporation declared a small increase in its monthly cash dividend to US$0.2700 per share, payable on January 15, 2026, for shareholders of record on December 31, 2025, lifting the annualized payout to US$3.240 per share. This 133rd dividend increase since its 1994 NYSE listing reinforces Realty Income’s reputation as “The Monthly Dividend Company” and underlines management’s confidence in the REIT’s recurring cash flows. Next, we’ll examine how this latest...

In recent days, Exosens and Theon International extended their long-term commercial agreement for Image Intensifier Tubes through 2030, while Theon also moved to raise about €150.07 million via a rights offering and reported a record €25 million order for its Harder Digital subsidiary. Together, the multi‑year supply extension and record backlog expansion underline Theon’s ambition to secure critical night‑vision components amid structurally tight global capacity. We’ll now examine how...

Atai Beckley N.V. recently announced that the United States Patent and Trademark Office has granted a new patent covering EMP-01, its oral R-MDMA candidate, with exclusivity expected through 2043. This expanded intellectual property protection strengthens Atai Beckley’s position in psychedelic therapeutics ahead of anticipated Phase 2a data in social anxiety disorder, due in early 2026. Next, we’ll examine how this extended EMP-01 patent protection shapes Atai Beckley’s investment narrative...

If you are wondering whether Allegion at around $164 a share is still a smart buy or if the easy gains are behind it, this breakdown will help you decide whether the current price makes sense. The stock is up 2.4% over the last week and 28.1% year to date, even after a modest 1.7% dip over the past month. This suggests that the market still sees solid long term potential in the story. Recent headlines have focused on Allegion expanding its presence in electronic and IoT enabled security...

Heineken N.V. has continued executing its €1.50 billion share buyback programme, repurchasing 178,442 shares between 1 and 5 December 2025 as part of the first €750.00 million tranche, while also announcing past and upcoming marketing and leadership moves including Alex Carreteiro’s appointment as Regional President Americas effective March 2026. These actions together highlight Heineken’s focus on capital return, premium and alcohol-free brand building, and consumer engagement experiments...

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...

Workday (WDAY) is back in the spotlight after a fresh upgrade to a Buy, with investors reassessing the stock as management lifts 2026 revenue guidance and leans into a sizable buyback. See our latest analysis for Workday. The upgrade lands after a choppy stretch, with the share price down around 11% year to date and a 1 year total shareholder return of roughly minus 18%. However, Workday’s solid three year total shareholder return of about 28% suggests longer term momentum is still intact as...

Recently, Centene was highlighted by Hotchkis & Wiley's Mid-Cap Value Fund for its leadership in managed Medicaid, while a Politico report indicated the White House intends to seek a two-year extension of Obamacare subsidies, supporting insurers focused on Affordable Care Act marketplaces. This combination of supportive policy signals and endorsement from a major institutional investor underscores how crucial government-backed programs are to Centene’s business model and future revenue...

On 9 December 2025, CorMedix director Steven W. Lefkowitz sold 40,000 shares of common stock for about US$475,200, leaving him with 80,498 shares, shortly after the company reported Q3 2025 earnings and revenue that significantly exceeded market forecasts. The combination of robust quarterly results and insider selling draws attention to how CorMedix’s recent operational momentum aligns with leadership’s portfolio decisions. With CorMedix’s Q3 earnings beating expectations, we’ll examine how...