As the RBA's latest move cools investor sentiment, attention shifts to smaller-cap opportunities. We examine three ASX-listed energy explorers and producers, assessing their potential and pitfalls in a uncertain market.
As Cigna prepares to release its fourth-quarter results, investors are weighing its consistent track record against a backdrop of mixed performances from industry peers and broader sector pressures.
As Viasat prepares to release its quarterly results after Thursday's market close, investors are watching for signs of sustained growth amid industry-wide volatility. The satellite communications leader's performance could signal broader trends in the telecom services space.
All eyes are on Ladder Capital (LADR) as it prepares to release its quarterly results amid a challenging commercial real estate landscape and a track record of recent misses.
Minnesota's top corrections official voices frustration over vague federal plans to scale back a controversial immigration operation, citing eroded trust and demanding transparency in the investigation of two agent-involved shootings.
A disastrous software implementation sent Clorox's stock tumbling, but analysts argue the century-old consumer staples giant's dominant market positions and recovering operations signal a compelling rebound story.
Shares of infrastructure specialist Quanta Services (PWR) defied a broader market downturn, rising over 2% as investors position for the company's upcoming earnings report. The rally extends a strong year-to-date performance, but analysts question if the current price fully reflects future growth prospects.
Analysts have revised Capita's fair value estimate upward to £5.40, yet the adjustment masks a more cautious underlying stance on the outsourcing group's long-term revenue trajectory and risk profile.
As Teva Pharmaceutical shifts focus from its legacy generics business to a promising innovative pipeline, its experimental drug Duvakitug emerges as a potential valuation catalyst. We examine the bull case, the competitive landscape, and what it means for investors.
As Dow Inc. shares hover near historic lows, a compelling value thesis is gaining traction among investors. This analysis delves into the company's resilient fundamentals, durable competitive advantages, and why some see current prices as a rare entry point for the cyclical recovery.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
Transcat (TRNS) reported a 26% surge in Q3 fiscal 2026 revenue, driven by strong performance in both its service and distribution segments. While strategic acquisitions and a favorable shift toward higher-margin instrument rentals boosted results, the company posted a net loss due to one-time charges and amortization costs.
Shares of Chemed Corporation (NYSE: CHE), the unique parent of VITAS Healthcare and Roto-Rooter, have fallen roughly one-third from recent highs. A detailed analysis suggests the sell-off, driven by temporary issues at its hospice segment, may have created a compelling valuation opportunity for patient investors.
Primo Water Corporation (PRMB), now North America's leading pure-play water platform following its 2024 merger, presents a compelling investment thesis. Despite a sharp stock decline due to integration challenges, analysts argue the market has overlooked its fundamental strengths, scale advantages, and a clear path to recovery under new leadership.
As AI-driven electricity demand soars, NuScale Power's certified small modular reactor technology positions it at the forefront of a potential energy transformation. While its path is paved with both landmark agreements and significant execution risks, investors are weighing whether this pre-revenue company can power the future.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
The Malaysian industrial group PMB Technology Berhad (KLSE:PMBTECH) is showing signs of improving capital allocation, with its return on capital employed rising to 4.6% over five years. While still trailing the metals and mining sector average, the trend highlights the company's reinvestment strategy as it expands its asset base.
Following its Q4 2025 earnings and new service revenue guidance for 2026, Rogers Communications (TSX:RCI.B) finds itself at a crossroads. While the long-term shareholder return remains strong, recent stock softness and a significant reported intrinsic discount have investors debating whether this is a buying opportunity or a value trap.
Coeur Mining has cleared the final regulatory and shareholder hurdles to acquire New Gold, a move set to significantly expand its North American asset base and production profile. The deal, now approved by the Supreme Court of British Columbia, marks a major step in the ongoing consolidation within the gold and silver mining sector.
Sonos kicks off fiscal 2026 with a sharp rise in profitability and adjusted EBITDA, even as revenue dips slightly. The company credits cost discipline and its 'gateway' product strategy for the turnaround, while teasing new hardware launches for later this year.
