NYSE:ASH
NYSE:ASHChemicals

Ashland (ASH): Reassessing Valuation After Major Investor Discloses 5.7% Stake and Fuels Bullish Sentiment

Ashland (ASH) just caught investors attention after a major investment firm disclosed a 5.7% stake, a clear vote of confidence that sent the stock sharply higher and ignited fresh debate around its outlook. See our latest analysis for Ashland. That stake disclosure lands on top of a surprisingly strong near term run, with a 7 day share price return of 10.76 percent and 30 day share price return of 15.47 percent, even though the year to date share price return and 1 year total shareholder...
NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

Evaluating SBA Communications (SBAC) Valuation After Strong Q3 Beat, Tower Acquisitions and Buybacks

SBA Communications (SBAC) just posted third quarter numbers that topped expectations, with adjusted funds from operations up and revenue climbing 10% year over year, supported by new tower acquisitions and an active buyback program. See our latest analysis for SBA Communications. Even with this accelerating tower acquisition pipeline and steady AFFO growth, momentum in the shares has been soft. The latest share price is $189.58 and the 1 year total shareholder return is negative 12.20...
NYSE:KNX
NYSE:KNXTransportation

Knight-Swift (KNX) Valuation Check After Recent Share Price Rebound

Knight-Swift Transportation Holdings (KNX) has quietly put together a solid run, with the stock up about 12% in the past week and nearly 19% over the past 3 months, catching investors attention. See our latest analysis for Knight-Swift Transportation Holdings. That short term momentum in the share price, including a 15 percent 30 day share price return, contrasts with a slightly negative year to date share price return and a one year total shareholder return of around negative 6 percent. This...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

Did Moody’s Upgrade and Marriott Capital Pact Just Shift Host Hotels & Resorts’ (HST) Investment Narrative?

In recent months, Host Hotels & Resorts reported stronger-than-expected quarterly results, agreed a US$300–US$350 million capital program with Marriott through 2029, and received a credit rating upgrade from Moody’s to Baa2 with a stable outlook. These developments, alongside continued portfolio reshaping in luxury and upper-upscale assets, highlight how balance sheet strength is underpinning Host’s reinvestment plans and long-term positioning in premium lodging. We’ll now explore how...
NYSE:ALL
NYSE:ALLInsurance

Allstate (ALL): Reassessing Valuation After Strong Q3 2025 Earnings Beat and Improved Auto Insurance Trends

Allstate (ALL) is back in the spotlight after its third quarter 2025 earnings came in well ahead of Wall Street forecasts, with stronger profits and revenue supported by healthier personal auto claims trends. See our latest analysis for Allstate. Even after the Q3 beat and stronger personal auto trends, the stock has cooled off a bit, with recent weakness in the 7 day share price return offset by a modestly positive year to date move and a solid multi year total shareholder return. This...
NasdaqGS:UTHR
NasdaqGS:UTHRBiotechs

How Investors Are Reacting To United Therapeutics (UTHR) Q3 Growth, 2027 Outlook and Insider Selling

In late November 2025, United Therapeutics reported a 7% year-over-year revenue increase in its third-quarter fiscal 2025 results, alongside advancing clinical trials and guidance for up to US$4.00 billion in revenue by 2027, while also seeing heightened institutional demand and bullish investor inflows. Around the same time, company officer Martine A. Rothblatt sold 8,000 shares for about US$3.89 million, adding an insider activity lens to an otherwise growth-focused story. We’ll now...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

Assessing Exponent (EXPO) Valuation After a Year-to-Date Share Price Decline

Exponent (EXPO) has been lagging the broader market this year, and that underperformance is grabbing attention. With shares down about 17 % year to date, investors are reassessing what they are really paying for. See our latest analysis for Exponent. The recent drift lower in the share price, including a roughly 22% one-year total shareholder return decline, suggests momentum is fading as investors question how much they should pay for Exponent’s steady but unspectacular growth profile. If...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

Northwest Bancshares (NWBI) Valuation After Mixed Q3 Results and Insider Share Purchase

Northwest Bancshares (NWBI) just delivered a mixed third quarter, with revenue topping forecasts while earnings per share lagged. A director quietly bought 1,500 shares, a combination that deserves a closer look. See our latest analysis for Northwest Bancshares. Those mixed results and the director’s recent share purchase come after a choppy run, with the latest 1 month share price return of 1.50% contrasting with a weaker year to date share price performance and a more reassuring 5 year...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

News Corp (NWSA): Revisiting Valuation After a Renewed $1 Billion Share Buyback Authorization

News (NWSA) has extended its authorization to repurchase up to $1 billion of its Class A and Class B shares, which indicates that management sees long term value in the current stock price. See our latest analysis for News. That confidence is coming after a choppy stretch, with the share price at $26.04 and a weak 90 day share price return contrasting with a strong three year total shareholder return that still points to solid long term momentum. If this buyback has you revisiting the media...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

StepStone Group (STEP) Valuation Check as Lindsay Creedon Takes Future Private Equity Helm

StepStone Group (STEP) just laid out its next chapter in private equity leadership, naming longtime partner Lindsay Creedon as Head of Private Equity starting January 2026, while CEO Scott Hart stays closely involved. See our latest analysis for StepStone Group. The leadership shuffle lands at a time when the stock is trading around $62.85, with modest positive short term share price returns but a standout three year total shareholder return of 137.02 percent, suggesting longer term momentum...
NYSE:XHR
NYSE:XHRHotel and Resort REITs

Xenia’s Completed Buybacks and RevPAR Strength Might Change The Case For Investing In Xenia Hotels & Resorts (XHR)

Xenia Hotels & Resorts recently completed a long-running share repurchase program launched in 2015, retiring about 28.23 million shares for US$377.5 million, after buying back a further 3.72 million shares between July and early December 2025. Alongside these repurchases, the company reported that its hotels delivered solid RevPAR gains and a stronger 2026 group bookings pace, with non-rooms revenue again expected to grow faster than rooms revenue. We will now examine how Xenia’s robust...
NYSE:BK
NYSE:BKCapital Markets

Bank of New York Mellon (BK): Assessing Valuation After Recent Share Price Strength

Bank of New York Mellon (BK) has quietly put together the kind of performance long term investors appreciate, with the stock up roughly 5% over the past month and nearly 10% in the past 3 months. See our latest analysis for Bank of New York Mellon. That steady climb sits on top of a much stronger backdrop, with a year to date share price return north of 45% and multi year total shareholder returns comfortably outpacing the broader financials sector. This suggests momentum is still firmly on...