Skip to content
Investomania
  • Latest Market News
  • Opinion & Analysis
Trending Topics:
  • #FTSE 100

Opinion & Analysis

Read sharp opinion pieces, stock picks, and in-depth analysis on markets and company shares. Independent views and commentary on the insights that matter.

Sainsbury’s shares jumped 14% in a week – here’s what actually beat forecasts

July 2, 2026

Sainsbury’s shares jumped sharply after beating lowered forecasts, but unchanged profit guidance and slowing underlying sales growth argue for caution.

Categories Opinion & Analysis Tags Sainsbury's

Action’s sales beat lifts 3i Group shares – but can the rally hold?

June 26, 2026

Action’s stronger trading update lifted 3i shares this week, but heavy reliance on one retailer keeps the investment case finely balanced.

Categories Opinion & Analysis Tags 3i Group

Why easyJet keeps saying no to a £4.7bn suitor

June 23, 2026

EasyJet rejected three Castlelake bids as opportunistic, but widening H1 losses and fuel cost pressure leave the valuation case finely balanced.

Categories Opinion & Analysis Tags easyJet

Rathbones shares have crashed 19% – is the FCA fallout a buying opportunity?

June 21, 2026

After Rathbones shares sank on FCA remediation news, insider buying, a 6% yield and valuation discount point to a bullish recovery case.

Categories Opinion & Analysis Tags Rathbones Group

Tesco shares fell on this trading update – so why are some analysts still bullish?

June 21, 2026

Tesco’s Q1 sales missed UK consensus and the shares fell on the news, leaving a harder case for renewed optimism despite buybacks continuing.

Categories Opinion & Analysis Tags Tesco

SpaceX Is Trading Today – But What Exactly Are Investors Actually Buying?

June 21, 2026June 12, 2026

SpaceX’s record $1.77 trillion IPO prices in decades of unproven growth across AI, defence, and space simultaneously.

Categories Opinion & Analysis

Why Persimmon Shares Are Waiting on Rates, Not Results

June 7, 2026

Persimmon shows strong earnings and sales growth, but rate expectations and affordability pressures keep shares subdued.

Categories Opinion & Analysis Tags Persimmon

Raspberry Pi Stock Has Tripled This Year. Is the Valuation Now Too Hot?

June 7, 2026

Raspberry Pi’s earnings momentum is real, but at 1,034p the shares are priced well beyond what three analysts think they are worth.

Categories Opinion & Analysis Tags Raspberry Pi

CMC Markets Shares Have Doubled in Seven Months. Is the Easy Money Gone?

June 7, 2026June 6, 2026

CMC’s strong FY26 results and bold FY27 guidance are impressive, but the shares have sprinted well ahead of where analysts sat just days ago.

Categories Opinion & Analysis Tags CMC Markets

B&M just surged 17%. The numbers say it shouldn’t have

June 7, 2026June 6, 2026

B&M’s post-results bounce reflects relief, not conviction, as the discount retailer enters another year of costly rebuilding.

Categories Opinion & Analysis Tags B&M

Could Marks & Spencer shares climb from here?

June 3, 2026June 1, 2026

Marks and Spencer’s cyber attack scarred last year’s numbers, but the underlying business looks stronger than the current share price implies.

Categories Opinion & Analysis Tags Marks & Spencer

SSE Delivers Earnings Beat But Market Focus Remains on Valuation

June 7, 2026May 30, 2026

SE beat expectations, raised its dividend and investment plans, but shares fell as valuation concerns dominated.

Categories Opinion & Analysis Tags SSE

Why smart investors are staying out of Pets at Home right now

May 27, 2026

Pets at Home shares rally on genuine retail progress, yet at 199.80p the market is underpricing the risk that stabilisation proves temporary.

Categories Opinion & Analysis Tags Pets At Home

Could easyJet shares recover after a 26% slump?

May 26, 2026May 26, 2026

easyJet shares down 26% YTD despite strong holidays growth and improved load factors.

Categories Opinion & Analysis Tags easyJet

Has the Rolls-Royce rally peaked?

May 21, 2026

Rolls-Royce shares are up 85% in a year, but with valuations near record highs, expectations now leave little room for mistakes.

Categories Opinion & Analysis Tags Rolls-Royce

After losing a quarter of its value, is 3i Group now the bargain?

May 23, 2026May 19, 2026

3i Group delivered 22% returns and 19% NAV growth, yet shares fell 17% on results day after Action’s like-for-like sales growth halved.

Categories Opinion & Analysis Tags 3i Group

Why Barclays still looks undervalued despite rising credit risks

May 18, 2026

Barclays combines strong capital returns, resilient trading income and cheap valuation, though rising impairments remain an uncomfortable warning signal.

Categories Opinion & Analysis Tags Barclays

Have NatWest Shares Hit a Wall?

May 23, 2026May 18, 2026

NatWest’s Q1 impairment spike and weaker macro outlook expose margin pressure, making the pricey Evelyn deal harder to justify in a slowdown.

Categories Opinion & Analysis Tags Natwest

Can Vodafone’s German turnaround justify a further rally?

May 18, 2026May 17, 2026

Strong FY26 results and German recovery show promise, but stretched valuation and analyst caution suggest gains may already be priced in.

Categories Opinion & Analysis Tags Vodafone

At 240p and a seven-year high, BT is pricing in a turnaround it hasn’t finished delivering

May 13, 2026

The shares are up 20% since January and 140% off their 2024 low. Full-year results on 21 May will show whether the numbers are catching up with the share price – or whether they are still some way behind.

Categories Opinion & Analysis Tags BT Group

Why Microsoft is Starving the Cloud to Feed the Machine

February 3, 2026January 31, 2026

Microsoft is sacrificing short-term cloud growth to fund internal AI dominance, sparking a $357 billion sell-off.

Categories Opinion & Analysis Tags Microsoft

UK Investors Are Searching to buy Gold as Prices continue to Climb

January 15, 2026January 15, 2026

Gold hits $4,600 and in the UK searches for buying gold surge, pushing $5,000 target talk.

Categories Opinion & Analysis Tags Gold

Silver Climbs to $80: Opportunity or Danger Zone?

January 8, 2026January 8, 2026

Silver has surged 160% due to US-Venezuela tensions, hitting $80/oz amid massive industrial supply deficits.

Categories Opinion & Analysis Tags Silver

Why Fresnillo is the FTSE’s Most Dangerous Winner

January 2, 2026

Fresnillo’s 410% surge, fueled by $80 silver, transforms the miner from cyclical laggard to industrial powerhouse.

Categories Opinion & Analysis Tags Fresnillo

Top Forex Performers of 2025: The Dollar’s Fall From Grace

March 30, 2026December 30, 2025

2025’s FX market saw a global dollar retreat, fueling major gains for the euro and ruble.

Categories Opinion & Analysis Tags Forex

2025 Stock Market Review: Europe Surges While US Tech Slows

December 30, 2025December 30, 2025

European markets outperformed the US in 2025 as AI bubble fears drove a value-focused rotation.

Categories Opinion & Analysis Tags FTSE 100, S&P 500

The Top ETFs of 2025: Where Investors Found Real Returns

December 29, 2025December 29, 2025

Silver, gold, platinum, and international ETFs delivered the highest returns of 2025 for investors.

Categories Opinion & Analysis Tags ETFs

Rockhopper’s 162% Rally: Momentum Play or Long-Term Value?

December 25, 2025

Rockhopper shares have soared 162% YTD, driven by Sea Lion oil project milestones and strong institutional backing.

Categories Opinion & Analysis Tags Rockhopper

Rolls-Royce Share Price Doubled in 2025, Making It the FTSE 100’s Top Performer

December 24, 2025December 24, 2025

Rolls-Royce dominated the 2025 FTSE 100 as its share price doubled, fuelled by record flying hours.

Categories Opinion & Analysis Tags Rolls-Royce

The 63% comeback: Alphabet silences the AI doubters

December 23, 2025December 23, 2025

Alphabet climbs 63%, outpacing Nvidia as Gemini 3 dominates AI, with data centre costs looming.

Categories Opinion & Analysis Tags Alphabet

Is Nvidia still a buy as 2026 approaches?

December 22, 2025

Nvidia faces tougher competition, but strong earnings, falling valuation and huge AI demand still support long-term buyers.

Categories Opinion & Analysis Tags Nvidia

Tesla’s $1 Trillion Pay Deal Proves One Thing – Musk Calls the Shots

November 7, 2025

Elon Musk secures a $1tn Tesla pay deal, proving once again that limits don’t apply.

Categories Opinion & Analysis Tags Tesla

Will Bitcoin Sprint to $500K While Gold Crawls to $10K?

December 23, 2025October 24, 2025

Bitcoin is a speculative speedboat heading for $500K; Gold is a $10K asset class ocean liner.

Categories Opinion & Analysis Tags Bitcoin, Cryptocurrencies, Gold

How High Can Lloyds Shares Go?

August 23, 2025

Lloyds shares rally on upgrades and insider buying, but risks remain tied to UK economic conditions.

Categories Opinion & Analysis Tags Lloyds Banking Group

IAG’s Stock Has Soared 126% – is it still cheap?

August 20, 2025August 7, 2025

IAG shares soar on strong results, undervalued valuation, and Iberia’s ambitious long-term profit growth.

Categories Opinion & Analysis Tags IAG

Greggs Shares Have Taken a Hit but The Upside Could Be Sweet

August 20, 2025July 11, 2025

Greggs shares have fallen sharply as hot weather hits sales, but long-term growth and value remain intact.

Categories Opinion & Analysis Tags Greggs

The Market’s Betting on a Burberry Turnaround. Should You?

August 20, 2025July 8, 2025

Burberry rebounds strongly, but investors must weigh whether the underlying business challenges have truly shifted.

Categories Opinion & Analysis Tags Burberry

Cash ISAs Under Threat: What It Means for Savers and Investors

August 20, 2025July 3, 2025

Chancellor Rachel Reeves plans to cut cash ISA allowances to encourage investment, risking backlash from cautious savers seeking security.

Categories Opinion & Analysis

Is Sainsbury’s Share Price Ready to Break Out

August 20, 2025July 3, 2025

Sainsbury’s shows sales growth and market share gains, but uncertain profits and thin dividend cover raise questions about share price upside.

Categories Opinion & Analysis Tags Sainsbury's

Barclays, Lloyds, HSBC, Natwest – Which Shares Deserve Your Money?

August 20, 2025June 29, 2025

Lloyds, Barclays, HSBC, and Metro Bank offer varying risks and rewards; best value depends on your appetite for income versus growth.

Categories Opinion & Analysis Tags Barclays, HSBC, Lloyds Banking Group, Natwest
Older posts
Page1 Page2 Next →
Load More

Opinions & Analysis

Sainsbury’s shares jumped 14% in a week – here’s what actually beat forecasts

July 2, 2026


Action’s sales beat lifts 3i Group shares – but can the rally hold?

June 26, 2026


Why easyJet keeps saying no to a £4.7bn suitor

June 23, 2026


Rathbones shares have crashed 19% – is the FCA fallout a buying opportunity?

June 21, 2026


Tesco shares fell on this trading update – so why are some analysts still bullish?

June 21, 2026


Most Read

1

Vodafone lifts FTSE 100 as takeover bids drive trading

July 11, 2026

2

AstraZeneca slump weighs on FTSE 100

July 9, 2026

3

FTSE 100 edges higher as Shell offsets technology sell-off and mining losses

July 7, 2026

4

FTSE 100 slumps as Middle East tensions flare

July 8, 2026

5

FTSE 100 Slips as AstraZeneca and Gold Miners Offset Early Optimism

July 6, 2026

  • About
  • Disclaimer
  • Contribute
  • Privacy Policy
  • Terms & Conditions
  • Contact
© 2026 Investomania.
Next Page »