NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Patent Dispute Puts Smart Glasses And AR Ambitions Under Scrutiny

Solos Technology has filed a patent infringement lawsuit against Meta Platforms (NasdaqGS:META) over smart glasses technology. The complaint targets Meta's Ray-Ban smart glasses and claims infringement of multiple Solos patents tied to audio, sensing, and real-time user interaction. Solos is seeking significant damages and an injunction that could affect Meta's wearables business and broader platform plans. The lawsuit also cites alleged internal awareness at Meta of Solos' patents before...
NYSE:OHI
NYSE:OHIHealth Care REITs

Assessing Omega Healthcare Investors (OHI) Valuation After Wells Fargo Downgrade And Target Cut

Omega Healthcare Investors (OHI) is back in focus after Wells Fargo cut its rating to Equal Weight and trimmed its target, arguing the REIT’s valuation looks full at current prices for now. See our latest analysis for Omega Healthcare Investors. At a share price of $43.88, Omega Healthcare Investors has seen modest recent moves, with a 4.5% 90 day share price return and a 26.9% 1 year total shareholder return. This indicates that momentum has been building over the longer term despite shorter...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Is It Too Late To Consider KLA (KLAC) After A 95% One Year Surge?

If you are wondering whether KLA's current share price still offers value after a strong run, this article will walk through what the numbers actually say about the stock. Over the last year, KLA returned 95.1%, with a 12.0% gain over the past month but a 5.6% decline in the last week, which may have shifted how investors think about both its upside and risk. Recently, KLA has been in focus as part of broader interest in semiconductor and chip equipment companies, with headlines frequently...
NYSE:GRC
NYSE:GRCMachinery

Dividend Hike and Backlog Strength Could Be A Game Changer For Gorman-Rupp (GRC)

The Board of Directors of The Gorman-Rupp Company recently declared a quarterly cash dividend of US$0.19 per share, payable on March 10, 2026, to shareholders of record as of February 13, 2026. This dividend decision comes alongside evidence of strong multi-year revenue, backlog, and earnings expansion, suggesting the payout is being supported by solid underlying business momentum. Next, we will consider how this combination of a US$0.19 quarterly dividend and robust backlog growth shapes...
NYSE:TDOC
NYSE:TDOCHealthcare Services

Teladoc Health (TDOC) Is Down 13.9% After Medicare Tightens Telehealth Coverage - What's Changed

In late January 2026, Medicare confirmed it would sharply scale back coverage of telehealth services to mainly rural areas and specific mental health uses, raising fresh questions about demand for Teladoc Health’s virtual care offerings. While Teladoc’s revenue base is still largely tied to commercial health plans rather than Medicare, the policy shift amplifies existing concerns about its BetterHelp user declines, competition and path to profitability. We’ll now examine how the Medicare...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte CHMP Win For Zynyz Adds Weight To Oncology Diversification Story

Incyte (NasdaqGS:INCY) received a positive opinion from the European Medicines Agency's CHMP for Zynyz (retifanlimab) with chemotherapy as a first-line treatment for advanced squamous cell carcinoma of the anal canal. The opinion is based on Phase 3 data showing improved outcomes without new safety signals in this patient group. The CHMP decision is an important step in the EU regulatory process and could support broader availability of Zynyz for eligible patients. For you as an investor...
NYSE:VTOL
NYSE:VTOLEnergy Services

Did Bristow’s $500M Refi and Hybrid-Electric Bet Just Shift Bristow Group’s (VTOL) Investment Narrative?

In January 2026, Bristow Group Inc. completed a private offering of US$500,000,000 in 6.750% senior secured notes due 2033, refinanced its 6.875% senior secured notes due 2028, and extended its asset-based revolving credit facility to 2031 with revised commitments. Days earlier, Electra.aero announced a binding pre-delivery payment agreement giving Bristow the first-year production delivery slots for Electra's EL9 hybrid-electric aircraft, highlighting Bristow's early move into...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

A Look At Wynn Resorts (WYNN) Valuation After Mixed Recent Share Performance

Recent share performance and business snapshot Wynn Resorts (WYNN) has drawn investor attention after a period of mixed share performance, with the stock showing negative returns over the past week, month, and past 3 months, but a positive 1 year total return. The company reports revenue of US$7.1b and net income of US$504.3m, with both revenue and net income growth reported on an annual basis. Its value score of 4 and current price of US$107.45 give investors a starting point for assessing...
NYSE:ALB
NYSE:ALBChemicals

Is It Time To Reassess Albemarle (ALB) After Its Recent Share Price Swings?

If you are wondering whether Albemarle's current share price still lines up with its fundamentals, you are in the right place for a clear look at value. Albemarle's stock has moved sharply in both directions recently, with a 10% decline over the last 7 days, an 18.6% gain over the last 30 days, and a 106.9% return over the last year. Over a 3 year period the return sits at a 37.9% decline, and over 5 years the return is 15.2%. Recent coverage around Albemarle has focused on its role in...
NasdaqGS:ROP
NasdaqGS:ROPSoftware

A Look At Roper Technologies (ROP) Valuation After Earnings Miss And Softer 2026 Guidance

Roper Technologies (ROP) just closed out 2025 with higher year-over-year revenue and free cash flow, but its latest earnings release, softer 2026 guidance, and segment pressures have clearly weighed on recent investor sentiment. See our latest analysis for Roper Technologies. The share price reaction has been sharp, with a 7 day share price return of 8.93% and a 30 day share price return of 14.57%, contributing to a 1 year total shareholder return of 35.08%. This may indicate fading momentum...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Assessing Johnson & Johnson (JNJ) Valuation After Strong Results Guidance And New DARZALEX FASPRO Approval

Johnson & Johnson (JNJ) is back in focus after a run of upbeat news, including strong fourth quarter and full year 2025 results, fresh 2026 sales guidance, and new FDA approval for DARZALEX FASPRO. See our latest analysis for Johnson & Johnson. Those updates have come alongside a strong share price run, with a 90 day share price return of 22.01% and a 1 year total shareholder return of 53.93%. This suggests that momentum has been building as investors reassess growth potential and litigation...