NYSE:DQ
NYSE:DQSemiconductor

Daqo New Energy (DQ) Is Up 6.7% After Expanding Polysilicon Capacity And Efficiency Focus - Has The Bull Case Changed?

Daqo New Energy recently expanded its polysilicon production capacity and integrated systems to enhance output quality and cost efficiency, supporting global photovoltaic supply chains. This push to scale high-purity polysilicon production underscores Daqo’s effort to align its operations with rising global solar manufacturing demand. Next, we’ll examine how Daqo’s expanded polysilicon capacity and efficiency focus may influence the company’s existing investment narrative. The best AI stocks...
NasdaqCM:GNSS
NasdaqCM:GNSSCommunications

Genasys (GNSS) Q3: Deeper $6.5M Loss on $9.9M Revenue Reinforces Bearish Narratives

Genasys (GNSS) just posted its FY 2025 third quarter numbers, with revenue of about $9.9 million and a basic EPS loss of roughly $0.14, setting the stage for another closely watched update on its path toward profitability. The company has seen quarterly revenue move from about $5.7 million in Q2 FY 2024 to $6.7 million in Q4 FY 2024 and then to the current $9.9 million print in Q3 FY 2025. Over the same stretch, basic EPS has ranged from a $0.26 loss to the latest $0.14 loss, keeping margins...
NasdaqGS:ICLR
NasdaqGS:ICLRLife Sciences

How Investors May Respond To ICON (ICLR) Surveying AI‑Driven R&D Resilience And Bottlenecks In Biotech

In early December 2025, ICON plc released findings from two extensive biotech sector surveys and a separate clinical trial site survey, revealing resilient global R&D activity, rising funding pressures, shifting therapeutic focus areas, and growing reliance on AI and digital technologies to streamline drug development. The research highlights China’s increasing role in biotech innovation, alongside evidence that operational bottlenecks at trial sites and talent shortages in APAC are becoming...
NYSE:PRA
NYSE:PRAInsurance

Assessing ProAssurance’s Valuation After a Strong Multi-Year Share Price Rerating

ProAssurance (PRA) has quietly delivered a strong run for patient investors, with shares up roughly 53% year to date and about 44% over the past year, despite modest revenue contraction. See our latest analysis for ProAssurance. The latest leg of the rally has been more of a steady grind than a spike. The 90 day share price return of 1.26% has consolidated earlier gains as investors reprice ProAssurance for improving profitability, while its five year total shareholder return of 34.97% points...
NYSE:ALIT
NYSE:ALITProfessional Services

Alight (ALIT): Reassessing Valuation After CEO Transition Announcement and Prolonged Share Price Weakness

Alight (ALIT) is back on investors’ radar after announcing that Rohit Verma will take over as CEO in early 2026. This leadership shift could reset expectations around strategy and growth. See our latest analysis for Alight. Despite the CEO news and a supportive analyst backdrop, sentiment has been weak. A steep 90 day share price return of roughly minus 44 percent and a 3 year total shareholder return of about minus 75 percent suggest that momentum has clearly been fading. If this leadership...
NasdaqGS:INDV
NasdaqGS:INDVPharmaceuticals

Indivior (INDV): Assessing Valuation After Strong SUBLOCADE Growth, Raised Guidance and Newtyn’s Big Bet

Newtyn Management’s decision to boost its stake in Indivior (INDV) and make it the fund’s largest holding came right as the company reported a 15% jump in SUBLOCADE sales and raised full year guidance. See our latest analysis for Indivior. Investors have been quick to price in that stronger SUBLOCADE trajectory and cost reset, with the share price delivering a 30 day return of 14.8 percent and a powerful year to date share price return of 183.6 percent. This reinforces a clear, momentum...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology (MCHP) Is Up 6.7% After Raising Q3 FY26 Outlook And Launching New AI‑Focused Chips

Earlier this month, Microchip Technology raised its third-quarter fiscal 2026 guidance to the high end of prior ranges, now expecting roughly 1% sequential net sales growth and projecting GAAP earnings per share of about US$0.02, while also announcing new ultra‑low‑power PAC1711 and PAC1811 digital power monitors aimed at computing, networking, AI/ML and e‑mobility systems. This combination of stronger‑than‑expected near‑term guidance and new energy‑efficient power monitoring products...
NYSE:REZI
NYSE:REZIBuilding

Does Resideo’s Honeywell Home X8S Video Thermostat Launch Change The Bull Case For REZI?

Earlier this month, Resideo Technologies introduced the Honeywell Home X8S smart thermostat, featuring a large touchscreen, live video streaming from compatible doorbells, and an energy-efficiency focus for homeowners in the U.S. and Canada. The launch underscores how Resideo is leaning on Honeywell Home’s brand trust, survey-backed energy savings data, and pro-installer ecosystem to differentiate its newest smart thermostat offering. Next, we’ll examine how this feature-rich X8S launch,...
NasdaqCM:ESOA
NasdaqCM:ESOAEnergy Services

Energy Services of America (ESOA) Margin Collapse Challenges Bullish Growth and Valuation Narratives

Energy Services of America (ESOA) just posted its FY 2025 third quarter numbers, with revenue of about $103.6 million and EPS of roughly $0.13, while trailing twelve month revenue sits near $385.6 million and EPS at about $0.17. The company has seen revenue move from roughly $85.9 million and EPS of about $1.06 in the third quarter of FY 2024 to $103.6 million and $0.13 respectively in the latest quarter, setting up a picture where the headline growth story now runs alongside much thinner...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Ross Stores (ROST) Q3 2026: Margin Slippage Tests Bullish Profitability Narrative

Ross Stores (ROST) has just posted Q3 2026 results with revenue of about $5.6 billion, basic EPS of $1.59 and net income of roughly $512 million, setting the stage for another closely watched update from the off price chain. The company has seen quarterly revenue move from around $5.1 billion in Q3 2025 to $5.6 billion in Q3 2026, while basic EPS stepped up from $1.49 to $1.59 over the same period, giving investors a clearer view of how sales scale is feeding into per share profitability...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy (UEC) Losses Deepen, Testing Bullish Growth Narrative Ahead of Q1 2026 Results

Uranium Energy (UEC) opened Q1 2026 with trailing twelve month revenue of about $66.8 million and a basic EPS of roughly -$0.21, underscoring that the company is still firmly in loss-making territory. Over the past few reported quarters, revenue has swung from $0 to $49.8 million while quarterly EPS has ranged from about -$0.02 to -$0.07, painting a picture of a business that can generate sales but has yet to convert that into consistent profitability or stable margins. See our full analysis...
NasdaqGM:LAKE
NasdaqGM:LAKELuxury

Lakeland Industries (LAKE) Q3: Return to EPS Profit Tests Ongoing Loss-Making Narrative

Lakeland Industries (LAKE) has just posted its latest quarterly scorecard, with Q2 2026 revenue of about $52.5 million and EPS of roughly $0.08 as net income came in at $0.8 million. The company has seen revenue move from around $36.3 million in Q1 2025 to $52.5 million in Q2 2026, while EPS has swung between positive and negative over that stretch, underscoring how choppy profitability has been even as the top line has scaled higher. This leaves investors focused squarely on the staying...
NYSE:SXI
NYSE:SXIMachinery

Evaluating Standex International (SXI) After Analyst Upgrade and Earnings Beat

Analyst Upgrade and Earnings Beat Put Standex International (SXI) in Focus Standex International (SXI) just caught investors attention after a key rating upgrade from hold to buy, following earnings that topped expectations and solid year over year revenue growth. See our latest analysis for Standex International. That upbeat earnings surprise and the fresh upgrade seem to be reinforcing an already strong trend, with a roughly 30 percent year to date share price return and a powerful three...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

How PJM’s 765-kV Transmission Pick Could Reshape Exelon’s (EXC) Grid Role and Investor Outlook

In December 2025, PJM Interconnection recommended Exelon, alongside NextEra Energy Transmission, to develop an approximately 220-mile, 765-kV high-voltage transmission line across Pennsylvania and parts of West Virginia, designed to move about 7 gigawatts of power with roughly half the transmission losses of current 500-kV lines. This project aligns Exelon with a major regional grid upgrade that could reinforce its role in supporting Pennsylvania’s multibillion-dollar power investment plans...
NYSE:TRGP
NYSE:TRGPOil and Gas

Does Stronger Q3 Commodity Sales And Fees Change The Bull Case For Targa Resources (TRGP)?

In early November, Targa Resources reported past Q3 results showing growth in commodity sales and higher midstream service fees, even though earnings did not fully align with analyst expectations. This combination of revenue drivers, alongside analysts maintaining a Strong Buy consensus and projecting higher long-term earnings, has sharpened attention on Targa’s midstream fee resilience and growth potential. We’ll now examine how this stronger Q3 performance in commodity sales and midstream...
NYSE:CLH
NYSE:CLHCommercial Services

Should $110 Million PFAS Filtration Expansion at Pearl Harbor Shift Clean Harbors' (CLH) Investment Narrative?

In December 2025, Clean Harbors, Inc. announced that it had secured US$110 million in contracts over three years to expand its PFAS water filtration work at Joint Base Pearl Harbor-Hickam, where it will now filter about 4.2 million gallons of water per day using regenerative carbon filtration and resin units. This contract win highlights Clean Harbors’ role as a key PFAS mitigation partner to the U.S. military and logistics supplier V2X, reinforcing its position in specialized environmental...
NYSE:DHR
NYSE:DHRLife Sciences

Does Dividend Steadiness And Analyst Optimism Reframe Danaher’s Life Sciences Thesis (DHR)?

Danaher Corporation recently declared a regular quarterly cash dividend of US$0.32 per share, payable on January 30, 2026, to shareholders of record as of December 26, 2025. Alongside this dividend affirmation, fresh positive analyst coverage of Danaher’s role in life sciences tools and bioprocessing has reinforced confidence in its long-term health technology positioning. Now, we’ll explore how renewed analyst optimism around Danaher’s life sciences tools and bioprocessing exposure shapes...
ASX:MIN
ASX:MINMetals and Mining

Mineral Resources (ASX:MIN): Assessing Valuation After Strong Uptrend and Rising Investor Attention

Mineral Resources (ASX:MIN) has just popped up in a fresh ASX uptrend roundup, with its share price strength and technical signals putting it in the same conversation as the larger mining names. See our latest analysis for Mineral Resources. That recent breakout to A$51.63 caps a powerful run, with the 30 day share price return of 16.6 percent and 90 day share price return of 43.8 percent signalling momentum is building, even though the 3 year total shareholder return is still negative. If...
OM:EMBRAC B
OM:EMBRAC BEntertainment

Does Embracer Group’s Coffee Stain Spin-Off Clarify Its Core Strategy Or Complicate It (OM:EMBRAC B)?

Embracer Group’s recent Extraordinary General Meeting approved the past distribution of its subsidiary Coffee Stain Group AB, granting shareholders one Coffee Stain share per Embracer share, with Coffee Stain’s class B shares now trading on Nasdaq First North Premier Growth Market Sweden under ticker COFFEE B. This spin-off reshapes Embracer’s portfolio by separating a key gaming asset, giving investors direct exposure to Coffee Stain while potentially clarifying the value of Embracer’s...
NYSE:EXR
NYSE:EXRSpecialized REITs

Did EXR’s New US$600 Million Storage Platform Just Reframe Extra Space Storage’s Investment Narrative?

In recent months, Extra Space Storage reported stronger-than-expected core FFO but softer revenue and lower net income, while also revising its 2025 outlook with narrower guidance for same-store revenue and NOI growth. At the same time, the company joined forces with Blue Vista Capital Management and UBS's Unified Global Alternatives to launch a US$600 million self-storage investment platform, aligning with early signs that sector rents and occupancy are beginning to firm up. We’ll now...