NasdaqGM:FEIM
NasdaqGM:FEIMElectronic

Frequency Electronics (FEIM) Q2 2026: 30% TTM Net Margin Reinforces Bullish Profitability Narrative

Frequency Electronics (FEIM) just posted Q2 2026 results with revenue of about $17.1 million and basic EPS of roughly $0.18, putting fresh numbers on the board for both the top and bottom line. The company has seen quarterly revenue move from around $15.8 million in Q2 2025 to $17.1 million this quarter, while basic EPS has shifted from approximately $0.28 to $0.18 over the same period, against a trailing-12-month net income backdrop of about $21.0 million. Taken together, the latest print...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Intuitive Machines (LUNR) Is Up 6.8% After Buying Lanteris To Become Full-Service Space Contractor

Earlier this month, Intuitive Machines acquired Lanteris Space Systems, moving to offer end-to-end space services spanning multiple orbital regimes and mission types. This move effectively recasts Intuitive Machines as a full-service space contractor, broadening its role across civil, defense, and commercial space programs. We’ll now examine how the Lanteris acquisition, and Intuitive Machines’ push into full-service space contracting, reshapes its investment narrative. AI is about to change...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Did BAFS–Portico Integration Just Recast Fiserv's (FISV) Credit Union Lending Tech Narrative?

In early December 2025, Business Alliance Financial Services (BAFS) announced its integration with Fiserv’s Portico® account processing system, giving Portico-using credit unions broader access to BAFS’ BLAST® commercial loan origination and accounting platform across the full lending lifecycle. This integration underscores how Fiserv’s core processing relationships can deepen its role in commercial lending technology for credit unions, potentially enhancing client stickiness and cross‑sell...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Is Qualcomm Still Attractively Priced After Its Edge AI Expansion and Three Year 66% Surge

If you are wondering whether QUALCOMM at around $178 a share is still a smart buy or if the best gains are already behind it, you are not alone. That question is exactly what this valuation deep dive will unpack. The stock has climbed about 2.0% over the last week, 0.9% over the past month, and is up 16.0% year to date. This adds to a solid 15.0% gain over the last year and a 66.6% gain over three years. Recent headlines have focused on QUALCOMM doubling down on AI at the edge, from...
BIT:STLAM
BIT:STLAMAuto

Does Stellantis’ Recent 20% Share Price Slide Reveal a Long Term Opportunity?

If you are wondering whether Stellantis is quietly turning into a bargain hiding in plain sight, this article is for you. It is aimed at investors trying to work out whether the current share price really reflects its long term potential or just short term jitters. Despite being down 20.4% year to date and 18.1% over the last year, the stock has shown some resilience recently, slipping 3.6% over the past week but still up 8.8% across the last 30 days. Recent headlines have focused on...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Margin Surge to 36.2% Reinforces Bullish AI Profitability Narrative

Broadcom (AVGO) kicked off FY 2025 with fiscal Q4 revenue of about $18.0 billion and basic EPS of $1.80, capping off a year in which trailing 12 month revenue reached roughly $63.9 billion and EPS climbed to $4.91 as reported earnings jumped 275.4% with net margins advancing to 36.2% from 12% the prior year. The company has seen revenue move from around $51.6 billion on a trailing 12 month basis in late 2024 to $63.9 billion by Q4 2025, while net income over the same window expanded from $6.2...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Valuation Check as Long-Serving CFO Announces Retirement and Transition to Special Advisor

Equinix (EQIX) just put a major leadership transition on the calendar, with longtime CFO Keith Taylor planning to retire in 2026 while staying on as a Special Advisor to support the handover. See our latest analysis for Equinix. The leadership change comes at a tricky moment for sentiment, with the share price at $750.32 and a year to date share price return of negative 20.54 percent. Even though the three year total shareholder return remains positive, this suggests longer term momentum is...
NYSE:GIS
NYSE:GISFood

Has General Mills’ 26% Share Price Slide in 2025 Created an Opportunity?

Wondering if General Mills at around $46.69 is a bargain hiding in plain sight or a classic value trap in the making? This article is designed to help you figure that out with a clear, valuation-first lens. Despite a modest 1.7% gain over the last 7 days and a flat 0.4% over 30 days, the stock is still down a steep 26.5% year to date and 26.8% over the last year, which naturally raises questions about whether sentiment has overshot the fundamentals. Recently, investors have been rethinking...
NYSE:MUX
NYSE:MUXMetals and Mining

How McEwen’s (MUX) New Drill Results and Pit Strategy Could Reshape Its Mine Life Profile

McEwen Inc. recently reported progress across several core assets, including completing the 2025 drill program at Lookout Mountain in Nevada and releasing new high‑grade drill results from the Froome Mine at the Fox Complex in Ontario, which together aim to increase resources, extend mine lives and support potential production growth. A distinctive aspect of these updates is the combination of near‑mine extensions at Froome West and early work to merge multiple pits at Unity Ridge, which...
TSX:CSU
TSX:CSUSoftware

Did Mark Miller’s Board Appointment Just Recast Constellation Software’s (TSX:CSU) Leadership and Investment Narrative?

Constellation Software recently appointed Mark Miller, its long-time President and Executive Chairman of Volaris Group, to its Board of Directors, following founder Mark Leonard’s resignation as CEO for health reasons while he remains Chair. This appointment brings a three-decade insider and the co-founder of Constellation’s first acquisition, Trapeze Group, directly into the boardroom, reinforcing leadership continuity across the group’s vertical market software platforms. We’ll now assess...
NYSE:HIMS
NYSE:HIMSHealthcare

Is Hims & Hers Health Still Attractive After Its 450% Surge and Telehealth Expansion?

Wondering if Hims & Hers Health is still a smart buy after its big run, or if the easy money has already been made? You are not alone, and this article is going to unpack exactly what the current price is really baking in. Even after a recent pullback of around 5.1% over the last week and 4.6% over the past month, the stock is still up 47.7% year to date and a massive 450.4% over three years. This tells you the market has already rewritten its expectations in a big way. That surge in...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Too Late to Consider Airbnb After Recent Share Price Rebound?

Wondering if Airbnb at around $128 a share is still a good deal or if the easy money has already been made? This article breaks down what the current price really implies about its future. Despite being down about 2.4% year to date and 2.0% over the last year, the stock has quietly climbed 3.3% in the past week and 5.5% over the last month, hinting that investor sentiment may be starting to turn. That recent strength has come as investors refocus on travel demand normalizing, ongoing product...
NYSE:TOST
NYSE:TOSTDiversified Financial

Has Toast’s Rally Stalled After A 7.5% Slide And Lofty Valuation Multiples?

If you are wondering whether Toast is actually a bargain at today’s prices or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack. The stock has slipped recently, down about 1.1% over the last week, 8.0% over the last month and 7.5% over the past year, even though it is still up around 88.1% over three years. Much of the recent share price action has been driven by changing market sentiment toward high growth, software enabled payment...
SEHK:2616
SEHK:2616Biotechs

Why CStone Pharmaceuticals (SEHK:2616) Is Up 7.9% After GAVRETO NRDL Inclusion Approval In China

CStone Pharmaceuticals announced that its RET-targeted cancer therapy GAVRETO® (pralsetinib) has been approved for inclusion in China’s National Reimbursement Drug List, with reimbursement due to begin on 1 January 2026. This listing materially broadens patient access in China’s public healthcare system, potentially reinforcing CStone’s role as a key oncology player in Greater China. We’ll now examine how NRDL inclusion for GAVRETO shapes CStone’s investment narrative, particularly around...
NYSE:PLNT
NYSE:PLNTHospitality

What Planet Fitness (PLNT)'s US$750 Million Fixed-Rate Refinancing Means For Shareholders

Planet Fitness, Inc. recently completed a refinancing, pricing US$750 million of Series 2025-1 Class A-2 fixed-rate senior secured notes across five- and seven-year tranches, and adding a new US$75 million variable funding note facility through a bankruptcy-remote subsidiary. The transaction not only replaces existing 2022-1 debt but also frees up cash for general corporate purposes, including potential share repurchases, which could influence the company’s balance sheet mix and capital...
SEHK:1211
SEHK:1211Auto

Is It Too Late To Consider BYD After Recent Rally And Cooling Sentiment?

If you are wondering whether BYD is still a smart buy at today’s price, or if the big gains are mostly behind it, this article will walk through what the current market is really pricing in. After a 14.4% gain year to date and a 46.5% climb over 3 years, the recent 2.0% pullback over the last month suggests sentiment is cooling a bit, but not necessarily the long term story. Investors have been reacting to a mix of headlines around global EV competition, shifting subsidies in China, and...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Does Palo Alto Networks Recent Pullback Present a Compelling Valuation Opportunity in 2025?

If you have been wondering whether Palo Alto Networks is still worth buying after its strong run over the last few years, this breakdown will walk through whether the current price still makes sense. Despite a solid long term gain of 153.9% over 3 years and 223.5% over 5 years, the stock has cooled recently, with the share price down 3.6% over the past week, 8.7% over the last month, and slipping 2.5% over the past year, even though it is still up 6.1% year to date. Recent moves have been...
NYSE:JOBY
NYSE:JOBYAirlines

How Investors Are Reacting To Joby Aviation (JOBY) Certification Progress Amid Intensifying Urban Air Mobility Rivalry

Joby Aviation reported further progress toward Federal Aviation Administration certification in 2025, completing over 600 test flights, starting propeller blade manufacturing, and expanding its production workforce while preparing to launch an electric air taxi service in Dubai in 2026 and targeting major U.S. cities thereafter. Alongside Joby’s certification and production push, rival Archer Aviation moved aggressively on infrastructure by acquiring Hawthorne Airport in Los Angeles for...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Assessing Quantum Computing (QUBT) Valuation After a Recent Share Price Rebound

Quantum Computing (QUBT) has been swinging sharply, with the stock up about 8% over the past month but still down roughly 36% year to date, leaving investors reassessing its long term potential. See our latest analysis for Quantum Computing. That recent bounce in the share price sits awkwardly against a much weaker year to date share price return and a still impressive multi year total shareholder return. This suggests sentiment is resetting as investors weigh high growth hopes against...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Assessing Amgen (AMGN)’s Valuation After FDA Approval of Uplizna for Generalized Myasthenia Gravis

Amgen (AMGN) just picked up a meaningful FDA win, with Uplizna cleared as the first CD19 targeted B cell therapy for certain adults with generalized myasthenia gravis, and markets are reassessing the stock’s long term growth mix. See our latest analysis for Amgen. The Uplizna approval lands just after Amgen confirmed another quarterly dividend increase. It comes at a time when the share price, now around $317.74, has delivered a robust year to date share price return of roughly 22% and a one...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Late to Consider SoFi After Its 2025 Rally and Valuation Concerns?

Wondering if SoFi Technologies is still a smart buy after its massive run up, or if you are late to the party? You are not alone, and that is exactly what we are going to unpack here. Despite impressive long term gains of 93.1% year to date and 67.9% over the last year, the stock has cooled a bit recently, slipping 1.8% over the past week and 3.9% over the last month. Recent headlines have focused on SoFi expanding its product ecosystem, stepping up its push into traditional banking...