NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Is It Too Late To Consider Ondas Holdings (ONDS) After Its Recent Share Price Surge

If you are wondering whether Ondas Holdings at US$13.69 still offers value after its run, you are not alone. The stock’s recent history gives plenty to think about. The share price moves have been sharp, with returns of 24.2% over the last week, 64.4% over the last month and a very large gain over the last year, which naturally raises questions about risk and sustainability. These moves have been playing out against a backdrop of ongoing interest in the company’s technology and growth story,...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Will Broadcom’s (AVGO) New AI‑Ready Wi‑Fi 8 Platform and Debt Raise Reshape Its AI Narrative?

Earlier this week, Broadcom Inc. announced its next-generation BCM4918 accelerated processing unit and new dual-band Wi‑Fi 8 chips, aiming to unify high-performance computing, networking, AI acceleration, and energy-efficient wireless connectivity for AI-enabled homes. At the same time, Broadcom completed several fixed-rate senior unsecured note issuances totaling about US$4.49 billion, potentially giving it added financial flexibility to support expanding AI chip demand and product...
NYSE:MAC
NYSE:MACRetail REITs

Macerich (MAC) Valuation Check As Mall Redevelopment Gains Attention And Debt Risks Linger

Why Macerich’s mall reinvention is back on investors’ radar Macerich (MAC) is back in focus as investors weigh its push to convert traditional malls into mixed-use centers, alongside ongoing questions around high debt, refinancing needs, and how consumers might respond to these redeveloped properties. See our latest analysis for Macerich. While the share price has eased slightly in the very short term, Macerich’s 90 day share price return of 11.1% and 3 year total shareholder return of 67%...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is T. Rowe Price's Expanding Deal Footprint Quietly Recasting Its Core Identity as an Asset Manager (TROW)?

T. Rowe Price Group recently drew renewed attention as a steady, dividend-focused asset manager, while analysts projected its fiscal 2025 fourth-quarter diluted earnings at US$2.47 per share, reflecting double-digit profit growth compared with the prior year. At the same time, the firm has been expanding its footprint through initiatives such as backing advanced manufacturing start-up Hadrian and engaging in Venezuelan debt restructuring talks, underscoring its reach across both public and...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Is Surging Options Activity Making Century Aluminum (CENX) a Pure Macro Sentiment Trade?

In recent days, Century Aluminum has experienced sharp volatility as global metals markets react to swings in aluminum prices, energy costs, and evolving U.S. industrial policies. Unusually heavy and divided options activity from large investors highlights how shifting institutional sentiment is amplifying the company’s sensitivity to these broader market forces. We’ll now examine how this heightened institutional options activity and macro-driven volatility could reshape Century...
NasdaqGM:NB
NasdaqGM:NBMetals and Mining

Is NioCorp (NB) Turning U.S. Critical Minerals Policy Support Into a Durable Strategic Advantage?

In recent days, Freedom Capital Markets initiated coverage of NioCorp Developments Ltd., highlighting U.S. government support for rare-earth mining and the company’s high-quality deposits, production capabilities, and offtake contracts. This combination of policy backing and resource quality helps frame NioCorp as a potential beneficiary of efforts to strengthen domestic critical minerals supply chains. Next, we’ll examine how this new analyst coverage and its focus on U.S. government...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Is It Time To Reassess Okta (OKTA) After Recent Cybersecurity Sentiment Shift?

If you are wondering whether Okta's share price reflects its true worth today, you are not alone. This article will help you frame that question clearly before you make any decisions. Okta shares last closed at US$92.23, with returns of 10.3% over the past week, 2.7% over the past month, 10.3% year to date and 9.3% over the last year, while the 3 year return stands at 32.2% and the 5 year return at a 63.5% decline. Recent headlines around Okta have focused on its role in identity and access...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

A Look At Exelixis (EXEL) Valuation After Zanzalintinib Phase 3 Success And New STELLAR-316 Trial

Exelixis (EXEL) is back in focus after reporting strong phase 3 data for zanzalintinib in metastatic colorectal cancer, alongside launching the Natera partnership for the planned STELLAR-316 pivotal trial in earlier stage disease. See our latest analysis for Exelixis. The recent phase 3 readout for zanzalintinib and the planned STELLAR-316 trial come after a strong run in the shares, with a 90 day share price return of 15.44% and a 1 year total shareholder return of 22.27%. The 3 year total...
NYSE:CMC
NYSE:CMCMetals and Mining

Commercial Metals Q4 EPS Strength Challenges Bearish Margin Narrative For CMC

Commercial Metals (CMC) has just posted its Q1 2026 results, with Q4 2025 revenue at US$2.1 billion and basic EPS of US$1.36, setting the tone for how the new fiscal year is starting to shape up. Over recent quarters the company has seen revenue move from US$2.0 billion in Q3 2025 to US$2.1 billion in Q4 2025, while basic EPS shifted from US$0.74 to US$1.36, giving investors fresh numbers to weigh against a mixed earnings backdrop. With trailing 12 month profit margins under pressure and a...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

What AnaptysBio (ANAB)'s Royalty Spin-Off Plan Means For Shareholders

AnaptysBio recently filed a partial motion to dismiss Tesaro’s anticipatory breach of contract claim in Delaware Chancery Court, while a trial covering all remaining issues in their collaboration dispute is scheduled for July 14–17, 2026. The company has also announced plans to separate its biopharma operations from its sizeable royalty assets by the end of 2026, signaling a potential shift in how investors assess its underlying business drivers. We will now examine how AnaptysBio’s plan to...
NasdaqGM:SIGA
NasdaqGM:SIGAPharmaceuticals

Assessing SIGA Technologies (SIGA) Valuation As Biodefense Strength Draws Renewed Investor Attention

Why SIGA is back on investors’ radar SIGA Technologies (SIGA) is drawing fresh attention after recent coverage highlighted its TPOXX smallpox antiviral, consistent profitability, and solid balance sheet, even as major new contract or regulatory announcements remain quiet. See our latest analysis for SIGA Technologies. At a share price of US$6.77, SIGA has seen a 10.8% 7 day share price return and an 8.3% 30 day share price return, while its 1 year total shareholder return of 19.1% points to...
NYSE:PR
NYSE:PROil and Gas

Will Permian Resources' New Shelf Filings and Insider Sales Reshape PR's Ownership-Driven Investment Narrative?

In early January 2026, Permian Resources Corporation filed new universal shelf registrations covering Class A common stock, preferred stock and warrants, while also closing several prior employee stock ownership plan (ESOP) related shelves and withdrawing a 2024 omnibus shelf. Alongside these filings, the company completed a corporate reorganization and saw multiple senior executives sell shares, some to cover tax obligations from vested performance stock, reshaping its capital structure and...
NYSE:DGX
NYSE:DGXHealthcare

Does Quest’s Deeper Corewell Tie-Up Reshape Its Hospital Lab Strategy And Investment Case (DGX)?

Corewell Health and Quest Diagnostics recently completed their Diagnostic Lab of Michigan joint venture, giving Quest 51% ownership and extending its Collaborative Lab Solutions across 21 Corewell hospitals, with a new facility planned for early 2027. This majority-owned partnership meaningfully deepens Quest’s hospital footprint in Michigan, potentially reinforcing its role as an outsourced lab partner for large health systems. We’ll now examine how this expanded Corewell partnership, and...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

How Investors May Respond To Snap (SNAP) Dash Social Tie-Up And Earnings Beat

In recent days, Dash Social announced a partnership making it an Official Snapchat Partner, allowing brands to publish directly to Snapchat and access real-time, API-sourced analytics, while Snap also reported quarterly results that exceeded analyst expectations and issued strong guidance for the following quarter. Together with the appointment of technology executive Matthew McRae to Snap’s board and CEO Evan Spiegel’s pre-planned share sale of about US$10,000,000, these developments...
NYSE:FUL
NYSE:FULChemicals

Is H.B. Fuller (FUL) Quietly Rewriting Its Capital Efficiency Story With Higher ROCE And Reinvestment?

In recent years, H.B. Fuller’s return on capital employed has risen to 8.3%, while the capital base expanded by 27%, highlighting stronger operational efficiency and reinvestment. This combination of higher returns and greater capital employed suggests the company is finding more productive ways to reinvest internally, which may not yet be fully appreciated in the market. We’ll now explore how H.B. Fuller’s improving return on capital employed reshapes its existing investment narrative and...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Assessing Clover Health Investments (CLOV) Valuation After CEO Insider Share Sale Pattern

On January 7, 2026, Jamie Reynoso, CEO of Medicare Advantage at Clover Health Investments (CLOV), sold 2,102 shares, adding to a wider pattern of insider selling that some investors may want to watch. See our latest analysis for Clover Health Investments. Clover Health Investments’ share price, which last closed at US$2.53, has seen a 7.7% 7 day share price return and a 5.0% year to date share price return. Its 1 year total shareholder return reflects a 30.5% loss, suggesting recent momentum...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Is Rocket Lab (RKLB) Share Surge Justified By Current Valuation Metrics

If you are wondering whether Rocket Lab's current share price reflects its true worth, this article walks through what the numbers actually say about value. Rocket Lab's share price recently closed at US$83.08, with returns of 19.1% over 7 days, 55.5% over 30 days, 9.3% year to date and 203.7% over 1 year, and a very large return over 3 and 5 years. These sharp moves have kept Rocket Lab on many investors' watchlists, as the stock reacts to ongoing developments around its business and...
NYSE:CNC
NYSE:CNCHealthcare

Is Centene (CNC) Pricing Reflect Its Value After Recent Share Price Swings

If you are wondering whether Centene's current share price reflects its underlying value, you are not alone. This article will help you frame that question clearly. Centene's stock recently closed at US$46.92, with returns of 14.0% over 7 days, 23.2% over 30 days, 12.3% year to date, but with a 25.7% decline over 1 year, a 40.0% decline over 3 years, and a 27.8% decline over 5 years. These mixed return figures have put renewed attention on how the market is currently assessing managed care...
NYSE:HAL
NYSE:HALEnergy Services

Is Halliburton (HAL) Pricing Look Attractive After Recent Share Price Gains?

If you are wondering whether Halliburton’s current share price lines up with its underlying worth, this breakdown will help you see how the numbers stack up. Halliburton shares last closed at US$32.63, with returns of 10.2% over the past week, 12.4% over the last 30 days, 10.2% year to date and 24.6% over the past year, while the 3 year return is an 18.1% decline and the 5 year return is 72.2%. Recent news flow around Halliburton has continued to focus on its role as a major U.S. oilfield...
NYSE:KNX
NYSE:KNXTransportation

Does Knight-Swift (KNX)ʼs New General Counsel Appointment Reveal a Shift in Its Risk Strategy?

Knight-Swift Transportation Holdings Inc. has appointed Soumit Roy as executive vice president, General Counsel and Corporate Secretary, effective December 31, 2025, following the retirement of Todd Carlson. The leadership change in the legal and governance function comes as analysts highlight Knight-Swift’s scale, efficiency focus, and exposure to a potential truckload recovery, underscoring the importance of execution and risk management. With analysts increasingly optimistic about a...
NYSE:STC
NYSE:STCInsurance

A Look At Stewart Information Services (STC) Valuation As Shares Show Mixed Recent Returns

Why Stewart Information Services is on investors’ radar With Stewart Information Services (STC) posting annual revenue of US$2,796.513 million and net income of US$101.999 million, investors are weighing how this scale of earnings power lines up with recent share price moves. See our latest analysis for Stewart Information Services. At a share price of US$68.15, Stewart Information Services has experienced short term pressure, with a 1 month share price return of 5.92% and a year to date...
NYSE:TMHC
NYSE:TMHCConsumer Durables

A Look At Taylor Morrison Home (TMHC) Valuation After Eleventh Straight Most Trusted Builder Award

Taylor Morrison Home (TMHC) has just been named America's Most Trusted Home Builder for the eleventh straight year, with its 2026 Net Trust Score improving 5.6 points from 2025. For shareholders, that recognition raises fresh questions about how the company's current valuation lines up with its brand strength and recent share performance. See our latest analysis for Taylor Morrison Home. The trust award comes at a time when Taylor Morrison Home's share price has been relatively firm. A 1-day...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Is Lumentum Holdings (LITE) Pricing In Too Much After Recent Volatility?

If you are wondering whether Lumentum Holdings still offers good value after its recent strong performance, or if the price has already moved ahead of the underlying story, this article walks through what the current share price might be implying. The stock has pulled back recently, with a 5.5% decline over the last week and a 3.3% decline over the last month. It still shows a 9.8% decline year to date, alongside very large 1 year and multi year returns that may catch your eye. Recent...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

Assessing BioCryst Pharmaceuticals (BCRX) Valuation After Recent Share Price Volatility

BioCryst Pharmaceuticals (BCRX) has drawn investor attention after recent share price moves, with the stock last closing at US$7.62. For a rare disease focused biotech, that puts current performance and ongoing drug development firmly in focus. See our latest analysis for BioCryst Pharmaceuticals. Recent trading has been a bit choppy, with a 1 day share price return of a 3.79% decline and a 7 day share price return of a 2.31% decline, while the 90 day share price return of 5.54% contrasts...