NasdaqGS:METC
NasdaqGS:METCMetals and Mining

How Jefferies’ Metallurgical Coal and Rare Earths Upgrade At Ramaco Resources (METC) Has Changed Its Investment Story

In recent days, Jefferies upgraded Ramaco Resources from Hold to Buy, highlighting the company’s exposure to metallurgical coal and its Brook Mine rare earth elements project. This shift in analyst stance underscores how Ramaco’s mix of steel-linked coal assets and emerging critical minerals potential is drawing fresh investor attention. Next, we’ll examine how this Jefferies upgrade, particularly its focus on metallurgical coal pricing, shapes Ramaco Resources’ investment narrative. This...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Assessing Enphase Energy (ENPH) Valuation As New IQ9N Microinverter Shipments And Analyst Interest Build

Enphase Energy (ENPH) has begun production shipments of its IQ9N-3P commercial microinverter in the United States, coinciding with fresh analyst attention that is putting the stock back on many investors’ watchlists. See our latest analysis for Enphase Energy. The recent IQ9N-3P launch and upcoming February earnings call have coincided with a 7.37% one-month share price return and a 6.58% year-to-date share price gain. However, the one-year total shareholder return decline of 41.02% and the...
NYSE:AEM
NYSE:AEMMetals and Mining

Is It Too Late To Consider Agnico Eagle Mines (AEM) After A 133% One Year Surge?

If you are wondering whether Agnico Eagle Mines is still reasonably priced after a strong run, or whether it might now be a stretched gold stock, this article is intended to help you frame that question clearly. The share price closed at US$205.35 recently, with returns of 4.1% over 7 days, 14.0% over 30 days, 20.5% year to date and 133.1% over 1 year, as well as 279.9% over 3 years and 242.5% over 5 years. Recent news coverage has focused on Agnico Eagle Mines as a large North American gold...
NYSE:PACS
NYSE:PACSHealthcare

A Look At PACS Group (PACS) Valuation After Recent Share Price Volatility

PACS Group stock snapshot after recent performance moves PACS Group (PACS) has drawn fresh attention after a mixed recent performance, with a 1% gain in the latest session alongside a 9% decline over the past week and a month of modest softness. Over the past 3 months, the stock shows a very large total return, while the 1 year total return sits around 156%. Year to date, shares reflect a 9% decline, highlighting meaningful volatility for investors to weigh. See our latest analysis for PACS...
NYSE:WHR
NYSE:WHRConsumer Durables

Is Whirlpool (WHR) Offering A Rare Opportunity After Recent Share Price Rebound?

If you are wondering whether Whirlpool shares offer good value right now, it helps to separate short term noise from what the numbers are actually saying about the stock. At a last close of US$87.90, Whirlpool has a mixed return picture, with gains of 3.1% over the past week and 21.4% over the past month, alongside an 18.0% year to date return and longer term declines of 29.3% over 1 year, 30.6% over 3 years, and 46.9% over 5 years. Recent coverage around Whirlpool has focused on how the...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Is Morningstar (MORN) Pricing Look Stretched After Steep One Year Share Price Decline

If you are wondering whether Morningstar's current share price lines up with its underlying value, you are not alone. This article is built to unpack that question in a clear, practical way. The stock last closed at US$209.93, with returns of 4.6% decline over 7 days, 3.2% decline over 30 days, 0.2% decline year to date, 35.9% decline over 1 year, and 9.0% decline over 3 years, while the 5 year return sits at 4.5% decline. Recent share price moves have drawn more attention to how Morningstar...
NYSE:WMB
NYSE:WMBOil and Gas

Assessing Williams Companies (WMB) Valuation After Earnings Hopes And Major Pipeline Progress

Williams Companies (WMB) is back in focus after completing a multi tranche senior notes offering totaling $2.75b. This fresh funding move arrives just ahead of its upcoming fourth quarter earnings report. See our latest analysis for Williams Companies. The share price has moved up to $63.18, with a 1-day share price return of 2.71% and a 30-day share price return of 7.23%. The 1-year total shareholder return of 10.41% and the very large 5-year total shareholder return indicate momentum that...
NYSE:WTS
NYSE:WTSMachinery

A Look At Watts Water Technologies (WTS) Valuation After Recent Share Price Momentum

Without a fresh headline event driving attention today, Watts Water Technologies (WTS) still offers plenty for investors to weigh, from its recent share performance to its role in building-related water and energy systems. See our latest analysis for Watts Water Technologies. The recent 1-day share price return of 4.08% to $301.10 sits on top of a steady pattern of gains, with a 30-day share price return of 6.29% and a 1-year total shareholder return of 43.79% pointing to momentum that has...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara (IOT) Quietly Becoming Core AI Infrastructure for Food and Beverage Logistics?

Earlier this week, Samsara Inc. announced that the Food and Beverage industry is increasingly standardizing on its AI-powered Connected Operations Platform to improve on-road safety, cold chain compliance, operational efficiency, and driver support across fleets and deliveries. An especially distinctive element of this announcement is how real-time AI dash cam insights and temperature monitoring are helping major brands like Glazer’s Beer & Beverage materially cut accident-related costs and...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit (RDDT) Valuation Check As New Emplifi And Invoca Partnerships Support Monetization Story

Recent partnerships with Emplifi and Invoca are putting Reddit (RDDT) more directly into the enterprise marketing stack, turning its communities and ad products into data signals and attribution tools for brands. See our latest analysis for Reddit. Those Emplifi and Invoca integrations arrive after a strong six month stretch that saw optimism build around Reddit’s monetization story. However, the recent 1 week share price return of 16.7% and 1 month share price return of 9.9% contrast with a...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC (IAC) Valuation Check As Portfolio Simplification And Capital Moves Shift Investor Expectations

IAC’s portfolio overhaul puts capital allocation in the spotlight IAC (IAC) is back on investors’ radar after Longleaf Partners Fund highlighted the company’s ongoing simplification plan, including asset sales, an Angi spinoff, share repurchases, and a continued stake in MGM Resorts. See our latest analysis for IAC. IAC’s share price has risen 17.11% over the last 90 days and the 1 year total shareholder return of 15.85% sits against a weaker 3 year and 5 year record. This hints at momentum...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Is Rising Cost Pressure And Softer Book Value Growth Altering The Investment Case For Selective Insurance (SIGI)?

Recent analysis of Selective Insurance Group shows that over the past five years its costs have risen faster than revenue, leading to a 2.3 percentage point deterioration in its combined ratio and less profitable incremental sales in the last two years. This weaker profitability has been accompanied by annual book value per share growth of 6.4% over five years, which trails typical insurance sector standards and raises questions about the company’s efficiency in converting growth into...
NYSE:BBU
NYSE:BBUIndustrials

A Look At Brookfield Business Partners (BBU) Valuation After Its Strong Multi‑Year Return Profile

What Brookfield Business Partners (BBU) offers investors right now Brookfield Business Partners (BBU) sits in an interesting spot for investors watching private equity style exposure in listed form, with recent returns over the past year and past 3 months giving a mixed performance snapshot. See our latest analysis for Brookfield Business Partners. At a share price of $35.46, Brookfield Business Partners has had a modest 7 day share price return of 1.75%, while the 1 year total shareholder...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Did Insmed’s (INSM) ARIKAYCE and BRINSUPRI Surge Just Recast Its Investment Narrative?

In January 2026, Insmed reported strong preliminary 2025 results, with total revenue rising to US$606.4 million from US$363.7 million a year earlier, fueled by ongoing ARIKAYCE momentum and the first full year of BRINSUPRI sales. Management also laid out an ambitious 2026 roadmap, spotlighting an expected EU launch for BRINSUPRI and multiple late-stage clinical trial readouts that could reshape its product mix. Next, we’ll examine how Insmed’s rapid ARIKAYCE and BRINSUPRI expansion might...
NYSE:BAP
NYSE:BAPBanks

Credicorp (NYSE:BAP) Valuation Check After Tenpo Secures Chile’s First Licensed Neobank Approval

Credicorp (BAP) is back in focus after announcing that Tenpo, its Chilean digital banking subsidiary, has secured operating authorization as Chile’s first licensed neobank under the country’s General Banking Law. See our latest analysis for Credicorp. The Tenpo approval has coincided with strong momentum in Credicorp’s shares, with a 1-day share price return of 1.73%, 30-day share price return of 15.05% and year-to-date share price return of 16.12%, alongside a 1-year total shareholder return...
NYSE:DFIN
NYSE:DFINCapital Markets

Assessing Donnelley Financial Solutions (DFIN) Valuation After Q3 Earnings Beat And Software Growth Pivot

Q3 earnings beat and software push put Donnelley Financial Solutions (DFIN) in focus Donnelley Financial Solutions (DFIN) is back on investor radars after Q3 2025 earnings topped expectations and management outlined a plan to reach 60% of sales from software solutions by 2028. See our latest analysis for Donnelley Financial Solutions. The Q3 earnings beat and the push toward software have come alongside a 30 day share price return of 18.18% and a year to date share price return of 19.81%...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

How East West Bancorp’s Q4 Earnings Beat and Guidance May Shape EWBC Investors’ Outlook

In the days leading up to its now-released fourth-quarter results, East West Bancorp drew attention as investors focused on its cross-border banking franchise and upcoming earnings announcement. Interest was amplified by the bank’s history of modestly topping revenue estimates and analyst expectations for continued year-on-year revenue growth and solid EPS. With that backdrop, we’ll explore how East West Bancorp’s consistent earnings beats and upcoming guidance could influence its broader...
NasdaqGM:NUAI
NasdaqGM:NUAIOil and Gas

Assessing New Era Energy & Digital (NUAI) Valuation After Texas Data Center Deal And Hyperscale Partnership

New Era Energy & Digital (NUAI) has moved from planning into execution by taking full ownership of Texas Critical Data Centers and teaming up with Primary Digital Infrastructure to co-develop a one gigawatt plus hyperscale campus. See our latest analysis for New Era Energy & Digital. The recent Texas Critical Data Centers transaction and partnership news have arrived alongside sharp share price momentum, with a 7 day share price return of 65.46% and a 1 year total shareholder return of...
NYSE:FBK
NYSE:FBKBanks

Assessing FB Financial (FBK) Valuation After Recent Share Price Momentum

FB Financial stock performance context FB Financial (FBK) has caught investor attention after a stretch of positive share performance, with the stock up 5.3% over the past day and 4.2% over the past week. See our latest analysis for FB Financial. That recent bounce sits on top of a steadier trend, with a 30 day share price return of 8.16% and a 90 day share price return of 12.90%. The 1 year total shareholder return of 18.32% and 5 year total shareholder return of 78.92% point to momentum...
NYSE:ARW
NYSE:ARWElectronic

What Arrow Electronics (ARW)'s AI Assistive-Glasses Partnership Means For Shareholders

Arrow Electronics recently announced a collaboration with Romanian startup .lumen to help scale production of AI-powered glasses that enable visually impaired users to move independently using on-device cameras, artificial intelligence and haptic feedback. The partnership underscores how Arrow’s component sourcing and engineering support can advance assistive technologies that rely on ultra-low latency, edge-based processing rather than cloud connectivity. We’ll now examine how this...
NasdaqGM:TNGX
NasdaqGM:TNGXBiotechs

A Look At Tango Therapeutics (TNGX) Valuation After CEO Transition And Strong Recent Share Price Returns

Tango Therapeutics (TNGX) is in focus after founding CEO and President Dr. Barbara Weber retired, with board member Dr. Malte Peters stepping in as President and CEO, while she transitions to Executive Chair. See our latest analysis for Tango Therapeutics. The leadership change follows a period of strong price momentum, with Tango Therapeutics posting a 45.13% 1‑month share price return and a 66.14% 3‑month share price return, while its 1‑year total shareholder return is just over 3x. If this...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

A Look At Insight Enterprises (NSIT) Valuation After Earnings Miss And Stripe Partnership News

Stripe partnership and recent earnings put Insight Enterprises under the spotlight Insight Enterprises (NSIT) has paired a softer quarter, with revenues down 4% year on year and earnings missing analyst estimates, with an expanded global partnership with Stripe focused on AI driven commerce and modern payments. See our latest analysis for Insight Enterprises. At a share price of US$81.11, Insight Enterprises has seen a 1.94% 1 day share price gain and a 1.68% 30 day share price return, but a...
NasdaqCM:SLNO
NasdaqCM:SLNOBiotechs

Soleno Therapeutics (SLNO) Valuation Checked After New Q4 2025 Revenue Guidance

Fourth quarter 2025 guidance puts revenue expectations in focus Soleno Therapeutics (SLNO) has put out preliminary unaudited revenue guidance for the fourth quarter of 2025, expecting net revenue between US$90 million and US$92 million, providing a fresh reference point for investors tracking the stock. See our latest analysis for Soleno Therapeutics. At a share price of US$43.56, Soleno Therapeutics has seen a 31.57% 3 month share price decline and an 11.79% 1 month share price decline, yet...