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TSE:6481
TSE:6481Machinery

THK (TSE:6481) Valuation In Focus As Board Weighs Disposal Of Treasury Stock

Board meeting puts THK (TSE:6481) treasury stock plans in focus THK (TSE:6481) has drawn fresh attention after its March 20, 2026 board meeting, where directors met to consider disposing of treasury stock, a move that could influence liquidity and ownership concentration. See our latest analysis for THK. The board’s discussion around treasury stock comes after a mixed spell for the shares. The 1-day share price return of 3.96% at ¥4,779 contrasts with a softer 30-day return of 5.46%. This is...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

How Investors May Respond To Definium Therapeutics (DFTX) Completing Phase III DT120 Enrollment In Depression

In early 2026, Definium Therapeutics, formerly Mind Medicine, gained fresh attention after completing enrollment for its Phase III Emerge trial of DT120 in major depressive disorder and advancing toward multiple pivotal readouts in generalized anxiety and depression later in the year. This pipeline progress, alongside an early-stage program in autism spectrum disorder, is prompting investors to reassess how close Definium may be to shifting from pure R&D toward potential commercialization in...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Braze (BRZE) Q4 Revenue Near US$205 Million Reinforces Growth Narrative Despite Ongoing Losses

Braze (BRZE) just closed out FY 2026 with fourth quarter revenue of US$205.2 million and a basic EPS loss of US$0.29, while the trailing twelve months show revenue of US$738.2 million and a full year basic EPS loss of US$1.22. Over recent periods, the company has seen quarterly revenue move from US$160.4 million in Q4 FY 2025 to US$205.2 million in Q4 FY 2026, with basic EPS losses in those quarters of US$0.17 and US$0.29 respectively. With losses still weighing on margins, the latest numbers...
NasdaqCM:VELO
NasdaqCM:VELOMachinery

Velo3D (VELO) Quarterly Loss Of US$11.8 Million Tests Bullish Profitability Narratives

Velo3D (VELO) has released its latest FY 2025 figures, reporting Q3 revenue of US$13.6 million and a basic EPS loss of US$0.69, alongside net income excluding extra items of a US$11.8 million loss. This keeps the focus firmly on profitability rather than the top line alone. Over recent quarters, the company’s revenue moved from US$8.2 million in Q3 2024 to US$13.6 million in Q3 2025, while basic EPS shifted from a loss of US$37.54 to a loss of US$0.69 as net losses moved from US$23.1 million...
NYSE:HUN
NYSE:HUNChemicals

A Look At Huntsman (HUN) Valuation After Hungary Capacity Expansion

What Huntsman’s Hungary expansion means for the stock Huntsman (HUN) has drawn fresh attention after opening an expanded Performance Products facility in Petfurdo, Hungary. The project increases global capacity with support from a local government investment grant and targets polyurethane, coatings, metalworking and electronics customers. See our latest analysis for Huntsman. The Hungary expansion comes as Huntsman’s share price has climbed 21.39% year to date and 24.95% over 90 days, while...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel CrowdStrike Alliance Puts AI PC Security At Center Stage

CrowdStrike and Intel have expanded their collaboration to embed cybersecurity tools into Intel powered AI PCs. The partnership uses Intel silicon level telemetry with CrowdStrike’s platform to offer real time threat detection on local devices. The move targets organizations running AI workloads on PCs, aiming to protect sensitive data as usage of generative AI grows. For investors tracking NasdaqGS:INTC, this announcement ties security more closely to Intel’s push into AI enabled PCs...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Is It Time To Reassess Natera (NTRA) After Its Recent Share Price Pullback

This article examines whether Natera, at around US$197 a share, still aligns with its underlying worth or whether expectations have already been priced in. The stock has delivered a 31.7% return over the last year and a large 3-year return of about 3.5x, even though the year-to-date move is a 13.8% decline and the last 30 days show a 5.7% decline. Recent coverage around Natera has focused on its position in the pharmaceuticals and biotech space, with investors closely watching how its...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

How Geopolitical Shock to Gold Futures Could Reshape Royal Gold's (RGLD) Investment Narrative

Earlier this week, Royal Gold was caught in a sector-wide reaction as gold futures fell sharply following former President Donald Trump’s ultimatum that the U.S. would strike Iranian power plants if the Strait of Hormuz was not reopened within 48 hours. This episode highlights how sudden geopolitical tensions can quickly shift expectations for companies linked to gold prices, even without any change in their underlying operations. With gold futures under pressure amid these geopolitical...