NYSE:TPC
NYSE:TPCConstruction

Does Record US$21.6 Billion Backlog and New Contracts Change The Bull Case For Tutor Perini (TPC)?

Recently, analysts issued upbeat commentary on Tutor Perini’s outlook, highlighting improved profitability prospects as the company converts its higher‑margin backlog into revenue and pointing to two newly awarded contracts worth over US$260 million that pushed its project backlog to a record US$21.6 billion by the end of Q3 2025. This combination of analyst confidence and backlog expansion adds weight to the view that Tutor Perini’s long-term revenue visibility is improving as it secures...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera (NasdaqGS:OPRA) Valuation Check As AI And E Commerce Growth Plans Gain Attention

AI, e-commerce and LLM partnerships come into focus for Opera (OPRA) Recent attention on Opera (NasdaqGS:OPRA) has centered on its integration of artificial intelligence features, e-commerce offerings, and new partnerships to distribute large language models, prompting investors to reassess how these moves are reflected in the current share price. See our latest analysis for Opera. Against this backdrop, Opera’s 90 day share price return of 17.84% decline and year to date share price return...
TSX:WCP
TSX:WCPOil and Gas

Whitecap Resources' (TSX:WCP) Rich Monthly Dividend Yield Is Rising With Cash Flows But What’s The Trade-Off?

Whitecap Resources Inc. recently drew attention with its approximately 6.5% dividend yield, paid monthly, alongside strong operational performance and a raised outlook based on past results. Heavy pre-market trading and analyst interest ahead of the now-past 25 February 2026 earnings release underline how its monthly income profile and cash generation are influencing investor behaviour. We’ll now examine how Whitecap’s high monthly dividend yield and recent operational strength shape the...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Is CoStar Group (CSGP) Fairly Priced After Multi‑Year Share Price Declines?

If you are wondering whether CoStar Group's current share price lines up with its underlying value, you are not alone. The stock recently closed at US$63.87, with returns of 3.6% over 7 days, 0.2% over 30 days, a 2.8% decline year to date, and a 12.8% decline over 1 year. The 3 year and 5 year returns sit at 18.2% and 29.0% declines respectively. These mixed returns over different time frames can leave investors unsure about what the market is really pricing in. That uncertainty is exactly...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Is KLA (KLAC) Pricing In Too Much Optimism After Its 102% One Year Surge?

If you are wondering whether KLA's current share price reflects its true worth, you are not alone. This article will walk through what the numbers are actually saying about value. The stock most recently closed at US$1,434.50, with returns of 5.5% over the past week, 17.1% over the last 30 days, 12.6% year to date and 102.0% over the past year, plus 255.9% over three years and 397.5% over five years. These moves sit against a backdrop of ongoing interest in semiconductor equipment makers and...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Does Critical Metals (CRML) Tanbreez Buildout Hint At A Turning Point In Its Project Strategy?

Critical Metals Corp. recently reported the first assay results from its 2025 drilling program at the Tanbreez Rare Earths Project in Greenland, confirming consistent rare earth grades alongside gallium, hafnium, cerium, and yttrium, while also advancing construction of a multi-use storage and pilot-plant facility and ordering an on-site mobile geochemical analysis centre. Taken together, the new drilling data, pilot-plant infrastructure, and mobile lab investment point to a more mature...
TSX:PEY
TSX:PEYOil and Gas

Is Peyto Exploration & Development (TSX:PEY) Pricing In Its Strong Multi‑Year Share Price Run?

If you are wondering whether Peyto Exploration & Development's share price still offers value at around $22.34, you are not alone; many investors are asking the same question. The stock has had a mixed run recently, with a 5.4% gain over the last 7 days, a 2.7% decline over the last 30 days, a 1.2% decline year to date, and a 41.2% return over the past year, while the 3 year return is 118% and the 5 year return is around 7x. Recent attention around Peyto has largely focused on its role...
NYSE:XPEV
NYSE:XPEVAuto

How XPeng’s AI-Defined P7+ Global Launch At XPeng (XPEV) Has Changed Its Investment Story

XPeng recently launched its AI-powered P7+ sedan globally and showcased it to European audiences at the 2026 Brussels Motor Show, highlighting its in-house Turing AI chip, 800V fast-charging LFP battery, and European production at Magna Steyr in Graz. These product and AI advances, alongside growing European deliveries and wider international reach, underline XPeng’s push to evolve from an automaker into a broader technology and “physical AI” mobility company. We’ll now examine how XPeng’s...
TSE:8473
TSE:8473Capital Markets

Is SBI Holdings' (TSE:8473) ¥160bn Bond Issue Reframing Its Capital Allocation Priorities?

In early January 2026, SBI Holdings, Inc. announced an unsecured straight corporate bond issuance due January 23, 2031, raising ¥160 billion in principal. This sizeable unsecured bond issue highlights SBI Holdings’ choice to tap debt markets for funding, which may influence perceptions of its balance sheet flexibility and future capital allocation priorities. We’ll now examine how this sizeable ¥160 billion unsecured bond offering could reshape SBI Holdings’ broader investment narrative and...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check After 2025 Delivery Declines In China And North America

Volkswagen (XTRA:VOW3) is back in focus after reporting 2025 delivery declines across its core brands, with weaker volumes in China and tariff related pressure in North America drawing fresh attention to the stock. See our latest analysis for Volkswagen. Despite the pressure from weaker deliveries in China and tariff effects in North America, Volkswagen’s 90 day share price return of 15.30% and 1 year total shareholder return of 18.42% suggest that recent momentum has been building from a...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Is Nova (NVMI) Using Conference Spotlight to Recast Its Long‑Term Earnings Power Story?

Earlier this week, Nova Ltd. presented at the 28th Annual Needham Growth Conference in New York, with Chief Financial Officer Guy Kizner outlining the company’s latest operational and financial highlights across two sessions. The conference spotlight reinforced Nova’s multi‑year revenue and earnings expansion alongside strong free cash flow generation, underscoring its position in the semiconductor equipment value chain. We’ll now examine how Nova’s emphasis on sustained revenue and EPS...
NYSE:BKD
NYSE:BKDHealthcare

Is Brookdale’s 2026–27 Refinancing And Rising Occupancy Altering The Investment Case For BKD?

In early January 2026, Brookdale Senior Living Inc. completed approximately US$600 million of refinancing transactions, addressing all remaining 2026 mortgage maturities and a portion of 2027 maturities while increasing its mix of fixed-rate debt without meaningfully changing annual net interest expense. At the same time, Brookdale reported consolidated weighted average occupancy of 82.5% for the fourth quarter of 2025, with particularly strong December move-ins indicating that higher...
ASX:MSB
ASX:MSBBiotechs

Does Mesoblast’s New Board Leadership After First FDA Approval Change The Bull Case For ASX:MSB?

In early January 2026, Mesoblast Limited implemented a series of board changes, appointing Philip Facchina as non-executive Chair and Lyn Cobley as Chair of the Audit and Risk Committee, while former Chair Jane Bell retired from that role but remained on the board. These governance shifts come as Mesoblast moves further into a revenue-generating commercial phase following its first U.S. FDA approval, highlighting an effort to align board oversight with the company’s next stage of corporate...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Is Comcast (CMCSA) Offering Value After Recent Share Price Weakness And Broadband Concerns

If you are looking at Comcast and wondering whether the current share price offers good value, you are not alone. The stock has drawn fresh attention as investors reassess what a fair price looks like. Comcast recently closed at US$28.42, with returns of 1.9% over the last 7 days and 0.7% over the last 30 days. The year to date return of a 3.8% decline and 1 year return of a 13.5% decline contrast with a 12.5% decline over 3 years and a 28.1% decline over 5 years. Recent headlines around...
TSX:T
TSX:TTelecom

TELUS Pauses Dividend Hikes To Preserve Cash Might Change The Case For Investing In TELUS (TSX:T)

Recently, TELUS paused its regular dividend hikes and made more modest changes to its dividend reinvestment program while outlining expectations for resilient free cash flow growth through 2028. This shift reflects how TELUS is prioritizing balance sheet flexibility and cash preservation amid sector-wide pressure on telecom dividends and capital allocation. Next, we will examine how TELUS's decision to pause dividend hikes could reshape its investment narrative and long-term cash flow...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

A Look At Fluence Energy (FLNC) Valuation As Policy Momentum And Rate Cut Hopes Draw Interest

Recent gains in Fluence Energy (FLNC) have been closely tied to expectations for interest rate cuts and renewed attention on Virginia legislation aimed at raising energy storage targets, where company executives are actively engaged in policy discussions. See our latest analysis for Fluence Energy. Those rate cut hopes and the Virginia storage debate have arrived on top of a mixed price pattern, with a 7 day share price return of 10.17% and a 90 day share price return of 15.68%. The 1 year...
NYSE:LNG
NYSE:LNGOil and Gas

Assessing Cheniere Energy (LNG) Valuation After Ambitious 2026 LNG Processing Target Announcement

Cheniere Energy (LNG) is back in focus after CEO Jack Fusco set an ambitious goal to process 10 billion cubic feet of natural gas per day by the end of 2026, highlighting long term plans for LNG expansion. See our latest analysis for Cheniere Energy. The LNG build out story is unfolding against a mixed share price backdrop, with a 1 day share price return of 3.11% and a 30 day share price return of 5.77% from a last close of US$199.72, but a 90 day share price return showing a 9.25% decline...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Is Plug Power (PLUG) Pricing Reflect A Bottom After Multi Year Share Price Slide

If you are wondering whether Plug Power's current share price reflects its true value, you are not alone, as many investors are trying to work out what the market is really pricing in here. Over the short term the stock has shown mixed signals, with returns of 3.1% over 7 days, 5.9% over 30 days and 5.4% year to date, set against a 13.3% decline over 1 year, an 85.9% decline over 3 years and a 96.2% decline over 5 years. These moves have kept Plug Power in focus for investors who follow the...
NYSE:ACM
NYSE:ACMConstruction

Soft Backlog, Margin Pressure Could Be A Game Changer For AECOM (ACM)

In recent months, AECOM has reported softer quarterly results, a shrinking backlog averaging a 2.7% year-on-year decline, and analysts now expect a 5.3% revenue drop over the next 12 months, raising questions about demand for its services. These trends, combined with an average operating margin of just 4.7% over five years, highlight ongoing profitability constraints even as the company remains consistently profitable. Next, we’ll examine how AECOM’s weakening backlog and softer revenue...
NYSE:PKE
NYSE:PKEAerospace & Defense

Park Aerospace (PKE) Margin Improvement And EPS Stability Reinforce Bullish Profitability Narratives

Park Aerospace (PKE) just posted its Q3 2026 numbers, with revenue of $17.3 million and net income of $2.95 million, translating to basic EPS of $0.15. The company has seen revenue move from $16.7 million in Q2 2025 to $14.4 million in Q3 2025 and then to $17.3 million in Q3 2026, while quarterly EPS over that stretch has ranged from $0.10 to $0.15 as earnings on a trailing 12 month basis reached $8.68 million. With net profit margins on a trailing basis higher than a year ago, the latest...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

A Look At BioMarin Pharmaceutical (BMRN) Valuation After New Chief Digital And Information Officer Appointment

BioMarin Pharmaceutical (BMRN) has drawn fresh attention after appointing Arpit Davé as Executive Vice President, Chief Digital and Information Officer, a new role focused on technology, data science, and digital transformation across the business. See our latest analysis for BioMarin Pharmaceutical. For investors, the appointment of a new Chief Digital and Information Officer lands at a time when momentum in BioMarin Pharmaceutical’s share price has been mixed, with a 7.60% 1 month share...