NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Eos Energy Enterprises (EOSE) Valuation After JPMorgan Coverage, Major Financing and Zinc Battery Expansion Plans

Eos Energy Enterprises (EOSE) has been back in the spotlight after JPMorgan kicked off coverage, just as the company locked in over $1 billion in financing and ramped its zinc based battery manufacturing plans. See our latest analysis for Eos Energy Enterprises. Those headlines appear to be feeding into a volatile but improving trend, with the latest share price at $13.07, a 1 day share price return of 6.2% and a year to date share price return of 136.4%. The 1 year total shareholder return...
NYSE:JLL
NYSE:JLLReal Estate

How Investors Are Reacting To Jones Lang LaSalle (JLL) 2026 Outlook And AI Data Center Demand

Earlier this month, Jones Lang LaSalle released its Global Real Estate Outlook, indicating that after a difficult year, it now expects a more supportive 2026 backdrop driven by positive economic growth, moderating inflation, easing trade tensions, and lower interest rates alongside active debt markets. The firm also highlighted that the AI infrastructure build-out is set to keep fueling demand for data centers and stronger leasing across multiple property types, potentially reshaping how...
NYSE:REXR
NYSE:REXRIndustrial REITs

Rexford Industrial Realty (REXR): A Fresh Look at Valuation After a Modest Share Price Rebound

Valuation snapshot and recent performance Rexford Industrial Realty (REXR) has been quietly grinding higher this year, up roughly 7% year to date and about 13% over the past year, even as its 3 year return remains negative. See our latest analysis for Rexford Industrial Realty. That modest 1 year total shareholder return of just over 13% suggests investors are cautiously warming back up to Rexford, but the weak 3 year total return still reflects lingering doubts about growth and interest rate...
TSE:8113
TSE:8113Household Products

Unicharm (TSE:8113) Valuation Check as New Dry Washing Diaper Recycling Method Rolls Out

Unicharm (TSE:8113) just unveiled its Dry Washing Method for diaper recycling, slashing water use to about 1/50th of current processes. This targeted sustainability move could reshape its long term growth narrative. See our latest analysis for Unicharm. Despite this technological leap, Unicharm’s 1 year total shareholder return of around minus 31 percent and year to date share price return near minus 29 percent suggest sentiment has been weak. Any sustained excitement around Dry Washing could...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Is monday.com’s (MNDY) AI Spending Power Quietly Redefining Its Competitive Moat?

In recent days, analysts including BTIG have reiterated positive views on monday.com’s expanding AI-driven work management and CRM platform, underpinned by strong annual recurring revenue growth and high gross margins. An interesting angle is how monday.com’s elite software-like gross margin profile and solid free cash flow give it more room to invest aggressively in AI and ecosystem expansion than many peers. Now we’ll explore how this renewed analyst optimism around monday.com’s...
NasdaqGM:FLY
NasdaqGM:FLYAerospace & Defense

Firefly Aerospace (FLY) Faces Lawsuits and New COO Hire Is Its Growth Story at a Crossroads?

In recent weeks, Firefly Aerospace has faced multiple securities class action lawsuits alleging misleading statements about demand, growth prospects, and the operational readiness of its Alpha rocket and Spacecraft Solutions programs, while also closing a US$223.00 million shelf registration for more than 11.11 million common shares. At the same time, Firefly has attracted fresh attention through the appointment of veteran Boeing operations leader Ramon Sanchez as Chief Operating Officer and...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Is It Too Late to Consider Powell Industries After Its 860% Multi Year Surge?

If you are wondering whether Powell Industries is still a smart buy after its massive run or if most of the easy gains are already behind it, this article will help you size up the stock from a valuation perspective. After an extraordinary multiyear climb of about 860.5% over three years and 1108.8% over five years, the stock is still up 45.5% year to date and 36.1% over the past year, even though it has dipped about 1.2% in the last week while gaining 18.0% over the past month. Recent moves...
NYSE:PPL
NYSE:PPLElectric Utilities

The Bull Case For PPL (PPL) Could Change Following Storm Outages And Contested Grid Rate Hike

Recent high winds across Pennsylvania caused widespread storm-related damage and power outages for tens of thousands of PPL customers, with crews working to restore service and rebuild key transmission lines to improve reliability. At the same time, PPL’s request for a US$356.00 million annual base-rate increase to fund grid resilience upgrades has drawn strong public and political pushback, highlighting tension between reliability investment needs and customer affordability concerns. We’ll...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Adobe (ADBE): Reassessing Valuation After a Recent Share Price Rebound

Adobe (ADBE) has quietly climbed about 10% over the past month, even as its year-to-date performance remains down nearly 19%. This naturally raises questions about what the market is reassessing. See our latest analysis for Adobe. That recent 1 month share price return of nearly 10% looks more like a relief rally than a full trend change, given the roughly 19% year to date share price decline and modest 3 year total shareholder return. If Adobe has you thinking about where digital...
NasdaqCM:SSII
NasdaqCM:SSIIMedical Equipment

How SS Innovations’ FDA 510(k) Bid for SSi Mantra Could Impact SSII Investors

Earlier in December 2025, SS Innovations International announced it had submitted a 510(k) premarket notification to the US FDA for its SSi Mantra surgical robotic system, targeting multiple procedure types including general, urological, colorectal, gynecological, and cardiac surgery. The company is seeking to leverage the typically faster and more cost-efficient 510(k) pathway while simultaneously pursuing EU CE marking, building on an installed base of 138 systems across eight countries...
NYSE:SPOT
NYSE:SPOTEntertainment

Will New Board Additions and NAVER Tie-Up Change Spotify Technology's (SPOT) Growth Narrative?

Spotify Technology S.A. previously held an extraordinary general meeting on December 10, 2025, where shareholders elected Alex Norström and Gustav Söderström to the Board of Directors, effective January 1, 2026, while the company advanced new partnerships such as its NAVER Corp integration in South Korea. These leadership changes and product integrations, alongside broader analyst attention on Spotify’s evolving multi-format platform, highlight how the company is seeking to deepen engagement...
CNSX:CL
CNSX:CLPharmaceuticals

Cresco Labs (CL): Reassessing Valuation After Historic U.S. Cannabis Rescheduling Boosts Growth Expectations

Cresco Labs (CL) is back in the spotlight after the U.S. government moved to reschedule cannabis from Schedule I to Schedule III, a policy shift management says could materially reshape its tax profile and growth trajectory. See our latest analysis for Cresco Labs. The market has started to price in that optimism, with the share price at $1.76 after a 1 month share price return of 55.75 percent and a 1 year total shareholder return of 35.38 percent, even though longer term total shareholder...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Does Lyft’s Canadian Holiday Safety Push Signal Durable Partnership-Led Growth For LYFT?

Recently, Lyft expanded its Canadian presence into Halifax and Saskatchewan while partnering on multiple free holiday ride programs aimed at reducing impaired driving and improving access to essential services for students and communities. These moves highlight how Lyft is using targeted regional growth and high-visibility safety initiatives to deepen rider engagement and strengthen its brand with public partners. Next, we’ll examine how Lyft’s Canadian expansion and holiday safety programs...
NasdaqGS:PNTG
NasdaqGS:PNTGHealthcare

Is It Too Late To Consider Pennant Group After Its Strong Multi Year Share Price Rally?

If you are wondering whether Pennant Group is still attractively priced today, or if most of the potential upside has already been captured, you are in the right place to unpack what the market might be missing. The stock has eased slightly over the last week, down about 1.3%. It is still up around 10.0% over the past month, 10.9% year to date, and 194.9% over three years, although it remains down 51.9% over five years. Those swings sit against a backdrop of steady operational progress and...
NYSE:AIG
NYSE:AIGInsurance

AIG Valuation After New International Insurance Chief and Lloyd’s Syndicate Partnership Reshape Growth Strategy

The latest moves at American International Group (AIG) are hard to ignore, with a new international commercial insurance chief on deck and a fresh Lloyd's syndicate partnership reshaping how the insurer approaches specialty risk. See our latest analysis for American International Group. Those leadership changes and the new Lloyd's syndicate are landing against a strong backdrop, with AIG's 30 day share price return of 13.26 percent helping lift its year to date share price gain to 17.88...
NYSE:AL
NYSE:ALTrade Distributors

Reassessing Air Lease (AL) Valuation After a Strong Multi‑Year Share Price Rally

Air Lease (AL) has quietly ridden a strong tailwind this year, with shares up roughly 34% in 2024 and more than 80% over the past 3 years, outpacing many transport peers. See our latest analysis for Air Lease. That steady climb has not been about quick spikes in sentiment, with the 2024 share price return of roughly 34% and three year total shareholder return above 80% pointing to momentum that is still building rather than fading. If Air Lease’s rally has you rethinking where the next leg of...
TSX:BB
TSX:BBSoftware

Does BlackBerry’s Slipping Share Price Reflect Its Software Transformation Potential?

Is BlackBerry’s Share Price Telling the Full Story? BlackBerry has been through several reinventions, and its stock still divides opinion between nostalgic skeptics and believers in its cybersecurity and IoT pivot. Understanding whether today’s share price reflects that evolving story means digging deeper than headline moves. Over the last week, month, and year, the stock has slipped, with returns of -12.2% over 7 days, -12.1% over 30 days, and -1.7% over the last year, all against a backdrop...
LSE:RR.
LSE:RR.Aerospace & Defense

Is It Too Late To Consider Rolls-Royce After Its 1192% Three Year Surge?

If you are wondering whether Rolls-Royce Holdings is still worth buying after its massive run up, or if the real value has already been priced in, you are not alone. The stock has climbed 6.7% over the last week, 12.7% over the past month, and an eye catching 105.9% in the last year, while the 3 year gain sits at an extraordinary 1192.2%. These large moves have come alongside a major turnaround story, including aggressive cost cutting, a sharper focus on core civil aerospace and defense...
NYSE:VIPS
NYSE:VIPSMultiline Retail

Vipshop (NYSE:VIPS) Valuation Check After 46% Year-to-Date Share Price Rebound

Recent performance and why Vipshop is drawing attention Vipshop Holdings (VIPS) has quietly put together a strong run this year, with the stock up roughly 46% year to date. This performance is prompting investors to revisit its growth story and valuation. See our latest analysis for Vipshop Holdings. That strong year to date share price return of about 46 percent sits alongside a 1 year total shareholder return of roughly 46 percent and a 3 year total shareholder return just above 50 percent,...
NYSE:NOC
NYSE:NOCAerospace & Defense

Did New Missile Warning and EW Contracts Just Shift Northrop Grumman's (NOC) Investment Narrative?

In recent months, Northrop Grumman has secured multiple U.S. and allied defense awards, including Space Development Agency Tracking Layer Tranche 3 satellites, a US$264.87 million B-2 rudder contract modification, new Global Hawk and Columbia Launcher Program work, and a US$334.42 million electronic warfare systems award that could expand further if options are exercised. Together with progress in solid rocket motor testing, international partnerships, and Poland’s full operational use of...
NasdaqGM:AMAL
NasdaqGM:AMALBanks

Assessing Amalgamated Financial (AMAL)’s Valuation After Its Recent Share Price Rebound

Amalgamated Financial (AMAL) has quietly outperformed many regional peers, with the stock up roughly 14% over the past month and nearly 18% in the past 3 months. This performance invites a closer look at what is driving that strength. See our latest analysis for Amalgamated Financial. Despite some short term noise, with a recent 1 day share price return of minus 1.7 percent, Amalgamated Financial's 30 day share price return of 14.4 percent suggests momentum is rebuilding. A 5 year total...
NYSE:TJX
NYSE:TJXSpecialty Retail

TJX (TJX) Valuation Check After Strong 3‑Month and 1‑Year Share Price Performance

TJX Companies (TJX) has quietly kept rewarding patient shareholders, with the stock up about 11% over the past 3 months and nearly 28% over the past year, handily beating many retail peers. See our latest analysis for TJX Companies. With the share price now around $154.6 and a strong year to date share price return alongside a robust three year total shareholder return, the recent pullback looks more like a pause in a broader uptrend as investors reassess how much of TJX Companies steady...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Should Synaptics’ CES 2026 Edge AI Platform Push Require Action From Synaptics (SYNA) Investors?

Synaptics announced that it will showcase its Astra AI-native SoCs, Veros wireless solutions, and multimodal sensing technologies for Edge AI applications at its private suite during CES 2026, held at the Venetian Hotel in Las Vegas. This broad, integrated portfolio across smart home, industrial automation, robotics, and personal devices underscores Synaptics’ push to embed on-device intelligence and connectivity into a wide range of real-world systems. We’ll now examine how Synaptics’ CES...