UBS has increased its price target for digital transformation leader Globant to $75, forecasting a period of stabilized, if modest, growth for the IT services sector next year despite near-term revenue headwinds.
Dynatrace shares have tumbled over 34% in the past year, significantly underperforming the broader software sector. A deep dive into valuation metrics, including discounted cash flow and peer comparisons, suggests the stock may be trading at a substantial discount. We examine the numbers and the narrative shaping investor sentiment.
Despite a recent 4.9% weekly pullback, shareholders of German-listed CHAPTERS Group (ETR:CHG) have seen staggering total returns exceeding 900% since 2019, fueled by explosive revenue growth. The journey highlights the potential rewards—and risks—of investing in high-growth, pre-profit companies.
Truist Securities has increased its price target for Nuvation Bio, highlighting the promising early commercial traction of its oncology drug Ibtrozi, which is outpacing competitors in the ROS1 inhibitor space.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
In a strategic overhaul, International Paper announced plans to separate into two independent, publicly traded companies focused on North America and EMEA markets, marking the next phase of its multi-year transformation.
Asian equities faced broad declines Friday, pressured by renewed investor skepticism over the AI investment boom and a sharp pullback in precious metals. The sell-off unfolded against a backdrop of easing oil prices and persistent geopolitical uncertainties.
Fueled by a return-to-office push and AI sector optimism, San Francisco rents are climbing at their fastest rate in over a decade, starkly contrasting with cooling prices in Los Angeles.
The U.S. dollar extended its weekly decline as fresh geopolitical risks, including new tariff threats over Cuba and potential military action against Iran, dampened appetite for American assets, despite domestic political relief.
Major U.S. federal investment to build a domestic rare earth supply chain emerges as a direct competitive threat to Lynas Rare Earths, coinciding with the planned retirement of its long-serving CEO Amanda Lacaze. The developments test the Australian miner's strategic position in a market defined by geopolitical tensions and supply security concerns.
Target is launching its largest-ever spring beauty collection, introducing over 3,000 new, predominantly budget-friendly items alongside redesigned in-store experiences and key leadership appointments, signaling a major strategic push to capture market share in the lucrative beauty sector.
Aon plc (NYSE: AON) is in the spotlight following the launch of a major emerging markets climate transition fund with Irish Life Investment Managers. The move expands its sustainable investment footprint to over €1 billion as analysts scrutinize whether its current share price fully reflects future growth prospects amid a mixed performance backdrop.
The luxury fashion group behind Coach and Kate Spade posted a 14% revenue jump to $2.5 billion for the quarter, significantly exceeding analyst forecasts and sending its stock higher.
Shares of AtkinsRéalis Group (TSE:ATRL) have delivered a staggering 307% return over the past five years, significantly exceeding its earnings growth rate. The recent momentum suggests renewed investor confidence in the engineering giant's long-term strategy.
Despite a recent dip, ADMA Biologics shares have shown strong momentum, buoyed by analyst optimism for its upcoming earnings and progress in plasma-derived therapies. A detailed valuation model suggests significant upside potential, though execution risks remain.
After a year of underperformance, Sanofi's stock appears deeply undervalued based on cash flow and earnings metrics. We examine the numbers behind the discount and what it might signal for investors.
A new alcohol duty rise adds mere pennies to a pint, but for publicans already navigating a perfect storm of soaring costs, it's the final straw threatening to wipe out their razor-thin margins and reshape community life.
Shell is set to sell a 20% stake in Brazil's Orca deep-water project to Kuwait's KUFPEC while retaining operatorship, concurrently launching a review of its CEO compensation structure. These parallel moves underscore the energy giant's evolving capital discipline and governance priorities amid shifting investor expectations.
Japanese precision components maker NSK Ltd. has moved to take full ownership of its steering subsidiaries and raised its full-year profit outlook, buoyed by robust operational results and a favorable exchange rate.
As tech giants pour billions into AI data centers, industrial powerhouse Eaton is emerging as a critical, if less flashy, beneficiary. Its expertise in power management and cooling solutions is becoming indispensable for the infrastructure underpinning artificial intelligence.
