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...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

The Bull Case For Repligen (RGEN) Could Change Following New Gene Therapy Chromatography Resin Launches

Earlier in 2025, Repligen Corporation expanded its bioprocessing portfolio by launching three high-performance chromatography resins: AVIPure HiPer AAV9 and AAV8 affinity resins, plus the HiPer QA anion exchange resin, aimed at advancing gene therapy purification and process efficiency. This move strengthens Repligen’s position in next-generation bioprocessing by broadening its consumables offering, potentially increasing recurring revenue as gene therapy pipelines mature. We’ll now examine...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Is Goodyear (GT) Using Connected Tires To Quietly Reposition Itself As A Vehicle Data Partner?

Earlier this month, Stellantis’ Citroën brand announced a collaboration with Goodyear to develop the Eagle Xplore concept tire, integrating Goodyear’s SightLine technology so tires can monitor their own condition and share real-time data with the vehicle and driver. This partnership underlines Goodyear’s push to embed smart, connected tire systems into software-driven vehicles, potentially shifting its role from a traditional component supplier to a data and technology partner for...
NYSE:BCO
NYSE:BCOCommercial Services

Brink's (BCO) Valuation After Approving a Major $750 Million Share Buyback Program

Brink's (BCO) just rolled out a new 750 million dollar share repurchase plan, a sizable slice of its market value. The move signals management’s confidence in cash generation, capital discipline, and the company’s long term growth strategy. See our latest analysis for Brink's. The announcement fits neatly into a strong run, with Brink's posting a roughly 30 percent year to date share price return and a powerful three year total shareholder return above 130 percent, suggesting positive...