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Why Strategic Education Stock Is Back on Investors’ Radar Strategic Education (STRA) has attracted fresh attention after a recent 8.7% share price move, linked to upbeat Wall Street views on its Education Technology Services segment and growing interest around Sophia Learning and corporate partnerships. See our latest analysis for Strategic Education. The recent 8.7% share price move sits on top of a steady build in momentum, with a 30 day share price return of 4.24%, a 90 day return of 5.85%...

In recent months, SLM Corporation has faced multiple securities class action lawsuits alleging misleading disclosures about early-stage delinquencies and the effectiveness of its loss mitigation and loan modification programs, alongside more cautious analyst commentary on its risk profile. These allegations challenge prior views of stable credit performance and robust loss mitigation, raising fresh questions about how reliable earlier assessments of SLM’s asset quality and risk controls may...

What is moving P10 right now? P10 (PX) has drawn fresh investor interest after a period of mixed recent returns, with a gain over the past month but a slight decline across the past 3 months. See our latest analysis for P10. With the share price at $10.44, P10 has a 1 day share price return of 2.86% and a 30 day share price return of 3.78%. Its 1 year total shareholder return of a 20.69% decline points to short term momentum building after a weaker longer term experience. If you are looking...

Why earnings revisions matter for Nicolet Bankshares (NIC) right now Recent analyst revisions have lifted earnings expectations for Nicolet Bankshares ahead of its December 2025 quarter report. This highlights how sentiment around the bank's profit outlook is shifting as the release approaches. See our latest analysis for Nicolet Bankshares. Nicolet Bankshares' share price has moved to $130.27, with a 1 day share price return of 2.83% and a 90 day share price return of 6.53%. The 1 year total...

Governance concerns and why KDDI (TSE:9433) is back on investors’ radar KDDI (TSE:9433) has called a board meeting to review suspicions of inappropriate transactions at consolidated subsidiaries and to set up a special investigation committee. This has put governance and internal controls in sharp focus for shareholders. See our latest analysis for KDDI. At a share price of ¥2,671.5, KDDI has seen a 12.82% 90 day share price return. Its 1 year total shareholder return of 13.70% and 5 year...

In January 2026, SES announced an extended agreement to provide the Australian Defence Force with secure, uninterrupted satellite communications for at least 16 years via the repositioned Intelsat 22 satellite and a new ground segment built on Australian soil. This deal helps lock in scarce ultra-high frequency military capacity in the Indo-Pacific, underpinning Australia’s communications edge and cooperation with allies such as the United States. Next, we’ll examine how securing long-term...

CleanSpark, Inc. recently entered a definitive agreement to acquire up to 447 acres in Brazoria County, Texas, along with a long-term transmission facilities extension that would enable a 300 MW data center load with potential expansion to 600 MW, contingent on utility and property approvals and expected to close in the first quarter of 2026. This second large-scale development in the greater Houston ERCOT region, alongside its Austin County project, signals a push to build an integrated...

emeis has completed the creation of Isemia, a healthcare real estate company holding a €1.22 billion portfolio across France, Germany, and Spain, and received €761 million from partners Farallon Capital and TwentyTwo Real Estate, immediately cutting the Group’s net debt by the same amount. By retaining exclusive control of Isemia and structuring investor returns through preferred securities, emeis aligns long-term real estate management with its operating expertise while keeping a large...

Keyera Corp. has appointed Renee Zemljak to its Board of Directors, effective January 1, 2026, adding more than 30 years of North American energy industry experience with deep expertise in midstream operations, commodity risk management, infrastructure development, and government relations. Her background in large-scale mergers and acquisitions, capital allocation discipline, and corporate transformation at NYSE and TSX-listed energy companies could influence how Keyera assesses growth...

In recent days, Tata Consultancy Services announced a collaboration with Advanced Micro Devices to co-develop industry-specific AI and generative AI solutions that help enterprises move projects from pilots to full production using AMD’s high-performance computing portfolio across cloud and edge environments. A distinctive aspect of this collaboration is TCS’s plan to rapidly upskill thousands of engineers on AMD CPUs, GPUs, NPUs and embedded platforms, potentially deepening AMD’s reach into...

Marriott Vacations Worldwide (VAC) is drawing attention after recent trading left the shares at $62.54, with mixed short term returns and a wide gap between the current price and an indicated intrinsic value. See our latest analysis for Marriott Vacations Worldwide. That recent move to $62.54 comes after a 1-month share price return of 8.07% and a year to date share price return of 6.27%, set against a 1-year total shareholder return decline of 24.10%. This points to some short term momentum...

Why the Nextpower Arabia joint venture matters for investors Nextpower (NXT) just completed the formation of Nextpower Arabia with Abunayyan Holding, tying its stock story directly to utility-scale solar buildout and localized manufacturing across Saudi Arabia and the wider MENA region. The joint venture includes a new advanced facility in Jeddah, targeting up to 12 GW of solar tracker capacity a year, up to 2,000 jobs, and alignment with Saudi Arabia’s Vision 2030 clean energy ambitions. See...

TransUnion (TRU) is in focus after reporting strong results from a collaboration with Actable, where its TruAudience Marketing Solutions data improved AI marketing model fit and reduced false positives for a major retailer win back campaign. See our latest analysis for TransUnion. The recent AI marketing success with Actable and the appointment of a new global consumer solutions leader come as TransUnion’s share price sits at US$85.50, with a 90 day share price return of 9.20% but a 1 year...

Recently, Doximity reported mixed developments, with revenue guidance for fiscal 2026 coming in below Wall Street expectations amid tighter hospital budgets and evolving federal regulations that are affecting healthcare technology providers. At the same time, the company’s AI-driven tools and core pharmaceutical advertising business are under scrutiny as new Medicare reimbursement models and stricter data-sharing policies test whether its technology can still translate into operational...

Earlier in January 2026, Vishay Intertechnology’s audit committee chose Deloitte & Touche as its new independent auditor from 2026, while also expanding its product portfolio with higher-voltage 193 PUR-SI capacitors and new VT171P/VT172U transmissive sensors for industrial, consumer, and telecom applications. Together, the auditor transition and launches of higher-performance capacitors and flexible, surface‑mount sensors underline Vishay’s focus on product innovation and governance as it...

Labcorp Holdings (LH) is back in focus after announcing a broader molecular residual disease testing portfolio for breast, lung, and colon cancers, using circulating tumor DNA detection to support more personalized cancer recurrence monitoring. See our latest analysis for Labcorp Holdings. The MRD expansion and fresh $0.72 per share dividend decision come as the stock trades at $262.0. Recent 1-day and 7-day share price returns are in positive territory, but the 90-day share price return...

Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m. See our latest analysis for Chefs' Warehouse. The new 2026 guidance lands after a steady run in the shares, with a 90 day share price return of 4.33% and a 1 year total shareholder return of 14.58%. The 5 year total shareholder return of 118.49% points to momentum that has built over a longer period...

Woolworths Group (ASX:WOW) is back on investor radars after the company upgraded its Olive customer service chatbot using Google Cloud technology and announced a multi-year methane reduction trial in its beef supply chain. See our latest analysis for Woolworths Group. Those chatbot and sustainability announcements come as the A$30.20 share price has logged a 13.02% 90 day share price return, while the 1 year total shareholder return of 3.41% contrasts with a 4.62% total shareholder return...

In recent months, Austal Limited finalized a Strategic Shipbuilding Agreement with the Australian Government, appointing Austal Defence Australia as prime contractor for Tier 2 surface combatants under an initial A$1.00–A$1.30 billion contract, while also funding U.S. shipyard expansion through a capital raise to support larger U.S. Navy vessels. This combination of a long-term Australian defence framework and enlarged U.S. capacity could reshape Austal’s contract pipeline, capital needs,...

Singapore Technologies Engineering recently reported FY2024 results showing double-digit growth in revenue and net income, and its shares have been trading above their 50- and 200-day moving averages ahead of its next earnings release on 26 February 2026. Broker commentary has turned more optimistic on defence companies like Singapore Technologies Engineering as governments emphasise deterrence and consider higher defence budgets, potentially reinforcing interest in the group’s defence and...

Amphastar Pharmaceuticals (AMPH) has drawn fresh attention after signing an exclusive license agreement with Nanjing Hanxin Pharmaceutical for AMP-110, a synthetic hormone analog for inflammatory and autoimmune diseases in the U.S. and Canada. See our latest analysis for Amphastar Pharmaceuticals. The AMP-110 announcement came after a 19.6% 90 day share price return and a recent 5.8% intraday move on the news. The 1 year total shareholder return of a 23.4% decline shows longer term holders...

Genuine Parts (GPC) has scheduled a future leadership change, with Non Executive Chairman Paul D. Donahue set to retire in 2026 and current CEO Will Stengel slated to assume the combined Chairman and CEO role. See our latest analysis for Genuine Parts. The leadership timeline sits against a share price of $133.8, with a 7.90% year to date share price return and a 17.66% one year total shareholder return. This suggests momentum has been building recently, despite a weaker three year total...

Recent attention on Targa Resources (TRGP) was sparked by Oakmark Select Fund’s latest investor letter and a consensus “Outperform” view from multiple brokerages, which together helped refocus the market on this midstream operator. See our latest analysis for Targa Resources. The recent 3.62% one day share price move and consensus “Outperform” calls sit against a mixed picture, with a 24.94% 90 day share price return but a 1 year total shareholder return of 9.09% decline, so momentum looks...

In its third quarter of fiscal 2026, reported in the past, Rubrik delivered a beat-and-raise performance, shifting from a non-GAAP net loss to non-GAAP net income on the back of demand for its cybersecurity and AI offerings, and lifted its full-year revenue outlook while narrowing its expected adjusted net loss. What stands out is that Rubrik’s progress reflects not just higher customer interest in data security, but also operational improvements strong enough to prompt management to tighten...