NYSE:IOT
NYSE:IOTSoftware

Samsara (IOT): Assessing Valuation After Consistent Earnings Beats and Expanding AI-Driven Growth Targets

Samsara (IOT) is back in focus after stringing together more than seven quarters of earnings beats, pairing that track record with ambitious Q3 2026 growth targets and steadily improving operating margins. See our latest analysis for Samsara. The latest earnings beat has not fully translated into a strong near term move, with a 30 day share price return of minus 5.45 percent and a year to date share price return of minus 13.66 percent. However, the three year total shareholder return of...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Did Udemy's (UDMY) Emtrain Partnership Just Recast Its AI-Powered Enterprise Compliance Strategy?

In November 2025, Udemy announced a partnership with Emtrain that adds extensive compliance and workplace culture training, covering areas like data privacy, anti-harassment, and AI governance, to the Udemy Business platform for enterprise customers. This collaboration positions Udemy to address growing regulatory pressures by pairing Emtrain’s behavior-shaping compliance content with Udemy’s AI-powered labs, role plays, and certifications to deepen workforce skills and risk...
NYSE:VZ
NYSE:VZTelecom

Does Verizon’s 2025 Valuation Reflect Its Strong Cash Flow and Earnings Potential?

How Has Verizon's Share Price Been Performing? Verizon Communications has delivered a mixed performance for shareholders, with short term stability contrasting against more volatile longer term results. Looking at different time frames helps put the current share price in better context. Over the past week, Verizon's share price has been flat, with a 0.0% move. Over the last 30 days, the stock is up 2.2%, hinting at a modest improvement in sentiment compared to very recent trading. On a year...
NYSE:RSG
NYSE:RSGCommercial Services

Has Republic Services Stock Run Too Far After Its Five Year 140% Surge?

Wondering if Republic Services at around $212 a share is still worth buying after that long run up, or if most of the upside is already priced in, you are not alone. The stock has slipped about 2.0% over the last week but is still up 2.1% over the past month, 6.3% year to date and 140.1% over five years. That naturally raises questions about how much future growth is already embedded in the price. Recent moves have come against a backdrop of steady contract wins, long term municipal...
NYSE:IRT
NYSE:IRTResidential REITs

Independence Realty Trust (IRT): Revisiting Valuation After a Recent Share Price Rebound

Independence Realty Trust (IRT) has quietly outperformed many peers over the past month, even as its year to date and 1 year returns remain negative, making the recent move worth a closer look. See our latest analysis for Independence Realty Trust. That recent 8 percent or so 1 month share price return to around 17.20 dollars stands out against a weaker year to date share price performance. This suggests sentiment may be turning after a tougher stretch despite a solid five year total...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing’s New Deals And Legal Scrutiny Might Change The Case For Investing In QUBT

Quantum Computing Inc. recently reported solid third-quarter 2025 results, highlighting expanded R&D contracts, initial cloud revenues from its Dirac-3 quantum optimization platform, and its first U.S. commercial quantum cybersecurity sale to a top-five bank, while also advancing its thin-film lithium niobate foundry and industry outreach. These operational gains arrive as the company faces legal scrutiny over alleged past misstatements and related party transactions, forcing investors to...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

What Bitdeer Technologies Group (BTDR)'s Bitcoin-Driven Share Weakness Means For Shareholders

Earlier this week, Bitdeer Technologies Group saw its shares weaken alongside other crypto-linked stocks after Bitcoin fell below US$86,000, reflecting broad pressure across cryptocurrency-related equities. The move highlighted how closely Bitdeer’s market value is tied to wider crypto sentiment, even in the absence of new company-specific developments. With crypto-linked equities under pressure after Bitcoin’s retreat, we’ll examine how this sentiment-driven move affects Bitdeer’s...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

How Investors May Respond To DLocal (DLO) Launching Biometric Pix Checkout Integration In Brazil

dLocal recently launched Pix with Biometrics in Brazil, allowing shoppers to authenticate Pix payments via face or fingerprint directly at merchant checkout without being redirected to their banking app. This move deepens dLocal’s integration with Brazil’s instant payments ecosystem, aiming to simplify mobile checkout flows and potentially lift merchant conversion and transaction frequency. We’ll now examine how this frictionless Pix biometric authentication capability could influence...
NYSE:PAGS
NYSE:PAGSDiversified Financial

PagSeguro Digital (NYSE:PAGS): Revisiting Valuation After a Strong Multi‑Month Share Price Rally

PagSeguro Digital (NYSE:PAGS) has been quietly climbing, with the stock up about 14% over the past month and roughly 20% in the past 3 months, catching more investors' attention. See our latest analysis for PagSeguro Digital. That recent strength builds on a much longer upswing, with the share price now at $10.93 and a strong year to date share price return suggesting momentum is clearly building despite a tough five year total shareholder return. If PagSeguro Digital has sparked your...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

How Investors May Respond To Maplebear (CART) As Amazon Speeds Up Groceries And Instacart Adds New Partners

In late November 2025, Amazon announced plans for an ultrafast grocery delivery option under 30 minutes in major cities, coinciding with Maplebear’s Instacart platform rolling out new partnerships, including same-day Home Depot Canada delivery and a WellTheory collaboration focused on food-as-medicine for autoimmune care. Taken together, these developments highlight how Instacart is expanding its retail and health ecosystems even as investor attention shifts to intensifying competition from...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Did New Climb and TERAGO Deals Just Reframe Fortinet's (FTNT) Integrated Security Platform Narrative?

In late November and early December 2025, Climb and TERAGO each announced new partnerships with Fortinet to bring its enterprise-grade cybersecurity, SD-WAN, and SASE solutions to their respective reseller and managed service ecosystems. By plugging Fortinet into these specialized distribution and networking channels, the company is broadening access to its platform in a way that could deepen customer adoption across diverse industries without relying solely on its traditional firewall...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit (RDDT): Exploring Whether Recent Share Price Strength Still Leaves Upside in the Valuation

Reddit (RDDT) has quietly turned into one of the year’s stronger media-tech trades, with the stock up about 34% year to date and nearly 49% over the past year as revenue and earnings trend higher. See our latest analysis for Reddit. That momentum reflects a shift in how investors are pricing Reddit’s growth story, with a solid year to date share price return helping drive a 48.7% one year total shareholder return as the stock consolidates around $222.76. If Reddit’s run has you thinking more...
NYSE:SJM
NYSE:SJMFood

Assessing J. M. Smucker’s Valuation After Its Strong Earnings Rebound and Upgraded Sales Outlook

J. M. Smucker (SJM) just delivered a clean earnings rebound, flipping last year’s quarterly loss into a solid profit while nudging full year sales guidance higher. This combination immediately sharpens the stock’s risk reward profile. See our latest analysis for J. M. Smucker. Even with the earnings rebound and slightly firmer sales outlook, the 90 day share price return of minus 9.86% and 1 year total shareholder return of minus 10.38% suggest sentiment has been cooling rather than heating...
NYSE:NOC
NYSE:NOCAerospace & Defense

Northrop Grumman (NOC): Valuation Check After New European Defense Deals and Global Demand Outlook

Northrop Grumman (NOC) is back in the spotlight after deepening its European defense ties, teaming up with Rheinmetall on F-35 fuselages and MBDA on air and missile defense as countries quietly rebuild arsenals. See our latest analysis for Northrop Grumman. Those Europe focused deals come after a Q3 earnings beat and a recent dividend affirmation. While the 30 day share price return of minus 6.25 percent shows some cooling momentum, the year to date share price return of 16.87 percent and a 5...
NYSE:DOV
NYSE:DOVMachinery

Dover (DOV): Assessing Valuation After a Quiet 3-Month Outperformance and Rebuilding Momentum

Dover (DOV) has quietly outperformed the market over the past 3 months, climbing about 7% while broader indices have been choppy. This has put its recent move into sharper focus for long term investors. See our latest analysis for Dover. That steady 3 month share price return sits alongside a muted year to date share price gain and a slightly negative 1 year total shareholder return. This suggests momentum is only just starting to rebuild as investors reassess Dover’s growth profile and...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Is It Too Late To Consider Nextpower After Its 119% 2025 Share Price Surge?

If you are wondering whether Nextpower is still worth chasing after its big run up, or if it might be smarter to wait for a better entry point, this breakdown is for you. The stock has cooled off recently, slipping about 3.8% over the last week and 14.4% over the past month, but it is still up 119.2% year to date and 121.3% over the last year. Those swings have come as investors react to a string of upbeat industry updates around grid modernisation and renewable infrastructure build outs,...
NYSE:VOYA
NYSE:VOYADiversified Financial

Voya Financial (VOYA) Valuation Check as Shares Decline 6% in a Month and 13% Over the Year

Voya Financial (VOYA) has been slipping lately, with the stock down about 6% over the past month and 13% over the past year, even as its revenue and earnings continue to grow. See our latest analysis for Voya Financial. At a share price of $69.79, Voya’s recent 1 month share price return of minus 6.3 percent and 1 year total shareholder return of minus 13.3 percent suggest fading momentum despite solid fundamental growth. This may reflect shifting risk appetite rather than deteriorating...
NasdaqGS:SLP
NasdaqGS:SLPHealthcare Services

Simulations Plus (SLP) Q3 $67M Net Loss Tests Market’s High-Growth Profitability Narrative

Simulations Plus (SLP) just closed FY 2025 with fourth quarter revenue of about $17.5 million and basic EPS of roughly -$0.03, capping a volatile year in which quarterly revenue swung between $17.5 million and $22.4 million while EPS ranged from a high of about $0.15 to a steep loss of roughly -$3.35. Over the last 12 months, the company booked about $79.2 million in revenue but remained unprofitable on a trailing basis, setting up a results season where investors are laser focused on whether...
NYSE:AER
NYSE:AERTrade Distributors

AerCap Holdings (NYSE:AER): Valuation Check After First Boeing 777-300ERSF Freighter Conversion Delivery

AerCap Holdings (NYSE:AER) just hit a fresh milestone, delivering the first Boeing 777-300ERSF freighter conversion to Fly Meta Leasing. The deal highlights its role in next generation cargo capacity and long term leasing demand. See our latest analysis for AerCap Holdings. This delivery lands against a strong backdrop, with a roughly 40.8% year to date share price return and a 5 year total shareholder return of about 229.1%, suggesting momentum is still firmly building. If this kind of long...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

Does First Advantage’s 2025 Pullback Create a Valuation Opportunity After DCF Upside?

Wondering whether First Advantage is a bargain or a value trap at today’s price? You are not alone. This article walks through what the numbers are really saying about the stock. The share price has slipped 3.7% over the last week, but it is still up 6.9% over the past month and remains well below where it started the year, down 26.7% year to date and 32.1% over the last 12 months, which has many investors reassessing its risk and reward profile. Recent headlines around tighter labor markets...
NasdaqGS:ICUI
NasdaqGS:ICUIMedical Equipment

ICU Medical (ICUI): Reassessing Valuation After a 22% One-Month Share Price Rebound

ICU Medical (ICUI) has quietly put together an interesting stretch, with the stock up roughly 22% over the past month and about 18% in the past 3 months despite still posting a small loss. See our latest analysis for ICU Medical. Zooming out, that recent surge sits against a tougher backdrop, with the year to date share price return still negative and the five year total shareholder return down meaningfully. As a result, the latest momentum looks more like a tentative sentiment reset than a...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

What Adobe (ADBE)'s Arabic-First AI Partnership With HUMAIN Means For Shareholders

At the U.S.-Saudi Investment Forum in November 2025, HUMAIN and Adobe announced a global partnership to build culturally grounded generative AI models and applications for the Middle East, anchored in Arabic-first language capabilities and regional data centers. This collaboration positions Adobe to embed HUMAIN's ALLAM Arabic-first LLM across products like Acrobat and Firefly, potentially deepening adoption in Arabic-speaking markets and broadening its AI infrastructure footprint. We’ll now...
NasdaqGS:BNTX
NasdaqGS:BNTXBiotechs

The Bull Case For BioNTech (BNTX) Could Change Following Higher Guidance And Oncology Progress – Learn Why

In its recent Q3 2025 update, BioNTech reported a net loss largely tied to a contractual dispute settlement but raised full-year revenue guidance, supported by higher collaboration revenue from Bristol-Myers Squibb and progress in its late-stage oncology programs. The company highlighted that advancing Phase III trials for Pumitamig in lung and triple-negative breast cancer, along with plans to seek FDA approval for TPAM (BNT323) in endometrial cancer in 2026, is central to its push toward...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun (RUN) Valuation Check After Choppy Trading and Strong 2024 Share Price Rebound

Sunrun (RUN) shares have been choppy recently, with short term weakness contrasting a sharp rebound over the past year. That mix of losses and recovery is exactly what has investors reassessing the stock. See our latest analysis for Sunrun. Viewed over a longer stretch, Sunrun’s 78.06% year to date share price return and 61.46% one year total shareholder return suggest momentum is rebuilding, even if recent pullbacks hint at lingering volatility around perceived growth and policy risks. If...