NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Astronics (ATRO) Is Up 6.4% After Zacks Trend Rating Spotlights Bullish Analyst Sentiment – Has The Bull Case Changed?

Astronics’ recent recognition by Zacks with a top-tier trend-investing rating, supported by strong fundamentals and upbeat brokerage commentary, has drawn fresh attention from investors over the past week. This wave of positive analyst sentiment has elevated Astronics’ profile among trend-focused market participants, potentially amplifying how quickly new information influences expectations for the business. With analyst enthusiasm now in sharper focus, we’ll examine how this heightened...
ASX:BOQ
ASX:BOQBanks

Assessing Bank of Queensland (ASX:BOQ) Valuation After Shareholder-Backed Appointment of Activist Director Stephen Mayne

Bank of Queensland (ASX:BOQ) just saw shareholders vote in activist campaigner Stephen Mayne as a director at its AGM, a rare non board endorsed win that puts governance and strategy firmly in focus. See our latest analysis for Bank of Queensland. The activism spotlight has landed on Bank of Queensland just as sentiment has been mixed, with the latest A$6.52 share price sitting against a slightly negative year to date share price return but a positive multi year total shareholder return...
NYSE:PSN
NYSE:PSNProfessional Services

Is The Recent 30% Drop In Parsons A Buying Opportunity In 2025?

Investors may be wondering if Parsons at around $63 is starting to look like value after its run up over the last few years, or if it is still pricing in too much optimism. The stock has pulled back sharply, down about 5% over the last week, 26.7% over the past month, and 30% year to date, even though it is still up roughly 80.3% over five years. That reversal comes as investors respond to shifting sentiment around government and critical infrastructure spending, along with a broader...
NasdaqGS:NCNO
NasdaqGS:NCNOSoftware

nCino (NCNO) Valuation Check After New $100 Million Buyback and Upgraded Earnings Guidance

nCino (NCNO) just checked two big boxes investors care about, delivering solid third quarter growth and then greenlighting a fresh $100 million share repurchase program that underscores management’s confidence in the business. See our latest analysis for nCino. Even with the new buyback and upbeat guidance following its third quarter results and AI focused product push, nCino’s 1 year total shareholder return of negative 28.17 percent and year to date share price return of negative 23.77...
NYSE:MMS
NYSE:MMSProfessional Services

Maximus (MMS) Valuation Check After a Steady Year of Share Price and Earnings Growth

Maximus (MMS) has quietly outperformed over the past year, and that steady climb has investors asking whether the stock still offers value after its recent gains and shifting sentiment in government services. See our latest analysis for Maximus. The latest $84.43 share price sits on the back of an 11.37% year to date share price return and a 22.86% one year total shareholder return, signaling steady momentum rather than a euphoric spike. If Maximus has you rethinking defensive growth, it...
NYSE:YEXT
NYSE:YEXTSoftware

Does Recent Price Volatility Create an Opportunity in Yext in 2025?

Wondering if Yext is actually a bargain or just another volatile tech name? You are not alone, and that is exactly what we are going to unpack here. The stock is up a solid 27.8% over the last year despite a -6.3% slip in the past week and a -4.3% dip over the last month, which hints that sentiment is still cautiously optimistic after a tough 5 year stretch of -47.8%. Recently, Yext has stayed in the conversation as investors reassess digital search and AI driven marketing tools, especially...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Reassessing IDEXX Laboratories (IDXX) Valuation After Fresh Bullish Analyst Coverage and Global Growth Momentum

Barclays just kicked off coverage on IDEXX Laboratories (IDXX) with a favorable view, adding to a run of upbeat analyst calls as the company leans into global expansion and rising demand for its diagnostics platform. See our latest analysis for IDEXX Laboratories. That upbeat backdrop comes after a sharp re-rating, with the share price now at $704.2. Despite a slightly negative 30 day share price return, a strong year to date share price gain and robust multi year total shareholder returns...
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

Does Catalyst Pharmaceuticals Still Offer Value After Its 559.8% Five Year Surge in 2025?

Wondering if Catalyst Pharmaceuticals is still a smart buy after its big run, or if the best gains are already behind it? Let us unpack whether the current price really matches what the business is worth. The stock has delivered a modest 0.4% gain over the last week and 3.7% over the past month, but zooming out shows a stronger 9.8% year to date and a massive 559.8% over five years. This naturally raises questions about how much upside is left. Recent attention around Catalyst has focused on...
NYSE:BBY
NYSE:BBYSpecialty Retail

Best Buy (BBY) Valuation After Earnings Beat, Guidance Hike and Renewed Investor Confidence

Best Buy (BBY) just reminded investors it is more than a cyclical gadget shop, with Q3 results that topped forecasts and a guidance raise that helped spark a sharp move higher in the stock. See our latest analysis for Best Buy. The positive reaction to Q3 comes after a tougher year, with the share price at $73.46 and a year to date share price return of negative 14.75 percent. The one year total shareholder return of negative 11.85 percent shows sentiment has been cautious even as recent...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE): Valuation Check After 2026 Growth, Capex Guidance and MEG Acquisition Update

Cenovus Energy (TSX:CVE) just laid out its 2026 playbook, pairing roughly 4% upstream growth guidance with a multibillion dollar capital plan that folds in the MEG acquisition and underscores steady shareholder returns. See our latest analysis for Cenovus Energy. The guidance drop slots into an already solid run for Cenovus, with the share price at $24.83 and a year to date share price return of 12.66%, while the 1 year total shareholder return of 17.67% and five year total shareholder return...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

Is SPIE Still Attractive After a 200% Five Year Rally and Rich Earnings Multiple?

How Has SPIE Performed For Shareholders? Before diving into valuation models and fair value estimates, it is worth grounding the discussion in what really matters to investors: the actual returns SPIE has generated over different time frames. SPIE shares have delivered strong gains for long term holders, with the stock up 109.8% over three years and 200.8% over five years, far ahead of what many investors would expect from an industrial services business. That kind of compounding sets a high...
NasdaqGS:ANDE
NasdaqGS:ANDEConsumer Retailing

Assessing The Andersons (ANDE) Valuation After Investor Day Growth Plan and Dividend Increase

Andersons (ANDE) just gave investors a two part update: a higher quarterly dividend and an ambitious long term earnings roadmap, and the market is starting to price in that confidence. See our latest analysis for Andersons. The upbeat Investor Day roadmap and dividend bump have clearly resonated, with a 34.6% year to date share price return and a 171.4% five year total shareholder return indicating momentum that investors are supporting rather than fading. If this kind of earnings driven...
TASE:MMHD
TASE:MMHDInsurance

Why Menora Mivtachim (TASE:MMHD) Is Up 10.0% After Reporting Stronger Nine-Month Profitability Trends

In the past quarter, Menora Mivtachim Holdings Ltd. reported third-quarter 2025 net income of ILS 588.96 million, with basic earnings per share from continuing operations rising to ILS 9.44 from ILS 8.72 a year earlier. Over the first nine months of 2025, net income increased to ILS 1.71 billion and basic earnings per share from continuing operations reached ILS 27.41, underscoring a marked improvement in profitability versus the prior-year period. We will now examine how this stronger...
SEHK:700
SEHK:700Interactive Media and Services

Tencent (SEHK:700) Valuation Review After Record Gaming Results and Strengthening Overseas Momentum

Tencent Holdings (SEHK:700) just booked record results from its gaming arm, with overseas titles pulling more weight as rivals stumbled. That outperformance is quietly reshaping how investors are thinking about the stock. See our latest analysis for Tencent Holdings. Despite a softer 30 day share price return, Tencent’s HK$616 share price still reflects strong momentum, with a roughly 48 percent year to date share price gain and a standout three year total shareholder return of about 110...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

CVC Capital Partners (ENXTAM:CVC): Assessing Valuation After Leadership Succession Moves and Major Promotions Round

CVC Capital Partners (ENXTAM:CVC) just reshuffled its top ranks, creating a new president role for veteran dealmaker Peter Rutland and elevating nearly 220 staff. These moves sharpen the firm’s leadership succession story. See our latest analysis for CVC Capital Partners. The leadership shake up arrives after a tough stretch in the market, with a 1 day share price return of 4.26 percent to $14.21 offering a rare bright spot against a year to date share price return of minus 32.53 percent and...
NYSE:MKL
NYSE:MKLInsurance

Is Markel Group’s (MKL) Retreat From Reinsurance Quietly Redefining Its Berkshire-Style Playbook?

In recent months, Markel Group Inc., led by CEO Tom Gayner, has sharpened its insurance focus by exiting loss-making reinsurance, tightening underwriting standards, and prioritizing higher-margin specialty lines while expanding internationally, where operations now generate about a quarter of gross written premiums. An important angle for long-term investors is the combination of this refocus with meaningful insider stock ownership, which signals strong management alignment as Markel leans...
NYSE:WOLF
NYSE:WOLFSemiconductor

Wolfspeed (WOLF) Valuation Check After Recent Share Price Weakness

Wolfspeed (WOLF) has been under pressure lately, with the stock down about 6% in the past day and roughly 16% this year, as investors reassess its silicon carbide growth story. See our latest analysis for Wolfspeed. With the latest 1 day share price return of minus 6.55 percent and a year to date share price return of minus 16.02 percent at a closing share price of 18.56 dollars, the near term momentum around Wolfspeed looks to be fading as investors weigh its hefty investment needs against...
NYSE:CNO
NYSE:CNOInsurance

Is CNO Financial Group’s Valuation Still Attractive After Its Recent Share Price Pullback?

CNO Financial Group (CNO) has quietly become a steady compounder, doubling investors money over the past 3 years while delivering rising earnings and modest revenue growth in a relatively defensive insurance niche. See our latest analysis for CNO Financial Group. At around $41.24 per share, CNO’s recent pullback has been mild compared to its solid year to date share price return. It sits against a backdrop of exceptional three year total shareholder returns that suggest momentum is still...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Reassessing Aurora Innovation (AUR) Valuation After Strong Three-Year Gains and Recent Share Price Pullback

Recent performance and why the stock is on investors' radar Aurora Innovation (AUR) has been drifting lower this year, but its long term return since listing remains striking. This has kept the stock in focus as investors reassess self driving bets and the timing around commercialization. See our latest analysis for Aurora Innovation. The latest slide in Aurora’s share price, including a 1 day share price return of minus 4.77 percent, comes after a volatile stretch where optimism around long...
NYSE:NATL
NYSE:NATLDiversified Financial

NCR Atleos (NATL): Assessing Valuation After Expanding Allpoint Deposit Access Across Tennessee and Nationwide

NCR Atleos (NATL) is in focus after expanding its Allpoint Network, enabling Knoxville TVA Employees Credit Union members to make cash deposits at 3,500 branded ATMs nationwide, including new deposit locations across Tennessee. See our latest analysis for NCR Atleos. NCR Atleos shares now trade at $38.71, and that Knoxville TVA deal helps explain why the year to date share price return of 13.62 percent and 1 year total shareholder return of 16.46 percent point to gradually improving momentum...
NasdaqGM:HLMN
NasdaqGM:HLMNMachinery

Did Stifel’s Renewed Optimism on Hillman’s Margins and Valuation Discount Just Shift HLMN’s Investment Narrative?

On December 3, 2025, Stifel reiterated its Buy rating on Hillman Solutions, describing the company as a leading hardware-products distributor with strong gross profit margins and resilience in a flat home improvement market. Analysts also emphasized Hillman’s discounted valuation relative to peers, arguing this gap, combined with its position to benefit from a future home improvement recovery, underpins a more constructive long-term view. We’ll now examine how renewed analyst confidence in...