NYSE:AN
NYSE:ANSpecialty Retail

AutoNation (AN) Valuation Check After Expanding Its Maryland Footprint With Jerry’s Toyota Acquisition

AutoNation (AN) just planted a bigger flag in Maryland, closing its purchase of Jerry's Toyota in Baltimore and rebranding it as AutoNation Toyota White Marsh. This adds meaningful revenue and volume to an already dense regional footprint. See our latest analysis for AutoNation. Investors seem to be rewarding AutoNation for disciplined expansion, with the share price at $209.12 and a strong year to date share price return of 25.27 percent. This complements an impressive five year total...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

Did News’ Expanded US$1 Billion Buyback Just Shift NWSA’s Capital Allocation Narrative?

Earlier this month, News Corporation authorized up to US$1.00 billion in additional repurchases of its Class A and Class B common stock as part of its capital management plans, with ongoing transparency through daily ASX disclosures and regular filings. This enlarged buyback highlights management’s focus on returning cash to investors and adjusting the company’s capital structure alongside its broader digital growth initiatives. We’ll now examine how this expanded US$1.00 billion repurchase...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor (ON) Valuation After New GaN Power Partnership With GlobalFoundries

ON Semiconductor (ON) just gave investors another reason to revisit the stock by announcing a new collaboration with GlobalFoundries to co-develop next-generation gallium nitride power devices for high-growth, energy-hungry markets. See our latest analysis for ON Semiconductor. That backdrop helps explain why, despite a weak year to date with a negative share price return and a one year total shareholder return of about negative 16 percent, the recent 1 month share price return near 20...
TSE:8473
TSE:8473Capital Markets

Evaluating SBI Holdings (TSE:8473) After SBI Shinsei Bank Listing and Extraordinary Gain

SBI Holdings (TSE:8473) has just crystallized value from its banking portfolio by listing subsidiary SBI Shinsei Bank on the Tokyo Stock Exchange Prime Market while cashing in part of its stake for an extraordinary gain. See our latest analysis for SBI Holdings. Those portfolio moves come on top of SBI’s new stake in Indonesia’s Amar Bank and fresh stock option plans for employees, and the market has taken notice, with a roughly 65 percent year to date share price return and a striking multi...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Should Regeneron’s Clarified Eylea Biosimilar Timeline Reshape How REGN Investors View Its Core Franchise?

Alvotech and Teva Pharmaceuticals recently announced a settlement and license agreement with Regeneron over AVT06, a proposed biosimilar to Eylea, setting a licensed U.S. entry date in the fourth quarter of 2026 or earlier under certain conditions. This deal reduces legal uncertainty around Eylea’s U.S. exclusivity and provides clearer timing for when biosimilar competition may start to affect Regeneron’s franchise. We’ll now examine how clearer timing for U.S. Eylea biosimilar entry could...
NasdaqGS:TECH
NasdaqGS:TECHLife Sciences

Will New 3D Multiomic Workflow and Leo System Expansion Change Bio-Techne's (TECH) Narrative?

In December 2025, Bio-Techne’s Lunaphore unit and the Wyss Center for Bio and Neuroengineering in Geneva announced a collaboration to automate simultaneous RNA and protein detection in intact 3D specimens, while the company also expanded the launch of its next-generation Leo System featuring dual-channel fluorescence and high-throughput protein analysis. Together, these advances extend Bio-Techne’s spatial and proteomic platforms from 2D into true 3D multiomic workflows, potentially...
NYSE:UMH
NYSE:UMHResidential REITs

UMH Properties (UMH): Valuation Check After $91.8 Million Fannie Mae Financing Boosts Liquidity and Growth Plans

UMH Properties (UMH) just folded seven of its manufactured home communities into an existing Fannie Mae credit facility, unlocking about $91.8 million in fixed rate financing and immediately shoring up its liquidity profile. See our latest analysis for UMH Properties. Despite the new financing boost, UMH’s share price has been choppy, with a 30 day share price return of 7.38 percent but a year to date share price return of negative 16.08 percent. Its five year total shareholder return of...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike’s New AI Security Partnerships Could Be A Game Changer For CrowdStrike Holdings (CRWD)

Earlier this month, CrowdStrike launched Falcon AI Detection and Response to secure AI prompts and agent interactions, while Amazon and SailPoint separately announced new collaborations that embed CrowdStrike’s Falcon platform into Amazon Business Prime benefits and SailPoint’s identity security suite. Together, these moves push CrowdStrike deeper into both enterprise AI security and the small-business ecosystem, widening how and where customers can adopt its platform. Next, we’ll examine...
NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

Xometry (XMTR): Reassessing Valuation After Strong Q3, Raised 2025 Guidance and Growing AI Marketplace Optimism

Xometry (XMTR) grabbed investors attention after its latest Q3 report, with strong revenue growth, better adjusted profitability, and higher guidance for Q4 and full year 2025 reshaping expectations. See our latest analysis for Xometry. The Q3 beat and upgraded outlook seem to be feeding into a clear uptrend, with a roughly 48% year to date share price return and a near doubling three year total shareholder return. This hints that investors see building momentum and improving risk reward. If...
NYSE:SNX
NYSE:SNXElectronic

How TD SYNNEX’s New AI Game Plan Workshops Could Impact TD SYNNEX (SNX) Investors

Earlier this month, TD SYNNEX introduced AI Game Plan under its Destination AI™ framework, a partner-led workshop that helps organizations identify and prioritize AI use cases and produce a 90-day implementation roadmap focused on high-value, budget-aligned initiatives. This move effectively positions TD SYNNEX as an AI enablement hub for “AI Ready” and “AI Expert” partners, shifting its role from pure IT distribution toward higher-value consultative and lifecycle services around AI...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Hiring a Netflix and Disney Veteran to Lead Consumer Products Could Be A Game Changer For Mattel (MAT)

Mattel has announced that Natalia Premovic will become Chief Consumer Products and Experiences Officer on January 5, 2026, overseeing global consumer products, experiences, publishing, and location-based entertainment. Premovic’s track record at Netflix and Disney turning entertainment hits into broad merchandise and experience ecosystems highlights Mattel’s intent to deepen its franchise-building capabilities. Next, we examine how bringing in a Netflix and Disney veteran to run consumer...
NasdaqGS:EYE
NasdaqGS:EYESpecialty Retail

Will Stronger Sales But Softer EPS Guidance Change National Vision Holdings' (EYE) Investment Narrative?

Earlier this month, National Vision reported quarterly revenue growth of 7.9% year on year, beating analyst expectations by 3% but issuing full‑year earnings per share guidance that fell short of forecasts. Despite the softer earnings outlook, the company delivered the fastest revenue growth and largest full‑year guidance increase within its specialty retail peer group, underlining its relative strength in a competitive market. Next, we’ll examine how this combination of...