ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) valuation: assessing the stock after the $220 million US jury verdict

A US jury has hit Michelin North America, part of Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML), with a $220 million verdict over a fatal tire failure, sharpening investor focus on legal and reputational risk. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. The verdict lands after a choppy spell for Michelin, with the latest share price at $28.05 and a year to date share price return...
BIT:RACE
BIT:RACEAuto

Is Ferrari’s Recent Share Price Slide Creating a Compelling Long Term Opportunity?

If you have been wondering whether Ferrari is starting to look like a bargain after its slide, you are not alone. Let us unpack what the recent price action really means for long term, value focused investors. The share price has pulled back sharply, down about 8% over the last week, 15.1% over the past month, and 23.5% year to date, even though it is still up 54.9% over three years and 75.8% over five. This profile suggests a re rating rather than a broken story. Recent headlines have...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Is Warner Bros. Discovery Still Attractive After a 181% 2025 Rally?

If you are wondering whether Warner Bros. Discovery is still a value play after its big run up, or if you might be late to the party, this breakdown will help you decide whether the current price really makes sense. The stock has surged recently, climbing about 15.0% over the last week, 35.4% over the past month, and an eye catching 181.2% year to date. A 148.4% gain over the last year and 202.5% over three years has reshaped how the market views its potential. These moves have been driven...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini’s Valuation After AI Consulting Push and 9.4% Share Price Rise

If you are wondering whether Capgemini at around €147.60 is a bargain hiding in plain sight or a stock that has already had its moment, you are not alone. Over the last month the share price has climbed 9.4%, including a 2.1% gain in the past week, even though it is still down 5.8% year to date and about 3.2% over the last year. Recent headlines have focused on Capgemini doubling down on AI driven consulting and cloud transformation deals, alongside expanding partnerships with hyperscalers...
TSE:5020
TSE:5020Oil and Gas

Does ENEOS’s Gulf Coast Methanol Bunkering Push Reshape The Bull Case For ENEOS (TSE:5020)?

Earlier this year, American Bureau of Shipping, ENEOS Corporation, Nippon Yusen Kabushiki Kaisha, and SEACOR Holdings began a joint study to build a commercial-scale methanol bunkering and supply chain network along the U.S. Gulf Coast, aiming for the country’s first ship-to-ship methanol bunkering operations. The initiative highlights ENEOS’s push into low-carbon marine fuels, with the company taking the lead on procuring and marketing low-carbon methanol to support cleaner international...
NYSE:CAT
NYSE:CATMachinery

Is It Too Late To Consider Caterpillar After Its 66% Surge In 2025?

If you are wondering whether Caterpillar's stock still offers value after such a big run, you are not alone, and this breakdown aims to cut through the noise. Despite slipping 0.9% over the last week, the stock is still up 4.3% over the past month, 66.2% year to date, and an impressive 263.4% over five years. This naturally raises questions about how much upside is left versus how much risk has been priced out. Recently, investors have been reacting to a mix of macro themes, from ongoing US...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Does Synopsys Still Offer Value After Its Recent AI Driven Share Price Surge?

Wondering if Synopsys at around $452 a share is still a smart buy or if the easy money has already been made? Let us unpack what the current market price may be missing about its long term value. The stock has slipped about 3% over the last week, but that comes after a strong 15% run in the past month, leaving shares still down 6.2% year to date and 10.9% over the last year while longer term holders sit on gains of 37.6% over 3 years and 77.6% over 5 years. Recent headlines around Synopsys...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM): Rechecking Valuation After Strong Q3 Beat, Raised 2026 Guidance and Growing Agentforce AI Adoption

Salesforce (CRM) just delivered an upside Q3, raised its fiscal 2026 revenue outlook, and backed that up with big Agentforce wins at the U.S. Department of Transportation and DeVry University, which is why the stock has investors leaning in. See our latest analysis for Salesforce. Even with the latest Agentforce wins and upgraded guidance, Salesforce’s 30 day share price return of 6.6% sits against a much weaker year to date share price performance. However, the three year total shareholder...
NYSE:SUN
NYSE:SUNOil and Gas

Is Sunoco’s Return as Ganassi’s INDYCAR Partner Reshaping the Investment Case For Sunoco (SUN)?

Sunoco has agreed a multi-year deal to return as a full-time primary partner in the NTT INDYCAR SERIES with Chip Ganassi Racing’s No. 8 Honda, driven by Kyffin Simpson, beginning in 2026, marking its first full-season primary partnership in the series since 1973. This renewed presence in top-tier open-wheel racing, alongside one of INDYCAR’s most successful teams, underscores Sunoco’s push to amplify its motorsports brand and highlight its high-performance fuel capabilities across more than...
NYSE:BKE
NYSE:BKESpecialty Retail

How Buckle’s US$3 Special Dividend And Quarterly Payout At Buckle (BKE) Has Changed Its Investment Story

In December 2025, The Buckle, Inc. announced that its board approved a US$3.00 per share special cash dividend alongside a US$0.35 regular quarterly dividend, both payable on January 29, 2026 to shareholders of record as of January 15, 2026. This combination of a sizable one-time payout and continued regular dividends highlights Buckle’s willingness to return excess cash to shareholders while maintaining its ongoing income stream. We’ll now look at how this large special dividend, alongside...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

How Nasdaq-100 Inclusion and Notable Insider Moves Will Impact Insmed (INSM) Investors

Insmed was recently added to the Nasdaq-100 Index and has seen continued accumulation by prominent institutional investor Stanley Druckenmiller, while Director Sharoky Melvin MD sold 20,000 shares for US$4,100,000 on 5 December 2025. This combination of index inclusion and visible institutional positioning has brought fresh attention to Insmed’s growing pulmonary-focused biopharma franchise and revenue profile. We’ll now examine how Insmed’s addition to the Nasdaq-100 could influence its...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After OpenAI AI Campus and GPU Supercluster Agreement

NEXTDC (ASX:NXT) just stepped into the global AI spotlight, signing a Memorandum of Understanding with OpenAI to co develop a next generation hyperscale AI campus and GPU supercluster in Sydney. See our latest analysis for NEXTDC. The announcement lands after a choppy stretch, with a 90 day share price return of minus 22 percent and a 1 year total shareholder return of minus 12.44 percent. However, a strong 3 year total shareholder return above 50 percent hints that long term momentum is...
NasdaqCM:IMPP
NasdaqCM:IMPPOil and Gas

Imperial Petroleum (IMPP) Q3: 93.8% Net Margin Strengthens Bullish Profitability Narrative

Imperial Petroleum (IMPP) has just posted Q3 2025 results, with revenue of about $41.4 million and basic EPS of $0.33, keeping both the top and bottom line firmly in focus for investors tracking the story. The company has seen revenue move from roughly $33.0 million in Q3 2024 to $41.4 million this quarter, while basic EPS shifted from $0.29 to $0.33 over the same period, giving a clear sense of how the income statement has evolved year on year. With a trailing twelve month net profit margin...
NasdaqGS:ATLC
NasdaqGS:ATLCConsumer Finance

Is Atlanticus Still Attractive After 10% Weekly Jump and Strong Multi Year Gains?

Wondering if Atlanticus Holdings at around $65.96 is still a smart buy, or if the big gains are already behind it? This breakdown will help you decide whether the current price makes sense or is quietly offering value. The stock has jumped 10.6% over the last week and 25.8% in the past month, adding to a hefty 184.9% gain over 3 years and 151.5% over 5 years, which naturally raises questions about how much upside is left versus the risk of a pullback. Recent attention around Atlanticus has...
TSE:3249
TSE:3249Industrial REITs

Does Stronger 2026 Guidance And KKR Partnership Change The Bull Case For Industrial & Infrastructure Fund (TSE:3249)?

Industrial & Infrastructure Fund Investment Corporation recently raised its earnings and dividend guidance for the July 2026 period, announced the acquisition of two income-generating logistics and manufacturing properties, and confirmed new numbers that point to higher expected revenue and profit than previously forecast. At the same time, the company deepened its relationship with KKR Group through a large real estate partnership vehicle holding 10 land parcels, highlighting an expanding...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Did Strong Pediatric CASGEVY Data and FDA Priority Review Just Shift Vertex Pharmaceuticals' (VRTX) Investment Narrative?

Vertex Pharmaceuticals recently reported clinical data showing that all evaluated children aged 5–11 with severe sickle cell disease or transfusion-dependent beta thalassemia treated with CASGEVY met key efficacy endpoints, and the FDA granted a Priority Review Voucher to accelerate review of the therapy in this younger age group. This progress in extending CASGEVY’s use to pediatric patients could meaningfully broaden its addressable patient population and support longer-term utilization of...
TSE:6098
TSE:6098Professional Services

Should Recruit’s Expanded Share Buybacks Shape How TSE:6098 Investors View Its AI-Focused Capital Strategy?

In recent months, Recruit Holdings Co., Ltd. has advanced its board-approved share repurchase program, including buying back about 1.2 million shares via the Tokyo Stock Exchange’s ToSTNeT-3 system, under an authorization to repurchase up to 38.00 million shares by April 2026. This incremental buyback activity highlights how Recruit is actively using its balance sheet to adjust its capital structure and potentially lift per-share metrics for investors. Next, we’ll examine how this ongoing...
XTRA:VNA
XTRA:VNAReal Estate

How Investors May Respond To Vonovia (XTRA:VNA) Refreshing Its Development And HR Leadership Bench

Vonovia SE has announced that Katja Wünschel will become Chief Development Officer in June 2026, succeeding Daniel Riedl, while the Supervisory Board has also extended Chief Human Resources Officer Ruth Werhahn’s contract to September 2029. The combination of a new development chief from the renewable energy sector and long-term continuity in HR leadership points to an emphasis on project execution, modernization and workforce resilience at a time of industry-wide skills shortages. We’ll now...
TSX:PXT
TSX:PXTOil and Gas

Does Parex Resources (TSX:PXT) 100% Funding Llanos Wells Reframe Its Colombia Risk‑Reward Profile?

Parex Resources Inc. and Ecopetrol S.A. recently reported that their Llanos Foothills exploration alliance is now fully in place, with regulatory approvals secured to drill the Floreña Huron well on the Niscota block and the Farallones prospect, alongside October–November 2025 production averaging just over 50,000 boe/d at its peak. An interesting angle for investors is that Parex has agreed to fund the Floreña Huron and Farallones exploration wells at 100% of capital costs in exchange for a...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Has AST SpaceMobile’s 254% Surge in 2025 Already Priced In Its Satellite Breakthrough?

If you are wondering whether AST SpaceMobile is still a smart bet after its massive run, or if the real upside has already passed, this breakdown will walk through whether the current price really matches the story. The stock has risen 3.8% over the last week, 18.9% over the past month, and an eye-catching 254.4% year to date, with a 1887.0% gain over three years. These moves have been fueled by headline-grabbing milestones in its space-based mobile broadband ambitions and progress on key...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Is Fermi’s Steep 2025 Share Price Slide Creating a Long Term Opportunity for Investors

If you are wondering whether Fermi is a bargain or a value trap after its recent slide, you are not alone. This article will unpack what the current share price is really offering investors. The stock has been hit hard lately, falling about 33.4% over the last week and 53.6% over the last month, leaving it down roughly 69.0% year to date and firmly on value hunters’ radars. Recent moves have been driven by shifting sentiment around the real estate backdrop and tighter financing conditions,...
NYSE:CON
NYSE:CONHealthcare

Concentra (CON): Assessing Valuation After Strong Q3 Results, Buy Ratings, and New Clinic Expansion

Concentra Group Holdings Parent, Inc. just opened a new occupational health center in Corona, California, adding another spoke to its expanding clinic network at the same time its stock draws broad Wall Street support. See our latest analysis for Concentra Group Holdings Parent. The new Corona center fits into a year marked by steady execution, with the share price at 19.87 dollars and a modest year to date share price return suggesting momentum is rebuilding after a weaker 90 day stretch and...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Should Applied Materials’ (AMAT) Steady Dividend Hikes and Buybacks Shape Long‑Term Capital Allocation Views?

Applied Materials recently announced that its Board of Directors approved a quarterly cash dividend of US$0.46 per share, payable on March 12, 2026 to shareholders of record as of February 19, 2026. This payout, marking eight consecutive years of dividend increases and following nearly US$6.30 billion returned to shareholders in fiscal 2025 with about US$14.00 billion still authorized for buybacks, underscores how shareholder returns have become a central pillar of Applied Materials’ capital...
NYSE:DUK
NYSE:DUKElectric Utilities

Regulatory Pushback And Finance Team Shifts Might Change The Case For Investing In Duke Energy (DUK)

Duke Energy recently faced pushback from North Carolina leaders over its request for around 15% in rate increases over two years, even as the company announced upcoming finance leadership changes and a planned retirement in its accounting ranks. This mix of regulatory resistance to higher customer bills and reshuffling in key financial roles raises fresh questions about how Duke Energy will balance growth investments, affordability and risk management across its territories. We’ll now...