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In recent months, Palomar Holdings, a specialty US property and casualty insurer, reported that its net premiums earned expanded at an annual rate of 46.1% over the last two years. Over the same period, book value per share increased at an annual rate of 39.5%, highlighting a markedly stronger balance sheet that may underpin investor confidence in the business. We’ll now explore how this rapid expansion in net premiums earned could reshape Palomar Holdings’ existing investment narrative...

PDF Solutions (PDFS) has quietly put together an impressive run, with the stock up about 65% over the past 3 months as investors warm to its role in semiconductor manufacturing analytics and yield improvement. See our latest analysis for PDF Solutions. That 64.7% 3 month share price return comes after a much more modest 5.1% 1 year total shareholder return. This suggests momentum has only really kicked in recently as investors reassess its growth and risk profile around $31.92. If PDF...

Nickel Industries recently secured Indonesian regulatory approval to lift its 2025 Hengjaya nickel ore sales quota to 10.5 million wet metric tons, alongside a five-year environmental permit enabling in-pit tailings storage and a limonite slurry pipeline. These approvals not only unlock higher ore sales but also embed new operational and environmental infrastructure that could underpin longer-term production plans aimed at the electric-vehicle battery supply chain. We’ll now examine how the...

The latest catalyst for STMicroelectronics (ENXTPA:STMPA) is a new €1 billion credit line from the European Investment Bank, with an initial €500 million tranche earmarked for R&D and high volume chip production. See our latest analysis for STMicroelectronics. Despite this sizeable backing and a solid revenue growth profile, sentiment has been subdued, with the share price down around 7.6% year to date and the three year total shareholder return sitting at roughly negative 36%. This suggests...

IDT Corporation has reported past first-quarter 2025 results showing sales of US$322.75 million and net income of US$22.36 million, alongside continued dividends and completion of a multi‑year share buyback totaling 3,976,037 shares for US$66.28 million. Investors also saw a legal cloud lifted as the Delaware Supreme Court resolved the Straight Path class action in IDT’s favor while its Fintech arm nearly doubled income from operations and adjusted EBITDA. We’ll now examine how IDT’s...

MercadoLibre (NasdaqGS:MELI) just took a very real step toward sci fi logistics by rolling out Agility Robotics Digit humanoid robots in its San Antonio fulfillment center to automate repetitive, physically demanding warehouse tasks. See our latest analysis for MercadoLibre. The humanoid robot rollout lands at an interesting moment for MercadoLibre, with the latest share price at $2019.81 and a year to date share price return of 14.44% but a softer 90 day share price return of minus 13.66%...

Pagaya Technologies (PGY) just closed its latest $500 million asset backed securitization tied to consumer loans, the eighth such PAID deal this year, pushing total 2025 ABS funding for personal loans to about $5.4 billion. See our latest analysis for Pagaya Technologies. That funding momentum comes after Pagaya filed a roughly $1.26 billion shelf registration earlier this month. While the 90 day share price return is still down sharply at about 37 percent, the stock’s year to date share...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ambu fair value estimate is kr.130 Ambu's kr.85.60 share price...

Honeywell International has announced that Indra Nooyi, former Chair and CEO of PepsiCo and current Amazon audit committee chair, will join its Board as an Independent Director effective January 1, 2026. Nooyi’s combination of global leadership experience, financial expertise, and governance roles at Amazon and Philips may meaningfully influence Honeywell’s boardroom discussions on capital allocation and corporate transformation. Next, we’ll explore how adding a seasoned operator like Indra...

Alcoa recently presented at the Resourcing Tomorrow conference in London, where President and CEO William F. Oplinger outlined the company's outlook and positioning across the aluminum value chain. That update followed quarterly results showing quarterly revenue of US$3.00 billion and net profit of US$232 million, reinforcing analyst views of improving fundamentals as aluminum and alumina prices recover from earlier cyclical lows. We'll now examine how Alcoa's improved profitability and...

Elmos Semiconductor SE, in early December 2025, announced it will showcase a broad range of automotive-focused semiconductor innovations at CES 2026, including intelligent motor control ICs, smart eFuses, advanced ultrasonic sensing kits, OLED lighting solutions, and a compact quantum random number generator for secure in-vehicle communication. By combining AI-enhanced ultrasonic sensing, intelligent power management, and quantum-grade cryptography in real-world demonstrators, Elmos is...

In recent months, DBS Group Holdings reported record or near-record profits with double-digit return on equity, underpinned by resilient asset quality and an S$8.00 billion capital-return plan through 2027 that combines dividends and share buybacks. At the same time, the bank is pushing ahead with regional expansion and digital initiatives under incoming CEO Tan Su Shan, even as regulators scrutinise past system outages and a ransomware incident. We’ll now examine how DBS’s S$8.00 billion...

If you are wondering whether HSBC Holdings still offers good value after such a strong run, or if you might be late to the party, this breakdown will help you see what the current share price is really reflecting. The stock has climbed 3.6% over the last week, 1.2% over the past month, and is now up 42.0% year to date and 54.2% over the last year. That naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been shaped by a mix of strategic...

Wondering if Wingstop is finally priced for perfection or quietly setting up a value opportunity? Let us unpack what the current share price is really implying about its future growth. After a strong multi year run, the stock has pulled back, with shares down about 10.5% over the last week, 1.6% over the past month, and 19.5% year to date. However, the 3 and 5 year returns are still up 52.9% and 70.6% respectively. That reset has come as investors digest a mix of headlines around restaurant...

Wondering if Annaly Capital Management is still good value after its big run, or if you might be late to the party? This breakdown will walk through what the current price is really baking in. Despite a recent 2.4% dip over the last week and a modest 1.0% gain over the past month, the stock is still up 20.9% year to date and 29.5% over the last year, with a 53.8% gain over three years and 27.2% over five years. Those moves have come as investors refocus on income plays like Annaly in a...

In December 2025, Deutsche Telekom and OpenAI announced a multi-year collaboration giving the telecom group early access to an alpha-phase model and deploying ChatGPT Enterprise across its organisation to power new AI products, customer care and network operations for its more than 261 million mobile customers worldwide. This positions Deutsche Telekom as an early large-scale telecom adopter of frontier AI, potentially reshaping how communication, customer support and network management are...

Leonardo DRS, Inc. recently signed a Memorandum of Intent with Saudi Arabia’s Ministry of Defense to explore advanced network computing, combat computing, and ground vehicle modernization solutions supporting the Kingdom’s Vision 2030 defense roadmap. This agreement highlights Leonardo DRS’s push to deepen its role in Middle Eastern defense modernization, potentially broadening demand for its battlefield computing and C6ISR technologies. We’ll now look at how this Saudi defense MOI, centered...

ROHM (TSE:6963) has quietly outperformed this year, with the stock up about 43% year to date and over 53% in the past year, even as longer term returns remain mixed. See our latest analysis for ROHM. With the share price now around ¥2,152.5 and a 1 month share price return of 8.4%, recent gains build on strong year to date momentum, even though the 3 year total shareholder return remains negative. If ROHM’s run has you thinking about what else is moving in semiconductors and adjacent tech,...

Recently, Coursera reported that average customer spending fell by 7.3% as it prioritized expanding its user base in a highly competitive market, with sales growth over the next 12 months estimated at 6%, below its three-year trend. This combination of lower spend per customer and an expected moderation in overall sales growth raises questions about how effectively Coursera can balance scale with profitability over time. We’ll now examine how the 7.3% drop in average customer spending may...

Knowles (KN) just landed on more institutional radar, with Harvey Partners taking a fresh stake after a quarter of 7% revenue growth and upbeat guidance that lines up with the stock’s emerging breakout setup. See our latest analysis for Knowles. Those bullish signals are already showing up in the tape, with Knowles’ share price at $24.04 and a roughly 20% year to date share price return feeding into a solid 1 year total shareholder return above 20%, suggesting momentum is building rather than...

In early December 2025, ServiceTitan reported third-quarter revenue of US$249.16 million with reduced net loss, issued fourth-quarter and full-year revenue guidance, and announced that TIMEPROOFUSA and Master Roofing Solutions selected its platform as their unified operating system for national expansion. The combination of faster-growing software revenues, ongoing loss reduction, and deeper integrations with major roofing partners such as GAF, EagleView, and ABC Supply underscores...

EssilorLuxottica Société anonyme (ENXTPA:EL) has quietly pulled back over the past month, slipping around 10%, even as its one year and three year returns remain strongly positive for long term shareholders. See our latest analysis for EssilorLuxottica Société anonyme. The recent 30 day share price return of around minus 9.7% has cooled EssilorLuxottica Société anonyme’s earlier momentum, but its year to date share price gain and strong multi year total shareholder returns still point to a...

Nokia Oyj (HLSE:NOKIA) is back in focus after unveiling three new partnerships that push its 5G, automation and Network as Code strategy deeper into India, the Middle East and offshore energy infrastructure. See our latest analysis for Nokia Oyj. Those deals have landed as momentum returns to the stock, with Nokia Oyj’s 90 day share price return of 41.19 percent and one year total shareholder return of 31.87 percent, which suggests improving sentiment around its 5G and automation story. If...

Federal Realty Investment Trust recently reported mixed third-quarter 2025 results, advanced several major redevelopments at Bala Cynwyd, Hoboken and Santana Row, acquired the Village Pointe lifestyle center in Omaha, and appointed Joseph D. Fisher to its Board of Trustees effective January 1, 2026. Together, these moves highlight Federal Realty’s push to expand its footprint in high-traffic retail locations while balancing redevelopment spending with near-term earnings pressure. Next, we’ll...