ASX:ARU
ASX:ARUMetals and Mining

A Look At Arafura Rare Earths (ASX:ARU) Valuation After Reported Cornerstone Funding Progress For Nolans Project

Arafura Rare Earths (ASX:ARU) is back in focus after reports of about US$1.05b in potential cornerstone funding for its Nolans project, which is a key step toward securing project financing and construction. See our latest analysis for Arafura Rare Earths. The recent reports around potential cornerstone funding and earlier news about offtake agreements have come alongside a 29.55% 1 month share price return and a 96.55% 1 year total shareholder return. However, the 3 year total shareholder...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

Does Analyst Optimism on Innovation and Global Expansion Reshape the Bull Case for LeMaitre Vascular (LMAT)?

In recent days, LeMaitre Vascular has been highlighted for its focus on innovation and international expansion in vascular surgery devices, while some observers point to its relatively small revenue base and elevated valuation multiples versus larger peers. An interesting angle is how renewed analyst confidence, centered on the company’s specialized product portfolio and global growth ambitions, contrasts with concerns about subscale operations and pricing power dependence. We’ll now examine...
TSX:FVI
TSX:FVIMetals and Mining

Is It Too Late To Consider Fortuna Mining (TSX:FVI) After Its 131% One Year Rally?

If you are trying to figure out whether Fortuna Mining is still reasonably priced after a strong run, the starting point is understanding how its current share price lines up with its underlying value. The stock closed at C$14.29 recently, with returns of 3.5% over 7 days, 9.1% over 30 days, 9.2% year to date, 131.2% over 1 year and 183.5% over 3 years. Those figures naturally raise questions about how much future upside or risk is now reflected in the price. Recent coverage has focused on...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

Is Wells Fargo’s Upgrade Reframing the Competitive Moat Story for Cintas (CTAS)?

In recent days, Wells Fargo upgraded its rating on Cintas to “Overweight,” signaling increased confidence in the company’s financial outlook and market position as a provider of corporate identity uniforms and related services. This shift in analyst stance highlights how Cintas’s outsourcing-focused business model and service breadth are influencing professional views on its longer-term prospects. Next, we’ll examine how Wells Fargo’s more positive view of Cintas’s market position may...
NYSE:HEI
NYSE:HEIAerospace & Defense

HEICO (HEI) Valuation Check After Recent Share Price Momentum And Premium P/E Ratio

Why HEICO Is On Investors’ Radar Today HEICO (HEI) has drawn fresh attention after recent share price moves, with the stock showing a mix of short term softness alongside stronger performance over the past month and the past 3 months. See our latest analysis for HEICO. At a share price of $352.55, HEICO has seen a 1-day share price return of 1.53% decline, a 30-day share price return of 14.88%, and a 1-year total shareholder return of 48.83%. This points to momentum that has been building...
TSX:CS
TSX:CSMetals and Mining

Capstone Copper (TSX:CS) Valuation Check As Record Output Meets Mantoverde Strike Disruption

Capstone Copper (TSX:CS) is on investors’ radar after reporting record 2025 copper output of 224,764 tonnes, while at the same time managing a strike at its Mantoverde Mine that is temporarily curbing production. See our latest analysis for Capstone Copper. That mix of record 2025 output and the ongoing Mantoverde strike seems to be feeding into sentiment, with the share price at CA$14.07 and a 90 day share price return of 26.64%. Over longer periods, the 1 year and 5 year total shareholder...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab (GTLB) Valuation Check After Launch Of AI Duo Agent Platform And CTO Transition

GitLab (GTLB) has attracted fresh attention after launching the GitLab Duo Agent Platform, a new AI driven system that automates work across the software lifecycle and aims to ease long standing DevSecOps productivity bottlenecks. See our latest analysis for GitLab. Despite the Duo Agent launch and recent CTO transition, GitLab’s share price return has been weak, with a 90 day share price return decline of 23.31% and a 1 year total shareholder return decline of 45.87%, pointing to fading...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Is It Time To Reassess Steel Dynamics (STLD) After Strong Multi Year Share Gains

If you are wondering whether Steel Dynamics at around US$175 a share still offers value, you are not alone. That is exactly what this article will unpack for you. The stock has returned 1.7% over the last week and 3.5% over the last month, while the year to date return is a 0.5% decline and the 1 year and 3 year returns stand at 42.1% and 70.5% respectively, with a very large 5 year gain of 389.5%. Recent coverage around Steel Dynamics has focused on its role within the broader US steel...