NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Match Group (MTCH): Revisiting Valuation After Board Refresh and Governance Changes

Match Group (MTCH) just added seasoned e commerce leader Darrell Cavens to its board and moved to declassify that board, a governance shift that could subtly reshape how investors think about the stock. See our latest analysis for Match Group. The upbeat reaction around the board refresh fits with Match Group’s recent trading pattern, with a 1 month share price return of 4.01 percent but a weaker 3 year total shareholder return of negative 18.93 percent. This suggests that near term momentum...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Illumina (ILMN): Reassessing Valuation After Recent Share Price Momentum From a Low Base

Illumina (ILMN) shares have quietly shifted higher over the past month, and that small move sits against a much tougher backdrop when you zoom out to the past year and beyond. See our latest analysis for Illumina. That recent 30 day share price return of 5.33 percent, and a strong 90 day share price return of 30.35 percent, stands in contrast to a still negative 1 year total shareholder return of 8.6 percent. This suggests momentum is rebuilding from a low base. If Illumina has put your radar...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group (KNSL): Evaluating Valuation After Strong Results and Expansion Contrast With a New Yearly Low

Kinsale Capital Group (KNSL) just hit a fresh 52 week low even as it beat expectations on its latest quarterly results and wrapped up a headquarters expansion, a mix that has investors reassessing the story. See our latest analysis for Kinsale Capital Group. The fresh 52 week low caps a tough stretch, with the 1 year total shareholder return down sharply even as the 3 and 5 year total shareholder returns remain solid. This is a sign that momentum has faded while the long term story is still...
ASX:REA
ASX:REAInteractive Media and Services

Does REA Group’s AI and Data Push With OpenAI, Neighbourlytics and Ray White Reshape the Bull Case (ASX:REA)?

In recent months, REA Group has partnered with OpenAI, launched its realAssist AI companion and expanded natural-language search on realestate.com.au, while also acquiring Neighbourlytics and signing a network-wide data and Pro tools deal with Ray White. Together, these moves show REA Group intensifying its push to turn rich property, community and agent data into differentiated AI-powered services across the real estate ecosystem. We’ll now examine how REA Group’s OpenAI-powered realAssist...
NasdaqGM:RNA
NasdaqGM:RNABiotechs

Assessing Avidity Biosciences After Its 556.6% Surge and Bullish RNA Therapy Updates

Wondering if Avidity Biosciences is still a smart buy after its huge run, or if most of the upside is already priced in? Here is a look at what the numbers suggest about value from here. The stock has cooled slightly in the last week, slipping about 0.1%, but it is still up 2.6% over the past month, 129.7% year to date, and 556.6% over 3 years, which indicates the market has rapidly rewritten its expectations. That surge in optimism has been driven largely by excitement around Avidity's...
NYSE:SN
NYSE:SNConsumer Durables

Is SharkNinja Still Attractively Priced After Its Strong 2025 Share Price Rally?

If you are wondering whether SharkNinja is still attractively priced after its big run, or if it is starting to look overheated, this article will walk through what the numbers suggest about its current value. The stock has climbed to around $108.34, with returns of 11.0% over the last week, 25.4% over the last month, and 11.6% year to date. That naturally raises the question of whether the market is now pricing in too much optimism. Recent coverage has highlighted SharkNinja's momentum as a...
NYSE:HY
NYSE:HYMachinery

Is Hyster-Yale (HY) Using Dividends And Aftermarket Focus To Quietly Rewire Its Margin Story?

Hyster-Yale recently reported its latest quarterly results and declared a dividend, underscoring its ongoing role manufacturing and servicing lift trucks and components worldwide. The company’s emphasis on aftermarket services and operational performance highlights how it is trying to deepen recurring revenue streams within the industrial equipment sector. Next, we’ll examine how the quarterly earnings and dividend announcement interact with Hyster-Yale’s margin-improvement investment...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Cooper Companies (COO) Margin Decline Tests Bullish 21% Earnings Growth Narrative

Cooper Companies (COO) just wrapped up FY 2025 with fourth quarter revenue of $1.1 billion and basic EPS of $0.43, capping a trailing twelve month run of $4.1 billion in revenue and $1.87 in EPS that investors will be dissecting closely. The company has seen revenue move from $3.9 billion and EPS of $1.97 over the twelve months to Q4 2024 to $4.1 billion and EPS of $1.87 over the latest twelve month period, setting a nuanced backdrop for how the current year’s performance fits into its longer...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Does Morningstar’s Overhauled Medalist Ratings Methodology Change The Bull Case For Morningstar (MORN)?

Morningstar, Inc. has announced significant global updates to its forward-looking Morningstar Medalist Rating for managed investments, scheduled to go live in April 2026, including greater transparency into inputs, a new explicit Price Score, and fixed rating thresholds. A particularly distinctive change is the tenure-weighted “Fund Manager Successful Experience” metric, which tracks managers’ month-by-month excess returns versus category indexes over the past decade. Next, we’ll explore how...
NYSE:BKD
NYSE:BKDHealthcare

Brookdale Senior Living (BKD): Revisiting Valuation After a Sharp Multi‑Year Share Price Rebound

Brookdale Senior Living (BKD) has quietly turned into one of the market’s better comeback stories, with the stock climbing sharply this year as investors reassess both its balance sheet progress and senior housing demand trends. See our latest analysis for Brookdale Senior Living. That backdrop helps explain why investors have largely looked past recent volatility. A strong 30 day share price return of 16.29 percent and a powerful 3 year total shareholder return of 274.31 percent suggest...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Stronger Q3 Beat And Raised 2025 Outlook Could Be A Game Changer For Qualys (QLYS)

Qualys recently reported past third-quarter 2025 results that topped expectations, with revenue growing 10% year over year and full-year 2025 revenue and earnings guidance raised, alongside initial fourth-quarter guidance calling for continued growth. This stronger operational performance, combined with upbeat guidance, signals management’s confidence in demand for Qualys’ cloud-based security platform and its subscription-driven business model. We’ll now examine how Qualys’...
NYSE:RBRK
NYSE:RBRKSoftware

Rubrik (RBRK) Q3: Rapid Revenue Growth Tests Bearish Profitability Narrative

Rubrik (RBRK) just posted its Q3 2026 scorecard, with quarterly revenue at about $309.9 million and basic EPS of roughly -$0.49, while trailing twelve month revenue sits near $1.1 billion against basic EPS of about -$2.34. The company has seen revenue move from $187.3 million and basic EPS of -$11.48 in early 2025 to $309.9 million and -$0.49 in the latest quarter, and about $679.5 million and -$16.19 on a trailing basis in early 2025 to $1.1 billion and -$2.34 today. This sets up a story of...
TSX:ATD
TSX:ATDConsumer Retailing

How Alimentation Couche-Tard’s Earnings Beat, Dividend Hike, and Buyback Will Impact (TSX:ATD) Investors

In November 2025, Alimentation Couche-Tard reported higher quarterly net income of US$740.6 million and earnings per share of US$0.79, lifted its quarterly dividend to C$0.215, and completed a C$1.19 billion buyback of 22,700,000 shares representing 2.39% of its float. Together, rising profits, a 10.3% dividend increase, and meaningful share repurchases highlight management’s emphasis on returning capital to shareholders while signaling confidence in the business. Next, we’ll examine how...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Q4 Profit Surge Tests Bullish Margin-Rebuild Narrative

Azenta (AZTA) has just posted its FY 2025 Q4 numbers, with revenue at about $159 million and Basic EPS of roughly $1.11, capping off a year in which trailing twelve month revenue came in around $594 million and EPS reached about $0.52. The company has seen quarterly revenue move from about $170 million in Q4 FY 2024 to $159 million in Q4 FY 2025 while quarterly EPS swung from roughly negative $0.10 to $1.11. This sets up a story where margin direction and the sustainability of this earnings...
TSE:4523
TSE:4523Pharmaceuticals

Assessing Eisai’s Valuation After Recent Gains and Alzheimer’s Treatment Milestones

If you are wondering whether Eisai is quietly turning into a value opportunity or still a value trap after a tough few years, this article will walk you through what the current share price is really baking in. Despite a painful longer term slide of about 46.9% over three years and 30.5% over five years, the stock is up 7.5% over the last month, 6.8% year to date and 8.3% over the past year, even after a recent 4.7% pullback in the last week. Recent sentiment around Eisai has been shaped by...
NYSE:ECG
NYSE:ECGConstruction

Is Everus Construction Group’s 2025 Valuation Justified After Its Strong 32.4% Rally?

If you are wondering whether Everus Construction Group is still a smart place to put fresh money to work, you are not alone. This stock has quickly become one value hunters are watching closely. After climbing an impressive 32.4% year to date and 33.7% over the last year, the share price has cooled slightly in the last month with a 1.6% pullback and is roughly flat over the past week at around $91.75. Recent moves have been driven less by headlines grabbing the front page and more by a...
NYSE:DECK
NYSE:DECKLuxury

Can Deckers (DECK) Pair Rapid Global Growth With Aggressive Buybacks Without Diluting Its Edge?

Earlier this year, Deckers Outdoor highlighted that its UGG and HOKA brands were expanding internationally, with overseas sales growing 38% year over year, while management kept guidance conservative and absorbed tariffs. At the same time, the company authorized a very large US$2.20 billion share repurchase program, signaling confidence in its long-term brand strength and capital allocation approach. We’ll now examine how this combination of rapid international growth and aggressive buybacks...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Reassessing Blackstone Mortgage Trust (BXMT) Valuation After Its Earnings Miss and Ongoing Dividend Strength

Blackstone Mortgage Trust (BXMT) is back in focus after third quarter earnings came in light, with earnings per share at $0.24 versus expectations for $0.36, prompting investors to reassess the income story. See our latest analysis for Blackstone Mortgage Trust. The earnings miss has taken some of the shine off Blackstone Mortgage Trust’s earlier rebound, with a 7.93% 1 month share price return cooling into a slightly negative 3 month move, even as the 1 year total shareholder return of...
TSX:STN
TSX:STNConstruction

Stantec (TSX:STN) Valuation After Major €27.7m European Commission Sustainable Energy Contract Win

Stantec (TSX:STN) just landed a major win in Europe, securing the second phase of the European Commission’s Global Technical Assistance Facility for Sustainable Energy, a multiyear contract worth roughly €27.7 million. See our latest analysis for Stantec. Despite the recent pullback, with a 1 month share price return of negative 15.62 percent, Stantec’s year to date share price return of 16.3 percent and 5 year total shareholder return of 231.28 percent suggest long term momentum is still...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Is Ally Financial’s Valuation Still Attractive After Its Strong 2025 Share Price Rally?

Wondering if Ally Financial is still a smart buy at today’s price, or if most of the easy gains are already gone? This breakdown will help you decide whether the current market value really makes sense. The stock has been grinding higher, with the share price at $42.39 after rising 2.6% over the last week, 6.1% over the last month, and 18.5% year to date, building on strong multi year returns. Recent headlines have focused on Ally’s push deeper into digital banking and auto finance, along...