ASX:DBI
ASX:DBIInfrastructure

Dalrymple Bay Infrastructure (ASX:DBI): Assessing Valuation After Broker Upgrades Dividend and Profit Outlook

Citi’s latest note on Dalrymple Bay Infrastructure (ASX:DBI) points to stronger distribution growth, lifting its annual dividend outlook to 6% and upgrading profit forecasts, as rising cash and funds from operations improve payout sustainability. See our latest analysis for Dalrymple Bay Infrastructure. Against this backdrop, Dalrymple Bay Infrastructure’s A$4.98 share price has been supported by a 16.08% 1 month share price return and a 39.89% year to date share price return, while its 3...
TSX:MFC
TSX:MFCInsurance

Manulife Financial (TSX:MFC): Valuation Check After Strong Q3 2025 Earnings Beat and AM Best Rating Reaffirmation

Manulife Financial (TSX:MFC) just posted stronger than expected third quarter 2025 core earnings, powered by double digit growth in Asia, and then received a vote of confidence as AM Best reaffirmed its superior credit ratings. See our latest analysis for Manulife Financial. Those solid results and the AM Best reaffirmation help explain why the share price has climbed to $49.44, with a strong 90 day share price return of 15.76% and an impressive 5 year total shareholder return of 183.87%...
NYSE:ADC
NYSE:ADCRetail REITs

What Agree Realty (ADC)'s Higher Monthly Dividend Says About Its Income Strategy and Risk‑Reward Balance

In December 2025, Agree Realty Corporation’s board approved and declared a higher monthly cash dividend of $0.262 per common share, equivalent to an annualized $3.144 and reflecting a 3.6% increase over the fourth-quarter 2024 rate, along with a monthly dividend of $0.08854 per Series A preferred depositary share. This dividend increase signals management’s confidence in the REIT’s cash flow profile and underscores its continued emphasis on delivering consistent income to both common and...
NYSE:SYK
NYSE:SYKMedical Equipment

Could Stryker’s (SYK) Leadership Shuffle and Higher Dividend Reframe Its Long‑Term Growth Narrative?

Stryker recently declared a quarterly dividend of US$0.88 per share payable on January 30, 2026, a 4.8% increase versus the prior year, and earlier this month named long-time executive Spencer Stiles as President and COO effective January 1, 2026, with Dylan Crotty stepping up as Group President of Orthopaedics. Taken together with a strengthening cranio maxillofacial fixation devices market, these internal promotions suggest Stryker is pairing leadership continuity with exposure to a...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

Is SoundHound AI (SOUN) Turning In-Car Reservations Into a Durable Voice-Commerce Revenue Engine?

Earlier this month, SoundHound AI announced a partnership with OpenTable to power a fully conversational, in-vehicle voice reservations agent that lets drivers and passengers find, select, and book tables hands-free through car infotainment systems, tapping into a network of over 60,000 restaurants worldwide. This move expands SoundHound’s in-car voice commerce platform beyond food ordering into end-to-end dining transactions, highlighting how the company is trying to turn its conversational...
NasdaqGS:BWIN
NasdaqGS:BWINInsurance

Insider Sale and New Debt Capacity Could Be A Game Changer For Baldwin Insurance Group (BWIN)

Earlier in December 2025, Baldwin Insurance Group President James Morgan Roche sold 239,200 Class A shares for about US$5.74 million, while the company reported third-quarter earnings that exceeded analyst expectations and secured lender commitments for a US$600 million incremental term loan, lifting its facility to US$1.60 billion. This combination of insider selling, stronger-than-forecast financial results, and expanded borrowing capacity has sharpened investor focus on Baldwin’s growth...
NYSE:ZWS
NYSE:ZWSBuilding

Zurn Elkay Water Solutions (ZWS): Valuation Check After Upbeat Q3 Earnings and Fresh Analyst Buy Ratings

Analysts are warming up to Zurn Elkay Water Solutions (ZWS) after a wave of upbeat coverage following its better than expected third quarter earnings and raised full year guidance, and investors are paying attention. See our latest analysis for Zurn Elkay Water Solutions. That mix of upbeat earnings, raised guidance, and fresh Buy ratings appears to be feeding into a constructive trend, with a strong year to date share price return of 27.8 percent and a hefty three year total shareholder...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

Assessing Bancorp (TBBK) Stock’s Valuation After Its Strong Recent Share Price Performance

Recent performance and why Bancorp is on investors radar Bancorp (TBBK) has quietly outperformed this year, with the stock up about 31% year to date and roughly 22% over the past year, even after a recent 1% pullback. See our latest analysis for Bancorp. With the share price now around $67.58, Bancorp’s roughly 10% 1 month share price return contrasts with a softer 3 month patch, while a powerful multi year total shareholder return suggests momentum is pausing rather than breaking. If...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

The Bull Case For Paychex (PAYX) Could Change Following Its New AI-First HCM Strategy Shift

Earlier this month, Paychex outlined fresh AI-driven upgrades across its Paychex Flex, Paycor and SurePayroll platforms and reaffirmed its intent to keep deploying capital into acquisitions once the large Paycor integration is further along. These moves signal Paychex is trying to turn AI from a back-office tool into a frontline “teammate,” reshaping how small and mid-sized clients run payroll, HR and compliance. Next, we’ll examine how Paychex’s push into AI-enabled HCM across Flex, Paycor...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Does Linde's (LIN) Insider Buying Reinforce Its Long‑Term Growth Story Or Raise New Questions?

In recent days, Linde has attracted renewed attention as multiple banks reiterated positive views on its long-term growth model, underpinned by a project backlog of over US$7.10 billion and continued shareholder returns via dividends and buybacks, following a period of softer industrial demand. An interesting development is the uptick in insider share purchases, including by CEO Sanjiv Lamba, which many investors interpret as a concrete signal of management’s confidence in Linde’s future...
NYSE:HLIO
NYSE:HLIOMachinery

Helios Technologies (HLIO) Valuation Check After Sun Hydraulics’ New 0‑Series Counterbalance Valve Launch

How the new 0 Series launch ties into Helios Technologies stock Helios Technologies, Inc. (HLIO) just expanded its Sun Hydraulics lineup with the new 0 Series counterbalance valves, targeting cramped, demanding hydraulic applications and subtly reinforcing the company’s edge in precision motion control. For shareholders, this kind of focused product development can matter over time, especially when it supports higher margin, engineering driven niches rather than chasing pure volume. See our...
TSX:NFI
TSX:NFIMachinery

Assessing NFI Group (TSX:NFI)’s Valuation After Battery Settlement and Zero‑Emission Strategy Boost

NFI Group (TSX:NFI) just drew a line under its costly battery recall issues, signing a master settlement agreement with XALT Energy that recovers most of its provisions and hands NFI valuable battery assets and expertise. See our latest analysis for NFI Group. That backdrop helps explain why the share price has jumped 12.27 percent in the last day and 10.21 percent over the past month. However, the 1 year total shareholder return is a more modest 4.40 percent and longer term gains remain...
NYSE:HEI
NYSE:HEIAerospace & Defense

How Investors May Respond To HEICO (HEI) New Acquisitions And Citi Coverage Ahead Of Q4 Earnings

In recent days, HEICO has drawn attention as Citi initiated coverage with a Buy rating while the company announced acquisitions of Axillon Aerospace’s Fuel Containment Business and EthosEnergy’s aerospace and defense repair operations, ahead of its Q4 2025 earnings release on December 18. Together, the earnings anticipation, analyst optimism, and expansion of HEICO’s Flight Support footprint through these deals highlight how management is leaning into aerospace aftermarket growth and repair...
NYSE:AMR
NYSE:AMRMetals and Mining

Alpha Metallurgical Resources (AMR): Valuation Check After 2026 Guidance, Capex Plans and Insider Buying

Alpha Metallurgical Resources (AMR) just laid out its 2026 playbook, pairing detailed coal volume and cost guidance with fresh capex plans and insider buying that together give investors a clearer view of management’s conviction. See our latest analysis for Alpha Metallurgical Resources. The fresh 2026 guidance and mixed insider activity land against a backdrop where the share price sits at $186.65, with a robust 30 day share price return of 17.72 percent but a weaker 1 year total shareholder...
NasdaqCM:AMPL
NasdaqCM:AMPLSoftware

Amplitude (AMPL) Valuation Check After New AI Platform Launch and Strategic Acquisitions

Amplitude (AMPL) is back on investors radar after launching a new AI platform and closing a string of strategic acquisitions, moves that are already showing up in longer contracts and renewed confidence from enterprise customers. See our latest analysis for Amplitude. Even with the AI launch and acquisitions grabbing attention, Amplitude's 1 year total shareholder return of negative 5.7 percent and modest year to date share price return of 3 percent suggest sentiment is only just starting to...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries (POWL): Is Strong Growth and Rising Free Cash Flow Already Fully Priced In?

Powell Industries (POWL) is back on investor radar after two years of strong execution, with revenue up about 26% and earnings climbing roughly 86%. At the same time, a rising free cash flow margin signals healthier, more flexible profitability. See our latest analysis for Powell Industries. The strong execution story is clearly feeding into performance, with the share price now at $332.65 and a robust year to date share price return of 45.42% pointing to sustained positive momentum. A huge...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Caesars Entertainment (CZR) Valuation Check After New Rampart Casino Sportsbook Partnership in Las Vegas

Caesars Entertainment (CZR) is back in the Las Vegas spotlight after announcing a planned Caesars Sportsbook at Rampart Casino in Summerlin, pending approval. This move represents a strategic push deeper into local sports betting demand. See our latest analysis for Caesars Entertainment. Despite strategic moves like the Rampart sportsbook and the new Caesars Rewards Shop feature, Caesars Entertainment’s recent trading tells a mixed story, with a strong 1 month share price return of 20.83...
NYSE:REX
NYSE:REXOil and Gas

REX American Resources (REX): Reassessing Valuation After Stable Q3 Results and Softer Year-to-Date Profits

REX American Resources (REX) just posted its third quarter numbers, showing sales essentially flat year over year while earnings per share inched higher, even as year to date net income drifted lower. See our latest analysis for REX American Resources. That steadiness in the latest earnings comes after a strong run, with the share price up about 55% year to date and a 1 year total shareholder return of nearly 61%. This suggests positive momentum despite recent profit pressure. If REX's move...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Do Renewed Strong Buy Ratings on MKS (MKSI) Clarify Its Role in the AI Chip Chain?

Recently, analysts reiterated and upgraded positive ratings on MKS in the semiconductor technology sector, maintaining a Strong Buy consensus that reflects broad confidence in the company’s outlook. This wave of optimistic research coverage underscores how MKS’s position across advanced chip manufacturing and electronics packaging is increasingly central to the AI-driven semiconductor supply chain. Next, we’ll examine how this reinforced analyst confidence, especially the Strong Buy...
NasdaqGS:PGEN
NasdaqGS:PGENBiotechs

US High Growth Tech Stocks To Watch December 2025

As the United States market navigates a period of volatility, with major indexes closing lower amid concerns over an AI bubble and looming economic reports, investors are keenly observing the tech sector's dynamics. In such a climate, identifying high-growth tech stocks involves looking for companies with strong fundamentals and resilience to market pressures.
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

3 Stocks Estimated To Be Trading At Discounts Of 23.8% To 35.3%

As the United States stock market grapples with concerns over an AI bubble and fluctuating major indexes, investors are keenly observing economic indicators like the upcoming jobs report to gauge future market directions. In this environment of uncertainty, identifying stocks that are potentially undervalued can offer opportunities for those looking to capitalize on price discrepancies; such stocks may be trading at significant discounts relative to their intrinsic value, providing a...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

AI Chips Update - AlphaTON Capital Expands AI Capabilities With NVIDIA B300 Integration

AlphaTON Capital has announced the acquisition of its first NVIDIA B300 GPUs, integrated into Supermicro's advanced HGX systems, through a partnership with Atlantic AI. This deployment aims to enhance the Cocoon AI Network by leveraging advanced compute power, thereby offering enterprise-level artificial intelligence capabilities with military-grade privacy protection to users worldwide. The NVIDIA B300 chips, renowned for their high-performance processing suitable for complex AI tasks, mark...
NasdaqCM:PAYS
NasdaqCM:PAYSDiversified Financial

Three Insider-Favored Growth Companies To Watch

As the U.S. stock market grapples with pressures on AI stocks and anticipates key economic data releases, investors are keenly observing how these factors influence broader market trends. In such a volatile environment, growth companies with high insider ownership often stand out as they suggest confidence from those closest to the business, making them intriguing prospects for investors seeking stability amid uncertainty.
NasdaqGM:ARTV
NasdaqGM:ARTVBiotechs

Rocket Pharmaceuticals Leads Our Trio Of Penny Stock Contenders

As the year draws to a close, U.S. markets are experiencing volatility, with major indexes closing lower amid concerns about an AI bubble and looming economic reports. In such a climate, investors often look beyond the large-cap stocks dominating headlines to explore opportunities in lesser-known areas like penny stocks. While the term "penny stocks" may seem outdated, it continues to signify smaller or emerging companies that could offer significant value when backed by strong financials and...