The View

Business

Glanbia Shares Surge: Is the Nutrition Giant Still Undervalued After a 17% Monthly Rally?

Glanbia's (ISE: GL9) share price has climbed to €16.75, fueled by a strong one-month performance. While a discounted cash flow analysis suggests the stock remains undervalued, its lofty P/E ratio raises questions about whether the market has already priced in future growth. We examine the conflicting signals for investors.

Feb 5, 2026

Business

BrightView Posts Strong Q1 on Snowfall Surge, Eyes Land Business Rebound in Second Half

BrightView Holdings kicked off fiscal 2026 with solid revenue growth and improved profitability, fueled by a sharp increase in snow-related work. While heavy snowfall temporarily hampered core maintenance operations, management reaffirmed full-year guidance, citing robust progress in customer retention, sales force expansion, and a growing contract backlog as key drivers for an anticipated second-half recovery.

Feb 5, 2026

Business

Medtronic's Rally: Is the Medical Device Giant Still a Buy After Recent Gains?

Medtronic's stock has climbed steadily, posting a 14.6% return over the past year. As shares hover around $102, investors are asking if the rally has left the stock overvalued or if there's still room to grow. A deep dive into key valuation metrics reveals a nuanced picture.

Feb 5, 2026

Business

California Water Service Boosts Dividend 8%, But Is the Stock Still a Buy?

California Water Service Group raises its quarterly dividend for the 324th consecutive time, signaling confidence amid regulatory headwinds and mixed long-term returns. Investors weigh income appeal against valuation concerns.

Feb 5, 2026

Business

Alfa Laval's Stock Surge: Is the Swedish Industrial Giant Still a Buy?

Shares of Alfa Laval (OM:ALFA) have gained significant momentum, rising nearly 15% over the last 90 days. This analysis delves into whether the current valuation still presents an opportunity for investors or if the market has already priced in future growth, examining conflicting fair value estimates and key industry risks.

Feb 5, 2026

Business

Global-E Online's Valuation Crossroads: Is the E-Commerce Enabler a Bargain or Still Overpriced?

As Global-E Online's stock hovers near 52-week lows, a deep dive into its valuation reveals a complex picture. While a discounted cash flow model suggests the shares are fairly priced, its premium price-to-sales multiple tells a different story, leaving investors to weigh growth potential against current metrics.

Feb 5, 2026

World

Malaysia Slams the Door: Immediate Total Ban on E-Waste Imports Enacted

In a decisive move against becoming the world's 'dumping ground,' Malaysia has imposed an immediate and comprehensive ban on all electronic waste imports, closing loopholes and launching a crackdown on corruption within its environmental oversight bodies.

Feb 5, 2026

Business

Beyond the Giants: Three Middle Eastern Penny Stocks Gaining Traction in February 2026

As regional markets hit new highs, savvy investors are looking past blue-chips. We analyze three under-the-radar penny stocks from the insurance, real estate, and tech sectors showing compelling financial metrics and growth potential.

Feb 5, 2026

Super Bowl or Down Payment? How the Priciest Game Tickets Stack Up Against Homeownership

With Super Bowl LX ticket prices reaching astronomical heights, the cost of a single premium seat rivals the down payment on a median-priced home in many U.S. markets, highlighting the stark choices facing affluent fans.

Feb 5, 2026

Business

Beyond the Green Light: Orthocell Shifts Gears as US Commercial Rollout Gains Momentum

With FDA clearance secured, Australian medtech Orthocell is now navigating the complex journey from regulatory approval to commercial reality in the US nerve repair market. The company's latest update reveals a strategic pivot to hospital access, surgeon training, and scalable operations, aiming to convert early traction into sustainable growth.

Feb 5, 2026

Business

AI Disruption Fears Trigger Software Stock Rout, With Salesforce in the Crosshairs

Wall Street's once-bullish narrative on software faces a sharp reversal as AI advancements spark fears of obsolescence, wiping billions from the sector and putting giants like Salesforce under intense scrutiny ahead of key earnings.

Feb 5, 2026

Business

Nurix Therapeutics Shares Slide as Widened Losses and New Equity Plan Spotlight Funding Challenge

Biotech firm Nurix Therapeutics reported a significant widening of its net loss for fiscal 2025 to $264.5 million, despite revenue growth. Concurrently, the company filed a shelf registration for a $98.8 million employee stock offering, raising fresh concerns over dilution and its path to profitability as its key drug candidates advance.

Feb 5, 2026

Business

NiSource Stock Rally Faces Valuation Scrutiny: Is the Utility Giant Overheated?

NiSource's shares have surged nearly 19% over the past year, outpacing many utility peers. However, a closer look at key valuation metrics suggests the stock may now be trading at a premium, raising questions about its near-term prospects in a rising interest rate environment.

Feb 5, 2026

Business

Weatherford International Surges on Strong Earnings, Dividend Boost, and Margin Expansion

Weatherford International (WFRD) shares climbed over 9% following a Q4 earnings beat, improved operational margins, and a dividend increase, as the oilfield services firm demonstrates resilience despite a softer revenue environment.

Feb 5, 2026

Business

Super Micro Computer: The Quiet Engine Powering the AI Boom

As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.

Feb 5, 2026

Business

Interactive Brokers: The Bull Case for a Quiet Giant in Electronic Trading

Amid market volatility, Interactive Brokers (IBKR) stands out with its unique, founder-led model and resilient financials. We examine the investment thesis behind this brokerage powerhouse and its potential for sustained growth.

Feb 5, 2026

Business

Beyond the Headlines: Three ASX Penny Stocks Drawing Investor Scrutiny Amid Market Volatility

While broader market sentiment remains cautious, a closer look reveals potential in select small-cap opportunities. We examine three ASX-listed penny stocks—Argenica Therapeutics, SenSen Networks, and Vita Life Sciences—that are navigating unique paths in biotech, AI, and healthcare, offering distinct risk-reward profiles for discerning investors.

Feb 5, 2026

Business

Sagimet's Denifanstat Clears Phase 3 Acne Hurdle: Is the Biotech's Valuation Poised for a Rerating?

Sagimet Biosciences shares are back in focus following positive late-stage trial results for its acne drug candidate Denifanstat. With the stock showing volatile performance but a promising long-term return, investors are weighing its current valuation against significant future potential and inherent pipeline risks.

Feb 5, 2026

Business

Disney's Linear TV Drag: Why the Magic Kingdom Faces a Prolonged Storm

As CEO Bob Iger's tenure nears its end, a growing chorus of analysts warns that Disney's legacy television assets are becoming an unsustainable burden, threatening to overshadow the strength of its parks and studios and potentially leading to prolonged stock underperformance.

Feb 5, 2026

Business

Amcor's Stock Surge Sparks Valuation Debate: Is the Packaging Giant Overvalued or Poised for Growth?

Amcor's shares have posted double-digit gains over recent weeks, sharply contrasting with its muted annual performance. This surge has ignited a fierce debate among investors over whether the stock is catching up to its true value or if the rally has already priced in overly optimistic expectations.

Feb 5, 2026