NYSE:FLUT
NYSE:FLUTHospitality

Flutter Entertainment (NYSE:FLUT): Reassessing Valuation After Strong Q3 Earnings and iGaming Growth Reignite Optimism

Flutter Entertainment (NYSE:FLUT) jumped after third quarter results topped expectations, with investors latching onto standout iGaming growth, the upcoming FanDuel Predict launch, and acquisitions that signal management is still playing offense. See our latest analysis for Flutter Entertainment. The latest earnings pop has only partly reset the picture. A 1 week share price return of 6.2 percent still sits against a 90 day share price return of negative 29.3 percent and a 3 year total...
NYSE:GM
NYSE:GMAuto

General Motors (GM): Reassessing Valuation After Strategic Pivot to V8 Engines and Tech Leadership Shake-Up

General Motors (GM) is back in the spotlight as it pivots away from money losing EV bets, doubles down on next generation V8 engines, and reshapes its tech leadership to tighten execution. See our latest analysis for General Motors. The market seems to like this back to basics reset, with a roughly 27 percent 3 month share price return and a near 39 percent 1 year total shareholder return pointing to building momentum rather than a one week pop. If GM’s pivot has you rethinking the whole auto...
BME:ITX
BME:ITXSpecialty Retail

Reassessing Inditex Valuation After Strong Multi Year Rally and Mixed Model Signals

If you are wondering whether Industria de Diseño Textil is still attractive after its substantial rise in recent years, or if the easy money has already been made, you are not alone. The stock has ticked up 3.2% over the last week and 2.4% over the past month, but it is still down 2.5% year to date and about 8.0% over the last year, trading near €49.07 after more than doubling over 3 and 5 years. Recent market chatter has focused on how Inditex is consolidating its global fashion footprint,...
TSXV:SCZ
TSXV:SCZMetals and Mining

Santacruz Silver Mining (TSXV:SCZ): Valuation Check After Q3 2025 Earnings and Weaker Nine-Month Net Income

Santacruz Silver Mining (TSXV:SCZ) just released its third quarter 2025 earnings, showing steady sales and flat quarterly EPS, but a sharp drop in nine month net income that has investors reassessing the story. See our latest analysis for Santacruz Silver Mining. Despite the softer nine month profit picture, the market has been repricing Santacruz aggressively, with a 30 day share price return of 54.59 percent and a 1 year total shareholder return of 786.82 percent, suggesting momentum is...
NasdaqGS:NBTB
NasdaqGS:NBTBBanks

Assessing NBT Bancorp (NBTB)’s Valuation After a Year of Share Price Weakness

Recent share performance NBT Bancorp (NBTB) has been treading water lately, with the stock flat over the past day but slipping slightly over the week, even as its month performance has ticked modestly higher. See our latest analysis for NBT Bancorp. Stepping back, NBT Bancorp’s 1 year total shareholder return of negative 14.19 percent and year to date share price weakness suggest momentum has faded a bit as investors reassess growth and interest rate risks. If you are weighing NBT Bancorp...
NYSE:GMED
NYSE:GMEDMedical Equipment

Globus Medical (GMED): Reassessing Valuation After Recent Share Price Momentum

Globus Medical (GMED) has quietly turned heads with a roughly 47% jump over the past month and about 51% over the past 3 months, as investors reassess its growth story. See our latest analysis for Globus Medical. Even after this surge in the 1 month share price return, the stock is only modestly ahead on a year to date basis, and its 5 year total shareholder return near 50% points to a steady, not explosive, long term story with building momentum. If Globus Medical's move has caught your...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF): Assessing Valuation After Director Buying and New Share Issuance

West African Resources (ASX:WAF) has drawn fresh attention after a director lifted their stake while the company simultaneously issued nearly one million new shares on the ASX, reshaping the ownership and liquidity picture. See our latest analysis for West African Resources. Those moves come after a strong run, with the share price now at A$2.82 and a powerful year to date share price return of around 92 percent, supported by a three year total shareholder return above 160 percent. This...
NYSE:NOW
NYSE:NOWSoftware

Will Vbrick’s Video Integration Deepen ServiceNow’s AI Data Advantage And Shape Margins For NOW?

On 2 December 2025, Vbrick announced a new integration with ServiceNow’s Now Assist, enabling enterprises to turn previously siloed video content into searchable, AI-ready data for workflow automation and support. This move highlights how ServiceNow is increasingly embedding external AI-ready data sources, such as enterprise video, directly into its core automation platform to deepen use cases. Next, we’ll examine how this deeper Vbrick–Now Assist integration might influence ServiceNow’s...
NYSE:LYV
NYSE:LYVEntertainment

Is Live Nation Still Attractive After Regulatory Scrutiny and High Valuation Multiples?

Wondering if Live Nation Entertainment at around $128 a share is still worth the hype, or if most of the upside is already priced in? You are not alone. The stock has slipped about 1.9% over the last week, is down 14.2% over the past month and roughly flat year to date, but it is still sitting on hefty 3 year and 5 year gains of 80.7% and 82.9% that keep long term investors smiling. Recent headlines have revolved around regulatory scrutiny of ticketing practices and ongoing debate about...
NYSE:BAH
NYSE:BAHProfessional Services

Will Booz Allen’s US$99 Million Navy NextG Contract Win Change Booz Allen Hamilton Holding's (BAH) Narrative

In November 2025, Booz Allen Hamilton announced it had secured a US$99 million contract from the U.S. Navy's Military Sealift Command to engineer, deploy, and sustain advanced wireless networks using Low Earth Orbit satellites, 5G, and other technologies across government-operated ships in the Pacific, Europe, and the U.S. The contract extends Booz Allen’s earlier 5G rapid prototyping work with Naval Information Warfare Center Atlantic, underscoring how its NextG, edge, and cybersecurity...
NYSE:SMR
NYSE:SMRElectrical

Is NuScale’s Authorized Share Doubling Reshaping The Investment Case For NuScale Power (SMR)?

At a Special Meeting of Stockholders held on December 16, 2025, NuScale Power Corporation approved an amendment to its Certificate of Incorporation to increase authorized Class A common shares from 332,000,000 to 662,000,000, supporting future equity issuance for its small modular reactor (SMR) projects. This sizable expansion of potential share capital underpins NuScale’s efforts to fund NRC-approved SMR deployments, including its Tennessee Valley Authority agreement and international...
NYSE:FDX
NYSE:FDXLogistics

Does FedEx’s Cost Cutting and DCF Outlook Signal a Missed Opportunity in 2025?

Wondering if FedEx is quietly turning into a value opportunity while the market is distracted by flashier names? This article is going to unpack whether the current price actually makes sense. After a bumpy stretch, FedEx now trades around $270.37, down 1.3% over the last week but still up 6.5% over the past month, with a 66.9% gain over three years despite being slightly negative year to date and over one year. Recent headlines have focused on FedEx sharpening its cost structure and...
TSE:6701
TSE:6701IT

Should NEC’s Agentic AI “Client Zero” Sales Push Require Action From NEC (TSE:6701) Investors?

NEC Corporation has announced a new Agentic AI-powered sales support solution in Japan, launched earlier in 2025, which automatically generates customer-specific proposals and discussion sheets by drawing on sales activity records and standard templates to streamline sales workflows. A key differentiator is NEC’s “Client Zero” roll-out approach, using its own operations as a proving ground to validate the solution’s real-world effectiveness before wider commercialization. We’ll now examine...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Kaspi.kz (NasdaqGS:KSPI) Valuation Check After Q3 2025 Revenue Jump and 5% Post-Results Share Price Gain

Kaspi.kz (NasdaqGS:KSPI) just delivered Q3 2025 results showing 20% year over year revenue growth, and the stock has nudged about 5% higher as investors digest its Payments, Marketplace, and Fintech momentum. See our latest analysis for Kaspi.kz. The upbeat reaction to Q3, including the roughly 5% move since results, sits against a weaker backdrop, with a year to date share price return of minus 22.33% and a 1 year total shareholder return of minus 29.31%, suggesting sentiment is still...
NasdaqCM:BLTE
NasdaqCM:BLTEPharmaceuticals

Is Belite Bio’s Surge Justified by DCF Upside and Price to Book Signals?

If you are wondering whether Belite Bio's rapid rise is backed by real value or driven by hype, this article will walk you through what the numbers are really saying about the stock. After a sharp move higher, with the share price up 16.4% over the last week, 34.2% over the last month, and an eye catching 132.9% year to date, the market is clearly re rating the story and its risk profile. Much of the excitement has centered around Belite Bio's late stage ophthalmology pipeline, particularly...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Does Broad S&P Index Inclusion Reshape the AI-Driven Bull Case for Upwork (UPWK)?

In late November 2025, Upwork Inc. was added to multiple S&P indices, including the S&P 600, S&P 1000, S&P 600 Industrials sector, and the S&P Composite 1500, elevating its presence in key US equity benchmarks. This broad index inclusion increases the likelihood of higher index-tracking fund participation and greater institutional attention to Upwork’s evolving business model. We’ll now examine how Upwork’s broad S&P index inclusion may influence its AI-focused investment narrative and...
TSX:EFX
TSX:EFXEnergy Services

Is It Too Late To Consider Enerflex After A 176.6% Five Year Surge?

If you are wondering whether Enerflex is still good value after a strong run, you are not alone. This breakdown will help you decide if the current price still leaves room on the table. The stock has cooled slightly in the last week, down 1.9%, but that comes after climbing 4.2% over the past month, 29.8% year to date, 48.2% over the last year, 138.9% over three years, and 176.6% over five years. Recent headlines have focused on Enerflex's expanding role in energy infrastructure and gas...
NYSE:O
NYSE:ORetail REITs

Did Realty Income's (O) CityCenter Preferred Deal and Bigger 2025 Pipeline Just Shift Its Investment Narrative?

Realty Income recently completed an US$800 million perpetual preferred equity investment in the CityCenter Las Vegas real estate, including the ARIA Resort & Casino and Vdara Hotel & Spa, while also lifting its 2025 investment volume outlook to over US$6.00 billion. This move deepens its relationship with Blackstone Real Estate, expands its gaming exposure, and secures a priority position in the capital stack with a 7.4% initial unlevered return and future escalators, plus a right of first...
NYSE:SYY
NYSE:SYYConsumer Retailing

How Sysco’s COO Transition to Senior Advisor At Sysco (SYY) Has Changed Its Investment Story

Sysco Corporation disclosed that Greg D. Bertrand, its Executive Vice President and Global Chief Operating Officer, moved into a non-executive senior advisor role on January 1, 2026, as part of his transition toward retirement. This shift removes a key operational leader from day-to-day management, raising questions about how Sysco will sustain execution on its expansion, pricing, and efficiency priorities. We’ll now examine how Bertrand’s move to a senior advisor role could affect Sysco’s...
NasdaqGS:HOLX
NasdaqGS:HOLXMedical Equipment

Hologic (HOLX): Revisiting Valuation After a 13% Three-Month Share Price Climb

Hologic (HOLX) has been quietly grinding higher, with the stock up around 13% over the past 3 months as investors warm to its steady diagnostics and women’s health business. See our latest analysis for Hologic. That recent 12.7% 3 month share price return has started to reverse last year’s weakness, even though the 1 year total shareholder return is still slightly negative. This suggests momentum is rebuilding as earnings growth looks more durable. If Hologic’s steady climb has you rethinking...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Does Adyen’s Premium Valuation Still Make Sense After Its Strategic Enterprise Push?

Wondering if Adyen is a bargain or a value trap at today’s price? You are not alone, and in this article we will unpack what the current share price actually implies. After a volatile few years, Adyen now trades around €1,352, with the stock up 2.0% over the last week but still down 9.2% over 30 days and modestly negative over 1 year and 5 years. Recent headlines have focused on Adyen’s strategic push to deepen its footprint with global enterprise merchants and sharpen its pricing and...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Progress Software (PRGS): Revisiting Valuation After Launching Agentic RAG on AWS Marketplace

Progress Software (PRGS) just broadened its AI reach by listing its no-code Agentic RAG platform in AWS Marketplace, giving AWS customers a simpler path to deploy generative AI on their own data. See our latest analysis for Progress Software. Even with the buzz around Agentic RAG on AWS Marketplace, Progress Software's 1 day share price return of 2 percent and 7 day share price return of 3.83 percent come after a much tougher stretch, with its year to date share price return down sharply and...
NYSE:NIO
NYSE:NIOAuto

Is NIO Stock a Bargain After Its 88.6% Five Year Slide?

If you are wondering whether NIO at around $5 a share is a bargain in disguise or a value trap, you are not alone. This is exactly the question we are going to unpack. The stock is up 10.5% year to date and 9.3% over the past year, but those gains come after a steep slide of 32.2% over the last month and a bruising 88.6% drop over five years. Recent headlines have focused on NIO's ongoing push to expand its EV lineup and ecosystem, as well as its efforts to shore up its balance sheet and...
NYSE:GGG
NYSE:GGGMachinery

Is Graco Fairly Priced After Recent Share Weakness and Strong Multi Year Returns?

Wondering if Graco at around $82 a share is a quiet bargain or a value trap in the making? This breakdown will walk you through what the current price is really telling us. Despite a modest slide of 0.5% over the last week and being down 8.2% over the past year, Graco still sits on a 27.0% return over 3 years and 29.4% over 5 years, which points to a longer term story beneath the recent softness. Recently, investors have been reacting to broader industrial and capital goods sector sentiment,...