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Market Insights
- Bausch + Lomb to Advance Eye Disease Treatment Following FDA Meeting
- EIA Raises Crude Price Estimates as Constraints Persist
- Oct. 9 has loomed large in stock-market history. Why investors still shouldn't buy into an October jinx.
- S&P 500 Rises 0.58% to 7818.93, New Record Close — Data Talk
- NASDAQ Composite Rises 0.45% to 27599.79, 24th Record Close of 2026 — Data Talk
- PNWPinnacle West Capital Corp
Energy Demand Growth in Arizona Supports Pinnacle West's Infrastructure Investment
- Rating
- Price
- $95.96
- Fair Value
- ?%
- Uncertainty
- LOCK|&F
- Economic Moat
- LOCK|bp
- Capital Allocation
- LOCK|z>fB^RP
- MRVLMarvell Technology Inc
Marvell Has Grown Into a Mighty and Diversified Data Center and AI Silicon Behemoth
- Rating
- Price
- $271.25
- Fair Value
- N>C
- Uncertainty
- LOCK|dkr
- Economic Moat
- LOCK|?>KZ
- Capital Allocation
- LOCK|RR?^^JV
- CRHCRH PLC
CRH's $8.5 Billion Acquisition of Arcosa Introduces Additional Cyclicality; Valuation Lowered
- Rating
- Price
- $83.76
- Fair Value
- x^L
- Uncertainty
- LOCK|Pn@$%
- Economic Moat
- LOCK|%tM%
- Capital Allocation
- LOCK|$c<>CY?
- AIAir Liquide SA
We See a Long Runway for Margin Expansion for Air Liquide
- Rating
- Price
- €169.10
- Fair Value
- %cX
- Uncertainty
- LOCK|hG
- Economic Moat
- LOCK|&$
- Capital Allocation
- LOCK|R>$!>T@
- CPRTCopart Inc
Copart Is Looking To Make Acquisitions in both Salvage and Traditional Auctions
- Rating
- Price
- $27.65
- Fair Value
- h>H
- Uncertainty
- LOCK|<!&&
- Economic Moat
- LOCK|$@
- Capital Allocation
- LOCK|Plj@hH
- KLSKelsian Group Ltd
Kelsian Completes Sale of Tourism Assets
- Rating
- Price
- A$3.89
- Fair Value
- !.!
- Uncertainty
- LOCK|Q<
- Economic Moat
- LOCK|!t
- Capital Allocation
- LOCK|f>lxyx#
- CCLCuscal Ltd
Difficult to Disrupt Cuscal's Efficient Payment Services Offering
- Rating
- Price
- A$6.47
- Fair Value
- r.%
- Uncertainty
- LOCK|&bW?b
- Economic Moat
- LOCK|R@>K?
- Capital Allocation
- LOCK|!BZ&q&t
- PTCPTC Inc
PTC Is Being Acquired by Schneider Electric
- Rating
- Price
- $192.26
- Fair Value
- HTp
- Uncertainty
- LOCK|?hHl$
- Economic Moat
- LOCK|QDy
- Capital Allocation
- LOCK|&FQR$h
- MKCMcCormick & Co Inc Ordinary Shares (Non Voting)
McCormick Cooks Up Brand Investments As It Awaits Adding Unilever's Food Brands to the Menu
- Rating
- Price
- $45.54
- Fair Value
- ph
- Uncertainty
- LOCK|fqp$
- Economic Moat
- LOCK|@Gr
- Capital Allocation
- LOCK|jm$p#^
- SWKSSkyworks Solutions Inc
Skyworks Should Emerge as a Stronger RF Player As It Combines With Qorvo
- Rating
- Price
- $83.91
- Fair Value
- df
- Uncertainty
- LOCK|K^K
- Economic Moat
- LOCK|R%
- Capital Allocation
- LOCK|nzlkn%
- BMWBayerische Motoren Werke AG
Increased Focus on Cost Reduction As a Value Driver at BMW
- Rating
- Price
- €54.22
- Fair Value
- Nv!
- Uncertainty
- LOCK|<> ^s!Z
- Economic Moat
- LOCK|#&#
- Capital Allocation
- LOCK|p%?Lx<
- EFXEquifax Inc
Workforce Solutions Is Equifax's Largest Profit Driver
- Rating
- Price
- $142.60
- Fair Value
- LOCK|Dh
- Uncertainty
- LOCK|zv
- Economic Moat
- LOCK|X!z#j
- Capital Allocation
- LOCK|Gdf?pWw


















