NYSE:MCK
NYSE:MCKHealthcare

McKesson (MCK): Valuation Spotlight as Analyst Upgrades and Specialty Expansion Drive Fresh Investor Interest

McKesson (MCK) just expanded its specialty product lineup as Iterum Therapeutics announced that ORLYNVAH is now available for physicians through McKesson’s distribution channel. This comes alongside growing analyst optimism around the stock. See our latest analysis for McKesson. The upbeat momentum around McKesson has only grown this year, as a wave of analyst upgrades and new specialty distribution deals like ORLYNVAH have coincided with a rally in the stock. After surging nearly 31% over...
NYSEAM:LEU
NYSEAM:LEUOil and Gas

Centrus Energy (LEU): Evaluating Valuation After HALEU Launch and Strategic Advances in U.S. Nuclear Supply Chain

Centrus Energy (LEU) is grabbing attention as the only U.S. company licensed to produce high-assay low-enriched uranium. The rollout of HALEU production and the recent delivery to the Department of Energy highlight its strategic role in the nuclear supply chain. See our latest analysis for Centrus Energy. Momentum is clearly favoring Centrus Energy, with the stock’s year-to-date share price return surging 236.2% as investors eye its unique market position and growth prospects in domestic...
NYSE:AXS
NYSE:AXSInsurance

Will AXIS Capital’s (AXS) $238 Million Buyback Boost Confidence in Its Long-Term Value?

AXIS Capital Holdings recently executed a repurchase of approximately 2.4 million of its shares from a Stone Point Capital-managed vehicle for US$238 million, under its approved US$400 million buyback program; Stone Point-managed funds now no longer hold AXIS shares. This move coincided with a wave of positive analyst ratings and upgrades, emphasizing growing confidence in AXIS’s business outlook and capital strength. Next, we’ll examine how the significant share repurchase signals...
NYSE:WTS
NYSE:WTSMachinery

Is Watts Water Technologies' CFO Transition and Record Sales Shaping Its Investment Story (WTS)?

Watts Water Technologies recently announced the departure of CFO Ryan Lada, who has been succeeded by Diane McClintock, a long-time company executive with extensive financial and sector experience. McClintock's appointment as CFO provides continuity at a time when Watts is reporting record-breaking third-quarter sales and raising its full-year outlook, underscoring confidence in the company’s direction. We'll examine how the combination of robust results and an experienced internal CFO...
NYSE:THG
NYSE:THGInsurance

Will RBC’s Balanced View on THG Spark Fresh Questions About Hanover’s Long-Term Competitive Edge?

The Hanover Insurance Group, Inc. recently participated in the Insurance Transformation Summit 2025, with Vice President Christina Vilenna addressing risk solutions and premium audit on November 14, 2025. Following the event, RBC Capital initiated coverage of Hanover Insurance Group with a balanced outlook, highlighting solid operations but forecasting slower growth amid increasing competition and macroeconomic challenges. We'll now examine how RBC Capital's more measured perspective on...
NYSE:LOAR
NYSE:LOARAerospace & Defense

Loar Holdings (LOAR): Valuation in Focus After Strong Q3 and Nine-Month Earnings Growth

Loar Holdings (LOAR) released its third quarter and nine-month earnings, revealing a clear jump in both sales and net income compared to a year ago. Investors are likely weighing what this means for the road ahead. See our latest analysis for Loar Holdings. After Loar Holdings' strong earnings results, the share price rallied 3.2% in the last day. However, investors are still contending with a year-to-date share price return of -8.8% and a total shareholder return over one year of -24.4%...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

A Closer Look at Align Technology (ALGN) Valuation Following Recent Share Price Momentum

Align Technology (ALGN) shares have drawn attention after the stock posted a 3% gain over the past week, continuing an upward trend for the month. Investors are watching closely as the broader healthcare sector shows mixed signals. See our latest analysis for Align Technology. Zooming out, Align Technology’s 1-month share price return of 9.1% reflects a noticeable turnaround, even as its total shareholder return over the past year remains down more than 35%. After months of fading momentum,...