Therapeutics Stocks

Business

Chemed's Stock Slump Sparks Valuation Debate: Undervalued Opportunity or Warning Sign?

Chemed Corporation (NYSE: CHE) has seen its share price soften recently, reigniting investor debate over whether the healthcare services provider is now undervalued. With the stock trading around $430, a significant gap exists against some fair value estimates, even as operational challenges in its VITAS and Roto-Rooter segments loom.

Jan 30, 2026

Business

Analysts Revise Target for Invesco Mortgage Capital, Signaling Shift in Market Sentiment

A revised price target for Invesco Mortgage Capital (IVR) is prompting investors to reassess the mortgage REIT's trajectory amid evolving interest rate expectations and housing market dynamics.

Jan 30, 2026

Business

Frasers' Growing Stake and Sports Direct Rollout Spark Fresh Scrutiny of Accent Group's Value

Accent Group's strategic partnership with UK retail giant Frasers, including a planned rollout of Sports Direct stores in Australia, is drawing investor focus as it promises to reshape the footwear retailer's earnings profile. The move comes amid volatile share price performance, raising questions about the company's current valuation.

Jan 30, 2026

Business

Nutrien's 31% Surge: Is the Rally Justified or Has the Train Left the Station?

Nutrien Ltd. (TSX:NTR) shares have climbed over 31% in the past year, prompting investors to question if the agricultural giant still presents a buying opportunity. A deep dive into valuation metrics suggests the stock may be fairly priced, but diverging narratives on future growth leave room for debate.

Jan 30, 2026

Business

Quarterhill's Five-Year Plunge: A 66% Loss Tests Investor Patience

Quarterhill Inc. (TSE:QTRH) shareholders have endured a punishing five-year period, with the stock's value plummeting nearly 70%. Despite modest revenue growth, the market's verdict has been harsh, raising questions about the company's path to profitability and the perils of long-term bets in turbulent sectors.

Jan 30, 2026

Business

BofA Lifts Greif Price Target to $75, Maintains Neutral Stance Amid Packaging Sector Review

Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.

Jan 30, 2026

Business

Navigating Market Uncertainty: Vanguard's Low-Cost Utility ETF Offers a Defensive Haven for 2026

As equity markets show signs of fatigue after a prolonged bull run, defensive sectors like utilities are gaining attention. The Vanguard Utilities ETF (VPU), with its low cost and stable dividend yield, presents a compelling option for investors seeking to buffer their portfolios against potential volatility.

Jan 30, 2026

Business

Guggenheim More Than Doubles Erasca Price Target to $12 on Clinical Progress and Pipeline Updates

Erasca Inc. (ERAS) sees its price target raised from $5 to $12 by Guggenheim, following promising clinical data for its lead oncology candidates and updated financial models. The move comes amid a series of positive analyst revisions for the clinical-stage biopharma firm.

Jan 30, 2026

Business

Alumis Soars as Psoriasis Drug Hits All Phase 3 Goals, Drawing Bullish Analyst Praise

Clinical-stage biopharma Alumis Inc. (ALMS) is gaining significant Wall Street attention after its lead drug candidate, envudeucitinib, successfully met all endpoints in key Phase 3 trials for plaque psoriasis, prompting multiple analyst upgrades and optimistic price targets.

Jan 30, 2026

Business

Wall Street Bets on SharpLink Gaming: Analysts See Upside Despite Crypto Volatility

SharpLink Gaming (NASDAQ: SBET) is drawing bullish attention from major Wall Street firms, with multiple analysts reiterating Buy ratings. The company's substantial Ethereum holdings and management's crypto expertise are seen as key drivers, even as price targets adjust to market conditions.

Jan 30, 2026

Business

Giverny Capital Exits Fiserv Stake, Citing AI Shift and Underperformance

Investment firm Giverny Capital Asset Management detailed its sale of Fiserv shares in its 2025 year-end letter, pointing to market fixation on artificial intelligence and the financial technology giant's steep decline. The move highlights a broader divergence between fundamental performance and current investor sentiment.

Jan 30, 2026

Business

Giverny Capital Exits Longtime Stake in CarMax, Shifts Focus Amid Market's AI Frenzy

Investment firm Giverny Capital has sold its entire position in used-car retailer CarMax, a holding of several years, as detailed in its Q4 2025 investor letter. The move highlights a strategic pivot away from traditional retail plays towards perceived higher-growth opportunities in technology, even as the firm's portfolio underperformed major indices last quarter.

Jan 30, 2026

Business

Beyond GLP-1: Eli Lilly Diversifies Pipeline with Autoimmune, Gene Editing Deals and Cancer Therapy Win

Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.

Jan 30, 2026

Business

Giverny Capital Exits Align Technology, Citing AI Stock Shift and Market Dynamics

Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.

Jan 30, 2026

Business

Beyond the Family Home: How the Wealthy Actually Allocate Their Real Estate Investments

While homeownership is a common goal, the investment strategies of the affluent reveal a more nuanced picture. Analysis of wealth tiers shows real estate plays a varying, and often shrinking, role as net worth climbs into the millions.

Jan 30, 2026

Business

Thomson Reuters Doubles Down on AI as CIBC Maintains Bullish Stance Despite Price Target Trim

CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.

Jan 30, 2026

Business

Analysts Bullish on Zscaler's Cybersecurity Dominance, Citing High Client Switching Costs as Key Moat

Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.

Jan 30, 2026

Business

Analyst Cuts Atlassian Target, Cites AI Growth Concerns Amid 'Constructive' Business Signals

TD Cowen lowered its price target on Atlassian (TEAM) ahead of earnings, highlighting strong fundamentals in service management and cloud migration but flagging weak traction in AI as a key medium-term overhang for the stock.

Jan 30, 2026

Business

Alphabet's Q4 Surge Fueled by Renewed Investor Confidence, Hotchkis & Wiley Fund Reports

The Hotchkis & Wiley Global Value Fund outperformed its benchmark in Q4 2025, with Alphabet (GOOGL) cited as a key driver. The fund's managers point to attractive valuations in non-U.S. markets and select software plays, even as they flag potential in other AI-centric investments.

Jan 30, 2026

Business

Ericsson's Strong Q4 Performance Catches Value Investors' Eye

The Hotchkis & Wiley Global Value Fund credited Ericsson (ERIC) as a key driver of its fourth-quarter returns, as the telecom equipment maker's shares surged. The fund's latest investor letter details how strategic stock picks, particularly in non-U.S. markets, fueled its outperformance against a global benchmark.

Jan 30, 2026