NasdaqGS:KNSA
NasdaqGS:KNSABiotechs

Kiniksa Pharmaceuticals International (KNSA) Is Down 6.7% After Raising 2026 ARCALYST Revenue Outlook - Has The Bull Case Changed?

Earlier this month, Kiniksa Pharmaceuticals International presented at the 44th Annual J.P. Morgan Healthcare Conference and later reported that ARCALYST’s adoption as a second-line treatment for recurrent pericarditis underpinned its projection of US$900 million to US$920 million in net product revenue for 2026, supported by a cash balance of US$414.1 million and no debt. The company also highlighted pipeline progress, including the ongoing Phase 2/3 trial for KPL-387 with data expected in...
NasdaqGS:ACLX
NasdaqGS:ACLXBiotechs

Assessing Arcellx (ACLX) Valuation After Strong Myeloma Data And Fresh Analyst Optimism

Arcellx (ACLX) is back in focus after reporting Phase 2 data for its anitocabtagene autoleucel therapy in relapsed or refractory multiple myeloma, which showed a 96% overall response rate and a 74% complete response rate. See our latest analysis for Arcellx. The latest anitocabtagene autoleucel update comes after a mixed stretch for Arcellx, with a 7 day share price return of 7.46% and a 90 day share price return decline of 21.37%, while the 3 year total shareholder return of 119.69% points...
NasdaqGS:MLCO
NasdaqGS:MLCOHospitality

Will Macau Wage Increases Reshape Melco Resorts & Entertainment’s (MLCO) Employee Strategy Narrative?

Melco Resorts & Entertainment previously announced that, effective April 1, eligible non-management employees in Macau would receive pay rises ranging from 2% to 6.3%, with full-time staff earning up to MOP$16,000 per month getting a fixed increment and higher earners receiving a 2% increase. The move highlights management’s focus on employee retention and workforce stability in Macau’s competitive hospitality market, which can be an important consideration for long-term operational...
NYSE:INVX
NYSE:INVXEnergy Services

A Look At Innovex International (INVX) Valuation After Recent Share Price Momentum

Event context and recent return snapshot Innovex International (INVX) has attracted fresh attention after recent trading moves, with the stock showing a 1 day return of about a 1% decline, alongside gains over the past week, month, and past 3 months. See our latest analysis for Innovex International. That short term pullback sits against a stronger backdrop, with a 90 day share price return of 36.71% and a 1 year total shareholder return of 40.27%. This points to momentum building rather than...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Assessing eBay (EBAY) Valuation After A Strong Month Of Share Price Gains

eBay (EBAY) has been drawing attention after a recent stretch of gains, with the share price up 4.7% over the past week and about 14% over the past month. This performance has prompted fresh interest in its current valuation. See our latest analysis for eBay. Zooming out, the recent 14.3% 1 month share price return builds on steadier gains, with an 8.5% year to date share price return and a 47.2% 1 year total shareholder return. This hints that momentum has been strengthening rather than...
NYSE:MAIN
NYSE:MAINCapital Markets

A Look At Main Street Capital (MAIN) Valuation After Successful KBK Industries Exit

KBK exit puts Main Street Capital’s investment approach in focus Main Street Capital (MAIN) recently exited its long running debt and equity investments in KBK Industries after the business was sold to a buyer, realizing a gain and internal rate of return on the position. For you as a shareholder or prospective investor, this kind of outcome highlights how a single portfolio exit can affect realized results, portfolio recycling, and the way a business development company’s stock may be...
NYSE:QGEN
NYSE:QGENLife Sciences

Did Qiagen’s (QGEN) AI and Automation Push Just Redefine Its Diagnostics Investment Narrative?

Earlier this week, Qiagen N.V. outlined its 2026 priorities at the J.P. Morgan Healthcare Conference and the German Investment Seminar, following a special US$2.29 cash dividend with an ex-dividend date of January 8, 2026. The company underscored plans to expand its five core growth pillars, integrate the Parse Biosciences acquisition for single-cell analysis, and pursue automation, AI, and targeted M&A to reach a combined US$2.00 billion in pillar sales by 2028. We’ll now examine how...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

How Investors Are Reacting To Apogee Therapeutics (APGE) Asthma Data and 2026 Immunology Pipeline Ambitions

Earlier in January 2026, Apogee Therapeutics reported positive interim Phase 1b data for its half-life extended anti-IL-13 antibody zumilokibart (APG777) in mild-to-moderate asthma, showing a favorable safety profile and strong, durable FeNO suppression after a single 720 mg dose. The update also outlined an ambitious 2026 clinical roadmap for zumilokibart and combination asset APG279 across atopic dermatitis and broader immunology indications, underscoring Apogee’s push to build a...
NYSE:COHR
NYSE:COHRElectronic

Assessing Coherent (COHR) Valuation After WaveShaper 1000A Sharp Launch And AI Data Center Momentum

Coherent (COHR) just rolled out its WaveShaper 1000A Sharp, a programmable optical filter with roughly double the frequency resolution of prior tools, drawing fresh investor attention to the stock and its communications exposure. See our latest analysis for Coherent. The WaveShaper launch and a string of AI data center and telecom focused announcements come after a very strong 90 day share price return of 58.77%. Coherent’s 1 year total shareholder return of 90.89% and 3 year total...
NYSE:KMT
NYSE:KMTMachinery

Kennametal (KMT) Is Up 14.8% After Earnings Beat And Tungsten-Driven Guidance Hike - What's Changed

Kennametal recently delivered an earnings report with year-on-year revenue growth, organic strength, and higher full-year guidance, while analysts have responded with upgraded views on its earnings potential tied to tungsten price movements. An unusual spike in tungsten prices is now a central factor for Kennametal, as some analysts see it meaningfully influencing margins and near-term earnings quality. We’ll now examine how stronger earnings, upgraded guidance, and tungsten-driven margin...
NYSE:AIN
NYSE:AINMachinery

Albany International (AIN) Valuation Check As Defense Budget Proposal Sparks Sector Rotation

Why Albany International Stock Is Back on Investors’ Radar A proposed US$1.5 trillion defense budget for 2027 has pushed investors toward industrial and defense related names, putting Albany International (AIN) in focus as part of this broader sector rotation. See our latest analysis for Albany International. Albany International’s share price has responded quickly to the proposed US$1.5 trillion defense budget, with a 9.17% 7 day share price return and 13.90% 30 day share price return...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

Is It Time To Reassess CorMedix (CRMD) After The Sharp Recent Share Price Slide

If you are wondering whether CorMedix is starting to look mispriced after a rough stretch, this article walks through what the current share price might imply about its underlying value. The stock closed at US$7.09, with returns of a 36.5% decline over 7 days, a 37.4% decline over 30 days and a 41.7% decline year to date, set against a 60.8% gain over 3 years and a 19.8% decline over 5 years. Recent CorMedix headlines have focused on its progress and risks as a smaller pharmaceuticals and...
NYSE:BBU
NYSE:BBUIndustrials

Is Brookfield Business Partners (BBU) Pricing Reflecting Its Recent 58% One Year Surge?

If you are wondering whether Brookfield Business Partners at around US$34.85 offers good value today, you are not alone. This article breaks down what that price could mean for long term investors. The unit price has moved 2.7% over the last week, while the 30 day return is a 0.9% decline and the 1 year return sits at 58.1%, with a 3 year return of 91.5% and 5 year return of 42.7%. Recent attention on Brookfield Business Partners has centered on its position as a listed arm of the wider...
NYSE:BK
NYSE:BKCapital Markets

BNY (BK) Margin Expansion Reinforces Bullish Narratives Despite DCF Valuation Gap

Bank of New York Mellon Corporation (BK) has wrapped up FY 2025 with fourth quarter total revenue of US$5.2 billion and basic EPS of US$2.05, alongside net income of US$1.4 billion, while the trailing 12 month view shows revenue of US$20.1 billion, EPS of US$7.47 and net income of US$5.3 billion. Over recent quarters the company has seen quarterly revenue move from US$4.8 billion in Q4 2024 to US$5.0 billion in Q2 2025 and then to US$5.2 billion in Q4 2025, with quarterly basic EPS stepping...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Assessing Hesai Group (HSAI) Valuation After New NVIDIA Partnership And Major Lidar Capacity Expansion

Hesai Group (HSAI) is back in focus after announcing new lidar partnerships with NVIDIA and motion capture startup MOVIN, along with plans to double annual production capacity to more than 4 million units by 2026. See our latest analysis for Hesai Group. The recent partnerships with NVIDIA and MOVIN, together with Hesai Group's capacity expansion plans, come after a 30 day share price return of 27.44% and a 90 day share price return of 17.02%. Its 1 year total shareholder return of 75.99%...
NYSE:XOM
NYSE:XOMOil and Gas

Is Exxon Mobil (XOM) Still Attractively Priced After Its Strong 1 Year Share Price Run?

If you are wondering whether Exxon Mobil is priced attractively or already reflects high expectations, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$130.20, with returns of 9.9% over 7 days, 10.6% over 30 days, 6.2% year to date and 21.0% over 1 year, while the 3 year and 5 year returns sit at 30.5% and a very large gain respectively. These returns have kept Exxon Mobil in focus for investors watching large energy names and...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

The Bull Case For Equinix (EQIX) Could Change Following Aggressive Asia-Pacific Data Center Expansion - Learn Why

In recent days, several banks including Citi, Deutsche Bank, Bank of America Securities, and Barclays reiterated or initiated positive coverage on Equinix, while the company continued expanding its global data center footprint across high-growth markets such as South Korea, India, Turkey, and the Philippines through acquisitions and new capacity. Together, this combination of favorable analyst sentiment and Equinix’s push into fast-growing Asia-Pacific and emerging markets has reinforced its...
NYSE:TPC
NYSE:TPCConstruction

Does Record US$21.6 Billion Backlog and New Contracts Change The Bull Case For Tutor Perini (TPC)?

Recently, analysts issued upbeat commentary on Tutor Perini’s outlook, highlighting improved profitability prospects as the company converts its higher‑margin backlog into revenue and pointing to two newly awarded contracts worth over US$260 million that pushed its project backlog to a record US$21.6 billion by the end of Q3 2025. This combination of analyst confidence and backlog expansion adds weight to the view that Tutor Perini’s long-term revenue visibility is improving as it secures...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera (NasdaqGS:OPRA) Valuation Check As AI And E Commerce Growth Plans Gain Attention

AI, e-commerce and LLM partnerships come into focus for Opera (OPRA) Recent attention on Opera (NasdaqGS:OPRA) has centered on its integration of artificial intelligence features, e-commerce offerings, and new partnerships to distribute large language models, prompting investors to reassess how these moves are reflected in the current share price. See our latest analysis for Opera. Against this backdrop, Opera’s 90 day share price return of 17.84% decline and year to date share price return...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Is CoStar Group (CSGP) Fairly Priced After Multi‑Year Share Price Declines?

If you are wondering whether CoStar Group's current share price lines up with its underlying value, you are not alone. The stock recently closed at US$63.87, with returns of 3.6% over 7 days, 0.2% over 30 days, a 2.8% decline year to date, and a 12.8% decline over 1 year. The 3 year and 5 year returns sit at 18.2% and 29.0% declines respectively. These mixed returns over different time frames can leave investors unsure about what the market is really pricing in. That uncertainty is exactly...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Is KLA (KLAC) Pricing In Too Much Optimism After Its 102% One Year Surge?

If you are wondering whether KLA's current share price reflects its true worth, you are not alone. This article will walk through what the numbers are actually saying about value. The stock most recently closed at US$1,434.50, with returns of 5.5% over the past week, 17.1% over the last 30 days, 12.6% year to date and 102.0% over the past year, plus 255.9% over three years and 397.5% over five years. These moves sit against a backdrop of ongoing interest in semiconductor equipment makers and...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Does Critical Metals (CRML) Tanbreez Buildout Hint At A Turning Point In Its Project Strategy?

Critical Metals Corp. recently reported the first assay results from its 2025 drilling program at the Tanbreez Rare Earths Project in Greenland, confirming consistent rare earth grades alongside gallium, hafnium, cerium, and yttrium, while also advancing construction of a multi-use storage and pilot-plant facility and ordering an on-site mobile geochemical analysis centre. Taken together, the new drilling data, pilot-plant infrastructure, and mobile lab investment point to a more mature...
NYSE:XPEV
NYSE:XPEVAuto

How XPeng’s AI-Defined P7+ Global Launch At XPeng (XPEV) Has Changed Its Investment Story

XPeng recently launched its AI-powered P7+ sedan globally and showcased it to European audiences at the 2026 Brussels Motor Show, highlighting its in-house Turing AI chip, 800V fast-charging LFP battery, and European production at Magna Steyr in Graz. These product and AI advances, alongside growing European deliveries and wider international reach, underline XPeng’s push to evolve from an automaker into a broader technology and “physical AI” mobility company. We’ll now examine how XPeng’s...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Is Nova (NVMI) Using Conference Spotlight to Recast Its Long‑Term Earnings Power Story?

Earlier this week, Nova Ltd. presented at the 28th Annual Needham Growth Conference in New York, with Chief Financial Officer Guy Kizner outlining the company’s latest operational and financial highlights across two sessions. The conference spotlight reinforced Nova’s multi‑year revenue and earnings expansion alongside strong free cash flow generation, underscoring its position in the semiconductor equipment value chain. We’ll now examine how Nova’s emphasis on sustained revenue and EPS...