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Is MongoDB (MDB) Getting Too Rich For Its AI Promise?
Simply Wall St.3h agoneutral
Is MongoDB (MDB) Getting Too Rich For Its AI Promise?

MongoDB stock has delivered a very strong 110.9% return over the past year, yet the valuation checks currently lean expensive rather than pointing to a clear bargain. Over the last 12 months MongoDB has returned 110.9%, which puts extra focus on whether the current price already reflects high expectations. Recent product news around AI focused capabilities such as the Atlas Managed MCP Server and retrieval models can support optimistic growth assumptions, while any disappointment in how...

Can Oscar Health (OSCR) Still Look Cheap After Strong Q2?
Simply Wall St.3h agoneutral
Can Oscar Health (OSCR) Still Look Cheap After Strong Q2?

Oscar Health stock has delivered a very large 3 year return while the broader valuation checks still lean cautious, with a low value score hinting that the recent re rating may not be a simple bargain story. Oscar Health has returned about 3.6x over the past 3 years, which puts a spotlight on whether recent enthusiasm already prices in much of the progress. Recent profitability and revenue growth can support investor expectations for the business, while concerns around medical cost trends...

Jim Cramer reveals 6 AI stocks to watch in 2026
TheStreet4h agoneutral
Jim Cramer reveals 6 AI stocks to watch in 2026

For most of the summer, investors pulled money out of chipmakers and data center names and moved it into health care, banks, and retailers. The AI infrastructure trade led the market for two years. This summer, it underperformed. Jim Cramer says that phase is over. On CNBC's "Mad Money," the ...

Mastercard vs. Visa: One Fintech Giant Has the Stronger Growth Story
24/7 Wall St.4h agoneutral
Mastercard vs. Visa: One Fintech Giant Has the Stronger Growth Story

Visa just crossed $4 trillion in quarterly payments volume while Mastercard keeps quietly expanding its margins and winning high-profile clients. Both giants reported earnings days apart, and the gap between their growth stories is wider than the headlines suggest.

Howmet (HWM) Stock Looks 45% Expensive Despite Raised 2026 Guidance
Simply Wall St.5h agoneutral
Howmet (HWM) Stock Looks 45% Expensive Despite Raised 2026 Guidance

Howmet Aerospace stock is sitting near record levels after a very strong multi year run, yet the latest valuation work using a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples both point to the shares trading at a premium. Howmet Aerospace has delivered a very large gain of around 8x over 5 years, which means anyone looking at the stock today is stepping in after a powerful compounding period. Stronger earnings and revenue expectations following recent business...

Ultrapar (BOVESPA:UGPA3) Stock Gets Fair Value Bump As Analysts Revisit Q2 Assumptions
Simply Wall St.5h agoneutral
Ultrapar (BOVESPA:UGPA3) Stock Gets Fair Value Bump As Analysts Revisit Q2 Assumptions

Analysts have adjusted their price targets for Ultrapar Participações, with fair value in the updated model moving from R$33.21 to R$34.21 per share. These revisions appear alongside a mix of optimistic and cautious research views around the Q2 results, as firms reassess the risk reward profile and refresh their assumptions. As you read on, you will see how these shifting targets fit into the broader Ultrapar Participações narrative and what to watch as the story continues to evolve. Analyst...

Ferrari (RACE) Could Be 6% Undervalued As Analysts Back Its Premium Story
Simply Wall St.5h agoneutral
Ferrari (RACE) Could Be 6% Undervalued As Analysts Back Its Premium Story

Ferrari (NYSE:RACE) is back on investors’ screens after recent share price moves, with the stock last closing at $414.85. This renewed attention raises questions about how its current valuation lines up with fundamentals. See our latest analysis for Ferrari. Recent share price momentum has been firm, with a 10.41% 1‑month share price return and a 29.16% 3‑month share price return. The 1‑year total shareholder return is down 8.88%, while the longer term 5‑year total shareholder return is up...