NasdaqGS:SMTC
NasdaqGS:SMTCSemiconductor

Semtech (SMTC) Valuation Check After Recent Share Price Pullback

Semtech (SMTC) shares have quietly pulled back about 6% in the past day and 16% over the past week, even though the stock is still up this month and in the past 3 months. See our latest analysis for Semtech. Viewed over a longer stretch, Semtech’s recent pullback sits against a still positive backdrop, with an 8.1% year to date share price return and a hefty 148.45% three year total shareholder return suggesting momentum is cooling rather than broken. If you are weighing what comes next for...
NYSE:STT
NYSE:STTCapital Markets

State Street (STT): Taking Stock of Valuation After a Strong Multi‑Year Share Price Run

State Street (STT) has quietly put up a solid run, with shares gaining roughly 30% this year and about 12% over the past 3 months, as earnings and margin trends keep improving. See our latest analysis for State Street. At a share price of $127.36, State Street’s momentum looks like it is still building, with a 30 day share price return of 12.51% feeding into a 37.64% one year total shareholder return and an 81.17% total shareholder return over three years. If this kind of steady compounding...
NYSE:INGM
NYSE:INGMElectronic

Is J.P. Morgan's Downgrade Testing Ingram Micro (INGM)'s Cloud Partnership Momentum And IT Spending Resilience?

In the past week, J.P. Morgan downgraded Ingram Micro Holding to “underweight,” citing concerns about weaker enterprise IT spending and a likely cooling in PC demand after a strong 2025 cycle. This shift in analyst sentiment contrasts with Ingram Micro’s recent AWS Partner of the Year awards and its new Polish go-to-market collaboration for SaaS data protection. We’ll now examine how J.P. Morgan’s downgrade and concerns around enterprise spending shape Ingram Micro’s investment...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty (ELF): Valuation Check After Launching ‘Glow Up!’ Virtual Makeup Experience on Roblox

e.l.f. Beauty (ELF) just rolled out Glow Up!, an immersive Roblox makeup game that leans into high fidelity virtual looks and inclusivity, raising fresh questions about how this digital push could influence a stock that is still in a slump. See our latest analysis for e.l.f. Beauty. Glow Up! lands at a tricky moment for the stock, with the 1 month share price return of 8.33% offering a tentative bounce after a bruising 90 day share price decline of 46.24% and a 1 year total shareholder return...
NasdaqCM:RR
NasdaqCM:RRMachinery

Richtech Robotics (RR): Revisiting Valuation After a Volatile Year and Strong Share Price Gains

Richtech Robotics (RR) has quietly become one of the more volatile small cap robotics names, with the stock swinging sharply over the past week despite relatively steady fundamentals and a still early stage revenue base. See our latest analysis for Richtech Robotics. That volatility sits on top of a wild ride over the past year, with a roughly 42% year to date share price return but an eye catching 198% one year total shareholder return suggesting momentum is still broadly intact even after...
NYSE:UNF
NYSE:UNFCommercial Services

Shareholder Revolt Over Governance Could Be A Game Changer For UniFirst (UNF)

In December 2025, activist investor Engine Capital, backed by proxy advisers and fellow shareholders, won majority common-shareholder support for its UniFirst board nominees, intensifying pressure on the company to address governance concerns and consider a potential sale. The vote exposed a sharp divide between UniFirst’s dual-class control structure and the preferences of common shareholders, who are increasingly pushing for an independent strategic review and greater accountability from...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Amkor Technology (AMKR) Is Down 17.0% After Insider Selling And A $7 Billion Arizona Bet - Has The Bull Case Changed?

In recent days, Amkor Technology has come under pressure after insider selling, including a large block sale by a director, coincided with softer near-term earnings expectations despite projected double-digit revenue growth. At the same time, the company is committing to a very large US$7.00 billion advanced packaging campus in Arizona, underscoring its role in the onshoring of semiconductor manufacturing as AI and data center demand reshape global chip supply chains. Against this backdrop,...