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Investors may be wondering if Twilio at around $125 a share is still a smart way to gain exposure to the communications API space, or if most of the upside has already been priced in. After a bumpy few weeks with the stock down 1.4% over 7 days and 3.7% over 30 days, Twilio is still up 14.8% year to date and 13.5% over the last year, while the 3 year gain of 173.5% contrasts sharply with a 62.6% drop over 5 years. Those swings sit against a backdrop of Twilio doubling down on customer...

Macy’s, Inc. reported past third-quarter 2025 results showing revenue of US$4.91 billion and net income of US$11 million, while also updating investors on its year-to-date performance through November 1, 2025. Alongside modest year-on-year earnings pressure, Macy’s raised its full-year 2025 net sales guidance and continued shrinking its share count through buybacks, underscoring management’s confidence in its turnaround efforts. Next, we’ll examine how Macy’s upgraded full-year sales outlook...

BigBear.ai Holdings (BBAI) has quietly turned into one of this year’s stronger AI small caps, with the stock up roughly 71% year to date and about 145% over the past year. See our latest analysis for BigBear.ai Holdings. The recent rally, including a 15.1% one day share price return and a 40.9% 90 day share price return to about $7.02, sits on top of a powerful 145.5% one year total shareholder return. This suggests momentum is still building as investors reassess growth prospects and...

If you are wondering whether Synopsys at around $463 a share is a bargain or fully priced, you are not alone. This article is going to unpack what the current market is really implying about its value. Despite being down 3.9% year to date and 10.4% over the last year, the stock has bounced sharply with a 10.9% gain in the last week and 13.4% over the past month, reminding investors that over the long term it is still up 42.4% over three years and 96.2% over five. Behind these moves, the...

How Has GameStop Been Performing Lately? Before diving into what GameStop might actually be worth, it helps to pin down how the stock has been behaving and what has been driving sentiment lately. If you are wondering whether GameStop is still a misunderstood opportunity or already priced for perfection, taking a closer look at its recent performance and underlying value drivers is the logical next step. Over the last week the share price is up 6.1%, and over the past month it has gained...

KLA (KLAC) has been on a strong multi year run, and its recent share performance keeps it firmly on the radar for semiconductor investors looking for durable earnings power and cash generation. See our latest analysis for KLA. At around $1,208 per share, KLA has cooled slightly in the last month, but its roughly 90 percent year to date share price return and near 400 percent five year total shareholder return show powerful, still intact momentum. If KLA’s run has you thinking about where the...

ASML Holding (NasdaqGS:ASML) has quietly added to its strong year, with the stock up about 7% over the past month and more than 40% in the past 3 months. See our latest analysis for ASML Holding. That recent strength builds on a powerful trend, with a 30 day share price return of around 8 percent feeding into a roughly 58 percent year to date share price gain and a near 57 percent one year total shareholder return, signalling investors are increasingly pricing in ASML Holding's growth runway...

Federal National Mortgage Association (FNMA) has quietly turned into a long term rollercoaster for investors, with the stock up 2% year to date but still down around 9% over the past 3 months. See our latest analysis for Federal National Mortgage Association. That mix of a 6.8% 1 month share price return and a much stronger year to date share price return of over 230% suggests sentiment has improved sharply, even though the 1 year total shareholder return above 360% already reflects investors...

Trump Media & Technology Group has reached an amicable settlement with United Atlantic Ventures, fully resolving all past legal claims with its co-founders Andy Litinsky and Wes Moss. This resolution removes a long-running governance dispute and may give investors greater clarity on the company’s corporate direction and control structure. We’ll now examine how clearing this co-founder legal dispute could influence Trump Media’s investment narrative and perceived governance risk. Explore...

If you are wondering whether Tyson Foods at around $56 a share is a bargain or a value trap, you are not alone. This breakdown aims to unpack that question. Despite being down 3.1% over the last week and 3.5% year to date, the stock has quietly climbed 7.9% over the past month. This suggests shifting sentiment, even as the 1 year return of 8.7% and 5 year return of 5.9% remain in the red. Recently, investors have been digesting headlines about cost pressures, plant optimization moves and...

In November 2025, Vertical Aerospace reported that insiders including 16 board and senior leadership members, along with majority shareholder Mudrick Capital Management, increased their shareholdings, while the company highlighted progress toward completing its Phase 4 transition flight test and the recent unveiling of a new full-size aircraft on December 10, 2025. This combination of insider buying and visible program milestones may signal increasing internal conviction about Vertical...

Sands Capital Technology Innovators Fund recently highlighted Klaviyo’s past second-quarter performance, pointing to its largest topline beat so far, record customer additions, and a meaningful guidance raise amid broader skepticism around application software. The fund argued that concerns about issues like agentic commerce, tariffs, and evolving Gmail protocols are largely unfounded, suggesting Klaviyo’s product pipeline and execution may be underappreciated by the market. We’ll now...

If you have ever wondered whether Realty Income is still a buy at today’s price, you are not alone. This breakdown is aimed squarely at that question. The stock has quietly climbed 1.9% over the last week, 3.7% over the past month, and is up 10.7% year to date, which hints that investor sentiment around this REIT may be warming again. Some of this renewed interest ties back to Realty Income’s continued deal making in the net lease space and its reputation for monthly dividends, which keeps...

Wondering if Equinor is quietly turning into a value opportunity while the headlines focus on flashier energy names? Let us break down whether the current price really reflects what you are getting. Over the last week the stock has inched up about 1.5%, but it is still down roughly 3.2% over the last month and 15.5% year to date, adding some tension between short term sentiment and long term positioning. Recent news flow has centered on Equinor doubling down on core oil and gas projects...

Liquidia (LQDA) just cleared a big hurdle in its third quarter, topping Wall Street expectations as Yutrepia sales outpaced forecasts, and the stock’s recent run suggests investors are starting to price in that momentum. See our latest analysis for Liquidia. That strength has fed directly into the tape, with a 21.5% 1 month share price return and a powerful 195.5% 1 year total shareholder return, signaling momentum is clearly building rather than fading. If Liquidia’s surge has you rethinking...

Bellevue Gold Limited recently confirmed it remains on track to lift ore grades after resuming development in the high-grade Deacon North area, following the completion of work at the Armand mining zone. By reallocating a dedicated development jumbo and establishing independent firing to accelerate underground progress, Bellevue is aiming to de-risk future high-grade production from its largest ore source within the Bellevue Gold Project. Against this backdrop, we’ll consider how the renewed...

MGM Resorts International has already rebranded NoMad Las Vegas as The Reserve at Park MGM and plans to integrate the property into Marriott Bonvoy’s Autograph Collection in early 2026, expanding its presence within a major global hotel loyalty ecosystem. This move deepens MGM’s collaboration with Marriott International and may enhance customer acquisition by linking a boutique-style Las Vegas experience to a broad base of high-frequency travelers. Next, we’ll explore how integrating The...

Microchip Technology (MCHP) just raised its revenue and earnings guidance for the December quarter, signaling slightly better growth than it initially projected and tying that outlook to fresh, efficiency focused power monitor launches. See our latest analysis for Microchip Technology. The guidance bump and new low power monitors seem to have reignited interest, with a 7 day share price return of about 21 percent helping reverse some recent softness and suggesting that sentiment may be...

Wondering if G-III Apparel Group is a bargain or a value trap at around $29 a share? You are not alone. This stock often flies under the radar despite some big moves in its past. Recently the ride has been a bit choppy, with the stock roughly flat over the last week at -0.1%, up 9.4% over the past month, but still down -8.0% year to date and -5.1% over the last year, even after a strong 108.9% gain over three years and 24.8% over five. That back and forth tracks with shifting sentiment...

Lithia Motors recently expanded its North American footprint by acquiring three Hyundai dealerships and Fines Ford in the Greater Toronto Area, moves that are expected to add about US$540 million in annualized revenue while the company also repurchased roughly 3.3% of its outstanding shares year-to-date through an ongoing buyback program. These acquisitions and buybacks highlight Lithia’s effort to grow its revenue base while reducing share count, potentially amplifying per-share results and...

In early December 2025, Box reported third-quarter revenue of US$301.11 million, up from US$275.91 million a year earlier, while net income dipped slightly to US$12.07 million and full-year guidance pointed to more modest profitability due in part to non-cash deferred tax expenses. The company also highlighted robust adoption of its AI-powered Intelligent Content Management platform and an 18% increase in remaining performance obligations, underscoring a growing base of contracted future...

Dell Technologies recently reported higher third-quarter and nine-month revenue and net income year over year, affirmed strong fiscal 2026 guidance, continued sizable share repurchases, and declared a US$0.525 quarterly dividend payable on January 30, 2026, after lifting its annual dividend to US$2.10 per share earlier this year. At the same time, Michael and Susan Dell’s US$6.25 billion philanthropic commitment to children’s investment accounts, paired with Dell’s AI-driven infrastructure...

Earlier this month, Bilibili highlighted plans to distribute 13 new games in December, including the anime-style title “Trickster's Mischief,” developed by South Korea’s EPIDGAMES after its strong reception in the Korean market. This push into licensed game distribution underscores Bilibili’s efforts to deepen engagement with its core gaming audience and extend its reach beyond China. We’ll now examine how the December slate, especially “Trickster's Mischief,” could influence Bilibili’s...

In recent days, Coeur Mining has drawn increased attention as it prepared to present at Scotiabank’s 27th Annual Mining Conference 2025 in Toronto and Bank of America’s Leveraged Finance Conference in Boca Raton, featuring CEO Mitchell J. Krebs and CFO Thomas S. Whelan. At the same time, unusual options activity, insider selling, and commentary about operational inflection and cash flow strength have fueled wider debate over Coeur’s outlook. Next, we’ll look at how this unusual options...