NasdaqGS:FSLY
NasdaqGS:FSLYIT

Assessing Fastly (FSLY) Valuation After Solid Quarterly Results Spark Fresh Debate

Why Fastly’s latest quarter has investors talking Investor interest in Fastly (FSLY) has picked up after solid quarterly results, which highlighted ongoing questions around customer retention, gross margins, and continuing operating losses, and sparked fresh debate about the company’s long term profit potential. See our latest analysis for Fastly. Fastly’s share price has pulled back to US$9.95 with a 1 day share price return of 5.51% decline and a 30 day share price return of 8.55% decline...
NYSE:R
NYSE:RTransportation

Is Ryder System (R) Priced Fairly After Strong Multi Year Share Price Gains

If you are wondering whether Ryder System's current share price reflects its true worth, this article walks through the key numbers that can help you judge that for yourself. The stock closed at US$190.04 recently, with returns of 2.0% over 30 days, 22.4% over 1 year, 125.7% over 3 years and 216.4% over 5 years, even though the year to date move sits at a 2.1% decline and the last 7 days show a 0.7% decline. These moves sit against a backdrop of ongoing interest in logistics and fleet...
NYSE:CBT
NYSE:CBTChemicals

Assessing Cabot (CBT) Valuation After New Multi Year EV Battery Supply Agreement

Cabot (CBT) has drawn fresh attention after announcing a multi year supply agreement with PowerCo SE, under which it will provide conductive carbons and dispersions for electric vehicle battery electrodes. See our latest analysis for Cabot. The PowerCo SE agreement lands at a time when Cabot’s share price has shown near term strength, with a 7 day share price return of 8.33% and a 30 day share price return of 9.33%. However, its 1 year total shareholder return of a 16.17% decline contrasts...
NYSE:ARCO
NYSE:ARCOHospitality

Why Arcos Dorados (ARCO) Is Up 7.8% After Mixed Sales And Earnings Beat And What's Next

In the recent past, Arcos Dorados, McDonald’s master franchisee in Latin America and the Caribbean, reported quarterly results with revenue up 5.2% year on year but below analyst expectations, while same-store sales also missed forecasts and earnings per share came in ahead of estimates. This mix of weaker-than-expected sales and stronger profitability points to meaningful cost control and operational efficiencies that may be reshaping how investors assess the company’s fundamentals. Next,...
NYSE:WHD
NYSE:WHDEnergy Services

Is It Time To Reassess Cactus (WHD) After Recent Share Price Rebound?

If you are wondering whether Cactus shares still offer value at around US$51.37, you are not alone. This article focuses on what that price could mean for long term investors. The stock has recently moved, with returns of 12.5% over the last 7 days, 12.4% over the last 30 days, 9.2% year to date and an overall 12.5% decline over the last year, while the 5 year return stands at 85.5% and the 3 year return at a 3.3% decline. These swings have put Cactus back on the radar for investors who...
NYSE:SR
NYSE:SRGas Utilities

Assessing Spire (SR) Valuation After Recent Share Price Stability And Solid One Year Return

Spire overview Spire (SR) has attracted investor attention recently, with shares last closing at $83.37 and one year total return data, multi year total return figures, and recent revenue and net income numbers providing additional context to the stock’s profile. See our latest analysis for Spire. Recent trading has been relatively steady, with a 1-day share price return of 1.75% and year to date share price return of 0.19%. The 1-year total shareholder return of 28.94% points to gradually...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Cloud AI Update - AI Innovations Propel Transformative Growth Across Global Sectors

The global technology sector is on the cusp of a remarkable transformation, driven by significant advancements in artificial intelligence, quantum computing, and edge technologies. According to BCC Research, key markets including Edge AI, Generative AI, Quantum Computing, AI in Healthcare (specific to the MENA region), and AI in Food Safety and Quality Control are forecasted to experience over 30% compound annual growth rates (CAGR) through 2030. This growth is fueled by increasing investment...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

A Look At CME Group (CME) Valuation After Record 2025 Derivatives Trading Volumes

CME Group (CME) is back in focus after reporting record average daily volume of 28.1 million contracts in 2025, with strong interest rate and cryptocurrency derivatives activity reshaping how some investors view the stock. See our latest analysis for CME Group. Despite the headline of record trading volumes and new product launches across crypto and interest rate derivatives, CME Group’s 1-day and recent multi week share price returns are slightly negative, while its 1 year and multi year...
NYSE:M
NYSE:MMultiline Retail

Do Macy's (M) Aggressive Store Closures Reflect Strategic Focus or Shrinking Retail Relevance?

In 2025, Macy's closed 66 stores to cut costs, continued deep discounting into January amid tough retail conditions, and permanently shut two major Los Angeles and San Jose locations on January 5, 2026. These ongoing closures, alongside weak same-store sales and a multi-year 22.4% annual drop in earnings per share, underline how challenged Macy's has been in aligning its store experience and product mix with shifting consumer preferences. With Macy's accelerating store closures to address...