NYSE:GD
NYSE:GDAerospace & Defense

General Dynamics (GD) Valuation Check After US$988 Million U.S. Navy Contract And Defense Budget Optimism

Why General Dynamics Stock Is Back in Focus General Dynamics (GD) is back on investors’ radar after its technology unit secured a US$988 million U.S. Navy contract to modernize fleet systems, along with broader optimism around potential increases in future defense spending. See our latest analysis for General Dynamics. The recent U.S. Navy contract and earlier optimism around proposed U.S. defense budget growth have come alongside a 7.7% 1 month share price return and a 39.9% 1 year total...
NasdaqCM:SLS
NasdaqCM:SLSBiotechs

How SELLAS’s IMPACT-AML Trial Expansion At SELLAS Life Sciences Group (SLS) Has Changed Its Investment Story

SELLAS Life Sciences Group announced an agreement with IMPACT-AML under which the pan-European network will run a clinical study of SLS009, a selective CDK9 inhibitor, in combination with azacitidine and venetoclax for newly diagnosed high-risk acute myeloid leukemia patients across multiple European sites. By tapping into IMPACT-AML’s EU Mission Cancer-backed STREAM platform, SELLAS can broaden European patient access to SLS009 in a cost-efficient way while its separate REGAL Phase 3 AML...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Is First Busey (BUSE) Offering Value After Recent Share Price Weakness

For investors wondering whether First Busey is offering fair value at its current share price, or whether the recent trading range is creating an opportunity, this article walks through what the numbers are indicating about the stock. The shares last closed at US$23.70, with returns of a 2.4% decline over 7 days and a 5.8% decline over 30 days, while the 1-year and 5-year returns of 9.9% and 23.2% keep longer term holders focused on the broader context. Recent coverage has focused on how...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Moderna (MRNA) Valuation Check After Upgraded 2025 Outlook And Pipeline Update At J.P. Morgan Conference

Moderna (MRNA) is back in focus after its J.P. Morgan Healthcare Conference update, where management lifted the 2025 revenue forecast to about US$1.9b, outlined lower operating expenses, and reaffirmed its 2026 growth and 2028 cash breakeven targets. See our latest analysis for Moderna. The revenue upgrade and cost guidance from the J.P. Morgan Healthcare Conference has come alongside a sharp shift in sentiment. Moderna’s 1 day share price return of 17.02% has fed into a 30 day return of...
TSE:6505
TSE:6505Electrical

Toyo Denki Seizo K.K (TSE:6505) Q2 EPS Drop Tests Bullish Earnings Narrative

Toyo Denki Seizo K.K (TSE:6505) has put fresh numbers on the table for Q2 2026, with revenue of ¥9.8b, net income of ¥400m and basic EPS of ¥44.31. The company has seen quarterly revenue move from ¥10.8b in Q2 2025 to ¥9.8b in Q2 2026, while basic EPS shifted from ¥75.99 to ¥44.31 over the same periods. For investors, the results keep the focus firmly on how efficiently Toyo Denki is translating its top line into earnings, with margins a key part of the story this quarter. See our full...
NYSE:LEN
NYSE:LENConsumer Durables

Lennar (LEN) Valuation Check After Recent Share Price Momentum And Modest Undervaluation Estimate

Lennar (LEN) is on investor watch after recent trading left the stock with a year-to-date total return of 18.3%, compared with a 0.4% total return over the past year. See our latest analysis for Lennar. The recent 1-day share price return of 2.0% and 7-day share price return of 15.95% at a share price of $123.32 sit against a much more muted 1-year total shareholder return of 0.41% and a 5-year total shareholder return of 83.33%. This suggests short-term momentum has picked up after a more...