NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Is Ouster (OUST) Evolving From LiDAR Hardware Vendor To Core Autonomy Platform Enabler?

Recent coverage of Ouster highlighted its role as a pure-play LiDAR provider serving autonomous vehicles, industrial automation, robotics, defense, and smart infrastructure, in a market expected to expand rapidly over the next several years. The company’s growing exposure to multiple advanced technology themes, combined with projections for strong year-over-year revenue growth, has intensified investor attention on LiDAR as a foundational enabling technology rather than a niche hardware...
NYSE:SPNT
NYSE:SPNTInsurance

SiriusPoint (SPNT): Taking Stock of Valuation After Fresh Analyst Upgrades and a Zacks Rank #1 Rating

Several analyst upgrades have pushed SiriusPoint (SPNT) into the spotlight, as a fresh Zacks Rank #1 rating and rising earnings estimates help explain the stock's climb toward its recent 52 week highs. See our latest analysis for SiriusPoint. Those upgrades are landing at a time when momentum already looks constructive, with SiriusPoint’s share price delivering a 90 day share price return of about 13 percent and a year to date share price return of roughly 37 percent. The three year total...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Driven Brands (DRVN): Assessing Valuation After Recent Share Price Rebound

Driven Brands Holdings (DRVN) has quietly lagged the market this year, but that disconnect between its share price and underlying business trends is exactly what makes the stock interesting for patient investors today. See our latest analysis for Driven Brands Holdings. At a latest share price of $15.00, Driven Brands has seen a 1 month share price return of 8.3 percent after a tough 3 month spell. Its 3 year total shareholder return of negative 49.1 percent shows how far sentiment has swung,...
NYSE:SGI
NYSE:SGIConsumer Durables

Somnigroup International (SGI): Assessing Valuation After a Strong Multi‑Year Share Price Run

Market context and recent performance Somnigroup International (SGI) has quietly rewarded patient investors, with the stock up about 68% over the past year and roughly 192% in the past 3 years, far outpacing broader consumer durables peers. See our latest analysis for Somnigroup International. With the share price now at $91.87 and a strong year to date share price return alongside a powerful multi year total shareholder return, momentum still looks firmly on Somnigroup International’s side...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

Taking Stock of IDEAYA Biosciences (IDYA) Valuation After FDA Clears IDE034 for Phase 1 Trial

IDEAYA Biosciences (IDYA) just picked up fresh momentum after the FDA cleared its IND for IDE034, a first in class bispecific ADC targeting B7H3 and PTK7 in difficult solid tumors. See our latest analysis for IDEAYA Biosciences. The IDE034 news lands on a stock that has already been rerating, with an approximate 53 percent 3 month share price return and a 3 year total shareholder return of about 113 percent, suggesting momentum is still building as investors reassess the pipeline after GSK...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific (CORZ): Valuation Check After VR Advisory’s Big Buy and Ongoing AI Data Center Pivot

Core Scientific (CORZ) just caught fresh attention after VR Advisory Services scooped up more than 1.2 million shares, underscoring growing institutional interest in its pivot toward higher margin, AI focused data center services. See our latest analysis for Core Scientific. The stock has been choppy, with a recent 1 month share price return of minus 15.3 percent after a strong 3 month share price return of 22.8 percent. Today’s 17.11 dollar share price still reflects building momentum as...
TSX:TSU
TSX:TSUInsurance

Trisura Group (TSX:TSU) Valuation Check After Renewed Share Buyback Plan

Trisura Group (TSX:TSU) just renewed its Normal Course Issuer Bid, giving itself room to buy back up to roughly 3% of its shares over the next year, a shareholder friendly capital decision. See our latest analysis for Trisura Group. The refreshed buyback comes after a steady, if unspectacular, stretch where Trisura’s share price has inched up year to date while the 1 year total shareholder return has stayed modestly negative, hinting that sentiment may be stabilising rather than surging. If...
NYSE:GWW
NYSE:GWWTrade Distributors

How Investors Are Reacting To W.W. Grainger (GWW) Beating EPS Estimates While Reaffirming Guidance

In the past quarter, W.W. Grainger reported adjusted EPS of US$10.21, surpassing Wall Street expectations on the back of firm pricing and tight cost control, while reaffirming full-year guidance for adjusted EPS of US$39–US$39.75 and revenue of US$17.80–US$18.00 billion. This combination of an earnings beat and unchanged guidance, despite ongoing macroeconomic headwinds, highlights management’s confidence in the company’s operational resilience and pricing discipline. Next, we’ll examine how...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Dividend Hike Prompts Fresh Look at Whether the Stock’s Valuation Still Makes Sense

Morningstar (MORN) just gave income focused investors something to chew on, announcing a 10% boost to its quarterly dividend, lifting the payout to 50 cents per share starting with the January distribution. See our latest analysis for Morningstar. Even with the dividend bump and recent product updates to its Medalist Rating, Morningstar’s share price at $218.21 reflects a year to date share price return of roughly negative mid thirties, and a one year total shareholder return in the high...
TSE:4922
TSE:4922Personal Products

KOSÉ (TSE:4922) Valuation Check After Prolonged Share Price Weakness and Mixed Growth Signals

KOSÉ (TSE:4922) has quietly slid over the past month, even as revenue and net income continue to grow year over year. This invites a closer look at whether the market is overly discounting its long term prospects. See our latest analysis for KOSÉ. Despite solid revenue and net income growth, KOSÉ’s 30 day share price return of minus 9.79 percent and steep five year total shareholder return of minus 67.89 percent suggest sentiment is still cautious rather than improving. If KOSÉ’s recent slide...
SEHK:1810
SEHK:1810Tech

Xiaomi (SEHK:1810) Valuation Check After Record Q3 and 199% Smart EV Revenue Surge

Xiaomi (SEHK:1810) just posted a standout third quarter, with several metrics hitting record highs and its Cars unit delivering a breakthrough as smart electric vehicle and innovation revenue surged more than 199% year over year. See our latest analysis for Xiaomi. The upbeat quarter has helped Xiaomi regain some investor confidence, with the latest HK$42.78 share price sitting against a solid year to date share price return. A powerful three year total shareholder return above 270% suggests...
SEHK:17
SEHK:17Real Estate

New World Development (SEHK:17): Reassessing Valuation After Major Debt Exchange and Sharp Balance Sheet Deleveraging

New World Development (SEHK:17) has just wrapped up a major debt exchange, issuing about USD 1.36 billion in new bonds and cutting its debt load by nearly 50%, a meaningful shift for equity holders. See our latest analysis for New World Development. The sizeable debt cut seems to have given sentiment a lift, with a 1 day share price return of 4.87% helping extend its year to date share price return of 41.07%. However, the 3 year total shareholder return is still deeply negative at 62.10%. If...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Analog Devices (ADI) Is Up 6.0% After Strong Q4 Results And Higher Capital Returns Is The Bull Case Changing?

In late November 2025, Analog Devices reported fourth-quarter sales of US$3,076.12 million and net income of US$787.74 million, alongside full-year sales of US$11.02 billion, higher profitability, continued share repurchases, and a US$0.99 quarterly dividend. These results, paired with fresh earnings guidance for early fiscal 2026 and ongoing capital returns, highlight how Analog Devices is balancing growth investment with shareholder payouts. With this backdrop of stronger earnings and...
NYSE:NYT
NYSE:NYTMedia

Pentagon Access Lawsuit Over Press Freedom Might Change The Case For Investing In New York Times (NYT)

The New York Times recently filed a lawsuit against the US Department of Defense and Defense Secretary Pete Hegseth, arguing that new Pentagon rules restricting press access and source-based reporting violate journalists’ constitutional rights and chill independent coverage. This legal clash highlights how government-imposed limits on newsgathering could influence not only press freedom, but also the long-term operating environment for subscription-based news businesses like the Times. We’ll...
NYSE:FBK
NYSE:FBKBanks

How Investors May Respond To FB Financial (FBK) Shifting FirstBank To Federal Reserve Oversight

On December 2, 2025, FB Financial’s subsidiary FirstBank became a member of the Federal Reserve System, with the Federal Reserve replacing the FDIC as its primary federal regulator while FDIC deposit insurance remains unchanged. This shift in oversight reshapes FirstBank’s regulatory framework, an important consideration for how investors think about its risk profile, governance and long-term banking operations. We’ll now examine how FirstBank’s move under Federal Reserve supervision could...