NYSE:LMT
NYSE:LMTAerospace & Defense

Is Lockheed Martin (LMT) Fairly Priced After Strong Multi‑Year Share Price Gains

If you are wondering whether Lockheed Martin's current share price really reflects its value, you are not alone. This article is designed to walk you through that question step by step. The stock last closed at US$597.27, with returns of 1.9% over 7 days, 22.2% over 30 days, 20.2% year to date, 35.3% over 1 year, 40.2% over 3 years, and 106.2% over 5 years. These figures naturally raise questions about what is already priced in. Recent news around Lockheed Martin has largely centered on its...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson Highlights Cancer Drug Expansion And Robotic Surgery Push

Johnson & Johnson (NYSE:JNJ) received FDA approval for DARZALEX FASPRO in a new combination therapy for newly diagnosed multiple myeloma patients who are ineligible for stem cell transplant. The company has also submitted its Ottava robotic-assisted surgery platform for FDA authorization, expanding its activity in MedTech. For Johnson & Johnson, this mix of oncology and MedTech news reinforces how the company is positioned across pharmaceuticals and medical devices. DARZALEX FASPRO is...
NYSE:NTST
NYSE:NTSTRetail REITs

Assessing NETSTREIT (NTST) Valuation After A Strong 1 Year Total Return

What NETSTREIT’s recent performance tells current and prospective investors NETSTREIT (NTST) has attracted attention after a 34.5% total return over the past year, paired with mixed shorter term moves including a small gain over the past month and a decline over the past 3 months. See our latest analysis for NETSTREIT. With the share price at $18.18, NETSTREIT’s recent 1 month share price return of 3.06% follows a 1 year total shareholder return of 34.52%. The 3 month share price return of...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Expands U.S. Footprint As Arizona Gigafab Cluster Takes Shape

Taiwan Semiconductor Manufacturing (NYSE:TSM) confirmed plans to build a new gigafab cluster in Arizona as part of a wider U.S. expansion. The company is involved in a U.S. Taiwan trade deal reported at about $250b, which includes major semiconductor related commitments. TSMC is also pursuing additional global capacity and remains a key producer of chips used in artificial intelligence hardware. Taiwan Semiconductor Manufacturing, trading at about $342.3 per share, is at the center of high...
NYSE:INSW
NYSE:INSWOil and Gas

Is International Seaways (INSW) Still Attractive After A 71% One-Year Share Price Jump

If you are wondering whether International Seaways at around US$59.66 is still offering value after a strong run, you are not alone. The share price has recent returns of 2.7% over 7 days, 21.4% over 30 days, 27.0% year to date, 70.8% over 1 year and a very large gain over 5 years, which naturally raises questions about how much upside or risk might be priced in. Recent news coverage has focused on International Seaways within the context of investor interest in energy shipping companies and...
NYSE:RBRK
NYSE:RBRKSoftware

Rubrik Targets Regulated Growth With McLaren Deal And Cloud Sovereign Launch

Rubrik (NYSE:RBRK) has entered a multi year technology partnership with McLaren Racing to support data security and resilience across the team’s operations. The company has also launched Security Cloud Sovereign, a product aimed at meeting advanced data sovereignty and protection requirements in heavily regulated markets. Rubrik, trading at $63.19, is aligning itself with a globally recognized brand while rolling out a product tailored to complex regulatory needs. The stock has seen a 19.0%...
NYSE:VNT
NYSE:VNTElectronic

The Bull Case For Vontier (VNT) Could Change Following Conflicting Guidance Signals And Strategy Progress – Learn Why

Vontier recently reported quarterly results showing flat year-on-year revenue that still came in slightly ahead of analyst expectations, alongside progress in its Connected Mobility strategy. Despite raising its full-year guidance more than peers, the company’s weaker-than-expected next-quarter EPS outlook highlighted tension between near-term caution and longer-term confidence. We’ll now examine how Vontier’s stronger full-year guidance but softer near-term EPS outlook shapes its...