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NYSE:FDX
NYSE:FDXLogistics

FedEx InPost Deal Expands European Locker Network And Growth Options

FedEx (NYSE:FDX) and Advent International have agreed to acquire Polish parcel delivery operator InPost. The deal gives FedEx a larger foothold in European parcel delivery, particularly in business to consumer services. InPost is expected to expand outside the constraints of public markets under the new ownership structure. FedEx, trading at $364.6, has seen strong recent returns, with the stock up 8.7% over the past week, 16.7% over the past month, and 24.4% year to date. Over longer...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings (ARM) Is Up 19.2% After Mixed Q3 Results And Soft Guidance For AI Spending Shift – Has The Bull Case Changed?

Arm Holdings plc recently reported past third-quarter 2025 results, with revenue rising to US$1,242 million from US$983 million a year earlier, while net income eased to US$223 million from US$252 million. Despite higher sales over both the quarter and nine-month period, earnings per share were essentially flat year-on-year as Arm stepped up spending on areas such as edge and physical AI. With weak guidance linked to memory chip shortages and supply challenges, we will now assess how this...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

Assessing TMC The Metals Company (TMC) Valuation As New U.S. Deep Sea Mining Initiatives Emerge

Regulatory shift puts TMC the metals (TMC) back in focus Fresh U.S. government initiatives around deep-sea resource development have put new attention on TMC the metals (TMC), which has been waiting on International Seabed Authority mining rules to clarify its commercial pathway. See our latest analysis for TMC the metals. At a share price of $6.64, TMC has recently seen a 3.59% 1 day share price gain, while its 90 day share price return of 17.73% and very large 1 year total shareholder...
NYSE:PM
NYSE:PMTobacco

Philip Morris Shifts To Smoke Free Growth As Valuation Screens Undervalued

Philip Morris International (NYSE:PM) is increasing its focus on smoke free products, which now account for over 40% of its revenue mix. The company is pursuing pending FDA approvals for new smoke free offerings alongside planned US product launches. These moves signal a shift away from traditional tobacco products and a change in how Philip Morris International positions its core business. For investors watching NYSE:PM, the headline is that a large share of the company’s revenue now comes...
NYSE:SSB
NYSE:SSBBanks

SouthState Bank (SSB) Valuation Check After Earnings Beat And Upgraded Analyst Outlook

Why SouthState Bank stock is moving now SouthState Bank (SSB) shares have been in focus after its latest earnings report, which beat analyst expectations on revenue and net interest income and drew a series of upbeat research updates. See our latest analysis for SouthState Bank. The stock has pulled back slightly on the day, but a 9.7% 1 month share price return and 20.7% 3 month share price return point to momentum that contrasts with a more modest 4.7% 1 year total shareholder return. If...
NYSE:AIR
NYSE:AIRAerospace & Defense

Has The AAR (AIR) Rally Gone Too Far After Strong One Year Share Price Run?

If you are wondering whether AAR's recent run makes it expensive or still interesting on price, this article will help you frame what you are really paying for. AAR's share price sits at US$114.34, with returns of 5.9% over 7 days, 17.8% over 30 days, 35.4% year to date, 67.0% over 1 year, 119.0% over 3 years and 197.8% over 5 years. This naturally raises questions about how its current valuation stacks up. Recent coverage around AAR has focused on its role in the capital goods sector and...
NYSE:BIRK
NYSE:BIRKLuxury

Assessing Birkenstock Holding (BIRK) Valuation As Solid Fundamentals Meet Share Price Consolidation

Recent commentary around Birkenstock Holding (BIRK) has centered on its earnings and revenue growth, strong profitability, and solid balance sheet. This has been paired with a period of share price consolidation that is drawing fresh investor attention. See our latest analysis for Birkenstock Holding. After a tougher stretch that left the 1 year total shareholder return down around 32%, Birkenstock Holding’s recent 7 day share price return of 3.96% and year to date decline of 7.52% suggest...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take-Two (TTWO) Is Down 7.6% After Raising Guidance While Still Forecasting a Net Loss – What's Changed

In early February 2026, Take-Two Interactive Software reported third-quarter 2025 results showing year-over-year growth in sales and revenue, alongside a smaller net loss and reduced loss per share. On the same date, the company raised its earnings guidance for the quarter and full fiscal year ending March 31, 2026, while still projecting a net loss of about US$369 million to US$338 million, or US$2.00 to US$1.84 per share. Next, we’ll examine how Take-Two’s raised full-year revenue...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Is Cognex (CGNX) Recalibrating Its Logistics Cycle Or Redefining Its Long-Term Growth Engine?

Earlier this quarter, Cognex reported forward guidance that pointed to continued growth but with less acceleration than investors had expected, reflecting its sensitivity to an industrial economy operating below normal levels. Management also highlighted ongoing capital expenditure in Logistics, a potential rebound in Consumer Electronics, and its “Emerging Customer Initiative” as important future growth drivers. With this context, we will examine how Cognex’s more measured growth outlook,...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Should F5’s Upgraded 2026 Revenue Outlook Prompt Portfolio Moves From FFIV Investors?

F5, Inc. recently reported first-quarter 2026 results, with revenue of US$822.47 million and net income of US$180.05 million, and raised its full-year 2026 revenue growth outlook to a range of 5% to 6% while issuing second-quarter revenue guidance of US$770 million to US$790 million. The company’s decision to lift full-year guidance after reporting higher year-on-year revenue and earnings per share signals increased management confidence in its current business momentum. Next, we will...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

How Investors Are Reacting To Mirum Pharmaceuticals (MIRM) Securing Health Canada PFIC Nod For LIVMARLI

Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada. This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

A Look At Allegro MicroSystems (ALGM) Valuation As Earnings Turn Positive And Guidance Improves

Allegro MicroSystems (ALGM) has caught investor attention after reporting third quarter net income of US$8.3 million, compared with a net loss a year earlier, along with higher sales and updated guidance for future earnings. See our latest analysis for Allegro MicroSystems. The earnings rebound and fresh guidance have arrived alongside a sharp shift in sentiment, with a 34.2% 1 month share price return and a 71.46% 1 year total shareholder return. However, the 3 year total shareholder return...
NYSE:EPC
NYSE:EPCPersonal Products

Edgewell Personal Care P/E Premium And 1.1% Margin Reinforce Bearish Earnings Narratives

Edgewell Personal Care (EPC) has opened fiscal 2026 with Q1 results that sit against a mixed recent track record, where quarterly revenue has ranged from US$478.4 million to US$647.8 million and basic EPS has swung between a loss of US$0.66 and a profit of US$0.99 over the past six reported quarters. Over that same stretch, trailing twelve month revenue hovered around US$2.2 billion while EPS moved from US$1.98 to US$0.53, highlighting how earnings have been far more volatile than sales. With...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor Buyback Highlights AI Data Center And Margin Rebuild Story

ON Semiconductor (NasdaqGS:ON) approved a new share repurchase program of up to US$6b. The company completed its prior capital return program before authorizing the new buyback. Management highlighted progress in AI data center related revenues and operational improvements aligned with long term margin goals. ON Semiconductor focuses on power and analog semiconductors used in areas such as industrial applications, automotive systems and computing. The new US$6b buyback and the update on AI...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

A Look At Newell Brands (NWL) Valuation After Recent Share Price Rebound

Event context and recent share performance Newell Brands (NWL) has been drawing investor attention after recent share price moves, with the stock up about 8% over the past month and roughly 35% in the past 3 months, despite a 1 year total return decline. See our latest analysis for Newell Brands. The recent 7.8% 1 month share price return and 35.1% 3 month share price return contrast with a 34.5% 1 year total shareholder return decline, which suggests short term momentum is building while...
NYSE:NET
NYSE:NETIT

Cloudflare’s Zero‑Trust Earnings Test Might Change The Case For Investing In Cloudflare (NET)

Cloudflare recently presented at the WEST Conference 2026 in San Diego and is reporting its fourth-quarter 2025 results today, a focal point for investors tracking developments in cloud security and network performance. The upcoming earnings report will test how effectively Cloudflare’s zero-trust offerings are offsetting challenges in closing larger enterprise deals amid macroeconomic and geopolitical pressures. We’ll now examine how Cloudflare’s push into zero-trust cybersecurity shapes...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare Expands Imaging And Digital Reach As Shares Screen Undervalued

GE HealthCare Technologies (NasdaqGS:GEHC) has introduced ReadyFix, a remote fleet management solution for healthcare systems. The company has also received FDA 510(k) clearance and CE Marking for Allia Moveo, an imaging system for interventional suites. Both product milestones expand the company’s presence in digital health and interventional imaging. For you as an investor, these launches sit in the core of GE HealthCare’s business in medical imaging, digital tools and service support for...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

Why Adaptive Biotechnologies (ADPT) Is Down 13.8% After 2025 Results And MRD-Focused 2026 Outlook – And What's Next

In early February 2026, Adaptive Biotechnologies reported full-year 2025 results showing revenue of US$276.98 million and a reduced net loss of US$59.5 million, alongside lower basic loss per share from continuing operations of US$0.39. The company also issued 2026 guidance for its measurable residual disease (MRD) business, projecting full-year revenue of US$255 million to US$265 million while withholding guidance for its Immune Medicine segment, highlighting a sharper focus on this key...
NYSE:VYX
NYSE:VYXSoftware

Is NCR Voyix (VYX) Pricing Reflect Its Software Shift After Recent Share Price Rebound

If you are wondering whether NCR Voyix is priced attractively or not, this article will walk through what the current share price might be implying about value. The stock last closed at US$9.81, after a 7.0% gain over the past week, although returns over 30 days, year to date and the last year sit at 11.1%, 0.5% and 22.0% declines respectively. Recent attention on NCR Voyix has focused on how the business is reshaping itself around software and services for payments and retail technology,...
NYSE:ARMK
NYSE:ARMKHospitality

Is It Too Late To Consider Aramark (ARMK) After Its Recent Share Price Strength?

If you are wondering whether Aramark at around US$38.80 is offering fair value or hiding a margin of safety, you are asking the right question before making any long term decisions. The share price sits near US$38.80, with returns of 1.9% over 7 days, 6.1% year to date and 4.5% over 1 year. The 3 year and 5 year returns of 42.6% and 53.8% hint at a stock that has already moved a fair distance. Recent news around Aramark has largely focused on its role as a major provider of food, facilities...
NYSE:BX
NYSE:BXCapital Markets

Is Blackstone (BX) Using AI Credit Deals and Higher Dividends to Redefine Its Capital Playbook?

In recent weeks, Blackstone has reported full-year 2025 results showing higher revenue and net income year-on-year, raised its quarterly dividend to US$1.49 per share, continued share repurchases, and joined Coatue Capital in extending a US$10 billion private credit facility to Australian data center company Firmus Technologies. Together, these moves highlight how Blackstone is pairing large-scale private credit exposure to AI-linked infrastructure with ongoing cash returns to shareholders...
NYSE:FICO
NYSE:FICOSoftware

Can Fair Isaac’s (FICO) New AI Partnerships Deepen Its Credit Analytics Moat Or Stretch Its Focus?

In late January 2026, Fair Isaac reported first-quarter revenue of US$511.96 million and net income of US$158.37 million, reiterated its 2026 guidance, and expanded its AI-powered decisioning reach through a new global partnership with Tech Mahindra, which will build a dedicated FICO Platform Centre of Excellence for financial institutions and other sectors. Together with LoanPASS advancing its use of FICO Score 10T via large-scale batch pricing tools and Fair Isaac’s ongoing share...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

A Look At WillScot Holdings (WSC) Valuation After Recent Share Price Gains

Event context and recent share performance WillScot Holdings (WSC) has seen mixed share performance recently, with a 7 day return of 8.2%, a small decline over the past month, and a 20.6% gain over the past 3 months. See our latest analysis for WillScot Holdings. At a share price of US$21.64, WillScot Holdings has recently shown short term momentum with a 7 day share price return of 8.2%. However, the 1 year total shareholder return of 42.0% decline and 3 year total shareholder return of...
NYSE:PG
NYSE:PGHousehold Products

How Old Spice’s Super Bowl Spice Alchemist Push Into Premium Grooming At Procter & Gamble (PG) Has Changed Its Investment Story

In early February 2026, Procter & Gamble’s Old Spice brand expanded its men’s grooming lineup with the premium, cologne-infused Spice Alchemist collection, promoted through an immersive “Unrivaled Freshness Experience” during Super Bowl LX week in San Francisco and now rolling out nationwide at major retailers. At the same time, mixed but high-profile analyst commentary and active options trading around Procter & Gamble highlighted how product innovation in men’s grooming is intersecting...