NYSE:ARE
NYSE:AREHealth Care REITs

Alexandria Real Estate Equities (ARE) Is Up 10.2% After Dividend Cut And LIC Impairment - Has The Bull Case Changed?

Alexandria Real Estate Equities recently reported weaker third-quarter 2025 results, recorded a US$323.90 million real estate impairment including US$206.00 million on its Long Island City asset, cut its dividend by 45%, and now faces multiple securities class action lawsuits over alleged misstatements about that property and its leasing prospects. The combination of muted tenant demand, pressure on life science leasing, rising short interest, and legal scrutiny around the Long Island City...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global (CARR) Valuation Check As HVAC Pure Play Draws Fresh Undervaluation Interest

Carrier Global (CARR) is drawing fresh attention after several research sources flagged the HVAC and refrigeration group as potentially undervalued relative to its fundamentals and peers, particularly in relation to building efficiency and climate control themes. See our latest analysis for Carrier Global. At a share price of US$56.25, Carrier Global has seen short term momentum pick up, with a 1 day share price return of 4.44% and a 30 day share price return of 5.34%. The 1 year total...
TSX:USA
TSX:USAMetals and Mining

Americas Gold and Silver (TSX:USA) Is Up 15.3% After Slashing Crescent Mine Power Costs – Has The Bull Case Changed?

Americas Gold and Silver Corporation recently reported substantial progress toward restarting production at the high‑grade Crescent Silver Mine in Idaho’s Silver Valley, including grid power installation, equipment upgrades, and site improvements following the December 3, 2025 acquisition. An especially interesting development is the shift from costly diesel generators to grid electricity, with internal estimates suggesting a very large reduction in power costs per kilowatt hour, which could...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Is Tradeweb Markets (TW) Pricing Look Stretched After Recent 20% One Year Share Decline

If you are looking at Tradeweb Markets and wondering whether the current share price offers good value, this article will walk through what the numbers actually say. The stock recently closed at US$103.82, with returns of a 2.2% decline over 7 days, a 2.8% decline over 30 days, a 2.2% decline year to date and a 20.5% decline over 1 year. The 3 year and 5 year returns sit at 46.7% and 63.9% respectively. These moves have put more attention on how Tradeweb is priced versus its fundamentals...
NYSE:BIPC
NYSE:BIPCGas Utilities

Is Brookfield Infrastructure (BIPC) Attractive After Recent Pullback And Mixed Valuation Signals?

If you are wondering whether Brookfield Infrastructure is offering good value at today’s price, you are not alone. This article is designed to help you weigh that up with clear valuation checks. The stock recently closed at US$43.26, with a 7 day return of a 4.5% decline and a 30 day return of a 7.5% decline, while the 1 year return stands at 18.6% and the 3 year and 5 year returns are 13.0% and 16.3% respectively. Recent share price moves have come alongside ongoing interest in listed...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Bausch + Lomb (BLCO) Valuation Check After Refinancing Lowers Borrowing Costs And Extends Loan Maturities

Bausch + Lomb (BLCO) has completed a refinancing of its term loans, closing a new US$2.80b replacement term B facility with lower interest margins and effectively extending certain maturities. See our latest analysis for Bausch + Lomb. The refinancing comes at a time when Bausch + Lomb’s share price return has been relatively resilient. The 90 day share price return is 20.18% and the 1 year total shareholder return is 3.10%, suggesting recent momentum contrasts with a flatter longer run...
BIT:STLAM
BIT:STLAMAuto

Is Stellantis (BIT:STLAM) Offering Value After Recent Share Price Weakness

If you are wondering whether Stellantis shares are offering real value right now, the key is to look closely at what the market is pricing in versus what the business might be worth. The stock recently closed at €9.40, with returns of a 3.3% decline over 7 days, a 7.6% decline over 30 days and a 16.6% decline over the past year, which suggests sentiment has cooled compared to recent history. Recent moves in the share price sit against a backdrop of ongoing interest in global automakers, with...
NYSE:KRG
NYSE:KRGRetail REITs

A Look At Kite Realty Group (KRG) Valuation After Announcing A Special Cash Dividend

Kite Realty Group Trust (KRG) has put extra income on the table for shareholders, declaring a special cash dividend of $0.145 per share tied to a January 9, 2026 special ex dividend date. See our latest analysis for Kite Realty Group Trust. That special dividend comes after a solid run in the stock, with a 90 day share price return of 9.61% and a 1 year total shareholder return of 9.24%. This comes even though the 1 day move was a 4.06% decline and the year to date share price return is...
NYSE:ATO
NYSE:ATOGas Utilities

The Bull Case For Atmos Energy (ATO) Could Change Following Morgan Stanley’s Election-Year Downgrade Decision

In December, Morgan Stanley downgraded Atmos Energy Corporation to Equal Weight from Overweight as part of its 2026 utilities outlook, highlighting political and regulatory risks during an election year even as the company continues to emphasize its regulated model and infrastructure modernization. This shift in analyst stance contrasts with Atmos Energy’s long record of earnings growth and its internal guidance for 6%–8% earnings expansion supported by ongoing investments in safety,...
TSE:7270
TSE:7270Auto

Is Subaru (TSE:7270) Pricing Too Optimistically After Its Strong Multi Year Share Price Run?

If you are wondering whether Subaru's current share price really reflects its underlying value, this article walks through the key numbers that matter. Subaru's shares recently closed at ¥3,396, with flat returns over 7 days, a 0.5% decline over 30 days, a 1.4% decline year to date, a 32.4% return over 1 year, a 92.3% return over 3 years, and a 94.5% return over 5 years. Recent coverage of Subaru has focused on how the company fits into investor interest in established auto makers, as...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble (TRMB) Valuation Check As Analyst Optimism Grows Around Recurring Revenue And Growth Targets

Recent analyst actions around Trimble (TRMB), including an upgrade from KeyBanc and an outperform reiteration from Oppenheimer, have drawn fresh attention to the stock and its growth focus. See our latest analysis for Trimble. At a latest share price of $80.61, Trimble’s recent 1-day and 7-day share price returns of 1.38% and 2.91% sit alongside a 90-day share price return of 6.58% and a 1-year total shareholder return of 14.78%. Investors are weighing its Lucid Gravity partnership and...
NYSE:AWK
NYSE:AWKWater Utilities

A Look At American Water Works (AWK) Valuation As Utility Investors Reassess Recent Returns

With no single headline event in focus, American Water Works Company (AWK) is drawing attention as investors reassess regulated utilities following recent share moves and updated return figures over the past month and the previous three months. See our latest analysis for American Water Works Company. At a share price of $127.98, American Water Works Company has seen a 10.49% decline in its 90 day share price return, while the 1 year total shareholder return of 8.26% suggests longer term...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Kulicke and Soffa (KLIC) Is Up 14.5% After Advanced Packaging Orders Improve

Kulicke and Soffa Industries recently saw stronger order activity and healthier utilization trends across semiconductor and memory markets, alongside expanding opportunities in advanced packaging, advanced dispense, and power semiconductor equipment. This combination of improving demand signals across several high-end chipmaking segments has sharpened investor focus on how the company’s tools are positioned within the semiconductor manufacturing cycle. We’ll now examine how this improving...
NYSE:ETR
NYSE:ETRElectric Utilities

The Bull Case For Entergy (ETR) Could Change Following Analyst Focus On Data Center Power Demand

Recently, several research firms including TD Cowen and Argus Research reaffirmed or upgraded their positive views on Entergy, highlighting expectations for higher earnings per share driven by rising electricity demand from industrial and data center customers and supported by constructive state regulatory conditions. This cluster of upbeat analyst assessments underscores how Entergy’s exposure to power-hungry data centers and industrial growth is becoming a central focus for investors...
LSE:GLEN
LSE:GLENMetals and Mining

Glencore (LSE:GLEN) Valuation Checked After Recent Share Price Strength And Mixed Long Term Returns

Recent moves in Glencore (LSE:GLEN) have caught investor attention after a period of strong share price performance over the past 3 months and 1 year, prompting fresh questions about how its current valuation stacks up. See our latest analysis for Glencore. The £4.53 share price comes after a strong 30-day share price return of 18.99% and a 90-day share price return of 30.88%. The 1-year total shareholder return of 29.80% contrasts with a slightly negative 3-year total shareholder return and...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

CSX’s New Cost-Cutting Drive Might Change The Case For Investing In CSX (CSX)

In recent days, CSX has announced sizable workforce reductions, cutting 166 management roles and furloughing nearly 200 conductors as part of a cost-control drive under new CEO Steve Angel amid challenging economic conditions. These cuts, alongside tighter spending on management benefits and travel, highlight a sharper push to reshape the railroad’s cost base and operating model following activist pressure and soft merchandise traffic. Next, we’ll examine how these workforce reductions and...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Embedding PayPal Direct Deposit in Flex Perks Could Be A Game Changer For Paychex (PAYX)

In early January 2026, Paychex, Inc. announced a partnership with PayPal that adds PayPal Direct Deposit to the Paychex Flex Perks marketplace, giving employees up to two-day early access to pay and seamless use of PayPal’s financial tools. This collaboration broadens Paychex Flex Perks to 25 curated benefits and aims to address unbanked workers’ needs by offering paycheck access and financial services outside traditional bank accounts. Now we’ll examine how embedding PayPal Direct Deposit...