TSX:SSRM
TSX:SSRMMetals and Mining

SSR Mining (TSX:SSRM): Reassessing Valuation as Turkish Mine Reopening Speculation and Gold Upside Build

Renewed focus on SSR Mining amid Turkish mine reopening speculation SSR Mining (TSX:SSRM) is back in focus as traders weigh the potential reopening of its Turkish mine, previously hit by a dam collapse, in the context of a more favourable gold price environment and improving production visibility. See our latest analysis for SSR Mining. That backdrop helps explain why, despite a choppy recent stretch including a 1 week share price return of minus 11.1%, SSR Mining still boasts a powerful year...
NYSE:RNG
NYSE:RNGSoftware

RingCentral (RNG) Is Up 5.1% After Q3 Beat And Upbeat Guidance On Subscription Momentum

RingCentral recently reported third-quarter 2025 results that exceeded consensus expectations, with non-GAAP earnings and revenues lifted by strong subscription demand and a broad communications product suite. The company also issued guidance calling for continued revenue and subscription expansion alongside defined margin and earnings ranges, highlighting management’s confidence even as analyst estimate trends have softened. Next, we’ll examine how this earnings beat and upbeat guidance...
NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

Is CarGurus Still an Opportunity After Flat 2025 Share Performance?

Wondering if CarGurus is quietly becoming a bargain, or if the easy money has already been made? Let us unpack what the current share price is really implying about its future. CarGurus has crept up 1.6% over the last week and 5.2% over the last month, yet it is still roughly flat year to date at 0.3%. Zooming out, the stock is down 6.6% over the last year but up 177.0% over three years and 26.0% over five years, which says a lot about how sentiment and expectations have swung. Behind these...
NasdaqGM:EH
NasdaqGM:EHAerospace & Defense

Evaluating EHang (NasdaqGM:EH) After Bangkok eVTOL Breakthrough and Reaffirmed 2025 Revenue Guidance

EHang Holdings (NasdaqGM:EH) just checked two big boxes for investors, showcasing a successful pilotless EH216-S passenger flight in Bangkok while reaffirming its 2025 revenue outlook. This tightened the link between technology milestones and future cash flows. See our latest analysis for EHang Holdings. The Bangkok milestone lands after a tougher stretch for the stock, with a 30 day share price return of minus 13.17 percent and year to date share price return of minus 8.30 percent. At the...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Is Appian’s Share Price Run in 2025 Justified by Its Fundamentals?

Wondering if Appian at around $40.96 is a hidden opportunity or a value trap? You are not alone, and this article is going to unpack exactly what you are paying for today. After a choppy few years, the stock has climbed 1.4% over the last week, 39.7% over the past month, and 23.4% year to date, even though the 5 year return still sits at a steep -73.2%. Recent interest around low code and automation platforms has put Appian back on some investors radar, especially as enterprises look for...
SEHK:966
SEHK:966Insurance

China Taiping (SEHK:966) Faces Major Fire Claims How Resilient Is Its Risk Management Strategy?

A deadly fire that previously ripped through seven high-rise towers in Hong Kong is expected to trigger a surge in insurance claims, with China Taiping Insurance (Hong Kong) reportedly exposed to more than US$200 million through coverage of the apartment complex and its renovation contractor. Fitch Ratings has indicated the incident is likely to temporarily lift the insurer’s combined ratio and modestly erode capital, but without jeopardizing its current credit rating. With this backdrop,...
NYSE:GPK
NYSE:GPKPackaging

Graphic Packaging Holding (GPK): Revisiting Valuation After a Sharp Year-To-Date Share Price Slide

Graphic Packaging Holding (GPK) has slid about 26% over the past 3 months and more than 40% year to date, prompting investors to revisit whether the current share price still matches its fundamentals. See our latest analysis for Graphic Packaging Holding. That slide has unwound most of Graphic Packaging Holding’s five year gains, with the steep year to date share price decline outpacing its three year total shareholder return drop and signaling momentum that is clearly fading despite modest...
ASX:4DX
ASX:4DXHealthcare Services

Assessing 4DMedical (ASX:4DX)’s Valuation After Landmark Philips CT:VQ Distribution Deal

4DMedical (ASX:4DX) just landed its largest commercial order yet, a US$10 million commitment from Philips that embeds its CT:VQ lung imaging technology into Philips’ North American catalogue and fast tracks broader adoption. See our latest analysis for 4DMedical. The Philips deal lands after a strong run, with 4DMedical’s 30 day share price return of 25.41% and year to date share price return of 295.83% signalling momentum is clearly building, despite a mixed five year total shareholder...
NYSE:IOT
NYSE:IOTSoftware

Samsara (IOT) Turns Q3 EPS Positive, Testing Bearish Valuation Narratives

Samsara (IOT) just posted Q3 2026 numbers with revenue of $416 million and Basic EPS of $0.01, marking a rare quarter in the black with net income of about $7.8 million. The company has seen revenue move from $300 million in Q2 2025 to $416 million in Q3 2026, while quarterly EPS shifted from a loss of about $0.09 to a modest profit as losses narrowed over time, and that margin progress is now front and center for investors dissecting this print. See our full analysis for Samsara. With the...
NYSE:BCC
NYSE:BCCTrade Distributors

How Boise Cascade’s (BCC) CEO Transition Plan Could Shape Its Operational Focus for Investors

Boise Cascade recently announced that long-time CEO Nate Jorgensen will retire on March 2, 2026, with current COO Jeff Strom stepping into the chief executive role the following day while Jorgensen remains on the board and the company leaves the COO position vacant. This carefully staged leadership transition, alongside Strom’s deep experience in Boise Cascade’s building materials distribution business, signals a continued emphasis on operational execution and distribution efficiency at the...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

What Intuitive Surgical (ISRG)'s Strong Procedure Growth and Cautious Margin Outlook Means For Shareholders

In the recent past, Intuitive Surgical reported a strong quarter with procedure growth beating expectations, slightly raised full-year procedure guidance, and robust U.S. system placements, while management flagged a tougher European capital expenditure backdrop and more cautious margin guidance. An interesting angle is how this combination of outperformance on surgical volumes alongside management’s conservative tone on margins and European demand creates a more nuanced picture of the...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Is Institutional Buying And AI Colocation Growth Altering The Investment Case For Core Scientific (CORZ)?

In recent months, asset manager VR Advisory Services accumulated over 1.2 million Core Scientific shares as the company reported stronger high-density colocation and AI infrastructure results alongside improved gross profit. This combination of institutional buying, analyst optimism and insider purchases highlights growing investor interest in Core Scientific’s shift away from volatile digital asset mining toward more data-center-like revenue streams. Next, we’ll examine how this...
OB:BWLPG
OB:BWLPGOil and Gas

Assessing BW LPG (OB:BWLPG)’s Valuation After Q3 Earnings Drop and New 2025 Dividend Approval

BWG (OB:BWLPG) just delivered a mixed update, with third quarter earnings down sharply from last year but a fresh cash dividend for 2025 signaling the board is still comfortable rewarding shareholders. See our latest analysis for BWG. The latest earnings drop seems to have cooled sentiment, with the share price at NOK 124.5 after a 1 month share price return of negative 7.98 percent and a 3 month share price return of negative 18.25 percent. Yet the 1 year total shareholder return of 10.34...
BATS:CBOE
BATS:CBOECapital Markets

Taking a Fresh Look at Cboe Global Markets (CBOE) Valuation After Its Multi‑Year Share Price Run

Cboe Global Markets (CBOE) has quietly outpaced the broader market over the past year, with the stock up around 25% as investors reward its diversified mix of options, futures, and global equity trading platforms. See our latest analysis for Cboe Global Markets. That steady climb shows up in the numbers, with the share price up strongly year to date and a three year total shareholder return above 100%, suggesting momentum is still firmly on Cboe’s side despite a recent pause. If Cboe’s run...
NasdaqGS:ZUMZ
NasdaqGS:ZUMZSpecialty Retail

Zumiez (ZUMZ) Q3: Profit Rebound Strengthens Bullish Margin-Recovery Narrative

Zumiez (ZUMZ) just posted a solid Q3 2026 print, with revenue of about $239 million and EPS of $0.57 as the specialty retailer continued to lean into its recent return to profitability. The company has seen revenue move from roughly $222 million in Q3 2025 to $239 million this quarter, while EPS climbed from $0.06 to $0.57, signaling a much healthier earnings run-rate as comparable sales rose 7.6% and margins pushed back into more comfortable territory for investors. See our full analysis for...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Is It Too Late To Consider EA After A 39.8% Year To Date Rally?

Wondering if Electronic Arts at around $203 a share is still a good buy or if you have already missed the move? Let us break down whether the current price makes sense for long term investors. The stock has quietly climbed 0.9% over the last week, 1.6% over the past month, and is now up 39.8% year to date, adding to a 22.7% gain over the last year and 66.2% over three years. Behind these returns is a steady stream of big franchise updates, new content drops for live service titles, and...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

ServiceTitan (TTAN) Q3 2026: Narrowing TTM Losses Challenge Bearish Profitability Narrative

Q3 2026 earnings snapshot and setup ServiceTitan (TTAN) just posted Q3 2026 results with revenue of about $249 million, a basic EPS loss of $0.42, and trailing twelve month revenue of roughly $916 million alongside a TTM EPS loss of $3.51. This underscores that the company is still in investment mode rather than profit harvesting. The business has seen revenue move from around $199 million in Q2 2025 to $249 million in Q3 2026 on a quarterly basis, and from roughly $685 million to $916...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Match Group (MTCH): Revisiting Valuation After Board Refresh and Governance Changes

Match Group (MTCH) just added seasoned e commerce leader Darrell Cavens to its board and moved to declassify that board, a governance shift that could subtly reshape how investors think about the stock. See our latest analysis for Match Group. The upbeat reaction around the board refresh fits with Match Group’s recent trading pattern, with a 1 month share price return of 4.01 percent but a weaker 3 year total shareholder return of negative 18.93 percent. This suggests that near term momentum...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Illumina (ILMN): Reassessing Valuation After Recent Share Price Momentum From a Low Base

Illumina (ILMN) shares have quietly shifted higher over the past month, and that small move sits against a much tougher backdrop when you zoom out to the past year and beyond. See our latest analysis for Illumina. That recent 30 day share price return of 5.33 percent, and a strong 90 day share price return of 30.35 percent, stands in contrast to a still negative 1 year total shareholder return of 8.6 percent. This suggests momentum is rebuilding from a low base. If Illumina has put your radar...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group (KNSL): Evaluating Valuation After Strong Results and Expansion Contrast With a New Yearly Low

Kinsale Capital Group (KNSL) just hit a fresh 52 week low even as it beat expectations on its latest quarterly results and wrapped up a headquarters expansion, a mix that has investors reassessing the story. See our latest analysis for Kinsale Capital Group. The fresh 52 week low caps a tough stretch, with the 1 year total shareholder return down sharply even as the 3 and 5 year total shareholder returns remain solid. This is a sign that momentum has faded while the long term story is still...
ASX:REA
ASX:REAInteractive Media and Services

Does REA Group’s AI and Data Push With OpenAI, Neighbourlytics and Ray White Reshape the Bull Case (ASX:REA)?

In recent months, REA Group has partnered with OpenAI, launched its realAssist AI companion and expanded natural-language search on realestate.com.au, while also acquiring Neighbourlytics and signing a network-wide data and Pro tools deal with Ray White. Together, these moves show REA Group intensifying its push to turn rich property, community and agent data into differentiated AI-powered services across the real estate ecosystem. We’ll now examine how REA Group’s OpenAI-powered realAssist...
NasdaqGM:RNA
NasdaqGM:RNABiotechs

Assessing Avidity Biosciences After Its 556.6% Surge and Bullish RNA Therapy Updates

Wondering if Avidity Biosciences is still a smart buy after its huge run, or if most of the upside is already priced in? Here is a look at what the numbers suggest about value from here. The stock has cooled slightly in the last week, slipping about 0.1%, but it is still up 2.6% over the past month, 129.7% year to date, and 556.6% over 3 years, which indicates the market has rapidly rewritten its expectations. That surge in optimism has been driven largely by excitement around Avidity's...
NYSE:SN
NYSE:SNConsumer Durables

Is SharkNinja Still Attractively Priced After Its Strong 2025 Share Price Rally?

If you are wondering whether SharkNinja is still attractively priced after its big run, or if it is starting to look overheated, this article will walk through what the numbers suggest about its current value. The stock has climbed to around $108.34, with returns of 11.0% over the last week, 25.4% over the last month, and 11.6% year to date. That naturally raises the question of whether the market is now pricing in too much optimism. Recent coverage has highlighted SharkNinja's momentum as a...
NYSE:HY
NYSE:HYMachinery

Is Hyster-Yale (HY) Using Dividends And Aftermarket Focus To Quietly Rewire Its Margin Story?

Hyster-Yale recently reported its latest quarterly results and declared a dividend, underscoring its ongoing role manufacturing and servicing lift trucks and components worldwide. The company’s emphasis on aftermarket services and operational performance highlights how it is trying to deepen recurring revenue streams within the industrial equipment sector. Next, we’ll examine how the quarterly earnings and dividend announcement interact with Hyster-Yale’s margin-improvement investment...