Globus Medical is rated a buy with a target return of 17.5% over the next year, supported by a stable EV/EBITDA multiple of 10.56x. The company's core business is growing faster than headline figures suggest, with international sales up 18% and gross margins improving by 200 basis points excluding accounting effects. Operating margins have benefited from SG&A leverage, though the integration of Nevro, acquired in April 2025, remains a known challenge. Risks include potential under-investment in capital expenditures, conservative guidance, and changes in cash tax rates that could affect free cash flow.
Kenon Holdings Ltd. is benefiting from favorable market conditions in the US PJM energy market and improving margins in its Israeli business through OPC Energy. The company is expanding capacity and margins, supporting long-term growth. It currently ...
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Kraken Robotics, a Canadian marine technology firm, benefits from increasing global defense spending driving demand for autonomous underwater systems. Its acquisition of Covelya broadens its product offerings and customer reach, despite short-term di...
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Keysight Technologies reported a 37% revenue increase and 79% EPS growth in Q3, driven by rising AI-related demand. Orders surpassed $2 billion, supported by a strong backlog and book-to-bill ratio, indicating sustained revenue growth through at leas...
