NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Analysts’ AI-Native Thesis on monday.com’s Enterprise Shift Could Be A Game Changer For monday.com (MNDY)

In recent weeks, several brokerages initiated and updated research coverage on monday.com, emphasizing its Q3 revenue growth, expanding product suite, and focus on larger enterprise customers alongside AI-enabled offerings. Analysts are increasingly framing monday.com as an AI-native work platform whose newer products and annual recurring revenue are scaling quickly across higher-value customer segments. Now, we’ll explore how this growing analyst focus on monday.com’s AI-driven product...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

A Look At Microchip Technology (MCHP) Valuation As Interest Builds Around Automotive And Industrial Chip Exposure

Microchip Technology (MCHP) is back in focus as investors reassess its role in core automotive and industrial markets, where microcontrollers and analog chips underpin long product cycles and embedded systems used across critical equipment. See our latest analysis for Microchip Technology. The recent 1 day share price return of 2.06% to US$65.03 comes after a softer 30 day share price return of 1.19%, while the 1 year total shareholder return of 15.08% contrasts with weaker 3 and 5 year total...
NYSE:ACM
NYSE:ACMConstruction

Assessing AECOM (ACM) Valuation After Scottish Water Enterprise Alliance Win

AECOM’s Scottish Water role and why it matters for shareholders AECOM (ACM) recently said it has been selected as a preferred bidder for Scottish Water’s multi billion dollar Enterprise Alliance, a long term program to upgrade Scotland’s water and wastewater infrastructure. The company is one of two Primary Designers on this investment program, which could run for up to 13 years, with contracted work expected to start in 2026 and continue through 2033, and a possible six year extension. See...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

How EV Sales Slump and New Battery Megaproject At Tesla (TSLA) Has Changed Its Investment Story

In early January 2026, Tesla reported that fourth‑quarter 2025 deliveries fell to 418,227 vehicles and full‑year deliveries to 1,636,129, confirming a second consecutive annual decline. Meanwhile, Chinese rival BYD surpassed Tesla in global electric‑vehicle sales, underlining how expiring incentives and tougher competition have eroded Tesla’s long‑held market leadership. Beyond autos, Matrix Renewables announced it signed a full EPC agreement with Tesla for a 500 MW / 1 GWh standalone...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Assessing Caesars Entertainment (CZR) Valuation After Recent Share Price Moves And Digital Growth Expectations

Why Caesars Entertainment Stock Is On Investors’ Radar Caesars Entertainment (CZR) is drawing attention after recent share price moves, with the stock around $23.56 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for Caesars Entertainment. Recent share price moves around $23.56 come after a mixed stretch, with a 1 day share price return of 0.73% but a 1 year total shareholder return decline of 29.44%, suggesting momentum has been fading rather...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Assessing Baidu (NasdaqGS:BIDU) Valuation After Recent Double Digit Share Price Gains

Baidu (NasdaqGS:BIDU) has drawn fresh attention after recent share price moves, with the stock showing double digit returns over the past month and over the past 3 months, prompting closer scrutiny of its current valuation. See our latest analysis for Baidu. Beyond the recent jump, Baidu’s share price has seen mixed momentum, with a 30 day share price return of 19.61% and a 1 year total shareholder return of 80.26%, in contrast with a 5 year total shareholder return decline of 31.54%. This...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Should Illumina’s (ILMN) Grail Spinoff to Ease Regulatory Pressure Require Action From Investors?

Illumina has recently moved forward with separating its cancer-diagnostics unit Grail, a step aimed at resolving regulatory pressure and sharpening its focus on core genomic sequencing operations. This shift not only reduces regulatory complexity but also may help clarify how Illumina allocates capital and prioritizes growth in its sequencing business. Next, we’ll explore how Illumina’s progress on the Grail divestiture could reshape the company’s investment narrative around core sequencing...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs (ALAB) Valuation Check After Sector AI Rally Lifts Semiconductor Stocks

Astera Labs (ALAB) shares climbed alongside a broad semiconductor rally, as investors focused on AI chip and cloud infrastructure demand, and looked ahead to key economic data and the company’s upcoming earnings report in February. See our latest analysis for Astera Labs. Despite the recent 1 day share price return of 7.93% to US$179.56 and a 30 day share price return of 11.37%, Astera Labs still shows a 90 day share price return decline of 15.34%. Its 1 year total shareholder return of...