NYSE:NET
NYSE:NETIT

Is Cloudflare Still Worth Watching After a 13% Drop and Surging 100% This Year?

Wondering if Cloudflare is fairly priced, overvalued, or just waiting to surprise everyone? You are not alone, especially if you are watching for signs that it can still deliver outsized returns. Cloudflare shares have soared 74.3% year-to-date and over 100% in the past year, but there have also been some sharp dips. Just last week, the stock fell 13.1%. These moves come as investors react to shifting tech sector sentiment and broader discussions about the demand for digital infrastructure...
NZSE:GMT
NZSE:GMTIndustrial REITs

The Bull Case For Goodman Property Trust (NZSE:GMT) Could Change Following Strong H1 Earnings and Guidance Reaffirmation

Goodman Property Trust has reported its half-year earnings for the period ended September 30, 2025, with sales increasing to NZ$144.5 million and net income rising to NZ$61.8 million compared to the previous year. The trust highlighted strong growth in earnings per unit and maintained its full-year cash earnings guidance, emphasizing resilience despite economic challenges. We’ll explore how Goodman’s reaffirmation of cash earnings guidance may influence the company’s investment narrative...
OM:BIOA B
OM:BIOA BBiotechs

How New Lecanemab Data Releases at CTAD 2023 Could Shape BioArctic's (OM:BIOA B) Investment Case

BioArctic's partner Eisai recently announced the upcoming presentation of extensive new lecanemab (Leqembi) clinical and real-world data at the Clinical Trials on Alzheimer's Disease (CTAD) conference in San Diego from December 1-4, covering long-term treatment outcomes, subcutaneous administration, and real-world registry findings. These disclosures are expected to provide important insights into the long-term effectiveness, patient experience, and potential healthcare resource savings of...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Evaluating Ameren (AEE): Is There Room for Upside After Recent Share Price Gains?

Ameren (AEE) shares have experienced some movement recently, prompting investors to take a closer look at the stock's underlying performance and current valuation. The company's recent returns show modest gains over the past year. See our latest analysis for Ameren. Ameren’s share price has seen a steady upward trend this year, with a 15.73% year-to-date gain. This suggests solid momentum even as shorter-term price returns have dipped. Over the long run, the company has delivered a 14.95%...
NYSE:XYZ
NYSE:XYZDiversified Financial

US Stock Market Today: S&P 500 Futures Surge as Investors Eye Easing Rate Hike Pressure

The Morning Bull - US Market Morning Update Thursday, Nov, 20 2025 US stock futures are pointing higher this morning, with contracts linked to the major indexes rising more than 1% before the opening bell. Two stories are grabbing attention. First, the US economy added just 50,000 jobs in September, much less than usual but still showing some hiring. At the same time, average mortgage rates nudged up to 6.37%, and mortgage applications slumped by over 5%, making it harder for people to buy...
TSE:8086
TSE:8086Medical Equipment

Should Nipro's (TSE:8086) Lower Dividend Prompt a Rethink of Its Capital Allocation Strategy?

Nipro Corporation has announced a second-quarter dividend of ¥10.00 per share for the fiscal year ending March 31, 2026, compared to ¥12.00 per share paid a year earlier, with payments scheduled to begin December 10, 2025. This reduction in the interim dividend signals a shift in how management is approaching capital allocation and could reflect changing expectations for future cash flows. We'll explore how this dividend decrease could influence Nipro's investment narrative and perceptions...
XTRA:1U1
XTRA:1U1Wireless Telecom

Can 1&1 (XTRA:1U1) Sustain Profitability With Flat Revenues in a Tough Telecom Market?

On November 11, 2025, 1&1 AG confirmed its full-year 2025 earnings guidance, projecting stable contract base and service revenue at the previous year’s level of €3,303.1 million, while reporting nine-month sales of €3,016.26 million and a net income decline to €110.71 million compared to the prior year. Despite reaffirming guidance, the company’s drop in net income and near-identical sales year-on-year highlight ongoing operational pressures in a competitive German telecom market. We'll...
TSE:6963
TSE:6963Semiconductor

ROHM (TSE:6963) Valuation in Focus After Upgraded Financial Guidance and Strong First-Half Demand

ROHM (TSE:6963) lifted its financial projections for the current fiscal year, driven by stronger first-half demand and ongoing investments in digitalization and factory automation. These upward revisions have captured the attention of investors. See our latest analysis for ROHM. ROHM’s renewed outlook and recent innovations, such as integrating its TriC3 gate drive technology to boost energy efficiency in motors, have contributed to strong investor sentiment despite some near-term volatility...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR): Assessing Valuation After FDA Greenlight for First siRNA Therapy REDEMPLO

The U.S. Food and Drug Administration approval of REDEMPLO marks a significant milestone for Arrowhead Pharmaceuticals (ARWR). This is the company’s first FDA-cleared siRNA therapy and is intended for adults with familial chylomicronemia syndrome. See our latest analysis for Arrowhead Pharmaceuticals. Arrowhead Pharmaceuticals’ breakthrough with REDEMPLO has come amid renewed momentum in the stock, which boasts a 90-day share price return of nearly 88% and a total shareholder return of 108%...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Patent Uncertainty and Drug Launch Timing Poise a Pivotal Question for Corcept Therapeutics (CORT)

Wolfe Research recently initiated coverage on Corcept Therapeutics with a Peerperform rating, highlighting both the company’s ongoing patent litigation and antitrust concerns, as well as the potential upside from its drug candidate relacorilant ahead of its upcoming PDUFA date for hypercortisolism on December 30, 2025. Although Corcept outperformed expectations for earnings per share in the third quarter of 2025, it reported revenue below analyst forecasts, contributing to investor caution...
BME:GRF
BME:GRFBiotechs

Grifols (BME:GRF): Assessing Valuation After a Volatile Year in European Pharma

Grifols (BME:GRF) shares have moved recently, capturing attention after an extended stretch of volatility. Investors are weighing near-term developments as they consider a changing backdrop for the pharmaceutical sector in Europe. See our latest analysis for Grifols. After a turbulent year marked by sharp swings, Grifols’ 8.2% share price return since January stands out, especially as this rise has come despite recent negative momentum, including a 17.3% drop over the last three months and...
NYSEAM:NHC
NYSEAM:NHCHealthcare

How National HealthCare’s Senior Care Expansion Impacts Valuation After 18.5% Year-to-Date Rally

Wondering if National HealthCare is a bargain or priced for perfection? Let’s dig into what’s driving the value of this long-established healthcare name. The stock has climbed an impressive 18.5% year-to-date, despite some recent volatility. This suggests that investors are both optimistic and newly attentive to potential risks. National HealthCare has hit headlines lately after expanding its network of senior care facilities and pushing forward with strategic partnerships. These moves have...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Could SaaS Tools Define the Next Phase of Garrett Motion's (GTX) Technology Advantage?

On November 19, 2025, PTC announced an expansion of its partnership with Garrett Motion, with Garrett adopting PTC's Codebeamer+ application lifecycle management and Windchill+ product lifecycle management solutions to further its SaaS-driven transformation. This expanded collaboration builds on Garrett’s enterprise-wide use of cloud-native tools, aiming to unify engineering disciplines, improve product data accessibility, and accelerate the integration of advanced technologies such as...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

AeroVironment (AVAV): Evaluating Valuation After Strong Share Price Gains in Defense Tech

AeroVironment (AVAV) shares have caught the interest of investors following shifting trends in the defense technology sector. With the stock posting a nearly 80% gain year to date, many are taking a closer look at what is fueling its momentum. See our latest analysis for AeroVironment. This year’s strong run has put AeroVironment firmly in the spotlight as the defense sector adapts to new demands, with shares up nearly 80% since January and the latest price retreating only slightly from...