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We wouldn't blame Arista Networks, Inc. ( NYSE:ANET ) shareholders if they were a little worried about the fact that...

With tech stocks under pressure and expectations running high this earnings season, some investors are looking more closely at areas of the market that can sometimes feel steadier when sentiment turns cautious. This defensive sectors screener focuses on consumer staples, health care, and real estate companies that meet certain size and quality criteria, and are directly exposed to the latest news around earnings surprises, guidance resets, and interest rate expectations. In this article, you...

Energy stocks are front and center again as investors weigh a planned 25% US tariff on some Brazilian imports, multi decade low US crude stockpiles, and concerns about tighter financial conditions. These cross currents are reshaping expectations for companies tied to production, distribution, and infrastructure, while also testing rate sensitive sectors that depend heavily on fuel and global trade. This article walks through 3 stocks from the Energy Sector Stocks screener that appear...

Hercules Capital stock has returned 65.3% over the past 5 years. Yet today it trades at US$16.17, while the Excess Returns intrinsic value estimate and earnings-based multiples both point to an undervalued profile, raising the question of how much of that longer-term gain is backed by current fundamentals. The 65.3% return over 5 years suggests Hercules Capital has rewarded patient shareholders, so the key issue is whether the current valuation still leaves a margin of safety. The recent...

IQVIA Holdings (NYSE:IQV) executive Dr. Cynthia Verst testified before a U.S. House congressional subcommittee on modernizing early clinical development in the United States. The testimony focused on recommendations to improve regulatory engagement, research infrastructure, and the path from discovery to first in human studies. IQVIA Holdings, through its contract research and data analytics operations, sits close to the early stages of drug and device development. Dr. Verst’s appearance in...

Western Digital (WDC) is back in the spotlight after fresh reports of renewed merger talks with Japan based Kioxia, focusing on a possible combination of their flash memory assets through a share based deal or spin off. See our latest analysis for Western Digital. Western Digital's share price has been volatile around the merger headlines, with the stock down 33% over the past month and 18% over the past week, yet still showing a 28% 90 day share price return and a very large 1 year total...

ChangXin Memory Technologies (CXMT) has filed for an $8.6b IPO, aiming to scale its DRAM manufacturing capacity. The move raises concerns about future DRAM supply and pricing pressure in Micron Technology's core markets. Micron shares have reacted sharply, with the stock down 13.3% over the past week and 18.6% over the past month. Micron Technology, ticker NasdaqGS:MU, now sits at a share price of $848.95 after a very large 1 year return and a multi year run that has produced gains of more...

Zoom Communications (ZM) recently introduced its standalone Zoom Virtual Agent Receptionist, an AI-powered front desk that works with existing phone systems, sparking fresh attention on how this product shift might affect the stock. See our latest analysis for Zoom Communications. The recent standalone launch of Zoom Virtual Agent Receptionist has arrived alongside building momentum in the stock, with a 30 day share price return of 4.28% and a year to date share price return of 9.37%. The 1...

3M (MMM) is back in focus after announcing a partnership with Microsoft that ties its Expanded Beam Optical data center technology to Azure and brings Microsoft’s AI tools into 3M’s own operations. See our latest analysis for 3M. 3M’s latest AI partnership comes after a mixed share price pattern, with the stock easing 1.2% over the past day but posting a 3.4% 90 day share price return and a 1 year total shareholder return of 6.3%, alongside a very large 3 year total shareholder return above...

Recently, Curbline Properties (CURB) received a Momentum Style Score of B and a Zacks Rank of #2, supported by analysts raising earnings estimates for the current and next fiscal years. This combination of upgraded projections and momentum ratings points to strengthening analyst confidence in Curbline’s operating trajectory relative to its retail REIT peers. Next, we’ll examine how these earnings estimate revisions could influence Curbline’s acquisition-led growth narrative and expectations...

Nexans (ENXTPA:NEX) has drawn investor attention after signing a five year agreement with Norsk Hydro for about 85,000 tonnes of low carbon aluminium wire rod, securing key input for its European power cable operations. See our latest analysis for Nexans. The Norsk Hydro agreement lands after a mixed period for Nexans, with the share price up 5.46% year to date but down 11.63% over 30 days, while the 1 year total shareholder return of 19.49% and 3 year total shareholder return of 78.84%...

With inflation readings mixed across regions, central bank expectations in flux and bond yields shifting, many investors are looking for stocks where underlying cash generation matters more than short term sentiment. The Undervalued Stocks Based On Cash Flows screener focuses on companies that SWS DCF valuation flags as trading below estimated fair value, while still showing promising cash flow potential. That combination can appeal if you want valuation support and real business cash behind...

In Q1 2026, Nucor reported record quarterly shipments of 7 million tons and raised its quarterly dividend to US$0.56 per share, alongside guidance for earnings and cash flow to trend significantly higher than 2025. This combination of record volumes, a higher dividend and expectations for volume growth well above the earlier 5% target highlights management’s confidence in sustained demand and the company’s capacity to convert that into cash returns for shareholders. Next, we’ll examine how...

H2O America stock has delivered a 34.6% return over the past year, yet the valuation checks currently point to the shares trading at a premium rather than offering clear value. Over the last 12 months, H2O America has returned 34.6%. This puts recent share price enthusiasm in focus against what the fundamentals suggest investors are paying. The long term investment case can be supported if H2O America continues to convert earnings into reliable dividends, while any pressure on cash flows or...

Pitney Bowes recently highlighted its higher-than-industry dividend yield, lifting its annualized payout to US$0.10 per share, with a 33.3% increase from last year supported by a low payout ratio and an improving earnings outlook. At the same time, the company’s pivot toward higher-growth, technology-enabled logistics and SaaS shipping services is adding weight to expectations that its evolving business mix can underpin both income and operational resilience. We’ll now examine how Pitney...

After roughly doubling over the past five years, ePlus stock now sits at a level where the Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares trade at a premium. Broader valuation checks point to a more mixed picture rather than a clear warning sign. ePlus has returned about 102% over the past five years, so the stock is no longer an obvious bargain based purely on its recent track record. Strong recent momentum in the IT distribution and solutions business can support...

Microsoft (NasdaqGS:MSFT) and 3M announce a partnership focused on global AI infrastructure and enterprise transformation. DTCC begins a live tokenization pilot that includes Microsoft stock among the assets being tested on blockchain rails. Regulators increase scrutiny of Microsoft, including antitrust concerns and a moratorium on large data centers in New York. For investors tracking Microsoft, these developments touch core pieces of the company’s business model, from cloud and AI...

RPC (RES) amended and restated its revolving credit agreement, extending the facility to 2031 and removing a SOFR pricing adjustment, a move that directly affects liquidity access and borrowing costs. See our latest analysis for RPC. At a share price of $5.91, RPC has seen a 1-day share price return of 1.20% and a 7-day share price return of 4.60%. Over longer periods, the 30 day share price return is down 11.13% and the 90 day share price return is down 9.49%. The 1 year total shareholder...

Europris ASA has released its second-quarter and first-half 2026 results, showing second-quarter sales of NOK 3,694.02 million and net income of NOK 244.7 million, alongside first-half sales of NOK 6,993.76 million and net income of NOK 248.99 million. While quarterly revenue and profit eased year-on-year, the first half saw higher sales and earnings per share, highlighting a contrasting short-term and year-to-date performance. We’ll now examine how this mix of weaker quarterly results and...

In early July 2026, Aris Mining Corporation reported unaudited second‑quarter gold production of 73.7 koz and gold sales of 72.1 koz at an average realized price of about US$4,445 per ounce, generating roughly US$320 million in Q2 gold revenue and over US$680 million for the first half of 2026. Alongside this strong operational performance, fresh exploration success next to Aris Mining’s Segovia operations has drawn attention to how higher recent output might influence views on its long-term...

Zoetis Inc. recently launched Lenivia, a long-acting NGF-targeting monoclonal antibody for canine osteoarthritis pain in Canada and the EU, and secured European Commission approval for its Poulvac Procerta HVT-ND poultry vaccine, while facing new securities class action lawsuits over alleged disclosure issues in its Companion Animal segment. The combination of expanding its pain and vaccine portfolios and intensifying legal scrutiny underscores the tension between Zoetis’ innovation efforts...

KeyCorp (KEY) is back on income investors’ radar after the board affirmed third quarter 2026 dividends on both common and multiple preferred series, alongside a recent Moody’s upgrade and steady earnings expectations. See our latest analysis for KeyCorp. At a share price of $23.55, KeyCorp has had a 30 day share price return of 4.20% and a year to date share price return of 12.25%. Its 1 year and 3 year total shareholder returns of 32.68% and 140.50% suggest that dividend income and...

EU regulators required Google to open parts of the Android operating system and anonymized search data to rival AI providers under the Digital Markets Act. The new rules target Google’s position in mobile and search based services across the EU market. At the same time, Alphabet reported significant delays to the rollout of its Gemini 3.5 Pro AI model. The combination of regulatory change and AI product delays raises fresh questions about Alphabet’s competitive position, particularly for...

Hakuhodo DY Holdings (TSE:2433) drew investor attention after its board approved the disposal of 275,950 treasury shares as restricted stock compensation for directors and officers at ¥1,222 per share. See our latest analysis for Hakuhodo DY Holdings. The restricted stock plan lands at a time when Hakuhodo DY Holdings' short term momentum has been positive, with a 30 day share price return of 12.91% and a 90 day share price return of 16.38%. However, the 5 year total shareholder return is...