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Salesforce (CRM) Declined as Market Questions SaaS Resilience
Insider Monkey1d agoneutral
Salesforce (CRM) Declined as Market Questions SaaS Resilience

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Eaton (ETN) Could Be 4% Undervalued After Guidance Update And Mobility Separation Plan
Simply Wall St.1d agoneutral
Eaton (ETN) Could Be 4% Undervalued After Guidance Update And Mobility Separation Plan

Eaton (ETN) has drawn fresh attention after updating 2026 earnings guidance and reporting second quarter results, alongside plans to separate its Mobility segment through a Reverse Morris Trust transaction expected in early 2027. See our latest analysis for Eaton. The fresh guidance, segment separation plan and recent acquisitions appear to be feeding into strong momentum, with Eaton’s share price delivering a 7 day return of 23.6% and a year to date share price return of 36.7%. The 5 year...

TSMC (TSM) Raised Its 2026 Outlook as AI Demand Accelerated
Insider Monkey1d agoneutral
TSMC (TSM) Raised Its 2026 Outlook as AI Demand Accelerated

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

SSR Mining (TSX:SSRM) Stock Looks Undervalued With 45% Upside To Fair Value
Simply Wall St.1d agoneutral
SSR Mining (TSX:SSRM) Stock Looks Undervalued With 45% Upside To Fair Value

SSR Mining stock has delivered strong longer term returns, yet current valuation checks suggest the market price may still sit well below its estimated intrinsic value based on a Discounted Cash Flow (DCF) approach. SSR Mining has returned 110.1% over the past 5 years, which puts a spotlight on whether the share price now properly reflects the business fundamentals. Expectations for the company to keep converting its asset base into steady cash flows can support the current valuation, while...

T1 Energy (TE) Stock Looks Below Fair Value But Sales Face Doubts
Simply Wall St.1d agoneutral
T1 Energy (TE) Stock Looks Below Fair Value But Sales Face Doubts

T1 Energy stock has delivered a very strong 1 year return, yet the valuation checks still suggest the shares screen as cheap on several measures. After such a sharp move, investors are weighing whether the current price still reflects a discount or has started to run ahead of fundamentals. Over the past year, T1 Energy has returned 337.6%, which puts extra focus on whether recent gains already factor in much of the good news. The Clearway supply contract and expansion into storage and AI...

Walt Disney Q3 Earnings Call Highlights
MarketBeat1d agoneutral
Walt Disney Q3 Earnings Call Highlights

Walt Disney (NYSE:DIS) reported fiscal third-quarter results that management said exceeded its prior operating-income guidance, led by record performance at Disney Experiences and continued gains in streaming and sports. Chief Executive Officer Josh D’Amaro said total segment operating income increa