Rating – MicroVibeNews

星期日, 1月 25, 2026

Novartis: Upside Increasingly Capped, 2026 Will Be A Transition Year (Rating Downgrade)

Novartis: Upside…

UTF: This Fund Should Finally Begin To Outperform The S&P 500 (Rating Upgrade)

UTF: This Fund S…

Bristol Myers Squibb: The Rerating Was Fast – The Proof Will Be Slow (Rating Downgrade)

Bristol Myers Sq…

GM's Durability Discount: The Margin Proof The Market Needs (Rating Upgrade)

GM's Durabi…

ASML Q4 Preview: AI Momentum Beats Rich Valuation (Rating Downgrade)

ASML Q4 Preview:…

Teladoc Health: Why Low Valuation Doesn't Equal A 'Buy' (Rating Downgrade)

Teladoc Health: …

CCIF: NAV Erosion Is Likely To Continue (Rating Downgrade)

CCIF: NAV Erosio…

Monolithic Power Systems Is A Silent Killer (Rating Downgrade)

Monolithic Power…

Franco-Nevada: A High-Quality Compounder Worth Paying Up For (Rating Upgrade)

Franco-Nevada: A…

Lucky Strike Entertainment: Too Uncertain For 2026 (Rating Downgrade)

Lucky Strike Ent…

Parrot: The Stock Lacks Drone Appeal (Rating Downgrade)

Parrot: The Stoc…

KLAC: A Primary Beneficiary Of The AI-Driven Semiconductor CapEx Boom (Rating Upgrade)

KLAC: A Primary …

TG Therapeutics: The "Exit Velocity" You Can't Ignore (Rating Upgrade)

TG Therapeutics:…

VBF: BBB Spreads Are Too Low (Rating Downgrade)

VBF: BBB Spreads…

loanDepot: A 'Buy' With External And Internal Tailwinds (Rating Upgrade)

loanDepot: A �…

Rio Tinto: Valuation Now Full As Merger Noise With Glencore Clouds The Standalone Case (Rating Downgrade)

Rio Tinto: Valua…

BTX: Structural Flaws Cause Underperformance Against Peers (Rating Downgrade)

BTX: Structural …

Vale: Why Valuation Alone No Longer Makes This An Easy Buy (Rating Downgrade)

Vale: Why Valuat…

Macy's: The Price Tag Is No Longer Worth The Risk (Rating Downgrade)

Macy's: The…

Badger Meter: Deserving Of An Upgrade Following A Healthy Value Contraction (Rating Upgrade)

Badger Meter: De…

The Wendy's Company: Valuation Has Priced In The Weak Fundamentals (Rating Upgrade)

The Wendy's…

Invitation Homes: Buy The Trump Dip (Rating Upgrade)

Invitation Homes…