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ImmunityBio (IBRX) is back in focus after the FDA acknowledged receipt of the company’s resubmitted supplemental Biologics License Application for ANKTIVA plus BCG in BCG unresponsive non muscle invasive bladder cancer with papillary tumors. See our latest analysis for ImmunityBio. The FDA’s acknowledgement of the resubmitted ANKTIVA filing comes after a very strong 90 day share price return of 277.63% and a year-to-date share price return of 309.41%. However, the 7 day share price return of...

If you are wondering whether Solaris Energy Infrastructure is still reasonably priced after its strong run, this article will walk through what that current share price could imply about underlying value. The stock recently closed at US$55.35, with returns of 10.6% over 7 days, 4.5% over 30 days, 10.1% year to date, 122.1% over 1 year and a very large gain over 3 years that sits well above 7x, alongside a 352.8% return over 5 years. Recent price moves have come as Solaris Energy...

Judah Spinner’s BlackBird Financial recently increased its Builders FirstSource (BLDR) stake by a very large multiple after a sharp share price decline, signaling renewed interest despite ongoing weakness in the U.S. housing market. See our latest analysis for Builders FirstSource. That buying decision comes after a rough patch for the stock, with a 30 day share price return of 26.7% decline and a 1 year total shareholder return of 29.6% loss. However, the 5 year total shareholder return of...

YCG Investments and YCG LLC recently highlighted TransDigm Group as a key aerospace components supplier with resilient fundamentals across commercial and military aircraft platforms. Their commentary, alongside a rise in hedge fund ownership during the fourth quarter of 2025, points to strengthening institutional conviction in TransDigm’s business quality and positioning. Next, we’ll examine how this growing institutional interest might influence TransDigm’s investment narrative built around...

Oruka Therapeutics (ORKA) has begun an open-label extension Phase 2 trial of ORKA-001 in moderate to severe plaque psoriasis, evaluating long term safety, efficacy, and potentially convenient once yearly dosing schedules. See our latest analysis for Oruka Therapeutics. The latest ORKA-001 trial update comes after a strong run in the stock, with a year to date share price return of 19.17% and a 1 year total shareholder return above 200%. This suggests momentum has been building as investors...

TKO Group Holdings recently launched a US$800 million accelerated share repurchase and a US$200 million 10b5-1 plan, funded in part by a new US$900 million term loan and an expanded US$350 million revolving credit facility, while also declaring a US$0.78 per share quarterly dividend payable on March 31, 2026. These capital returns, layered on top of TKO’s ongoing share buyback completion and recent earnings update, highlight management’s focus on reducing the Class A share count while...

Lenovo Group (SEHK:992) is back in focus after a string of AI centric product announcements, including adaptive devices, the Lenovo Qira cross device experience, and new premium AI driven enterprise support services. See our latest analysis for Lenovo Group. Those AI focused launches have arrived alongside a 4.44% 7 day share price return and a 5.01% 30 day share price return at HK$9.65, even though the 1 year total shareholder return is a 13.87% decline compared with a still positive 3 year...

If you are looking at KLA and wondering whether the current share price still offers value, you are not alone. This article will help you frame that question clearly. KLA shares last closed at US$1,465, with returns of 1.7% over 30 days, 14.9% year to date and 117.0% over the past year, so it is understandable if you are questioning what is already priced in. Recent coverage of KLA has focused on its position in semiconductor process control equipment and how that exposure ties into long...

Oklo (NYSE:OKLO) and Centrus Energy plan a joint venture to build a centralized deconversion and enrichment hub for high assay low enriched uranium fuel in Piketon, Ohio. The planned hub would co locate enrichment and deconversion services at the existing Centrus site to address bottlenecks in the U.S. advanced nuclear fuel supply chain. This move is aimed at supporting next generation nuclear projects across the country, including Oklo’s own reactor deployment plans. For investors watching...

Flint (TSX:FLNT) has just released its FY 2025 numbers, reporting fourth quarter revenue of CA$128.9 million and basic EPS of roughly CA$0.01, set against trailing 12 month EPS of CA$0.93. The company’s quarterly revenue has moved from CA$211.6 million and EPS of CA$1.90 in Q3 2024 to CA$148.8 million and EPS of CA$2.53 in Q3 2025. Meanwhile, trailing 12 month revenue sat at CA$563.8 million and net income (excluding extra items) at CA$29.8 million in the latest period. These figures leave...

Core Molding Technologies (CMT) has wrapped up FY 2025 with fourth quarter revenue of US$74.7 million and basic EPS of US$0.36 on net income of US$3.1 million, with the trailing twelve month figures sitting at US$273.8 million of revenue and EPS of US$1.31. Over recent periods the company has seen quarterly revenue range from US$58.4 million to US$79.2 million, with basic EPS moving between US$0.22 and US$0.47. This gives investors a clear view of how earnings power has tracked alongside the...

Shoulder Innovations (SI) has wrapped up FY 2025 with Q4 revenue of US$14.4 million and a basic EPS loss of US$0.38, capping off a twelve month stretch where revenue reached US$47.3 million and basic EPS over the trailing period came in at a loss of US$4.65. The company has seen quarterly revenue move from US$8.7 million in Q4 2024 to US$14.4 million in Q4 2025, while quarterly basic EPS losses shifted from US$45.21 in Q4 2024 to US$0.38 in Q4 2025, creating a picture in which strong top line...

SoFi Technologies (SOFI) just pushed further into digital payments through an expanded partnership with Mastercard that lets its fully reserved SoFiUSD stablecoin be used for settlement across the global Mastercard network. See our latest analysis for SoFi Technologies. That Mastercard announcement lands at a tricky time for the stock, with a 30 day share price return of 13.28% and a 90 day share price return of 31.60% feeding into a 32.57% year to date share price decline, even as the 1 year...

loanDepot (LDI) just wrapped up FY 2025 with Q4 revenue of US$266.6 million and a net loss of US$22.5 million, which translated to EPS of a US$0.10 loss, setting a cautious tone for the full year. The company has seen quarterly revenue move from US$164.9 million in Q4 2024 to US$266.6 million in Q4 2025, while EPS shifted from a US$0.17 loss to a US$0.10 loss over the same stretch, leaving investors focused on how much of that top line is making it through to the bottom line. The latest...

Share buyback authorisation and what it could mean for investors Singapore Exchange (SGX:S68) has kicked off a share repurchase program authorised at its October 2025 AGM, allowing buybacks of up to 107,164,240 shares, or 10% of its issued ordinary share capital. For you as an investor, this type of announcement often raises two questions: how the buybacks might affect future share supply, and what the move says about management’s view of the business at the current trading price. See our...

Why Zenas BioPharma Is On Investors’ Radar Today Zenas BioPharma (ZBIO) has drawn fresh attention after recent share price swings, with the stock showing a gain over the past month but a weaker performance across the past 3 months and year to date. See our latest analysis for Zenas BioPharma. Short term momentum has cooled, with a 1 day share price return showing a decline of 2.24% and a 7 day share price return showing a decline of 1.86%. Over 30 days, the share price return of 12.72% sits...

New Hope (ASX:NHC) has extended its share buyback program by one year, with the plan now running until 2 March 2027. This move often prompts investors to reassess capital management and valuation. See our latest analysis for New Hope. New Hope’s recent 1-month share price return of 8.84% and 90-day share price return of 26.88% suggest momentum has been building. A 1-year total shareholder return of 34.59% and a very large 5-year total shareholder return indicate longer term holders have also...

Fluor stock snapshot after recent performance Fluor (FLR) has seen its share price slip about 0.8% on the day and roughly 7% over the past month, even as its 1 year total return sits near 25%. That mix of shorter term weakness and stronger longer term performance is prompting some investors to reassess how Fluor’s US$44.60 share price lines up with its recent fundamentals and value score of 4. See our latest analysis for Fluor. Recent trading has cooled, with a 7 day share price return of...

Recent performance snapshot AXIS Capital Holdings (NYSE:AXS) has seen mixed share performance recently, with a 1 day return of a 1.38% decline, a 7 day return of a 3.86% decline, and a month return of a 3.11% decline. Over longer periods, the stock shows a past 3 months return of a 3.65% decline and a year to date return of a 4.23% decline, while the 1 year total return stands at 10.57%, and 3 year and 5 year total returns are 103.30% and 121.24% respectively. See our latest analysis for AXIS...

Assystem (ENXTPA:ASY) has just posted its FY 2025 numbers, with first half revenue of €326.4 million and net income of €4.7 million, translating into basic EPS of €0.33, while the trailing 12 month line shows revenue of €656.6 million and net income of €7.4 million. Over recent reporting periods the company has seen revenue move from €301.3 million in H1 2024 to €310 million in H2 2024 and then to €326.4 million in H1 2025, alongside basic EPS readings of €0.35, €0.21 and €0.33. The latest...

Why Getty Realty is on investors’ radar Getty Realty (GTY) has drawn fresh attention after recent trading left the shares with a 1 day return of about 0.2% and a past week return near 0.8%. For investors tracking consistency rather than short term swings, the stock’s past month return of roughly 7.9% and past 3 months return of about 16.6% sit alongside a year to date return close to 20.4%. See our latest analysis for Getty Realty. At a share price of US$33.18, Getty Realty’s recent 30 day...

Franco-Nevada (TSX:FNV) has just wrapped up FY 2025 with fourth quarter revenue of US$609.3 million and basic EPS of US$1.91. Trailing 12 month revenue came in at US$1.8 billion with basic EPS of US$5.77. Over the past year, the company has reported revenue of US$1.1 billion and basic EPS of US$2.87 on a trailing 12 month basis at Q4 2024, rising to US$1.8 billion and US$5.77 respectively at Q4 2025, alongside reported net income of US$1.1 billion. With net profit margins in the trailing 12...

Global Infrastructure Partners, now part of BlackRock, is selling its remaining stake in Naturgy Energy Group through an accelerated bookbuilt offering. The sale fully exits GIP from Naturgy Energy Group and will be closely watched for its impact on the company’s shareholder base. Naturgy Energy Group shares last closed at €24.88 under the ticker BME:NTGY. For you as an investor, the key point is that a long standing institutional shareholder is stepping away from BME:NTGY. This can reshape...

Daktronics, Inc. has completed a long-running share repurchase program and reported improved past-quarter results, with sales rising to US$181.87 million and net income of US$3.01 million versus a loss a year earlier. Alongside this return to profitability, a US$25 million OCVIBE partnership and the retirement of 11.46% of its shares highlight how Daktronics is pairing large-scale project wins with capital returns. Next, we’ll examine how Daktronics’ swing back to profitability and...