TSE:6963
TSE:6963Semiconductor

Is It Too Late To Reassess ROHM (TSE:6963) After A 73% One Year Rally?

If you are looking at ROHM and wondering whether the current share price lines up with its underlying value, you are asking the right question before making any decisions. The stock last closed at ¥2,505, with returns of 3.7% over 7 days, 18.3% over 30 days, 10.0% year to date, 72.6% over 1 year, 4.7% over 3 years and a 3.1% decline over 5 years. These figures can influence how investors think about both opportunity and risk. Recent coverage around ROHM has focused on its position in...
NYSE:MCO
NYSE:MCOCapital Markets

Is Adding PwC Veteran Lisa Sawicki Shaping Moody’s (MCO) Governance Edge After Earnings Beat?

Moody’s Corporation has elected Lisa P. Sawicki, a former Global Board Chair at PricewaterhouseCoopers with more than 35 years of financial services audit and advisory experience, to its Board of Directors effective March 16, 2026, and she will serve on the Audit and Governance & Nominating committees. Her extensive background overseeing global strategy and quality standards at PwC is particularly relevant for a ratings and analytics firm that relies heavily on rigorous governance and...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Kraft Heinz Move Prompts Fresh Look At Portfolio And Valuation

Berkshire Hathaway filed a new SEC prospectus indicating it may sell shares from its large Kraft Heinz stake. The filing outlines the potential for Berkshire to reduce its position in Kraft Heinz, without specifying exact timing or size. The move draws attention because Kraft Heinz has been a long held, high profile position in Berkshire's equity portfolio. Berkshire Hathaway, NYSE:BRK.A, is coming off a long run in which the stock is up 5.2% over the past year, 54.2% over three years, and...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne’s AI Chip Testing And Robotics Growth Meets Lofty Valuation

Teradyne (NasdaqGS:TER) is seeing growing demand tied to AI chip testing and industrial robotics. Recent commentary highlights increased interest in its semiconductor test systems used for AI compute hardware. The company’s robotics offerings are gaining attention as automation needs expand across factories and warehouses. Teradyne sits at the intersection of two important hardware trends: more complex AI chips that need rigorous testing, and broader use of robots in industrial settings...
NYSE:USFD
NYSE:USFDConsumer Retailing

US Foods (USFD) Is Up 5.3% After Reaffirmed Outlook And New $198M Defense Contract - What's Changed

Earlier in January 2026, US Foods Holding Corp. reaffirmed its 2025 net sales growth outlook of 4% to 5% and reported quarterly results that met revenue expectations, exceeded earnings forecasts, and kept operating margins steady at 2.8%. The company also secured a new US$198.26 million Defense Logistics Agency contract to supply food and beverages to multiple U.S. military branches, highlighting an additional revenue stream from long-term government demand. We’ll now examine how reaffirmed...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Is Autodesk (ADSK) Turning Generative AI Hype Into Durable Workflow Lock-In?

In recent weeks, Autodesk has drawn conflicting commentary, with some media voices calling enterprise software firms 'toxic' while multiple research houses initiated or reiterated positive coverage focused on the company. Analysts have highlighted Autodesk’s growing use of Generative AI across architecture, engineering, construction, and manufacturing, suggesting its technology could become more deeply embedded in customers’ workflows. We’ll now examine how this focus on Generative AI...
NYSE:CACI
NYSE:CACIProfessional Services

A Look At CACI International (CACI) Valuation After Recent Share Price Momentum

Context for CACI International’s Recent Stock Performance CACI International (CACI) has drawn fresh attention after a recent move in its share price, with the stock recording a 0.99% decline over the past day but gains across longer periods. For investors tracking trends, CACI’s shares are up over the past week, month, past 3 months and year to date, alongside reported annual revenue and net income growth and reported revenue of US$8.86b and net income of US$504.46m. See our latest analysis...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Assessing Baidu (NasdaqGS:BIDU) Valuation After A Strong Short-Term Share Price Rebound

Why Baidu (BIDU) is back on investors’ screens Baidu (BIDU) has drawn fresh attention after a strong recent run, with returns of about 21% over the past month and 28% over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Baidu. The recent 21.2% 1 month share price return and 28.2% 3 month share price return stand in contrast to a flat year to date move, while a 79.3% 1 year total shareholder return points to momentum building after a weaker multi...
NasdaqGS:GT
NasdaqGS:GTAuto Components

How Goodyear’s New Americas Sales Chief Hire At Goodyear Tire & Rubber (GT) Has Changed Its Investment Story

Goodyear Tire & Rubber Company recently announced that David Cichocki will join on January 19, 2026 as Managing Director, Americas and Chief Sales Officer, Americas Consumer, reporting to CEO and President Mark Stewart with responsibilities spanning sales execution and regional governance across the Americas. This hire brings more than 30 years of commercial leadership from Whirlpool and Kraft Foods/Nabisco into Goodyear’s Americas consumer tire business at a time when the company is seeking...
XTRA:LHA
XTRA:LHAAirlines

A Look At Deutsche Lufthansa (XTRA:LHA) Valuation After Mixed Recent Share Performance

What recent performance tells you about Deutsche Lufthansa With no single headline event driving attention today, Deutsche Lufthansa (XTRA:LHA) is back in focus as investors weigh recent share performance against the group’s latest reported revenue and profit figures. The stock shows a 1 day return of 0.88% and a past week return of 4%, alongside a month decline of 2.52% and a past 3 months gain of 17.33%. Over the past year, the total return stands at 47.23%. On the fundamentals side,...
TSX:BN
TSX:BNCapital Markets

Brookfield Preferreds Enter S&P/TSX Index As Ownership Story Evolves

Brookfield (TSX:BN) has been added to the S&P/TSX Preferred Share Index. The inclusion highlights the company’s preferred securities within a key Canadian benchmark followed by institutional investors. Brookfield, trading at CA$62.65, now sits inside a widely tracked preferred share index. This can put the company on the radar of more fund managers who follow that benchmark. The stock has returned 10.2% over the past year, alongside very large gains over the past 3 and 5 years, which gives...
BIT:STLAM
BIT:STLAMAuto

Assessing Stellantis (BIT:STLAM) Valuation After A Prolonged Share Price Weak Patch

Recent performance snapshot Stellantis (BIT:STLAM) has come under pressure recently, with the share price at €8.08 after a 1-day move of about 2% lower, and declines over the past week, month, and past 3 months. For context, the stock also shows a negative total return over the past year and past 3 years. Revenue of about €146.1b sits alongside a reported net loss of roughly €2.4b, giving investors a mixed fundamental picture to consider. See our latest analysis for Stellantis. The recent...
NYSE:IOT
NYSE:IOTSoftware

Samsara AI Dash Cam ROI Study Puts Focus On Valuation And Risks

Samsara (NYSE:IOT) has released new research on the return on investment from its AI dash cams in public sector fleets. The findings focus on measurable cost savings and operational efficiencies for agencies using the technology. The research highlights practical outcomes such as reduced incident costs and improved driver safety programs. Samsara, trading at $31.99, operates at the intersection of software, hardware, and data for fleet and operations management. The stock has recorded a...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Is It Too Late To Consider AeroVironment (AVAV) After Its Rapid Share Price Surge?

If you are wondering whether AeroVironment's current share price still offers value, you are not alone. This article will focus on what the numbers say rather than the hype. The stock last closed at US$330.89, after a 36.2% return over the past month, 29.2% year to date, 86.4% over 1 year and 286.0% over 3 years. A 9.1% decline over the last 7 days reminds investors that the ride has not been one way. Recent interest in AeroVironment has been shaped by ongoing attention on unmanned systems,...
NYSE:ARDT
NYSE:ARDTHealthcare

Ardent Health (ARDT) Is Down 6.1% After Receivables Accounting Revision Triggers Securities Lawsuits

In November 2025, Ardent Health disclosed a US$43 million revenue reduction linked to revised accounts receivable assessments and a US$54 million increase in professional liability reserves, prompting multiple federal securities class action lawsuits alleging misleading financial disclosures. An important angle for investors is the focus on Ardent’s use of a 180-day “cliff” method for receivables collectability, which plaintiffs argue delayed recognition of uncollectable accounts and...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation As Analyst Optimism Meets Earnings And Tariff Uncertainty

Analyst optimism meets policy risk for Lam Research Analysts at Goldman Sachs and Mizuho have reiterated positive views on Lam Research (LRCX), as investors weigh upcoming quarterly results and fresh U.S. tariff threats affecting chip supply chains and equipment spending confidence. See our latest analysis for Lam Research. Lam Research's share price has moved sharply over recent months, with a 29.11% 1 month share price return and 57.46% 3 month share price return, while its 1 year total...
NasdaqGM:ATAI
NasdaqGM:ATAIPharmaceuticals

AtaiBeckley Weighs Late Stage Options After Milestones And US$300m Raise

AtaiBeckley (NasdaqGM: ATAI) completed key Phase 2b and open label studies for BPL-003 in treatment resistant depression with robust outcomes. The company redomiciled to the US and was added to the NASDAQ Biotechnology Index, aligning its structure with a US investor base. AtaiBeckley raised $300 million to fund late stage clinical programs and entered a new partnership with Beckley Psytech. For investors tracking mental health therapeutics, AtaiBeckley now sits at an interesting junction,...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining (CDE) Is Up 9.1% After New Gold Tie-Up Amid Record Metal Prices - Has The Bull Case Changed?

In recent days, Coeur Mining has highlighted its pending share-based combination with New Gold while sector-wide interest in precious metals has intensified amid record gold and silver prices. This convergence of a major corporate transaction and heightened safe-haven demand for gold and silver places Coeur squarely at the intersection of deal-making and macro-driven metals momentum. We’ll now examine how rising safe-haven demand for gold and silver shapes Coeur Mining’s investment...
NYSE:KR
NYSE:KRConsumer Retailing

Uber-Powered Nationwide Delivery Expansion Might Change The Case For Investing In Kroger (KR)

In January 2026, Uber Technologies and The Kroger Co. expanded their collaboration to make nearly 2,700 Kroger family stores nationwide available for on-demand and same-day grocery delivery through the Uber Eats, Uber, and Postmates apps, covering full assortments from major Kroger banners. This large-scale integration into Uber’s delivery ecosystem materially extends Kroger’s digital reach and convenience proposition, potentially strengthening its position in the fast-growing online grocery...
XTRA:PAH3
XTRA:PAH3Auto

A Look At Porsche Automobil Holding (XTRA:PAH3) Valuation As Investors Eye Upcoming Frankfurt Conference Presentation

Porsche Automobil Holding (XTRA:PAH3) is scheduled to present at the 25th German Corporate Conference in Frankfurt on January 20, 2026. Chief Financial Officer and IT Officer Johannes Lattwein will address investors. See our latest analysis for Porsche Automobil Holding. At a share price of €35.64, Porsche Automobil Holding has had a weak near term patch, with a 30 day share price return of 10.9% and a year to date decline of 11.96%. The 1 year total shareholder return of 1.34% and 3 year...
NYSE:INSP
NYSE:INSPMedical Equipment

Is It Time To Reconsider Inspire Medical Systems (INSP) After Its Prolonged Share Price Slump

If you are wondering whether Inspire Medical Systems is attractively priced today, this article walks through what the current share price might be implying about the business. The stock last closed at US$94.45, with returns of 2.2% over the past week, a 2.2% decline over 30 days, a 2.4% gain year to date, and declines of 49.0% over 1 year, 62.1% over 3 years, and 53.1% over 5 years. These mixed returns have put more attention on what is actually baked into the current valuation and how the...
NYSE:OMC
NYSE:OMCMedia

Omnicom’s Next Generation Omni Platform And What It Means For Investors

Omnicom Group (NYSE:OMC) has launched the next generation of its Omni marketing intelligence platform. The updated platform integrates recent acquisitions, AI tools, and data infrastructure into a single system for clients. The move reflects Omnicom’s focus on a unified, AI-driven marketing ecosystem across strategy, creative, and performance. Omnicom Group operates as a global marketing and communications company, and Omni sits at the center of how it connects media, creative, and data for...