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...
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...
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...
NYSE:WLY
NYSE:WLYMedia

John Wiley & Sons (WLY): Reassessing Valuation After Earnings Beat, Research Strength and Learning Segment Weakness

John Wiley & Sons (WLY) just delivered a mixed but interesting quarter, with earnings beating expectations even as revenue slipped, thanks to strong Research growth, rising AI licensing, and ongoing weakness in its Learning business. See our latest analysis for John Wiley & Sons. The latest earnings beat and upbeat AI commentary have not yet swayed investors. The share price is down roughly 25% year to date, and the 1 year total shareholder return is also firmly negative. This suggests...
NYSE:BBW
NYSE:BBWSpecialty Retail

Is Build-A-Bear’s (BBW) Hello Kitty Expansion Sharpening Its Experiential Retail Edge Or Stretching It?

In early December 2025, Build-A-Bear Workshop and Sanrio announced plans to expand their Build-A-Bear x Hello Kitty and Friends Workshop concept nationwide, adding new locations at American Dream in New Jersey and Mall of America in Minnesota in early 2026, while also updating investors on completed share repurchases and reaffirming 2025 earnings guidance. The decision to roll out this experience to two of the highest-traffic retail destinations in the United States highlights how...
NYSE:FVRR
NYSE:FVRRProfessional Services

Upward Earnings Revisions Could Be A Game Changer For Fiverr International (FVRR)

In recent days, Fiverr International has attracted increased attention after analysts collectively raised their earnings estimates and assigned the company a top-tier rating based on revised profit expectations. This shift in analyst sentiment highlights how rising confidence in Fiverr’s earnings power, rather than new product announcements, is shaping market interest. We’ll now examine how this wave of upward earnings revisions may reshape Fiverr’s investment narrative and expectations...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Did FDA’s TransCon CNP Review Delay Just Shift Ascendis Pharma’s (ASND) Investment Narrative?

In November 2025, Ascendis Pharma A/S disclosed that the FDA deemed its November 5 submission for TransCon CNP (navepegritide) in children with achondroplasia a major amendment, extending the PDUFA target action date by three months to February 28, 2026. This extension introduces additional regulatory review and timing uncertainty for a key pipeline asset that analysts had viewed as an important future growth driver. We’ll now examine how the extended PDUFA review for TransCon CNP reshapes...
NasdaqCM:SSII
NasdaqCM:SSIIMedical Equipment

Is SSII’s Budget-Friendly Surgical Robot Rerouting Its Long-Term Competitive Trajectory in Medtech?

SS Innovations International recently reported rapid growth in installations and procedures for its SSi Mantra 3 surgical robotic system, driven by its design features and affordability compared with existing options. Management highlighted that the system’s unique configuration and lower cost are helping it win surgeon adoption in procedures traditionally dominated by higher-priced robotic platforms. We’ll now examine how this expanding demand for the SSi Mantra 3 could shape SS Innovations...
NYSE:YETI
NYSE:YETILeisure

YETI (YETI): Has the EPS Growth Story Pushed the Stock Beyond Its True Value?

YETI Holdings (YETI) just saw its share price jump roughly 25% after a year in which earnings actually fell 17%, a move powered by investors leaning into upbeat multi year earnings growth forecasts. See our latest analysis for YETI Holdings. That jump sits on top of a strong recent run, with the 1 month share price return of 19.51% and 90 day share price return of 21.52% contrasting with a much more modest 1 year total shareholder return of 2.17%. This suggests momentum has only really picked...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Reassessing CoStar Group (CSGP) Valuation After Recent Share Price Weakness

CoStar Group (CSGP) has slipped over the past few months, even as its revenue and earnings continue to grow at a healthy clip. That disconnect between share performance and fundamentals is what makes the stock interesting today. See our latest analysis for CoStar Group. Despite a recent pullback, including a roughly 22.8% 3 month share price return that has weighed on sentiment, CoStar's longer term total shareholder returns remain negative. This signals that investor enthusiasm has cooled...
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

How Investors Are Reacting To Catalyst Pharmaceuticals (CPRX) Upgraded 2025 Sales Outlook And Easing Short Interest

In the past week, Catalyst Pharmaceuticals reported stronger-than-expected third-quarter results, with Firdapse and Agamree driving revenue outperformance and prompting the company to lift its full-year 2025 sales guidance across several products. An interesting angle for investors is that this fundamental improvement coincides with a recent reduction in short interest as a share of float, suggesting shifting sentiment among bearish traders. Now, we’ll examine how the upgraded 2025 sales...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Is Rumble (RUM) Betting Its Future on Influencer Fights to Power Subscription Growth?

Rumble announced that the epic "MF Mania - The Fight Before Christmas," a Misfits Boxing match between Andrew Tate and Chase DeMoor held in Dubai on December 20, 2025, was livestreamed exclusively on Rumble Premium, requiring viewers to purchase an annual subscription for access. This exclusive fight highlighted Rumble’s push to use high-profile influencer sports content to drive adoption of its ad-free subscription and creator tools ecosystem. We’ll now explore how securing exclusive rights...