NYSE:AME
NYSE:AMEElectrical

How AMETEK’s New SmartTank ST705 Radar Sensor Could Shape AME Investors’ Connected-Industry Thesis

Earlier this week, AMETEK’s SkyBitz business launched the SmartTank ST705 Radar Monitor, a C1D1-certified, non-contact liquid-level sensor that delivers real-time monitoring for fuels, chemicals, lubricants, waste oil, and other industrial fluids, integrating with the SmartTank Portal and Tank Installer Mobile App for faster deployment and data access. This new radar-based, non-invasive sensor, with support for varied tank materials and shapes and battery life of up to 10 years, underscores...
NYSE:KMPR
NYSE:KMPRInsurance

Reassessing Kemper (KMPR) Valuation After William Blair’s Downgrade and Growing Analyst Caution

William Blair’s downgrade of Kemper (KMPR) from Market Perform to Underperform has sharpened the spotlight on the insurer, as a string of cautious calls nudges investors to reassess expectations. See our latest analysis for Kemper. That more cautious stance comes after a choppy stretch, with Kemper’s 1 month share price return of 4.62 percent failing to offset a 90 day share price decline of 21.30 percent and a 1 year total shareholder return of negative 35.77 percent. This signals that...
NYSE:DLB
NYSE:DLBSoftware

Should Dolby’s New LG Sound Suite And First U.S. Vision+Atmos Cinema Rollout Require Action From Dolby Laboratories (DLB) Investors?

In December 2025, Dolby Laboratories and LG Electronics unveiled the LG Sound Suite, a modular home audio system built around the H7 soundbar powered by Dolby Atmos FlexConnect, while The Movie Experience SLO became the first U.S. exhibitor to adopt Dolby’s combined Dolby Vision+Atmos cinema solution. Together, these launches show how Dolby is extending its Atmos and Vision ecosystem across both home and theatrical experiences, reinforcing its role at the center of premium entertainment...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Vera’s New Capital Raise and Legal Transition Might Change The Case For Investing In Vera Therapeutics (VERA)

In December 2025, Vera Therapeutics completed a US$260.87 million follow-on offering of 6,138,108 Class A common shares at US$42.50, while also announcing that Chief Legal Officer Jason Carter will step down effective December 24, 2025. The sizeable capital raise, coming shortly before a change in the company’s top legal leadership, highlights both Vera’s funding ambitions and governance transition. With this large follow-on offering as a backdrop, we’ll now examine how these developments...
NYSE:CRS
NYSE:CRSAerospace & Defense

Carpenter Technology (CRS) Valuation After NYSE Composite Inclusion and Strong Recent Share Price Performance

Carpenter Technology (CRS) just earned a spot in the NYSE Composite index, a move that puts this specialty metals manufacturer on more investors’ radar as index-tracking funds realign their portfolios. See our latest analysis for Carpenter Technology. The timing could hardly be better, with a 90 day share price return of 34.77% and a powerful 1 year total shareholder return of 93.22% indicating clear positive momentum behind the $327.15 stock. If Carpenter’s surge has you rethinking your...
TSE:6857
TSE:6857Semiconductor

Advantest (TSE:6857) Valuation Check After New AI & HPC Die-Level Testing Collaboration With Tokyo Seimitsu

Advantest (TSE:6857) just put a fresh spotlight on its stock with a new collaboration with Tokyo Seimitsu, targeting die level testing for demanding AI and high performance computing devices. See our latest analysis for Advantest. That new AI and HPC collaboration lands after a string of product launches and capital moves, and the market seems to like the direction. The 90 day share price return of 27.8 percent and the 5 year total shareholder return of 993.5 percent suggest momentum is still...
SEHK:2282
SEHK:2282Hospitality

Will Elevating Veteran Insider Kenneth Feng To CEO Reshape MGM China Holdings' (SEHK:2282) Macau Narrative

MGM China Holdings has appointed long-serving executive Kenneth Xiaofeng Feng as chief executive officer, effective December 19, 2025, after more than two decades in varied finance, operations and development roles across the MGM group. By elevating its president and executive director, with deep international operations and audit committee experience, to a three-year CEO term, the board is signaling confidence in continuity and execution-focused leadership for its Macau business. We’ll now...
SGX:K71U
SGX:K71UOffice REITs

Keppel REIT (SGX:K71U): Reassessing Valuation After Its SGD 886m Rights Issue and Capital Raise

Keppel REIT (SGX:K71U) has kicked off a sizeable rights issue, filing a follow on equity offering of about SGD 886 million at SGD 0.96 per unit. This is a move that directly reshapes its near term capital structure and investor calculations. See our latest analysis for Keppel REIT. The rights issue comes after a relatively resilient run, with a year to date share price return of 13.79% and a 1 year total shareholder return of 27.81%. This suggests momentum is still broadly constructive...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Tractor Supply (TSCO): Reviewing Valuation After Two Years of Weak Same-Store Sales and Slower Revenue Growth

Recent commentary around Tractor Supply (TSCO) has zeroed in on two weak spots: slower revenue growth and soft same store sales, which together suggest its rural retail formula is feeling the heat from tougher competition and thinner margins. See our latest analysis for Tractor Supply. The recent 1 month share price return of minus 2.9 percent and 3 month share price return of minus 11.6 percent suggest momentum is fading at the current 51.40 dollars share price, even though the 5 year total...
NYSE:GWRE
NYSE:GWRESoftware

Guidewire’s Heritage Cloud Win and New Olos AI Suite Could Be A Game Changer For GWRE

Earlier this month, Heritage Insurance Company and Guidewire reported that Heritage has gone live with Guidewire PolicyCenter and BillingCenter on Guidewire Cloud Platform across homeowners and dwelling fire products in 13 states, completing its migration to the full InsuranceSuite after deploying ClaimCenter in 2023. Guidewire also introduced its Olos release, which adds unified pricing management, new AI-powered underwriting and claims tools, and an agentic AI framework, underscoring its...
NYSE:STT
NYSE:STTCapital Markets

Is State Street’s New ETF Wins And OCC Role Quietly Recasting Its Core Edge In Markets (STT)?

State Street Corporation recently announced several developments, including a US$0.84 quarterly dividend payable on January 12, 2026, new ETF servicing mandates for Dimensional Fund Advisors in Europe, and its role as the first bank clearing member at the Options Clearing Corporation. Together with expectations for upcoming fourth-quarter 2025 results, these client wins and clearing capabilities highlight how State Street is deepening its role at the center of global institutional investing...
NYSE:LBRT
NYSE:LBRTEnergy Services

Is Liberty Energy (LBRT) Quietly Recasting Its Cyclical Fracking Story Into a Power-Utility Narrative?

In recent months, Liberty Energy Inc. has outlined a shift from its traditional North American hydraulic fracturing roots toward behind-the-meter power solutions, targeting large, always-on customers such as data centers and aiming to secure more than 1 GW of contracted capacity by 2027. This evolution suggests Liberty Energy is seeking to reposition itself as an integrated energy and power provider, using its technology and project capabilities to tap long-duration, infrastructure-like...
TSE:9301
TSE:9301Infrastructure

Mitsubishi Logistics (TSE:9301) Valuation Check as It Reshapes Operations for Grid Electricity Storage Expansion

Mitsubishi Logistics (TSE:9301) has approved an organizational reshuffle to kick start its grid electricity storage business, creating a new preparation chamber and adjusting senior roles to support this expansion. See our latest analysis for Mitsubishi Logistics. The grid storage push fits into a steady, if unspectacular, year for Mitsubishi Logistics, with an 8.9% 1 month share price return and a powerful 3 year total shareholder return of 111.1% suggesting long term momentum remains firmly...
NYSE:THR
NYSE:THRElectrical

What Thermon Group Holdings (THR)'s Big Earnings Beat and Upgrades Mean For Shareholders

In the past few days, Thermon Group reported revenue, EPS, and EBITDA results that were well ahead of analyst expectations, delivering the largest earnings beat among its electrical systems peers and driving strong positive revisions to earnings estimates for the current and next fiscal years. This combination of outperformance and upward estimate revisions has strengthened Thermon’s momentum profile, highlighting how earnings quality and consistency are increasingly central to the company’s...