NYSE:NET
NYSE:NETIT

Cloudflare (NET): Reassessing Valuation After Global Outage Raises Questions on Infrastructure Resilience

Cloudflare (NET) is back in the spotlight after a global network outage rattled confidence in its infrastructure reliability, pulling the stock down roughly 21% over the past month and sharpening questions about long term resilience. See our latest analysis for Cloudflare. Zooming out, that outage-driven selloff sits against a powerful backdrop. Cloudflare’s share price has surged year to date with an 81.4% share price return and an 84.8% one-year total shareholder return, suggesting...
NYSE:GMED
NYSE:GMEDMedical Equipment

How Investors Are Reacting To Globus Medical (GMED) Earnings Beat, Raised Outlook and CFO Share Sale

On December 1, 2025, Globus Medical’s CFO Kyle Kline sold 18,542 Class A shares for about US$1.66 million after the company reported third‑quarter earnings and revenue that exceeded analyst expectations and raised its full‑year guidance. The stronger‑than‑expected quarter and upgraded outlook prompted multiple analysts to improve their views on Globus Medical, highlighting profitability trends and growth momentum rather than the executive share sale as the key signal. Next, we’ll examine how...
TSXV:ICM
TSXV:ICMMetals and Mining

TSX Penny Stocks To Watch In December 2025

As the Canadian market navigates through policy shifts and global uncertainties, the TSX is on track for its strongest calendar-year return since 2009, rewarding investors who stayed committed during periods of volatility. In this context, understanding what makes a good investment becomes crucial; penny stocks, while an older term, continue to offer intriguing opportunities for growth. These stocks often represent smaller or newer companies that can pair strong financial health with...
NasdaqGS:MBX
NasdaqGS:MBXPharmaceuticals

Do MBX Biosciences’ Phase 2 Win and Cash Raise Strengthen Its Platform Story or Expose Limits (MBX)?

In recent months, MBX Biosciences reported positive topline Phase 2 results for its lead candidate canvuparatide in hypoparathyroidism and completed an upsized US$200 million capital raise, while MPM BioImpact exited its entire position. At the same time, Goldman Sachs initiated coverage with a Sell rating amid concerns about validating MBX’s platform beyond canvuparatide, contrasting with more optimistic peers and sharpening debate over the company’s longer-term pipeline potential. Against...
NYSE:UWMC
NYSE:UWMCDiversified Financial

Assessing UWM Holdings’ Valuation After Insider Share Sale and Mixed Earnings Results

UWM Holdings (UWMC) just saw a meaningful insider move, with major shareholder SFS Holding unloading stock and converting paired interests, shortly after mixed third quarter results that beat on revenue but missed on earnings. See our latest analysis for UWM Holdings. At around $5.80, the recent insider sales and mixed earnings land against a backdrop where short term share price returns have been choppy, but the three year total shareholder return remains solidly positive, suggesting...
NYSE:SBH
NYSE:SBHSpecialty Retail

Sally Beauty (SBH) Beats Earnings as Insider Sells Shares Is Management Signaling Confidence or Caution?

Sally Beauty Holdings recently reported past fourth-quarter 2025 results that exceeded forecasts for both adjusted diluted earnings per share and revenue, while Senior Vice President Scott C. Sherman sold 15,000 shares of common stock worth about US$244,000 on 1 December 2025. The combination of an earnings beat and insider selling has drawn attention to how investors are weighing operational progress against leadership share disposals and mixed institutional positioning. We’ll now examine...
NasdaqGM:IVVD
NasdaqGM:IVVDBiotechs

Is Invivyd (IVVD) Using RSV Prophylaxis To Redefine Its Post‑COVID Strategy?

Invivyd, Inc. recently announced it has identified and nominated VBY329, a potentially best-in-class monoclonal antibody candidate aimed at preventing RSV in neonates, infants, and children, with plans to advance it toward IND readiness by the second half of 2026. This move positions Invivyd to potentially expand beyond its COVID-19 focus into the growing pediatric RSV prophylaxis market, which management cites as a multi-billion dollar global opportunity by 2030. We’ll now examine how...
NYSE:CRC
NYSE:CRCOil and Gas

California Resources (CRC): Reassessing Valuation After EPS Beat and New Analyst Coverage on Carbon Capture Growth Potential

California Resources (CRC) has landed on investors’ radar after Wells Fargo initiated coverage, alongside a third quarter earnings beat on earnings per share, even as revenue came in lighter than forecasts. See our latest analysis for California Resources. The muted 1 month share price return of 2.3% and slightly negative year to date share price return sit awkwardly against a robust 3 year total shareholder return of about 28%, suggesting momentum is only cautiously rebuilding as investors...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Reassessing Selective Insurance Group (SIGI)’s Valuation After a Year-to-Date Share Price Slide

Selective Insurance Group (SIGI) has quietly slipped about 16 % year to date, even as its revenue and earnings keep growing. That disconnect sets up an interesting moment to revisit what the current price implies. See our latest analysis for Selective Insurance Group. Over the past year, the share price has drifted lower despite steady premium growth and solid underwriting results. A weak year to date share price return and a negative one year total shareholder return suggest momentum has...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

How Rising Institutional Interest and Rich Dividend Policy Will Impact TFS Financial (TFSL) Investors

In recent months, TFS Financial has attracted increased interest from institutional investors such as Creative Planning and Geode Capital Management, while also declaring a high-yield quarterly dividend payable on December 16 and reporting quarterly earnings above analyst expectations. These developments, combined with insider share sales and upgrades in analyst ratings, highlight a complex mix of confidence, income appeal, and shifting perceptions around the bank’s prospects. Next, we’ll...
NYSE:XPO
NYSE:XPOTransportation

How XPO’s (XPO) 5.4% Tonnage Drop Tests Its Tech-Driven Freight Strategy

In late November 2025, XPO reported preliminary North American less-than-truckload metrics showing a 5.4% year-over-year drop in tonnage per day, driven by fewer shipments and lighter average loads, highlighting ongoing softness in freight volumes. While these weaker operating trends raise fresh questions about near-term demand, they also test how resilient XPO’s technology- and margin-focused freight strategy can be under pressure. We’ll now examine how this recent 5.4% tonnage decline fits...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Iridium Communications (IRDM): Evaluating Valuation After New $85.8 Million U.S. Space Force Contract Win

Iridium Communications (IRDM) just landed a fresh 5 year contract with the U.S. Space Force worth up to $85.8 million, extending its role in mission critical defense communications. See our latest analysis for Iridium Communications. Even with this new Space Force win and a fresh dividend declaration, the share price has slid sharply this year, with a year to date share price return of negative 40.68 percent and a one year total shareholder return of negative 42.1 percent. This suggests...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

The Bull Case For Dave (DAVE) Could Change Following Insider Stock Sales And A Key Downgrade

In recent days, digital banking platform Dave has come under pressure after insiders, including the CEO and CFO, sold a combined US$91.3 million of stock over the past year and Weiss Ratings downgraded the company from a buy to a hold rating in late November 2025, prompting fresh scrutiny of management’s stance and business risks. What stands out is the contrast between these insider sales and downgrade on one hand, and separate third-party assessments highlighting strong revenue trends,...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN): Evaluating Valuation After Winning DTRA’s $3.5 Billion CTRIC IV Threat Reduction Contract

Parsons (PSN) just secured a spot on the Defense Threat Reduction Agency’s CTRIC IV contract, a recompete vehicle with a potential 10 year, $3.5 billion ceiling that could shape its long term revenue pipeline. See our latest analysis for Parsons. The CTRIC IV award lands as Parsons’ 90 day share price return of 11.65 percent and 30 day gain of 6.16 percent signal improving momentum, even though the year to date share price return is still negative and the five year total shareholder return of...
TSX:ELD
TSX:ELDMetals and Mining

Evaluating Eldorado Gold (TSX:ELD) After Its Largest Reserve Upgrade Since 2017

Eldorado Gold (TSX:ELD) just reported its highest mineral reserve estimate since 2017, and that kind of reserve growth can matter more to long term returns than any single quarterly headline. See our latest analysis for Eldorado Gold. The new reserve milestone lands on top of a strong run, with a 30 day share price return of 16.9 percent and a five year total shareholder return of 166 percent. This signals momentum that long term holders have been rewarded for staying with. If this kind of...
NYSE:RERE
NYSE:RERESpecialty Retail

Three Stocks Estimated To Be Trading Below Intrinsic Value In December 2025

As the U.S. stock market experiences a modest uptick following key inflation data, major indices like the Dow Jones and S&P 500 are nearing all-time highs, reflecting investor optimism despite recent economic uncertainties. In this environment, identifying stocks that are trading below their intrinsic value can offer potential opportunities for investors seeking to capitalize on undervalued assets amid fluctuating market conditions.
NasdaqCM:MVST
NasdaqCM:MVSTMachinery

3 Growth Companies With High Insider Ownership And 95% Earnings Growth

As U.S. stock indexes edge higher following key inflation data, investors are closely monitoring the Federal Reserve's upcoming policy decisions, which could impact market dynamics. In this environment, growth companies with significant insider ownership can be particularly appealing due to their potential for strong alignment between management and shareholder interests.
NasdaqGS:MAPS
NasdaqGS:MAPSSoftware

Performance Shipping And 2 Other Promising Penny Stocks For Your Consideration

U.S. stock indexes have recently ticked higher following key inflation data, suggesting cautious optimism among investors as they anticipate upcoming Federal Reserve policy decisions. In the context of this market environment, penny stocks remain a notable area for investors seeking potential growth opportunities outside of traditional blue-chip companies. Though the term "penny stocks" may seem outdated, these smaller or newer companies can still offer significant value and growth potential...
NasdaqGS:CALM
NasdaqGS:CALMFood

Cal-Maine Foods And 2 Top Dividend Stocks To Enhance Your Portfolio

As U.S. stock indexes experience modest gains following key inflation data, investors are closely watching the Federal Reserve's upcoming policy decisions and major corporate moves like Netflix's acquisition of Warner Bros. Discovery. In this dynamic market environment, dividend stocks such as Cal-Maine Foods can offer a reliable income stream and potential stability, making them an attractive option for those looking to enhance their portfolios amidst economic fluctuations.
NYSE:DX
NYSE:DXMortgage REITs

Does Dynex’s Embedded MBS Option Premium Strategy Change The Bull Case For Dynex Capital (DX)?

Recent commentary on Dynex Capital highlighted that agency mortgage-backed securities spreads remain historically wide, offering unusually high risk-adjusted yields with limited prepayment risk, and underscored the company’s disciplined hedging and internal management approach. An interesting angle is that Dynex Capital’s exposure to the embedded option premium in residential mortgage-backed securities may provide a persistent, systematic risk premium compared with many peers. Next, we’ll...
TSX:DSG
TSX:DSGSoftware

Descartes Systems (TSX:DSG) Mid‑Teens EPS Growth Supports Premium Valuation Narrative

Descartes Systems Group (TSX:DSG) has just posted another steady quarter, with Q2 2026 revenue coming in at about $179.8 million and basic EPS of $0.44, underscoring consistent profitability heading into the second half of fiscal 2026. The company has seen revenue move from roughly $163.4 million in Q2 2025 to $179.8 million in Q2 2026, while basic EPS edged from $0.41 to $0.44 over the same period. This sets the stage for investors to focus on how its solid margins underpin the latest...