Vertiv Holdings Co launches 'Next Predict,' an AI-driven managed service aimed at enhancing data center reliability and operational resilience, directly targeting the demands of modern AI workloads and liquid cooling adoption.
Amidst a volatile market, MSC Industrial Direct (NYSE: MSM) presents a compelling case for value investors. With a legacy dating back to 1941 and a strategic foothold in the critical MRO sector, the company's disciplined capital allocation and resilient cash flows suggest underlying strength often missed by the broader market.
Amid a volatile market, specialty insurer Palomar Holdings (PLMR) presents a compelling growth story. With a disciplined underwriting strategy, robust risk management, and a track record of doubling profits every few years, the company trades at multiples that may significantly undervalue its consistent execution and expansion potential.
As Becton Dickinson's complex Reverse Morris Trust transaction nears its 2026 close, analysts argue the market is overlooking a significant value catalyst and an attractively priced remaining business.
A significant insider stake at ikeGPS Group Limited signals strong alignment with shareholders, but also concentrates risk. We analyze the ownership structure and what it means for the future of the NZ-listed tech firm.
Amid market volatility, Rollins, Inc. (NYSE: ROL) represents a compelling case for stability. This analysis explores the pest control leader's resilient business model, built on recurring revenue and disciplined growth, which has delivered exceptional long-term returns for shareholders.
Amidst significant share price volatility, investors are scrutinizing whether Capri Holdings' portfolio of Versace, Jimmy Choo, and Michael Kors is fundamentally undervalued or facing sustained headwinds. Our analysis delves into the valuation gap and the challenges ahead.
Shares of OR Royalties (TSX:OR) have retreated nearly 15% over the past week, prompting investors to reassess the valuation of the precious metals royalty company following its multi-year bull run. With the stock still up significantly year-over-year, we examine whether the dip presents a value entry or reflects justified concerns over its premium pricing.
A landmark all-stock merger between Devon Energy and Coterra Energy is set to create the nation's second-largest independent oil and gas producer, promising significant cost savings and enhanced shareholder returns in a consolidating energy market.
Devon Energy and Coterra Energy announce a strategic, all-stock merger to create a dominant multi-basin U.S. shale operator. The combined entity, centered on the prolific Delaware Basin, targets $1 billion in annual synergies and over $5 billion in shareholder returns, promising enhanced scale and capital efficiency.
Facing negative pricing at the Waha hub, APA Corporation slashed significant U.S. natural gas and liquids production in late 2025. Simultaneously, the company aggressively repurchased shares, highlighting a capital allocation strategy that prioritizes shareholder returns over volume growth in a volatile market.
InSilico Medicine Cayman TopCo's shares have rocketed over 60% in a month, forcing investors to scrutinize whether its AI-driven drug discovery promise can justify the momentum, especially against a backdrop of persistent losses and a negative book value.
As the market digests Coursera's recent merger, Udemy's fair value estimate remains anchored at $8.51 per share. While analysts make minor adjustments to growth and discount rate assumptions, investors are left weighing what catalysts could redefine the online learning stock's trajectory.
Simon Property Group reported robust fourth-quarter and full-year 2025 results, highlighted by record funds from operations, $2 billion in strategic acquisitions, and a significant return of capital to shareholders. The retail REIT giant provided optimistic 2026 guidance, banking on a strong development pipeline and resilient tenant demand despite acknowledging tariff-related headwinds.
ExxonMobil capped 2025 with its highest annual oil and gas output in over four decades while returning historic cash to shareholders, setting the stage for a pivotal year as it balances traditional strength with energy transition investments.
Shares of Huntington Bancshares (HBAN) have climbed over 17% in the past 90 days, closing recently at $17.88. This rally has investors scrutinizing whether the regional bank's stock still holds value after its strong run, with some models suggesting a significant upside to fair value.
While long-term investing remains a cornerstone strategy, Supercomnet Technologies Berhad (KLSE:SCOMNET) serves as a stark reminder of its pitfalls. Shareholders who invested five years ago are facing a 63% total loss, starkly underperforming the broader market and raising questions about the disconnect between company performance and stock valuation.
Despite a 22.9% rally over the past year, new analysis suggests Julius Bär Gruppe shares may still be trading at a significant discount to their intrinsic value, presenting a potential opportunity for value-focused investors.
A new discounted cash flow analysis suggests Nine Entertainment Co. Holdings' shares could be trading at half their intrinsic value, sparking debate among investors about the true worth of the Australian media giant in a challenging advertising landscape.
Columbia Financial (NASDAQ: CLBK) reported fourth-quarter revenue that significantly exceeded Wall Street expectations, driven by a 247% year-over-year surge. The community bank's performance highlights strengthening net interest income and an accelerating tangible book value.
