NasdaqGS:MMYT
NasdaqGS:MMYTHospitality

Can MakeMyTrip’s (MMYT) Stronger International Trends Reinforce Its Long-Term Travel Platform Narrative?

In the past week, MakeMyTrip reported stronger international air ticketing and hotel revenue trends, with trading activity rising above typical volume levels. Investor attention is increasingly centering on how resilient travel demand and recovering cross-border tourism could support MakeMyTrip’s upcoming quarterly earnings despite seasonal disruptions. Next, we’ll examine how this momentum in international air ticketing and hotel revenues might influence MakeMyTrip’s existing long-term...
NYSE:ABG
NYSE:ABGSpecialty Retail

Does CEO Succession From David Hult To Dan Clara Change The Bull Case For Asbury (ABG)?

Asbury Automotive Group recently announced that long-time Chief Executive Officer and President David W. Hult will move to Executive Chairman after the 2026 Annual Meeting, with current Chief Operating Officer Daniel E. Clara set to assume the roles of CEO and President. This planned handover elevates a 23-year company veteran whose operational leadership has been central to integrating major acquisitions and driving same-store performance. We’ll now consider how elevating long-time operator...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Axogen (AXGN): Reassessing Valuation After FDA BLA Approval for AVANCE Nerve Allograft

Axogen (AXGN) just cleared a major regulatory hurdle, with the FDA approving its Biologics License Application for the AVANCE acellular nerve allograft, expanding indications and sharpening investor focus on the company’s potential growth opportunities. See our latest analysis for Axogen. That backdrop helps explain why, even after a modest 1 day share price pullback, Axogen’s 30 day share price return of 24.63 percent and 1 year total shareholder return of 99.12 percent signal strong,...
NYSE:ABM
NYSE:ABMCommercial Services

Is ABM Industries’ New Audit Appointment Quietly Reshaping Its Governance Edge for Investors (ABM)?

On December 5, 2025, ABM Industries’ board appointed Mr. Hytinen to its Audit Committee, adding further financial oversight experience to the company’s governance structure. This governance change comes alongside increasing institutional interest and research coverage, highlighting how ABM’s board composition is evolving as investor attention grows. Next, we’ll examine how growing institutional interest and new analyst coverage may influence ABM’s existing investment narrative and risk...
NYSE:CVNA
NYSE:CVNASpecialty Retail

S&P 500 Inclusion Amid Turnaround Could Be A Game Changer For Carvana (CVNA)

Carvana is being added to the S&P 500 on December 22, 2025, following a year marked by record Q3 2025 retail sales, improved profitability, and a widely cited operational turnaround in its online used-car platform. At the same time, insider share sales and mixed analyst views on valuation highlight that enthusiasm around Carvana’s index inclusion and growth story is paired with ongoing debates about risk and sustainability. We’ll now examine how Carvana’s upcoming S&P 500 inclusion may...
NYSE:RHP
NYSE:RHPHotel and Resort REITs

Ryman Hospitality Properties (RHP): Revisiting Valuation After a Confident Dividend Increase

Ryman Hospitality Properties (RHP) increased its fourth quarter cash dividend to $1.20 per share, a move that signals management’s confidence in cash flows and draws new attention to the stock’s income profile. See our latest analysis for Ryman Hospitality Properties. The higher payout lands at a time when sentiment has been mixed, with the share price at $98.81 and a slightly negative year to date share price return. However, a strong five year total shareholder return hints that long term...
TSE:5803
TSE:5803Electrical

Fujikura (TSE:5803): Assessing Valuation After a Sharp Pullback in a Strong Multi‑Year Run

Fujikura (TSE:5803) has quietly pulled back over the past week, even after a strong run over the past year. That disconnect between recent weakness and longer term gains is where the story gets interesting. See our latest analysis for Fujikura. After a sharp pullback that includes a 1 month share price return of minus 14.9 percent, Fujikura still sits on a powerful year to date share price gain and exceptional multi year total shareholder returns, suggesting momentum is cooling rather than...
NYSE:KMI
NYSE:KMIOil and Gas

Should Kinder Morgan’s 2026 Dividend and Earnings Outlook Reshape How KMI Investors View Its Cash Engine?

Kinder Morgan recently issued guidance projecting net income attributable to the company of US$2.90 billion in 2025 and US$3.10 billion in 2026, alongside a projected annualized 2026 dividend of US$1.19 that would mark its ninth consecutive year of dividend increases. This combination of higher expected earnings and continued dividend growth underscores Kinder Morgan’s emphasis on cash generation and capital returns within its fee-based infrastructure model. Next, we’ll explore how Kinder...
NYSE:GPN
NYSE:GPNDiversified Financial

Revisiting Global Payments (GPN) Valuation After a Tough Year for the Share Price

Global Payments (GPN) has been grinding through a challenging year, with the stock down roughly 27% in 2024 even as revenue and net income continue to inch higher. Investors are asking whether this gap signals opportunity. See our latest analysis for Global Payments. Despite the tough year to date, the recent 7 day and 30 day share price returns of 4.8% and 10.2% suggest sentiment is stabilising, even as the 1 year total shareholder return remains firmly negative. If this shift in momentum...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Group (ZG) Is Down 7.9% After Google Tests Home-For-Sale Ads With Built-In Tools

Earlier this week, investors learned that Google is testing mobile-first home-for-sale ads with built-in listing details, tour requests, and scheduling tools that overlap with Zillow’s Premier Agent experience and could reshape how buyers and sellers find real estate online. At the same time, Zillow is juggling listing-feed tensions with Chicago’s MLS and reevaluating climate-risk disclosures, highlighting pressures on its data advantages and agent relationships. We’ll now examine how...
NYSE:OSCR
NYSE:OSCRInsurance

Broward Health Deal And New Coverage Could Be A Game Changer For Oscar Health (OSCR)

Oscar Health recently gained fresh analyst coverage from Stephens & Co., which highlighted its technology-focused approach to Affordable Care Act exchanges, while the company also secured an agreement that will add Broward Health’s providers and facilities to its South Florida network starting in 2026. This combination of greater Wall Street attention and a broader provider network could influence how investors assess Oscar’s growth potential and competitive positioning in the ACA...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Mineralys Therapeutics (MLYS): Reassessing Valuation After JAMA Spotlight on Lorundrostat’s Phase 3 Launch-HTN Trial

Mineralys Therapeutics (MLYS) just got a credibility boost, with its Phase 3 Launch HTN trial of lorundrostat featured in JAMA’s inaugural Research of the Year Roundup, spotlighting its approach to treatment resistant hypertension. See our latest analysis for Mineralys Therapeutics. Despite the recent recognition in JAMA, Mineralys’ share price return has cooled in the near term, with a weaker 1 month share price return and modest 3 month share price return. However, its year to date share...
NYSE:BFH
NYSE:BFHConsumer Finance

Bread Financial’s Bigger Buyback and Dividend Hike Might Change The Case For Investing In BFH

Bread Financial Holdings recently increased its equity buyback authorization by US$200 million to a total of US$400 million, completed a US$60 million repurchase of 977,641 shares, and approved a 10% rise in its quarterly dividend to US$0.23 per share, paid on December 12, 2025. Together, the larger repurchase program and higher dividend highlight a stronger emphasis on returning capital to shareholders and management’s confidence in the company’s financial flexibility. We’ll now examine how...
XTRA:LHA
XTRA:LHAAirlines

Deutsche Lufthansa (XTRA:LHA) Is Up 5.8% After Broker Upgrade Highlights Turnaround Momentum

Earlier this month, Kepler Cheuvreux upgraded Deutsche Lufthansa’s rating from Hold to Buy, highlighting progress in its turnaround program and potential benefits from sector-wide factors like capacity constraints and lower fuel costs. The broker also pointed to Lufthansa’s growing focus on premium long-haul travel and its Eurowings expansion as areas where shifting global demand patterns could enhance the group’s competitive position. Next, we’ll examine how this upgrade and confidence in...
NYSE:CWH
NYSE:CWHSpecialty Retail

Camping World (CWH): Reassessing Valuation After a Steep Three-Month Share Price Slide

Camping World Holdings (CWH) has had a rough stretch lately, with the stock sliding over the past 3 months and year, and that kind of persistent weakness usually forces investors to revisit the long term story. See our latest analysis for Camping World Holdings. The latest slide, including a steep 90 day share price return of minus 42.53 percent and a 1 year total shareholder return of minus 52.49 percent, signals fading momentum as investors reassess both cyclical risks and the valuation...
NasdaqGS:SNDX
NasdaqGS:SNDXBiotechs

Can Revuforj’s Awards Momentum Redefine Syndax Pharmaceuticals’ (SNDX) Precision Oncology Investment Narrative?

Syndax Pharmaceuticals recently showcased new clinical data for its FDA‑approved menin inhibitor Revuforj (revumenib) across the acute leukemia treatment continuum at the 67th American Society of Hematology (ASH) Annual Meeting, and the drug was named Best New Drug at the 2025 Scrip Awards. This combination of high‑profile scientific visibility and industry recognition underscores Revuforj’s role in Syndax’s emerging oncology franchise and highlights the company’s broader progress in...
NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Is Addus HomeCare a Hidden Opportunity After Recent Contract Wins and Acquisition Expansion?

If you have been wondering whether Addus HomeCare at around $115 a share is a quiet bargain or a value trap, you are not alone. This stock often flies under the radar despite operating in a steadily growing home health market. The share price has inched up about 2.6% over the last week and 5.6% over the past month, but is still down 7.3% year to date and 11.9% over the last year, a mix that hints at recovering sentiment after a softer stretch. Recent headlines have focused on Addus expanding...