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Guidance highlights for IMCIVREE driven revenue Rhythm Pharmaceuticals (RYTM) recently issued preliminary 2025 guidance that puts IMCIVREE at the center of the story, with management flagging sharp year over year gains in both quarterly and full year net product revenue. The company expects IMCIVREE net product revenue of about US$57 million for the fourth quarter of 2025, based on unaudited figures, which it says is an 11% sequential increase versus the third quarter. For the full year 2025,...

Earlier this month, UBS reported that Universal Health Services’ management expects no material impact from New York’s new Medicaid restrictions and the company extended CEO Marc D. Miller’s contract through 2029 with an updated base salary and performance-based bonus structure. This combination of limited exposure to a policy headwind affecting peers and clear leadership continuity offers investors additional context on UHS’s operating risk profile and governance stability. Next, we’ll...

Why CareTrust REIT’s latest expansion and leadership moves matter for investors CareTrust REIT (CTRE) has expanded its portfolio with a US$142 million acquisition of six Mid Atlantic skilled nursing facilities, while also announcing a series of senior promotions and new hires across investments, asset management and data. The acquired facilities, totaling 532 licensed beds, are leased to a new tenant under a long term triple net structure with inflation based rent escalators and renewal...

As the Middle East market experiences a notable rebound, with Saudi Arabia's bourse recovering and Egypt's index reaching record highs, investors are increasingly drawn to the region's potential amidst supportive macroeconomic conditions and liberalized capital markets. In this dynamic environment, identifying promising stocks involves looking for companies that can capitalize on economic reforms and increased foreign investment while demonstrating resilience in sectors benefiting from...

What underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Carel Industries S.p.A. ( BIT:CRL ), might not be a large cap stock, but it saw a double-digit share price rise of over...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

NovaBay Pharmaceuticals (NBY) has reshaped its story with a private placement of pre funded warrants totaling about US$134 million, largely paid in digital assets, and a pivot toward a SKY token focused treasury model. See our latest analysis for NovaBay Pharmaceuticals. The financing news comes after a very sharp 30 day share price return of 178.68% and a very large 1 year total shareholder return, although the 3 and 5 year total shareholder returns are still deeply negative, so long term...

Annexon, Inc. recently submitted a Marketing Authorization Application to the European Medicines Agency for tanruprubart, a first-in-class antibody targeting complement-driven inflammation in Guillain-Barre syndrome, supported by randomized Phase 3 data and ongoing FORWARD study observations. This move underscores Annexon’s focus on severe neuroinflammatory diseases with limited treatment options, aiming to position tanruprubart as a potential new standard of care in GBS. We’ll now examine...

Artisan Partners Asset Management (APAM) is back in focus after analyst commentary pointed to a positive Earnings ESP and a track record of earnings beats, along with fresh data on its assets under management. See our latest analysis for Artisan Partners Asset Management. At a share price of US$44.31, Artisan’s recent movement has been relatively steady, with a 30 day share price return of 6.8% and a year to date share price return of 7%. The 1 year total shareholder return of 12.19% and 3...

Enliven Therapeutics (ELVN) has been in focus after releasing initial Phase 1b data for its lead CML candidate, ELVN-001. The data showed clinical activity and a clean safety profile in heavily pretreated patients. See our latest analysis for Enliven Therapeutics. The positive Phase 1b ENABLE update appears to be the main backdrop for Enliven Therapeutics’ recent move, with a 1 month share price return of 58.33% and year to date share price return of 71.88% at a last close of $26.71, while...

PENN Entertainment, Inc. recently implemented a new corporate organizational structure that realigns its Interactive division around Canadian digital assets and its Hollywood iCasino product in the US, eliminates two senior executive roles, and consolidates enterprise technology and digital operations under Chief Technology Officer and Head of Interactive Aaron LaBerge. This reshaping of leadership and responsibilities is intended to more tightly connect PENN’s retail casinos with its...

With a price-to-earnings (or "P/E") ratio of 3.7x Francotyp-Postalia Holding AG ( HMSE:FPH ) may be sending very...

Ryan Specialty Holdings (RYAN) has come into focus after several analysts, including Cantor Fitzgerald and Barclays, trimmed their expectations for the stock, citing softer commercial and reinsurance markets and potential near term fundamental pressure. See our latest analysis for Ryan Specialty Holdings. Ryan Specialty Holdings’ recent move to a US$51.48 share price comes after analyst commentary on softer commercial and reinsurance conditions. A 1-year total shareholder return decline of...

In recent weeks, Wix.com has come under pressure as analyst sentiment turned more cautious and a broader technology sell-off weighed on the stock, ahead of earnings that are expected to show lower earnings per share but higher revenue compared with the prior year. This mix of softer earnings expectations, firmer revenue forecasts and diverging analyst views is sharpening investor focus on how durable Wix’s business model and growth drivers really are. We’ll now examine how this shift in...

What AZZ’s latest earnings and guidance tell you AZZ (AZZ) has drawn investor attention after reporting third quarter results with higher sales and profitability year over year, tightening its full year sales outlook, and affirming a quarterly cash dividend. The company posted third quarter sales of US$425.75 million, with net income of US$41.08 million. Diluted earnings per share from continuing operations came in at US$1.36, compared with US$1.12 in the same period a year earlier. For the...

If you are wondering whether Alphabet stock still offers value after a strong multi year run, it helps to step back and look at what the current price may already be factoring in. The share price closed at US$330.00 most recently, with returns of 7.4% over the last 30 days and 69.0% over the last year, while the past week shows a 0.6% decline and the year to date return sits at 4.7%. Recent headlines around Alphabet have kept attention on the stock, ranging from ongoing product updates...

In January 2026, DXC Technology was confirmed as a RISE with SAP Validated Partner, joining a select group recognized by SAP for certified expertise in cloud migrations and SAP Business AI, underpinned by 15,000 SAP-focused professionals supporting more than 1,000 customers globally. This validation, combined with DXC’s own shift from a legacy ERP to SAP Cloud ERP and its focus on AI-enabled SAP solutions, underscores how the company is using its internal transformation to sharpen its...

If you are wondering whether Builders FirstSource is priced attractively today, it helps to separate short term excitement from what the underlying valuation is really saying. The share price recently closed at US$126.79, with returns of 1.7% over the last 7 days, 22.2% over the last 30 days, 21.2% year to date, a 22.7% decline over 1 year, 78.6% over 3 years and 195.7% over 5 years. Recent market interest in Builders FirstSource has been influenced by ongoing attention on US housing related...

Celsius Holdings (CELH) is back in focus after a sharp rebound in 2025 sales, a resolution of its 2024 inventory issues, and the US$1.65b Alani Nu acquisition reshaped expectations around the stock. See our latest analysis for Celsius Holdings. The recent 27.08% 1 month share price return, alongside a 99.74% 1 year total shareholder return, points to building momentum after the earlier 14.21% 3 month share price decline, as investors reassess Celsius following its 2025 sales rebound and Alani...

MSC Industrial Direct (MSM) recently reported first quarter results, with sales of US$965.68 million and net income of US$51.8 million, along with higher earnings per share from continuing operations than a year earlier. See our latest analysis for MSC Industrial Direct. Following the results, MSC Industrial Direct’s share price has softened slightly in the short term, with a 30 day share price return of 1.88% decline and a 90 day share price return of 3.71% decline, while its 1 year total...

Calumet (CLMT) has closed a private placement of US$405 million in 9.75% senior notes due 2031, upsized from US$350 million, and plans to redeem its higher coupon 2026 and 2027 notes. See our latest analysis for Calumet. Calumet’s recent refinancing news comes on the back of a 90 day share price return of 8.25% and a 1 year total shareholder return of 10.49%, suggesting momentum has been building even as the latest 1 day share price move was slightly negative. If this kind of debt refinancing...