NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

TransMedics Group (TMDX) Valuation Check After Strong Multi Period Share Price Gains

What recent performance says about TransMedics Group (TMDX) With no single headline event driving attention today, TransMedics Group (TMDX) has still attracted interest after a mixed short term stretch and strong longer term returns that stand out among healthcare names. The stock is roughly flat over the past week after a 1% decline in the last session, yet it has returned about 11% over the past month and around 19% in the past 3 months. Longer horizons look very different, with year to...
WBAG:ANDR
WBAG:ANDRMachinery

Andritz (WBAG:ANDR) Valuation Check As New South Korea Hydropower Win Highlights Growth In Renewable Projects

Contract win in South Korea puts Andritz’s hydropower capabilities in focus Andritz (WBAG:ANDR) has secured a contract to supply equipment and services for a 500-MW pumped storage hydropower plant in South Korea, drawing fresh attention to its role in renewable energy infrastructure in Asia. See our latest analysis for Andritz. The South Korean hydropower contract arrives after a period of firm share price momentum, with Andritz’s latest share price at €70.25 and a 30 day share price return...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Heineken Holding (ENXTAM:HEIO) Valuation Check As Share Buyback Programme Continues

Heineken Holding share buyback programme update Heineken Holding (ENXTAM:HEIO) has continued executing the first tranche of its share buyback programme, repurchasing shares on exchange as part of a planned capital return of up to approximately €750 million. See our latest analysis for Heineken Holding. The ongoing buyback comes during a softer patch for the shares, with a 7 day share price return of 2.5% and a year to date share price return of 2.6%. The 1 year total shareholder return of...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

Assessing FuboTV (FUBO) Valuation After Recent Share Price Weakness And Discounted Price To Sales Ratio

What recent price moves suggest about FuboTV (FUBO) FuboTV (FUBO) has seen mixed share performance recently, with a 3.7% decline over the past day and a 3% fall over the past month, while year-to-date returns are slightly negative. See our latest analysis for FuboTV. With the share price at US$2.57 and a modestly negative year to date share price return, recent weakness suggests momentum has cooled slightly as investors reassess FuboTV’s growth prospects and risk profile in live TV...
BIT:IGV
BIT:IGVHospitality

I Grandi Viaggi (BIT:IGV) Premium P/E Challenges Bulls Despite 9% Earnings Growth

I Grandi Viaggi (BIT:IGV) has wrapped up FY 2025 with fourth quarter revenue of €32.71 million and basic EPS of €0.13, setting the tone for a year where trailing twelve month revenue reached €71.14 million and EPS came in at €0.07. The company has seen revenue move from €63.96 million on a trailing basis in Q4 2024 to €71.14 million in Q4 2025, with EPS over the same trailing period shifting from €0.06 to €0.07. This places the latest results against a backdrop of modest revenue growth and...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

ASML Monopoly In EUV Lithography And What It Means For Investors

Recent coverage has highlighted ASML Holding's entrenched monopoly in extreme ultraviolet lithography, with no credible rival suppliers. Industry commentary stresses that EUV systems from ASML are essential for leading edge chip production at major semiconductor manufacturers. The company continues to attract strong institutional attention and analyst upgrades that focus on its central role in the semiconductor value chain. ASML Holding (NasdaqGS:ASML) sits at the center of advanced...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Should Expanded U.S. Digital Partnerships and Board Changes Require Action From DENTSPLY SIRONA (XRAY) Investors?

DENTSPLY SIRONA recently renewed its long-standing U.S. dental technology distribution agreement with Patterson Dental and expanded its collaboration with Benco Dental to include a broad suite of connected digital solutions, while also adding former Patterson CEO Donald J. Zurbay to its Board and creating a Growth and Value Creation Committee. Together, these moves deepen Dentsply Sirona’s distribution reach and bring insider dealer expertise directly into board-level oversight as the...
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...