NYSE:CNMD
NYSE:CNMDMedical Equipment

Is CONMED’s (CNMD) CFO Transition and Reaffirmed Guidance Quietly Reframing Its Management Credibility Story?

CONMED Corporation recently announced that Chief Financial Officer Todd Garner will step down by March 15, 2026, while staying on as an advisor through November 2, 2026, and at the same time reaffirmed its full-year 2025 consolidated revenue and adjusted EPS guidance originally issued in November 2025. A key detail for investors is that CONMED stated Garner’s planned departure is unrelated to any disagreement over the company’s financial statements or disclosures, aiming to limit concerns...
NYSE:IFF
NYSE:IFFChemicals

The Bull Case For International Flavors & Fragrances (IFF) Could Change Following EBITDA Beat Amid Revenue Decline

International Flavors & Fragrances recently reported quarterly revenue of US$2.69 billion, a 7.9% decline year on year, while still exceeding analyst expectations on both organic sales and EBITDA performance. Healthy accounts receivable trends and stable days sales outstanding, alongside an analyst upgrade reflecting increased confidence in the business, highlight that recent operational execution may be more resilient than headline revenue declines suggest. We’ll now examine how this...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Did Flat Users, Margin Pressure and MetroCard Mania Just Shift eBay's (EBAY) Investment Narrative?

In recent days, eBay has faced renewed scrutiny as its active buyer base has remained flat at 134 million for two years, while its EBITDA margin has contracted by 3.5 percentage points and payment processing glitches have frustrated some UK sellers. At the same time, the rapid resale of discontinued New York City MetroCards as collector's items on eBay highlights the platform's enduring role as a marketplace for niche, high-demand memorabilia even as growth and profitability questions...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Shareholder Probe Into Aficamten FDA Disclosures Might Change The Case For Investing In Cytokinetics (CYTK)

Cytokinetics recently faced a shareholder rights investigation by Grabar Law Office over allegations that it made misleading statements about the FDA’s review of its aficamten filing, including issues around a potential Risk Evaluation and Mitigation Strategy. This legal scrutiny adds another layer of regulatory and governance risk around aficamten at a time when the company’s late-stage pipeline is central to its outlook. We’ll now examine how this shareholder investigation into disclosures...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions (MSI) Valuation Check After Piper Sandler Upgrade And Mission Critical Strength

What sparked the latest interest in Motorola Solutions stock? Piper Sandler’s recent upgrade of Motorola Solutions (MSI), coupled with positive commentary on its mission critical communications business, has put fresh attention on a stock backed by solid sales growth and strong free cash flow. See our latest analysis for Motorola Solutions. Beyond the analyst upgrade, Motorola Solutions has seen a mixed share price pattern, with a 1-day share price return of 1.17% but a 90-day share price...
NYSE:MODG
NYSE:MODGLeisure

Is It Time To Reassess Topgolf Callaway Brands (MODG) After Its 57% One Year Rally

If you are wondering whether Topgolf Callaway Brands is attractively priced or not, this article will walk you through what the current share price could imply about value. The stock has been active recently, with a 16.4% return over 7 days, 19.6% over 30 days, 15.9% year to date and 57.2% over the last year, while the 3 year and 5 year returns of 39.0% and 49.8% declines show a very different experience for longer term holders. These recent moves sit against a backdrop of ongoing interest...
NYSE:ALL
NYSE:ALLInsurance

Does Allstate (ALL) Still Offer Value After Strong Multi‑Year Share Price Gains

If you are wondering whether Allstate's current share price lines up with its underlying worth, you are not alone. That is exactly what this article is here to unpack. Allstate shares last closed at US$211.10, with returns of 1.4% over 7 days, 5.0% over 30 days, 3.6% year to date, 12.2% over 1 year, 65.2% over 3 years and 118.9% over 5 years. This raises fair questions about how much value is now priced in and how much risk investors are taking on at these levels. Recent attention on...
NasdaqGM:MDB
NasdaqGM:MDBIT

Is It Too Late To Consider MongoDB (MDB) After Its 66% One Year Share Price Surge

If you are wondering whether MongoDB's share price still reflects good value or has run ahead of itself, looking closely at how it is priced today can help you set expectations before you commit fresh capital. The stock recently closed at US$413.52, with a 1.5% decline over the last 7 days, a roughly flat 0.1% decline over 30 days, and returns of 3.5% year to date and 66.3% over the past year. The 3 year and 5 year returns sit at 116.9% and 13.5% respectively. Recent attention on MongoDB has...
TSE:8016
TSE:8016Luxury

Onward Holdings (TSE:8016) One Off Gain Clouds 56.1% Earnings Growth Narrative

Onward Holdings (TSE:8016) has put out its Q3 2026 scorecard, with revenue of ¥62,089 million and basic EPS of ¥20.68, while trailing 12 month EPS sits at ¥76.34 on net income of ¥10,371 million. This sets the tone for how you will likely judge this latest update. The company has seen revenue move from ¥54,838 million in Q3 2025 to ¥62,089 million in Q3 2026, alongside a step up in basic EPS from ¥12.32 to ¥20.68. The trailing 12 month earnings profile has also been shaped by a one off ¥2.5b...
NasdaqCM:SIDU
NasdaqCM:SIDUAerospace & Defense

Is Sidus Space (SIDU) Quietly Recasting Its Governance Edge With L3Harris Veteran on the Board?

Sidus Space has appointed veteran aerospace and defense executive Kelle Wendling to its Board of Directors, while former members Dana Kilborne and Cole Oliver have concluded their service and Tiffany Norwood has become Chair of the Audit Committee. Wendling’s decades of experience leading complex space systems and government contracting programs at L3Harris bring deep operational and oversight expertise to Sidus Space’s boardroom. With these boardroom shifts and Wendling’s extensive...
TSE:4187
TSE:4187Chemicals

Osaka Organic Chemical Industry (TSE:4187) One Off Gain Lifts Margins And Tests Bullish Narratives

Osaka Organic Chemical Industry (TSE:4187) has wrapped up FY 2025 with fourth quarter revenue of ¥9.6b and basic EPS of ¥169.63, capping a twelve month run that produced ¥36.3b in revenue and basic EPS of ¥336.65. The company has seen quarterly revenue move from ¥8.9b in Q4 FY 2024 to ¥9.6b in Q4 FY 2025, while basic EPS shifted from ¥58.26 to ¥169.63 over the same period. Trailing net margin sits at 19% versus 12.4% a year earlier, supported in part by a ¥3.2b one off gain in the last twelve...
TSX:ARG
TSX:ARGMetals and Mining

Does Rick Rule’s Endorsement Recast Amerigo Resources (TSX:ARG) as a Strategic Play on Resource Scarcity?

Rick Rule, President and CEO of Rule Investment Media, recently named Amerigo Resources as one of his top natural resource stock picks, citing themes such as decades of underinvestment in productive capacity, currency pressures, and rising economic nationalism. This endorsement places Amerigo within a broader thesis that companies tied to essential commodities may benefit as supply constraints and geopolitical tensions shape resource markets. Next, we will examine how Rick Rule’s...
SEHK:2533
SEHK:2533Semiconductor

Black Sesame International Holding (SEHK:2533) Is Up 16.8% After HK$569m Follow-on Share Offering - What's Changed

Black Sesame International Holding Limited recently filed a follow-on equity offering for 30,131,900 ordinary shares at HK$18.88 each, seeking to raise about HK$568.89 million through a subsequent direct listing. By issuing new shares to bolster its capital base, the company is reinforcing its capacity to fund technology and semiconductor development initiatives. We will now examine how this capital-raising move, and the potential dilution it brings, shapes Black Sesame International’s...