NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Paramount Skydance’s Hostile Warner Bros. Bid Tests Undervalued Stock Thesis

Paramount Skydance (NasdaqGS:PSKY) has launched an escalating hostile takeover bid for Warner Bros. Discovery, including an all cash proposal. The company has filed a lawsuit alleging foul play and is threatening a proxy fight to push the deal through. Netflix is also pursuing Warner Bros. Discovery, turning the situation into a high stakes contest for control of a major media group. Paramount Skydance, trading at $11.55, is pushing aggressively to reshape its position in the media sector...
NYSE:SPOT
NYSE:SPOTEntertainment

Spotify Premium Price Hikes Test User Loyalty And Profit Potential

Spotify Technology (NYSE:SPOT) is raising prices on Premium subscription plans in the U.S. and select international markets. The move represents the company’s third Premium price adjustment in recent years. The change is drawing attention to potential effects on subscriber churn, revenue mix, and competition with Apple Music and Amazon Music. Spotify, which runs a global audio streaming platform centered on music and podcasts, relies heavily on Premium subscriptions for a large share of its...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

What Alphatec Holdings (ATEC)'s Exclusive OsteoAdapt Rights Mean For Shareholders

In January 2026, Alphatec Holdings, Inc. and Theradaptive, Inc. announced a past partnership granting Alphatec exclusive U.S. commercial rights to Theradaptive’s OsteoAdapt osteoinductive bone graft for spinal fusion, alongside Theradaptive’s Series B financing launch to fund clinical trials and manufacturing scale-up. This agreement links Alphatec’s growing spine surgery ecosystem with an FDA Breakthrough-designated regenerative technology in a more than US$10 billion U.S. spine surgery...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

A Look At NANO Nuclear Energy (NNE) Valuation After DS Dansuk Microreactor Collaboration News

NANO Nuclear Energy (NNE) has captured investor attention after signing a Memorandum of Understanding with South Korean industrial group DS Dansuk to collaborate on developing and deploying micro modular reactor systems in South Korea. See our latest analysis for NANO Nuclear Energy. The MOU flurry with DS Dansuk and Ameresco comes after a choppy few months for the stock. It has a 22.64% year to date share price return, a weaker 90 day share price return of a 12.84% decline, and a modest...
NasdaqGS:HQY
NasdaqGS:HQYHealthcare

A Look At HealthEquity (HQY) Valuation After Updated 2027 Revenue Guidance

HealthEquity (HQY) set fresh expectations for investors by issuing revenue guidance for the fiscal year ending January 31, 2027, projecting US$1.38b to US$1.41b, shortly before presenting at the J.P. Morgan Healthcare Conference. See our latest analysis for HealthEquity. At a share price of US$84.0, HealthEquity’s recent guidance and conference appearance come after a 30 day share price return of a 12% decline and a 1 year total shareholder return of a 19.8% decline. However, the 3 year total...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk Balances GLP‑1 Growth, Cell Therapy Ambitions And Antitrust Risk

Novo Nordisk (CPSE:NOVO B) expanded its partnership with Aspect Biosystems to develop next generation cell based diabetes therapies. The company launched an oral formulation of Wegovy, with early signs of strong market uptake in the weight loss segment. A federal antitrust lawsuit was filed alleging Novo Nordisk used its position in GLP 1 medicines to limit compounding pharmacy competition. Novo Nordisk, traded as CPSE:NOVO B, is active in both diabetes care and prescription weight loss...
NYSE:RACE
NYSE:RACEAuto

Ferrari (RACE) Valuation Check After Recent Share Price Weakness

Ferrari stock performance snapshot Ferrari (RACE) has recently drawn attention after a stretch of weaker share performance, with the stock down about 2% over the past day, 6% over the past week, and 23% over the past year. See our latest analysis for Ferrari. That recent 1 month share price return of 11% decline continues a weaker spell for Ferrari, and the 1 year total shareholder return of 22.9% decline suggests momentum has been fading over a longer horizon despite still positive 3 year...
SWX:UBSG
SWX:UBSGCapital Markets

UBS Leadership Shift And Credit Suisse Integration Shape Valuation Outlook

UBS Group (SWX:UBSG) is reviewing potential successors to CEO Sergio Ermotti as he prepares to step down around 2026 or 2027. Ermotti is being considered for a possible move to chairman after a cooling off period, subject to governance requirements. The bank reports that work to integrate Credit Suisse is close to completion, following its acquisition of the rival group. UBS Group is a global wealth manager and investment bank, and the combination with Credit Suisse is one of the largest...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Why Ondas (ONDS) Is Down 5.5% After $1 Billion Equity Raise And Acquisition Pivot

In mid-January 2026, Ondas Inc. (formerly Ondas Holdings Inc.) completed a roughly US$1.00 billion registered direct offering of common stock and pre-funded warrants, changed its corporate name, and signaled an acquisition drive focused on autonomous systems, secure wireless networks, and government-linked programs. The company coupled this capital raise and corporate refresh with higher 2026 revenue guidance and a much larger order backlog, indicating management’s confidence in scaling its...
NYSE:FCX
NYSE:FCXMetals and Mining

Freeport-McMoRan (FCX) Valuation In Focus After Strong Momentum And Conflicting Fair Value Estimates

Freeport-McMoRan: recent returns put valuation in focus Freeport-McMoRan (FCX) has drawn fresh attention after a strong run, with the stock showing a 22.2% return over the past month and 47.3% over the past 3 months. Those moves come alongside reported annual revenue of US$26.0b and net income of US$2.1b. This has prompted investors to weigh how current pricing lines up against the company’s earnings power and its balance between copper, gold and other metals. See our latest analysis for...
NYSE:BX
NYSE:BXCapital Markets

Blackstone Weighs Beacon Sale As Energy Exposure And Valuation Face Scrutiny

Blackstone (NYSE:BX) is reportedly considering a sale of Beacon Offshore Energy, a major Gulf of Mexico oil and gas operator. The potential transaction would involve Beacon's producing and development assets in a key US offshore basin. The review of options for Beacon comes as Blackstone continues to manage and reshape its broad portfolio of alternative assets. For investors watching NYSE:BX, this possible sale comes in the context of a mixed share price backdrop. Blackstone closed at...
NYSE:UTI
NYSE:UTIConsumer Services

A Look At Universal Technical Institute’s Valuation After Recent Share Price Recovery

Setting the recent move in context Universal Technical Institute (UTI) has recently drawn attention after a 3.4% gain over the past month, contrasting with a 17.1% decline in the past 3 months and modest 1 year total return. See our latest analysis for Universal Technical Institute. At a share price of US$27.19, Universal Technical Institute’s recent 30 day share price return of 3.4% follows a 90 day share price decline of 17.1%. The 5 year total shareholder return of 338.6% highlights how...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra Meta Nuclear Deal Ties Long Term Data Center Power Demand

Vistra (NYSE:VST) has signed long term power purchase agreements with Meta for more than 2,600 MW of nuclear capacity across three plants. The 20 year deal is described as the largest corporate backed nuclear uprate in U.S. history. The agreements focus on supplying zero carbon power tailored to growing electricity needs from hyperscale data centers. For investors watching NYSE:VST, this move ties Vistra more closely to tech driven electricity demand and locks in long duration contracted...
LSE:VOD
LSE:VODWireless Telecom

Is Vodafone Group (LSE:VOD) Pricing Reflect Its Recent 52% One Year Share Return

If you are wondering whether Vodafone Group’s current share price still offers value, this breakdown will help you see how the numbers stack up against what you are paying. Vodafone’s shares last closed at £1.0095, with returns of 2.3% over 7 days, 4.5% over 30 days, 1.7% year to date, 52.1% over 1 year and 37.7% over 3 years. These figures provide useful context before weighing up what the stock might be worth. Recent coverage around Vodafone has focused on its position as a major telecom...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Is PayPal (PYPL) Now An Opportunity After A 77% Five Year Share Price Fall?

If you are wondering whether PayPal Holdings is starting to look like a value opportunity or still a value trap, you are not alone. The stock most recently closed at US$55.08, with returns of a 2.6% decline over 7 days, 7.9% decline over 30 days, 5.3% decline year to date, 38.5% decline over 1 year, and 77.1% decline over 5 years. This naturally raises questions about risk and potential reward from here. Recent news has focused on PayPal's position in digital payments and how investors are...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial Faces Rate Cap Risk Yet Screens As Undervalued

A new government proposal would cap credit card interest rates for one year, directly affecting issuers such as Synchrony Financial (NYSE:SYF). The proposed cap targets consumer credit card APRs and is under discussion alongside the Credit Card Competition Act. If adopted, the measures could influence interest income, fee structures, and credit policies across the credit card industry. For you as an investor, this matters because Synchrony Financial is heavily focused on private label and...