NYSE:SNOW
NYSE:SNOWIT

Assessing Snowflake’s Rich Valuation After Strong 2025 Rally and AI Expansion Plans

Many investors are wondering whether Snowflake is still worth buying at today’s price, or if most of the upside is already baked in. That is exactly what we are going to unpack. Despite a choppy few weeks, with the stock down 0.9% over 7 days and 14.2% over 30 days, it is still up 40.1% year to date and 29.1% over the last year. This reminds investors that volatility has come alongside strong multi year gains. Recent headlines have focused on Snowflake’s continued push to position itself at...
NYSE:MAA
NYSE:MAAResidential REITs

Assessing Mid-America Apartment Communities (MAA) Valuation After a Year-to-Date Share Price Decline

Mid-America Apartment Communities (MAA) has quietly outperformed the broader REIT space over the past week, even as the stock is still down double digits this year. This makes its recent drift higher worth a closer look. See our latest analysis for Mid-America Apartment Communities. The recent 7 day share price return of 2.05 percent and 1 month share price return of 1.72 percent sit against a year to date share price decline of 12.65 percent. However, the 5 year total shareholder return of...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Orelabrutinib’s SLE Phase 2b Success Could Be A Game Changer For Zenas BioPharma (ZBIO)

InnoCare Pharma recently reported that orelabrutinib met the primary endpoint in a Phase 2b trial for systemic lupus erythematosus (SLE), and China’s Center for Drug Evaluation has cleared a Phase 3 registrational study. Because Zenas BioPharma holds exclusive rights to develop and commercialize orelabrutinib in multiple sclerosis globally and in non-oncology indications outside Greater China and Southeast Asia, this progress in SLE materially enhances the drug’s profile across its broader...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Does Udemy’s AI Microlearning Push In Korea With LG CNS Transform The Bull Case For UDMY?

Earlier this month, Udemy announced a new AI-powered microlearning experience and a partnership with LG CNS that brings its AI learning platform to more than 500 Korean enterprises via LG CNS’s AX Platform. Together, these moves highlight how Udemy is using AI to reshape course delivery while tapping Korea’s innovation-focused corporate sector to deepen its enterprise footprint across Asia-Pacific. We’ll now look at how Udemy’s AI-driven microlearning rollout, especially its LG CNS...
NYSE:BUR
NYSE:BURDiversified Financial

Assessing Burford Capital (NYSE:BUR) Valuation After Strong Q3 Growth in Commitments, Portfolio, and Deployments

Burford Capital (NYSE:BUR) just delivered an eventful Q3 update, with management flagging more than 50% growth in definitive commitments, 15% portfolio expansion year to date, and a 61% jump in deployments. See our latest analysis for Burford Capital. Even with that operational momentum, the share price tells a more cautious story, with a roughly 6.4% 1 month share price return but a sharp 29% year to date share price decline and a mixed longer term total shareholder return profile. If this...
NYSE:SPGI
NYSE:SPGICapital Markets

Is S&P Global Still Attractive Near $500 After Years of Strong Share Price Gains

Wondering if S&P Global is still worth buying at nearly $500 a share, or if most of the upside is already priced in? This article will unpack what the current share price is really implying about future growth and risk. The stock has inched up 1.9% over the last week and 1.2% over the past month, while longer term returns of 54.3% over three years and 63.4% over five years show why many investors already see it as a compounder. Recent attention has focused on S&P Global's ongoing role in...
NYSE:XPO
NYSE:XPOTransportation

What XPO (XPO)'s CEO-Chairman Power Shift Means For Shareholders

XPO, Inc. announced that founder Brad Jacobs stepped down as Executive Chairman of the Board on December 31, 2025, moving into a Special Advisor role through June 30, 2026, while CEO Mario Harik assumed the additional position of Chairman. This consolidation of leadership under Harik, who has led XPO since 2022, signals an emphasis on continuity of strategy and long-term value creation as Jacobs shifts his focus to building products startup QXO and his private equity activities. Next, we’ll...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Reassessing Datadog (DDOG) Valuation After Recent Share Price Weakness

Datadog (DDOG) has been under pressure lately, with the stock sliding about 24% over the past month even as revenue grew roughly 17% and net income climbed more than 34% year over year. See our latest analysis for Datadog. That steep 30 day share price return of minus 24.3 percent has taken the stock back near where it started the year, despite a slightly positive 90 day share price return and a still impressive three year total shareholder return of 84.3 percent. This suggests momentum has...
NYSE:GOLF
NYSE:GOLFLeisure

How Acushnet’s US$500 Million Debt Deal and Insider Sale Will Impact Acushnet Holdings (GOLF) Investors

In recent months, Acushnet Holdings completed a US$500 million senior notes offering due 2033 at a 5.625% interest rate, while FootJoy President Christopher Aaron Lindner sold 6,500 company shares. This combination of balance-sheet optimization and insider selling, alongside fresh analyst commentary after the latest quarterly results, has sharpened investor focus on Acushnet’s longer-term outlook. We’ll now examine how the US$500 million senior notes issuance could influence Acushnet’s...
NYSE:NWN
NYSE:NWNGas Utilities

How Investors May Respond To Northwest Natural Holding (NWN) Long-Dated Bond Issuance And Governance Transition

Earlier this week, Northwest Natural Holding Company announced two fixed-rate, callable mortgage bond offerings totaling US$200,000,000, including 5.90% notes due 2055 and 5.13% notes due 2036. Together with an upcoming transition in the General Counsel role, these long-dated bond issues highlight how Northwest Natural is reshaping its funding mix and governance bench for the long term. Next, we’ll examine how this US$200,000,000 long-term debt raise could influence Northwest Natural...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex (CGNX): Rethinking Valuation After Goldman’s Rare Double Upgrade From Sell Directly to Buy

Cognex (CGNX) grabbed attention after Goldman Sachs issued a rare double upgrade, shifting its rating straight from Sell to Buy and sending the stock up about 5% in afternoon trading. See our latest analysis for Cognex. The 5.83% 1 day share price return to $36.83 stands out against a still cautious backdrop, with the 90 day share price return of minus 16.45% and 5 year total shareholder return of minus 52.82% suggesting sentiment may only just be turning. If Cognex’s move has you rethinking...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

The Bull Case For Power Solutions International (PSIX) Could Change Following Fresh Scrutiny Of AI-Driven Data Center Push

In 2025, Power Solutions International drew fresh attention as it rode AI-driven demand for data center power systems while facing scrutiny over its accounting practices. Despite these concerns, the company’s strong balance sheet and high insider ownership, alongside new equity awards to director Hong He, have sharpened investor focus on its longer-term AI-related growth potential. Next, we’ll examine how these accounting questions alongside AI-fueled demand for data center power systems...
NYSE:KW
NYSE:KWReal Estate

The Bull Case For Kennedy-Wilson Holdings (KW) Could Change Following Harborside 8 Financing Role - Learn Why

Earlier in 2025, JLL’s Capital Markets group arranged US$306 million in senior non-recourse construction financing and US$78 million in preferred equity for the 678-unit Harborside 8 luxury waterfront multifamily project in Jersey City, with Kennedy-Wilson providing the floating-rate senior loan. This financing deepens Kennedy-Wilson’s partnership with the development team and underscores its focus on large-scale, higher-end rental housing projects in growth corridors. We’ll now examine how...
NYSE:MUR
NYSE:MUROil and Gas

Murphy Oil (MUR): Revisiting Valuation After a Quiet Multi‑Month Share Price Grind Higher

Murphy Oil (MUR) has been quietly grinding higher over the past few months, and that recent strength has some investors revisiting the stock as a longer term energy play. See our latest analysis for Murphy Oil. Over the past year Murphy’s 12.25% total shareholder return has been driven by a strong 90 day share price return of 16.01%. This suggests momentum is building again even after the latest pullback. If Murphy’s recent run has caught your attention, this could be a good moment to see...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Alleged Misstatements On Infant Formula Unit Might Change The Case For Investing In Perrigo (PRGO)

Bernstein Liebhard LLP and Levi & Korsinsky LLP have filed securities class action lawsuits against Perrigo Company plc, alleging that the company misrepresented the condition and investment needs of its Nestlé-acquired infant formula business, including undisclosed manufacturing deficiencies and required capital expenditures. The complaints claim Perrigo’s past disclosures led investors to overestimate the infant formula unit’s operational health and profitability, raising fresh questions...
NYSE:INGM
NYSE:INGMElectronic

Ingram Micro Holding (INGM): Valuation Check After Dual 2025 AWS Global Distributor Partner Awards

Ingram Micro Holding (INGM) just picked up two major 2025 AWS Partner Awards, including Global Distributor Partner of the Year, putting a fresh spotlight on how its cloud ecosystem clout might influence its future growth. See our latest analysis for Ingram Micro Holding. Despite a recent downgrade driven dip, Ingram Micro Holding's $21.84 share price sits on a solid footing, with a 9.42 percent 1 month share price return and 5.91 percent 1 year total shareholder return suggesting momentum is...
NYSE:APH
NYSE:APHElectronic

Amphenol (APH) Boosts Dividend and AI Exposure Is Its Connectivity Strategy Entering a New Phase?

Amphenol recently reported record quarterly sales that far exceeded its own guidance, lifted its quarterly dividend by 52% to US$0.25 per share, and advanced two major connectivity acquisitions, including Trexon and CommScope’s Connectivity and Cable Solutions business. Together, stronger cash returns to shareholders, expanding data center and AI infrastructure exposure, and a broader high-reliability portfolio in areas like defense technology reshape how investors may view Amphenol’s...
NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

SBA Communications (SBAC): Revisiting Valuation After Recent Share Price Drift and Updated Growth Expectations

SBA Communications (SBAC) has quietly drifted lower this year, and with the stock now down roughly 7% over the past year, investors are starting to revisit its long term tower infrastructure story. See our latest analysis for SBA Communications. That softer 1 year total shareholder return of 7.22 percent and a 3 year total shareholder return of 28 percent suggest momentum has been fading as investors recalibrate growth expectations and interest rate risks around tower REITs, even with SBA...
NYSE:ACVA
NYSE:ACVACommercial Services

Reassessing ACV Auctions (ACVA) Valuation After Jefferies’ Downgrade to Hold

Jefferies Downgrade Nudges Investors to Reassess ACV Auctions Jefferies just moved ACV Auctions (ACVA) from Buy to Hold, a shift that cools the tone around the stock even as broader analyst sentiment stays positive on the company’s long term potential. See our latest analysis for ACV Auctions. The Jefferies downgrade comes after a volatile stretch for ACV Auctions, with a 30 day share price return of 28.21 percent but a steep year to date share price decline of 61.8 percent, suggesting...
NYSE:AIR
NYSE:AIRAerospace & Defense

AAR (AIR) Valuation Check After Strong Multi‑Year Share Price Gains

AAR (AIR) has quietly rewarded patient investors, with the stock up about 32% this year and nearly 80% over the past 3 years, as earnings and revenue growth continue to outpace many industrial peers. See our latest analysis for AAR. With the share price now around $81.49 and a solid 90 day share price return of 9 percent, momentum still looks constructive, echoing the company’s strong multi year total shareholder returns. If AAR’s run has you thinking about where else to allocate capital in...
NYSE:GE
NYSE:GEAerospace & Defense

General Electric (GE): Evaluating Valuation After Vernova’s AI Fuel Cell Push and Aerospace Growth Optimism

General Electric (GE) has been in the spotlight after GE Vernova unveiled a new fuel cell initiative aimed at powering AI data centers, alongside steady enthusiasm for GE Aerospace’s recurring engine service revenue. See our latest analysis for General Electric. Despite a brief pullback, with a recent 1 day share price return of minus 0.75 percent to 298.73 dollars, General Electric’s roughly 77 percent year to date share price return and powerful 3 year total shareholder return above 500...
NYSE:WY
NYSE:WYSpecialized REITs

Weyerhaeuser (WY) Valuation Check After Aymium Biocarbon Venture and New 2030 Growth Plan

Weyerhaeuser (WY) just gave investors a fresh storyline by pairing its ambitious 2030 growth plan with a new Aymium partnership to supply sustainable biocarbon for metals production, a diversification play tightly linked to global decarbonization trends. See our latest analysis for Weyerhaeuser. Even with all this strategic activity, Weyerhaeuser’s share price at $23.28 reflects a tough stretch, with a year to date share price return of negative 16.8 percent and a one year total shareholder...
NasdaqGS:NAVI
NasdaqGS:NAVIConsumer Finance

Assessing Navient (NAVI) Valuation After Its Recent Short-Term Share Price Rebound

Navient (NAVI) has quietly drifted higher, with the stock up around 5% over the past week and 8% over the past month, even though its 1 year return remains negative. See our latest analysis for Navient. The recent 1 month share price return of just over 8 percent looks more like a short term sentiment reset than a full trend change. This is especially the case with the 1 year total shareholder return still in negative territory despite a strong 5 year total shareholder return. If Navient’s...
NYSE:UDR
NYSE:UDRResidential REITs

UDR (UDR) Valuation Check After a 17% Share Price Decline Despite Growing Earnings

UDR (UDR) has quietly slipped about 17 % over the past year, even as its revenue and net income kept growing. That disconnect between fundamentals and share performance is what makes the stock interesting now. See our latest analysis for UDR. UDR’s 1 year share price return of about negative 17% contrasts with its positive 3 year and 5 year total shareholder returns, suggesting long term momentum has cooled as investors reassess interest rate and real estate risks. If UDR’s mixed momentum has...