NasdaqGS:NTSK
NasdaqGS:NTSKSoftware

Netskope (NTSK) Q3: Deepening $453M Net Loss Tests High-Growth Bullish Narrative

Netskope (NTSK) just posted another heavy investing quarter for Q3 2026, with revenue at about $184 million and basic EPS at roughly -$1.85, while trailing 12 month revenue reached about $661 million and EPS sat near -$4.98. The company has seen quarterly revenue move from about $130 million in Q2 2025 to around $184 million in Q3 2026, as EPS shifted from roughly -$1.17 to -$1.85 over the same stretch. This has left investors firmly focused on when this top line traction will start easing...
XTRA:AFX
XTRA:AFXMedical Equipment

Carl Zeiss Meditec (XTRA:AFX) Valuation After Strong FY 2024/25 Revenue Outlook and Margin Improvement Guidance

Carl Zeiss Meditec (XTRA:AFX) has investors’ attention after reporting solid revenue growth for fiscal 2024/25, helped by its Ophthalmology segment and the consolidation of DORC, alongside a constructive outlook for margins. See our latest analysis for Carl Zeiss Meditec. Despite the upbeat revenue and margin outlook, the stock’s 1 year total shareholder return of minus 16.9 percent and 3 year total shareholder return of roughly minus 64.4 percent show that sentiment has been weak. However,...
SEHK:2357
SEHK:2357Aerospace & Defense

How Investors Are Reacting To AviChina (SEHK:2357) Scrapping Its Supervisory Committee And Reshaping The Board

At its extraordinary general meeting on 12 December 2025, AviChina Industry & Technology approved amendments to its Articles of Association, including abolishing the Supervisory Committee system, and confirmed the appointment of Mr. Gao Jiming as a non-executive director through 2027. This governance overhaul reduces one layer of oversight while reshaping the board, raising fresh questions about how management will now be monitored. We will now examine how the abolition of the Supervisory...
NYSE:EMN
NYSE:EMNChemicals

Assessing Eastman Chemical’s Valuation After Its 16th Straight Dividend Hike and New Cost-Cutting Goals

Eastman Chemical (EMN) just quietly extended its dividend growth streak to 16 years, nudging the quarterly payout up to 0.84 dollars while also laying out fresh cost cutting goals for 2026. See our latest analysis for Eastman Chemical. Even with this steady dividend story, Eastman’s 1 year total shareholder return of negative 31.1 percent and weaker year to date share price return suggest momentum has been fading. However, the recent 1 month share price rebound hints sentiment might be...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Evaluating Medpace (MEDP) After Strong Growth, Investor Support, and Aggressive Buybacks Fuel a Rerating

Medpace Holdings (MEDP) is back in the spotlight after fresh investor letters praised its latest quarter, where revenue climbed about 24% year over year and hefty buybacks amplified earnings power. See our latest analysis for Medpace Holdings. Those strong Q3 numbers and hefty buybacks helped fuel a powerful re-rating, with the share price now at $557.9 and a year-to-date share price return of 66.66%. The five-year total shareholder return of 298.16% shows that momentum, despite a recent...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Leonardo DRS (DRS): Valuation Check After New Defense Deals in Thailand, Saudi Arabia and AI Counter‑UAS Partnership

Leonardo DRS (DRS) is back on investor screens after a flurry of international defense deals, including fresh agreements in Thailand and Saudi Arabia, as well as a new AI driven Counter UAS partnership with Axon Vision. See our latest analysis for Leonardo DRS. Despite this string of international wins, the share price, now at $34.46, has pulled back with a 90 day share price return of minus 18.1 percent. Even though the year to date share price return is still positive and the three year...
NYSE:CMI
NYSE:CMIMachinery

Cummins (CMI): Valuation Check After $500 Million U.S. Army Deal and Recent Analyst Upgrades

Cummins (CMI) just locked in a $500 million contract with the U.S. Army for mobile power generators, a deal that reinforces its core power systems franchise and gives investors a fresh earnings catalyst. See our latest analysis for Cummins. The Army deal lands after a run of upbeat developments, including recent analyst upgrades, and helps extend what has already been a powerful move, with Cummins delivering a roughly mid-20s three-month share price return and a strong triple-digit three-year...
NYSE:ADM
NYSE:ADMFood

Archer-Daniels-Midland (ADM): Reassessing Valuation After Cut to Annual Outlook on China Trade and Biofuel Policy Risks

Archer-Daniels-Midland (ADM) just cut its full year outlook, pointing directly to choppy China trade and shifting biofuel policies. That combination has investors rethinking how durable recent earnings strength really is. See our latest analysis for Archer-Daniels-Midland. Even with today’s guidance cut weighing on sentiment, Archer-Daniels-Midland’s roughly 19 percent year to date share price return shows momentum has quietly improved, although the three year total shareholder return still...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (MANU) Valuation Check as Shares Drift Lower and Growth Prospects Are Reassessed

Manchester United (MANU) shares have been grinding lower this year, down about 9% year to date and roughly 11% over the past year, leaving investors reassessing how much off pitch performance really matters. See our latest analysis for Manchester United. The recent drift lower, including a 1 day share price return of minus 2.41 percent and a 3 year total shareholder return of minus 29.52 percent, suggests momentum is still fading as investors reassess both growth prospects and ownership...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Did JAMA’s “Research of the Year” Nod for Launch-HTN Just Shift Mineralys Therapeutics’ (MLYS) Investment Narrative?

Mineralys Therapeutics recently announced that its Phase 3 Launch-HTN trial of lorundrostat for uncontrolled or treatment-resistant hypertension was selected for JAMA’s inaugural “Research of the Year Roundup,” highlighting it as one of the most impactful studies published between October 2024 and September 2025. This recognition not only spotlights lorundrostat’s growing clinical profile but also underscores aldosterone’s emerging role as a key therapeutic target in difficult-to-treat...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Does Board Refresh and Leveraged ETF Launch Around Grab (GRAB) Change Its Bull Case?

Grab Holdings Ltd. recently refreshed its board, appointing former Madison Square Garden Entertainment and Bumble legal chief Laura Franco as an independent director while reassigning committee roles and accepting the retirement of long-serving director Ng Shin Ein. At the same time, new single-stock leveraged ETFs tied to Grab and upbeat analyst commentary on its fintech arm have drawn fresh attention to how governance, financial services expansion, and investor sentiment may shape the...
NYSE:FIX
NYSE:FIXConstruction

How S&P 500 Inclusion and Backlog Momentum Could Impact Comfort Systems USA (FIX) Investors

Comfort Systems USA recently presented at the Sidoti Year End Virtual Investor Conference and has been selected to join the S&P 500 index on December 22, 2025, replacing LKQ, Solstice Advanced Materials, and Mohawk Industries. This combination of index inclusion and a company message centered on backlog strength, margin expansion, and technology-focused projects is reshaping how investors view its long-term positioning. Next, we will examine how Comfort Systems USA’s upcoming addition to the...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Is It Too Late To Consider Bel Fuse After Its 967% Five Year Surge?

If you have been wondering whether Bel Fuse is still good value after its huge run, you are not alone. This is one of those stocks where the price chart raises as many questions as it answers. Bel Fuse has climbed 4.1% over the last week, 15.0% over the past month, and an eye catching 70.4% year to date, with a staggering 333.4% gain over 3 years and 967.0% over 5 years reshaping how the market views its potential. Part of this momentum reflects growing attention on niche hardware and power...
NYSE:RH
NYSE:RHSpecialty Retail

RH (RH) Q3 2026: Margin Rebound Reinforces Bullish Earnings Recovery Narrative

RH (RH) has just posted its Q3 2026 numbers, with revenue at $883.8 million and basic EPS of $1.93, giving investors another data point in its ongoing earnings recovery story. The company has seen revenue move from $811.7 million in Q3 2025 to $883.8 million in Q3 2026, while basic EPS has shifted from $1.79 to $1.93 over the same period, alongside a trailing net margin that has stepped up from 2.2% to 3.2%. Taken together, the latest quarter points to a business that is squeezing more profit...
NYSE:HL
NYSE:HLMetals and Mining

Hecla Mining (HL): Revisiting Valuation After S&P MidCap 400 Addition and High-Grade Nevada Gold Discovery

Hecla Mining (HL) has jumped onto traders’ screens after two catalysts hit at once: upcoming inclusion in the S&P MidCap 400 Index and a new high grade gold discovery at its Nevada Midas property. See our latest analysis for Hecla Mining. Those twin catalysts land on top of an already powerful run, with Hecla’s share price up 21.12 percent over 30 days and posting a standout 257.60 percent year to date share price return. Longer term total shareholder returns above 200 percent suggest...
BIT:LDO
BIT:LDOAerospace & Defense

Does Thai Battle Management Deal Mark a Strategic Shift for Leonardo (BIT:LDO) in C4/C5 Systems?

In recent days, Leonardo DRS, a subsidiary of Leonardo, signed a contract with Chaiseri Defense Systems to supply an advanced Battle Management System to the Royal Thai Army, deepening its role in Thailand’s defense modernization. This deal underlines Leonardo’s push into higher-value C4 and C5 defense technologies and reflects growing international recognition from industry partners and analysts. Next, we’ll examine how this new Battle Management System contract with the Royal Thai Army...
NYSE:PPL
NYSE:PPLElectric Utilities

Is PPL Still Attractive After Recent Share Pullback and Mixed Valuation Signals?

Wondering if PPL at around $33.99 is quietly becoming a value opportunity, or if the easy money has already been made? You are not alone, as many investors are asking the same question. Over the last week the stock has inched up 0.4%, but that comes after a 7.8% slide over 30 days that still leaves it up 5.6% year to date and 8.7% over the past year, with longer term gains of 29.4% over 3 years and 52.9% over 5 years. These swings have come as investors reassess regulated utilities like PPL...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Is Roku’s Surge in 2025 Still Justified After Advertising and Partnership Momentum?

If you have ever wondered whether Roku is still a bargain or if most of the upside is already priced in, this breakdown is for you. After a bumpy few years, Roku shares are up 7.4% over the last week, 7.5% over the last month, 44.3% year to date, and 29.5% over the last year, even though the 5-year return is still down 68.5% from earlier peaks. Recently, investors have been digesting a mix of headlines around Roku's advertising momentum and its expanding content and distribution...
NYSE:HD
NYSE:HDSpecialty Retail

Home Depot (HD) Valuation Check After Recent Share Price Pullback

Why Home Depot Stock Is Back on Watch Home Depot (HD) has slipped about 11% over the past year and roughly 15% in the past 3 months, putting the stock back on many investors watchlists as housing and renovation trends evolve. See our latest analysis for Home Depot. Despite a steady 3 year total shareholder return of just over 20%, sentiment has cooled lately, with a roughly 15% 3 month share price pullback to about $359, as investors reassess housing demand and big ticket renovation spend. If...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck Still Attractive After Oncology Wins and Strong 5 Year Share Performance in 2025

If you are wondering whether Merck at around $100 a share is still a smart buy, or if most of the upside has already been priced in, you are in the right place. Merck’s share price has nudged up about 0.6% over the last week and 9.7% in the past month, but that still only translates to roughly 1.1% year to date and 2.0% over the last year, after a stronger 53.7% run over five years. Recent headlines have centered on Merck’s expanding oncology and vaccine franchises, with regulators...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) valuation: assessing the stock after the $220 million US jury verdict

A US jury has hit Michelin North America, part of Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML), with a $220 million verdict over a fatal tire failure, sharpening investor focus on legal and reputational risk. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. The verdict lands after a choppy spell for Michelin, with the latest share price at $28.05 and a year to date share price return...
BIT:RACE
BIT:RACEAuto

Is Ferrari’s Recent Share Price Slide Creating a Compelling Long Term Opportunity?

If you have been wondering whether Ferrari is starting to look like a bargain after its slide, you are not alone. Let us unpack what the recent price action really means for long term, value focused investors. The share price has pulled back sharply, down about 8% over the last week, 15.1% over the past month, and 23.5% year to date, even though it is still up 54.9% over three years and 75.8% over five. This profile suggests a re rating rather than a broken story. Recent headlines have...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Is Warner Bros. Discovery Still Attractive After a 181% 2025 Rally?

If you are wondering whether Warner Bros. Discovery is still a value play after its big run up, or if you might be late to the party, this breakdown will help you decide whether the current price really makes sense. The stock has surged recently, climbing about 15.0% over the last week, 35.4% over the past month, and an eye catching 181.2% year to date. A 148.4% gain over the last year and 202.5% over three years has reshaped how the market views its potential. These moves have been driven...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini’s Valuation After AI Consulting Push and 9.4% Share Price Rise

If you are wondering whether Capgemini at around €147.60 is a bargain hiding in plain sight or a stock that has already had its moment, you are not alone. Over the last month the share price has climbed 9.4%, including a 2.1% gain in the past week, even though it is still down 5.8% year to date and about 3.2% over the last year. Recent headlines have focused on Capgemini doubling down on AI driven consulting and cloud transformation deals, alongside expanding partnerships with hyperscalers...