TSX:ATRL
TSX:ATRLConstruction

How A £400 Million UK Nuclear Submarine Deal At AtkinsRéalis Group (TSX:ATRL) Has Changed Its Investment Story

In early December 2025, Rolls-Royce Submarines Limited appointed AtkinsRéalis Group Inc., alongside Frazer-Nash and Assystem, to deliver nuclear propulsion and engineering capabilities under a framework agreement worth up to £400 million over five years, with an option to extend for two more years. This Capability Assured Strategic Partnership embeds AtkinsRéalis deeper into the UK’s Defence Nuclear Enterprise and AUKUS-related submarine programs, broadening its role in high-complexity...
TSX:PSK
TSX:PSKOil and Gas

What PrairieSky Royalty (TSX:PSK)'s Higher Eligible Dividend and Upgraded Ratings Mean For Shareholders

PrairieSky Royalty Ltd. recently declared a quarterly dividend of C$0.26 per common share, payable in cash on January 15, 2026 to shareholders of record on December 31, 2025, and designated it as an “eligible dividend” for Canadian income tax purposes. Coming alongside a series of upgraded analyst opinions, this dividend decision highlights PrairieSky’s role as a mineral-rights owner that converts third‑party energy development into recurring cash distributions. Against this backdrop of an...
NasdaqGM:RDNT
NasdaqGM:RDNTHealthcare

Assessing RadNet (RDNT) Valuation After Share Resale Prospectus Spurs 3% Pullback

RadNet (RDNT) slipped about 3% after it filed a prospectus supplement tied to its shelf registration, clearing the way for certain existing holders to potentially resell roughly 73,500 shares of common stock. See our latest analysis for RadNet. The pullback to a share price of $78.59, with a 1 day share price return of around negative 3 percent on the resale prospectus news, comes after a solid 90 day share price return and a powerful three year total shareholder return. This suggests...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Northern Trust (NTRS): Revisiting Valuation After New CIO Appointment and AJ Bell Servicing Mandate

Northern Trust (NTRS) just tightened its focus on wealth and asset servicing, naming Eric Freedman Chief Investment Officer for Wealth Management and winning a sizable servicing mandate from UK platform AJ Bell. See our latest analysis for Northern Trust. These leadership and client wins are landing against a solid backdrop, with the share price delivering a year to date share price return of 29.34 percent and a robust 5 year total shareholder return of 72.15 percent. This suggests momentum...
NYSE:M
NYSE:MMultiline Retail

Macy’s (M) Valuation Check After Recent Share Price Rebound and Long-Term Investor Gains

Macy's (M) shares have been climbing over the past month, and the move is starting to look less like a quick bounce and more like a reassessment of what this legacy retailer is worth. See our latest analysis for Macy's. At a share price of $22.85, Macy's has logged a strong 90 day share price return of 33.7 percent and a five year total shareholder return of 143.5 percent, which signals that investors are increasingly pricing in operational resilience despite mixed revenue trends. If Macy's...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

GeneDx (WGS) Valuation After Q3 2025 Revenue Beat, Guidance Raise and Fresh Support From ARK Invest

GeneDx Holdings (WGS) just delivered a Q3 2025 update that combined an earnings per share miss with a revenue beat, then raised its 2025 outlook, drawing fresh support from analysts and ARK Invest. See our latest analysis for GeneDx Holdings. The latest earnings surprise and ARK’s incremental buying come after a powerful run, with a roughly 100% year to date share price return and a triple digit 1 year total shareholder return. This suggests momentum is still very much intact despite recent...
SEHK:6855
SEHK:6855Biotechs

Revisiting Ascentage Pharma Group International (SEHK:6855)’s Valuation After Its Strong One-Year Share Price Gain

Ascentage Pharma Group International (SEHK:6855) has quietly outperformed over the past year, and with shares up roughly 56% in that time, investors are starting to revisit the story behind this clinical stage biotech. See our latest analysis for Ascentage Pharma Group International. The stock has been choppy in recent months, with a 1 day share price return of 4.44 percent and a 90 day share price return of minus 19.91 percent. However, a 1 year total shareholder return of 55.76 percent...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Should Willis Towers Watson’s New Radar Fusion Underwriting Platform (WTW) Require Action From Investors?

Earlier this week, Willis Towers Watson launched Radar Fusion, a cloud-native commercial underwriting platform for the U.S. market that automates simple risks, consolidates internal and external data, and gives underwriters real-time analytics and pricing insights, with plans to expand to additional regions. The product is positioned as an integrated extension of WTW’s Radar analytics suite, aiming to boost underwriting productivity and profitability by automating routine tasks while keeping...
NYSE:PRIM
NYSE:PRIMConstruction

Will Zacks’ Upgraded Growth View and EPS Forecasts Change Primoris Services' (PRIM) Narrative?

In recent days, Primoris Services was highlighted by Zacks with a top Rank and favorable Growth Score, reflecting analysts’ upgraded expectations for its current-year earnings. This recognition, combined with earnings estimates that now point to significantly faster EPS expansion than the broader industry, suggests analysts see strengthening growth momentum in the company’s near-term fundamentals. We’ll now explore how Primoris’s upgraded growth outlook and upward earnings estimate...
NYSE:TFIN
NYSE:TFINBanks

Is Triumph Financial’s (TFIN) New Institutional Holder Quietly Reframing Its Freight-Focused Investment Story?

Triumph Financial, Inc. previously declared a quarterly cash dividend of US$17.81 per share on its 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock (NYSE: TFIN-PR), with holders of depositary shares receiving US$0.44525 per share, paid on December 30, 2025 to shareholders of record on December 15, 2025. A separate regulatory filing showing that institutional investor Creative Planning initiated a new position in Triumph Financial added an institutional endorsement that...
NYSE:GLW
NYSE:GLWElectronic

The Bull Case For Corning (GLW) Could Change Following AI-Driven Optical Profit Surge - Learn Why

Earlier this week, Corning reported stronger-than-expected third-quarter results, with core sales and earnings rising as its optical communications business grew rapidly on the back of AI-related demand. With optical communications now generating more than half of Corning’s core profit, AI infrastructure has become a central driver of the company’s earnings mix. We’ll now explore how Corning’s AI-fueled optical communications growth could reshape its existing investment narrative for...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor Technologies (OPEN) Is Down 7.1% After Multi-Index Removal Amid AI Pivot - What's Changed

In late November 2025, Opendoor Technologies was removed from multiple S&P indices, including the S&P Total Market Index and S&P Global BMI, reflecting weaker index eligibility amid ongoing business pressures. This index exclusion comes as Opendoor is absorbing larger-than-expected quarterly losses while overhauling its model toward a software- and AI-driven home-selling platform, intensifying questions about its transition. We’ll now examine how Opendoor’s multi-index removal, alongside its...
NasdaqGS:VRSK
NasdaqGS:VRSKProfessional Services

Assessing Verisk Analytics (VRSK) Valuation After This Year’s 19% Share Price Pullback

Verisk Analytics (VRSK) has slipped roughly 19% this year even as its core insurance data business continues to grow revenue and earnings at a mid single digit clip, creating an interesting setup for patient investors. See our latest analysis for Verisk Analytics. That slide has left Verisk with a roughly 19% year to date share price decline, even though the 3 year total shareholder return is still comfortably positive. This suggests that shorter term momentum is fading while the longer term...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Is Medpace (MEDP) Using AI Patient Recruitment to Deepen Its Competitive Moat in CRO Services?

Earlier in 2025, Medpace Holdings reported strong operational execution, with rapid revenue growth driven by efficient backlog conversion and meaningful capital deployment into share repurchases that signaled management’s confidence. The company’s fully integrated clinical research platform and investment in AI-driven patient recruitment are emerging as important differentiators supporting profitable, sustainable growth and ongoing market share gains. We’ll now examine how Medpace’s...
BDL:ORCL
BDL:ORCLReal Estate

CPI FIM (BDL:ORCL): Revisiting Valuation After Strong Long-Term Gains and a Recent Cooldown

CPI FIM (BDL:ORCL) has quietly outperformed over the past year, with the share price rising about 27% and tripling over five years, prompting investors to revisit its underlying real estate story. See our latest analysis for CPI FIM. That recent pullback in the share price, with a roughly flat 90 day share price return, looks more like a pause within a longer trend. The 5 year total shareholder return above 200 percent suggests momentum is cooling but not broken. If CPI FIM has you rethinking...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm (QCOM): Reassessing Valuation After Strong Results and Growing AI, Automotive and IoT Momentum

QUALCOMM (QCOM) shares have been moving on a clear story: stronger than expected quarterly results, accelerating growth in automotive and IoT, and rising enthusiasm around its role in AI infrastructure. See our latest analysis for QUALCOMM. At around $174.81, QUALCOMM’s 90 day share price return of 9.09 percent and year to date share price return of 13.78 percent sit alongside a 3 year total shareholder return of 57.18 percent, suggesting momentum is quietly rebuilding as investors price in...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Can Aurora Innovation’s (AUR) Highway-Only Robotruck Strategy Truly Scale Into a Durable Advantage?

Aurora Innovation recently expanded its commercial autonomous trucking operations in Texas with a second Fort Worth–El Paso route and outlined plans to introduce next-generation hardware designed to cut costs and boost performance and durability. This focus on long-haul highway “virtual railway” routes, rather than complex urban driving, highlights a differentiated path to scaling autonomous freight services. We’ll now examine how Aurora’s expanding Texas robotrucking network shapes its...