NYSE:LOB
NYSE:LOBBanks

Live Oak Bancshares (LOB): Valuation Check After New CRO Appointment and $10 Billion Asset Milestone

Live Oak Bancshares (LOB) just passed a key milestone, crossing $10 billion in assets and appointing seasoned risk executive Ewa M. Stasiowska as its dedicated Chief Risk Officer. This move separates the role from general counsel. See our latest analysis for Live Oak Bancshares. The leadership reshuffle and the $10 billion asset milestone come after a choppy stretch, with a 30 day share price return of 5.35% but a 1 year total shareholder return of minus 28.94%, suggesting sentiment is...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Does Appian’s HL7 AI Award Signal Durable Healthcare Workflow Moat For Appian (APPN)?

In November 2025, Appian and Ignyte Group’s “Bring AI to Work(flow)” solution was named a Pioneer in Healthcare Innovation and winner of the HL7 AI Challenge for advancing health data interoperability and ethical AI using the Appian Platform and HL7 FHIR standards. The recognition highlights how Appian’s process automation and data fabric can embed multiple forms of AI directly into clinical and operational workflows, reinforcing its relevance for government agencies and healthcare systems...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Marvell (MRVL) EPS Surge Reinforces Bullish AI Profitability Narrative Despite Valuation Questions

Marvell Technology (MRVL) has turned in a punchy Q3 2026 print, with revenue of about $2.1 billion and basic EPS of $2.22, while net income (excluding extra items) came in at $1.9 billion as the latest marker of its profitability turnaround. The company has seen revenue move from $1.52 billion in Q3 2025 to $2.07 billion in Q3 2026 alongside a swing in net income from a loss of $676.3 million to a $1.9 billion profit, setting up a quarter where margins look materially healthier and far more...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Golar LNG (NasdaqGS:GLNG): Revisiting Valuation After Recent Share Price Weakness

Golar LNG (GLNG) has quietly drifted lower over the past month even as its long term track record and growing earnings suggest a more nuanced story for patient investors. See our latest analysis for Golar LNG. Despite the recent 30 day share price return of negative 7.35 percent and year to date share price return of negative 12.89 percent, Golar LNG is still coming off a powerful three year total shareholder return of 74.18 percent and a five year total shareholder return of 352.61 percent...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Luckin Coffee (OTCPK:LKNC.Y): Revisiting Valuation After a Strong Year and Recent Pullback

Luckin Coffee (OTCPK:LKNC.Y) has been quietly rewarding patient investors, with the stock up roughly 49% over the past year even as it dipped about 10% over the past month. See our latest analysis for Luckin Coffee. That recent pullback in the share price, including a 1 month share price return of around negative 10 percent, sits against a strong backdrop of roughly 49 percent 1 year total shareholder return. This suggests momentum is pausing rather than breaking. If Luckin’s run has you...
NasdaqGS:TIGR
NasdaqGS:TIGRCapital Markets

How UP Fintech’s Q4 Guidance Reveal Will Impact UP Fintech Holding (TIGR) Investors

UP Fintech Holding recently announced it would release its quarterly earnings on December 4, 2025, with analysts estimating earnings per share of US$0.21. The earnings update is especially important because the market is looking for clues on management’s guidance and how it aligns with existing growth expectations. With the earnings release expected to shed light on guidance, we’ll now examine what this could mean for UP Fintech’s investment narrative. These 10 companies survived and thrived...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

Should ACADIA’s Earnings Beat and Conference Highlights Require Action From ACADIA Pharmaceuticals (ACAD) Investors?

ACADIA Pharmaceuticals recently presented at Citi’s Annual Global Healthcare Conference 2025 in Miami, highlighting its progress in central nervous system and rare disease therapies. Stronger-than-expected third-quarter earnings and analyst commentary on Nuplazid and Daybue’s commercial traction have sharpened investor focus on ACADIA’s growth profile. Now we’ll examine how ACADIA’s earnings beat and evolving analyst views may shape the company’s broader investment narrative. The best AI...
NYSE:ITW
NYSE:ITWMachinery

Is Illinois Tool Works Offering Long Term Value After Recent Share Price Stagnation?

If you have ever wondered whether Illinois Tool Works at around $250 a share is quietly turning into a value opportunity or just clinging to a premium price tag, you are exactly who this breakdown is for. The stock is roughly flat year to date, up 0.4% over the last week and 2.8% over the last month, but still down about 7.1% over the past year even after delivering a solid 21.8% gain over 3 years and 35.8% over 5 years. That mixed performance has come as investors weigh ITW's position as a...
NasdaqGM:JANX
NasdaqGM:JANXBiotechs

Janux Therapeutics (JANX) Is Down 50.7% After Positive JANX007 Phase 1 mCRPC Update - What's Changed

Janux Therapeutics recently reported positive updated interim Phase 1 data for its PSMA-directed TRACTr candidate JANX007 in metastatic castration-resistant prostate cancer, based on 109 treated patients as of the October 15, 2025 cutoff, and held a virtual event on December 1 to discuss the results. The update highlights not only progress for JANX007 but also reinforces Janux’s broader TRACTr and ARM platforms, which span multiple solid tumors and an emerging CD19 program in autoimmune...
NYSE:ASAN
NYSE:ASANSoftware

Asana (ASAN) Q3 2026: Wider Net Loss Challenges Gradual Path-to-Profitability Narrative

Asana (ASAN) just posted its Q3 2026 numbers, with revenue at about $201 million and basic EPS at roughly -$0.29. This keeps the focus firmly on how quickly the business can convert top line scale into a path toward profitability. The company has seen revenue move from around $179 million in Q2 2025 to roughly $201 million in Q3 2026, while basic EPS over that span has hovered between about -$0.31 and -$0.17. That sets up this quarter as another check in on whether margins are starting to...
NYSE:QTWO
NYSE:QTWOSoftware

Q2 Holdings (QTWO) Valuation After Solid Results but Slower Growth, Higher Churn and Margin Pressures

Q2 Holdings (QTWO) is back in the spotlight after solid quarterly results and a higher full year outlook, which have collided with some nagging issues, including elevated churn and softer annual recurring revenue growth. See our latest analysis for Q2 Holdings. The stock has bounced recently, with a 1 month share price return of nearly 17 percent off its lows. However, that follows a steep year to date share price decline and a weak 1 year total shareholder return, suggesting momentum is only...