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NYSE:KFY
NYSE:KFYProfessional Services

Assessing Korn Ferry’s (NYSE:KFY) Valuation After The LA28 Olympics Talent Partnership

How the LA28 partnership puts Korn Ferry’s core business in the spotlight Korn Ferry (KFY) has taken on a high profile role as the Official Talent & Organizational Consulting Partner for the LA28 Olympic and Paralympic Games. This contract directly reflects its core human capital strengths. The firm is working with LA28 to help hire, onboard, and develop a workforce of nearly 5,000 people for the Games, while also supporting Team USA. For shareholders, the interest is less about short term...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Is Yelp (YELP) Pricing Reflect Its DCF Value After Prolonged Share Price Weakness

If you are wondering whether Yelp's current share price lines up with its underlying value, you are not alone. This article is designed to walk you through that question step by step. Yelp recently closed at US$24.42, with returns of 10.8% decline over 7 days, 19.4% decline over 30 days, 19.1% decline year to date and 38.3% decline over 1 year, with a 23.3% decline over 3 years and 33.9% decline over 5 years shaping how the market currently views its risk and potential. Recent news coverage...
NYSE:MD
NYSE:MDHealthcare

A Look At Pediatrix Medical Group (MD) Valuation After Recent Share Price Pullback

Event context and immediate market reaction Pediatrix Medical Group (MD) has been drawing attention after recent share performance, with the stock showing a 1 day return of 0.29% and a month return of 4.74% decline heading into the weekend. See our latest analysis for Pediatrix Medical Group. That recent 4.74% 30 day share price decline and 2.29% 7 day pullback sit against a very different picture over the past year, where total shareholder return is 53.26%. However, the 5 year total...
NYSE:NPO
NYSE:NPOMachinery

Assessing Enpro (NPO) Valuation After Strong Recent Share Price Momentum

What recent performance says about Enpro (NPO) With no single headline event driving today’s move, Enpro (NPO) has still drawn attention after a 4.6% gain over the past day and a 20.7% return over the past month. Those short term gains sit alongside a 25.6% return over the past 3 months and a 43.1% total return over the past year, prompting a closer look at what investors might be pricing into the stock now. See our latest analysis for Enpro. At a share price of $267.57, Enpro’s recent 1 day...
NYSE:ETN
NYSE:ETNElectrical

Is Eaton (ETN) Still Attractively Priced After Its Sharp Multi Year Share Price Surge

If you are wondering whether Eaton's share price still offers value after a strong run, you are not alone. This article is built to help you weigh what you are really paying for. Eaton recently closed at US$373.82, with returns of 6.4% over 7 days, 15.9% over 30 days, 14.2% year to date, 20.9% over 1 year and a very large 3 year and 5 year return profile of 128.3% and 228.1% respectively. Recent news around Eaton has focused on its position as a major capital goods player, government and...
NYSE:CALY
NYSE:CALYLeisure

Is Callaway Golf (CALY) Still Attractive After A 98% One Year Share Price Jump

If you are wondering whether Callaway Golf at around US$15.01 is a bargain or already pricing in the story, you are asking the right question for this stock. The share price has returns of 4.6% over 7 days, 13.7% over 30 days, 28.1% year to date and 98.0% over 1 year, while the 3 year and 5 year returns of 35.2% and 49.8% show a very different picture. Recent coverage around Callaway Golf has focused on how the market is reassessing the business following previous longer term share price...
NYSE:ATI
NYSE:ATIAerospace & Defense

Is ATI (ATI) Still Attractively Priced After 113% One Year Share Price Surge?

If you are wondering whether ATI's current share price still reflects good value, it helps to step back from the headline moves and look closely at what the fundamentals suggest. ATI has seen strong recent returns, with the share price at US$133.57 and returns of 11.0% over 7 days, 10.5% over 30 days, 12.1% year to date and 112.8% over 1 year, while the 3 year return is 245.9% and the 5 year return is very large. Recent news coverage has focused on ATI's role in capital goods and advanced...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Braze (BRZE) Is Down 14.6% After AI Concerns Reshape Sentiment Toward Marketing Software Peers – Has The Bull Case Changed?

In early February 2026, Braze came under pressure as concerns about artificial intelligence reshaped investor sentiment toward traditional software-as-a-service and marketing software providers. What stands out is how quickly AI-related worries and shifting analyst views have influenced perceptions of Braze’s competitive positioning in customer engagement software. Next, we’ll examine how this AI-driven shift in sentiment is affecting Braze’s investment narrative and longer-term appeal...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Is It Time To Reassess Valley National Bancorp (VLY) After Its Strong 1 Year Rally?

If you are wondering whether Valley National Bancorp is genuinely good value at its current share price, or if the market is getting ahead of itself, this article is designed to help you weigh that up clearly. With the stock last closing at US$13.71 and returns of 10.0% over 7 days, 13.6% over 30 days, 17.3% year to date and 39.1% over 1 year, many investors are reassessing what they are willing to pay for the shares. Recent market attention on regional banks, regulatory scrutiny across the...
NYSE:EXR
NYSE:EXRSpecialized REITs

A Look At Extra Space Storage (EXR) Valuation After Bank Of America Downgrade

Extra Space Storage (EXR) is back in focus after Bank of America cut its rating from Neutral to Underperform, highlighting concerns that demand recovery may lag even as the company’s fundamentals appear relatively stable. See our latest analysis for Extra Space Storage. Extra Space Storage’s recent move, with a 1 day share price return of 1.06% to US$140.01 and a 6.90% year to date share price return, sits alongside a 1 year total shareholder return decline of 6.09% and a stronger 5 year...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Assessing Intapp (INTA) Valuation After Earnings Beat And New US$200 Million Buyback Program

Intapp (INTA) is back in focus after reporting fiscal second quarter earnings that topped analyst expectations, along with a new US$200 million share repurchase plan and fresh AI driven client partnerships. See our latest analysis for Intapp. Despite the solid earnings beat, new guidance and AI focused partnerships, Intapp’s momentum has cooled, with a 30 day share price return of 47.37% decline and a 1 year total shareholder return of 66.62% decline highlighting how sentiment has...
SWX:VONN
SWX:VONNCapital Markets

A Look At Vontobel Holding (SWX:VONN) Valuation After Earnings, Asset Growth And Dividend Affirmation

Why Vontobel’s latest earnings and dividend matter Vontobel Holding (SWX:VONN) has drawn fresh investor attention after reporting higher full year 2025 net income and earnings per share, together with asset under management growth and an affirmed annual dividend of CHF 3.00 per share. See our latest analysis for Vontobel Holding. The earnings and dividend announcement has coincided with a clear upswing in sentiment, with a 3.83% 1 day share price return and a 16.12% 90 day share price return...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management (ARES) Margin Compression Tests Bullish Growth Narratives After FY 2025 Results

Ares Management (ARES) has just closed out FY 2025 with Q4 total revenue of about US$1.5b and basic EPS of US$0.13, while trailing 12 month revenue sits at roughly US$5.6b and EPS at US$1.93, setting a clear earnings season marker for investors. Over recent periods, the company has seen quarterly revenue move from US$1.26b in Q4 2024 to US$1.50b in Q4 2025, with basic EPS ranging from US$0.72 in Q4 2024 through a high of US$1.15 in Q3 2025. This helps frame today’s results against a fuller...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Is Zions (ZION) Using Its New Fixed‑to‑Floating Notes to Quietly Rebuild Its Funding Strategy?

In early February 2026, Zions Bancorporation, National Association priced a US$500,000,000 fixed-to-floating rate senior notes offering due February 9, 2029, with an initial 4.483% fixed coupon before switching to Compounded SOFR plus a 1.055% spread and plans to use the proceeds to reduce short-term borrowings. The bank also put in place a receive-fixed fair value hedge during the fixed-rate period, effectively converting the new debt’s cost to a floating rate and fine-tuning its interest...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

A Look At Merit Medical Systems (MMSI) Valuation After Strong Q3 Beat And Cautious Full Year Guidance

Merit Medical Systems (MMSI) has drawn fresh attention after reporting third quarter revenue growth of 13% year on year, beating analysts’ organic and overall revenue estimates while pairing that result with the weakest full-year guidance among peers. See our latest analysis for Merit Medical Systems. At a share price of US$82.50, Merit Medical Systems has seen a 3.60% 1 day share price return and a 1.74% 7 day share price return, but a 24.40% decline in 1 year total shareholder return...
SGX:BN4
SGX:BN4Industrials

Keppel (SGX:BN4) Valuation Check After S$600m Decarbonisation Wins And Upcoming FY2025 Results

Keppel (SGX:BN4) is back in focus after its infrastructure arm secured about S$600 million in new contracts tied to decarbonisation solutions, lifting its contracted revenue backlog for these activities above S$7.1 billion. See our latest analysis for Keppel. The new decarbonisation contracts come on the heels of Keppel’s full year 2025 results and the announcement that former DBS CEO Piyush Gupta will take over as non executive Chairman in April 2026, during a period when the share price has...
XTRA:RHM
XTRA:RHMAerospace & Defense

Why Rheinmetall (XTRA:RHM) Is Down 9.9% After Reaffirming Its 2025 Defense Outlook And 2026 Targets

Earlier this week, Rheinmetall reaffirmed its 2025 defense outlook, flagging strong expected growth in defense sales and margins alongside an aim to end 2025 net-debt-free, while also giving a first indication of its 2026 operational defense sales and margin range. Management also highlighted an expected €67 billion of German defense orders over the next four quarters, including the “Arminius” Boxer package and sizeable potential naval work, underlining how deeply the group is positioned in...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tall Timbers Closure Resets Footprint And Raises Valuation Questions

Goodyear Tire & Rubber is closing its Tall Timbers Mold facility in Findlay, Ohio, with U.S. mold operations to be consolidated into a single site. The closure affects a significant number of employees and marks a reset of the company’s manufacturing footprint. This move is part of Goodyear’s broader effort to streamline production and align capacity with its current operational needs. Goodyear Tire & Rubber, listed as NasdaqGS:GT, is making this change at a time when its shares trade at...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Why Lattice Semiconductor (LSCC) Is Up 7.3% After Launching Post-Quantum Secure Control FPGA Family - And What's Next

Lattice Semiconductor recently launched what it describes as the industry’s first secure control FPGA family fully compliant with emerging post-quantum cryptography standards, drawing renewed attention from analysts to its security-focused product roadmap. This move places Lattice at the center of upcoming security-driven hardware refresh cycles in government, communications, and industrial markets where post-quantum readiness is becoming a priority. Next, we examine how Lattice’s early move...
NYSE:CPT
NYSE:CPTResidential REITs

Camden Property Trust (CPT) Q4 FFO Loss Challenges Bullish Narrative On Earnings Quality

Camden Property Trust (CPT) closed out FY 2025 with Q4 revenue of US$415.4 million, basic EPS of US$1.45 and net income of US$156.5 million, while trailing twelve month revenue came in at US$1.6 billion with EPS of US$3.55 and net income of US$384.5 million. Over recent quarters the REIT has seen revenue move from US$387.8 million in Q4 2024 to the latest US$415.4 million print, while quarterly EPS shifted from US$0.37 to US$1.45. This sets up a result where investors are likely to focus on...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Assessing Tower Semiconductor (NasdaqGS:TSEM) Valuation After New AI Photonics And Nuclear Detection Wins

What the latest AI and defense wins mean for Tower Semiconductor stock Tower Semiconductor (NasdaqGS:TSEM) is back in focus after announcing high performance silicon photonics for 1.6T data center optical modules aligned with NVIDIA networking protocols, as well as new client adoption in nuclear event detection. See our latest analysis for Tower Semiconductor. The recent AI infrastructure and nuclear detection wins come as the share price has climbed to US$139.04, with a 90 day share price...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Is Pinterest (PINS) Now Pricing In Too Much Bad News After Sharp Share Price Slide?

If you are wondering whether Pinterest is starting to look mispriced, you are not alone. This article will help you frame that question clearly. The stock last closed at US$19.60, with returns of an 11.4% decline over 7 days, 28.7% decline over 30 days, 26.2% decline year to date, 51.0% decline over 1 year, 21.1% decline over 3 years and 76.7% decline over 5 years, which may have changed how some investors think about its risk and potential. Recent headlines have focused on Pinterest's place...
NYSE:CWAN
NYSE:CWANSoftware

Clearwater Analytics Deepens Institutional Role With New Cash And AI Deals

Clearwater Analytics (NYSE:CWAN) has linked its platform with TreasurySpring to broaden institutional cash management options. Generali Deutschland AG is using Clearwater for its €40 billion insurance business, expanding Clearwater's presence with large European asset owners. The company has introduced embedded AI tools within its Beacon platform to support risk operations and regulatory needs. Clearwater Analytics focuses on providing investment accounting, reporting, and risk solutions...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Q3 Net Margin Pressure Tests Bullish Earnings Growth Narrative

Gen Digital Q3 2026 Results Set Up A Margin Focus For Investors Gen Digital (GEN) just posted Q3 2026 numbers with revenue of US$1.24b and basic EPS of US$0.31, putting fresh figures on the table for investors watching how its earnings translate into cash generating power. The company has seen quarterly revenue range from US$986m in Q3 2025 to US$1.24b in Q3 2026, while basic EPS has moved between US$0.22 and US$0.31 over the same stretch. This gives a clearer view of how each dollar of sales...