NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI): Valuation Check After Tucson Smart Water Expansion and New Cloud AMI Deployment

Itron (ITRI) just landed a meaningful smart water win with Tucson Water, rolling out 250,000 connected meters and a cloud platform that deepen its foothold in municipal conservation technology and recurring software-like revenue. See our latest analysis for Itron. The 1 year total shareholder return is down 11.7 percent and the 90 day share price return has slid about 20 percent, suggesting momentum has cooled even as deals like Tucson hint at a stronger long term growth story. If this kind...
NYSE:SJM
NYSE:SJMFood

Reassessing J. M. Smucker (SJM) Valuation After Upbeat Brand, Coffee Margin, and Earnings Outlook Updates

J. M. Smucker (SJM) just got a sentiment bump after fresh updates on its Sweet Baked Snacks and Hostess brands, improving coffee margins, and stronger long term earnings estimates tied to Uncrustables growth. See our latest analysis for J. M. Smucker. Even with the upbeat narrative around Hostess integration, better coffee margins, and Uncrustables scaling toward billion dollar sales, the stock has stayed under pressure. The year to date share price return of negative 11.39 percent and a...
NYSE:BLD
NYSE:BLDConsumer Durables

TopBuild (BLD): Assessing Valuation After a Strong Year-to-Date Share Price Rally

TopBuild (BLD) has quietly outperformed many construction peers this year, and with the stock up roughly 38% year to date, investors are asking whether the recent momentum still offers reasonable upside. See our latest analysis for TopBuild. Recent trading has cooled a little, with a modest pullback in the 7 day share price return after a strong year to date share price return and robust multi year total shareholder returns. Taken together, these still point to underlying momentum rather than...
NYSE:ENVA
NYSE:ENVAConsumer Finance

Enova International (ENVA): Assessing Valuation After a 70% Year-to-Date Share Price Surge

Enova International (ENVA) has quietly delivered a strong run lately, with the stock up about 70% this year and roughly 35% over the past month, catching more investors’ attention. See our latest analysis for Enova International. The latest share price of $163.85 caps a powerful stretch for Enova International, with momentum clearly building as a strong year to date share price return aligns with robust multi year total shareholder returns and solid growth in revenue and earnings. If Enova’s...
NYSE:FIG
NYSE:FIGSoftware

Figma (FIG): Reassessing Valuation After a Recent Share Price Rebound and Tough Year-To-Date Decline

Figma (FIG) shares have quietly climbed about 10% over the past month, even after sliding roughly 31% in the past 3 months and more than 65% year to date. See our latest analysis for Figma. The 10.46% 1 month share price return suggests sentiment is stabilizing after a brutal year to date slide, as investors reassess both Figma's growth runway and perceived execution risks. If this rebound has you rethinking your tech exposure, it could be worth exploring other potential opportunities across...
TSX:TOU
TSX:TOUOil and Gas

Does Tourmaline (TSX:TOU) CEO Share Buying Quietly Reframe the Stock’s Long-Term Risk‑Reward Profile?

On December 18, 2025, Tourmaline Oil CEO Mike Rose bought 2,500 common shares on a direct ownership basis at CA$59.987 per share, increasing his personal stake in the company. This insider purchase can be viewed as a meaningful signal of management’s confidence, often drawing closer investor attention to the company’s long-term direction. We’ll now explore how the CEO’s recent insider share purchase could influence Tourmaline Oil’s existing investment narrative and risk profile. The end of...
SEHK:512
SEHK:512Pharmaceuticals

How Positive Phase II Depression Trial Data For GPN01360 At Grand Pharmaceutical Group (SEHK:512) Has Changed Its Investment Story

Earlier this month, Grand Pharmaceutical Group announced that its innovative traditional Chinese medicine GPN01360 met the primary and multiple secondary endpoints in a randomized, double-blind, placebo-controlled Phase II depression trial in China, showing significant symptom improvement and favorable safety over eight weeks. The result not only advances GPN01360 as a potential new option for depression with anxiety and insomnia, but also underlines Grand Pharmaceutical’s effort to extend...
NasdaqGM:RDNT
NasdaqGM:RDNTHealthcare

RadNet (RDNT) Valuation Check After Short-Seller Critique and Raymond James’ Defense of Its AI Story

RadNet (RDNT) has been on a rollercoaster after Hunterbrook Capital’s short report hammered the stock, only for Raymond James to step in and defend the company, remaining positive on its long term outlook. See our latest analysis for RadNet. Against that backdrop, RadNet’s share price has whipsawed but is still up solidly on a year to date basis. Its exceptional three year total shareholder return suggests the long term momentum story is intact despite near term volatility. If this kind of...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Masimo (MASI): Reassessing Valuation After a Steady Slide in Share Price

Masimo (MASI) has been drifting lower recently, and that slide is catching investors attention as they reassess what the current price implies about the company future earnings power and competitive position. See our latest analysis for Masimo. The latest dip comes on top of a much steeper slide, with the share price down around 20 percent year to date and the one year total shareholder return similarly weak. This signals that momentum has clearly been fading as investors reassess growth and...
NasdaqGS:AAON
NasdaqGS:AAONBuilding

Assessing AAON (AAON) Valuation After Insider Buying, Leadership Changes and Upgraded Guidance

AAON (AAON) is back on investors radar after Executive Vice President Stephen E. Wakefield bought more than 6,000 shares, just as the company lifted guidance on the back of strong data center driven results. See our latest analysis for AAON. Despite strong third quarter results and upgraded guidance, AAON’s share price has slid to about $75. This has led to a steep year to date share price return decline, but the company still has a solid multi year total shareholder return, suggesting...
NYSE:FNB
NYSE:FNBBanks

Could F.N.B’s New Payment Switch Reveal a Deeper Shift in Its Digital Strategy (FNB)?

Earlier this week, F.N.B. Corporation announced Payment Switch, a mobile banking feature that lets customers automatically move recurring ACH and debit card payments to FNB, alongside new instant payments capabilities for faster fund transfers. By combining Payment Switch with its existing Direct Deposit Switch and eStore onboarding platform, F.N.B. is aiming to remove friction when customers change banks and deepen its role as their primary financial institution. Next, we’ll explore how...