NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

Does Penguin Solutions Offer Value After Its Strong Multi Year Share Price Gains?

If you are wondering whether Penguin Solutions is quietly undervalued or just fairly priced after its latest moves, you are not alone, and that is exactly what we are going to unpack here. The stock now trades around $21.82, with returns of 1.6% over the last week, a small pullback of 2.9% over the last month, but still up 12.9% year to date and 6.1% over the past year, building on a 29.1% gain over three years and 29.5% over five years. Recent price action has been shaped by ongoing...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Is Tradeweb Markets Stock Price Justified After Expansion of Electronic Trading Footprint?

Wondering if Tradeweb Markets at around $107 is a bargain or a bubble? Let us break down what the market is really pricing in and whether that lines up with the underlying business. The stock is down about 1% over the last week, 2.3% over the past month, and roughly 18.5% year to date, but it is still up around 68.6% over three years and 65.3% over five years. Long term holders are still sitting on solid gains. Recent headlines have focused on Tradeweb expanding its electronic trading...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

What FirstCash Holdings (FCFS)'s Broad-Based Earnings Upside Means For Shareholders

Earlier this week, FirstCash Holdings reported a very strong quarter, with accelerating revenue growth and higher earnings across its U.S. and Latin American pawn businesses, complemented by an incremental boost from its newly acquired H&T pawn stores in the U.K. The company also highlighted broad-based strength at American First Finance, where lower loss provisions and improved operating margins drove substantial earnings growth in its retail point-of-sale payment solutions segment. Next,...
NYSE:SPG
NYSE:SPGRetail REITs

Simon Property Group (SPG): Revisiting Valuation After a Recent Pullback in the Share Price

Simon Property Group (SPG) has quietly pulled back over the past month, even as its longer term returns remain solid. That divergence sets up an interesting moment to revisit the REIT’s fundamentals and valuation. See our latest analysis for Simon Property Group. At around $181.05 per share, Simon’s recent pullback sits against a steadier backdrop, with a positive year to date share price return and a strong multi year total shareholder return suggesting longer term momentum remains...
NYSE:BX
NYSE:BXCapital Markets

Is Blackstone (BX) Using AI And Infrastructure Deals To Reframe Its Private Credit Risk Story?

Recently, Blackstone’s CEO Stephen Schwarzman pushed back on concerns that private credit fueled recent auto-sector bankruptcies, while the firm was also reported to be in advanced talks to buy utility-parts maker MacLean Power Systems for over US$4 billion and exploring a majority stake in Indian AI infrastructure startup Neysa at a US$250–300 million valuation. Together, these developments highlight Blackstone’s effort to reassure investors about credit risk while pursuing sizeable deals...
NYSE:TYL
NYSE:TYLSoftware

Tyler Technologies (TYL): Assessing Valuation After Recent Share Price Weakness

Tyler Technologies (TYL) has had a rough stretch lately, with the stock sliding over the past month and past 3 months, even as revenue and net income keep growing at a solid double digit clip. See our latest analysis for Tyler Technologies. The latest slide leaves Tyler’s share price about $453, and while the year to date share price return has been weak, the three year total shareholder return still reflects meaningful compounding, suggesting momentum has cooled rather than disappeared. If...
NYSE:POR
NYSE:PORElectric Utilities

Is Portland General Electric Still Attractive After 12% Gain and Cash Flow Concerns?

If you are wondering whether Portland General Electric is quietly trading below its true value, or if the recent run up has already priced in the upside, you are in the right place to unpack what the numbers really say. The stock is up 11.6% year to date and 40.4% over five years, but its recent 1 year gain of 12.0% has cooled a little in the last week and month with returns of -2.3% and -1.4% respectively, hinting that sentiment might be pausing for breath. Investors have been reacting to a...
NYSE:BKH
NYSE:BKHIntegrated Utilities

How Investors Are Reacting To Black Hills (BKH) Securing New Gas Rates And Safety Rider Renewal

Black Hills Corp. recently secured Nebraska regulators’ approval for new natural gas base rates that add about US$42.4 million in annual revenue and renew a five‑year System Safety and Integrity Rider, while also filing in Arkansas for US$29.4 million in additional annual revenue tied to US$147 million of pipeline investments. Together, these moves highlight how Black Hills is using regulatory settlements and rate cases to align its gas infrastructure spending with long-term,...
NYSE:EPR
NYSE:EPRSpecialized REITs

Should EPR’s (EPR) US$400 Million ATM And Golf Push Require Action From Investors?

EPR Properties recently expanded its portfolio through the completed acquisition and leaseback of a five-property championship golf course portfolio in Dallas and the Ocean Breeze Water Park in Virginia Beach, representing US$113 million of investments at a blended cap rate of 8.6% and lifting expected 2025 investment spending to about US$285 million. A day later, the company filed for a US$400 million at-the-market follow-on equity offering, highlighting its intention to fund further...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Apple Hospitality REIT (APLE): Valuation Check After Strong Q3 RevPAR and Occupancy Update

Apple Hospitality REIT (APLE) just refreshed investors on its November 2025 hotel performance, reporting third quarter RevPAR of $124 and 76% occupancy. Both figures were above industry averages, putting its long running share slump in sharper context. See our latest analysis for Apple Hospitality REIT. Yet the share price tells a more cautious story. An around 23% year to date share price return and roughly 23% one year total shareholder return are both in negative territory, leaving long...
NYSE:EFC
NYSE:EFCMortgage REITs

Is It Too Late To Consider Ellington Financial After Its Strong 2025 Share Price Rally?

If you are wondering whether Ellington Financial still offers good value after a strong run, or if most of the upside is already priced in, this article will walk you through what the numbers indicate. The stock has climbed 24.1% over the last year and is up 11.6% year to date, even after a mild 0.8% pullback over the last week and a steady 2.2% gain over the past month. Recent headlines have focused on Ellington Financial’s active portfolio repositioning and capital allocation moves. These...
NasdaqGS:ANDE
NasdaqGS:ANDEConsumer Retailing

Is Andersons (ANDE) Reframing Its Long-Term Story Around Renewables And Resilient Grain Cycles?

The Andersons, Inc. held its Investor Day in New York City on December 9, 2025, where senior leaders outlined the company’s strategic growth plan, financial outlook, and approach to creating long-term shareholder value, with the event webcast to a wider investment audience. A key feature of the event was management’s detailed discussion of how its renewable fuels, grain operations, and sustainability initiatives are intended to support more durable performance across economic and commodity...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Fifth Third Bancorp (FITB): Assessing Valuation After Steady Multi‑Year Shareholder Returns

Fifth Third Bancorp (FITB) has quietly outperformed many regional peers this month, with shares edging higher as investors reward its steady revenue and net income growth while still pricing in some macro uncertainty. See our latest analysis for Fifth Third Bancorp. Zooming out, Fifth Third’s roughly 7 percent year to date share price return and strong three year total shareholder return near 60 percent signal that underlying momentum is still very much intact, even if the latest move has...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Assessing Advanced Energy Industries (AEIS) Valuation After a 92% Year-to-Date Share Price Surge

Advanced Energy Industries (AEIS) has quietly delivered a strong run, with the stock up roughly 92% year to date and nearly 88% over the past year, driven by solid revenue and earnings growth. See our latest analysis for Advanced Energy Industries. At a share price of $221.27, the stock’s strong 90 day share price return of 38.71 percent and powerful three year total shareholder return of 138.12 percent signal momentum that investors are increasingly willing to pay up for. If AEIS’s run has...
NYSE:KKR
NYSE:KKRCapital Markets

KKR (KKR): Valuation Check After Major AI Security and Data Center Investments

KKR (KKR) has jumped back onto investors radar after leading a $700 million round in identity security firm Saviynt and striking a multibillion dollar data center deal with Compass Datacenters, both tightly linked to accelerating AI demand. See our latest analysis for KKR. The flurry of AI infrastructure and cybersecurity deals seems to be resonating with investors, with KKR’s 1 month share price return of 13.05 percent lifting the stock off its year to date and 1 year lows. This comes even...
NYSE:ICE
NYSE:ICECapital Markets

Has ICE’s Strong Multi Year Runway Left Much Upside at $158 a Share in 2025?

Wondering if Intercontinental Exchange at around $158 a share is still a smart buy, or if the easy money has already been made? You are not alone in asking whether the current price really reflects its long term potential. The stock has edged up 0.7% over the last week and 5.7% in the past month, building on a solid 57.6% three year gain and 50.9% over five years. Even though the one year return sits at a modest 1.0%, year to date it is up 5.8%. Behind those moves, investors have been...
NYSE:HPQ
NYSE:HPQTech

Is HP (HPQ) Quietly Undervalued? Reassessing the Tech Hardware Stock’s Recent Performance and Long‑Term Prospects

HP (HPQ) has been drifting rather than sprinting this year, but its recent share performance is still giving investors fresh data to work with, especially after a choppy stretch in tech hardware. See our latest analysis for HP. Despite the latest uptick, HP’s 90 day share price return of negative 10.44 percent and one year total shareholder return of negative 24.19 percent suggest momentum has been fading. However, the five year total shareholder return of 23.96 percent shows longer term...
NYSE:DLR
NYSE:DLRSpecialized REITs

Digital Realty (DLR): Valuation Check After Earnings Beat, Raised Guidance and AI Data Center Expansion

Digital Realty Trust (DLR) just delivered better than expected earnings and raised its full year guidance, a timely update as it pours capital into AI ready data centers and deepens partnerships such as its new Oracle Cloud connectivity in Singapore. See our latest analysis for Digital Realty Trust. Those stronger earnings and fresh Oracle initiatives come after a choppy stretch, with the share price down 8.05% year to date. Yet a 62.91% three year total shareholder return shows long term...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Is It Too Late To Consider Woodward After Its Strong Multi Year Share Price Surge?

Wondering if Woodward is still worth buying after its big run up, or if you are late to the party? This breakdown will walk you through what the current price really implies. The stock has cooled slightly over the last week, down 1.3%, but it is still up 6.0% over 30 days, 67.9% year to date and 61.1% over the last year. Gains of 208.3% over 3 years and 155.7% over 5 years have reshaped how the market sees its growth and risk profile. Investors have been reacting to a steady drumbeat of...
NYSE:DDD
NYSE:DDDMachinery

Why 3D Systems (DDD) Is Down 13.2% After Dilutive Debt-for-Equity Swap to Preserve Liquidity

3D Systems recently agreed to exchange about US$30.8 million of its 0% Convertible Senior Notes due 2026 for approximately 16.6 million shares of common stock in privately negotiated deals, leaving roughly US$3.9 million of these notes outstanding and securing amendments that ease cash balance restrictions on its 2030 secured notes. This move trades reduced near-term debt obligations and greater balance-sheet flexibility for meaningful shareholder dilution and no cash inflow, underscoring...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Why Federal Home Loan Mortgage (FMCC) Is Up 5.0% After Michael Burry’s Fannie-Freddie Bet Shift

In recent days, investor Michael Burry disclosed sizable personal stakes in Fannie Mae and Freddie Mac, arguing that a future relisting and IPO could transform the government-controlled mortgage giants into more conventional, publicly traded franchises once legal and regulatory constraints ease. His high-profile vote of confidence has sharpened focus on how Freddie Mac’s multifamily securitization engine and potential exit from conservatorship could reshape its role in US housing...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

The Bull Case For Lattice Semiconductor (LSCC) Could Change Following New US$250 Million Buyback Authorization

Earlier this month, Lattice Semiconductor Corporation announced a new share repurchase program authorizing up to US$250 million of buybacks with no set expiration date. This open-ended authorization can influence capital allocation, potentially affecting earnings per share and the balance between growth investment and shareholder returns. Next, we'll examine how this open-ended US$250 million buyback authorization may reshape Lattice Semiconductor's investment narrative and risk-reward...
NYSE:ABG
NYSE:ABGSpecialty Retail

Assessing Asbury Automotive Group’s Valuation as Long-Planned CEO Succession to Daniel Clara Takes Shape

Asbury Automotive Group (ABG) just put its long running succession plan into motion, confirming that veteran CEO David Hult will shift to Executive Chairman while COO Dan Clara takes over as President and CEO after the 2026 meeting. See our latest analysis for Asbury Automotive Group. The leadership handover lands at a time when Asbury’s share price has been treading water near $237.78, with a modest 1 month share price return but a much stronger 3 year total shareholder return. This suggests...
NYSE:INGR
NYSE:INGRFood

Has Ingredion’s 2024 Share Price Slide Created a Long Term Opportunity?

If you have been wondering whether Ingredion at around $106 a share is a bargain or a value trap, you are not alone. This article is designed to walk you through that question step by step. The stock is down 2.4% over the last week and 1.1% over the last month. More notably, it has slid 22.1% year to date and 24.6% over the past year, even though the 3 year and 5 year returns are still up 15.1% and 52.6% respectively. Recently, investors have been digesting a mix of macro headlines around...