ARS Pharmaceuticals secures a key European regulatory nod to expand its needle-free anaphylaxis spray, EURneffy, to younger children. While this bolsters the company's franchise, analysts highlight that core challenges of cash burn and market adoption persist, keeping investor sentiment mixed.
Following its August 2025 rebrand from U.S. Cellular, Array Digital Infrastructure (AD) is navigating mixed investor sentiment. While short-term share price weakness contrasts with strong multi-year returns, analysts debate whether the company's focus on wireless infrastructure presents a buying opportunity or signals challenges ahead.
While passive funds track the market, active stock selection can yield superior gains. Sirius Real Estate (LON:SRE) shareholders have enjoyed a 34% total return over the past year, significantly outpacing the FTSE. However, longer-term performance and valuation metrics suggest a more nuanced picture for the commercial property firm.
Amidst a downturn fueled by weak Chinese trade data and falling commodity prices, analysts identify a cluster of London-listed equities trading significantly below their intrinsic value, presenting potential opportunities for patient investors.
Amid global economic crosscurrents, UK investors are turning their focus to growth companies with significant insider ownership, a signal often interpreted as strong alignment between leadership and shareholder interests. We examine three such firms standing out in the current market.
As the FTSE 100 wobbles on global economic concerns, income-focused investors are turning to dividend payers for stability. We analyze three UK-listed companies offering compelling yields, weighing their income potential against sustainability and market risks.
Rosenblatt Securities reaffirms a Buy rating on Elastic N.V. (ESTC), citing the company's strategic positioning to capitalize on enterprise AI adoption and platform consolidation, even as it trims its price target to $110 ahead of quarterly results.
Bank of America reaffirms its Buy rating on Nvidia with a $275 price target, advising investors to view share weakness as a buying opportunity. The call comes as Nvidia deepens its AI ecosystem involvement through a major investment in OpenAI.
OSI Systems reports strong Q2 fiscal 2026 results, driven by security and optoelectronics demand. The company raises full-year guidance and continues an aggressive share repurchase program, funded in part by a new $575 million convertible notes offering, reshaping its capital strategy amid solid earnings growth.
Entegris (ENTG) stock has captivated the market with a blistering 33% rally over the past month, extending a year-to-date gain of over 33%. As shares hover near $119, investors are grappling with a critical question: has the run-up outpaced the company's fundamental value?
JPMorgan Chase faces dual fronts of disruption as CEO Jamie Dimon's public critique of stablecoins at Davos highlights escalating tensions with the crypto sector, while a major lawsuit from former President Donald Trump alleges political bias, placing the banking giant's strategy and resilience under intense scrutiny.
Lumentum Holdings Inc. saw its stock price climb over 8% on Monday, extending recent gains as investors positioned themselves ahead of quarterly results. The rally was supported by a series of bullish price target upgrades from major Wall Street firms, citing the company's exposure to the infrastructure needs of agentic AI and advanced reasoning networks.
Shares of SanDisk Corporation soared over 15% Monday, extending a five-day rally after Bernstein analysts dramatically raised their price target by 72%, citing explosive growth in AI-driven data center revenue and stellar quarterly earnings.
Wall Street maintains a positive stance on American Tower Corporation (AMT) as it enters 2026, with over 70% of analysts recommending the stock. While several firms have trimmed price targets citing sector headwinds, the long-term outlook for the communications infrastructure giant remains favorable, driven by its data center portfolio and stable tower business.
Barclays raises price target on Iron Mountain, citing strength in storage, rentals, and its expanding IT asset lifecycle unit. The firm's data center leasing and cost restructuring are also seen as key catalysts for 2026.
Bank of America has initiated coverage on electronics manufacturing services provider Celestica with a 'Buy' rating, citing the company's strategic position to capitalize on the AI data center infrastructure boom. The firm set a price target of $400, forecasting strong growth driven by custom server and networking switch demand.
Amidst a cautiously optimistic European market, corporate insiders are placing their own capital behind select small-cap companies. We examine three firms where recent insider buying aligns with strong fundamentals and growth forecasts, offering a potential roadmap for value-seeking investors.
South African insurer OUTsurance Group has rewarded long-term investors with a remarkable total shareholder return of 444% over the past five years, significantly outperforming its share price growth, driven by strong earnings and consistent dividends.
The French specialty materials group Arkema is positioning its low-global-warming-potential refrigerants and thermal management solutions at the heart of the booming data center market, a strategic move underscored by its recent EcoVadis Gold Medal for corporate sustainability.
Salesforce lands a $5.6 billion Army modernization contract and launches a wildfire-fighting consortium with Lockheed Martin and others, as investors weigh long-term public sector growth against recent share price declines.
