Category: 3. Business

Rivian Automotive (RIVN) shares have seen some volatility recently, catching the attention of investors watching the electric vehicle sector. The company has delivered mixed short-term returns; however, its longer-term performance tells a different story.

See our latest analysis for Rivian Automotive.

After a choppy stretch this year, Rivian’s share price has recently lost momentum, sliding 16.7% over the past month. However, when you take a step back, the one-year total shareholder return is an impressive 24.2%, even after accounting for big swings since last year’s lows.

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But with Rivian’s shares now trading below analyst targets after a period of turbulence, the key question remains: is this a genuine buying opportunity, or has the market already factored in all the future growth?

Rivian’s most widely followed narrative currently places its fair value at $14.48, which is about 10% above the last close of $12.98. This disconnect between the share price and narrative fair value sharpens focus on key drivers supporting this bullish view.

Vertical integration in technology, especially in autonomy, battery, and software, combined with growing software and services revenue (including licensing via partnerships like with Volkswagen) is expected to open new high-margin revenue streams and diversify earnings. This could potentially strengthen EBITDA and net margins over time.

Read the complete narrative.

Want to know why high-tech partnerships and vertical integration are central to Rivian’s future? There’s a set of bold assumptions powering this target valuation, including game-changing revenue projections and margin shifts few expect. Curious about what the consensus is betting on beneath the surface? Unpack the narrative to see what’s driving the models and which financial levers matter most.

Result: Fair Value of $14.48 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent cash burn and policy changes, such as tariff shifts or tax credit reductions, could quickly undermine these optimistic forecasts for Rivian’s future.

Find out about the key risks to this Rivian Automotive narrative.

Looking at Rivian through the lens of price-to-sales, things appear less optimistic. The company’s ratio stands at 3.1x, which is quite a bit higher than both the US Auto industry average of 1.3x and the peer average of 1.5x. Even our fair ratio estimate is just 1.4x, suggesting the market is paying a premium. Does this premium signal belief in future breakthroughs or simply extra valuation risk?

See what the numbers say about this price — find out in our valuation breakdown.

If you see things differently or believe a deeper dive could reveal more, you can quickly assemble your own narrative and test your insights in just a few minutes. Do it your way

A great starting point for your Rivian Automotive research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include RIVN.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Story Continues

Hong Kong University of Science and Technology (HKUST) start-up Stellerus Technology aims to be the world’s first provider of satellite-enabled three-dimensional wind data to help wind power, transport and insurance firms boost revenues, cut costs and manage risks, according to its founders.

Stellerus, founded in 2023 by the university’s academics, would leverage China’s cost competitiveness in satellite manufacturing to make global 3D wind data collection economically viable, said Su Hui, the chairwoman and co-founder.

3D wind data – wind direction and speed and their changes with altitude – is crucial for improving weather forecasting, especially severe climate events.

“After I came to Hong Kong, I realised the technology for implementing such a project in mainland China was quite developed and the cost would be much lower than overseas,” Su said. “In the US, such a satellite could cost US$100 million to build, compared with 20 million yuan [US$2.8 million] in China.”

Su, a hydraulic expert, joined the HKUST’s department of civil and environmental engineering in 2022 as chair professor. She was formerly a principal scientist and weather programme manager at the Jet Propulsion Laboratory at Nasa.

A Rio Tinto-controlled company in Mongolia has asked police to help with a “comprehensive internal investigation” into allegations of misconduct and corruption.

Oyu Tolgoi LLC, which is 66 per cent owned by Rio and owns the Oyu Tolgoi copper mine, confirmed the investigation was underway after Mongolian media reported that police had raided the homes of some employees in the procurement division.

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Jabil (JBL) turned heads at the OCP Global Summit by launching its new J-422G server, along with several other AI and cloud-focused data center solutions. The company highlighted modular server expansion and reinforced its commitment to secure, AI-driven innovation.

See our latest analysis for Jabil.

Jabil’s share price has surged nearly 49% since the start of the year, supported recently by fresh AI and cloud-focused product launches, executive board news, and sizable buyback activity. Even more impressive, its total return to shareholders is up over 70% in the past 12 months and a remarkable 554% over five years. This reflects growing optimism around the company’s evolving portfolio and long-term strategy.

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Yet with a meteoric share-price rise and strong buyback momentum, investors face a key question: is Jabil’s upside still ahead, or has the market already accounted for every sign of future growth?

With Jabil’s last close at $212.44, the most popular narrative places fair value higher, at $247.38. This suggests considerable upside remains if the narrative’s assumptions take shape. Here’s what underpins this outlook and what could change the story.

Jabil’s significant U.S. manufacturing footprint positions it well to benefit from potential tariff changes, allowing it to maintain and possibly grow revenue through strategic relocation of manufacturing activities. The expansion in India, particularly in Gujarat, to support photonics capabilities indicates growth potential in a promising market, likely enhancing future revenues from domestic demand and infrastructure projects.

Read the complete narrative.

Want to know the math behind that bullish target? The narrative is built on aggressive forecasts for future profit margins and rapid expansion into new markets. Which assumptions fuel that lofty price? You’ll have to explore the full narrative to see the growth bets and the bold moves baked into this fair value.

Result: Fair Value of $247.38 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, continued weakness in electric vehicles and renewable energy, or persistent inventory pressures, could still challenge Jabil’s growth story in the future.

Find out about the key risks to this Jabil narrative.

Looking at Jabil through its price-to-earnings ratio, the stock trades at 34.5 times earnings. This figure is above the US electronics industry average of 25.9 and just under its fair ratio of 35.4. While this might suggest the shares are on the expensive side, being close to the fair ratio could also mean the market is pricing in Jabil’s growth plans. Is there real upside left, or could expectations be running ahead of reality?

See what the numbers say about this price — find out in our valuation breakdown.

Curious to see if your perspective matches the analysis or if another angle stands out? Exploring the data yourself takes just a few minutes, so why not Do it your way

A great starting point for your Jabil research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include JBL.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Trimble (TRMB) shares edged slightly higher this week, gaining about 1% over the past seven days. The stock has posted a strong 34% total return over the past year, reflecting sustained investor interest in the company’s performance.

See our latest analysis for Trimble.

Momentum seems to be building for Trimble as its recent 5.2% seven-day share price return adds to an impressive 33.7% total shareholder return over the past year. The stock’s latest moves suggest investors are increasingly optimistic about its longer-term growth outlook.

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With shares climbing and fundamentals looking solid, investors face a classic dilemma: is Trimble still undervalued today, or has the recent rally already captured the company’s growth prospects, leaving limited upside from here?

Trimble’s most widely followed narrative suggests the company’s fair value lands well above its recent close, pointing to continued upside in the eyes of analysts. The current gap between the share price and narrative valuation hints at a belief in ongoing growth and resilience despite sector headwinds.

Accelerating adoption of AI-enabled, cloud-based solutions (such as ProjectSight, autonomous procurement, and analytics in project management and transportation) is increasing customer value and workflow integration. This trend supports higher recurring software revenues and improved net margins. The migration from hardware-focused, CapEx models to bundled, subscription-based offerings, even in traditionally hardware-oriented segments, expands the addressable market, improves revenue visibility, and increases the recurring revenue mix. This drives greater predictability and enhanced long-term earnings.

Read the complete narrative.

Want to see which assumptions power this valuation? Discover why analysts think Trimble’s subscription model and digital transformation could reshape its growth profile. See the key ingredients behind this bold price target and decide if the narrative aligns with your outlook.

Result: Fair Value of $97.70 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent macroeconomic headwinds or stalled adoption of Trimble’s subscription offerings could undermine these bullish expectations and slow the company’s progress.

Find out about the key risks to this Trimble narrative.

Looking at Trimble’s valuation through the lens of its price-to-earnings multiple provides a much less optimistic picture. At 67.6x, it is far above both its peers (44.8x) and the industry average (25.9x), as well as the 36.1x fair ratio the market might eventually demand. That premium signals potential valuation risk if expectations fall short. Is the market pricing in too much growth already?

See what the numbers say about this price — find out in our valuation breakdown.

If you see things differently or want to dive into the numbers yourself, you can craft a personal Trimble narrative in just a few minutes. Do it your way.

A great starting point for your Trimble research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include TRMB.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Pitney Bowes (PBI) shares have seen some movement lately, attracting attention among investors curious about the factors shaping the stock’s recent performance. While there is no headline event this week, valuation and past returns remain top of mind.

See our latest analysis for Pitney Bowes.

Pitney Bowes has enjoyed a remarkable run, with the share price climbing 63% year-to-date and delivering a massive 70% total return over the past year. That kind of momentum, supported by strong multi-year gains, suggests investors see real upside potential or shifting risk perceptions around the company.

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With shares trading well below analyst price targets and solid returns posted over several years, the big question for investors is whether Pitney Bowes is still undervalued or if the company’s future growth is already fully reflected in its current price.

With Pitney Bowes closing at $11.77, the most widely followed market narrative points to a fair value of $17. This suggests current prices could be lagging future expectations. This creates an intriguing disconnect that is rooted in technology-driven transformation and bold operational ambitions.

Ongoing investments in digital transformation, operational efficiencies, and automation, supported by a leadership team focused on efficiency, are expected to yield further improvements in net margins and free cash flow through cost reductions and modernization. These initiatives may enhance long-term earnings power.

Read the complete narrative.

Want to know why some believe Pitney Bowes’ future is brighter than ever? The narrative teases potential profit growth, meaningful margin expansion and shrinking share counts. Interested in the assumptions driving this projected shift? Uncover the financial blueprint underpinning that fair value.

Result: Fair Value of $17 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, shrinking demand for physical mail and rising competition in logistics could challenge Pitney Bowes’ future growth if new initiatives do not succeed.

Find out about the key risks to this Pitney Bowes narrative.

If you see the story differently or want to map out your own view, it’s quick and simple to build your take on the numbers. Do it your way.

A great starting point for your Pitney Bowes research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PBI.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Investor sentiment around UP Fintech Holding (NasdaqGS:TIGR) has picked up after UBS and Jefferies each began covering the company with optimistic outlooks. The analysts highlighted the company’s foothold in expanding Hong Kong and Singapore wealth markets as well as its financial momentum.

See our latest analysis for UP Fintech Holding.

The upbeat analyst attention and momentum in Hong Kong and Singapore have helped fuel a stellar run for UP Fintech, with a 53.9% year-to-date share price return and a striking 1-year total shareholder return of 66.1%. Both the recent buzz and the longer-term track record, up 173% over three years, suggest that optimism around the company’s growth story is gaining traction among investors.

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But with shares already rallying this year and analyst targets suggesting more upside, the question is whether UP Fintech’s impressive growth is still underappreciated or if markets have already accounted for those future gains.

With the latest narrative valuing UP Fintech at $14.12, the gap versus the last close at $10.28 has caught attention. This fair value, calculated using a specific set of forward-looking earnings and margin assumptions, shapes the current debate around where the market might move next.

Strong growth in revenue, assets, and profitability; expansion into high-potential markets; and ongoing tech innovation position UP Fintech for durable, scalable, and diversified earnings.

Read the complete narrative.

Record margins, bold revenue forecasts, and a future earnings multiple are at the heart of this narrative. Want to see what assumptions drive this eye-catching target? The reasoning behind these numbers will surprise you.

Result: Fair Value of $14.12 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, intensifying regulatory scrutiny and higher client acquisition costs in key markets could disrupt UP Fintech’s strong growth momentum and future profit forecasts.

Find out about the key risks to this UP Fintech Holding narrative.

If you think the numbers tell a different story or want to dig into the details yourself, you can craft your own take on UP Fintech in just a few minutes. Do it your way

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding UP Fintech Holding.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include TIGR.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

• eInfochips, an Arrow Electronics company, and NXP Semiconductors recently announced a multi-year collaboration focusing on software distribution and customer services for NXP’s S32 microcontrollers, aiming to accelerate the development of software-defined vehicles.

• This partnership highlights Arrow’s ongoing efforts to expand its value-added engineering and software support capabilities within the automotive and embedded systems sectors.

• We’ll examine how Arrow’s expanded role in automotive software solutions with NXP could impact its outlook for recurring, higher-margin services growth.

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To be a shareholder in Arrow Electronics, you must believe that the company can successfully pivot toward higher-margin, recurring revenue streams as industrial, automotive, and connectivity trends drive demand for electronics content. While the recent eInfochips–NXP collaboration underscores Arrow’s ambitions in software and engineering services, it does not materially affect the immediate risk that automation and direct sourcing could weaken Arrow’s position in the traditional distribution business.

The most relevant recent announcement is Arrow’s appointment of an interim CEO in September 2025. This leadership change, closely following strategic partnerships, may impact Arrow’s agility in executing new service-focused initiatives as it aims for greater exposure to the software-defined automotive sector.

However, against this potential for a shift into higher-value offerings, investors should also recognize the risk if digital procurement trends accelerate and…

Read the full narrative on Arrow Electronics (it’s free!)

Arrow Electronics’ outlook suggests $35.2 billion in revenue and $734.1 million in earnings by 2028. This is based on an anticipated 7.3% annual revenue growth and a $266.9 million increase in earnings from the current $467.2 million.

Uncover how Arrow Electronics’ forecasts yield a $116.75 fair value, a 3% downside to its current price.

Two fair value estimates from the Simply Wall St Community both land at US$116.75, reflecting remarkably consistent expectations. Some see Arrow’s effort to expand recurring, engineering-related services as a turning point, but your experience could differ, explore alternative viewpoints to inform your decision.

Explore 2 other fair value estimates on Arrow Electronics – why the stock might be worth as much as $116.75!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ARW.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com