NYSE:NGVC
NYSE:NGVCConsumer Retailing

Natural Grocers (NGVC) Earnings: Margin Improvement Challenges Cautious Profitability Narratives

Natural Grocers by Vitamin Cottage (NGVC) has wrapped up FY 2025 with fourth quarter revenue of $336.1 million and basic EPS of $0.51, alongside trailing twelve month revenue of about $1.3 billion and EPS of $2.02. Over the last few quarters the company has seen revenue move from $322.7 million in Q4 2024 to $336.1 million in Q4 2025, while quarterly EPS stepped up from $0.40 to roughly the low $0.50s as net income climbed from $9.0 million to $11.8 million. With net margin rising from 2.7%...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead (GILD) Valuation Check as New Yescarta Data Reinforces CAR T Role in Second-Line Lymphoma

Kite, a Gilead Sciences (GILD) company, just released new analysis showing its CAR T therapy Yescarta delivers consistent benefits as a second line option for difficult large B cell lymphoma cases. See our latest analysis for Gilead Sciences. That stronger oncology story is quietly reshaping how investors see Gilead, with the share price at $120.4 after a softer recent patch but a robust year to date share price return of 31.04 percent, backed by a 1 year total shareholder return of 33.86...
NYSE:BTU
NYSE:BTUOil and Gas

Peabody Energy (BTU): Revisiting Valuation After a 58% Three-Month Share Price Rebound

Why Peabody Energy is Back on Watchlists Peabody Energy (BTU) has quietly turned into a strong performer over the past 3 months, with the stock up roughly 58%, even as its latest annual results still show a small net loss. See our latest analysis for Peabody Energy. Zooming out, that recent strength comes after a choppy year. Peabody’s share price is now at $29.15, with momentum clearly rebuilding following a strong 90 day share price return alongside a solid five year total shareholder...
NYSE:LLY
NYSE:LLYPharmaceuticals

Has Lilly’s Obesity Drug Boom Pushed Its 2025 Valuation Too Far?

Wondering if Eli Lilly is still worth buying after its monster run, or if the upside has already been priced in? You are not alone, and that is exactly what this article aims to unpack. The stock has climbed 1.7% over the last week, 1.0% in the past month, and is up a hefty 32.1% year to date, building on a 31.2% gain over the last year and an astonishing 531.7% over five years. A big part of this momentum has been driven by excitement around Eli Lilly's obesity and diabetes treatments,...
NYSE:ABR
NYSE:ABRMortgage REITs

Assessing Arbor Realty Trust After a Sharp 2024 Slide and Earnings Based Valuation Gap

Wondering if Arbor Realty Trust at around $8.87 is a beaten down opportunity or a value trap? Let us unpack what the numbers are really saying about the stock. Despite a modest 0.2% gain over the last 7 days, the share price is still down 3.8% over 30 days, 35.6% year to date, and 30.6% over the past year, with only a 6.9% gain over five years. This naturally raises questions about whether the market has become too pessimistic. Recently, the stock has been in the spotlight as investors...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Is It Too Late to Consider ASML After Its Strong 2025 Rally and China Headwinds?

Wondering if ASML Holding is still worth buying after its huge run, or if the smart move now is to wait for a better entry point? The stock has slipped 2.8% over the last week but is still up 3.8% over the past month, with a hefty 34.1% gain year to date and 35.9% over the last year, reinforcing its long term growth story. Recent headlines have focused on ASML's dominant role in supplying advanced lithography tools for cutting edge chips and the impact of ongoing export restrictions to...
NasdaqGM:FEIM
NasdaqGM:FEIMElectronic

Frequency Electronics (FEIM) Q2 2026: 30% TTM Net Margin Reinforces Bullish Profitability Narrative

Frequency Electronics (FEIM) just posted Q2 2026 results with revenue of about $17.1 million and basic EPS of roughly $0.18, putting fresh numbers on the board for both the top and bottom line. The company has seen quarterly revenue move from around $15.8 million in Q2 2025 to $17.1 million this quarter, while basic EPS has shifted from approximately $0.28 to $0.18 over the same period, against a trailing-12-month net income backdrop of about $21.0 million. Taken together, the latest print...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Intuitive Machines (LUNR) Is Up 6.8% After Buying Lanteris To Become Full-Service Space Contractor

Earlier this month, Intuitive Machines acquired Lanteris Space Systems, moving to offer end-to-end space services spanning multiple orbital regimes and mission types. This move effectively recasts Intuitive Machines as a full-service space contractor, broadening its role across civil, defense, and commercial space programs. We’ll now examine how the Lanteris acquisition, and Intuitive Machines’ push into full-service space contracting, reshapes its investment narrative. AI is about to change...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Did BAFS–Portico Integration Just Recast Fiserv's (FISV) Credit Union Lending Tech Narrative?

In early December 2025, Business Alliance Financial Services (BAFS) announced its integration with Fiserv’s Portico® account processing system, giving Portico-using credit unions broader access to BAFS’ BLAST® commercial loan origination and accounting platform across the full lending lifecycle. This integration underscores how Fiserv’s core processing relationships can deepen its role in commercial lending technology for credit unions, potentially enhancing client stickiness and cross‑sell...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Is Qualcomm Still Attractively Priced After Its Edge AI Expansion and Three Year 66% Surge

If you are wondering whether QUALCOMM at around $178 a share is still a smart buy or if the best gains are already behind it, you are not alone. That question is exactly what this valuation deep dive will unpack. The stock has climbed about 2.0% over the last week, 0.9% over the past month, and is up 16.0% year to date. This adds to a solid 15.0% gain over the last year and a 66.6% gain over three years. Recent headlines have focused on QUALCOMM doubling down on AI at the edge, from...
BIT:STLAM
BIT:STLAMAuto

Does Stellantis’ Recent 20% Share Price Slide Reveal a Long Term Opportunity?

If you are wondering whether Stellantis is quietly turning into a bargain hiding in plain sight, this article is for you. It is aimed at investors trying to work out whether the current share price really reflects its long term potential or just short term jitters. Despite being down 20.4% year to date and 18.1% over the last year, the stock has shown some resilience recently, slipping 3.6% over the past week but still up 8.8% across the last 30 days. Recent headlines have focused on...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Margin Surge to 36.2% Reinforces Bullish AI Profitability Narrative

Broadcom (AVGO) kicked off FY 2025 with fiscal Q4 revenue of about $18.0 billion and basic EPS of $1.80, capping off a year in which trailing 12 month revenue reached roughly $63.9 billion and EPS climbed to $4.91 as reported earnings jumped 275.4% with net margins advancing to 36.2% from 12% the prior year. The company has seen revenue move from around $51.6 billion on a trailing 12 month basis in late 2024 to $63.9 billion by Q4 2025, while net income over the same window expanded from $6.2...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Valuation Check as Long-Serving CFO Announces Retirement and Transition to Special Advisor

Equinix (EQIX) just put a major leadership transition on the calendar, with longtime CFO Keith Taylor planning to retire in 2026 while staying on as a Special Advisor to support the handover. See our latest analysis for Equinix. The leadership change comes at a tricky moment for sentiment, with the share price at $750.32 and a year to date share price return of negative 20.54 percent. Even though the three year total shareholder return remains positive, this suggests longer term momentum is...
NYSE:GIS
NYSE:GISFood

Has General Mills’ 26% Share Price Slide in 2025 Created an Opportunity?

Wondering if General Mills at around $46.69 is a bargain hiding in plain sight or a classic value trap in the making? This article is designed to help you figure that out with a clear, valuation-first lens. Despite a modest 1.7% gain over the last 7 days and a flat 0.4% over 30 days, the stock is still down a steep 26.5% year to date and 26.8% over the last year, which naturally raises questions about whether sentiment has overshot the fundamentals. Recently, investors have been rethinking...
NYSE:MUX
NYSE:MUXMetals and Mining

How McEwen’s (MUX) New Drill Results and Pit Strategy Could Reshape Its Mine Life Profile

McEwen Inc. recently reported progress across several core assets, including completing the 2025 drill program at Lookout Mountain in Nevada and releasing new high‑grade drill results from the Froome Mine at the Fox Complex in Ontario, which together aim to increase resources, extend mine lives and support potential production growth. A distinctive aspect of these updates is the combination of near‑mine extensions at Froome West and early work to merge multiple pits at Unity Ridge, which...
TSX:CSU
TSX:CSUSoftware

Did Mark Miller’s Board Appointment Just Recast Constellation Software’s (TSX:CSU) Leadership and Investment Narrative?

Constellation Software recently appointed Mark Miller, its long-time President and Executive Chairman of Volaris Group, to its Board of Directors, following founder Mark Leonard’s resignation as CEO for health reasons while he remains Chair. This appointment brings a three-decade insider and the co-founder of Constellation’s first acquisition, Trapeze Group, directly into the boardroom, reinforcing leadership continuity across the group’s vertical market software platforms. We’ll now assess...
NYSE:HIMS
NYSE:HIMSHealthcare

Is Hims & Hers Health Still Attractive After Its 450% Surge and Telehealth Expansion?

Wondering if Hims & Hers Health is still a smart buy after its big run, or if the easy money has already been made? You are not alone, and this article is going to unpack exactly what the current price is really baking in. Even after a recent pullback of around 5.1% over the last week and 4.6% over the past month, the stock is still up 47.7% year to date and a massive 450.4% over three years. This tells you the market has already rewritten its expectations in a big way. That surge in...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Too Late to Consider Airbnb After Recent Share Price Rebound?

Wondering if Airbnb at around $128 a share is still a good deal or if the easy money has already been made? This article breaks down what the current price really implies about its future. Despite being down about 2.4% year to date and 2.0% over the last year, the stock has quietly climbed 3.3% in the past week and 5.5% over the last month, hinting that investor sentiment may be starting to turn. That recent strength has come as investors refocus on travel demand normalizing, ongoing product...
NYSE:TOST
NYSE:TOSTDiversified Financial

Has Toast’s Rally Stalled After A 7.5% Slide And Lofty Valuation Multiples?

If you are wondering whether Toast is actually a bargain at today’s prices or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack. The stock has slipped recently, down about 1.1% over the last week, 8.0% over the last month and 7.5% over the past year, even though it is still up around 88.1% over three years. Much of the recent share price action has been driven by changing market sentiment toward high growth, software enabled payment...
SEHK:2616
SEHK:2616Biotechs

Why CStone Pharmaceuticals (SEHK:2616) Is Up 7.9% After GAVRETO NRDL Inclusion Approval In China

CStone Pharmaceuticals announced that its RET-targeted cancer therapy GAVRETO® (pralsetinib) has been approved for inclusion in China’s National Reimbursement Drug List, with reimbursement due to begin on 1 January 2026. This listing materially broadens patient access in China’s public healthcare system, potentially reinforcing CStone’s role as a key oncology player in Greater China. We’ll now examine how NRDL inclusion for GAVRETO shapes CStone’s investment narrative, particularly around...