NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs' Warehouse (CHEF) Is Up 5.7% After Issuing Early Fiscal 2026 Profitability Guidance

Earlier this month, The Chefs' Warehouse, Inc. issued preliminary unaudited guidance for fiscal 2026, projecting net sales between US$4.35 billion and US$4.45 billion and net income of US$88.0 million to US$92.0 million. This early look at 2026 earnings gives investors a clearer view of expected scale and profitability as the company refines its premium-focused distribution model. Now we’ll examine how this 2026 net income guidance range interacts with Chefs' Warehouse’s existing investment...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Assessing Take-Two Interactive Software (TTWO) Valuation As Recent Share Price Momentum Softens

Stock performance snapshot and recent context Take-Two Interactive Software (TTWO) has seen mixed recent performance, with the share price near US$240.61, a small gain over the past day but declines over the past week, month and past 3 months. See our latest analysis for Take-Two Interactive Software. Looking beyond the latest move, Take-Two’s recent share price returns over 1 day, 7 days and 3 months have softened, while its 1 year and 3 year total shareholder returns remain much stronger...
ASX:JHX
ASX:JHXBasic Materials

A Look At James Hardie Industries’ (ASX:JHX) Valuation As Plant Closures Aim For Future Cost Savings

James Hardie Industries (ASX:JHX) is back in focus after announcing plans to close its Fontana, California, and Summerville, South Carolina manufacturing plants within 60 days and to consolidate capacity under a broader optimization program. See our latest analysis for James Hardie Industries. The plant closures come after a sharp share price rally, with a 15.54% 30 day share price return and a 13.02% year to date share price return, even as the 1 year total shareholder return shows a 36.53%...
NYSE:FOR
NYSE:FORReal Estate

Forestar Group Q1 Margin Compression Challenges Bullish Narrative Around Capital Efficient Model

Forestar Group (FOR) opened fiscal 2026 with Q1 revenue of US$273 million and basic EPS of US$0.30, setting a measured tone after a very strong finish to 2025. The company has seen quarterly revenue move from US$250.4 million in Q1 2025 to US$551.4 million in Q4 2024 and then US$670.5 million in Q4 2025. Over the same periods, basic EPS ran from US$0.32 to US$1.61 and then US$1.71, so the latest print lands against a backdrop of high recent throughput and puts the focus firmly on how margins...
TSX:DPM
TSX:DPMMetals and Mining

Did DPM Metals’ (TSX:DPM) 2025 Gold Output of 244.9 Koz Just Reframe Its Cash Flow Story?

DPM Metals Inc. has released preliminary operating results for the fourth quarter and full year 2025, reporting 786 Kt of ore processed in Q4 and 2,978 Kt for the year, with gold production of 70.2 Koz in Q4 and 244.9 Koz for 2025, alongside copper output of 9.9 Mlbs in Q4 and 30.0 Mlbs for the year. These figures give investors a clearer view of DPM Metals’ recent gold and copper production profile, a key input for assessing how its mines and development projects might underpin future cash...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Aura Minerals (AUGO) Ramps Up Gold Output But What Does It Reveal About Asset Optimization Strategy?

Aura Minerals Inc. recently reported preliminary operating results showing fourth-quarter production of 82,067 gold equivalent ounces and full-year 2025 output of 280,414 ounces, both higher than the prior year. This production growth indicates improving operational throughput and provides fresh data points for investors assessing the company’s ability to sustain and optimize its asset base. Next, we’ll examine how Aura Minerals’ higher gold equivalent output shapes its investment...
NasdaqCM:RR
NasdaqCM:RRMachinery

Richtech Robotics (RR) Heavy Q4 Loss Per US$1.4 Million Revenue Undermines Growth Narrative

Richtech Robotics FY 2025 Earnings Snapshot Richtech Robotics (RR) closed FY 2025 with Q4 revenue of US$1.4 million and a basic EPS loss of US$0.02, as net income excluding extra items came in at a loss of US$3.6 million. This result sets the stage for another year of rebuilding the path toward profitability. The company reported quarterly revenue moving from US$1.3 million in Q1 2025 to US$1.4 million in Q4 2025, while basic EPS ranged between a loss of US$0.04 and a loss of US$0.02 across...
NYSE:UBER
NYSE:UBERTransportation

Assessing Uber Technologies (UBER) Valuation After Expanded Kroger Rollout And Renewed Analyst Optimism

Uber Technologies (UBER) just expanded its partnership with Kroger, adding nearly 2,700 Kroger Family stores to Uber Eats, Uber, and Postmates. This move broadens Uber’s grocery delivery reach nationwide. See our latest analysis for Uber Technologies. At a share price of US$83.72, Uber has seen a 5.56% 1 month share price return but a 9.21% 3 month share price decline, while its 1 year total shareholder return of 23.59% points to longer term momentum. Recent analyst attention and the expanded...
NYSE:CAT
NYSE:CATMachinery

Does Caterpillar’s AI Push With NVIDIA at CES 2026 Reshape the Bull Case for CAT?

Caterpillar recently unveiled AI-powered and autonomous innovations at CES 2026 and announced an expanded collaboration with NVIDIA to embed advanced AI across its machines, digital tools and manufacturing systems. This push to integrate AI assistants, autonomy-ready equipment and factory digital twins positions Caterpillar to play a central role in how industrial work is planned, executed and optimized. We’ll now explore how Caterpillar’s expanded NVIDIA collaboration and AI-enabled...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm Repositions Toward Edge AI As Market Weighs Fair Valuation

Qualcomm (NasdaqGS:QCOM) is expanding its focus to edge AI, including AI-ready chips for devices that process data locally. CEO Cristiano Amon has highlighted the company's push into automotive and industrial markets as part of a broader repositioning. The company is also commercializing AI powered PC designs, aiming to bring on-device AI capabilities to laptops and other computers. For you as an investor, the key shift is that Qualcomm is talking less about being only a smartphone chip...
NYSE:MO
NYSE:MOTobacco

FDA Greenlights Altria’s On! Plus Pouches As Smoke Free Story Builds

Altria Group (NYSE:MO) received FDA approval for its on! Plus nicotine pouches. The decision allows Altria to market on! Plus as part of its smoke free product portfolio. The approval comes as the company continues to build out reduced risk offerings for adult nicotine consumers. For investors watching NYSE:MO, the FDA sign off on on! Plus arrives with the stock at $61.15 and a 1 year return of 27.3%. Over the past 3 years the stock shows a 73.4% return and over 5 years a 113.8% return,...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Is Kaspi.kz (NasdaqGS:KSPI) Offering Long Term Value After Recent Share Price Weakness

Wondering if Kaspi.kz at US$77.40 is offering real value or just headline noise? This article walks through what the current price could mean for you as an investor. The share price closed at US$77.40, with a 1.3% decline over the last 7 days, a 0.2% decline over the last 30 days, a 0.2% decline year to date, a 19.0% decline over 1 year, and returns of 17.8% over 3 years and 53.6% over 5 years. Recent coverage of Kaspi.kz has focused on how the business fits into the broader fintech and...
NYSE:LNG
NYSE:LNGOil and Gas

Cheniere Energy Upgrades Highlight LNG Tailwinds And Valuation Gap

Multiple major brokerages have recently upgraded their outlook on Cheniere Energy (NYSE:LNG). Analysts point to improving liquefied natural gas, or LNG, market fundamentals as a key driver. Positive industry developments and progress on U.S. LNG projects are central to the upgraded views. Cheniere Energy is a leading U.S. exporter of liquefied natural gas, connecting domestic natural gas production to global buyers. The recent wave of upgrades comes as LNG demand signals and project...
NYSE:AXP
NYSE:AXPConsumer Finance

Is It Too Late To Consider American Express (AXP) After A Strong Multi Year Rally?

If you are wondering whether American Express is still good value after a strong multi year run, this article walks through what the current price might be implying about the stock. At a last close of US$352.19, the stock has had a 1.6% decline over 7 days and a 6.5% decline over 30 days, although it still shows returns of 11.9% over 1 year, 135.1% over 3 years and 222.1% over 5 years. Recent news flow around American Express has largely focused on its position in payments and card spending...