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NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Protagonist Therapeutics Milestones Test Valuation As NDAs And Trials Advance

Protagonist Therapeutics submitted NDAs for Icotrokinra in plaque psoriasis and Rusfertide in polycythemia vera, advancing two late stage drug candidates. The company is progressing Phase 3 trials in partnership with large pharmaceutical companies, including Johnson & Johnson and Takeda. These filings and trial advances represent fresh milestones for NasdaqGM:PTGX that have not yet been widely discussed in the market. Protagonist Therapeutics, trading on NasdaqGM:PTGX, is drawing fresh...
OB:KOG
OB:KOGAerospace & Defense

Assessing Kongsberg Gruppen (OB:KOG) Valuation After Record 2025 Results Demerger Plan And Higher Dividends

Dividend moves and demerger plans put Kongsberg Gruppen (OB:KOG) in focus Kongsberg Gruppen (OB:KOG) has drawn fresh attention after reporting record 2025 revenues and order backlog, proposing higher ordinary and special dividends, and outlining plans to separate Kongsberg Maritime into its own company. See our latest analysis for Kongsberg Gruppen. The market has reacted strongly to the record 2025 results, higher ordinary and special dividends, and the planned Kongsberg Maritime demerger...
OM:INSTAL
OM:INSTALConstruction

Instalco (OM:INSTAL) Q4 Margin Uptick To 2.8% Tests Bullish Recovery Narrative

Instalco (OM:INSTAL) FY 2025 headline numbers set the tone Instalco (OM:INSTAL) has wrapped up FY 2025 with fourth quarter revenue of SEK3.8b and basic EPS of SEK0.49, putting concrete numbers around the company’s latest trading update. The company has seen quarterly revenue range from SEK3.0b to SEK3.8b through 2025, while basic EPS has moved between SEK0.19 and SEK0.49. This gives investors a clear view of how the top line and per share earnings have tracked through the year. With trailing...
ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy (ASX:AGL) Valuation Check After Earnings, Dividend Update And Telecoms Exit

AGL Energy (ASX:AGL) has put its recent half year result and telecoms exit in front of investors, combining a A$7,044 million sales update, lower profit and a higher fully franked interim dividend. See our latest analysis for AGL Energy. AGL Energy shares have moved sharply in recent weeks, with a 19.63% 1 month share price return and 16.42% 7 day gain. This suggests momentum has picked up as investors react to the half year earnings, higher interim dividend and telecoms exit. If this...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Assessing Bayer (XTRA:BAYN) Valuation After Positive Asundexian Stroke Trial Results And Renewed Investor Interest

Bayer (XTRA:BAYN) is back in focus after reporting Phase III OCEANIC-STROKE data for its investigational Factor XIa inhibitor asundexian, showing a 26% reduction in recurrent ischemic strokes without a clear rise in major bleeding. See our latest analysis for Bayer. Those OCEANIC-STROKE results land at a time when Bayer’s share price has already been gathering pace, with a 30 day share price return of 10.36% and a 90 day share price return of 61.89%. Meanwhile, the 1 year total shareholder...
NYSE:CAH
NYSE:CAHHealthcare

Assessing Cardinal Health (CAH) Valuation After Strong Q2 Beat And Raised 2026 Profit Guidance

Cardinal Health (CAH) is back in focus after reporting second quarter results that topped Wall Street expectations, with higher sales and net income, as well as raised 2026 profit guidance, putting fresh attention on the stock’s recent performance. See our latest analysis for Cardinal Health. The latest move takes Cardinal Health’s share price to $220.79, with a 1 day share price return of 2.66% and a 90 day share price return of 7.51%. Its 1 year total shareholder return of 77.13% and 5 year...
TSX:GTWO
TSX:GTWOMetals and Mining

Assessing G2 Goldfields (TSX:GTWO) Valuation After OKO Drilling Expansion And Large Scale PEA Release

G2 Goldfields (TSX:GTWO) has drawn fresh attention after outlining a 100,000 meter drilling campaign and new gold discoveries at its OKO Project in Guyana, alongside a recent Preliminary Economic Assessment for a potential large scale mine. See our latest analysis for G2 Goldfields. Those drilling and PEA updates have come alongside a 1 day share price return of 3.22% and a 90 day share price return of 40.42%, while the 1 year total shareholder return sits at 123.18%. This points to strong...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

A Look At BGC Group (BGC) Valuation After Record Revenue And Upbeat Growth Outlook

Why BGC Group stock is back on investors’ radar BGC Group (BGC) has drawn fresh attention after reporting record annual revenue near US$3b, solid profit for 2025, and outlining an upbeat outlook for early 2026, including new revenue initiatives. See our latest analysis for BGC Group. After the earnings release and guidance, BGC Group’s share price is at US$9.21, with a 30 day share price return of 3.48% and a 3 year total shareholder return of about 2.1x. This suggests momentum has built over...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

A Look At Wolters Kluwer (ENXTAM:WKL) Valuation After The Medi-Span Expert AI Launch

Wolters Kluwer (ENXTAM:WKL) is back in focus after Wolters Kluwer Health introduced Medi-Span Expert AI, aimed at delivering medication intelligence to digital health developers through an MCP server that connects third party AI applications with Medi-Span content. See our latest analysis for Wolters Kluwer. The Medi-Span Expert AI launch comes as Wolters Kluwer’s share price has been under pressure, with a 30 day share price return of 26.90% and a 1 year total shareholder return of 63.44%,...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Assessing Silicon Laboratories (SLAB) Valuation After A Strong Multi Month Share Price Run

What recent performance tells you about Silicon Laboratories Silicon Laboratories (SLAB) has drawn fresh attention after a strong run, with the stock showing a 39% move over the past month and a 70% gain in the past 3 months. See our latest analysis for Silicon Laboratories. Looking beyond the recent surge, the 1 year total shareholder return of 38.61% and 3 year total shareholder return of 15.59% suggest momentum has strengthened after a quieter stretch, with the share price now at...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

Why FormFactor (FORM) Is Up 7.1% After Margin-Focused Q4 Results And 2026 Guidance Update

In early February 2026, FormFactor, Inc. reported fourth-quarter 2025 sales of US$215.16 million and net income of US$23.22 million, alongside guidance for first-quarter 2026 revenue of about US$225 million and net income per diluted share of roughly US$0.11. Management pointed to efficiency gains, such as workforce reductions, better manufacturing yields, and shorter production cycle times, as key drivers of improved gross margins and investor optimism around its advanced semiconductor...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Globalstar Boingo Tie Up Highlights XCOM RAN Promise And Valuation Tension

Boingo Wireless plans to integrate Globalstar’s XCOM RAN technology into its private network infrastructure following successful technical trials. The deployment focuses on high traffic, mission critical environments such as airports and hospitals where Boingo is already a major private wireless provider. The agreement marks a commercial step for Globalstar (NasdaqGS:GSAT) in private 5G networks and expands use of its XCOM RAN platform. For you as an investor, this development sits at the...
ASX:CAT
ASX:CATSoftware

Assessing Catapult Sports (ASX:CAT) Valuation After Perch P2 Expands Athlete And Rehab Monitoring

Catapult Sports (ASX:CAT) has put its product roadmap in focus after unveiling Perch P2, a next generation velocity-based training system that broadens its athlete monitoring ecosystem into gym, field, rehab and recovery settings. See our latest analysis for Catapult Sports. The Perch P2 launch lands after a tough stretch for the shares, with a 30 day share price return of 19.61% and a 90 day share price return of 37.94%. The 3 year total shareholder return is more than 3x, suggesting long...
NasdaqGS:AGIO
NasdaqGS:AGIOBiotechs

Agios Pharmaceuticals (AGIO) Valuation Check As Shares Trade Near Recent Levels And PYRUKYND Prospects Evolve

Agios Pharmaceuticals (AGIO) has drawn investor attention after recent trading moves, with the stock last closing at $27.96. You might be weighing how its current performance lines up with the company’s underlying fundamentals. See our latest analysis for Agios Pharmaceuticals. Recent moves around $27.96 come after a mixed stretch, with a 7 day share price return of 5.39% but a 90 day share price return of 35.95% and a 1 year total shareholder return decline of 15.83%, suggesting earlier...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Did Softer Earnings And A US$3.33 Billion Shelf Just Shift Impinj's (PI) Investment Narrative?

In early February 2026, Impinj reported fourth-quarter 2025 results showing US$92.85 million in sales with a small quarterly net loss, issued first-quarter 2026 guidance pointing to continued GAAP losses, and filed a US$3.33 billion shelf registration for up to 28,680,644 common shares in an ESOP-related offering. Together, the weaker profitability, cautious forward guidance, and large potential equity issuance raised fresh questions about Impinj’s path toward sustained earnings and capital...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Is Plains All American Pipeline (PAA) Pricing Reflective Of Its Strong Multi‑Year Share Recovery?

If you are looking at Plains All American Pipeline and wondering whether the current price reflects its true worth, this article will help you frame that value question clearly. The stock last closed at US$20.15, with returns of 3.9% over 7 days, 5.7% over 30 days, 10.7% year to date, 11.0% over 1 year and a very large gain over 5 years that points to a big shift in how the market has treated the company over time. Recent coverage around Plains All American Pipeline has focused on its role...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku (ROKU) Profit Swing To US$0.54 Q4 EPS Tests Long Term Bearish Narratives

Roku’s FY 2025 results reset the profit story Roku (ROKU) closed out FY 2025 with Q4 revenue of about US$1.4 billion and basic EPS of US$0.54, capping a year in which trailing twelve month revenue reached roughly US$4.7 billion and EPS landed at US$0.60. The company has seen quarterly revenue move from US$1.20 billion in Q4 2024 to US$1.39 billion in Q4 2025, while basic EPS shifted from a loss of US$0.24 to a profit of US$0.54. This gives investors a clearer view of how margins are now...
TSX:LUN
TSX:LUNMetals and Mining

Assessing Lundin Mining (TSX:LUN) Valuation After Strong Multi Year Returns And Recent Price Pullback

Lundin Mining stock context after recent performance Lundin Mining (TSX:LUN) has drawn fresh attention after recent share moves, with a 1 day decline of 1.16% contrasting with gains over the week, month, and past 3 months. For investors tracking longer horizons, Lundin Mining shows a 1 year total return of 185.57%. Its 3 year and 5 year total returns are 325.52% and 168.48% respectively, which sets the backdrop for current valuation questions. See our latest analysis for Lundin Mining. That 1...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Cincinnati Financial (CINF) Is Down 5.7% After Resilient Q4 Earnings And Record Cat Losses - What's Changed

Cincinnati Financial Corporation recently reported fourth-quarter 2025 results, with revenue rising to US$3,091 million and net income to US$676 million, while basic earnings per share from continuing operations increased to US$4.34 from US$2.59 a year earlier. Beyond the headline beats, the insurer renewed key reinsurance treaties on improved terms and achieved underwriting profit despite experiencing the largest catastrophe loss in its history, underscoring the resilience of its business...
OM:CRAD B
OM:CRAD BMedical Equipment

C Rad (OM:CRAD B) Margin Collapse To 2.4% Challenges High P E Narrative

How C-Rad (OM:CRAD B) Finished FY 2025 C-Rad (OM:CRAD B) closed out FY 2025 with fourth quarter revenue of 105.8 million SEK and EPS of 0.05 SEK, capping a year where trailing 12 month revenue came in at 441.9 million SEK and EPS at 0.31 SEK. Over recent periods the company has seen quarterly revenue move between 100.1 million SEK and 121.5 million SEK, while EPS has ranged from a loss of 0.24 SEK in early 2025 to 0.43 SEK in late 2024. This sets the scene for investors to weigh forecast...