NasdaqGS:PI
NasdaqGS:PISemiconductor

Stronger Q3 Beat and Gen2X Launch Might Change The Case For Investing In Impinj (PI)

In late 2025, Impinj reported third-quarter results that exceeded market expectations, with earnings per share of US$0.58 and revenue of US$96.1 million, while also unveiling new Gen2X RFID innovations aimed at combating counterfeiting and improving tag targeting at its Solutions Developers Conference 2025. These results build on several years of strong revenue and earnings growth, reinforcing the view that Impinj’s product innovation and operating leverage are increasingly central to its...
SEHK:2600
SEHK:2600Metals and Mining

Evaluating Chalco (SEHK:2600)’s Valuation After Planned Restricted Share Repurchase Review

Aluminum Corporation of China (SEHK:2600) has called a late November board meeting to review the repurchase and cancellation of certain unvested restricted shares, as well as an adjustment to the repurchase price. See our latest analysis for Aluminum Corporation of China. The upcoming decision on restricted share repurchases lands after a powerful run, with a roughly 71 percent 3 month share price return and a 3 year total shareholder return above 260 percent, suggesting momentum is still...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS): Reassessing Valuation After Share Price Slump and ETF Expansion Strategy

Cohen & Steers (CNS) has been under pressure this year, with shares sliding more than 32% as investors reassess asset managers in a tougher market and grapple with shifting sentiment toward active strategies. See our latest analysis for Cohen & Steers. That drop has left Cohen & Steers trading around $62.40, with a steep year to date share price return of about minus 32%. The one year total shareholder return of roughly minus 36% contrasts with a modest positive three year total shareholder...
TASE:DORL
TASE:DORLRenewable Energy

Doral Group Renewable Energy Resources (TASE:DORL): Evaluating Valuation After Q3 Revenue Growth and Swing to Net Loss

Doral Group Renewable Energy Resources (TASE:DORL) just posted Q3 results that combine solid revenue growth with a sharp swing into losses, a mix that is forcing investors to reassess the recent rally. See our latest analysis for Doral Group Renewable Energy Resources. The Q3 figures landed after a strong run, with the share price at ₪29.9 and a 90 day share price return of almost 90 percent. The three year total shareholder return above 200 percent shows momentum has been building for some...
NYSE:CARR
NYSE:CARRBuilding

Does Carrier’s Bigger Dividend and US$5 Billion Buyback Refine Its Capital Allocation Story (CARR)?

Carrier Global’s board has approved a higher quarterly dividend of US$0.24 per share, payable on 9 February 2026 to investors recorded as shareholders on 20 January 2026. This larger dividend, alongside the previously announced US$5.00 billion share buyback plan, highlights Carrier’s focus on returning capital while its core HVAC and refrigeration businesses face mixed end‑market conditions. We’ll now explore how Carrier’s higher dividend, paired with its large buyback program, influences...
NYSE:CBT
NYSE:CBTChemicals

Cabot (CBT) Valuation After Leadership Shift in Reinforcement Materials Segment

Cabot (CBT) just made a meaningful leadership move by naming long time insider William Masterson to run its Reinforcement Materials segment after the immediate exit of Matthew Wood, and investors are asking what this means for the stock. See our latest analysis for Cabot. The leadership shake up lands at a tricky time for Cabot, with its 90 day share price return of minus 20.34 percent and 1 year total shareholder return of minus 38.59 percent signaling fading momentum despite a much...
NYSE:TALO
NYSE:TALOOil and Gas

Will Talos Energy's Q3 Profit Beat and Daenerys Oil Find Change Talos Energy's (TALO) Narrative

Talos Energy recently reported strong Q3 2025 results, delivering a surprise profit and revenue beat for the fifth straight quarter while confirming a major oil discovery at its Daenerys prospect in the Gulf of Mexico. This combination of consistent earnings outperformance and a new Gulf of Mexico find strengthens the company’s production outlook and operational momentum going forward. We’ll now explore how Talos Energy’s surprise Q3 profitability and the Daenerys discovery may reshape its...
DFM:AIRARABIA
DFM:AIRARABIAAirlines

3 Middle Eastern Dividend Stocks Yielding Up To 5.5%

Amid rising oil prices and anticipation of U.S. rate cuts, most Gulf stock markets have recently experienced gains, reflecting investor optimism in the region's economic resilience. In this dynamic environment, dividend stocks can offer a stable income stream, making them an attractive option for investors seeking to capitalize on current market conditions while potentially benefiting from regional growth prospects.
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Group (CG) valuation check after weak earnings, revenue miss and peer-lagging quarterly performance

Carlyle Group (CG) just turned in a rough earnings report, with revenue down sharply year on year and both sales and EPS missing expectations, making it the weakest performer in its peer group. See our latest analysis for Carlyle Group. Even with the weak quarter, investors have mostly looked through the noise, with a 1 month share price return of 7.68% offsetting a softer 90 day move and backing up a hefty 3 year total shareholder return of 113.09%. This suggests longer term momentum remains...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Huron Consulting Group (HURN): Valuation Check After New NLHS Digital Health Collaboration Announcement

Huron Consulting Group (HURN) is back in the spotlight after joining Keyin College, Vantiq, and Newfoundland and Labrador Health Services in a new digital health collaboration under NLHS's 2025 to 2026 Innovation Strategy. See our latest analysis for Huron Consulting Group. Investors seem to be rewarding Huron for exactly these kinds of healthcare and digital transformation wins. The latest share price is $166.23, with a strong year to date share price return of 34.81 percent and a standout...
NYSE:CNX
NYSE:CNXOil and Gas

CNX Resources (CNX): Reassessing Valuation After Strong Q3 Beat, Leadership Changes and a New 52-Week High

CNX Resources (CNX) just checked several big boxes for investors, topping Q3 expectations, announcing a C suite shake up, and pushing to a fresh 52 week high on renewed market confidence. See our latest analysis for CNX Resources. At $40.39, CNX’s recent 17.04% 1 month share price return and 307.98% 5 year total shareholder return indicate that momentum may still be building as the market reassesses its growth and risk profile. If CNX’s run has you rethinking where the next big movers might...
NasdaqGS:TYRA
NasdaqGS:TYRABiotechs

Tyra Biosciences (TYRA): Assessing Valuation After New Leadership Hires to Drive Dabogratinib Pipeline Forward

Tyra Biosciences (TYRA) is shaking up its leadership team, bringing in seasoned operators Bhavesh Ashar as Chief Operating Officer and Heather Faulds as Chief Regulatory Officer, with a clear focus on advancing oral dabogratinib. See our latest analysis for Tyra Biosciences. The leadership shake up lands at a time when sentiment is already improving, with a roughly 45 percent 1 month share price return helping drive a stronger 3 month share price performance and underlining building momentum...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

eBay (EBAY): Assessing Valuation After a Strong Year of Share Price Gains

eBay (EBAY) has quietly outperformed over the past year, with the stock up around 31% and the business still throwing off steady profits. That combination naturally raises a question about valuation. See our latest analysis for eBay. Over the past year, that upward grind in eBay’s share price, reflected in a roughly 32% year to date share price return and a three year total shareholder return above 100%, signals that investors are steadily rewarding its resilient cash generation even as near...
TSX:NWC
TSX:NWCConsumer Retailing

Does North West’s Recent 10% Price Rise Reflect Its True Value in 2025?

If you are wondering whether North West is still attractively priced today or whether the market has already incorporated most of the potential upside, this is a good place to unpack what the numbers are really indicating. The stock has inched up 0.8% over the last week and 9.6% over the last month. That compares with a modest 1.4% gain year to date and a slightly negative 1 year return of -2.3%, following a stronger 3 year and 5 year performance of 53.7% and 78.6% respectively. Recent moves...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

How Investors May Respond To Harmonic (HLIT) Powering Telia’s Virtualized Broadband Upgrade With cOS Platform

Harmonic recently announced that Telia, Norway’s second-largest telecom operator, is upgrading its broadband network using Harmonic’s cOS virtualized broadband platform, including migration to DOCSIS 3.1 and deployment of automation, analytics and spectrum management tools. This deal highlights growing operator interest in virtualized, software-based broadband infrastructure that can cut operating costs, extend hardware lifecycles and support higher-speed services. Against this backdrop,...
TSXV:SSV
TSXV:SSVMetals and Mining

Southern Silver Exploration (TSXV:SSV) Is Up 22.0% After Bonanza-Grade Puro Corazon Drill Results And C$5M Financing - Has The Bull Case Changed?

Southern Silver Exploration Corp. recently announced a bought-deal private placement with Red Cloud Securities to sell 10,000,000 common shares at C$0.50 each, raising C$5,000,000 with an option for an additional 2,000,000 shares, alongside reporting bonanza-grade, near-surface silver mineralization at its Puro Corazon claim in Durango, Mexico. This combination of fresh capital and very high-grade drilling results at the newly acquired Puro Corazon claim could materially influence plans to...
NYSE:ZGN
NYSE:ZGNLuxury

Is Zegna’s New Family-led Succession Plan Altering The Investment Case For Ermenegildo Zegna (ZGN)?

Ermenegildo Zegna N.V. has outlined a new leadership structure effective January 1, 2026, with current CEO Gildo Zegna becoming Group Executive Chairman, CFO and COO Gianluca Tagliabue stepping in as acting Group CEO pending shareholder approval, and Gian Franco Santhià moving into the Group CFO role. The succession plan also brings the fourth generation of the Zegna family to the forefront, with Edoardo and Angelo Zegna becoming Co-CEOs of the ZEGNA brand, underscoring a balance between...
NYSE:ETSY
NYSE:ETSYMultiline Retail

How Etsy’s OpenAI-Powered ChatGPT Shopping Integration At Etsy (ETSY) Has Changed Its Investment Story

Etsy recently announced a partnership with OpenAI that lets U.S. ChatGPT users directly discover and purchase Etsy products, supported by the company’s ongoing AI investments in personalization, search ranking, and seller tools. This move positions Etsy to tap into emerging AI-assisted shopping behavior and potentially deepen shopper engagement with its handmade and creator-led inventory during the holiday season and beyond. Next, we’ll explore how Etsy’s OpenAI-powered shopping integration...
ASX:JMS
ASX:JMSMetals and Mining

3 ASX Penny Stocks With Market Caps Larger Than A$10M

Australian shares are poised for further gains this week, buoyed by a surge in copper prices, with the ASX futures indicating an upward trend. While penny stocks might seem like a throwback to earlier trading days, they remain relevant for investors seeking opportunities beyond the well-known giants. These smaller or newer companies can offer surprising value when backed by solid financial foundations, and we've identified three such stocks on the ASX that combine balance sheet strength with...