NasdaqGM:SYM
NasdaqGM:SYMMachinery

The Bull Case For Symbotic (SYM) Could Change Following SoftBank’s Share Sale And $550M Equity Raise

In early December 2025, Symbotic Inc. completed a US$550 million follow-on equity offering at US$55 per share, issuing 10,000,000 Class A shares at a per-share discount of US$1.7875, alongside a broader shelf registration covering common stock, preferred stock, and debt securities. The combined sale of new shares by Symbotic and secondary shares by major holder SoftBank’s SVF Sponsor III sharpened investor focus on dilution, ownership shifts, and execution risk just as analysts were already...
NYSE:KOF
NYSE:KOFBeverage

Coca-Cola FEMSA (NYSE:KOF) Valuation Check After Steady Share Price Gains and Long-Term Outperformance

Coca-Cola FEMSA. de (NYSE:KOF) keeps edging higher, with shares up around 7 % over the past 3 months and nearly 18 % this year as investors reward its steady revenue and earnings growth. See our latest analysis for Coca-Cola FEMSA. de. That climb has been part of a broader uptrend, with the latest share price at $92.09 and the year to date share price return of 18.44 % sitting on top of a 5 year total shareholder return of 142.79 %. This suggests that momentum is still firmly in investors'...
NYSE:MDT
NYSE:MDTMedical Equipment

How FDA-Cleared Hugo Robot and Dividend Move Will Impact Medtronic (MDT) Investors

Earlier this month, Medtronic received U.S. FDA clearance for its Hugo robotic-assisted surgery system for minimally invasive urologic procedures and also affirmed a US$0.71 per-share cash dividend for the third quarter of fiscal 2026, payable on January 16, 2026, to shareholders of record as of December 26, 2025. The Hugo system’s modular design and integration with Medtronic’s Touch Surgery digital ecosystem could broaden hospital access to robotic surgery and deepen its presence in...
NYSE:TTC
NYSE:TTCMachinery

Is Toro a Value Opportunity After Recent Share Price Weakness in 2025?

Wondering if Toro is quietly turning into a value opportunity after a rough patch? This breakdown will help you decide whether the current price makes sense or not. Despite being down roughly 7.3% year to date and 14.7% over the past year, the stock has ticked up about 2.8% in the last week and 1.4% over the last month, hinting that sentiment may be starting to shift. Recent headlines have focused on how Toro is navigating a slower residential and professional equipment market while leaning...
NasdaqGS:CERT
NasdaqGS:CERTHealthcare Services

Certara (CERT) Valuation Revisited as New CEO Jon Resnick Takes the Helm

Certara (CERT) just set its next chapter in motion by naming longtime IQVIA executive Jon Resnick as incoming CEO and board member, a planned handoff that could reshape how investors think about the stock’s longer term trajectory. See our latest analysis for Certara. At a share price of $9.28, Certara’s roughly 7.7 percent 1 month share price return contrasts with a 12.9 percent year to date decline and a much steeper 18.4 percent 1 year total shareholder return drop. This suggests sentiment...
NYSE:ASB
NYSE:ASBBanks

Is It Time To Reassess Associated Banc-Corp After Its 97.4% Five Year Surge?

If you have been wondering whether Associated Banc-Corp is still reasonably priced after its recent climb, you are not alone. This article is going to walk through what the current share price actually bakes in. The stock has quietly put together a solid run, up 4.8% over the last week, 5.6% over the past month, 14.7% year to date, and an impressive 97.4% over five years. This naturally raises the question of how much upside is left versus the risks on the table. Recently, Associated...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

Navitas Semiconductor (NVTS): Assessing Valuation After a 150% One-Year Share Price Surge

Navitas Semiconductor (NVTS) has been on a quiet tear over the past year, with the stock up more than 150% as investors lean into its gallium nitride and silicon carbide power solutions story. See our latest analysis for Navitas Semiconductor. That momentum has cooled a little in the last week, with a slightly negative 7 day share price return. However, the 90 day share price return of 47.81 percent and 1 year total shareholder return of 153.33 percent still point to strong optimism building...
NYSE:VRT
NYSE:VRTElectrical

Vertiv (VRT) Valuation Check After Wolfe Research Downgrade and Big Post‑2022 Rally

Vertiv Holdings (VRT) just ran into a speed bump, with Wolfe Research downgrading the stock on valuation after its huge rally since 2022, even as many on Wall Street still like its data center story. See our latest analysis for Vertiv Holdings Co. The downgrade comes after a powerful run, with Vertiv’s 90 day share price return of nearly 34 percent and a year to date share price return above 50 percent. Its three year total shareholder return above 1,200 percent shows momentum is still firmly...
NasdaqGS:OPK
NasdaqGS:OPKHealthcare

OPKO Health (OPK): Revisiting Valuation After Recent Share Price Stabilisation

OPKO Health (OPK) has quietly moved higher over the past month, even as its longer term returns remain weak. This has left investors debating whether this low priced healthcare name is finally resetting expectations. See our latest analysis for OPKO Health. Zooming out a bit, OPKO’s roughly 3 percent 1 month share price return contrasts with a still weak 1 year total shareholder return. This suggests sentiment is stabilising rather than surging as investors reassess its turnaround...
ENXTAM:UMG
ENXTAM:UMGEntertainment

How Investors May Respond To Universal Music Group (ENXTAM:UMG) Expanding Experiential Retail For Superfans

Universal Music Group has recently opened flagship UMusic Shop locations in New York and London, expanding its physical retail footprint alongside existing stores in Madrid and Tokyo to offer exclusive artist-inspired merchandise, immersive installations, and live fan experiences. By pairing these stores with collaborations like the “Music Is Universal” capsule with Awake NY and positioning them in cultural hubs such as Penn Plaza and Camden Market, UMG is using physical spaces to deepen...
ASX:LYC
ASX:LYCMetals and Mining

Lynas Rare Earths (ASX:LYC) Valuation Check as Morningstar Flags Overpricing and Operational, Index Risks

Investor chatter around Lynas Rare Earths (ASX:LYC) has picked up after Morningstar tagged the stock as overpriced unless rare earth prices climb sharply, at the same time as operational disruption and index profile headlines complicate the outlook. See our latest analysis for Lynas Rare Earths. Those concerns have landed just as the share price has cooled off, with a 7 day share price return of minus 9.51 percent and 30 day share price return of minus 10.97 percent following director share...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims & Hers Health (HIMS): Reassessing Valuation After Recent Share Price Pullback

Hims & Hers Health (HIMS) has been on a bumpy ride lately, sliding about 8% over the past month and roughly 27% in the past 3 months, even as its longer term performance stays solid. See our latest analysis for Hims & Hers Health. Even after that pullback, the share price is still up strongly on a year to date basis. The multi year total shareholder return points to investors steadily pricing in Hims & Hers Health’s growth runway. If Hims & Hers Health has you thinking about where healthcare...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Laureate Education (LAUR): Assessing Valuation After a 70% Year‑to‑Date Share Price Surge

Laureate Education (LAUR) has quietly turned into one of the stronger education names in the market, with the stock climbing sharply this year as investors reward its steady revenue and earnings growth. See our latest analysis for Laureate Education. That steady operational execution has translated into strong market momentum, with a year to date share price return of more than 70% and a three year total shareholder return above 230%, suggesting investors are increasingly confident in...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Will Yescarta’s Stronger Second-Line Lymphoma Role Change Gilead Sciences’ (GILD) Cell Therapy Narrative?

Kite, a Gilead company, recently presented new analyses showing that Yescarta delivers durable efficacy and a consistent safety profile as a one-time second-line treatment for relapsed or refractory large B-cell lymphoma, including patients who were previously ineligible for intensive chemotherapy and stem cell transplant. By strengthening the case for Yescarta as a standard second-line option, these data highlight how Gilead’s cell therapy portfolio could shape future cancer care...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC (NYSE:TSM) Valuation Check After Strong Year-to-Date Share Price Run

Taiwan Semiconductor Manufacturing (TSM) has quietly added another solid week, with the stock up about 5% over the past month and nearly 20% in the past 3 months, extending a strong year-to-date run. See our latest analysis for Taiwan Semiconductor Manufacturing. That steady 1 month share price return around 5% sits within a much bigger move, with the stock now at about $310 and a powerful year to date share price return north of 50%. This reinforces the sense that momentum is still building...
NYSE:CRM
NYSE:CRMSoftware

Is Salesforce Now Attractively Priced After AI Push And Recent Share Price Rebound?

If you have been wondering whether Salesforce is still a buy at today’s price, you are not alone. This breakdown is designed to help you decide if the current tag makes sense or not. After a bumpy ride this year, with the stock still down 20.1% year to date and 25.1% over the last year, the recent 10.7% jump in the past week and 9.3% gain over the last month hints that sentiment around its long term growth story might be turning. Part of that shift has been driven by ongoing headlines about...
TSX:CIGI
TSX:CIGIReal Estate

How Investors Are Reacting To Colliers (TSX:CIGI) Doubling Down On AI, India And Dividends

Colliers International Group has reaffirmed its semi-annual cash dividend of US$0.15 per common share, payable on January 14, 2026, and has recently expanded leadership in North Florida, acquired full ownership of its India business, and entered a multi-year Google Cloud partnership to upgrade its global technology capabilities. Together, these moves highlight Colliers’ push to deepen recurring service lines, strengthen key growth markets like India, and embed AI-driven analytics across its...
NYSE:JPM
NYSE:JPMBanks

JPMorgan’s Surging 2026 Expense Plan Could Be A Game Changer For JPMorgan Chase (JPM)

In early December 2025, JPMorgan Chase surprised investors by projecting 2026 expenses of about US$105 billion, driven by growth-related costs, inflation, and heavy spending on areas like AI, credit card marketing, and new branches. This higher cost outlook comes as management also describes the economy as “a bit more fragile,” sharpening the focus on how effectively the bank can convert its very large investment budget into sustainable profitability. Next, we’ll examine how this higher 2026...
NYSE:DIS
NYSE:DISEntertainment

Is Disney Still a Long Term Opportunity After Recent Streaming and Theme Park Strategy Shift?

Wondering if Walt Disney at around $108 a share is still a magic kingdom for long term investors, or if the best days are already priced in, you are not alone. Despite a choppy five years with the stock down about 36.1%, Disney has edged up 2.9% over the last week even as it remains slightly negative year to date at around 1.8%, hinting that sentiment may be starting to turn. Recent headlines have focused on Disney sharpening its focus on streaming strategy, reshaping its traditional TV...
SWX:ROG
SWX:ROGPharmaceuticals

The Bull Case For Roche Holding (SWX:ROG) Could Change Following Breakthrough Giredestrant Breast Cancer Data

Genentech, part of Roche, recently reported that its experimental breast cancer pill giredestrant cut the risk of invasive disease recurrence or death by 30% versus standard endocrine therapy in a large Phase III trial in early-stage ER-positive disease. This is the first time in more than 20 years that an oral endocrine therapy has outperformed the long-standing standard in this setting, highlighting Roche’s ongoing strength in developing practice-changing oncology medicines. We’ll now...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Is Zoom (ZM) Undervalued After Its Recent Share Price Gains?

Zoom Communications (ZM) has quietly delivered a solid run lately, with the stock up around 4% over the past month and roughly 5% in the past 3 months, outpacing many software peers. See our latest analysis for Zoom Communications. Those steady gains sit within a mixed bigger picture, with the share price now around $88 and a solid year to date share price return contrasting with a much weaker five year total shareholder return as investors reassess Zoom’s long term growth and AI pivot. If...
NYSE:TPR
NYSE:TPRLuxury

Is It Too Late to Consider Tapestry After Its 92% 1 Year Surge?

If you are wondering whether Tapestry is still a buy after its big run, you are not alone. This stock has become a litmus test for how investors value premium brands in a changing consumer landscape. The share price has been on a tear, up 5.2% over the last week, 11.0% over the last month, and 79.4% year to date, capping off a 92.0% 1-year gain and multi-year returns north of 200%. Much of that momentum has been tied to headlines around Tapestry's portfolio strategy and brand investments,...
CPSE:GMAB
CPSE:GMABBiotechs

How Genmab’s US$2.5 Billion Debt-Funded Merus Deal and Lymphoma Data Will Impact Genmab (CPSE:GMAB) Investors

Earlier this month, Genmab A/S completed a US$1.50 billion offering of 6.250% senior secured notes due 2032 and US$1.00 billion of 7.250% senior unsecured notes due 2033 to help finance its pending acquisition of Merus N.V., alongside new term loans and a revolving credit facility. The combination of large-scale debt financing and strong epcoritamab and EPKINLY clinical data across several lymphoma studies highlights how Genmab is using both capital structure and science to expand its...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing Still a Turnaround Opportunity After Its 2025 Recovery Rally?

Wondering if Boeing at around $198 is still a turnaround story worth backing or if the easy money has already been made? This breakdown will walk you through what the current price is really baking in. Despite a bumpy ride with a 1-week return of -1.9% and a flat-ish 2.0% over 30 days, the stock is still up 15.6% year to date and 19.7% over the last year. This hints that sentiment has quietly shifted even though the 5-year return is still -12.0%. Recent headlines have centered on Boeing's...