NasdaqGS:OSIS
NasdaqGS:OSISElectronic

OSI Systems (OSIS) Is Up 5.7% After Securing $20 Million Security Contract - Has the Bull Case Changed?

OSI Systems, Inc. recently announced that its Security division received an order worth approximately US$20 million from an international customer for a comprehensive radiological threat detection solution, aimed at establishing a radiation monitoring network to detect and track radioactive threats. This contract signifies rising international demand for advanced security technology and could strengthen OSI Systems’ position in delivering specialized solutions for global safety...
NYSE:USPH
NYSE:USPHHealthcare

Share Buyback and Insider Activity Could Be a Game Changer for U.S. Physical Therapy (USPH)

U.S. Physical Therapy, Inc. recently announced a share repurchase program, with up to US$25 million in shares authorized for buyback by its Board of Directors. Alongside the buyback, recent insider buying from a board member highlights management’s positive outlook, contrasting with some insider selling over the past year. We’ll explore how the newly announced buyback could shape U.S. Physical Therapy’s investment narrative and outlook for shareholders. Find companies with promising cash...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Recursion Pharmaceuticals (RXRX): Valuation Insights Following New Partnerships and Better-Than-Expected Quarterly Results

Recursion Pharmaceuticals (RXRX) drew attention after announcing the registration for resale of shares issued to Tempus AI and securing significant partnership funding from Roche and Genentech. The company also reported better-than-expected quarterly results. Investors are closely watching these developments for their impact on future growth. See our latest analysis for Recursion Pharmaceuticals. Recursion’s recent quarterly beat and its strategic funding wins have sparked some short-term...
NYSE:B
NYSE:BMetals and Mining

Barrick Gold (NYSE:GOLD): Examining Valuation After Recent 26% Monthly Share Price Surge

Barrick Mining (NYSE:B) stands out to investors given its recent momentum. Over the past month, the stock has delivered a return of 26%, drawing interest from those tracking the materials sector's performance this quarter. See our latest analysis for Barrick Mining. That recent 30-day share price return of 26% is not happening in a vacuum. Barrick Mining has been on a remarkable run all year, with momentum clearly building as the materials sector gains attention. Alongside upbeat sector...
NYSE:HRL
NYSE:HRLFood

Hormel Foods (HRL): Evaluating Valuation as Inflation, Supply Chain Disruptions, and Executive Changes Drive Uncertainty

Hormel Foods (HRL) is attracting fresh attention from investors as the company manages multiple challenges, including margin pressures from inflation, supply chain setbacks, and recent executive changes in connection with a legal investigation. See our latest analysis for Hormel Foods. Hormel Foods shares have been under notable pressure this year, hitting decade lows despite a recent rally that saw a 7.5% share price return over the past month. The stock dropped sharply after the CFO...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Could Tetra Tech's (TTEK) Critical Minerals Push Reshape Its Role in U.S. Supply Chains?

American Rare Earths recently announced an expanded partnership with Tetra Tech to seek U.S. Government funding for the Halleck Creek critical minerals project, building on their work together since 2023. This collaboration leverages Tetra Tech's federal expertise and deep project knowledge to pursue funding aligned with U.S. supply chain security and national defense objectives. We'll explore how Tetra Tech's role in advancing critical minerals supply chains could impact its investment...
NYSE:RBRK
NYSE:RBRKSoftware

Does Rubrik’s Cloud Security Partnership Signal a New Value Opportunity in 2025?

Wondering if Rubrik is a hidden gem or overpriced? You are not alone. Many investors want to know if now is the right moment to take a closer look. The stock’s journey has been lively, gaining 2.9% over the last week after a recent dip of -7.9% in the past month. It is still up 40.2% over the last year. Recent news headlines about Rubrik have centered on its partnerships in the cloud security space and fresh product announcements. Both of these factors have fueled optimism and, at times,...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Is the AI-Enabled SLX Launch Reshaping the Investment Case for Cognex (CGNX)?

On November 19, 2025, Cognex Corporation presented at the Stephens Annual Investment Conference in Nashville, highlighting strong third-quarter performance with double-digit revenue growth in consumer electronics, logistics, and packaging, and record EBITDA margins since mid-2023. A key highlight was the launch of Cognex’s AI-enabled SLX product line, which expands the company’s vision solutions into higher-value logistics applications and reflects management’s focus on market recovery and...
NasdaqGS:SEIC
NasdaqGS:SEICCapital Markets

Is Syverson Strege’s Partnership a Pivotal Test for SEI Investments’ (SEIC) Platform Strategy?

Syverson Strege recently announced it has chosen SEI Investments to provide integrated custody, technology, and investment management services to further its growth objectives and enhance client experience. This agreement highlights SEI's growing role as a technology and services platform for independent advisory firms seeking operational efficiency and advanced client solutions. We'll now examine how the Syverson Strege partnership amplifies SEI's platform capabilities and could influence...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Fresh Look at Southern Copper’s (SCCO) Valuation Following Recent 3-Month Surge

Southern Copper (SCCO) has drawn fresh attention from investors after its latest market moves. Confidence remains steady following a strong 3-month performance, with the stock advancing 40% and outpacing materials sector peers. See our latest analysis for Southern Copper. Southern Copper's impressive surge has not gone unnoticed. Over the past year, the company has delivered a total shareholder return of 43.8%, with strong momentum building as evidenced by recent quarterly gains. Short-term...
NYSE:OWL
NYSE:OWLCapital Markets

Are Shifting Views on AI and Private Credit Reshape Blue Owl (OWL)'s Long-Term Investment Story?

Blue Owl Capital has recently faced increased scrutiny as investor sentiment towards private credit fund managers turned more cautious, primarily fueled by skepticism over artificial intelligence data centre investments and challenges in merging its credit funds. Despite leadership reassurances and ongoing participation in major financing deals, including Clio's US$1 billion vLex acquisition, market apprehensions remain focused on the long-term viability of Blue Owl's private credit and AI...
NYSE:EQR
NYSE:EQRResidential REITs

How Investors May Respond To Equity Residential (EQR) Raising Guidance and Rebalancing Its Portfolio

In the past quarter, Equity Residential reported third-quarter 2025 normalized FFO per share of US$1.02, which met expectations and prompted the company to raise its annual guidance. The company also completed the acquisition of a 375-unit property in Arlington, TX for nearly US$103 million and sold two properties for about US$247.9 million combined, reflecting active portfolio adjustments. An interesting insight is that Equity Residential’s decision to both acquire and divest properties...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

A Look at Zoom (ZM) Valuation Following Robust Earnings, Upgraded Guidance, and AI Growth Initiatives

Zoom Communications (ZM) delivered a strong quarterly update, reporting higher revenue and net income compared to last year. The company also raised its outlook for fiscal 2026, citing momentum from AI initiatives and share buybacks. See our latest analysis for Zoom Communications. Zoom’s upbeat earnings and improved guidance have quickly shifted investor sentiment, sending its share price higher in the short term. While last year’s total shareholder return was 2.2%, momentum is picking up...
NYSE:SF
NYSE:SFCapital Markets

Stifel Financial (SF): Exploring Valuation After Recent Stock Gains and Analyst Optimism

Stifel Financial (SF) continues to draw investor attention as its stock trends higher, with shares up roughly 7% over the past month and 15% year-to-date. The steady gains invite a closer look at what is driving this performance and how Stifel’s business lines contribute to its results. See our latest analysis for Stifel Financial. Stifel Financial’s share price has climbed steadily this year, reflecting growing optimism about its diversification and continued earnings momentum. With a 15%...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

This Week In Digital Payment - Visa Teams Up With Aquanow For Stablecoin Settlement

Visa has announced a partnership with Aquanow to enhance its stablecoin settlement capabilities across the Central and Eastern Europe, Middle East, and Africa regions. This collaboration aims to integrate Aquanow’s digital asset infrastructure with Visa's technology, enabling financial institutions to settle transactions using stablecoins like USDC. The partnership is set to reduce costs and settlement times, addressing the growing demand for faster, cost-effective cross-border transactions...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

A Fresh Look at Casella Waste Systems (CWST) Valuation Following Solid Growth and Acquisition Updates

Casella Waste Systems (CWST) drew investor attention this week after delivering strong third-quarter results, fueled by ongoing integration of recent acquisitions and acquisitive growth. The company also raised its 2025 outlook, which highlights steady organic momentum. See our latest analysis for Casella Waste Systems. Over the past year, Casella Waste Systems’ share price reflected some turbulence, with a 1-year total shareholder return of -15.4%. However, following a steady climb this...
NYSE:ARE
NYSE:AREHealth Care REITs

Alexandria Real Estate Equities (ARE): Evaluating Value After Lawsuits and Weak Results Drive Sentiment Shift

Alexandria Real Estate Equities (ARE) has come under intense scrutiny following a series of class action lawsuits that allege the company misled investors about the leasing value and occupancy stability of its Long Island City property. This legal wave picked up momentum after Alexandria’s recent disclosure of a real estate impairment charge linked to the property. This disclosure coincided with disappointing financial results and a sharp drop in the stock price. See our latest analysis for...
NYSE:RACE
NYSE:RACEAuto

Evaluating Ferrari’s Share Value Amid Brand Expansion and 2.7% Price Jump

Curious whether Ferrari is a sleek collector’s item or just an expensive ride at current prices? Let’s break down what is under the hood when it comes to its value. Ferrari’s shares have zipped higher by 2.7% over the last week, though they are still down 5.9% year-to-date and 9.7% for the past year. Over five years, the shares have recorded a 92.2% gain. Recent headlines have highlighted Ferrari’s continued brand strength and expansion into luxury lifestyle ventures, fueling speculation...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba (NYSE:BABA): Assessing Valuation Following Strong Share Price Momentum

Alibaba Group Holding (NYSE:BABA) has caught the attention of investors as the stock fluctuates in recent sessions. The company has posted solid year-to-date gains, which shows new momentum compared to its performance over the past year. See our latest analysis for Alibaba Group Holding. Alibaba's latest share price moves reflect a significant shift in investor sentiment, with the year-to-date share price return of 85% signaling renewed confidence after a challenging few years. While the past...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

How Investors May Respond To IRADIMED (IRMD) Raising Full-Year Outlook Amid Strong Product Demand

IRadimed recently reported strong quarterly results, delivering approximately 15% year-over-year revenue growth and raising its full-year outlook as demand and pricing remained robust. Analyst optimism is growing around the commercial launch of IRadimed’s new 3870 MRI-compatible IV pump, which is expected to further expand its market reach. We’ll now examine how the raised full-year outlook and heightened demand may influence IRadimed’s overall investment narrative. AI is about to change...