Getty ImagesPeople living with Parkinson’s disease can join an exercise programme in the new year to manage their symptoms, as experts tackle barriers to physical activity.
Two…
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Staffordshire Parkinson’s experts to break barriers to exercise
Getty ImagesThe schemes are open to people with mild to moderate Parkinson’s -
12 Indian-sponsored ‘terrorists’ killed in Kalat operation: ISPR
Pakistani security forces killed 12 Indian-sponsored terrorists during an intelligence-based operation in Kalat District targeting members of the Balochistan Liberation Army (BLA), the military’s media wing…
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Indonesian president to arrive in Pakistan for 2-day visit – Pakistan
Indonesian President Prabowo Subianto will undertake an official visit to Pakistan at the invitation of Prime Minister Shehbaz Sharif from December 8-9, the Foreign Office (FO) said on Sunday, adding that he will discuss with Pakistani leaders a…
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New system to keep track of people’s health
A “landmark” contract has been awarded to deliver Jersey’s first island-wide remote health monitoring service.
Graphnet Health has been selected by Jersey’s Family Nursing & Home Care (FNHC) to use its monitoring solution to track the health of…
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Looking at the Narrative for Digital Turbine After Shifting Ad Tech Valuations and Rising Risks
Digital Turbine’s latest narrative update leaves fair value steady at $8.75 per share, even as a slightly lower discount rate and largely unchanged revenue growth outlook signal a more confident stance on the durability of its model. Backed by a powerful rerating in high growth ad tech peers and growing belief in the company’s ability to tap larger addressable markets through better tools and broader reach, analysts are refining their assumptions rather than rewriting the story. Stay tuned to see how you can track these evolving assumptions in real time as the market’s view on Digital Turbine continues to shift.
Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value Digital Turbine.
🐂 Bullish Takeaways
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Recent research on ad tech peers such as AppLovin shows a strong tilt toward higher price targets and Outperform or Buy ratings, reinforcing the idea that investors are willing to pay up for scalable mobile ad platforms with durable growth. This supports a higher multiple framework for Digital Turbine if it can execute.
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Firms including BofA, UBS, Morgan Stanley, RBC Capital, Scotiabank, Benchmark, Wedbush and others have repeatedly raised AppLovin targets into the $700–$860 range on the back of strong execution, expanding addressable markets beyond gaming and improving self serve tools. This pattern underlines the kind of monetization and tooling progress that could unlock upside to Digital Turbine’s current fair value if replicated.
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Analysts highlight that peers are being rewarded for cost leverage, high margins and transparent growth roadmaps into 2026. This implies that consistent delivery against guidance, clearer product milestones and disciplined spending remain the key levers for Digital Turbine to narrow the valuation gap versus best in class ad tech names.
🐻 Bearish Takeaways
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Even within a broadly bullish backdrop for AppLovin, some commentary, such as Oppenheimer’s note around SEC related headline risk and potential near term volatility, shows how quickly sentiment can swing when regulatory or data use concerns surface. This is a reminder that Digital Turbine’s multiple could compress if similar trust or compliance questions arise.
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The rapid escalation of peer price targets into the upper end of the range, including BofA’s move to $860 and UBS’s upside case to $1,000, also underscores the main reservation for lagging platforms. Much of the easy upside in high quality ad tech may already be priced in, which could limit how far Digital Turbine’s valuation can rerate without a clear inflection in growth and product adoption.
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How Recent Developments Are Rewriting The Rocket Lab Investment Story
Rocket Lab’s narrative is shifting as analysts nudge up their price targets into the $60 to high $60s range, even while the long term fair value estimate holds steady near $65.67 per share and revenue growth expectations remain anchored around 36.36% with a stable discount rate near 7.56%. This subtle reset reflects growing conviction that sustained Electron launch cadence and accelerating Space Systems demand can support a higher, more durable valuation base in spite of extended Neutron timelines. Read on to see how you can track these evolving targets and stay ahead of the next turn in the Rocket Lab story.
Stay updated as the Fair Value for Rocket Lab shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Rocket Lab.
🐂 Bullish Takeaways
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Stifel lifted its target to $65 from $55 while reiterating a Buy, citing steady Electron launch cadence with 4 launches in the quarter, higher Electron ASP, and a steadily scaling Space Systems business as the SDA program moves into full production.
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BofA raised its target to $60 from $50 and kept a Buy rating, arguing that an industry shift toward consolidation could favor Rocket Lab in a winner take most model if it continues to execute on strategic vision and integration.
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Bullish analysts emphasize execution and growth momentum, particularly the combination of stable launch operations and expanding Space Systems revenue, as key supports for a higher valuation base despite elevated expectations.
🐻 Bearish Takeaways
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Morgan Stanley trimmed its target slightly to $67 from $68 and maintains an Equal Weight rating, reflecting more cautious views on risk reward even as the market appears to shrug off Neutron schedule shifts into 2026.
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More neutral commentary centers on program risk and spending, with Morgan Stanley warning that schedule revisions for Neutron can prolong program costs and create cascading manifest impacts. This may temper upside even as Electron demand and Space Systems performance remain solid.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
NasdaqCM:RKLB Community Fair Values as at Dec 2025 -
Rocket Lab scheduled its next Electron mission, Follow My Speed, to launch from New Zealand less than 48 hours after a successful HASTE flight from Virginia. This positions the company for a record 18th annual launch and underscores its rapid launch responsiveness.
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The company completed a HASTE suborbital mission for the Defense Innovation Unit and Missile Defense Agency, advancing hypersonic and missile defense technology testing just 14 months after contract signing and reinforcing its role as a trusted national security partner.
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Rocket Lab delivered two ESCAPADE Mars spacecraft to NASA’s Kennedy Space Center after designing, building, integrating, and testing the vehicles in about three and a half years, showcasing the maturity and speed of its vertically integrated Space Systems business.
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Rocket Lab secured a second multi launch contract with Synspective, bringing the total to 21 future dedicated Electron launches for StriX SAR satellites and marking the largest single customer order in Electron’s history. This strengthens long term launch backlog visibility.
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Reassessing Valuation After a Strong Three-Month Share Price Rally
First Quantum Minerals (TSX:FM) has quietly pushed higher again, with the stock up about 5% over the past week and roughly 13% this month, inviting a closer look at what is driving sentiment.
See our latest analysis for First Quantum Minerals.
Seen against its roughly 35% 3 month share price return and a 1 year total shareholder return of about 63%, this latest move suggests momentum is rebuilding as investors reassess copper exposure and earnings risk.
If this miner’s run has you rethinking your watchlist, it could be a good moment to scout other cyclical opportunities like auto manufacturers.
With profits rebounding, strong revenue growth, and shares still trading at a sizable intrinsic discount, the key question now is simple: Is First Quantum undervalued, or is the market already pricing in its next leg of growth?
On a price-to-sales ratio of roughly 4x at the last close of CA$33.31, First Quantum still screens as undervalued against both its own fundamentals and peers.
The price-to-sales multiple compares the company’s market value to the revenue it generates, a useful lens for miners where earnings can swing sharply with commodity cycles and one off items. For a business that has only recently returned to profitability yet is delivering strong top line growth, a sales-based valuation helps smooth out short term profit noise.
Relative to similar metals and mining names, First Quantum’s 4x sales multiple looks restrained, with the Canadian industry closer to 6.4x and the peer average around 4.1x. Our fair price-to-sales estimate of 4.4x suggests there could be further room for the share price to move higher if the market comes to fully reflect its growth profile.
Explore the SWS fair ratio for First Quantum Minerals
Result: Price-to-Sales of 4x (UNDERVALUED)
However, political uncertainty around key assets and volatile copper prices could quickly compress margins, challenging expectations for continued re-rating and rapid earnings growth.
Find out about the key risks to this First Quantum Minerals narrative.
While the price to sales ratio hints at mild undervaluation, our DCF model is far more aggressive and suggests First Quantum trades about 65% below its fair value of roughly CA$93.85. If that long term cash flow story is accurate, today’s price may represent a pause rather than a completed move.
Look into how the SWS DCF model arrives at its fair value.
FM Discounted Cash Flow as at Dec 2025 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out First Quantum Minerals for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 907 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.
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Assessing SolarEdge After a 2024 Rebound and Steep Multi Year Share Price Collapse
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If you are wondering whether SolarEdge Technologies at around $29 is a bargain or a value trap after its collapse from prior highs, you are not alone. This breakdown will tackle that question head on.
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The stock is still down about 90.6% over three years and 89.9% over five years. However, it has bounced in 2024 with a 99.5% year-to-date gain and a 131.0% return over the last year, despite sliding 19.2% in the past week and 26.2% over the last month.
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Investors have been reacting to a mix of cautious solar industry sentiment, ongoing concerns about oversupply in key markets, and shifting expectations for policy support in the US and Europe. These factors have fueled large swings in solar stocks like SolarEdge. At the same time, headlines around grid modernization, energy storage adoption, and residential solar demand volatility are influencing how the market prices SolarEdge’s role in the transition to cleaner energy.
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Against that backdrop, SolarEdge currently scores a 5/6 valuation check score, suggesting it appears undervalued on most of our metrics. Next, we will unpack what that means across different valuation approaches and then finish with a more structured way to think about its long-term value story.
SolarEdge Technologies delivered 131.0% returns over the last year. See how this stacks up to the rest of the Semiconductor industry.
A Discounted Cash Flow model estimates what a company is worth by projecting its future cash flows and discounting them back to today using a required rate of return. For SolarEdge Technologies, the 2 Stage Free Cash Flow to Equity model starts from last twelve months free cash flow of about $22.9 Million and then layers on analyst forecasts and longer term extrapolations.
Analysts expect free cash flow to climb into the low hundreds of Millions over the next several years, with Simply Wall St extending those projections further out. By 2029, free cash flow is projected to reach roughly $260 Million, and then continue growing at gradually slowing rates into the 2030s. All of those future cash flows are discounted back to today to arrive at an estimated intrinsic value of about $37.74 per share.
With the stock currently trading around $29, the DCF suggests SolarEdge is approximately 21.8% undervalued, indicating the market price may reflect a relatively pessimistic outlook compared with these cash flow assumptions.
Result: UNDERVALUED
Our Discounted Cash Flow (DCF) analysis suggests SolarEdge Technologies is undervalued by 21.8%. Track this in your watchlist or portfolio, or discover 907 more undervalued stocks based on cash flows.
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The rotten egg smell that could finally beat nail fungus
Hydrogen sulfide, a naturally occurring gas best known for its strong rotten egg odor, may offer a faster and gentler way to treat stubborn nail infections. Researchers at the University of Bath and King’s College London (KCL) report that this…
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The rotten egg smell that could finally beat nail fungus
Hydrogen sulfide, a naturally occurring gas best known for its strong rotten egg odor, may offer a faster and gentler way to treat stubborn nail infections. Researchers at the University of Bath and King’s College London (KCL) report that this…
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