NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Assessing Amkor Technology’s (AMKR) Valuation After Intel’s EMIB Packaging Win and AI Growth Optimism

Amkor Technology (AMKR) just landed a meaningful win, with reports that Intel is handing over its advanced EMIB chip packaging work. This underscores how central Amkor has become to AI driven semiconductor supply chains. See our latest analysis for Amkor Technology. The Intel packaging news lands on top of an already strong run, with Amkor’s share price up 79.77% over 90 days and a 69.27% total shareholder return over the past year, suggesting momentum is clearly building around its AI...
TSX:SVM
TSX:SVMMetals and Mining

Silvercorp Metals (TSX:SVM): Valuation Check After Upgrade to Buy on Growth, Margin Gains and Copper Expansion

Silvercorp Metals (TSX:SVM) just earned an upgrade from Hold to Buy after delivering stronger production growth and healthier margins, with its push into copper shaping up as a key driver for future efficiency. See our latest analysis for Silvercorp Metals. The upgrade comes after a powerful run, with a 60.27% 3 month share price return and a 138.52% 1 year total shareholder return, signalling that momentum and confidence are clearly building. If this kind of momentum has your attention, it...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC): Reassessing Valuation After Q3 Beats Forecasts and 2025 Outlook Is Reaffirmed

Teradata (TDC) just delivered a Q3 that cleared multiple hurdles at once, topping revenue and recurring revenue guidance while beating expectations on non GAAP earnings and free cash flow, and reaffirming its 2025 outlook. See our latest analysis for Teradata. The upbeat quarter seems to be reigniting interest in Teradata, with a 90 day share price return of 49.05% and a five year total shareholder return of 35.48%. This suggests momentum is rebuilding after a softer period. If this kind of...
NasdaqGS:ROOT
NasdaqGS:ROOTInsurance

Assessing Root (ROOT) Valuation After Recent Share Price Pullback and Longer-Term Gains

Root (ROOT) has quietly delivered a mixed run for shareholders, with gains this year but a drop over the past 3 months. That uneven performance is pushing investors to revisit its fundamentals. See our latest analysis for Root. The recent pullback, including a weak 90 day share price return, sits awkwardly against Root’s positive year to date share price gain and powerful three year total shareholder return. This suggests momentum has cooled while long term believers remain firmly in the...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Zscaler (ZS) Valuation After CFO Retirement News and Slower Growth Concerns

Zscaler (ZS) just pulled off the classic beat and raise on earnings, then watched its stock tumble anyway after CFO Remo Canessa announced his retirement and investors fixated on signs of moderating growth. See our latest analysis for Zscaler. At around $244.88 per share, Zscaler has swung from a sharp 1 month share price return of approximately negative 23% to still carrying a solid year to date share price return of nearly 35%. Its multiyear total shareholder returns suggest momentum is...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

First Advantage (FA) Valuation Check After a 31% Share Price Slide Over the Past Year

First Advantage (FA) has quietly slipped about 31% over the past year even as revenue and net income have grown, a combination that can catch value focused investors’ attention. See our latest analysis for First Advantage. That slide in First Advantage’s 1 year share price return, down about 26% year to date and 31.7% on a 1 year total shareholder return basis, suggests sentiment has cooled even as fundamentals improve. This could set up a later rerating if growth holds. If this kind of...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA): Reassessing Valuation After a Solid Year-to-Date Share Price Gain

Corteva (CTVA) has quietly outperformed many agriculture peers this year, and with the stock still about 10% below its past 3 months high, investors are reexamining whether recent gains fairly reflect its improving fundamentals. See our latest analysis for Corteva. At around $65 per share, Corteva has given investors a solid year to date share price return of roughly 16%, while its 1 year total shareholder return of about 10% suggests momentum is steady rather than explosive as markets...
TSE:9861
TSE:9861Hospitality

Yoshinoya (TSE:9861): Assessing Valuation as Board Prepares to Review Organizational Restructuring

Board meeting puts restructuring and valuation in focus Yoshinoya Holdings (TSE:9861) has flagged a November 27 board meeting to consider organizational restructuring, a move that often precedes strategic shifts in how a business allocates capital and runs its core brands. For shareholders, the key question is whether any restructuring could unlock more value from a company whose shares are roughly flat over the past 3 months but still down over the past year, despite steady revenue and...
SEHK:2588
SEHK:2588Trade Distributors

Is BOC Aviation’s A350-1000 Sale-and-Leaseback with Philippine Airlines Reshaping Its Risk Profile (SEHK:2588)?

The Board of Directors of BOC Aviation Limited announced that on 3 December 2025 it agreed to purchase two Airbus A350-1000 aircraft from Philippine Airlines and lease them back under long-term operating leases, with deliveries scheduled in 2025 and 2026. This sale-and-leaseback deal adds modern, long-haul aircraft to BOC Aviation’s portfolio and secures multi-year lease income from a key Asia-Pacific carrier. We’ll now explore how securing long-term A350-1000 leases with Philippine Airlines...
NYSE:SWX
NYSE:SWXGas Utilities

Will Southwest Gas (SWX) New CFO Shape a More Investor-Focused Capital and Communication Strategy?

Southwest Gas Holdings, Inc. and Southwest Gas Corporation recently promoted Justin S. Forsberg to Chief Financial Officer and Senior Vice President, effective December 1, 2025, following the departure of former principal financial officer Robert J. Stefani. Forsberg’s elevation consolidates oversight of finance, accounting, investor relations, and internal audit under a leader with extensive utility-sector and public accounting experience, which may influence how the company funds growth...
NYSE:FLG
NYSE:FLGBanks

Flagstar Bank (FLG): Assessing Valuation After a Strong 2024 Share Price Rebound

Flagstar Bank National Association (FLG) has quietly put together a solid run, with the stock up around 18% over the past month and nearly 40% this year, catching the attention of value-focused bank investors. See our latest analysis for Flagstar Bank National Association. The latest move takes Flagstar’s share price to 12.88 dollars. That strong year to date share price return sits awkwardly against a three year total shareholder return that remains deeply negative, suggesting sentiment is...
NasdaqGS:PECO
NasdaqGS:PECORetail REITs

Assessing Phillips Edison’s (PECO) Valuation After a Year of Modest Share Price Declines

Phillips Edison (PECO) has quietly slipped about 9% over the past year, even as its grocery anchored shopping centers keep generating steady rent and growing revenue. That disconnect is what makes the stock interesting now. See our latest analysis for Phillips Edison. At around $34.51, the stock has seen a soft patch recently, with a roughly 6.6% year to date share price decline. Its three year total shareholder return of about 16% points to steady, if unspectacular, compounding rather than...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

Tesla App-Integrated Tint Partnership Could Be A Game Changer For XPEL (XPEL)

Tesla recently partnered with XPEL to offer OEM-approved window tinting, ordered via the Tesla app and fulfilled on XPEL’s website, combining official tint options with a joint warranty that covers reinstallation when glass is replaced under Tesla’s vehicle warranty. This collaboration signals a meaningful deepening of XPEL’s relationships with major automakers, potentially reinforcing its position in factory-endorsed aftermarket vehicle protection. We’ll now examine how this OEM-approved...