NYSE:BDX
NYSE:BDXMedical Equipment

Is Becton Dickinson (BDX) Quietly Reframing Its Moat Around Everyday Hospital Safety Workflows?

Earlier this month, BD (Becton, Dickinson and Company) and ChemoGLO announced a collaboration that links BD’s 10‑minute HD Check point‑of‑care hazardous drug tests with ChemoGLO’s LC‑MS/MS lab analysis, giving healthcare facilities an integrated way to detect and quantify surface contamination and better protect staff. This pairing of rapid screening with detailed follow‑up results aligns with expert recommendations for both qualitative and quantitative monitoring, underscoring BD’s push to...
TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD): Reassessing Valuation After a 13% Share Price Slide Despite Ongoing Revenue Growth

Lightspeed Commerce (TSX:LSPD) has been quietly repriced by the market over the past month, with shares sliding about 13% even as the business continues to grow revenue at a double digit clip. See our latest analysis for Lightspeed Commerce. That recent 30 day share price return of minus 12.7 percent sits on top of a much tougher backdrop, with the year to date share price return down close to 30 percent and the 1 year total shareholder return falling even further. This suggests momentum is...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Perella Weinberg (PWP): Valuation Check After Winning Schroders Advisory Mandate

Perella Weinberg Partners (PWP) climbed after reports that Schroders hired the firm to advise on a potential sale of its financial planning arm, Benchmark Capital. The mandate could deepen PWP’s deal pipeline and fee visibility. See our latest analysis for Perella Weinberg Partners. Even with today’s move and a recent 7 day share price return of just over 2 percent, PWP is still working through a rough patch, with a year to date share price return of around minus 21 percent. However, it has a...
ENXTPA:CDI
ENXTPA:CDILuxury

Christian Dior (ENXTPA:CDI): Reassessing Valuation After a Recent Share Price Recovery

Christian Dior (ENXTPA:CDI) has quietly climbed about 24% over the past 3 months, even as this year’s performance looks more muted. That gap alone is making long term investors pause and reassess. See our latest analysis for Christian Dior. While the year to date share price return is still slightly negative, that 24% 3 month share price gain and a modest 1 year total shareholder return of 3.3% suggest momentum has started to rebuild as investors warm to Christian Dior’s longer term prospects...
TSX:GIB.A
TSX:GIB.AIT

What CGI (TSX:GIB.A)'s AI-Driven Cloud Wins and Record Backlog Reveal About Its Evolving Moat

CGI Inc. recently reported strong Q4 2025 results with year-over-year revenue growth, a 119% book-to-bill ratio, and a CA$31.45 billion backlog, while renewing key client relationships and achieving AWS Premier Tier Services Partner and SAP Competency Partner status. At the same time, Nevada’s deployment of CGI’s government-focused ERP platform and the expanded Highmark ProperPay partnership highlight how CGI’s AI-enabled IP and cloud capabilities are becoming embedded in critical public and...