A discounted cash flow analysis suggests Hongkong Land Holdings (SGX:H78) is trading close to its intrinsic value. We delve into the model's assumptions and what it means for investors in the current market climate.
HCA Healthcare, the nation's largest hospital operator, is navigating post-pandemic challenges with a strategy focused on operational efficiency and technology adoption. As labor costs moderate, analysts point to significant margin expansion potential driven by AI deployment across its vast network.
Despite a recent stock pullback, ServiceNow's accelerating AI monetization, expanding CRM footprint, and robust operational execution are building a compelling case for long-term growth, analysts say.
Once an open-source developer tool, GitLab has transformed into a unified AI-powered DevSecOps platform. With strong enterprise adoption and a focus on solving the 'AI Paradox,' the company presents a compelling, if competitive, growth story for investors.
Snap Inc. is showing signs of a financial turnaround, powered by its surging Snapchat+ subscription service and strategic AI investments. As daily active users approach half a billion, analysts are reassessing the social media pioneer's long-term potential.
Karman Holdings, a recent NYSE entrant, is capturing Wall Street's attention with its pivotal role in next-generation missile and hypersonic systems. As U.S. defense budgets swell, can this premium-valued contractor justify its lofty multiples?
While many SaaS stocks are valued on revenue growth, Paycom Software presents a compelling, counterintuitive investment case. Its secret lies in a unique margin expansion engine powered by its Beti platform, which transforms customer maturity into sustained profitability and deepens client lock-in.
As data centers scramble to upgrade for the AI era, a critical bottleneck has emerged in optical communications. AXT, Inc., a specialist in compound semiconductor substrates, finds itself at the center of this shift, leveraging a unique supply chain advantage to meet explosive demand for indium phosphide.
Amid market uncertainty, a detailed analysis makes the case for Hormel Foods (HRL) as a resilient, income-generating investment, backed by its 59-year dividend growth streak and iconic brand portfolio.
Despite near-term headwinds in the housing market, Pool Corporation (POOL) is showing signs of resilient fundamentals. With revenue growth turning positive and a robust balance sheet, analysts argue the pool supplies distributor is positioned for a rebound as macroeconomic conditions potentially improve.
As YouTube TV prepares a direct assault on the sports streaming market, analysts warn that FuboTV's core business model is under unprecedented threat. With subscriber growth stagnating and financial pressures mounting, the company's path to profitability looks increasingly narrow.
After a period of significant volatility, Neogen Corporation (NEOG) is showing signs of a sustainable operational turnaround under new leadership, with its latest quarterly results beating expectations and prompting a rare guidance upgrade.
Amid market volatility, Chevron Corporation (CVX) is drawing investor attention for its resilient cash generation and a 38-year record of dividend growth. Analysts highlight its integrated model and strategic assets as buffers against commodity price swings, positioning it as a cornerstone for income-focused portfolios.
Cisco Systems' stock is gaining momentum, fueled by surging demand from hyperscalers building AI data centers. The networking giant's raised guidance and record revenue have triggered a wave of analyst upgrades, positioning it as a key beneficiary of the AI infrastructure build-out.
DLocal Limited's third-quarter results reveal a payments platform hitting its stride, with total payment volume soaring 59% year-over-year to a record $10.4 billion. Strong performance in Latin America and strategic expansions underpin a compelling growth narrative for the emerging markets fintech.
AbbVie's $2.1 billion acquisition of Capstan Therapeutics signals a strategic pivot towards next-generation immunology treatments. The move aims to secure future revenue streams as the company navigates the post-Humira era, with analysts highlighting the transformative potential of its in vivo CAR-T platform.
As AI infrastructure spending accelerates, Arista Networks (ANET) is drawing investor attention with its debt-free balance sheet and critical role in cloud networking. Despite premium valuations, bulls argue its financial fortress and recurring software revenue justify the price, with a $163 price target signaling further upside.
The Malaysian snack food manufacturer is posting a notable improvement in its return on capital employed (ROCE), outperforming industry averages and suggesting effective reinvestment strategies that could appeal to long-term investors.
Exclusive BBC analysis reveals nearly half of accredited zoos and aquariums in the UK and Ireland have sounded financial alarms since 2022, forcing tough choices between conservation missions and economic reality.
Kforce reports stronger-than-expected Q4 2025 results, citing the highest sequential growth in its tech business since 2022. The company sees early signs of a market recovery, fueled by client demand for flexible talent to tackle AI-driven projects and foundational IT work.
