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Wondering if Dell Technologies is still a smart buy after its massive run, or if most of the upside is already priced in? You are not alone. That is exactly what we are going to unpack here. Even after a huge multi year climb, with the stock up 243.4% over 3 years and 304.2% over 5 years, recent moves have been more mixed, with a 1.7% gain over the last week, a 5.8% pullback over the last month, an 18.6% gain year to date, and a 20.5% gain over the last year. These swings are happening...

Southern Inc.’s subsidiary Georgia Power recently announced major grid investments across several Georgia counties, including the Ashley Park–Wansley 500 kV transmission line under its new 10-year plan, aimed at improving reliability and meeting rising regional electricity demand. These long-dated transmission upgrades highlight how Southern is tying capital spending directly to Georgia’s growth corridors, potentially reinforcing the company’s regulated asset base over time. We’ll now...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

If you are wondering whether OneStream at $18.38 is a bargain or a value trap, you are not alone. This breakdown is intended to help you evaluate it with more confidence. The stock is down 0.9% over the last week, 22.6% over the past month, and 35.0% year to date, extending a tough 41.6% slide over the past year that has reset expectations and risk perceptions. Recently, investors have been digesting a wave of commentary around high growth software names, with shifting sentiment on how much...

With its stock down 14% over the past three months, it is easy to disregard Samsung E&A (KRX:028050). But if you pay...

Tyra Biosciences recently strengthened its leadership team by appointing Bhavesh Ashar as Chief Operating Officer and Heather Faulds as Chief Regulatory Officer, both bringing extensive oncology and regulatory experience from major biopharma companies. Their track records in securing approvals for complex medicines and launching rare oncology products could be particularly important as Tyra advances oral dabogratinib through global Phase 2 studies. With these leadership changes in place,...

At its November 26, 2025 AGM, Lynas Rare Earths approved the election of Kathleen Bozanic as a director, while investors weighed operational disruption headlines and an index profile change that sharpened focus on supply chain reliability. These developments, alongside fresh scrutiny of rare earth pricing assumptions and insider share sales for tax purposes, highlight how governance, operations, and market expectations are converging to reshape views on Lynas’s role in critical mineral...

If you are wondering whether Medtronic remains a solid value play after its recent run, or if the easy money has already been made, you are in the right place. Despite a soft patch over the last week, with the share price down around 2.3%, the stock is still up roughly 7.5% over the past month and about 24% both year to date and over the last year. That performance has investors rethinking its upside and risk profile. Recent headlines have focused on Medtronic doubling down on high growth...

Elevra Lithium, formed from Sayona Mining’s acquisition of Piedmont Lithium, recently reported record production at its North American Lithium mine and outlined a brownfield expansion aimed at lifting output and lowering operating costs. The expiry and cessation of nearly 14,900 unexercised options subtly reshapes Elevra Lithium’s capital structure, highlighting management’s focus on operational performance over equity dilution. With those developments in mind, we’ll explore how record North...

Wondering if American Eagle Outfitters is still good value after its latest run, or if you are late to the party? This breakdown will walk through what the numbers are really saying about the stock. The share price has climbed to around $23.91, with gains of 14.8% over the last week, 39.8% over the past month, and more than 40% over the last year. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been supported by stronger...

Wondering if Tower Semiconductor is still a buy after its huge run, or if the easy money has already been made? You are not the only one trying to figure out whether the current price reflects its real value. The stock has surged recently, up 6.9% over the last week, 26.4% over the last month, and an eye catching 140.5% year to date, with a massive 391.7% gain over the past five years reshaping expectations and risk perceptions. These moves have been helped by continuing optimism around...

Samsara (IOT) just checked several big boxes in one go, posting faster revenue growth, a move into profitability, and higher guidance that leans into strong demand for its fleet and equipment monitoring platform. See our latest analysis for Samsara. The market seems to be waking back up to that story, with a 7 day share price return of 12.25% and 90 day share price return of 13.18% even as 1 year total shareholder return is still negative. This suggests renewed momentum after a volatile...

Diginex (NasdaqCM:DGNX) has released a half-year update that combines rapid growth with ongoing losses, as revenue increased to about 2 million dollars while net loss widened to nearly 6 million dollars. See our latest analysis for Diginex. The half year of rapid revenue growth and M&A has been mirrored in the market, with the share price now at 9.58 dollars and a year to date share price return of 921.87 percent. This comes even after a sharp 30 day share price pullback of 45.19 percent,...

Mitsui (TSE:8031) has quietly pushed higher, with the share price up about 7% over the past month and nearly 19% in the past 3 months, rewarding patient long term holders. See our latest analysis for Mitsui. Those recent gains sit on top of a much stronger backdrop, with a year to date share price return above 30% and a three year total shareholder return over 130% signaling solid, building momentum rather than a short lived bounce. If Mitsui’s run has you thinking more broadly about Japanese...

D1 Capital Partners just made a big statement on Flowserve (FLS), lifting its stake to roughly 7.5 million shares after third quarter results showed better margins, stronger cash generation, and a tilt toward stickier aftermarket revenue. See our latest analysis for Flowserve. That conviction from D1 comes as Flowserve’s share price has climbed to $72.46, with a strong 90 day share price return of 27.89 percent and a powerful three year total shareholder return of 146.97 percent, suggesting...

First Majestic Silver Corp. recently closed a private placement of US$300 million in 0.125% unsecured convertible senior notes due 2031, plus an additional US$50 million from the over-allotment option, and will use part of the proceeds to repurchase about US$174.7 million of its 2027 convertible notes. This refinancing lowers near-term debt maturities while introducing potential future share dilution through the new conversion feature, reshaping the company’s capital structure and financial...

Welltower (WELL) is drawing added attention after reporting more than 20% year-over-year growth in normalized FFO and roughly 15% same-store NOI, driven by stronger senior housing demand and improved occupancy. See our latest analysis for Welltower. Despite a softer 1 day share price return of negative 2.53 percent and a 7 day share price return of negative 3.03 percent, investors have enjoyed a 90 day share price return of 16.22 percent and a powerful year to date share price return of 56.99...

Piedmont Realty Trust (PDM) just reported signing more than 475,000 square feet of leases in the current quarter, pushing year to date activity to roughly 2.3 million square feet and signaling a potentially record leasing year. See our latest analysis for Piedmont Realty Trust. Even with this record leasing momentum, Piedmont’s share price, at about $8.27, still reflects a weak year to date share price return. At the same time, its three year total shareholder return remains modestly...

MINISO Group Holding (NYSE:MNSO) just doubled down on its trendy toy playbook by opening a dedicated collectible toy store on Milan's Corso Buenos Aires and unveiling flagship MINISO LAND Sydney, both built around immersive IP driven experiences. See our latest analysis for MINISO Group Holding. These flashy openings land at a tricky moment for investors, with MINISO’s 30 day share price return of negative 9.35 percent and year to date share price return of negative 21.9 percent contrasting...

American Electric Power Company (AEP) has quietly outpaced the broader utilities sector this year, and that steady climb has investors asking whether the recent pullback is a chance to buy rather than bail. See our latest analysis for American Electric Power Company. At around $116.07 per share, AEP’s solid year to date share price return of 26.25 percent and strong 1 year total shareholder return of 28.29 percent suggest steady, income focused momentum rather than a speculative surge. If...

Skanska announced it has secured two additional contracts with a repeat client to build and complete a large data center in Virginia, USA, worth a combined US$368 million (about SEK 3.68 billion), to be booked in its US order intake for the fourth quarter of 2025. These projects deepen Skanska’s role in fast-growing digital infrastructure construction, extending its US data center workload well into 2027 and reinforcing visibility in its order backlog. We’ll now examine how this expanded US...

In early December 2025, Blend Labs outlined at the Wells Fargo 9th Annual TMT Summit how it is concentrating on core software, integrating AI to speed up mortgage processing, and expanding its Rapid Suite, following a shift away from non-core operations and a move to non-GAAP operating profitability. The company also revealed plans for its new Rapid Home Equity product, which it expects will significantly increase revenue earned per loan unit, while recent insider share purchases and...

Ferrari (BIT:RACE) has been under pressure lately, caught between a tough first F1 season with Lewis Hamilton and a downgrade that questioned its slower growth path. Yet, the long term story has barely changed. See our latest analysis for Ferrari. The share price tells that story too, with a roughly 7.7% one-month share price return and about a 20% share price pullback year to date, cooling momentum even as the three-year total shareholder return of around 56% remains robust. If you are...

Renault (ENXTPA:RNO) has quietly bounced around 5 % over the past week, even though the shares are still down sharply this year. This invites a closer look at whether the current price reflects its fundamentals. See our latest analysis for Renault. The recent 7 day share price return of 5.46 percent, on top of a 7.31 percent 30 day share price gain, suggests momentum is tentatively rebuilding even though the year to date share price return remains negative and the 1 year total shareholder...