Category: Status

NVIDIA Corporation
Electronic Technology
USA

Stock: NVIDIA Corporation

NVIDIA remains the leading beneficiary of the global AI boom. The company impresses with strong revenue growth, high profitability, and
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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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Dassault Aviation
Aerospace & Defense
France

Valuation Analysis: Dassault Aviation

Dassault Aviation benefits from rising defense spending, a record order backlog, and strong demand for Rafale fighter jets.
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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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Leonardo S.p.A.
Industry
Italy

Valuation Analysis: Leonardo S.p.A.

Leonardo is one of the leading European defense groups. Record orders, rising margins, and higher NATO spending support the investment
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Aerospace & Defense
Industry
Italy

Stock: Leonardo

Leonardo benefits from the European defense boom through rising defense spending, record orders, and improved profitability.
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Aerospace & Defense
Industry
France

Stock: Dassault Aviation

Dassault Aviation is one of Europe’s leading aerospace companies. Record orders, strong fundamentals, and rising defense spending support long-term growth.
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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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Hensoldt AG
Industry / Defense & Security
Germany

Stock: Hensoldt

Hensoldt AG is among Europe's leading defense technology companies and benefits from rising defense spending and long-term government programs.
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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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Eli Lilly
Healthcare
USA

Valuation Analysis: Eli Lilly and Company

Eli Lilly reported an exceptionally strong Q2 2026. Growth and higher guidance impress, but valuation, pricing pressure, and cash flow
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