NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Does Board Refresh and Leveraged ETF Launch Around Grab (GRAB) Change Its Bull Case?

Grab Holdings Ltd. recently refreshed its board, appointing former Madison Square Garden Entertainment and Bumble legal chief Laura Franco as an independent director while reassigning committee roles and accepting the retirement of long-serving director Ng Shin Ein. At the same time, new single-stock leveraged ETFs tied to Grab and upbeat analyst commentary on its fintech arm have drawn fresh attention to how governance, financial services expansion, and investor sentiment may shape the...
NYSE:FIX
NYSE:FIXConstruction

How S&P 500 Inclusion and Backlog Momentum Could Impact Comfort Systems USA (FIX) Investors

Comfort Systems USA recently presented at the Sidoti Year End Virtual Investor Conference and has been selected to join the S&P 500 index on December 22, 2025, replacing LKQ, Solstice Advanced Materials, and Mohawk Industries. This combination of index inclusion and a company message centered on backlog strength, margin expansion, and technology-focused projects is reshaping how investors view its long-term positioning. Next, we will examine how Comfort Systems USA’s upcoming addition to the...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Is It Too Late To Consider Bel Fuse After Its 967% Five Year Surge?

If you have been wondering whether Bel Fuse is still good value after its huge run, you are not alone. This is one of those stocks where the price chart raises as many questions as it answers. Bel Fuse has climbed 4.1% over the last week, 15.0% over the past month, and an eye catching 70.4% year to date, with a staggering 333.4% gain over 3 years and 967.0% over 5 years reshaping how the market views its potential. Part of this momentum reflects growing attention on niche hardware and power...
NYSE:RH
NYSE:RHSpecialty Retail

RH (RH) Q3 2026: Margin Rebound Reinforces Bullish Earnings Recovery Narrative

RH (RH) has just posted its Q3 2026 numbers, with revenue at $883.8 million and basic EPS of $1.93, giving investors another data point in its ongoing earnings recovery story. The company has seen revenue move from $811.7 million in Q3 2025 to $883.8 million in Q3 2026, while basic EPS has shifted from $1.79 to $1.93 over the same period, alongside a trailing net margin that has stepped up from 2.2% to 3.2%. Taken together, the latest quarter points to a business that is squeezing more profit...
NYSE:HL
NYSE:HLMetals and Mining

Hecla Mining (HL): Revisiting Valuation After S&P MidCap 400 Addition and High-Grade Nevada Gold Discovery

Hecla Mining (HL) has jumped onto traders’ screens after two catalysts hit at once: upcoming inclusion in the S&P MidCap 400 Index and a new high grade gold discovery at its Nevada Midas property. See our latest analysis for Hecla Mining. Those twin catalysts land on top of an already powerful run, with Hecla’s share price up 21.12 percent over 30 days and posting a standout 257.60 percent year to date share price return. Longer term total shareholder returns above 200 percent suggest...
BIT:LDO
BIT:LDOAerospace & Defense

Does Thai Battle Management Deal Mark a Strategic Shift for Leonardo (BIT:LDO) in C4/C5 Systems?

In recent days, Leonardo DRS, a subsidiary of Leonardo, signed a contract with Chaiseri Defense Systems to supply an advanced Battle Management System to the Royal Thai Army, deepening its role in Thailand’s defense modernization. This deal underlines Leonardo’s push into higher-value C4 and C5 defense technologies and reflects growing international recognition from industry partners and analysts. Next, we’ll examine how this new Battle Management System contract with the Royal Thai Army...
NYSE:PPL
NYSE:PPLElectric Utilities

Is PPL Still Attractive After Recent Share Pullback and Mixed Valuation Signals?

Wondering if PPL at around $33.99 is quietly becoming a value opportunity, or if the easy money has already been made? You are not alone, as many investors are asking the same question. Over the last week the stock has inched up 0.4%, but that comes after a 7.8% slide over 30 days that still leaves it up 5.6% year to date and 8.7% over the past year, with longer term gains of 29.4% over 3 years and 52.9% over 5 years. These swings have come as investors reassess regulated utilities like PPL...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Is Roku’s Surge in 2025 Still Justified After Advertising and Partnership Momentum?

If you have ever wondered whether Roku is still a bargain or if most of the upside is already priced in, this breakdown is for you. After a bumpy few years, Roku shares are up 7.4% over the last week, 7.5% over the last month, 44.3% year to date, and 29.5% over the last year, even though the 5-year return is still down 68.5% from earlier peaks. Recently, investors have been digesting a mix of headlines around Roku's advertising momentum and its expanding content and distribution...
NYSE:HD
NYSE:HDSpecialty Retail

Home Depot (HD) Valuation Check After Recent Share Price Pullback

Why Home Depot Stock Is Back on Watch Home Depot (HD) has slipped about 11% over the past year and roughly 15% in the past 3 months, putting the stock back on many investors watchlists as housing and renovation trends evolve. See our latest analysis for Home Depot. Despite a steady 3 year total shareholder return of just over 20%, sentiment has cooled lately, with a roughly 15% 3 month share price pullback to about $359, as investors reassess housing demand and big ticket renovation spend. If...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck Still Attractive After Oncology Wins and Strong 5 Year Share Performance in 2025

If you are wondering whether Merck at around $100 a share is still a smart buy, or if most of the upside has already been priced in, you are in the right place. Merck’s share price has nudged up about 0.6% over the last week and 9.7% in the past month, but that still only translates to roughly 1.1% year to date and 2.0% over the last year, after a stronger 53.7% run over five years. Recent headlines have centered on Merck’s expanding oncology and vaccine franchises, with regulators...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) valuation: assessing the stock after the $220 million US jury verdict

A US jury has hit Michelin North America, part of Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML), with a $220 million verdict over a fatal tire failure, sharpening investor focus on legal and reputational risk. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. The verdict lands after a choppy spell for Michelin, with the latest share price at $28.05 and a year to date share price return...
BIT:RACE
BIT:RACEAuto

Is Ferrari’s Recent Share Price Slide Creating a Compelling Long Term Opportunity?

If you have been wondering whether Ferrari is starting to look like a bargain after its slide, you are not alone. Let us unpack what the recent price action really means for long term, value focused investors. The share price has pulled back sharply, down about 8% over the last week, 15.1% over the past month, and 23.5% year to date, even though it is still up 54.9% over three years and 75.8% over five. This profile suggests a re rating rather than a broken story. Recent headlines have...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Is Warner Bros. Discovery Still Attractive After a 181% 2025 Rally?

If you are wondering whether Warner Bros. Discovery is still a value play after its big run up, or if you might be late to the party, this breakdown will help you decide whether the current price really makes sense. The stock has surged recently, climbing about 15.0% over the last week, 35.4% over the past month, and an eye catching 181.2% year to date. A 148.4% gain over the last year and 202.5% over three years has reshaped how the market views its potential. These moves have been driven...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini’s Valuation After AI Consulting Push and 9.4% Share Price Rise

If you are wondering whether Capgemini at around €147.60 is a bargain hiding in plain sight or a stock that has already had its moment, you are not alone. Over the last month the share price has climbed 9.4%, including a 2.1% gain in the past week, even though it is still down 5.8% year to date and about 3.2% over the last year. Recent headlines have focused on Capgemini doubling down on AI driven consulting and cloud transformation deals, alongside expanding partnerships with hyperscalers...
TSE:5020
TSE:5020Oil and Gas

Does ENEOS’s Gulf Coast Methanol Bunkering Push Reshape The Bull Case For ENEOS (TSE:5020)?

Earlier this year, American Bureau of Shipping, ENEOS Corporation, Nippon Yusen Kabushiki Kaisha, and SEACOR Holdings began a joint study to build a commercial-scale methanol bunkering and supply chain network along the U.S. Gulf Coast, aiming for the country’s first ship-to-ship methanol bunkering operations. The initiative highlights ENEOS’s push into low-carbon marine fuels, with the company taking the lead on procuring and marketing low-carbon methanol to support cleaner international...
NYSE:CAT
NYSE:CATMachinery

Is It Too Late To Consider Caterpillar After Its 66% Surge In 2025?

If you are wondering whether Caterpillar's stock still offers value after such a big run, you are not alone, and this breakdown aims to cut through the noise. Despite slipping 0.9% over the last week, the stock is still up 4.3% over the past month, 66.2% year to date, and an impressive 263.4% over five years. This naturally raises questions about how much upside is left versus how much risk has been priced out. Recently, investors have been reacting to a mix of macro themes, from ongoing US...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Does Synopsys Still Offer Value After Its Recent AI Driven Share Price Surge?

Wondering if Synopsys at around $452 a share is still a smart buy or if the easy money has already been made? Let us unpack what the current market price may be missing about its long term value. The stock has slipped about 3% over the last week, but that comes after a strong 15% run in the past month, leaving shares still down 6.2% year to date and 10.9% over the last year while longer term holders sit on gains of 37.6% over 3 years and 77.6% over 5 years. Recent headlines around Synopsys...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM): Rechecking Valuation After Strong Q3 Beat, Raised 2026 Guidance and Growing Agentforce AI Adoption

Salesforce (CRM) just delivered an upside Q3, raised its fiscal 2026 revenue outlook, and backed that up with big Agentforce wins at the U.S. Department of Transportation and DeVry University, which is why the stock has investors leaning in. See our latest analysis for Salesforce. Even with the latest Agentforce wins and upgraded guidance, Salesforce’s 30 day share price return of 6.6% sits against a much weaker year to date share price performance. However, the three year total shareholder...
NYSE:SUN
NYSE:SUNOil and Gas

Is Sunoco’s Return as Ganassi’s INDYCAR Partner Reshaping the Investment Case For Sunoco (SUN)?

Sunoco has agreed a multi-year deal to return as a full-time primary partner in the NTT INDYCAR SERIES with Chip Ganassi Racing’s No. 8 Honda, driven by Kyffin Simpson, beginning in 2026, marking its first full-season primary partnership in the series since 1973. This renewed presence in top-tier open-wheel racing, alongside one of INDYCAR’s most successful teams, underscores Sunoco’s push to amplify its motorsports brand and highlight its high-performance fuel capabilities across more than...
NYSE:BKE
NYSE:BKESpecialty Retail

How Buckle’s US$3 Special Dividend And Quarterly Payout At Buckle (BKE) Has Changed Its Investment Story

In December 2025, The Buckle, Inc. announced that its board approved a US$3.00 per share special cash dividend alongside a US$0.35 regular quarterly dividend, both payable on January 29, 2026 to shareholders of record as of January 15, 2026. This combination of a sizable one-time payout and continued regular dividends highlights Buckle’s willingness to return excess cash to shareholders while maintaining its ongoing income stream. We’ll now look at how this large special dividend, alongside...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

How Nasdaq-100 Inclusion and Notable Insider Moves Will Impact Insmed (INSM) Investors

Insmed was recently added to the Nasdaq-100 Index and has seen continued accumulation by prominent institutional investor Stanley Druckenmiller, while Director Sharoky Melvin MD sold 20,000 shares for US$4,100,000 on 5 December 2025. This combination of index inclusion and visible institutional positioning has brought fresh attention to Insmed’s growing pulmonary-focused biopharma franchise and revenue profile. We’ll now examine how Insmed’s addition to the Nasdaq-100 could influence its...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Valuation Check After OpenAI AI Campus and GPU Supercluster Agreement

NEXTDC (ASX:NXT) just stepped into the global AI spotlight, signing a Memorandum of Understanding with OpenAI to co develop a next generation hyperscale AI campus and GPU supercluster in Sydney. See our latest analysis for NEXTDC. The announcement lands after a choppy stretch, with a 90 day share price return of minus 22 percent and a 1 year total shareholder return of minus 12.44 percent. However, a strong 3 year total shareholder return above 50 percent hints that long term momentum is...
NasdaqCM:IMPP
NasdaqCM:IMPPOil and Gas

Imperial Petroleum (IMPP) Q3: 93.8% Net Margin Strengthens Bullish Profitability Narrative

Imperial Petroleum (IMPP) has just posted Q3 2025 results, with revenue of about $41.4 million and basic EPS of $0.33, keeping both the top and bottom line firmly in focus for investors tracking the story. The company has seen revenue move from roughly $33.0 million in Q3 2024 to $41.4 million this quarter, while basic EPS shifted from $0.29 to $0.33 over the same period, giving a clear sense of how the income statement has evolved year on year. With a trailing twelve month net profit margin...
NasdaqGS:ATLC
NasdaqGS:ATLCConsumer Finance

Is Atlanticus Still Attractive After 10% Weekly Jump and Strong Multi Year Gains?

Wondering if Atlanticus Holdings at around $65.96 is still a smart buy, or if the big gains are already behind it? This breakdown will help you decide whether the current price makes sense or is quietly offering value. The stock has jumped 10.6% over the last week and 25.8% in the past month, adding to a hefty 184.9% gain over 3 years and 151.5% over 5 years, which naturally raises questions about how much upside is left versus the risk of a pullback. Recent attention around Atlanticus has...