ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

Exosens (ENXTPA:EXENS) Valuation After Extending Theon Deal and Locking In Higher Night Vision Demand Through 2030

Exosens (ENXTPA:EXENS) just locked in a longer runway with Theon International by extending their image intensifier supply deal through 2030, turning future options into firm orders and backing ongoing capacity expansion. See our latest analysis for Exosens. The deal lands while Exosens trades around €48.9, after a powerful year to date share price return of 154.24 percent and a 1 year total shareholder return of 166.59 percent, suggesting momentum is still firmly building as investors...
NasdaqGS:ARCB
NasdaqGS:ARCBTransportation

ArcBest (ARCB): Valuation Check After Expanded Credit Facility Boosts Financial Flexibility

ArcBest (ARCB) just refreshed its core revolving credit facility, extending its life to 2030 while boosting letter of credit capacity. This move quietly expands the company’s financial flexibility for the next phase of growth. See our latest analysis for ArcBest. The refreshed credit facility lands while the stock is trying to stabilize, with a recent 1 month share price return of 5.32 percent but a weak year to date share price return of 24.05 percent decline and a 1 year total shareholder...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia (NVDA): Reopened China AI Chip Sales Prompt Fresh Look at Premium Valuation and Growth Expectations

Nvidia (NVDA) just got a key door reopened, with Washington clearing its H200 AI chips for approved Chinese customers in exchange for a 25% revenue cut, after direct talks between President Trump and CEO Jensen Huang. See our latest analysis for NVIDIA. The policy shift comes as NVIDIA’s 33.7% year to date share price return contrasts with a recent 7.1% one month pullback, while a huge five year total shareholder return above 1,300% shows long term momentum is still firmly intact. If this...
TSX:III
TSX:IIIMetals and Mining

Imperial Metals (TSX:III): Valuation Check After Strong 2025 Huckleberry Drilling Results and Share Price Surge

Imperial Metals (TSX:III) just reported that every one of the nine drillholes from its 2025 Huckleberry diamond drilling program hit copper, molybdenum, silver, and gold, a clean and data rich outcome for mine planning. See our latest analysis for Imperial Metals. The market seems to be noticing this steady stream of positive drilling news, with the share price at CA$7.98 and a roughly 318% year to date share price return helping drive a powerful upswing in long term total shareholder...
NasdaqGS:PLTK
NasdaqGS:PLTKEntertainment

Playtika (PLTK) Valuation Check After Q3 Direct-to-Consumer Records and Fresh Analyst Targets

Playtika Holding (PLTK) just posted fiscal Q3 results that spotlight record direct to consumer revenue, powered by Bingo Blitz and June’s Journey, and the stock’s reaction says investors are reassessing its long term cash engine. See our latest analysis for Playtika Holding. That backdrop helps explain why, even with the share price sitting around $4.30 and a steep year to date share price return of roughly negative 38 percent plus a one year total shareholder return near negative 43 percent,...
TSX:DSV
TSX:DSVMetals and Mining

Does Eric Sprott Exiting Insider Status Recast the Ownership Story for Discovery Silver (TSX:DSV)?

Discovery Silver Corp. recently reported that significant shareholder Eric Sprott, via Sprott Mining Inc., sold 1.40 million shares on the Toronto Stock Exchange, trimming his stake to about 9.99% and ending his insider status with the company. This shift removes a high-profile resource investor from Discovery Silver’s insider roster, potentially changing how some investors interpret future ownership disclosures and voting influence. We’ll now examine how Eric Sprott’s move below the insider...
TSX:ELD
TSX:ELDMetals and Mining

Did Higher Lamaque Reserves and 5% P&P Growth Just Shift Eldorado Gold's (TSX:ELD) Investment Narrative?

Eldorado Gold recently released updated mineral reserve and resource estimates as of September 30, 2025, reporting Proven and Probable gold reserves of 12.5 million ounces, around 5% higher than its prior statement and the highest level since acquiring the assets in 2017, with key updates across Lamaque, Perama Hill, Skouries, Olympias, and Kışladağ. The new reserve figures emphasize the long-term potential of the Lamaque Complex, where two underground mines offer strong conversion prospects...
NYSE:VOYA
NYSE:VOYADiversified Financial

Voya Financial (VOYA) Valuation Check as $150 Million Share Buyback Plan Set for Early 2026

Voya Financial (VOYA) is putting real money behind its outlook by laying out plans to repurchase up to $150 million of stock in early 2026, a capital return move investors tend to watch closely. See our latest analysis for Voya Financial. The buyback news lands as Voya’s 1 day share price return of 2.25 percent lifts the stock to 71.26 dollars, while a 5 year total shareholder return of 35.7 percent points to steady but not explosive momentum. If this capital return story has you thinking...
NYSE:MKL
NYSE:MKLInsurance

Markel (MKL) Valuation Update as Underwriting Discipline, Specialty Focus and Global Expansion Reshape Its Growth Story

Markel Group (MKL) is back in the spotlight after doubling down on underwriting discipline, exiting money losing reinsurance, and leaning harder into higher margin specialty lines, all while its international footprint quietly becomes a real growth driver. See our latest analysis for Markel Group. Those moves seem to be landing well, with the share price at $2,068.26 and a strong year to date share price return of 20.43% pointing to building momentum. The five year total shareholder return of...
TSX:LUG
TSX:LUGMetals and Mining

Will Lundin Gold’s (TSX:LUG) Aggressive 2026 Outlook and Record Exploration Spend Shift Its Narrative?

Lundin Gold recently released its 2026 and multi-year outlook, targeting 475,000–525,000 ounces of gold production from its Fruta del Norte mine in Ecuador, alongside US$75–US$90 million of sustaining capital and plans to evaluate expanding mine and mill capacity beyond 5,500 tonnes per day. The company also launched its largest-ever US$85 million exploration program, with 133,000 meters of drilling aimed at extending mine life and unlocking new growth options beyond its current production...
TSE:8012
TSE:8012Trade Distributors

Nagase’s Aggressive Profit-Return and Buyback Plan Might Change The Case For Investing In Nagase (TSE:8012)

Nagase & Co., Ltd. recently completed the repurchase of 1,361,600 of its own shares through the Tokyo Stock Exchange’s ToSTNeT-3 system, as part of its broader capital management efforts. This buyback forms a core element of Nagase’s Medium-Term Management Plan ACE 2.0, which targets returning 100% of profits to shareholders over two years and signals a clear shift in its shareholder returns policy. We’ll now examine how this profit-return commitment and share repurchase program shapes...
TSE:7846
TSE:7846Commercial Services

Assessing Pilot (TSE:7846) After Completing Its 1.3 Million Share Buyback: What Does the Valuation Say?

Pilot (TSE:7846) just wrapped up its latest share buyback, retiring over 1.3 million shares under the program that closed on November 28, 2025. This move tightens the share base for remaining investors. See our latest analysis for Pilot. That buyback has come on the heels of a steady grind higher, with a year to date share price return of 3.59% and a five year total shareholder return of 78.34%. This suggests that long term momentum remains intact even as short term trading stays relatively...
TSE:4151
TSE:4151Pharmaceuticals

KOMZIFTI Menin Inhibitor Data Might Change The Case For Investing In Kyowa Kirin (TSE:4151)

Kura Oncology and Kyowa Kirin recently reported new Phase 1a/1b data showing that KOMZIFTI (ziftomenib), combined with venetoclax and azacitidine, produced encouraging antileukemic activity and a favorable safety profile in patients with acute myeloid leukemia harboring NPM1 mutations or KMT2A rearrangements, with results presented at the 67th ASH Annual Meeting. An important insight is that these findings support ongoing registrational trials that aim to position KOMZIFTI as a core menin...
OM:SECT B
OM:SECT BHealthcare Services

Will New NHS Cloud Wins and Pathology Deal Change Sectra's (OM:SECT B) As-a-Service Narrative?

Sectra recently secured a multi-year deal to provide its Sectra One Cloud enterprise imaging service to four NHS trusts, alongside a 7-year SEK 37.5 MSEK digital pathology contract in Sweden and a new AI-enabled reporting solution launch in the US. Together, these wins highlight how Sectra is deepening long-term, cloud-based relationships across major healthcare systems while layering in workflow and AI tools that can increase customer stickiness. We’ll now examine how expanding Sectra One...
NasdaqGS:REG
NasdaqGS:REGRetail REITs

Regency Centers (REG): Has the 6% Share Price Dip Opened a Valuation Opportunity?

Regency Centers (REG) has quietly slipped about 6 % this year, even as its grocery anchored shopping centers keep delivering steady revenue and earnings growth. That disconnect is exactly what makes the stock interesting now. See our latest analysis for Regency Centers. Despite the recent slide, including a 30 day share price return of about minus 3 percent and a year to date share price return of roughly minus 6 percent, longer term total shareholder return near 73 percent over five years...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

How Fortinet’s New Climb Channel Partnership (FTNT) Could Reshape Its Long‑Term Growth Story

On 1 December 2025, Climb Channel Solutions announced a new partnership with Fortinet, adding Fortinet’s enterprise-grade cybersecurity products to its curated reseller-focused distribution portfolio. This alliance broadens access to Fortinet’s security platform through Climb’s specialized channel support and marketing services, potentially reinforcing Fortinet’s position within value-added reseller ecosystems. We’ll now examine how this expanded reseller distribution access through Climb...