Long-Term Agreements

Business

ORIX Corp's Valuation Puzzle: Short-Term Volatility Masks Strong Long-Term Momentum

Shares of Japanese financial giant ORIX (TSE:8591) have shown mixed short-term performance, yet a deeper look reveals robust 90-day and one-year returns. With the stock trading at ¥4,627, analysts debate whether the market is overlooking intrinsic value or correctly pricing future growth amid a global shift towards alternative capital.

Feb 2, 2026

Business

LiveWire Group's Long-Term Investors Face Steep 79% Decline as Stock Tumbles

Shareholders in Harley-Davidson's electric motorcycle spinoff, LiveWire Group, have seen their holdings erode dramatically over five years, with a recent $55 million weekly loss adding to the pain. The company's ongoing revenue contraction raises fundamental questions about its path to profitability in the competitive EV market.

Feb 2, 2026

Business

Building a Reliable Income Stream: How a $500 Stake in This Dividend ETF Can Pay Off Long-Term

The Schwab U.S. Dividend Equity ETF (SCHD) offers investors a balanced approach to generating income, targeting financially robust companies with a history of growing dividends. We examine its strategy, performance, and role in a portfolio.

Feb 2, 2026

Business

Morgan Stanley Trims Wingstop Target but Stays Bullish on Long-Term Growth Trajectory

Despite a modest price target reduction, Morgan Stanley reaffirms its Overweight rating on Wingstop, citing the chicken wing chain's robust unit expansion and system-wide sales momentum as key drivers for its 2026 outlook.

Feb 2, 2026

Business

STKS Price Target Cut After Q4 Revenue Shortfall, But Analysts See Long-Term Upside

Lake Street Capital maintains a Buy rating on The ONE Group Hospitality (STKS) despite lowering its price target, citing a solid finish in a tough market and a clear growth runway through 2026.

Feb 2, 2026

Business

Analysts See Long-Term Promise in Legend Biotech's Carvykti Despite Fourth-Quarter Sales Shortfall

While Legend Biotech's CAR-T therapy Carvykti missed Q4 sales estimates, prompting mixed analyst reactions, some firms emphasize its curative potential and view the stock's recent decline as a strategic entry point for investors.

Feb 2, 2026

Business

AMD's Steady Execution Charts a Course for Long-Term Growth, Says Ashva Capital

Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.

Feb 2, 2026

Business

Disney's Long-Term Cash Flow in Focus as Ashva Capital Weighs In

Investment firm Ashva Capital Management outlines its investment case for The Walt Disney Company in its Q4 2025 letter, highlighting the entertainment giant's enduring value proposition amid near-term market volatility.

Feb 2, 2026

Business

Weyco Group's Rising Returns on Capital Signal Potential for Long-Term Growth

Footwear and accessories distributor Weyco Group is demonstrating a compelling financial trend: improving returns on its invested capital alongside increased reinvestment. This dual engine, analysts note, is a classic hallmark of companies capable of compounding value over time.

Feb 2, 2026

Business

Cash-Rich Stocks: Two Long-Term Holds and One to Approach with Caution

A strong cash position can signal financial resilience or a lack of growth ambition. We analyze three companies with significant net cash, identifying two with sustainable growth runways and one where the cash pile may mask underlying risks.

Feb 2, 2026

Business

Immunocore's Valuation Puzzle: Short-Term Volatility Masks Long-Term Promise

Immunocore Holdings (IMCR) shares have experienced notable turbulence, declining over 7% in a week. Yet, a significant gap between its current price and analyst fair value estimates highlights a debate over the biotech's future, heavily reliant on its lead asset KIMMTRAK and pipeline execution.

Feb 2, 2026

Business

Waymo's $110 Billion Funding Quest Shifts Spotlight to Alphabet's Long-Term Bet

Alphabet's self-driving subsidiary Waymo is reportedly seeking a new funding round that would value the company at approximately $110 billion, drawing fresh attention to the tech giant's ambitious bets beyond its core advertising business and the evolving landscape of autonomous vehicle investment.

Feb 2, 2026

Business

RB Global's Valuation Puzzle: Short-Term Dip Meets Long-Term Momentum

Shares of RB Global (RBA) have retreated slightly in recent trading, yet the industrial auction giant's stock remains on a strong upward trajectory over the past quarter and year. This divergence presents investors with a classic valuation conundrum: is the current price a buying opportunity, or does a lofty P/E ratio signal overextension?

Feb 2, 2026

Business

TAKKT AG's Three-Year Slump: Long-Term Shareholders Grapple with 68% Loss

Investors in German B2B specialist TAKKT AG (ETR:TTK) have faced a punishing three years, with total shareholder returns plummeting 68%. As revenue declines and the share price continues to slide, we examine the fundamentals behind the downturn and what it signals for the company's future.

Feb 2, 2026

Business

Bytes Technology Group's Stock Slump Masks Robust Fundamentals, Analysts See Long-Term Value

Despite a recent 9.4% share price decline, Bytes Technology Group (BYIT) showcases exceptional financial health with a 69% ROE, suggesting the current weakness may be a buying opportunity for patient investors.

Feb 2, 2026

Business

NextEra Bets Big on Tech's Power Hunger: Nuclear, Renewables, and Carbon Capture in Focus

NextEra Energy is aggressively pursuing long-term power supply agreements with major technology firms, positioning itself as a one-stop shop for clean, reliable electricity to fuel the data center boom. Its strategy hinges on a three-pronged approach: record renewable energy additions, potential nuclear fleet expansion, and a pioneering gas plant with carbon capture technology developed with ExxonMobil.

Feb 2, 2026

Business

Tesla's Valuation Crossroads: Short-Term Gains Clash With Long-Term Ambitions

Tesla's stock is navigating turbulent waters, with a recent one-day surge contrasting sharply against a weaker quarterly performance. As the EV pioneer's share price hovers above some analyst targets, investors are left weighing its ambitious robotaxi and AI-driven future against more conservative valuation models.

Feb 2, 2026

Business

Venture Corp Outperforms Market with 38% Total Return, But Long-Term Growth Questions Linger

Singapore's Venture Corporation (SGX:V03) has delivered a robust 38% total shareholder return over the past year, buoyed by dividends. However, a closer look reveals declining earnings and revenue, raising questions about the sustainability of its recent market favor and its longer-term trajectory.

Feb 2, 2026

Business

Glaukos Gains FDA Nod for Repeat iDose TR Implant, Bolstering Its Long-Term Glaucoma Platform Strategy

The FDA's approval of a repeat treatment protocol for Glaukos's iDose TR implant transforms it from a one-time procedure into a potential chronic therapy platform, reshaping its commercial narrative and investor calculus in the competitive glaucoma market.

Feb 2, 2026

Business

Hyundai Forgoes Russian Plant Buyback, Signaling Long-Term Exit Amid Ukraine War

Hyundai Motor has allowed its option to repurchase its former St. Petersburg factory to lapse, marking a decisive step back from the Russian market it once dominated, as the ongoing conflict and sanctions reshape the automotive landscape.

Feb 2, 2026