NasdaqGS:BANR
NasdaqGS:BANRBanks

Banner (BANR): Is the Recent Share Price Rebound Backed by the Valuation?

Banner (BANR) has quietly drifted higher over the past month, and that steady move is getting investors to revisit the regional bank’s mix of growth, income, and valuation. See our latest analysis for Banner. That 10.36% 1 month share price return stands out against a flat year to date move and a modest 1 year total shareholder return of 3.8%. This suggests momentum is only just starting to rebuild as investors reassess Banner’s earnings resilience and valuation. If Banner’s steady climb has...
NYSE:FTI
NYSE:FTIEnergy Services

Is It Too Late To Invest In TechnipFMC After Its 575% Five Year Surge?

If you have been wondering whether TechnipFMC is still a smart buy after its huge run, you are not alone. This stock is exactly the kind investors worry they might be late to. Despite a recent dip of 3.5% over the last week, the shares are still up 1.7% over 30 days, 51.2% year to date, 55.7% over the last year and an eye catching 575.0% over five years, which says a lot about how the market view of its prospects has evolved. Part of this momentum reflects growing optimism around offshore...
NasdaqGS:CERT
NasdaqGS:CERTHealthcare Services

Certara (CERT) CEO Transition: Taking a Fresh Look at the Company’s Valuation After the 2026 Leadership Change

Certara (CERT) is stepping into 2026 with a leadership reset, as long time CEO Dr. William Feehery exits and former IQVIA executive Jon Resnick takes the helm, reshaping expectations for the stock. See our latest analysis for Certara. The leadership handover seems to have sparked a modest rebound, with a 1 month share price return of 9.41 percent after a tough stretch that left the year to date share price return at negative 14.92 percent and the 5 year total shareholder return at negative...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Assessing Warner Bros. Discovery (WBD)’s Valuation After Its Strong Recent Share Price Rally

Why Warner Bros. Discovery Stock Is Back in Focus Warner Bros. Discovery (WBD) has quietly staged a strong comeback, with the stock up about 44% over the past 3 months and more than doubling over the past year. See our latest analysis for Warner Bros. Discovery. The recent leg higher looks more like momentum building than a one off bounce, with a 20.3% 1 month share price return feeding into a triple digit year to date gain and a similarly powerful 1 year total shareholder return, even as the...
NYSE:BLDR
NYSE:BLDRBuilding

Assessing Builders FirstSource (BLDR) Valuation After Jefferies’ Downgrade and Cautious Outlook

Builders FirstSource (BLDR) slipped after Jefferies cut its rating to Hold, a change that prompted investors to reassess how much future growth they are willing to pay for in this housing cycle. See our latest analysis for Builders FirstSource. That caution is showing up in the tape, with the 1 month share price return still positive at about 8 percent even as the year to date share price return sits near negative 27 percent and the 1 year total shareholder return is down roughly 31 percent...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Is It Too Late To Consider Blackstone Mortgage Trust After Its Recent 22.6% Share Price Rally?

If you are wondering whether Blackstone Mortgage Trust is still worth buying after its recent run, or if the easy money has already been made, you are not alone. The stock is up 22.6% over the last year and 13.2% year to date, with a strong 9.6% gain in the past month even after a small 1.6% pullback this week. Recent moves have been driven largely by shifting expectations around interest rates and commercial real estate credit risk, as investors reassess which mortgage REITs can navigate...
TSX:ARIS
TSX:ARISMetals and Mining

Reassessing Aris Mining (TSX:ARIS) After a Tripling Share Price: Is Further Upside Still Justified?

Aris Mining (TSX:ARIS) has quietly become one of the stronger performers on the TSX this year, with the stock up over 3x year to date as investors reassess its growth story. See our latest analysis for Aris Mining. That surge has been backed by a powerful 317% year to date share price return and a 339% one year total shareholder return, with the latest move higher suggesting bullish momentum is still building at around CA$21.96. If Aris’s run has you rethinking where growth and risk are...
TSE:7974
TSE:7974Entertainment

Nintendo (TSE:7974) Valuation Check as Switch 2 Sales Climb and Memory Costs Pressure Margins

Nintendo (TSE:7974) is in the spotlight after higher memory chip costs pressured margins just as its Switch 2 console takes off, a timing twist that is reshaping how investors think about its next hardware cycle. See our latest analysis for Nintendo. The recent drop, including a 1 month share price return of negative 18.27 percent, likely reflects investors recalibrating near term margin expectations, even as Nintendo’s 3 year total shareholder return of 103.06 percent suggests the longer...
NYSE:PERF
NYSE:PERFSoftware

Perfect Corp (NYSE:PERF) Valuation Check After New AI Holiday Shopping Trend Report

Perfect (NYSE:PERF) just released a new trend report on how AI is reshaping holiday shopping, showing that nearly 90% of consumers already lean on AI tools to discover products and personalize their experience. See our latest analysis for Perfect. The upbeat reaction to this latest AI shopping report adds a modest boost to Perfect’s recent momentum, with a 1 month share price return of 4.02 percent. However, that sits against a much weaker year to date share price return and a still heavily...
HLSE:SAMPO
HLSE:SAMPOInsurance

Sampo (HLSE:SAMPO): Assessing Valuation After Recent Share Price Gains

Recent performance and market context Sampo Oyj (HLSE:SAMPO) has quietly extended its upward trend, with the share price up about 3 % over the past month and roughly 6 % in the past 3 months, drawing fresh interest from income focused investors. See our latest analysis for Sampo Oyj. That steady 28.46 % year to date share price return, alongside a robust 35.86 % one year total shareholder return when dividends are included, suggests momentum is quietly building as investors lean into Sampo...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

WeRide (WRD): Taking a Fresh Look at Valuation After Launching Public Robotaxi Service in Dubai

WeRide (WRD) just flipped the switch on public robotaxi rides in Dubai, rolling out its autonomous fleet on the Uber app across busy beachside districts, and investors are now weighing what this expansion means for future growth. See our latest analysis for WeRide. The launch in Dubai comes after a strong operational ramp up this year, yet the stock tells a more cautious story, with a 30 day share price return of 20.22 percent but a year to date share price return of negative 39.68 percent...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

Assessing Apogee Therapeutics (APGE) Valuation After Stephens Highlights APG777’s Potential in Atopic Dermatitis

Stephens just kicked off coverage of Apogee Therapeutics (APGE) after highlighting fresh data around its lead drug APG777 in atopic dermatitis, a move that shines a brighter light on the company’s long term pipeline story. See our latest analysis for Apogee Therapeutics. That backdrop helps explain why investors have been leaning in, with Apogee’s 30 day share price return at 21.18 percent, a powerful 90 day share price return of 111.74 percent, and a 1 year total shareholder return of 62.13...
NYSE:NET
NYSE:NETIT

Is It Too Late To Consider Cloudflare After Its 74% Surge In 2025?

Wondering if Cloudflare is still worth buying after its massive run, or if the stock has already priced in the hype? Let us unpack what the current share price is really implying about its future. Cloudflare is not exactly a quiet name, with the stock up 73.9% year to date and 73.6% over the last year, even after a recent 3.3% dip this week and a roughly flat 30 day move at down 0.3%. These swings have come as investors digest a steady stream of product launches and partnership announcements...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX) Q2 2026 Margin Stability Keeps Efficiency Narratives Under Scrutiny

FedEx (FDX) has posted Q2 2026 results with revenue of $23.5 billion and basic EPS of $4.07, anchored by net income of $956 million as the company continues to navigate a steady but measured freight environment. The company has seen revenue move from $21.6 billion in Q3 2025 to $22.0 billion in Q4 2025, $22.2 billion in Q1 2026, and now $23.5 billion in Q2 2026. Basic EPS has ranged from $3.78 to $6.92 over that stretch before landing at $4.07 this quarter, setting up a picture of consistent...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH (ENXTPA:MC) Using Bulgari’s New CEO To Rebalance Heritage And Luxury Hospitality Ambitions?

In July 2025, Laura Burdese took over as CEO of Bulgari, succeeding long-time leader Jean-Christophe Babin, who remains chairman and head of the Bulgari Hotel business unit. This leadership reshuffle at one of LVMH’s key jewelry and hospitality brands could subtly reshape how the group balances heritage with expansion. We’ll now explore how Burdese’s appointment at Bulgari might influence LVMH’s broader investment narrative, especially around brand diversification and luxury hospitality. The...