NasdaqGS:CDW
NasdaqGS:CDWElectronic

CDW (CDW) Is Down 8.9% After Trade Tensions and Government Shutdown Fuel Market Volatility – Has The Bull Case Changed?

In early October 2025, renewed trade tensions arose after President Donald Trump threatened significant tariff increases on Chinese imports, leading to broad market volatility as the S&P 500 experienced its largest drop since August. This period of uncertainty was compounded by a U.S. government shutdown, which halted the release of key economic data and heightened unease for investors and policymakers, particularly affecting industries tied to global supply chains like IT solutions...
NYSE:CLH
NYSE:CLHCommercial Services

Clean Harbors (CLH): Evaluating Valuation Following Major Refinancing and Analyst Undervaluation Signals

Clean Harbors (CLH) recently made headlines with a major refinancing move. The company issued $745 million in senior notes and secured $1.26 billion in new term loans. This shift is boosting the company’s financial flexibility while reinforcing growth prospects. See our latest analysis for Clean Harbors. Clean Harbors’ big refinancing move comes as the company’s stock momentum has been base-building in recent months, with the latest share price at $233.95. While the year-to-date share price...
NYSE:MTZ
NYSE:MTZConstruction

MasTec (MTZ) Valuation in Focus as Analysts Boost Ratings and Guidance on Strong Business Gains

MasTec (MTZ) recently caught investors’ eyes after several major analyst firms expressed optimism about the company’s prospects. These analysts cited record backlogs, improved guidance, and solid gains in its communications, power delivery, and clean energy segments. See our latest analysis for MasTec. MasTec’s share price has seen some wild swings lately, but the bigger picture points to serious momentum, with a 1-year total shareholder return of 53.5% and a three-year total return above...
NasdaqGS:HELE
NasdaqGS:HELEConsumer Durables

Helen of Troy (HELE): Evaluating Valuation After Earnings Cut and 2026 Margin Warnings

Helen of Troy (HELE) issued new guidance signaling declines in both quarterly and full-year earnings and sales. Management warned that ongoing cost pressures and tariff disruptions will continue to challenge results across fiscal 2026. See our latest analysis for Helen of Troy. Helen of Troy’s share price has been on a steep slide this year, with a 7-day share price return of -22.09% following the recent earnings warning and a year-to-date return of -65.4%. Strategic moves, such as bringing...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Can Enphase (ENPH) Drive Greater Customer Adoption Through Expanded Home Energy Integration?

In October 2025, Enphase Energy expanded its IQ Energy Management platform to integrate electric water heaters within its system in Belgium, the Netherlands, and Switzerland, enabling homeowners to optimize energy use across solar, batteries, electric vehicles, heat pumps, and water heating. This upgrade highlights a trend towards fully integrated home energy systems, where AI-driven coordination offers households greater control, efficiency, and flexibility in managing renewable energy...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Appian (APPN) Valuation in Focus Following Sector-Wide Selloff Triggered by Cloud Margin Concerns

Appian (APPN) shares slipped alongside peers after Oracle’s lower-than-expected cloud margins triggered a wave of selling across tech stocks. Wider industry concerns, rather than company news, appear to be guiding Appian’s latest price action. See our latest analysis for Appian. Appian’s share price has seen renewed pressure lately, sliding more than 7% over the last month and down 14.1% year-to-date, as tech stocks broadly reacted to renewed worries about cloud margins and future growth...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

Can Futu Holdings’ (FUTU) Rising International Presence Reshape Its Global Competitive Position?

Futu Holdings expanded its client base by nearly 262,000 funded accounts in Q1 2025 and reached 2.9 million accounts by Q2, with international clients now comprising more than half of its total. This milestone highlights Futu’s accelerated global reach, as international growth is now a major component of the company’s user expansion and diversification strategy. We’ll examine how Futu’s recent surge in international client growth could reshape its long-term investment narrative and future...
NYSE:BWA
NYSE:BWAAuto Components

Evaluating BorgWarner (BWA): Is the Stock Still Undervalued After Recent Gains?

BorgWarner (BWA) stock has recently caught some attention as investors review its latest performance data and financial returns. With some meaningful moves over the past month, there is growing interest in what might be next for this automotive technology company. See our latest analysis for BorgWarner. BorgWarner has rallied impressively through the year, clocking a 31.6% gain in its share price year-to-date and a 19.3% total shareholder return over the last twelve months. This signals...
NYSE:CCS
NYSE:CCSConsumer Durables

Century Communities (CCS): Evaluating Valuation as New Community Launches Spark Investor Debate

Century Communities (NYSE:CCS) just broke ground on several new residential communities across the US, with a major launch in Houston and new sales openings in California and Washington. These moves underline the company’s strategy to drive steady expansion, even as the entire sector navigates some challenging headlines. See our latest analysis for Century Communities. Century Communities’ string of new development launches comes at a challenging time for homebuilders, with recent political...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Kaspi.kz (NasdaqGS:KSPI) Valuation in Focus After Goldman Sachs Buy Rating Upgrade

Kaspi.kz (NasdaqGS:KSPI) just received a buy rating upgrade from Goldman Sachs analyst Mikhail Butkov. Upgrades from major Wall Street figures often get investors talking, as they can signal shifts in sentiment. See our latest analysis for Kaspi.kz. Kaspi.kz has seen its share price slide nearly 26% year-to-date despite making strategic moves like a major investment in Turkish e-commerce leader Hepsiburada and gearing up for upcoming financial results. While short-term momentum has been weak,...
NasdaqCM:BULL
NasdaqCM:BULLCapital Markets

Should You Rethink Webull After Shares Fall 20% Despite Steady Earnings Outlook?

Trying to figure out what to do with Webull stock after a rollercoaster of price moves this year? You’re not alone. Many investors are watching closely, wondering if the recent dip is a red flag or an opportunity hiding in plain sight. Webull’s stock has seen some sharp swings lately, dropping 19.7% over the past week and 14.6% over the last month. While those numbers might feel dramatic, in perspective, the one-year return sits almost flat at -0.1%, and the three-year view still shows a...
NYSE:HIMS
NYSE:HIMSHealthcare

Taking Stock of Hims & Hers Health (HIMS) Valuation After Recent Share Price Dip

Hims & Hers Health (HIMS) shares recently saw a modest dip of about 7% in a single trading session. This caught investors’ attention and sparked questions about what could be driving short-term moves, despite solid long-term gains. See our latest analysis for Hims & Hers Health. While the recent 7% dip stands out, it's a minor bump in an overall impressive run for Hims & Hers Health. The company’s share price has soared more than double year-to-date. Its total shareholder return over the past...
TSX:OLA
TSX:OLAMetals and Mining

Assessing Orla Mining (TSX:OLA) Valuation After Musselwhite Drill Results Reveal New Growth Potential

Orla Mining (TSX:OLA) shares are catching attention after the company reported strong exploration results at the Musselwhite Mine in Ontario. The results confirm a potential two-kilometre gold trend extension and open the door to increased gold production. See our latest analysis for Orla Mining. Momentum has been building for Orla Mining shares this year, with a share price return of 81.2% year-to-date as investors react to ongoing exploration success and expansion prospects. The one-year...
NasdaqGM:IRON
NasdaqGM:IRONBiotechs

Disc Medicine (IRON): Assessing Valuation After FDA Priority Review Request for Bitopertin

Disc Medicine (IRON) is drawing attention after submitting a New Drug Application to the FDA for bitopertin and requesting Priority Review. This step could speed up access to a potential therapy for erythropoietic protoporphyria, offering new hope for patients. See our latest analysis for Disc Medicine. Momentum seems to be building for Disc Medicine, with the stock delivering a 21% 90-day share price return and a remarkable 46% total shareholder return over the last year. Recent events,...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Could Nova’s (NVMI) ELIPSON Win Signal a Competitive Edge in Next-Generation Chip Manufacturing?

Nova recently announced that its ELIPSON materials metrology solution was selected as Tool of Record by a leading global foundry for advanced Gate-All-Around (GAA) manufacturing, with multiple ELIPSON tools already delivered for high-volume production processes. This achievement highlights increased industry adoption of Nova's non-destructive, nanoscale material characterization technology for next-generation semiconductor fabrication and further establishes Nova’s presence within advanced...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining (CDE): Assessing Valuation After Upbeat Analyst Upgrades and Raised Earnings Estimates

Coeur Mining, led by President and CEO Mitchell Krebs, recently presented at the John Tumazos Very Independent Research Virtual Metals Conference. This event took place as analysts raised earnings estimates for this year and next. The stock’s recent performance has caught investors’ attention amid these shifts. See our latest analysis for Coeur Mining. Momentum around Coeur Mining has been hard to miss lately, as the 30-day share price return hit 25.95% and the 90-day figure soared to...
OB:VEI
OB:VEIConstruction

Assessing Veidekke’s (OB:VEI) Valuation Following Steady Gains and Positive Shareholder Returns

Veidekke (OB:VEI) stock has shown a small gain of 0.8% at the close, capping off a steady week with a 2% increase. Investors may be weighing these moves against its longer-term share performance. See our latest analysis for Veidekke. While Veidekke’s share price has edged down slightly over the past three months, the stock has maintained positive momentum overall this year, and long-term investors have seen impressive gains. Its total shareholder return stands at 36% over the past year and an...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Arcutis Biotherapeutics (ARQT): Assessing Valuation After FDA Approval Boosts ZORYVE’s Market Potential

Arcutis Biotherapeutics (ARQT) just received FDA approval for its ZORYVE cream 0.05% as a treatment for mild to moderate atopic dermatitis in kids aged 2 to 5. This expands options beyond steroids for this age group. See our latest analysis for Arcutis Biotherapeutics. Following the FDA’s green light for ZORYVE in young children, Arcutis Biotherapeutics has seen clear momentum build. Over the past month, the share price returned nearly 16%, and its one-year total shareholder return sits at an...
NYSE:AGX
NYSE:AGXConstruction

Should Insider Selling and Missed Bids Prompt Action From Argan (AGX) Investors?

Earlier this week, Argan Inc. reported that Director Cynthia Flanders sold 15,000 shares, amid ongoing concerns about missed construction bids and insider activity throughout the past year. This wave of insider selling, not offset by any insider purchases over the past year, has prompted fresh questions about leadership confidence and growth prospects for Argan. We'll explore how increased insider selling influences the risk discussion within Argan's current investment narrative. These 10...