TSX:PAAS
TSX:PAASMetals and Mining

Pan American Silver (TSX:PAAS) Valuation After Major Exploration Results and Resource Expansion Update

Pan American Silver (TSX:PAAS) just dropped a dense exploration update, and that is what has the stock back on a lot of watchlists. Investors are weighing how these drill results could shift future production and valuation. See our latest analysis for Pan American Silver. Those exploration wins come on top of a packed news flow this year, and the market has noticed, with a roughly 29% 3 month share price return and a near doubling in 1 year total shareholder return, signaling strong momentum...
NYSE:FHI
NYSE:FHICapital Markets

Federated Hermes (FHI) Valuation After Leadership Succession Plan and AmeriServ Distribution Alliance

Federated Hermes (FHI) just stacked two meaningful updates for investors, outlining a 2026 leadership handoff while striking a new distribution alliance with AmeriServ that could quietly extend its reach across Western Pennsylvania. See our latest analysis for Federated Hermes. At around $50.85, the stock’s recent positive year to date share price return sits alongside a robust multi year total shareholder return, suggesting momentum is broadly constructive as investors warm to the growth,...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Will Nextpower's New Southeast Hub and Capacity Expansion Change Nextpower's (NXT) Narrative

Nextpower recently opened an expanded Southeast regional hub in Nashville, including a new Remote Monitoring Center, and doubled its U.S. solar tracker steel fabrication capacity through an additional MSS Steel Tubes USA line in Memphis that is expected to support around 150 skilled jobs as it ramps up. This regional build-out strengthens Nextpower’s role in supplying utility-scale solar projects across multiple Southeastern states, particularly for long-term partner Silicon Ranch, while...
NasdaqGS:STOK
NasdaqGS:STOKBiotechs

Does New Dravet Data for Zorevunersen Strengthen the Bull Case for Stoke Therapeutics (STOK)?

Stoke Therapeutics and Biogen recently reported long-term Phase 1/2a and open-label extension data at the 2025 American Epilepsy Society meeting, showing durable seizure reductions and better cognition, behavior, and quality of life in Dravet syndrome patients treated with investigational antisense oligonucleotide zorevunersen alongside standard anti-seizure medicines. A propensity score weighted comparison with the ONTERFLY natural history cohort, along with EEG evidence of dose-dependent...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

Skyward Specialty Insurance Group (SKWD): Reassessing Valuation After a Year of Share Price Underperformance

Skyward Specialty Insurance Group (SKWD) has been sliding recently, with the stock down about 13% over the past year even as revenue and net income have been growing at roughly 21% annually. See our latest analysis for Skyward Specialty Insurance Group. That softer sentiment has shown up in the numbers, with a 1 year total shareholder return of about minus 13% and a roughly 7% 3 month share price decline leaving the stock at around $46.60. This suggests investors are reassessing near term...
NasdaqCM:AHCO
NasdaqCM:AHCOHealthcare

Assessing AdaptHealth (AHCO) Valuation After Recent Share Price Pullback and New Long-Term Contract

AdaptHealth (AHCO) has quietly slipped about 9% over the past month, even as revenue and net income keep growing. That kind of disconnect tends to catch value focused investors’ attention. See our latest analysis for AdaptHealth. Zooming out from the recent pullback, AdaptHealth’s 1 month share price return of minus 8.9 percent sits against a relatively modest year to date share price decline and a far more painful 3 year total shareholder return of roughly minus 57 percent. This suggests...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Astronics (ATRO) Is Down 6.3% After Airbus Cuts A320 Delivery Targets Over Panel Issues

Astronics Corporation recently came under pressure after Airbus cut its 2025 A320-family delivery target due to fuselage panel quality issues, raising questions about future demand visibility for key aerospace suppliers. At the same time, fresh Buy ratings from Craig-Hallum and TD Cowen highlight how analysts currently view Astronics’ long-term positioning in the aerospace supply chain. We’ll now examine how Airbus’ reduced A320-family delivery outlook could influence Astronics’ investment...
NYSE:KD
NYSE:KDIT

How Kyndryl’s New Agentic AI Mainframe Services Could Reshape the Investment Case for KD Investors

In November 2025, Kyndryl announced new AI-powered mainframe services that integrate agentic AI, IBM Watsonx Assistant for Z, and its Kyndryl Bridge platform to help IBM z/OS customers modernize operations, automate decision-making, and expand AI use across hybrid IT environments. An interesting aspect is how Kyndryl is packaging its decades of mainframe expertise into an AI assistant and agentic workflows aimed at easing talent shortages while pushing AI inferencing closer to core...
NYSE:EVTL
NYSE:EVTLAerospace & Defense

Vertical Aerospace (NYSE:EVTL): Valuation Check After Insider Buying and Upcoming Flight Test Milestones

Insider buying and upcoming milestones draw attention to Vertical Aerospace Vertical Aerospace (NYSE:EVTL) is back on investors radar after insiders boosted their holdings by roughly 50% in November, while majority owner Mudrick Capital added 350,000 shares ahead of key December milestones. See our latest analysis for Vertical Aerospace. That insider buying has landed just as the share price has snapped back, with a 7 day share price return of 50.44% and 90 day share price return of 46.85%...
TSX:EFX
TSX:EFXEnergy Services

Enerflex (TSX:EFX): Revisiting Valuation After $400 Million Debt Refinancing and Extended Maturities

Enerflex (TSX:EFX) just refinanced a big chunk of its balance sheet, locking in $400 million of senior unsecured notes due 2031 to take out its pricier secured 2027 debt and extend maturities. See our latest analysis for Enerflex. That refinancing news comes on the heels of Enerflex’s 6.875% senior unsecured notes launch and a fresh board appointment. The market has taken notice, with a strong recent 90 day share price return feeding into an impressive multi year total shareholder return...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

IES Holdings (IESC): Valuation Check After Strong 2025 Results and Gulf Island Fabrication Acquisition

IES Holdings (IESC) just wrapped up fiscal 2025 with upbeat fourth quarter and full year results, powered by data center demand, while also announcing the Gulf Island Fabrication acquisition to deepen its infrastructure capabilities. See our latest analysis for IES Holdings. That backdrop of robust earnings and the Gulf Island Fabrication deal has helped fuel a 22.6 percent 3 month share price return and a remarkable multi year total shareholder return. This suggests momentum is still very...
NYSE:LYV
NYSE:LYVEntertainment

Live Nation (LYV) Valuation Update After FTC Complaint and Investor Rights Investigations

Live Nation Entertainment (LYV) is back in the spotlight after the Federal Trade Commission and several states filed a civil complaint over alleged deceptive ticket pricing and resale controls, drawing swift scrutiny from investor rights law firms. See our latest analysis for Live Nation Entertainment. Despite the regulatory overhang, Live Nation Entertainment's share price has climbed to $139.33. The stock has delivered a solid year to date share price return, and a standout three year total...
NYSE:MLI
NYSE:MLIMachinery

Mueller Industries (MLI): Assessing Valuation After a Strong Year of Share Price Gains

Mueller Industries (MLI) has been quietly rewarding patient shareholders, with the stock up about 5% over the past month and roughly 46% over the past year, outpacing many industrial peers. See our latest analysis for Mueller Industries. At a share price of $113.49, Mueller Industries has built a strong uptrend, with a 90 day share price return of 16.35% feeding into a robust 1 year total shareholder return of 45.8%. This suggests momentum is still very much on its side. If this kind of...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Dollar Tree (DLTR): Reassessing Valuation After Strong Q3 Beat and Upgraded Outlook

Dollar Tree (DLTR) has investors leaning in after a stronger than expected third quarter, with net sales up 9% and profit improving as its multi price strategy and record Halloween season flowed through the numbers. See our latest analysis for Dollar Tree. The market has responded quickly to that earnings beat and upgraded outlook, with a roughly 21% 3 month share price return and a 70% 1 year total shareholder return suggesting positive momentum is firmly in place. If Dollar Tree’s rebound...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Kulicke and Soffa (KLIC) Valuation After Earnings Beat and Dividend Affirmation

Kulicke and Soffa Industries (KLIC) just followed up its stronger than expected fiscal fourth quarter with another shareholder friendly move by affirming a quarterly dividend of $0.205 per share alongside the recent earnings surprise. See our latest analysis for Kulicke and Soffa Industries. The market seems to be warming back up to Kulicke and Soffa, with a roughly 22.8% 1 month share price return and a 26.9% 3 month share price return supporting the recent earnings surprise. Even so, the 1...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK): Rethinking Valuation After Barclays’ Positive Initiation and Oregon Street Layoff Plan

Oshkosh (OSK) is back in the spotlight after Barclays launched coverage with a positive view, just as the company moved to cut 160 jobs at its Oregon Street plant, signaling a complicated reset. See our latest analysis for Oshkosh. The mixed reaction to Barclays’ upbeat coverage and the Oregon Street layoffs comes against a backdrop where Oshkosh’s share price has climbed strongly year to date. At the same time, the 3 year total shareholder return of 57.78 percent points to momentum that is...
NYSE:ADM
NYSE:ADMFood

Is ADM’s Recent 19.2% Gain Justified by Its Cash Flow and Earnings Outlook?

Wondering if Archer-Daniels-Midland is still a long term staple for your portfolio or if the recent run makes it look a bit rich? This breakdown will walk through what the current share price is really implying. The stock is up 4.8% over the last month and 17.5% year to date, yet it is still working its way back from a 3 year decline of 29.3%. That makes the current 19.2% 1 year gain especially interesting. Recent headlines have centered on ADM doubling down on its core agricultural supply...
NYSE:AIT
NYSE:AITTrade Distributors

Applied Industrial Technologies (AIT): Exploring Valuation After Recent Sideways Share Price Action

Recent trading action and performance context Applied Industrial Technologies (AIT) has been drifting slightly lower this week, with the stock easing around 0.4% over the past day and week, while remaining essentially flat over the past month. See our latest analysis for Applied Industrial Technologies. Stepping back from the latest dip, the stock still carries a solid year to date share price return of just over 8%, while its three year total shareholder return above 100% shows the longer...
NYSE:MWA
NYSE:MWAMachinery

How Investors Are Reacting To Mueller Water Products (MWA) Record 2025 Results And Insider Share Sales

Mueller Water Products recently reported record Q4 and fiscal 2025 results, citing stronger net sales and net income driven by operational improvements and prior strategic initiatives. At the same time, insider share sales by senior executives highlighted how leadership is rebalancing personal holdings even as the business delivers its strongest annual performance so far. We’ll now examine how these record financial results, alongside insider selling, influence Mueller Water Products’...
NYSE:CURB
NYSE:CURBRetail REITs

Will KeyBanc’s Upgrade and Low Capex Focus Change Curbline Properties' (CURB) Investment Narrative?

Earlier this week, KeyBanc upgraded Curbline Properties to an Overweight rating, citing projected double-digit AFFO growth and firming REIT sector conditions supported by slower new supply. The bank pointed to Curbline’s highly leased convenience shopping center portfolio, broad diversification, and relatively low capital expenditure needs as key strengths underpinning its outlook. We’ll now examine how KeyBanc’s confidence in Curbline’s low capital expenditure profile could influence the...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

Does Anktiva-Driven Revenue Momentum Reshape the Bull Case For ImmunityBio (IBRX)?

ImmunityBio recently drew attention after reporting strong revenue growth, driven largely by sales of its bladder cancer therapy Anktiva, and highlighting its clinical pipeline at the Piper Sandler 37th Annual Healthcare Conference held earlier this month. The combination of accelerating Anktiva uptake and anticipated clinical and business updates has placed ImmunityBio’s commercial execution and pipeline progress firmly in focus for investors. With this context, we’ll explore how...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

Old Second Bancorp (OSBC): Revisiting Valuation After Strong Buy Rating and Evergreen Bank Acquisition Optimism

Old Second Bancorp (OSBC) is back on investors radar after management struck an upbeat tone at the Raymond James Small Cap Bank Summit, spotlighting recent revenue growth and its Evergreen Bank acquisition. See our latest analysis for Old Second Bancorp. That upbeat tone seems to be feeding into sentiment, with the share price at $19.62 and a solid year to date share price return alongside a triple digit five year total shareholder return that points to momentum still building rather than...
TSX:BB
TSX:BBSoftware

How QNX Sound’s EV Spotlight and Cybersecurity Role Will Impact BlackBerry (TSX:BB) Investors

BlackBerry Limited recently set out its calendar for upcoming earnings releases through fiscal 2027 and continued to brief investors on third-quarter fiscal 2026 performance, reinforcing its role as a regular updater of operational progress. At the same time, fresh attention on BlackBerry’s QNX Sound in luxury electric vehicles and its cybersecurity positioning underscores how the company’s software remains embedded in both automotive cabins and enterprise protection systems. We will now...
NYSE:EGP
NYSE:EGPIndustrial REITs

Is EastGroup’s US$1.0 Billion ATM And New Debt Strategy Altering The Investment Case For EGP?

EastGroup Properties, Inc. recently filed a US$1.00 billion at-the-market follow-on equity offering and a universal shelf registration covering common stock, preferred stock, depositary shares and warrants. Together with a new US$250.00 million unsecured term loan and tweaks to its revolving credit facility, the company is clearly building optionality around how it funds future growth and manages its balance sheet. We’ll now assess how this sizeable at-the-market equity program could...