SanDisk's explosive growth since separating from Western Digital has captivated the market, driven by its critical role in AI infrastructure. Yet, after such a meteoric rise, analysts warn that its sky-high valuation may pose significant risks for new investors.
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.
LendingClub announces a dual shift to fair-value accounting and new leadership appointments, moves that reshape financial reporting and risk oversight for the fintech-turned-bank as its stock lags.
A revised revenue forecast has prompted a modest increase in Sylvania Platinum's fair value estimate, reflecting shifting expectations for the platinum group metals producer's earnings trajectory.
The energy giant reported a production milestone and substantial cash returns in Q3 2025, bolstered by a strategic asset swap. While operational execution shines, investors weigh valuation risks and the company's evolving narrative beyond pure growth.
Wall Street analysts have modestly raised Illumina's fair value estimate, reflecting cautious optimism about long-term demand for genomic tools. However, the updated forecast remains tempered by persistent challenges in execution, reimbursement dynamics, and exposure to the Chinese market.
Chipotle Mexican Grill faces mounting pressure as same-store sales decline for a fourth straight quarter, with a bleak 2026 forecast triggering a double-digit stock plunge and raising questions about its growth strategy.
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.
Super Micro Computer's fiscal Q2 revenue more than doubled year-over-year, fueled by explosive demand for its AI rack-scale systems. While profitability faces near-term pressure, executives outlined a diversification and efficiency strategy, raising full-year sales guidance to at least $40 billion.
Match Group's latest earnings reveal a pivotal year ahead, with CEO Spencer Rascoff detailing a multi-phase plan to revitalize Tinder's user experience and fuel Hinge's international growth, all while returning capital to shareholders.
Amidst historic cocoa price swings, Mondelez International outlines a cautious 2026 strategy, holding chocolate pricing firm while pledging substantial brand reinvestment to revive consumer demand, particularly in pressured North American markets.
Lumentum Holdings Inc. (LITE) posted a blockbuster fiscal second quarter, with revenue soaring over 65% year-over-year to a record $665.5 million. Driven by surging demand for AI and cloud infrastructure, the company sees no slowdown, forecasting another all-time high next quarter.
Rigetti Computing's volatile journey continues as its shares tumbled 18% in January 2026. The decline is attributed to a critical product delay, a challenging macro environment for speculative tech, and a strategic move by key competitor IonQ.
In an exclusive interview with The Motley Fool, Janus Henderson portfolio manager Denny Fish discusses the evolving AI landscape, market dispersion, and his framework for identifying long-term winners in technology and beyond.
Despite recent share price weakness, MBM Resources Berhad's robust Return on Equity and consistent earnings growth suggest the automotive group may be undervalued by the market.
PayPal's stock suffered its worst single-day drop in years after forecasting potential profit declines for 2026, citing consumer spending pullback and intense competition, prompting a leadership change.
A breakdown of PRL Global Ltd.'s (ASX:PRG) shareholder registry shows a distinctive structure, with retail investors holding a dominant 40% stake, while private companies control another 32%. This ownership mix raises questions about corporate governance, stock liquidity, and the company's appeal to institutional funds.
A surge in Intel's stock price, driven by new AI product launches and potential foundry partnerships, contrasts with its ongoing financial losses. Analysts are divided on whether the current rally reflects genuine long-term value or speculative hype.
Nintendo's latest earnings reveal record-breaking Switch sales and a robust Switch 2 launch, achieved despite significant tariff and memory chip cost pressures. While profits surged, the company's unchanged full-year guidance and margin resilience are now the focal points for investors.
Shares of Quest Diagnostics (DGX) have delivered robust returns over multiple timeframes, prompting investors to question if the rally has room to run. A deep dive into valuation metrics suggests the stock may still be trading at a discount to its intrinsic value, even after recent gains.
