NYSE:CNS
NYSE:CNSCapital Markets

The Bull Case For Cohen & Steers (CNS) Could Change Following Its Active ETF Expansion - Learn Why

Earlier this month, Cohen & Steers, Inc. expanded its actively managed ETF lineup by launching the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), which began trading on NYSE Arca. By adding infrastructure and short-duration preferred income ETFs to its existing real assets platform, the firm is signaling a stronger push to package its real estate and alternative income expertise in lower-cost,...
LSE:RIO
LSE:RIOMetals and Mining

Has the Rio Tinto Share Price Rally in 2025 Gone Too Far?

Wondering if Rio Tinto Group is still good value after a strong run, or if you might be late to the party? This breakdown is designed to give you a clear, no nonsense view of what you are really paying for. The stock has climbed 5.3% over the last week, 11.7% over the last month, and is now up 24.5% year to date and 34.2% over the past year. These moves naturally raise the question of whether the shares are starting to look fully priced or still offer upside. Recent headlines have focused on...
NYSE:ITT
NYSE:ITTMachinery

Should ITT’s (ITT) Double-Digit Revenue Beat Prompt Investors To Reassess Its Long-Term Earnings Story?

Earlier this week, ITT reported quarterly revenue of US$999.1 million, a 12.9% year-on-year increase that exceeded analyst expectations by 2.6%, highlighting robust organic growth. The scale of this revenue beat underlines strong demand across ITT’s end markets and may support analyst views on its long-term earnings potential. We’ll now examine how ITT’s stronger-than-expected revenue performance might influence its investment narrative and the outlook implied by consensus forecasts. Uncover...
NasdaqGS:HOPE
NasdaqGS:HOPEBanks

Hope Bancorp (HOPE): Revisiting Valuation After Revenue Beats Expectations and Grows 21% Year on Year

Hope Bancorp (HOPE) just turned in a quarter that caught investors’ attention, with revenue jumping 21% year on year and topping expectations, even as earnings per share simply matched the Street. See our latest analysis for Hope Bancorp. At around $11.39, the stock has staged a solid rebound with a 10.05 percent 1 month share price return and a 31.02 percent 5 year total shareholder return. This suggests momentum is tentatively rebuilding after a softer year to date. If this quarter has you...
NYSE:DAR
NYSE:DARFood

How Investors May Respond To Darling Ingredients (DAR) Collagen JV And Expanded Clean Fuel Tax Credit Sales

In December 2025, Darling Ingredients announced a definitive agreement with Tessenderlo Group to combine their Rousselot and PB Leiner collagen and gelatin businesses into a new joint company with about US$1.50 billion in annual revenue and 200,000 metric tons of capacity across 22 global facilities, while also expanding 2025 sales of renewable fuel production tax credits from its Diamond Green Diesel joint venture to US$235 million. This combination of a large-scale, no-cash-required...
NasdaqCM:OCGN
NasdaqCM:OCGNBiotechs

Is Ocugen (OCGN) Quietly Reframing Its Risk Profile Around Rare Disease Gene Therapies?

Ocugen, Inc. recently presented at the Oppenheimer Movers in Rare Disease Summit in New York City on 11 December 2025, with Co-Founder, CEO and Chairman Shankar Musunuri highlighting the company’s rare disease focus. This appearance gives Ocugen a platform to spotlight its gene and cell therapy pipeline to an audience focused on rare diseases, potentially shaping expectations around its development path and partnering opportunities. We’ll now examine how this rare disease summit appearance...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab (GTLB) Valuation Check After Recent Share Price Slide and Growth Reassessment

Short term stock performance and recent moves GitLab (GTLB) has quietly slipped over the past 3 months, with the stock down around 21% and roughly 32% lower year to date, even as revenue continues to grow. See our latest analysis for GitLab. That slide has left GitLab with a roughly 32 percent year to date share price return in the red and a 1 year total shareholder return of about negative 36 percent. This suggests momentum has cooled as investors reassess the balance between strong growth...
NYSE:DRI
NYSE:DRIHospitality

Darden Restaurants (DRI) Valuation After Mixed Q2 Earnings, Updated 2026 Outlook, and Capital Return Moves

Darden Restaurants (DRI) just packed several investor friendly updates into one day, pairing a quarterly dividend declaration and buyback progress with mixed second quarter earnings and fresh 2026 guidance. See our latest analysis for Darden Restaurants. The latest earnings beat on sales, softer margin commentary and the newly raised 2026 growth outlook are landing against a share price of $189.26, with solid upward momentum reflected in an 8.3 percent 1 month share price return and longer...
NYSE:NOG
NYSE:NOGOil and Gas

The Bull Case For Northern Oil and Gas (NOG) Could Change Following Ohio-Utica Deal And Hedging Expansion

Northern Oil and Gas, Inc. recently completed a joint acquisition of a 49% stake in Ohio Utica Shale assets for US$588 million in cash as part of a broader US$1.20 billion package that also includes upstream assets and midstream infrastructure. At the same time, the company has expanded its natural gas and oil hedging program through 2026 and beyond, including substantial coverage of Ohio-Utica production, aiming to steady cash flows and underpin its capital program amid commodity price...
SEHK:241
SEHK:241Consumer Retailing

How Investors May Respond To Alibaba Health Information Technology (SEHK:241) CEO Shen Difan Also Becoming Chairman

Alibaba Health Information Technology Limited has announced that, effective December 15, 2025, chief executive officer Shen Difan has also been appointed Chairman and head of the Nomination Committee, while former Chairman and non-executive Director Zhu resigned for personal reasons. This move consolidates leadership roles in one individual and formally departs from Hong Kong’s corporate governance code provision that encourages separating the chairman and CEO positions, putting board...
ASX:360
ASX:360Software

Life360 (ASX:360) Valuation Check After Wrapped 2025 Launch and New Patent Dispute

Life360 (ASX:360) is back on radars after two very different headlines: the viral rollout of its “Life360 Wrapped 2025” recap feature and a fresh legal challenge aimed at invalidating a GoCodes tracking patent. See our latest analysis for Life360. Those headlines land against a backdrop of mixed momentum, with the share price at A$33.04 after a weak recent patch, including a 30 day share price return of minus 9.5 percent, but a powerful longer run record highlighted by a five year total...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Does Beck Capital’s GLNG Trim Reveal More About Its Risk Posture Than Golar LNG’s Cash Flow Visibility?

Austin-based Beck Capital Management disclosed that it cut its stake in Golar LNG during the third quarter, selling 117,966 shares, even as the company highlighted long-term FLNG contracts and maintained both dividends and a new US$150 million share buyback plan. The move reflects portfolio risk management within a tech-heavy fund, while Golar LNG’s roughly US$17 billion adjusted EBITDA backlog suggests management confidence in long-term cash flow visibility. Next, we’ll explore how Beck...
NasdaqGS:BL
NasdaqGS:BLSoftware

Did BlackLine's (BL) Saudi AI Cloud Launch Just Redraw Its Middle East Growth Map?

In December 2025, BlackLine, Inc. expanded its global cloud footprint by launching a locally hosted region in Saudi Arabia on Google Cloud Platform, enabling organizations to use its AI-enabled financial operations platform while meeting the Kingdom’s NCA Essential Cybersecurity Controls and Cloud Cyber Security Controls requirements. This move gives BlackLine a locally compliant, low-latency presence in a fast-modernizing market, potentially deepening its role in Saudi Arabia’s finance...
NYSE:MTB
NYSE:MTBBanks

Did Fresh Praise for M&T’s CRE Discipline and Private Credit Push Just Shift M&T Bank’s (MTB) Investment Narrative?

Recently, Jim Cramer praised M&T Bank as a very well-run and attractively priced institution, while Ariel Investments emphasized its regional strengths, measured acquisitions, and proactive efforts to reduce commercial real estate risk. Both commentators pointed to M&T’s ability to pair disciplined risk reduction with potential benefits from private credit partnerships, highlighting how its regional focus could underpin resilience despite near-term credit pressures. We’ll now explore how...
NYSE:SPCE
NYSE:SPCEAerospace & Defense

Virgin Galactic (SPCE) Deepens DOE Lab Ties: Could LLNL Sensors Reframe Its High-Altitude Data Strategy?

In December 2025, Virgin Galactic announced a Cooperative Research and Development Agreement with Lawrence Livermore National Laboratory to evaluate using LLNL sensor systems on its future launch vehicles and HALE-Heavy aircraft for advanced image-capture capabilities. This collaboration links Virgin Galactic with a key U.S. Department of Energy lab, potentially opening doors to government-backed research work and specialized data-gathering missions. We’ll now examine how this LLNL sensor...
NYSE:HP
NYSE:HPEnergy Services

Planned CEO Transition and Deleveraging Push Might Change The Case For Investing In Helmerich & Payne (HP)

Helmerich & Payne announced that long-time CEO John Lindsay will retire as CEO and director after the March 4, 2026 annual meeting, with current President Raymond John “Trey” Adams set to assume the CEO role and Lindsay staying on as senior advisor through December 2026 to aid the transition. Alongside this planned leadership handover, the company reaffirmed its shareholder focus with a US$0.25 quarterly dividend declaration and outlined disciplined capital spending and debt repayment goals...
NYSE:TFIN
NYSE:TFINBanks

What Triumph Financial (TFIN)'s BlueGrace Logistics TFX Integration Means For Shareholders

Earlier this month, Triumph Financial announced that BlueGrace Logistics joined the Triumph Network, integrating Triumph's TFX payment platform, QuickPay, and related solutions to automate back-office processes, improve carrier visibility, and offer more flexible, transparent payment options. This move highlights how Triumph's payment technology is becoming further embedded in the freight ecosystem, potentially deepening its role in carrier and broker relationships across the logistics...
NYSE:HASI
NYSE:HASIDiversified Financial

How HASI’s Expanded CarbonCount Credit Line and Legal Transition Plan Has Changed Its Investment Story

HA Sustainable Infrastructure Capital, Inc. recently amended its unsecured CarbonCount®-based revolving credit facility, lifting available commitments by US$100 million to US$1.65 billion and extending its access to flexible funding, while long-serving Executive Vice President and Chief Legal Officer Steven L. Chuslo agreed to shift into a strategic advisory role in 2026. By expanding its credit capacity and arranging for legal leadership continuity through a consulting agreement, the...
NasdaqGS:VCTR
NasdaqGS:VCTRCapital Markets

How Victory Capital’s Amundi UCITS Expansion Could Shape International Scale And Margins For VCTR Investors

In December 2025, Victory Capital Holdings, Inc. reported that it had added three new UCITS funds via its partnership with Amundi, bringing its UCITS lineup to 22 and expanding its international asset management footprint through RS Investments’ Global Equity and US Value teams. This expansion deepens Victory Capital’s access to European and cross-border investors while showcasing how its franchise model and Amundi alliance are being used to scale specialized equity strategies...
LSE:FSG
LSE:FSGCapital Markets

UK Market: Barratt Redrow And Two Other Stocks Estimated Below Intrinsic Value

The UK market has recently faced challenges, with the FTSE 100 and FTSE 250 indices experiencing declines amid weak trade data from China, highlighting concerns over global economic recovery. In such an environment, identifying stocks that are potentially undervalued can be a strategic approach for investors seeking opportunities; Barratt Developments and Redrow are among those estimated to be trading below their intrinsic value in this fluctuating market.
AIM:WINE
AIM:WINEConsumer Retailing

Discover 3 UK Penny Stocks With Market Caps Over £50M

The UK market has recently faced challenges, with the FTSE 100 index closing lower due to weak trade data from China, highlighting the interconnectedness of global economies. Amid these broader market fluctuations, investors often seek opportunities in areas that may offer growth potential despite economic headwinds. Penny stocks, though sometimes considered a relic of past eras, continue to attract attention for their affordability and potential for growth when backed by strong financials...
LSE:GEN
LSE:GENBuilding

3 UK Dividend Stocks To Watch With Up To 4.6% Yield

The UK market has recently faced challenges, with the FTSE 100 and FTSE 250 indices closing lower amid concerns over weak trade data from China, which is impacting companies heavily reliant on its economic health. In such volatile conditions, dividend stocks can offer a measure of stability and income potential for investors seeking to navigate uncertain markets.