NYSE:CBRE
NYSE:CBREReal Estate

CBRE Group (CBRE): Revisiting Valuation After Analyst Upgrades, Strategic Expansion and Leadership Changes

CBRE Group (CBRE) is back in the spotlight after a string of upbeat analyst calls and fresh leadership moves, prompting investors to revisit how its evolving business mix might influence performance in 2026. See our latest analysis for CBRE Group. Those leadership promotions and the Pearce Services acquisition are landing against a solid backdrop, with a roughly 23 percent year to date share price return and a powerful five year total shareholder return of about 155 percent, suggesting...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

How Investors May Respond To IDEAYA Biosciences (IDYA) Regaining Oncology Programs After GSK Collaboration Exit

Earlier in December 2025, GlaxoSmithKline notified IDEAYA Biosciences that it will terminate their 2020 collaboration and license agreement, returning the Werner Helicase (IDE275) and Pol Theta (IDE705) clinical programs to IDEAYA within about 90 days. This shift hands IDEAYA full control of two oncology assets while the company maintains its guidance that cash resources should last into 2030. Next, we’ll examine how GSK’s exit from the collaboration reshapes IDEAYA’s investment narrative,...
NYSE:ORCL
NYSE:ORCLSoftware

Is Oracle Still Attractively Priced After Its Recent 20% Pullback?

If you are wondering whether Oracle at around $178 a share is still a smart buy or if the easy money has already been made, this article will walk through what the numbers really say about its value. Despite a sharp pullback in the short term, with the stock down about 20% over the last week and 18.8% over the past month, Oracle is still up 7.5% year to date and has delivered an impressive 193.0% gain over five years. Recent headlines have focused on Oracle doubling down on cloud...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Is It Too Late To Consider Ally After Its 106% Three Year Surge?

Wondering if Ally Financial at around $44 a share is still a value play after its big run, or if most of the upside is already priced in, you are not alone. The stock has climbed 18.4% over the last month, 24.8% year to date, and an impressive 106.8% over three years, which naturally raises questions about how much of the future has been pulled forward. Recent headlines have focused on Ally sharpening its digital banking strategy and doubling down on auto and consumer lending, while also...
TSE:8035
TSE:8035Semiconductor

Tokyo Electron (TSE:8035) Valuation Check After Cooling Share Price and Strong Multi‑Year Returns

Tokyo Electron (TSE:8035) has quietly outperformed many chip peers over the past year, riding demand for advanced fabrication gear even as the stock has cooled in the past month after a strong run. See our latest analysis for Tokyo Electron. Short term, the share price has cooled with a 1 month share price return of minus 5.95% after a hot run, but a 1 year total shareholder return of 34.98% and 3 year total shareholder return of 145.10% still show strong underlying momentum. If Tokyo...
NasdaqGS:BZ
NasdaqGS:BZProfessional Services

How Kanzhun’s CFO Shift to Strategy Role Will Impact Kanzhun (BZ) Investors

Kanzhun Limited has reshuffled its leadership, with Chief Financial Officer and executive Director Phil Yu Zhang stepping down from those roles on December 11, 2025 to become Chief Strategy Officer, while Wenbei Wang becomes Deputy CFO and Yang Mu joins the board as an executive Director. This move shifts a long-serving finance leader into a forward-looking strategy role while elevating investor relations and human resources executives into more influential positions. We’ll now examine how...
NYSE:LEN
NYSE:LENConsumer Durables

Lennar (LEN) Q4: Net Margin Drop to 6.1% Tests Asset‑Light Bull Case

Lennar (LEN) has just wrapped up FY 2025 with fourth quarter revenue of about $9.4 billion and basic EPS of $1.94, setting the tone for a year in which trailing twelve month revenue came in at roughly $34.2 billion alongside EPS of $8.06. The company has seen quarterly revenue move from around $9.9 billion in Q4 2024 to $9.4 billion in Q4 2025, while basic EPS shifted from $4.06 to $1.94 over the same stretch, leaving investors focused on how much of that topline scale is now flowing through...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific (CORZ): Reassessing Valuation After Recent Share Price Weakness and Strong Growth Prospects

Core Scientific (CORZ) has been under pressure lately, with the stock sliding about 8% in the past month and nearly 19% over the past 3 months, raising valuation questions for crypto-focused investors. See our latest analysis for Core Scientific. Zooming out, that recent volatility sits within a choppy year, with the latest 1 year total shareholder return of around minus 6 percent and year to date share price return also modestly negative. This suggests momentum has cooled even as revenue...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy (MSTR) Is Down 13.1% After Equity-Funded Bitcoin Buying Spree - Has The Bull Case Changed?

In recent days, Strategy Inc disclosed that it bought 10,645 Bitcoin for about US$980.3 million, lifting its holdings to 671,268 BTC, largely financed through common and preferred stock issuance. This aggressive accumulation is sharpening debate over Strategy’s identity as either a Bitcoin treasury vehicle or a software and services operating company, with index providers scrutinising its eligibility. We’ll now examine how this equity-funded Bitcoin buying spree, and the resulting concerns...
TSX:ACB
TSX:ACBPharmaceuticals

Aurora Cannabis (TSX:ACB) Valuation After Kerry Miller’s Australia–New Zealand Appointment

Aurora Cannabis (TSX:ACB) just tapped veteran consumer goods executive Kerry Miller as Managing Director for Australia and New Zealand, a move that quietly reshapes its international strategy in tightly regulated but growing cannabis markets. See our latest analysis for Aurora Cannabis. The timing is interesting, as Aurora’s 7 day share price return of 23.16 percent and 30 day share price return of 27.44 percent suggest momentum is finally building, even though the 5 year total shareholder...
NasdaqGS:COMM
NasdaqGS:COMMCommunications

CommScope (COMM): Evaluating Valuation After a 2,444% Year-to-Date Share Price Rebound

CommScope Holding Company (COMM) has quietly staged a sharp turnaround, with shares up about 2,444% year to date and nearly 1,900% over the past year, catching many investors off guard. See our latest analysis for CommScope Holding Company. That surge has cooled a bit recently, with a 7 day share price return of negative 11.77 percent and a 30 day share price return of 7.63 percent. However, the 1 year total shareholder return of 189.89 percent still points to powerful momentum as investors...
NYSE:FMC
NYSE:FMCChemicals

How Investors Are Reacting To FMC (FMC) Restructuring Drive And Dividend Cut

Earlier in December 2025, FMC Corporation launched “Project Foundation,” a multi-year restructuring that closes higher-cost plants, consolidates production in lower-cost locations, and is expected to cost between US$560 million and US$635 million while targeting US$175 million in annual savings by the end of 2027. At the same time, FMC moved to preserve its balance sheet by cutting its regular quarterly dividend to US$0.08 per share and amending its credit agreement, adding tighter leverage...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Has the Market Run Too Far Ahead of Huntington After Its Strong Five Year Rally?

Wondering whether Huntington Bancshares is still a buy at today's price, or if the easy gains are already behind it? This breakdown will help you decide, using a clear, valuation-first lens. After a solid run, the stock is up 15.6% over the last month and 15.9% over the past year, adding to a 79.4% gain over five years that has investors asking if it is getting ahead of itself. Recent headlines have focused on Huntington's continued push to grow its regional footprint and deepen customer...
NYSE:MSM
NYSE:MSMTrade Distributors

Does MSC Industrial’s Steady 2025 Share Price Momentum Match Its Fundamentals?

Wondering if MSC Industrial Direct is quietly trading at a bargain or already priced for perfection? This breakdown will help you decide whether the current share price makes sense. The stock has nudged up 2.1% over the last week and 0.4% over the past month, but a 14.4% gain year to date and 14.6% over the last year suggest a steady, rather than explosive, re rating. Recent attention has focused on how MSC is navigating the broader industrial and manufacturing cycle, including shifting...
NYSE:POR
NYSE:PORElectric Utilities

Portland General Electric (POR) Valuation Check After New Groundwater Contamination Lawsuit in Oregon

Portland General Electric (POR) just got hit with a fresh lawsuit in Oregon accusing it of contributing to nitrate contaminated groundwater, a legal twist that could reshape how investors think about the utility’s long term risk profile. See our latest analysis for Portland General Electric. Even with this legal overhang, the stock’s 90 day share price return of 15.4 percent and 1 year total shareholder return of 18.1 percent suggest investors still see improving prospects rather than fading...
OTCPK:NTDT.Y
OTCPK:NTDT.YIT

NTT DATA Group (OTCPK:NTDT.Y): Valuation Check After New AI Subsidiary, CEO Appointment and Cybersecurity Expansion

NTT DATA Group (OTCPK:NTDT.Y) just laid out a clear AI playbook by spinning up NTT DATA AIVista in Silicon Valley, naming seasoned AI executive Dr. Bratin Saha as CEO, and doubling down on AI driven cyber and data center capacity. See our latest analysis for NTT DATA Group. Investors are clearly noticing this AI and infrastructure push, with the share price up 8.33% over the last week and a 2025 year to date share price return of 37.42 percent, adding to an already strong multi year total...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Is The Rocket Lab Rally Still Justified After Its Recent Surge In 2025?

If you are wondering whether Rocket Lab’s huge run up is already priced in or if there is still meaningful upside on the launch pad, this article will walk through what the numbers actually say about the stock’s value. The share price has been on a wild ride, down 15.1% over the last week but still up 26.1% in a month, 116.2% year to date and an eye catching 132.4% over the past year, with a staggering 1346.6% gain over three years and 423.9% over five. These moves have come as investors...
NYSE:RTX
NYSE:RTXAerospace & Defense

Is It Too Late to Consider RTX After Its 52.7% Surge in 2025?

Investors wondering if RTX is still worth buying after its huge run, or if the easy money has already been made, can use this article to unpack what the current price implies about future value. RTX has climbed 52.7% year to date and 56.3% over the last year, with a 182.8% gain over five years, even though the last month was a relatively modest 1.4% rise and the past week was slightly negative at -0.1%. Recent headlines have focused on RTX as a defensive and aerospace heavyweight, with...
NasdaqGS:HAS
NasdaqGS:HASLeisure

How Investors May Respond To Hasbro (HAS) Leaning on Wizards Profit as Toys Take a Back Seat

In December 2025, 37GAMES concluded its year-long TRANSFORMERS collaboration in mobile title Puzzles & Survival, while Hasbro-supported franchises like Magic: The Gathering and Dungeons & Dragons drew fresh attention through digital initiatives, new product waves, and analyst commentary. The news highlights how Hasbro’s pivot toward higher-margin games and intellectual property, with Wizards of the Coast now generating over 80% of operating profit, is reshaping the business away from...
TSE:9434
TSE:9434Wireless Telecom

Is There Still Upside in SoftBank After Its Strong Five Year Share Price Surge?

If you have ever wondered whether SoftBank's share price still offers value after its big reputation swings, this breakdown will help you decide if the current level makes sense or if the easy gains are already behind it. Despite a recent pullback with the stock down 0.3% over the last week and 3.6% over the last month, SoftBank is still up 10.4% year to date and 113.2% over five years. This suggests that the longer term story has been far stronger than the short term noise. Recent headlines...
ENXTBR:SOLB
ENXTBR:SOLBChemicals

Is Solvay Attractively Priced After Recent Share Weakness And DCF Upside In 2025?

Wondering if Solvay at around €26.88 is a value opportunity hiding in plain sight, or just a stock stuck in neutral? Let us walk through what the numbers are really saying about its current price tag. Over the last week Solvay has inched up about 2.0%, but it is still down roughly 13.2% year to date and 9.0% over the past year, despite being up close to 60% over three years and 66.6% over five. These moves come as Solvay continues its multi year portfolio reshaping and strategic focus on...
NYSE:UBER
NYSE:UBERTransportation

Why Uber Technologies (UBER) Is Down 6.0% After New Robotaxi Launch And FTC Subscription Lawsuits

Earlier this week, WeRide and Uber Technologies, in partnership with Dubai’s Roads and Transport Authority, launched public Robotaxi passenger rides via the Uber app across Umm Suqeim and Jumeirah, while separately Uber expanded its U.S. grocery and alcohol delivery network by adding regional chains like Stater Bros., Kowalski’s Markets, and Big Red Liquors. At the same time, Uber is facing heightened regulatory pressure as the Federal Trade Commission and more than 20 states escalated...