TSX:ARIS
TSX:ARISMetals and Mining

Reassessing Aris Mining (TSX:ARIS) After a Tripling Share Price: Is Further Upside Still Justified?

Aris Mining (TSX:ARIS) has quietly become one of the stronger performers on the TSX this year, with the stock up over 3x year to date as investors reassess its growth story. See our latest analysis for Aris Mining. That surge has been backed by a powerful 317% year to date share price return and a 339% one year total shareholder return, with the latest move higher suggesting bullish momentum is still building at around CA$21.96. If Aris’s run has you rethinking where growth and risk are...
TSE:7974
TSE:7974Entertainment

Nintendo (TSE:7974) Valuation Check as Switch 2 Sales Climb and Memory Costs Pressure Margins

Nintendo (TSE:7974) is in the spotlight after higher memory chip costs pressured margins just as its Switch 2 console takes off, a timing twist that is reshaping how investors think about its next hardware cycle. See our latest analysis for Nintendo. The recent drop, including a 1 month share price return of negative 18.27 percent, likely reflects investors recalibrating near term margin expectations, even as Nintendo’s 3 year total shareholder return of 103.06 percent suggests the longer...
NYSE:PERF
NYSE:PERFSoftware

Perfect Corp (NYSE:PERF) Valuation Check After New AI Holiday Shopping Trend Report

Perfect (NYSE:PERF) just released a new trend report on how AI is reshaping holiday shopping, showing that nearly 90% of consumers already lean on AI tools to discover products and personalize their experience. See our latest analysis for Perfect. The upbeat reaction to this latest AI shopping report adds a modest boost to Perfect’s recent momentum, with a 1 month share price return of 4.02 percent. However, that sits against a much weaker year to date share price return and a still heavily...
HLSE:SAMPO
HLSE:SAMPOInsurance

Sampo (HLSE:SAMPO): Assessing Valuation After Recent Share Price Gains

Recent performance and market context Sampo Oyj (HLSE:SAMPO) has quietly extended its upward trend, with the share price up about 3 % over the past month and roughly 6 % in the past 3 months, drawing fresh interest from income focused investors. See our latest analysis for Sampo Oyj. That steady 28.46 % year to date share price return, alongside a robust 35.86 % one year total shareholder return when dividends are included, suggests momentum is quietly building as investors lean into Sampo...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

WeRide (WRD): Taking a Fresh Look at Valuation After Launching Public Robotaxi Service in Dubai

WeRide (WRD) just flipped the switch on public robotaxi rides in Dubai, rolling out its autonomous fleet on the Uber app across busy beachside districts, and investors are now weighing what this expansion means for future growth. See our latest analysis for WeRide. The launch in Dubai comes after a strong operational ramp up this year, yet the stock tells a more cautious story, with a 30 day share price return of 20.22 percent but a year to date share price return of negative 39.68 percent...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

Assessing Apogee Therapeutics (APGE) Valuation After Stephens Highlights APG777’s Potential in Atopic Dermatitis

Stephens just kicked off coverage of Apogee Therapeutics (APGE) after highlighting fresh data around its lead drug APG777 in atopic dermatitis, a move that shines a brighter light on the company’s long term pipeline story. See our latest analysis for Apogee Therapeutics. That backdrop helps explain why investors have been leaning in, with Apogee’s 30 day share price return at 21.18 percent, a powerful 90 day share price return of 111.74 percent, and a 1 year total shareholder return of 62.13...
NYSE:NET
NYSE:NETIT

Is It Too Late To Consider Cloudflare After Its 74% Surge In 2025?

Wondering if Cloudflare is still worth buying after its massive run, or if the stock has already priced in the hype? Let us unpack what the current share price is really implying about its future. Cloudflare is not exactly a quiet name, with the stock up 73.9% year to date and 73.6% over the last year, even after a recent 3.3% dip this week and a roughly flat 30 day move at down 0.3%. These swings have come as investors digest a steady stream of product launches and partnership announcements...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX) Q2 2026 Margin Stability Keeps Efficiency Narratives Under Scrutiny

FedEx (FDX) has posted Q2 2026 results with revenue of $23.5 billion and basic EPS of $4.07, anchored by net income of $956 million as the company continues to navigate a steady but measured freight environment. The company has seen revenue move from $21.6 billion in Q3 2025 to $22.0 billion in Q4 2025, $22.2 billion in Q1 2026, and now $23.5 billion in Q2 2026. Basic EPS has ranged from $3.78 to $6.92 over that stretch before landing at $4.07 this quarter, setting up a picture of consistent...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH (ENXTPA:MC) Using Bulgari’s New CEO To Rebalance Heritage And Luxury Hospitality Ambitions?

In July 2025, Laura Burdese took over as CEO of Bulgari, succeeding long-time leader Jean-Christophe Babin, who remains chairman and head of the Bulgari Hotel business unit. This leadership reshuffle at one of LVMH’s key jewelry and hospitality brands could subtly reshape how the group balances heritage with expansion. We’ll now explore how Burdese’s appointment at Bulgari might influence LVMH’s broader investment narrative, especially around brand diversification and luxury hospitality. The...
NasdaqGS:SCHL
NasdaqGS:SCHLMedia

Scholastic (SCHL) EPS Rebound to $2.20 Tests Bearish Profitability Narrative in Q2 2026

Scholastic (SCHL) has just posted Q2 2026 results with revenue of $551.1 million and net income of $55.9 million, translating to basic EPS of $2.20 for the quarter. The company has seen quarterly revenue move from $544.6 million in Q2 2025 to $551.1 million in Q2 2026, while EPS shifted from $1.73 to $2.20 over the same period, setting the stage for investors to focus closely on how sustainable these margins look after a volatile run of prior quarters. See our full analysis for...
NYSE:CAT
NYSE:CATMachinery

Caterpillar (CAT): Reassessing Valuation After AI Sell-Off Volatility, Automation Push, and New Legal Challenges

Caterpillar (CAT) has suddenly become a lightning rod, pulling the Dow lower during this week’s AI driven sell off, even as it leans harder into automation, digital services, and autonomous mining fleets ahead of its 2026 showcase. See our latest analysis for Caterpillar. Despite the AI driven pullback and headlines around new automation rollouts, Caterpillar’s 7 day share price return of minus 3.6 percent is just a pause in a powerful uptrend. Year to date share price gains above 60 percent...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark (CLSK) Valuation Check After Recent Share Price Volatility

CleanSpark (CLSK) has been on a bumpy ride lately, with the stock jumping 7% in the past day but still down over the past 3 months. That mix tends to attract opportunistic traders. See our latest analysis for CleanSpark. That recent 1 month share price return of 17.71% comes after a choppy spell, but with a 27.30% year to date share price gain and a 3 year total shareholder return above 500%, momentum still looks more constructive than weak. If CleanSpark’s swings have you thinking about...
NYSE:ELV
NYSE:ELVHealthcare

Does Elevance Health’s 2025 Valuation Reflect Its Cash Flow Growth Potential?

Wondering if Elevance Health is quietly turning into a value opportunity after a rough patch? This article will walk you through whether the current price really makes sense. The stock closed at $340.69 recently and, while it is down 5.1% over the last week and 6.9% year to date, it has climbed 7.7% over the past month and is still up 18.1% over five years, which hints at a recovery story that is still unfolding. Recent headlines around Elevance have focused on its ongoing push into...
TSX:WPM
TSX:WPMMetals and Mining

Is It Too Late to Consider Wheaton Precious Metals After Its 97.1% Surge in 2025?

If you are wondering whether Wheaton Precious Metals remains attractively priced after its huge run, or if you would be paying up at the top, this breakdown will help you think through what the stock might be worth today. The share price has climbed about 1.9% over the last week and 12.7% over the last month. It has also surged 97.1% year to date, with a 222.3% gain over five years reshaping how the market prices its prospects. These moves have come as investors have increased their exposure...
NYSE:ICE
NYSE:ICECapital Markets

Will a Potential MoonPay Stake Deepen Intercontinental Exchange's (ICE) Digital Asset Bridge to TradFi?

In recent days, multiple reports indicated that Intercontinental Exchange, the owner of the New York Stock Exchange, has been in talks to invest in crypto payments firm MoonPay as part of a new funding round that would value MoonPay at about US$5 billion, expanding ICE’s footprint in digital assets and payments infrastructure. This potential investment, alongside ICE’s existing interests in platforms like Bakkt and Polymarket, underlines how the company is building a broader ecosystem around...
NYSE:CALX
NYSE:CALXCommunications

Has Calix’s 61% 2025 Rally Fully Reflected Broadband Growth Momentum?

If you have been wondering whether Calix is still a buy after its big run up, this breakdown will help you decide if the current price really makes sense or if the upside has already been priced in. The stock is up 1.8% over the last week and 61.3% year to date, while returning 54.7% over the past year, despite being down slightly at -0.3% over the last month and still below its 3 year highs. Investors have been reacting to ongoing momentum in Calix's broadband and cloud platforms, as US...