NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

SiTime (SITM) Endura Super-TCXO Launch: Taking Stock of the Valuation After a Material PNT Upgrade

The launch of SiTime (SITM) Endura Super TCXO is a meaningful step into high stakes position, navigation, and timing markets, putting ultra stable, spoof resistant timing at the center of the stock story. See our latest analysis for SiTime. Investors seem to be warming to that story, with the share price up 14.0 percent over the past month and a powerful 63.9 percent year to date share price return at 366.49 dollars, building on a 40.4 percent one year total shareholder return. If SiTime has...
NYSE:HLF
NYSE:HLFPersonal Products

Herbalife (HLF): Reassessing Valuation After Weak Volumes, EPS Pressure and a Cautious Growth Outlook

Herbalife (HLF) is back in the spotlight after investors reacted to another weak update on sales volumes and earnings per share, which pushed the stock lower as the market refocused on the company’s underlying growth problem. See our latest analysis for Herbalife. Despite the latest pullback on weak volumes and EPS, Herbalife’s share price has climbed to $12.57 and delivered a strong year to date share price return. However, the five year total shareholder return remains deeply negative,...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

Raised 2026 Royalty Outlook and $1 Billion Plan Could Be A Game Changer For Ligand (LGND)

In December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. The company also raised its 5‑year royalty receipt outlook, highlighting products such as Filspari, Ohtuvayre, and Zelsuvmi and outlining plans to deploy up to US$1.00 billion in capital to support...
HLSE:STERV
HLSE:STERVForestry

Stora Enso (HLSE:STERV) Valuation Check After €500m Early Bond Redemption and Capital Structure Shift

Stora Enso Oyj (HLSE:STERV) is shaking up its balance sheet by choosing to redeem its €500 million bond early through a make whole process, with repayment scheduled for 19 December 2025. See our latest analysis for Stora Enso Oyj. The early bond redemption comes as the stock shows improving momentum, with an 8.24% 90 day share price return and a 1 year total shareholder return of 8.29%, though longer term total returns remain underwhelming. If this shift in Stora Enso’s capital structure has...
NasdaqGS:AGIO
NasdaqGS:AGIOBiotechs

Agios Pharmaceuticals (AGIO): Reassessing Valuation After FDA Delays Thalassemia Decision for PYRUKYND Expansion

Agios Pharmaceuticals (AGIO) is back in focus after the FDA missed its December 7 decision date on the mitapivat thalassemia sNDA, leaving the filing under active review and investors recalibrating timing expectations. See our latest analysis for Agios Pharmaceuticals. The missed PDUFA date seems to have cooled near term enthusiasm, with a roughly 35 percent 1 month share price return decline and a 1 year total shareholder return of about negative 38 percent. This signals fading momentum...
NasdaqGS:MOMO
NasdaqGS:MOMOInteractive Media and Services

Hello Group (NasdaqGS:MOMO) Valuation After Softer Q3 Earnings and Weaker Shareholder Returns

Hello Group (MOMO) just posted softer third quarter numbers, with both revenue and net income slipping year over year. That earnings dip is likely what nudged the stock and investor sentiment today. See our latest analysis for Hello Group. At a share price of $6.98, Hello Group’s 1 year total shareholder return of around negative 5 percent and weaker 90 day share price return suggest momentum has been fading as investors reassess the earnings outlook. If this earnings wobble has you...
NYSE:GS
NYSE:GSCapital Markets

Is It Too Late To Consider Goldman Sachs After Its 52.5% Surge This Year?

If you are wondering whether Goldman Sachs Group is still worth considering after its huge run, or if you would just be paying up for past success, this article will walk through what the numbers are really saying about its valuation. Goldman Sachs shares recently closed at $876.58, after climbing 4.8% over the last week, 10.0% over the last month, and 52.5% year to date, adding to 50.9% over the past year and 304.9% over five years, which has clearly reset investor expectations. Behind...
SEHK:2688
SEHK:2688Gas Utilities

ENN Energy Holdings (SEHK:2688): Valuation Check After Hang Seng China Enterprises Index Removal

ENN Energy Holdings (SEHK:2688) just dropped out of the Hang Seng China Enterprises Index, a structural shake up that can force index funds to sell and temporarily distort how the stock trades. See our latest analysis for ENN Energy Holdings. That index exit comes after a strong run, with a year to date share price return of around 31.8 percent and a 1 year total shareholder return of 30.3 percent, even though the 3 year and 5 year total shareholder returns remain negative. This suggests...
OM:ACAD
OM:ACADConsumer Services

Is AcadeMedia's (OM:ACAD) Higher SEK 2.25 Dividend Reframing Its Capital Return Priorities?

At its AGM held on 26 November 2025, AcadeMedia AB (publ) approved a dividend of SEK 2.25 per share for the 2024/25 financial year, with a record date of 28 November and payment scheduled for 3 December through Euroclear Sweden AB. This higher cash distribution signals management’s confidence in the group’s cash generation and capital allocation priorities across its growing education portfolio. Next, we’ll explore how this higher SEK 2.25 per-share dividend shapes AcadeMedia’s investment...
NYSE:NI
NYSE:NIIntegrated Utilities

NiSource (NI): Taking Stock of Valuation After a Strong Multi‑Year Share Price Run

NiSource (NI) has been quietly grinding higher this year, and its recent pullback after a strong run has some investors asking whether this regulated utility is offering a reasonable entry point. See our latest analysis for NiSource. At around $41.44, NiSource’s recent pullback follows a strong year to date share price return, with the 1 year total shareholder return near 16 percent and the 5 year total shareholder return comfortably more than doubling investors’ money. This suggests that...
NYSE:OGS
NYSE:OGSGas Utilities

Reassessing ONE Gas (OGS) Valuation After Recent Share Price Pullback

ONE Gas (OGS) has been quietly slipping over the past week and month, even though its year to date and 1 year returns are still comfortably positive. That disconnect is worth unpacking. See our latest analysis for ONE Gas. With the share price now around $77.64, the recent 7 day and 30 day share price declines sit in sharp contrast to a double digit year to date share price return and solid 1 year total shareholder return. This suggests momentum has cooled, but the longer term trend remains...
TSE:4506
TSE:4506Pharmaceuticals

Hematology Pipeline Advances Could Be A Game Changer For Sumitomo Pharma (TSE:4506)

In December 2025, Sumitomo Pharma America presented updated Phase 1/2 clinical data at the 67th American Society of Hematology Annual Meeting in Orlando, highlighting its investigational oral menin inhibitor enzomenib for relapsed or refractory acute leukemia and PIM1 kinase inhibitor nuvisertib for relapsed or refractory myelofibrosis. The promising response rates and favorable safety profiles reported for these two early-stage oncology candidates point to a strengthening hematology...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Mastercard’s US$300 Million Bet on Corpay’s Cross-Border Platform Might Change The Case For Investing In Corpay (CPAY)

Earlier this month, Corpay, Inc. confirmed that Mastercard has completed a US$300 million minority investment in Corpay’s cross-border business and signed a new commercial partnership to offer Corpay’s services to Mastercard’s financial institution clients, while Corpay is also broadening its use of Mastercard Move for real-time payments in more countries. This deepened relationship with Mastercard could meaningfully expand Corpay’s distribution reach in cross-border payments at a time when...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Radware (RDWR) Valuation Check as It Expands AI Security with New LLM Firewall and Japan Partnership

Radware (RDWR) is stepping deeper into AI security, launching its LLM Firewall to shield generative AI workflows from prompt attacks and data leaks, while extending its cloud protection footprint in Japan through Hitachi Solutions. See our latest analysis for Radware. Those AI focused launches come as Radware’s $24.12 share price has delivered an 8.11% year to date share price return and a 2.38% one year total shareholder return, suggesting improving sentiment but not yet runaway momentum. If...
SEHK:1347
SEHK:1347Semiconductor

Hua Hong Semiconductor (SEHK:1347): Rethinking Valuation After US Approval of Nvidia’s H200 Exports to China

The latest U.S. move to let Nvidia ship H200 AI chips into China has put Hua Hong Semiconductor (SEHK:1347) under pressure, as investors reassess domestic chipmakers in a suddenly more competitive landscape. See our latest analysis for Hua Hong Semiconductor. That backdrop helps explain why the stock wobbled on the Nvidia headlines, even though Hua Hong’s 90 day share price return of 51.49 percent and 1 year total shareholder return of 266.51 percent still signal powerful, but increasingly...
XTRA:EVT
XTRA:EVTLife Sciences

Evotec (XTRA:EVT) Valuation Check After Toulouse Plant Sale and Shift to Asset‑Light Model

Evotec (XTRA:EVT) just closed the sale of its Just, Evotec Biologics Toulouse plant to Sandoz and handed over an indefinite license to its continuous manufacturing tech, signaling a deliberate pivot toward a more asset-light model. See our latest analysis for Evotec. The strategic sale comes after a tough stretch, with a year to date share price return of negative 37.21 percent and a one year total shareholder return of negative 39.5 percent. This suggests sentiment is still rebuilding, even...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

The Bull Case For Amneal Pharmaceuticals (AMRX) Could Change Following Key FDA Wins For Epinephrine And Complex Generics

In early December 2025, Amneal Pharmaceuticals announced that the FDA had approved its epinephrine injection USP and multiple new complex generics, including cyclosporine ophthalmic emulsion, albuterol sulfate inhalation aerosol, and an extended-release Parkinson’s therapy, CREXONT. This cluster of approvals opens access to U.S. markets worth billions of dollars in aggregate annual branded sales, potentially reshaping Amneal’s product mix toward higher-value sterile injectables, respiratory,...