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Why Zurich Insurance Group’s risk warnings are back in focus Zurich Insurance Group (SWX:ZURN) is back on investors’ radar after senior executives highlighted rising geopolitical, technological, and societal risks, ahead of the group’s upcoming presentation at the Octavian Seminar 2026 in Davos. See our latest analysis for Zurich Insurance Group. Zurich’s share price at CHF 578.8 has slipped over the year to date, yet a 90 day share price return of 4.25% sits alongside a 1 year total...

Setting the stage after recent performance Novavax (NVAX) has drawn fresh attention after a mixed stretch, with the share price down about 5% over the past day but up around 19% over the past month and modestly higher year to date. See our latest analysis for Novavax. Against that backdrop, Novavax’s 30 day share price return of about 19% and year to date share price gain of around 9% sit alongside a 1 year total shareholder return of roughly 9% decline. This points to improving short term...

361 Degrees International (SEHK:1361) just reported approximately 10% retail sales growth in both core and kids products for Q4 2025, alongside high double digit e commerce growth compared with the prior year period. See our latest analysis for 361 Degrees International. The latest trading update comes after a strong run for investors, with a year to date share price return of 9.67% and a 1 year total shareholder return of 55.03%. Over 5 years, the total shareholder return is more than 5x,...

Bonesupport Holding AB recently issued earnings guidance for its past fourth quarter of 2025, projecting net sales of SEK 313 million, and for full year 2026 it signalled sales growth above 35% at constant exchange rates. This guidance highlights management’s confidence in sustained demand for its CERAMENT portfolio and underscores how currency‑adjusted growth underpins the company’s operating momentum. We’ll now consider how this strong constant‑currency sales outlook reshapes Bonesupport’s...

In recent days, analysts at Bernstein and Goldman Sachs have highlighted DSV as a preferred name in European logistics, emphasizing its asset-light model, Schenker integration capabilities, and potential capital markets day and share buyback catalysts in 2026, while the company also exited USA Truck and managed a warehouse fire in Poland. This combination of renewed analyst attention, portfolio reshaping through the USA Truck sale, and operational incident management is shaping how investors...

Citi and Mesirow analysts recently updated their views on Deckers Outdoor ahead of its fiscal Q3 report, highlighting shifting expectations around the company’s earnings prospects without any major new corporate announcements. A key theme across this commentary is growing attention on UGG demand amid cooler weather, set against existing concerns about overall demand stability and brand performance. We’ll now examine how this renewed focus on weather-driven UGG demand shapes Deckers...

Earlier this week, Barclays downgraded Deutsche Lufthansa to Underweight, citing increased labor risks from potential pilot strikes and ground staff wage demands, alongside fleet renewal setbacks and delays in FAA approval for its new business class seats. The bank also questioned Lufthansa’s acquisition of ITA Airways, arguing that deal-related financial pressures could intensify existing labor and operational challenges across the group. We’ll now examine how heightened labor risks,...

In January 2026, Joby Aviation announced it had accepted the first of two advanced CAE-built eVTOL flight simulators, designed for high-level FAA qualification and equipped with full-motion capabilities, wide field-of-view visuals, and CAE’s Prodigy image generator using Unreal Engine. This collaboration showcases CAE’s role at the forefront of next-generation urban air mobility training, integrating AI-driven, ultra-realistic 3D urban environments to prepare pilots for commercial air taxi...

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...

Earlier this month, Babcock & Wilcox Enterprises announced it had selected Siemens Energy to supply steam turbine generator sets for its one‑gigawatt power project backing Applied Digital’s AI factory, while also disclosing the planned May 2026 departure and consulting transition of long‑time General Counsel John Dziewisz and an upcoming Needham conference appearance. The Siemens Energy collaboration anchors Babcock & Wilcox’s role in powering large‑scale AI infrastructure using a proven...

In recent years, Bunge Global has reported annual sales declines of 3.7% and earnings per share falling 19% per year, while also contending with limited cash reserves that may require shareholder-dilutive financing. This combination of shrinking top- and bottom-line performance and a strained liquidity position raises questions about how effectively Bunge Global’s products are resonating with its end markets. Next, we’ll examine how concerns about Bunge Global’s weakening earnings and...

In recent days, Dynatrace has drawn attention as investors look ahead to its upcoming earnings report, weighing mixed analyst views on its outlook and industry challenges in observability and cybersecurity software. This heightened focus comes as research firms highlight Dynatrace’s AI-powered, unified observability platform and strong gross margins, underscoring its role in supporting complex, cloud-based digital operations. With anticipation building around Dynatrace’s upcoming earnings...

Limbach Holdings (LMB) is reshaping its senior team, elevating long-time leaders Nick Angerosa and Jay Sharp into newly defined executive roles that focus on national customer solutions and sales across key end markets. See our latest analysis for Limbach Holdings. The recent executive appointments come as the share price trades at US$86.67, with a 7 day share price return of 12.56% and a year to date share price return of 9.61%. The 1 year total shareholder return of an 8.20% decline...

Rockwell Automation (ROK) is in focus after THG Nutrition, part of THG PLC and home to Myprotein, selected its Plex Manufacturing Execution System to standardize and digitize production across multiple global facilities. See our latest analysis for Rockwell Automation. The THG Nutrition win lands at a time when Rockwell Automation’s share price has been gaining traction, with a 90 day share price return of 21.13% and a 1 year total shareholder return of 52.34%. This suggests momentum has been...

Key Insights Using the Dividend Discount Model, SSE fair value estimate is UK£18.69 SSE is estimated to be 24...

Cogent Biosciences recently outlined an ambitious 2026 roadmap centered on bezuclastinib, including multiple planned New Drug Application submissions across systemic mastocytosis and gastrointestinal stromal tumor indications, alongside key clinical data presentations from its SUMMIT, PEAK, and APEX pivotal trials. At the same time, the company is broadening its precision oncology pipeline with planned IND filings for novel KRAS and JAK2 V617F inhibitors and advancing several early-stage...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

Key Insights Given the large stake in the stock by institutions, Larsen & Toubro's stock price might be vulnerable to...

NV Bekaert's (EBR:BEKB) stock is up by a considerable 16% over the past three months. As most would know, fundamentals...

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Buying shares in the best businesses can build meaningful wealth for you and your family. And highest quality companies...

Earlier this week, Bristol Myers Squibb reported positive topline Phase 3 SCOUT-HCM results showing Camzyos significantly reduced left ventricular outflow tract obstruction in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, with safety consistent with its adult profile. This success in a rare, high‑risk pediatric population could widen the clinical footprint of cardiac myosin inhibition and enhance the medical relevance of Camzyos within Bristol Myers Squibb’s...

Endeavour Mining plc recently appointed Alison Henwood as an Independent Non-Executive Director, effective 13 January 2026, while long-serving director Livia Mahler will retire at the May 2026 AGM following nine years on the board. Henwood’s extensive international finance experience in the extractive and energy sectors, combined with her audit and sustainability oversight roles at other listed companies, could reshape how Endeavour approaches risk management, governance and long-term...