NYSE:UPS
NYSE:UPSLogistics

How Investors Are Reacting To United Parcel Service (UPS) AI-Driven Network Overhaul And Efficiency Gains

In recent months, United Parcel Service has begun its largest-ever network reconfiguration, closing facilities such as its Cadillac site while rolling out agentic AI to handle over 90% of cross-border transactions and optimize dozens of locations across its logistics network. These changes have already been linked to improved efficiency and a double-digit increase in adjusted operating income, highlighting how automation and AI are reshaping UPS’s underlying business model. We’ll now examine...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

A Look At Ionis Pharmaceuticals (IONS) Valuation As TRYNGOLZA Outperformance And 2026 Pipeline Catalysts Build

Ionis Pharmaceuticals (IONS) is back in focus after highlighting 2025 progress and previewing a packed 2026 pipeline, including TRYNGOLZA sales of US$105 million, multiple potential product launches, and late stage clinical readouts. See our latest analysis for Ionis Pharmaceuticals. The latest pipeline update comes after a mixed few weeks for the stock, with a 1-day share price return of a 2.67% decline and a 7-day share price return of a 2.47% decline, while the 90-day share price return of...
NYSE:LUMN
NYSE:LUMNTelecom

Is Lumen Technologies (LUMN) Price Recovery Justified By Its Current Valuation Metrics

If you are wondering whether Lumen Technologies at around US$8.15 is a bargain or a value trap, you are not alone. That is exactly what this article is here to unpack. The share price has seen a mix of shorter term softness, with a 1.8% decline over the last week and a 4.1% decline over the last month, alongside a 6.0% gain year to date and a 53.5% return over the past year, compared to a 45.8% return over three years and a 14.9% decline over five years. Recent coverage of Lumen has focused...
NYSE:AMPX
NYSE:AMPXElectrical

A Look At Amprius Technologies (AMPX) Valuation After Completing Its US$97.5 Million At The Market Offering

Amprius Technologies (AMPX) recently completed all sales under its at the market equity offering program, issuing 25.5 million shares and raising about US$97.5 million in net proceeds, a funding step many investors are watching closely. See our latest analysis for Amprius Technologies. The completion of the at the market program comes after a mixed run for the stock, with a 90 day share price return of a 33.81% decline but a 1 year total shareholder return of about 2 times. This suggests long...
NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

Assessing Schrödinger (SDGR) Valuation As Shares Trade Near US$18 Despite Mixed Return Profile

With no single fresh headline driving attention, interest in Schrödinger (SDGR) today centers on its mix of software and drug discovery operations, its current share price of $18.31, and its recent return profile. See our latest analysis for Schrödinger. Recent trading has been choppy, with a 1 day share price return decline of 1.77% and a 90 day share price return decline of 11.16%, while the 1 year total shareholder return decline of 3.99% and 5 year total shareholder return decline of...
NYSE:HIMS
NYSE:HIMSHealthcare

A Look At Hims & Hers Health (HIMS) Valuation As Amazon Targets The Weight Loss Segment

Hims & Hers Health (HIMS) is back in focus after Amazon Pharmacy said it will offer Novo Nordisk’s Wegovy weight loss pill, sharpening competition in a category Hims & Hers has been building into. See our latest analysis for Hims & Hers Health. The Amazon Pharmacy move comes after a choppy stretch for Hims & Hers, with a 30 day share price return decline of 13.46% and a 90 day share price return decline of 48.69%. However, the 1 year total shareholder return of 22.85% and the 3 year total...
ASX:FMG
ASX:FMGMetals and Mining

How Investors May Respond To Fortescue (ASX:FMG) Downgrades Amid Green Hydrogen Push And Softer Profits

In recent weeks, Fortescue reported several small capital structure adjustments, including the conversion of unquoted options, issuance and lapse of performance rights, alongside record iron ore shipments and lower annual profit and revenue amid softer hematite prices. At the same time, multiple major brokers downgraded their views on Fortescue on concerns about iron ore price sustainability and the company’s valuation, even as it continues to invest heavily in green hydrogen and other...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP) Valuation Check As Half Year Results And Possible U S Listing Draw Closer

Zip Co (ASX:ZIP) is back in focus as investors look ahead to its half year results on 19 February and weigh the company’s plans for U.S. growth, including a potential secondary listing. See our latest analysis for Zip Co. The recent focus on half year results and potential U.S. listing plans comes after a mixed period for investors, with a 90 day share price return of a 29.31% decline but a 1 year total shareholder return of 13.10%. The 3 year total shareholder return is very large and the 5...
NYSE:MUX
NYSE:MUXMetals and Mining

Assessing McEwen (MUX) Valuation After Tartan Mine Drill Results And Production Growth Plans

McEwen (MUX) has just released final drill results from its newly acquired Tartan Mine Project near Flin Flon, Manitoba, an update closely tied to its long term plan to expand gold production capacity. See our latest analysis for McEwen. McEwen’s recent Tartan drill results and the closing of the Canadian Gold Corp. acquisition come after a 16.6% year to date share price return and a very large 1 year total shareholder return of 161.15%. This suggests momentum has been building as investors...
NYSE:CNP
NYSE:CNPIntegrated Utilities

Does A Wave Of Outperform Ratings Reshape The Bull Case For CenterPoint Energy's Infrastructure Story (CNP)?

In recent months, multiple brokerages have updated their views on CenterPoint Energy, with BMO Capital upgrading the company to Outperform and a broad analyst consensus now also rating the stock as Outperform. This clustering of favorable opinions signals growing confidence in CenterPoint Energy’s business direction and regulatory positioning among professional analysts. Next, we’ll examine how this wave of Outperform ratings may influence CenterPoint Energy’s existing investment narrative...
NYSE:CRM
NYSE:CRMSoftware

Is Salesforce (CRM) Turning Slack Into Its Most Strategic AI Distribution Channel?

Earlier this week, Salesforce rolled out a new AI-powered Slackbot as part of its Agentforce 360 vision, positioning Slack as a conversational interface that connects employees with organizational data, workflows, and third-party agents in real time while honoring existing permissions and access controls. This move highlights Salesforce’s attempt to make enterprise AI more usable day-to-day by embedding context-aware agents directly into familiar tools rather than adding separate, complex...
NasdaqGS:NWPX
NasdaqGS:NWPXConstruction

Assessing NWPX Infrastructure (NWPX) Valuation After First Commercial Use Of Permalok Radial Bending Joint

NWPX Infrastructure (NWPX) is attracting fresh attention after reporting the first commercial use of its patent pending Permalok Radial Bending Joint in Tampa Bay Water’s South Hillsborough Pipeline microtunneling project. See our latest analysis for NWPX Infrastructure. At a latest share price of $67.29, NWPX Infrastructure has paired the Permalok RBJ milestone with steady short term momentum, including a 7 day share price return of 5.12%. Longer term total shareholder returns of 41.99% over...
ASX:PRU
ASX:PRUMetals and Mining

Will Strong ROE And Profit Reinvestment Change Perseus Mining's (ASX:PRU) Narrative?

In recent months, Perseus Mining has reported robust financial results, highlighted by a 19% return on equity and 33% net income growth over five years, supported by significant profit reinvestment into the business. This combination of high profitability and a reinvestment-focused approach has reinforced confidence in Perseus Mining’s ability to sustain earnings momentum, even as analysts anticipate slower growth ahead. Against this backdrop of strong return on equity, we’ll now consider...
TSXV:WRLG
TSXV:WRLGMetals and Mining

A Look At West Red Lake Gold Mines (TSXV:WRLG) Valuation As Madsen Reaches Commercial Production

West Red Lake Gold Mines (TSXV:WRLG) has put its 100% owned Madsen Gold Mine into commercial production as of January 1, 2026. This marks a key step that turns years of project work into ongoing operations. See our latest analysis for West Red Lake Gold Mines. The commercial production news lands after a strong run in the shares, with a 1-day share price return of 4.93% and a 1-year total shareholder return of 98.31%, suggesting momentum has been building as operational milestones at Madsen...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

Assessing ABIVAX Société Anonyme’s Valuation After Volatile Returns And A Rich Price To Book Multiple

What ABIVAX Société Anonyme’s recent performance means for investors ABIVAX Société Anonyme (ENXTPA:ABVX) has drawn attention after a period where its share price shows a mix of shorter term softness and stronger past 3 months and 1 year returns, inviting a closer look at fundamentals. See our latest analysis for ABIVAX Société Anonyme. Over the past year, ABIVAX Société Anonyme’s share price has been volatile, with a recent 3 month share price return of 25.6% contrasting with a year to date...
ASX:GQG
ASX:GQGCapital Markets

Could GQG Partners’ (ASX:GQG) New CFO Appointment Reframe Its Risk and Capital Allocation Strategy?

GQG Partners Inc. has confirmed that, effective January 1, 2026, Charles Falck succeeded retiring CFO Melodie Zakaluk, bringing more than 20 years of investment management experience and recent Deputy CFO and COO responsibilities to the role. Falck’s progression from overseeing GQG’s global operational infrastructure to leading its finance function, after senior roles at Vontobel Asset Management and Goldman Sachs, may influence how the firm manages growth, risk, and capital...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

A Look At Ligand Pharmaceuticals (LGND) Valuation As Royalty Growth And Investment Plans Take Focus

Royalty growth outlook and capital deployment signal focus areas for investors Ligand Pharmaceuticals (LGND) recently highlighted an expected 40% royalty revenue increase in 2026 and a 23% compound annual growth rate projection through 2030, alongside more than US$1b in deployable capital for new investments. See our latest analysis for Ligand Pharmaceuticals. Those royalty growth projections and the large capital pool are arriving after a sharp move in the stock, with a 1 year total...
SWX:ABBN
SWX:ABBNElectrical

How Investors Are Reacting To ABB (SWX:ABBN) Expanding Australian Smart Building Reach With Qantec Alliance

Qantec Automation has announced a new alliance with ABB to deliver open, sustainable smart building and IoT automation solutions across Australia, combining ABB’s building technologies with Qantec’s local market expertise. This collaboration highlights how ABB is using local distribution partnerships to deepen its presence in the smart building segment and support more efficient, lower‑emission infrastructure. We’ll now explore how ABB’s expanded Australian smart building footprint with...