NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

O'Reilly Automotive (ORLY): Valuation Check After Earnings Beat, Higher Guidance and Fresh Bullish Analyst Coverage

O'Reilly Automotive (ORLY) just picked up fresh bullish coverage after posting a quarter of better than expected revenue and earnings growth, and even nudging its full year guidance higher. See our latest analysis for O'Reilly Automotive. Even with the upbeat quarter and a wave of fresh bullish research, the stock has been choppy recently, with a 30 day share price return of 4.16%, a robust year to date share price return of 24.89%, and a 5 year total shareholder return of 231.15%. This...
NYSE:GTY
NYSE:GTYRetail REITs

Assessing Getty Realty (GTY) Valuation After $250 Million Senior Unsecured Notes Reshape Its Balance Sheet

Getty Realty (GTY) just locked in a fresh $250 million in senior unsecured notes, a material financing move that reshapes its balance sheet, extends debt maturities, and frees up capacity for new investments. See our latest analysis for Getty Realty. The new $250 million note deal lands while Getty Realty’s share price has slipped year to date but still sits at $27.93, and its five year total shareholder return near 30% points to durable, if unspectacular, long term compounding rather than...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

Atour Lifestyle (ATAT) Is Up 11.8% After Q3 Beat And Dividend Hike Has The Bull Case Changed?

Atour Lifestyle Holdings Limited recently reported third-quarter 2025 results showing higher revenue and net income year over year, and its board declared a US$0.12 per ordinary share (US$0.36 per ADS) cash dividend, with an ex-dividend date that passed on November 25, 2025. Combined with guidance for full-year 2025 net revenue to rise 35% versus 2024 and total cash dividends of about US$108 million, these updates highlight how Atour is using earnings strength to return capital while...
SWX:COPN
SWX:COPNPharmaceuticals

Cosmo Pharmaceuticals (SWX:COPN) Is Up 46.9% After Clascoterone Hair-Loss Win And EU Nod For Winlevi

Cosmo Pharmaceuticals has reported strong top-line Phase III results for clascoterone 5% topical solution in male androgenetic alopecia and, together with Glenmark Pharmaceuticals, secured European Commission marketing authorization for Winlevi (clascoterone 10 mg/g cream) to treat acne vulgaris in 17 countries. These developments highlight clascoterone’s potential as a versatile, first-in-class topical androgen receptor inhibitor across both hair loss and acne, expanding Cosmo’s...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments (TXN): Valuation Check After Cautious Q4 Guidance and Heavy US Fab Investment

Texas Instruments (TXN) is back in focus after management paired strong recent revenue growth with cautious Q4 guidance, underscoring how heavy US fab spending and weak industry demand are weighing on near term margins and sentiment. See our latest analysis for Texas Instruments. Despite the cautious Q4 outlook and mixed commentary from high profile investors, the 1 month share price return of 13.11 percent shows momentum has picked up lately, even though the 1 year total shareholder return...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Ambarella (AMBA): Revisiting Valuation After Upgraded 2026 Revenue Outlook and Narrower Quarterly Loss

Ambarella (AMBA) just delivered a quarter that combined faster sales growth with a slimmer loss, and then immediately raised its full year revenue outlook to a record range, which is what has investors paying attention. See our latest analysis for Ambarella. The latest earnings beat and upgraded guidance come after a choppy spell, with a 30 day share price return of minus 14.34% and a five year total shareholder return of minus 16.23%. This positive surprise could mark a turn in sentiment. If...
TSX:SOBO
TSX:SOBOOil and Gas

Will South Bow's Q3 Miss and Steady 2025 Guidance Change South Bow's (TSX:SOBO) Narrative

South Bow Corporation recently reported mixed fiscal Q3 2025 results, with earnings per share beating expectations while revenue fell year over year and missed forecasts, prompting cautious commentary from several Wall Street analysts. Despite revenue pressure and ongoing concerns about the financial implications of the MP 171 incident, management kept its 2025 guidance intact, signaling confidence in the company’s underlying outlook. Next, we’ll examine how management’s decision to...
NYSE:DGX
NYSE:DGXHealthcare

What Quest Diagnostics (DGX)'s Octave MS Collaboration Means For Shareholders

On 1 December 2025, Octave Bioscience announced a collaboration with Quest Diagnostics to offer its Multiple Sclerosis Disease Activity (MSDA) blood test through Quest’s roughly 7,000 U.S. specimen-collection sites, with Quest also gaining first rights to support future Octave tests for multiple sclerosis and Parkinson’s disease. This agreement deepens Quest’s presence in neurology testing by pairing its national collection network with a clinically validated, multi-biomarker tool that can...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Is Enphase (ENPH) Quietly Turning Into a Full-Stack Home Energy Platform With Its New EV Charger?

Enphase Energy recently began U.S. production shipments of its next-generation IQ EV Charger 2 and rolled out PowerMatch battery optimization technology in Europe, enhancing integration across solar, storage, and EV charging. Together, these launches push Enphase further into whole-home and small-business energy management, potentially increasing the usefulness of each installed system and deepening customer lock-in across its platform. Next, we'll examine how the IQ EV Charger 2 rollout...
NYSE:INSP
NYSE:INSPMedical Equipment

Inspire Medical Systems (INSP): Revisiting Valuation After Inspire V Launch Setbacks and Class Action Lawsuits

Inspire Medical Systems (INSP) has been under pressure after revealing major stumbling blocks in the Inspire V launch, including underprepared treatment centers, billing software glitches, and excess inventory weighing on demand and earnings expectations. See our latest analysis for Inspire Medical Systems. The latest Inspire V setbacks come after a volatile stretch in which a sharp selloff following guidance cuts and multiple securities class actions left a 1 year total shareholder return of...
NasdaqGS:HSII
NasdaqGS:HSIIProfessional Services

Heidrick & Struggles (HSII): Assessing Valuation After Strong Multi‑Year Share Price Gains

Heidrick & Struggles International (HSII) has quietly delivered strong multi year gains, with the stock up about 34% over the past year and more than doubling in the past 3 years. See our latest analysis for Heidrick & Struggles International. With the latest share price at $58.97 and a standout 90 day share price return of 17.07 percent, the recent move looks like a continuation of the strong multi year total shareholder return rather than a short lived bounce. This suggests momentum is...
TSXV:SLVR
TSXV:SLVRMetals and Mining

Silver Tiger Metals (TSXV:SLVR) Valuation After $40M Equity Raise and Narrower Quarterly Net Loss

Silver Tiger Metals (TSXV:SLVR) just wrapped up a sizeable CAD 40 million follow on equity raise, days before reporting a narrower quarterly net loss that subtly shifts the risk reward profile for this junior miner. See our latest analysis for Silver Tiger Metals. At a CA$0.73 share price, Silver Tiger’s 1 month share price return of 7.35 percent sits against a hefty year to date share price return of over 200 percent. This suggests momentum is still building as the financing and improving...
NYSE:RYAN
NYSE:RYANInsurance

Ryan Specialty (RYAN): Valuation Check After New Public Sector MGU Launch and Fresh Analyst Coverage

Ryan Specialty Holdings (RYAN) just rolled out a new public sector focused managing general underwriter while drawing fresh attention from Wall Street, a combination that quietly reshapes how investors are thinking about the stock. See our latest analysis for Ryan Specialty Holdings. Despite the launch of Ryan Specialty Public Entity and other strategic moves such as the Financial Lines rebrand, the stock has lost ground recently, with a negative year to date share price return. However, the...