NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit’s First Profitable Quarter and Australian Legal Battle Altering The Investment Case For Reddit (RDDT)?

In Q3 2025, Reddit turned profitable with US$163 million in net income on US$585 million in revenue as advertising and margins improved, while simultaneously filing a High Court challenge to Australia’s new under-16 social media ban on the grounds of privacy and implied political communication rights. This combination of stronger financial performance and a high-profile legal fight in one of Reddit’s key international markets highlights how growth ambitions and regulatory risk are...
NYSE:PEG
NYSE:PEGIntegrated Utilities

Public Service Enterprise Group (PEG): Evaluating Valuation After Dividend Growth Milestone and New 5‑Year Investment Plan

Public Service Enterprise Group (PEG) is back on income investors radar after being highlighted in retirement focused energy stock lists, thanks to its 14 year dividend growth streak and sizable 5 year capital investment plan. See our latest analysis for Public Service Enterprise Group. Despite the spotlight from retirement focused lists and its latest $0.63 quarterly dividend declaration, PEG shares have eased back recently, with a year to date share price return of negative 7.2 percent...
NYSE:LOAR
NYSE:LOARAerospace & Defense

Loar Holdings (LOAR): Reassessing Valuation After Record Q3, New Buy Ratings and Expanded Credit Capacity

Loar Holdings (LOAR) just gave investors a fresh data point to consider by pairing a larger delayed draw term loan commitment with record third quarter sales and positive new Wall Street coverage. See our latest analysis for Loar Holdings. Despite the fresh optimism, Loar’s 1 year total shareholder return of minus 10.02 percent and year to date share price return of minus 3.53 percent show that longer term momentum has been soft. However, a 7 day share price return of 5.23 percent hints that...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

Assessing ON Semiconductor (ON) Valuation After Its Recent Share Price Rebound

Why ON Semiconductor stock is back on investors radar ON Semiconductor (ON) has quietly put together a solid run, with the stock up roughly 16% over the past month even though it is still down for the year. See our latest analysis for ON Semiconductor. That recent 15.6% 1 month share price return has started to chip away at ON Semiconductor’s 9.3% year to date share price decline. However, the 1 year total shareholder return of negative 16.6% shows sentiment is only tentatively improving. If...
NasdaqGS:ATLC
NasdaqGS:ATLCConsumer Finance

Atlanticus Holdings (ATLC): Reassessing Valuation After Cost-Cutting $750 Million Refinancing Deal

Atlanticus Holdings (ATLC) just refinanced a $750 million term securitization through its Mercury subsidiaries, locking in a new three year bond structure that cuts the coupon by over 200 basis points and immediately lowers funding costs. See our latest analysis for Atlanticus Holdings. The refinancing news lands against a backdrop of strong momentum, with a 1 month share price return of 29.17% and year to date share price gains of 21.75%. The 3 year total shareholder return of 154.36% points...
NYSE:EXPD
NYSE:EXPDLogistics

Expeditors (EXPD): Reassessing Valuation After Better‑Than‑Expected Q3 Results and Strong Share Price Momentum

Expeditors International of Washington (EXPD) heads into its December 8 Virtual Access Day following a stronger than expected Q3, where both revenue and earnings topped forecasts and pushed the stock sharply higher. See our latest analysis for Expeditors International of Washington. That upside surprise has capped a strong run, with the share price now at $153.02 and a roughly 24% 3 month share price return, signalling that momentum has been building on top of a solid 1 year total shareholder...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Domino’s (DPZ): Assessing Valuation After Recent Share Price Momentum Rebuild

Domino's Pizza (DPZ) has quietly outperformed the broader market over the past month, with shares up about 6% even as the stock remains slightly negative year to date and over the past year. See our latest analysis for Domino's Pizza. That 5.97% 1 month share price return, despite a slightly negative year to date move and a 1 year total shareholder return of minus 5.3%, suggests momentum is starting to rebuild as investors warm to Domino's recent growth and margin improvements. If Domino's...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

How Investors Are Reacting To Tractor Supply (TSCO) Earnings Beat And Potential Regulatory Tailwinds

In the past few days, Tractor Supply has been in focus after reporting third‑quarter earnings that slightly exceeded Wall Street’s profit expectations while revenue matched forecasts. At the same time, comments from U.S. President Donald Trump criticizing high farm equipment costs and pledging looser environmental rules for manufacturers have raised questions about how regulatory shifts could affect Tractor Supply’s supplier costs and product mix. We’ll now examine how Trump’s comments on...
NYSE:WH
NYSE:WHHospitality

Wyndham Hotels & Resorts (WH): Evaluating Valuation After AI Voice Rollout and New Udaipur Flagship Opening

Wyndham Hotels & Resorts (WH) just doubled down on two fronts that actually move the needle for investors, rolling out AI Voice across its global network while opening the flagship Wyndham Grand Udaipur Fatehsagar Lake in India. See our latest analysis for Wyndham Hotels & Resorts. Those moves come after a tougher stretch for the stock, with a 1 year to date share price return of negative 24.16 percent and a 1 year total shareholder return of negative 25.9 percent. Even so, the 5 year total...
NYSE:CHH
NYSE:CHHHospitality

How Investors Are Reacting To Choice Hotels (CHH) Dividend, Analyst Upgrades and African Expansion Plans

Choice Hotels International, Inc. recently declared a quarterly cash dividend of US$0.2875 per share, payable on January 15, 2026, to shareholders of record as of January 2, 2026. This dividend affirmation comes alongside fresh analyst upgrades and new African franchise expansion plans, underscoring management’s focus on international growth and shareholder returns. We’ll now explore how the African expansion plans and renewed analyst interest interact with Choice Hotels’ existing investment...
NYSE:CLH
NYSE:CLHCommercial Services

Clean Harbors (CLH): Valuation Check After $110 Million PFAS Water Filtration Win at Pearl Harbor-Hickam

Clean Harbors (CLH) just landed a meaningful operational win, securing $110 million in PFAS water filtration contracts at Joint Base Pearl Harbor Hickam, where it will now treat roughly 4.2 million gallons daily. See our latest analysis for Clean Harbors. The deal slots neatly into a solid year for Clean Harbors, with a 16.6% 1 month share price return helping lift the stock to $241.7, while a 3 year total shareholder return above 100% suggests momentum is still broadly intact despite a...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

Sportradar Group (NasdaqGS:SRAD): Revisiting Valuation After S&P Credit Upgrade and Growth-Focused Acquisition

Sportradar Group (NasdaqGS:SRAD) just picked up an S&P Global Ratings upgrade to BB from BB minus, a vote of confidence tied to its IMG Arena acquisition and disciplined balance sheet. See our latest analysis for Sportradar Group. That stronger credit profile sits against a mixed backdrop, with the latest share price at $23.14 and a roughly 32.7% year to date share price return, but a weaker 90 day share price return signaling that momentum has cooled, even as the three year total shareholder...
NYSE:DV
NYSE:DVMedia

DoubleVerify (DV): Evaluating Valuation After New TikTok Attention-Measurement Partnership

DoubleVerify Holdings (DV) is in focus after expanding its DV Authentic Attention product to TikTok, creating the first badged attention measurement partnership on the platform with direct impression level signals for advertisers. See our latest analysis for DoubleVerify Holdings. Despite this TikTok partnership and a recent senior hire from TikTok to lead EMEA, DoubleVerify’s 1 year total shareholder return of -45.37 percent and year to date share price return of -42.99 percent show...
NasdaqGS:IMVT
NasdaqGS:IMVTBiotechs

Immunovant (IMVT): Reassessing Valuation After $550 Million Follow-On Offering for IMVT-1402 Launch

Immunovant (IMVT) just raised roughly $550 million in a follow on stock offering, selling 26.2 million shares at $21 each. This gives the company more breathing room heading into a potential IMVT-1402 launch. See our latest analysis for Immunovant. The raise comes as momentum in Immunovant’s share price has picked up again, with a 90 day share price return of more than 50 percent even though 1 year total shareholder return remains negative. If you are weighing Immunovant’s funding boost...
NYSE:NTST
NYSE:NTSTRetail REITs

Did NETSTREIT’s 99.9% Occupancy and Low Leverage Just Recast NTST’s Income-Resilience Story?

On December 8, 2025, NETSTREIT Corp released an investor presentation highlighting its 99.9% occupancy rate, 9.9-year weighted average lease term, and balance sheet with low leverage and no intermediate-term debt maturities. This combination of near-full occupancy and limited refinancing needs underscores NETSTREIT’s focus on stable, long-duration cash flows and financial flexibility. We’ll now explore how NETSTREIT’s long lease terms and reduced refinancing risk may influence its existing...
NYSE:BFH
NYSE:BFHConsumer Finance

Is Bread Financial (BFH) Still Undervalued After Its Recent Share Price Rally?

Bread Financial Holdings (BFH) has caught investors attention after a steady climb, with the stock up about 23% year to date and roughly 17% over the past month. Those gains invite a closer look. See our latest analysis for Bread Financial Holdings. The recent upswing fits into a broader recovery story, with a roughly 23% year to date share price return and a near doubling in three year total shareholder return. This suggests momentum is building as markets reassess its risk profile. If Bread...
NYSE:DECK
NYSE:DECKLuxury

Is Deckers Outdoor Now an Opportunity After a 50% Slide and Modest Valuation Discount?

If you are wondering whether Deckers Outdoor is a beaten down bargain or a value trap, you are in the right place. We are going to unpack what the current price is really implying. The stock has bounced about 5.3% over the last week and 22.5% over the past month, but that is still against a bruising year to date slide of roughly 50.4% and a 50.2% drop over the last 12 months, on the back of what had been strong 3 and 5 year gains of 61.1% and 102.1% respectively. Recent headlines have...
NYSE:HASI
NYSE:HASIDiversified Financial

How Investors May Respond To HASI Expanding Its Revolving Credit Facility To $1.65 Billion

Earlier this week, HA Sustainable Infrastructure Capital, Inc. executed a fourth amendment to its credit agreement, expanding its revolving credit facility by US$100 million to US$1.65 billion through the accordion feature. This larger credit line increases the firm’s financial flexibility to fund climate-positive infrastructure projects while addressing investor focus on its already high leverage. We’ll now explore how this expanded revolving credit capacity shapes HA Sustainable...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify’s New AI Commerce Ecosystem Might Change The Case For Investing In Shopify (SHOP)

Earlier this week, Shopify launched its Winter ’26 Edition, rolling out more than 150 updates including AI-powered tools, the Shopify Product Network, and Agentic Storefronts that let merchants sell directly inside AI platforms like ChatGPT, Perplexity, and Microsoft Copilot. These releases deepen Shopify’s role at the center of merchants’ operations by linking catalog discovery, cross-merchant product recommendations, and AI-driven shopping into a single, tightly integrated commerce...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA): Reassessing Valuation After Strong Q3 Beat and Raised Revenue Guidance

Okta (OKTA) just delivered an earnings double punch, topping expectations for its third quarter and then raising revenue guidance for both the coming quarter and fiscal 2026, giving investors fresh numbers to reassess the stock. See our latest analysis for Okta. The upbeat guidance has helped extend Okta’s positive run, with a roughly mid teens year to date share price return and a solid multi year total shareholder return. This signals gradually improving sentiment rather than a speculative...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Fastenal (FAST): Reassessing Valuation After Recent Pullback and Strong Multi‑Year Shareholder Returns

Fastenal (FAST) has quietly outperformed many industrial names this year, up about 17% year to date despite a roughly 12% slide over the past 3 months. This has left investors reassessing its positioning. See our latest analysis for Fastenal. At a share price of $41.75, Fastenal’s recent pullback sits against a solid backdrop, with a year to date share price return of 17.42% and a three year total shareholder return of 87.65%. This suggests longer term momentum remains constructive even as...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

What PayPal Holdings (PYPL)'s YouTube PYUSD Payout Integration Means For Shareholders

YouTube has already begun allowing eligible US creators to receive their payouts in PayPal’s PYUSD stablecoin, extending PayPal’s crypto-enabled payout infrastructure onto one of the world’s largest creator platforms. This move materially broadens PYUSD’s real-world use cases and visibility, potentially deepening engagement across PayPal’s wider digital payments ecosystem as creators experiment with faster, flexible, on-chain payouts. We’ll now examine how YouTube’s PYUSD integration, and...