Category: Active

Thales
Defense & Aerospace
France

Valuation Analysis: Thales

Thales reports solid H1 2026 results. A high order backlog, improved profitability, and recent share price performance characterize the current
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SpaceX
Defense & Aerospace
USA

Valuation Analysis: SpaceX

SpaceX combines aerospace, Starlink, defense, and AI. Strong growth meets a high valuation, enormous investments, and ambitious expectations.
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TKMS
Defense & Aerospace
Germany

Valuation Analysis: TKMS

TKMS increases revenue by 19% and raises guidance. The high order backlog supports long-term growth prospects.
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Bayer
Healthcare
Germany

Valuation Analysis: Bayer AG

Bayer shows operational progress in the second quarter of 2026. Crop Science and new pharmaceutical products are strengthening the recovery,
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MercadoLibre
Consumer
Uruguay

Valuation analysis: MercadoLibre

MercadoLibre impresses with strong e-commerce and fintech growth. Analysis of valuation, fundamentals, opportunities, and risks.
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MercadoLibre
Consumer
Uruguay

Stock: MercadoLibre

MercadoLibre remains Latin America's leading e-commerce and fintech provider. Despite high investments, the company impresses with strong growth and solid
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Bayer
Healthcare
Germany

Stock: Bayer AG

Bayer is operationally improving its earnings position. However, high debt, weak cash flow, and legal risks are slowing the stock's
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Revolution Medicines
Healthcare
USA

Stock: Revolution Medicines

Revolution Medicines is one of the most exciting biotech stocks for 2026. Strong Phase 3 data and a leading RAS
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Revolution Medicines
Healthcare
USA

Valuation Analysis: Revolution Medicines

Revolution Medicines develops innovative cancer therapies against RAS mutations and is one of the leading biotechnology companies in the field
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Johnson & Johnson
Healthcare
USA

Valuation Analysis: Johnson & Johnson

Johnson & Johnson is one of the world's leading healthcare companies. The company benefits from a strong position in pharmaceuticals
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Johnson & Johnson
Healthcare
USA

Stock: Johnson & Johnson

Thanks to a strong pipeline, robust cash flows and a defensive business model, Johnson & Johnson remains a high-quality healthcare
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Palantir
Technology
USA

Valuation Analysis: Palantir Technologies

Palantir rapidly increases revenue, margins, and cash flow. The analysis highlights AI opportunities, defense business, and valuation risks.
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