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EZCORP (EZPW) has quietly delivered strong gains this year, and the move is catching investor attention. With the pawn and pre-owned retail business humming along, the recent rally raises fair questions about what is already priced in. See our latest analysis for EZCORP. The recent climb to a share price of $20.14, backed by a 30 day share price return of 11.89 percent and a 5 year total shareholder return of 294.90 percent, suggests momentum is still building as investors reassess EZCORP’s...

Meritage Homes (MTH) has quietly lagged the market this year, with the stock down about 5% year-to-date and roughly 18% over the past year despite steady revenue and profit growth. See our latest analysis for Meritage Homes. At a share price of $72.23, Meritage’s 1 month share price return of nearly 9% hints that sentiment may be stabilising after a tougher stretch, even though the 1 year total shareholder return remains firmly negative. If Meritage’s recent rebound has you rethinking where...

Domo (DOMO) has just put Q3 2026 on the books with revenue of about $79.4 million and a basic EPS loss of roughly $0.25, keeping the focus firmly on how efficiently the business is converting its topline into sustainable earnings. The company has seen quarterly revenue hover in a tight band around $78 million to $80 million over the past six reported periods, while EPS has similarly stayed in negative territory between approximately $0.25 and $0.56 per share, underscoring that margins remain...

Natera recently filed two shelf registrations to offer a combined 2,040,691 shares of common stock worth about US$478.72 million, alongside an employee stock plan–related tranche, while also preparing to present new clinical data on its Signatera test at the 2025 ASH Annual Meeting. The upcoming lymphoma data for Signatera, including earlier recurrence detection than imaging and use in NCCN-endorsed ctDNA-MRD assessment, may further strengthen its role in hematologic cancer management. We’ll...

Hewlett Packard Enterprise (HPE) has wrapped up FY 2025 with fourth quarter revenue of $9.7 billion, Basic EPS of $0.11, and net income of $146 million, putting a spotlight on how its margins are holding up late in the fiscal year. The company has seen revenue move from $8.5 billion and Basic EPS of $1.02 in Q4 2024 to $9.7 billion and $0.11 in Q4 2025. Over the same period, trailing twelve month EPS has swung from $1.95 to slightly negative, setting up a nuanced debate around the trade off...

Clearwater Analytics Holdings has acquired Enfusion and Beacon, moving beyond its insurance roots to offer a broader cloud-based investment accounting and analytics platform for asset managers and hedge funds, while maintaining a reported 98% gross retention rate and high new-business win rates. By integrating these acquired platforms into a single security master, Clearwater aims to simplify client workflows, improve operating efficiency and enhance its competitive edge in institutional...

Hilton Grand Vacations (HGV) just posted quarterly revenue of about $1.3 billion, essentially flat from last year. However, it landed roughly 5% below Wall Street’s expectations, raising fresh questions about execution. See our latest analysis for Hilton Grand Vacations. The muted revenue print helps explain why the 3 month share price return is down about 10 percent. Even though the year to date share price return is still positive and longer term total shareholder returns remain modest,...

Wondering if Crown Castle is quietly becoming a value play while the market looks elsewhere? This is exactly the kind of setup where a closer look at valuation can pay off. The stock has been under pressure, with shares at around $89.28 and returns of -2.2% over the last week and -7.4% over the past year. This often signals shifting views on both growth prospects and risk. Recently, investors have been focused on Crown Castle's strategic moves around its tower and fiber assets, including...

Industrial and Commercial Bank of China (SEHK:1398) just firmed up its 2025 interim profit distribution plan, locking in a cash dividend that clarifies near term yield, ex dividend timing and payout logistics for investors. See our latest analysis for Industrial and Commercial Bank of China. The dividend clarity comes on the back of a strong run, with Industrial and Commercial Bank of China’s share price up 30.5% year to date and supported by a 44.9% one year total shareholder return. This...

If you are wondering whether Morgan Stanley at $176.51 is still good value after such a strong run, you are not alone. That is exactly what we will unpack here. The stock has climbed 4.0% over the last week, 6.9% in the past month, and an impressive 41.5% year to date, adding to gains of 39.6% over 1 year, 118.3% over 3 years, and 227.0% over 5 years. Those moves have come as investors focus on big picture themes like the evolving interest rate backdrop and expectations for deal making,...

Ulta Beauty (ULTA) just turned in another busy quarter, with Q3 2026 revenue of about $2.9 billion, basic EPS of $5.16, and net income of $230.9 million. This sets the stage for investors to recheck the trajectory of its beauty retail engine. The company has seen quarterly revenue move from $2.53 billion in Q3 2025 to $2.86 billion in Q3 2026 alongside EPS holding in the mid single digits. Trailing 12 month revenue has climbed to roughly $12.0 billion and EPS to $26.25, giving investors a...

If you are wondering whether DigitalBridge Group is still a smart way to play digital infrastructure, you are not alone. This stock has been catching more eyes lately as investors reassess what fair value really looks like. After a sharp 45.4% jump over the last 7 days and a 21.0% gain over the past month, the stock is now up 27.3% year to date. However, its 5 year return of 24.9% still tells a more cautious story. Recent attention has centered on DigitalBridge's ongoing pivot toward being a...

Smith & Wesson Brands (SWBI) has just posted a mixed Q2 2026 print, with revenue of about $124.7 million translating into basic EPS of roughly $0.04 on net income of $1.9 million. This sets a cautious tone around profitability. The company has seen quarterly revenue move from roughly $129.7 million in Q2 2025 to $124.7 million this quarter, while EPS has swung from $0.09 a year ago to a small profit after a loss of about $0.08 in Q1 2026, leaving investors watching whether margins can rebuild...

Renewed focus on SSR Mining amid Turkish mine reopening speculation SSR Mining (TSX:SSRM) is back in focus as traders weigh the potential reopening of its Turkish mine, previously hit by a dam collapse, in the context of a more favourable gold price environment and improving production visibility. See our latest analysis for SSR Mining. That backdrop helps explain why, despite a choppy recent stretch including a 1 week share price return of minus 11.1%, SSR Mining still boasts a powerful year...

RingCentral recently reported third-quarter 2025 results that exceeded consensus expectations, with non-GAAP earnings and revenues lifted by strong subscription demand and a broad communications product suite. The company also issued guidance calling for continued revenue and subscription expansion alongside defined margin and earnings ranges, highlighting management’s confidence even as analyst estimate trends have softened. Next, we’ll examine how this earnings beat and upbeat guidance...

Wondering if CarGurus is quietly becoming a bargain, or if the easy money has already been made? Let us unpack what the current share price is really implying about its future. CarGurus has crept up 1.6% over the last week and 5.2% over the last month, yet it is still roughly flat year to date at 0.3%. Zooming out, the stock is down 6.6% over the last year but up 177.0% over three years and 26.0% over five years, which says a lot about how sentiment and expectations have swung. Behind these...

EHang Holdings (NasdaqGM:EH) just checked two big boxes for investors, showcasing a successful pilotless EH216-S passenger flight in Bangkok while reaffirming its 2025 revenue outlook. This tightened the link between technology milestones and future cash flows. See our latest analysis for EHang Holdings. The Bangkok milestone lands after a tougher stretch for the stock, with a 30 day share price return of minus 13.17 percent and year to date share price return of minus 8.30 percent. At the...

Wondering if Appian at around $40.96 is a hidden opportunity or a value trap? You are not alone, and this article is going to unpack exactly what you are paying for today. After a choppy few years, the stock has climbed 1.4% over the last week, 39.7% over the past month, and 23.4% year to date, even though the 5 year return still sits at a steep -73.2%. Recent interest around low code and automation platforms has put Appian back on some investors radar, especially as enterprises look for...

A deadly fire that previously ripped through seven high-rise towers in Hong Kong is expected to trigger a surge in insurance claims, with China Taiping Insurance (Hong Kong) reportedly exposed to more than US$200 million through coverage of the apartment complex and its renovation contractor. Fitch Ratings has indicated the incident is likely to temporarily lift the insurer’s combined ratio and modestly erode capital, but without jeopardizing its current credit rating. With this backdrop,...

Graphic Packaging Holding (GPK) has slid about 26% over the past 3 months and more than 40% year to date, prompting investors to revisit whether the current share price still matches its fundamentals. See our latest analysis for Graphic Packaging Holding. That slide has unwound most of Graphic Packaging Holding’s five year gains, with the steep year to date share price decline outpacing its three year total shareholder return drop and signaling momentum that is clearly fading despite modest...

Samsara (IOT) just posted Q3 2026 numbers with revenue of $416 million and Basic EPS of $0.01, marking a rare quarter in the black with net income of about $7.8 million. The company has seen revenue move from $300 million in Q2 2025 to $416 million in Q3 2026, while quarterly EPS shifted from a loss of about $0.09 to a modest profit as losses narrowed over time, and that margin progress is now front and center for investors dissecting this print. See our full analysis for Samsara. With the...

Boise Cascade recently announced that long-time CEO Nate Jorgensen will retire on March 2, 2026, with current COO Jeff Strom stepping into the chief executive role the following day while Jorgensen remains on the board and the company leaves the COO position vacant. This carefully staged leadership transition, alongside Strom’s deep experience in Boise Cascade’s building materials distribution business, signals a continued emphasis on operational execution and distribution efficiency at the...

In the recent past, Intuitive Surgical reported a strong quarter with procedure growth beating expectations, slightly raised full-year procedure guidance, and robust U.S. system placements, while management flagged a tougher European capital expenditure backdrop and more cautious margin guidance. An interesting angle is how this combination of outperformance on surgical volumes alongside management’s conservative tone on margins and European demand creates a more nuanced picture of the...

In recent months, asset manager VR Advisory Services accumulated over 1.2 million Core Scientific shares as the company reported stronger high-density colocation and AI infrastructure results alongside improved gross profit. This combination of institutional buying, analyst optimism and insider purchases highlights growing investor interest in Core Scientific’s shift away from volatile digital asset mining toward more data-center-like revenue streams. Next, we’ll examine how this...