NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Reassessing Power Integrations (POWI) After A 17% Monthly Rebound In The Share Price

If you are wondering whether Power Integrations is attractively priced or still has work to do before looking compelling, its recent price moves and valuation checks give you some useful clues. The share price last closed at US$42.90, with returns of 4.9% over the past week and 17.3% over the past month. The year to date return is 15.0% and the 1-year return is a 30.9% decline. Recent coverage has focused on how Power Integrations fits into the wider semiconductor space and how investors are...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Is Zoetis (ZTS) Attractively Priced After A 25.4% One Year Share Price Decline

If you are wondering whether Zoetis is starting to look interesting at today’s price, you are not alone, and a closer look at its valuation might help you decide how it fits into your watchlist. The stock last closed at US$123.24 and has seen a 1.1% decline over the past week, a 0.8% gain over the past month, and a 2.1% decline year to date, while the 1 year and 3 year returns of 25.4% and 23.1% declines show how sentiment has shifted over time. Recent coverage has focused on Zoetis as a key...
ENXTPA:BN
ENXTPA:BNFood

Assessing Danone (ENXTPA:BN) Valuation After The Silk Protein Plant Based Milk Launch

Silk Protein launch and what it means for Danone shares Danone (ENXTPA:BN) is in focus after its Silk brand launched Silk Protein, a refrigerated plant-based milk positioned as having the highest protein content among comparable products on shelves. See our latest analysis for Danone. Despite the Silk Protein launch aligning with growing interest in higher protein and plant-based options, Danone’s recent share price momentum has been weak, with a 30 day share price return of 12.44% and a year...
NYSE:JCI
NYSE:JCIBuilding

Johnson Controls CEO Pay And Insider Sales Put Leadership Incentives In Focus

Johnson Controls International (NYSE:JCI) disclosed CEO Joakim Weidemanis's 2025 compensation package in a recent SEC filing. The filing also highlighted insider activity, with several executives selling JCI shares and no corresponding insider purchases reported. Investors are watching these disclosures closely as they assess leadership incentives and insider sentiment toward the company. Johnson Controls International, known for building solutions, HVAC systems and industrial controls,...
NYSE:OC
NYSE:OCBuilding

Owens Corning (OC) Valuation Check After Recent Share Price Pullback

Why Owens Corning (OC) is on investors’ radar today Owens Corning (OC) has drawn fresh attention after recent trading left the shares with mixed short term performance, including a 1 day decline and a small 7 day pullback, alongside generally positive longer term returns. See our latest analysis for Owens Corning. At a share price of US$120.89, Owens Corning has seen short term share price pressure with a 1 day decline but a positive year to date share price return of 5.9%. The 1 year total...
NYSE:AD
NYSE:ADWireless Telecom

Is Array Digital Infrastructure (AD) Fairly Valued After Strong Multi Year Share Price Gains

If you are wondering whether Array Digital Infrastructure is still fairly priced after its recent run, this article walks through what the current share price could imply about the company's value. The stock last closed at US$56.55, with returns of 5.4% over 7 days, 9.0% over 30 days, 4.7% year to date and 28.5% over 1 year, plus a very large 3 year gain and a 136.8% return over 5 years. Recent news coverage has focused on Array Digital Infrastructure's position in digital infrastructure and...
OB:GIGA
OB:GIGAFood

Gigante Salmon (OB:GIGA) Turns Q4 Profit As Loss-Making TTM Story Persists

Gigante Salmon (OB:GIGA) has just wrapped up FY 2025 with Q4 revenue of NOK 26.9m and basic EPS of NOK 0.017, while the trailing twelve months show revenue of NOK 71.6m and a small net loss of NOK 0.225m, or basic EPS of NOK 0.001. Over recent quarters the company has seen revenue move between NOK 0 and NOK 44.7m per quarter, with basic EPS ranging from a loss of NOK 0.026 to a profit of NOK 0.017. This context puts the focus on how sustainably margins are taking shape from here. See our full...
NasdaqGS:SAIA
NasdaqGS:SAIATransportation

Assessing Saia (SAIA) Valuation After Recent Share Price Swings And Premium P/E Multiple

Event context and recent return profile Saia (SAIA) has moved quietly on the back of recent trading rather than a single headline event. This puts the focus on how its share performance lines up with the underlying business. Over the past month the stock shows a 6.4% gain, while the past 3 months and 1 year reflect moves of about 10.2% and a 32.6% decline, respectively. This sets a mixed backdrop for investors to evaluate. See our latest analysis for Saia. The recent 1 day and 7 day share...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Crocs Reconsidered As Value Opportunity Despite Weak Recent Share Performance

Crocs (NasdaqGS:CROX) has been identified as a value investment, supported by strong earnings and solid financial health. The company’s current share price is $82.27, with this value case emerging as the stock trades on a relatively low valuation. The reassessment of Crocs as a value opportunity is drawing attention to the gap between recent share performance and underlying business strength. For investors, Crocs looks quite different on paper than its recent share performance might...
NYSE:FDP
NYSE:FDPFood

Is Fresh Del Monte (FDP) Price Attractive After Strong Multi‑Year Share Gains?

If you are wondering whether Fresh Del Monte Produce at around US$37.30 still offers value, it helps to look past the headline price and focus on what the market is actually paying for its cash flows and assets. The stock has returned 2.0% over the last 7 days, 5.6% year to date and 21.9% over the past year, with a 51.8% return over 3 years and 72.5% over 5 years. This gives useful context before weighing up what that current price might imply. Recent coverage has focused on Fresh Del Monte...
TSX:WPM
TSX:WPMMetals and Mining

Could Wheaton Precious Metals’ (TSX:WPM) Hemlo Streaming Deal Redefine Its Risk‑Reward Profile?

Wheaton Precious Metals recently presented at the 29th Annual CIBC Western Institutional Investor Conference in Whistler, highlighting its precious metals streaming business model and new Hemlo project financing structure. The company’s ability to secure long-term gold purchase rights at steep discounts to spot prices is drawing attention as an alternative way to gain metals exposure with potentially lower operational risk. Next, we’ll examine how Wheaton’s discounted streaming agreements,...
NYSE:D
NYSE:DIntegrated Utilities

Assessing Dominion Energy (D) Valuation After Offshore Wind Project Construction Resumes

Dominion Energy (D) is back in focus after a U.S. District Court granted a preliminary injunction that lets the company restart construction on its Coastal Virginia Offshore Wind project, previously paused by regulators. See our latest analysis for Dominion Energy. The injunction news comes as Dominion Energy’s share price sits at US$61.09, with a 7 day share price return of 3.51% and a year to date share price return of 3.12%. Its 1 year total shareholder return of 14.47% and 3 year total...
NYSE:ESAB
NYSE:ESABMachinery

Assessing ESAB (ESAB) Valuation After Q3 Beats Guidance Hike And AI Board Appointment

ESAB (ESAB) is in focus after third quarter earnings and revenue came in ahead of analyst expectations, prompting the company to raise full year guidance and add AI specialist Dr. Sébastien Martin to its Board. See our latest analysis for ESAB. At a share price of $117.84, ESAB has seen a 30 day share price return of 3.63% and a year to date share price return of 4.68%, while its 3 year total shareholder return of 110.13% contrasts with a 1 year total shareholder return decline of 7.98%. This...
NYSE:GGG
NYSE:GGGMachinery

How Acquisition-Fueled Growth Amid Soft Construction Demand At Graco (GGG) Has Changed Its Investment Story

Graco’s recent Q3 earnings report showed revenue rising 4.7% year on year, driven by a 6% boost from acquisitions but weighed down by a 2% organic decline amid soft global construction demand, especially in North America. The results highlighted how acquisitions are increasingly offsetting pressure in Graco’s core construction-exposed markets, underscoring the company’s reliance on deal-making to support top-line growth. We’ll now examine how Graco’s acquisition-driven growth amid weaker...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney Refines Balance Sheet While Expanding Business Banking Franchise

Hancock Whitney (NasdaqGS:HWC) has completed a bond portfolio restructuring aimed at supporting net interest margin and earnings. Management is pursuing organic growth by hiring additional revenue focused bankers and has authorized a new share buyback program. Devon Bray has been appointed director of Business Banking, with a focus on client relationships and digital capabilities. Hancock Whitney, a regional bank with a focus on commercial and retail clients along the Gulf South, is...
NYSE:WU
NYSE:WUDiversified Financial

Did Western Union’s Stablecoin Remittance Network Just Shift Western Union's (WU) Investment Narrative?

Western Union recently outlined plans for a new digital network built around stablecoin technology, aiming to modernise how cross-border remittances are sent and settled. This push into stablecoins highlights how a traditional remittance provider is responding to competition from lower-cost digital rivals while still emphasising its dividend-focused approach. Next, we’ll examine how Western Union’s move into a stablecoin-powered digital network could reshape its long-term investment...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

A Look At Concentrix (CNXC) Valuation After Q4 Beat And GenAI Leadership Recognition

Concentrix (CNXC) is back in focus after Q4 results slightly topped market expectations, even as reported net losses stayed high and new guidance and GenAI recognition gave investors more to think about. See our latest analysis for Concentrix. At a share price of US$40.11, Concentrix has a 1-day share price return of 7.05% decline and a 90-day share price return of 15.24% decline. The 1-year total shareholder return of 18.64% decline and 3-year total shareholder return of 69.42% decline point...
TSX:ELD
TSX:ELDMetals and Mining

A Look At Eldorado Gold’s Valuation As Greek Projects And Lamaque Output Progress

Eldorado Gold (TSX:ELD) is back in focus after an operational update tied to its Greek growth projects, including Skouries and the Olympias Expansion, alongside fresh board-level mining expertise. See our latest analysis for Eldorado Gold. The recent operational progress in Greece and a stronger quarter at Lamaque have coincided with firm price momentum, with a 30 day share price return of 20.99% and a 90 day share price return of 61.81%, while the 1 year total shareholder return of 179.42%...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Assessing DexCom (DXCM) Valuation After Updated Double Digit Growth Guidance Through 2026

DexCom (DXCM) has drawn investor attention after issuing preliminary revenue guidance that points to double digit growth targets for late 2025 and 2026, supported by continuous glucose monitoring adoption and the Stelo rollout. See our latest analysis for DexCom. That guidance comes after a steady recent rebound in DexCom’s shares, with a 30 day share price return of 7.07% helping lift the year to date share price return to 6.30%. This comes even as the 1 year total shareholder return sits at...
NYSE:CSL
NYSE:CSLBuilding

Assessing Carlisle Companies (CSL) Valuation After Recent Share Price Cooling

What Carlisle Companies stock performance tells you now Carlisle Companies (CSL) has been relatively steady, with the share price up around 6% over the past month and about 5% over the past 3 months, despite a 1 day decline. For longer term holders, the picture is mixed, with a 6% gain year to date but an estimated 13% total return decline over the past year, set against very large 3 year and 5 year total return multiples. See our latest analysis for Carlisle Companies. At a share price of...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Dave Adds Meta AI Leader To Board As Volatile Stock Story Evolves

Dave (NasdaqGM:DAVE) has appointed Nima Khajehnouri, Meta’s VP of Engineering, to its Board of Directors. The move brings additional AI and data engineering expertise to the company during an ongoing board reshuffle. The appointment is part of Dave’s push to deepen its technical leadership in the neobanking space. For you as an investor, this board change comes at a time when Dave’s stock has seen sharp moves. Shares recently closed at $185.27, with a 1 year return of 103.8% and a 3 year...
OB:MOWI
OB:MOWIFood

Assessing Mowi (OB:MOWI) Valuation After Record 2025 Harvest Volumes And Strong Earnings Execution

Mowi (OB:MOWI) has caught investor attention after reporting record-high 2025 harvest volumes of 559,000 tonnes, up 11.4% from 2024, alongside Q4 operational EBIT of about €213 million and lower farming costs. See our latest analysis for Mowi. Despite the record harvest and lower farming costs, Mowi’s recent 30 day share price return of an 11.83% decline and year to date share price return of a 12.12% decline contrast with its 1 year total shareholder return of 4.69%, which points to longer...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Assessing Trupanion (TRUP) Valuation After Recent Share Price Weakness And Elevated P/E Ratio

What Recent Returns Say About Trupanion Stock Trupanion (TRUP) has seen pressure across multiple time frames, with the share price down 3.8% over the past day, 11.8% over the past week, and 17.8% over the past month. See our latest analysis for Trupanion. That recent weakness sits on top of a tougher stretch, with the 90 day share price return of 28.4% and the 1 year total shareholder return of 34.1% both pointing to fading momentum despite the latest close at $31.22. If Trupanion’s slide has...
NYSE:RS
NYSE:RSMetals and Mining

How Reliance’s Margin-Squeezing Q3 Retail Miss At Reliance (RS) Has Changed Its Investment Story

Earlier this week, Reliance Industries reported Q3 results that grew revenue but missed market expectations, as retail EBITDA growth slowed and margins eased while the oil and gas segment saw declines in revenue and EBITDA. Despite solid contributions from Jio Platforms and the oil-to-chemicals business, investor attention has focused on how competitive pressures and higher costs are reshaping the profitability profile of Reliance’s retail operations. Next, we’ll explore how the earnings...