NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Assessing Henry Schein’s Valuation After Greenlight Capital’s Push For Operational Improvements

Why Greenlight Capital’s Interest Puts Henry Schein in Focus Greenlight Capital’s latest investor letter flagged Henry Schein (HSIC) as a new position, citing activist board additions, an upcoming CEO transition, and an emphasis on cost discipline and e-commerce execution. See our latest analysis for Henry Schein. Henry Schein’s share price has moved to US$75.48 after a 19.43% 90 day share price return. Its 1 year total shareholder return of a 5.65% decline contrasts with a 7.63% gain over...
NYSE:CFR
NYSE:CFRBanks

Cullen/Frost Bankers (CFR) Net Interest Margin Holds At 3.66% Challenging Bearish Narratives

Cullen/Frost Bankers (CFR) has just wrapped up FY 2025 with fourth quarter revenue of US$569.6 million and basic EPS of US$2.59, alongside net income of US$164.6 million and a reported net interest margin of 3.66%. Over the past few quarters the company has seen revenue move from US$520.2 million and EPS of US$2.37 in Q4 2024 to US$569.6 million and US$2.59 in Q4 2025. Trailing twelve month EPS stands at US$10.02 on revenue of about US$2.2 billion, and the current focus is on how durable...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson Weighs Oncology Progress Against Easing Talc Legal Risks

FDA approved expanded use of DARZALEX FASPRO combination therapy for newly diagnosed multiple myeloma patients ineligible for stem cell transplant. A long running fraud lawsuit linked to Johnson & Johnson's talc litigation was dismissed, reducing a high profile legal overhang. Both developments affect NYSE:JNJ through its oncology portfolio and its legal risk profile. For you as an investor, these twin updates give a clearer picture of where Johnson & Johnson stands today. On the business...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Is Tesla (TSLA) Pricing Outrun By Cash Flow And Sales Metrics After Recent Share Weakness

If you have ever wondered whether Tesla's share price still lines up with its fundamentals, this article walks through what the numbers are actually saying about the stock's value. Tesla shares most recently closed at US$430.41, with returns of a 4.2% decline over 7 days, a 4.3% decline over 30 days, a 1.7% decline year to date, 6.4% over 1 year, 126.6% over 3 years and 51.5% over 5 years, which gives you a wide range of time frames to think about risk and opportunity. Recent coverage around...
NYSE:KLAR
NYSE:KLARDiversified Financial

Klarna Group (KLAR) Is Down 16.7% After IPO Loss-Reserve Lawsuits Intensify Scrutiny Of Credit Risk

In recent weeks, multiple law firms have launched securities class action lawsuits alleging Klarna Group’s September 2025 IPO materials understated risks tied to loss reserves on buy now, pay later loans. The concentration of suits around similar claims of misleading disclosure highlights growing investor scrutiny of how Klarna models and communicates credit risk in its flexible payments business. We’ll now examine how this wave of IPO-related litigation, centered on Klarna’s loss-reserve...