NYSE:CTVA
NYSE:CTVAChemicals

Is Dividend Stability Amid Investor Exit Altering The Investment Case For Corteva (CTVA)?

Corteva, Inc. recently declared a common stock dividend of US$0.18 per share, payable on March 16, 2026, alongside preferred dividends via its subsidiary EIDP, Inc. Around the same time, Hardman Johnston Global Advisors fully exited its Corteva position, citing uncertainty around a possible split of the Seeds and Crop Protection businesses and concerns about agricultural market conditions. Against this backdrop, we’ll examine how Hardman Johnston’s exit and the potential business separation...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Assessing Skyworks Solutions (SWKS) Valuation After A Prolonged Share Price Pullback

Event context and recent stock performance Skyworks Solutions (SWKS) has been drawing attention after a stretch of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. For investors watching semiconductors, that recent pullback is the starting point for reassessing how Skyworks trades today in relation to its current earnings, revenue profile, and analyst expectations for the business. See our latest analysis...
NYSE:LII
NYSE:LIIBuilding

A Look At Lennox International (LII) Valuation After Q4 Miss And Cautious 2026 Growth Outlook

Lennox International (LII) is back in focus after fourth quarter 2025 results came in below analyst forecasts, paired with fresh 2026 guidance that points to expected revenue growth supported by completed acquisitions. See our latest analysis for Lennox International. The mixed fourth quarter and 2026 outlook have come after a softer patch for the stock, with a 1 month share price return of 1.96% but a 1 year total shareholder return decline of 15.63%, while 3 and 5 year total shareholder...
NYSE:COHR
NYSE:COHRElectronic

Coherent’s Bondable Diamond Launch Meets High Expectations And Rich Valuation

Coherent (NYSE:COHR) introduced a bondable diamond thermal management solution for semiconductors and opto electronics. The product is designed to bond directly to various semiconductor materials and reduce thermal interface resistance. The launch targets high performance electronic and opto electronic devices that face demanding heat dissipation requirements. The offering includes vertically integrated production and options for customized solutions for customers. Coherent, listed on the...
NYSE:UNH
NYSE:UNHHealthcare

Why UnitedHealth Group (UNH) Is Down 19.5% After Mixed 2025 Results And 2026 Outlook

In January 2026, UnitedHealth Group reported full-year 2025 results showing revenue rising to US$447.57 billion while net income and diluted EPS declined year on year, and issued 2026 guidance for revenue above US$439.00 billion, operating earnings above US$24.00 billion and EPS above US$17.10. At the same time, a proposed 0.09% Medicare Advantage rate increase for 2027 and plans to shrink Optum Health’s footprint highlighted how policy pressures and portfolio adjustments are reshaping...
NYSE:AR
NYSE:AROil and Gas

Assessing Antero Resources (AR) Valuation After Recent Share Price Momentum And Undervaluation Signals

Antero Resources (AR) has drawn investor attention after recent share price moves, with the stock up 3.0% on the day and 6.1% over the past week. This has prompted fresh questions about its valuation. See our latest analysis for Antero Resources. The latest 3.03% 1 day share price return builds on a 17.66% 90 day gain, while the 1 year total shareholder return of 2.55% decline contrasts with a very large 5 year total shareholder return of about 7x. This suggests recent momentum is firming...
NYSE:MTN
NYSE:MTNHospitality

A Look At Vail Resorts (MTN) Valuation After Years Of Weak Shareholder Returns

Recent share performance and basic profile Vail Resorts (MTN) shares recently closed at US$133.07, with returns mixed across time frames, including a small gain over the past month and a double digit decline over the past 3 months. The company operates mountain resorts, regional ski areas, lodging and real estate. It reported revenue of US$2.98b and net income of US$266.51m, with annual growth rates of 2.89% for revenue and 7.10% for net income. See our latest analysis for Vail Resorts. At...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital Earnings Beat And AI Storage Plans Draw Investor Focus

Western Digital (NasdaqGS:WDC) reported second quarter results that were ahead of prior expectations for both earnings and revenue. Management announced a higher dividend, reflecting confidence in the company’s cash generation and balance sheet. Data center demand and AI-related storage needs were key contributors to the quarter’s performance. Long term supply agreements with major customers were highlighted as a support for future business visibility. The company plans to outline its AI...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Technologies Q3 Net Margin Expansion Reinforces Bullish Profitability Narratives

SoFi Technologies FY 2025 earnings snapshot SoFi Technologies (SOFI) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$952.4 million and basic EPS of US$0.12, backed by trailing twelve month net income of US$640.2 million and EPS of US$0.57. The company has seen revenue move from US$586.9 million in Q2 2024 to US$952.4 million in Q3 2025, while quarterly basic EPS has gone from US$0.01 to US$0.12 over the same stretch. This sets the stage for investors to focus...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

Is Bancorp (TBBK) Still Attractive After Recent Pullback And Strong Multi Year Rally

If you are wondering whether Bancorp at around US$59.44 is still good value after a strong multi year run, you are not alone. The stock has seen a 12.1% decline year to date, with shorter term moves of 11.5% over 7 days and 12.0% over 30 days, set against a 66.4% return over 3 years and 224.1% over 5 years. Recent news coverage has focused on Bancorp's position within the US banking sector and how investors are reassessing risk and growth expectations for regional financial institutions...
NYSE:SNOW
NYSE:SNOWIT

Snowflake Targets Energy Sector With New AI Data Platform Push

Snowflake (NYSE:SNOW) has launched an Energy Solutions platform focused on power, utilities, and oil and gas companies. The launch features AI-driven products, advanced governance tools, and ready-made partner offerings for energy use cases. New collaborations include Siemens, Itron, SymphonyAI, and others building on Snowflake’s data and AI stack. For investors following NYSE:SNOW, this move puts clearer focus on industry specific products rather than just a general purpose data cloud...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

How SLM’s Earnings Beat, Big Buyback and New Lawsuits Could Reframe SLM (SLM) Investors’ Outlook

SLM Corporation recently reported fourth-quarter 2025 results showing net income of US$233.19 million and diluted EPS of US$1.12, while also completing a US$623.25 million buyback program that retired 11.51% of its shares and authorizing a new share repurchase plan of up to US$500 million through February 4, 2028. Management linked the earnings outperformance to strong private student loan originations and the company’s first private credit partnership, even as multiple law firms announced...
NYSE:VLO
NYSE:VLOOil and Gas

Is Valero’s Record Throughput and Bigger Dividend Altering The Investment Case For Valero Energy (VLO)?

Valero Energy Corporation recently reported fourth-quarter 2025 results showing sales of US$30,372 million, net income of US$1,134 million, and basic earnings per share of US$3.73, alongside a Board-approved increase in its quarterly dividend from US$1.13 to US$1.20 per share. Beyond the headline earnings beat, Valero paired record refining and ethanol throughput with a higher dividend and US$4.00 billion of 2025 shareholder returns, underscoring how operational execution is supporting cash...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

QuidelOrtho Faces Profitability Pressures Yet Trades At Steep Valuation Discount

QuidelOrtho (NasdaqGS:QDEL) is reporting declining revenues alongside falling free cash flow margins. The company is also seeing a significant drop in return on invested capital, pointing to weaker returns on recent investments. These shifts may reflect rising competitive pressures or market saturation in its core diagnostics markets. QuidelOrtho, a diagnostics company listed on the NasdaqGS under ticker QDEL, operates across lab, point of care, and transfusion medicine testing. The current...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Assessing Whether Walmart (WMT) Shares Look Undervalued After Recent Price Momentum

Why Walmart (WMT) is on investors’ radar today Walmart (WMT) has attracted attention after recent share price moves, with the stock showing gains over the past month and past 3 months while also posting positive 1 year and multi year total returns. See our latest analysis for Walmart. At a latest share price of US$119.14, Walmart’s recent 30 day share price return of 6.94% and 90 day return of 17.75% sit alongside a 1 year total shareholder return of 22.54% and very large 3 and 5 year total...
NYSE:IBM
NYSE:IBMIT

Is It Time To Reassess IBM (IBM) After Its Strong 12-Month Share Price Run?

If you are wondering whether International Business Machines (IBM) still offers value after its recent run, this article walks through what the current share price might be implying and how that lines up with several valuation checks. IBM last closed at US$306.70, with returns of 4.9% over 7 days, 3.5% over 30 days, 5.2% year to date and 23.0% over the past year, which may have some investors rethinking both its growth potential and risk profile. Recent news around IBM has focused heavily on...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Ulta Beauty (ULTA) Valuation Check After Strong 3 Month Share Price Momentum

Why Ulta Beauty Is On Investors’ Radar Today Ulta Beauty (ULTA) has drawn fresh interest after recent share price moves, with the stock up about 7% over the past month and roughly 25% in the past 3 months. See our latest analysis for Ulta Beauty. Ulta Beauty’s recent move to a share price of $647.36 comes after a 7% 1 month share price return and a 24.52% 3 month share price return. The 1 year total shareholder return of 57.07% suggests momentum has been strong over a longer period. If Ulta’s...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Is It Time To Reassess Willis Towers Watson (WTW) After Recent Share Price Weakness

If you are trying to work out whether Willis Towers Watson is reasonably priced or not, starting with a clear view of its current valuation can help you decide how it fits into your portfolio. The stock last closed at US$317.47, with returns of a 1.7% decline over 7 days, a 3.4% decline over 30 days, a 2.7% decline year to date and a 2.6% decline over 1 year. The 3 year and 5 year returns sit at 30.7% and 51.4% respectively. Recent headlines around Willis Towers Watson have focused on its...
NYSE:PFSI
NYSE:PFSIDiversified Financial

PennyMac Financial Services (PFSI) Net Margin Expansion Reinforces Bullish Profitability Narratives

PennyMac Financial Services (PFSI) has wrapped up FY 2025 with fourth quarter revenue of US$538.0 million, basic EPS of US$2.05 and net income of US$106.8 million, while the trailing twelve months show total revenue of US$2.0 billion, basic EPS of US$9.69 and net income of US$501.1 million against last year’s net margin of 15.4% and earnings growth of 60.9%. Over the past few quarters, revenue has ranged from US$690.8 million to US$1.0 billion with quarterly basic EPS between US$1.48 and...
NYSE:APD
NYSE:APDChemicals

Is It Time To Reassess Air Products And Chemicals (APD) After Recent Share Price Rebound

If you are wondering whether Air Products and Chemicals is genuinely attractive at its current price, you are not alone. Many investors are asking if the stock still offers value after recent moves. The share price closed at US$272.50, with returns of 4.3% over the last week, 10.3% over the last month, 8.8% year to date, a 16.6% decline over the past year, 3.3% gains over three years and 21.8% gains over five years. Recent coverage around Air Products and Chemicals has focused on its...
NYSE:SCHW
NYSE:SCHWCapital Markets

Charles Schwab Reshapes Leadership As Investors Weigh Valuation And Momentum

Charles Schwab (NYSE:SCHW) announced major executive leadership changes, including retirements and new appointments in senior roles. The company is creating a Technology, Operations, and Data organization to oversee key enterprise functions. Wealth advisory and banking operations are being consolidated under a single executive to streamline oversight. Transitions include succession for the CEO of Charles Schwab Bank and the General Auditor role. For you as an investor looking at NYSE:SCHW,...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals Expands Rare Liver Portfolio With Bluejay Hepatitis Delta Deal

Mirum Pharmaceuticals (NasdaqGM:MIRM) has completed its acquisition of Bluejay Therapeutics, adding a late stage hepatitis delta virus treatment to its pipeline. The acquired asset carries Breakthrough Therapy and PRIME designations, highlighting regulatory focus on the underlying unmet medical need. This transaction expands Mirum's rare liver disease franchise beyond its existing portfolio into a new viral liver disease indication. For you as an investor, this deal brings Mirum further...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Is It Too Late To Consider Ascendis Pharma (ASND) After A 73% One Year Surge?

If you are wondering whether Ascendis Pharma's share price still makes sense after a strong run, this article will walk through what the current market price might be implying about its value. The stock last closed at US$226.10, with a 1 year return of 73.0% and a 3 year return of 94.7%, alongside a recent 7 day return showing a 3.9% decline and a 30 day and year to date return of 6.0%. Recent attention on Ascendis Pharma has been shaped by company specific developments and sector news that...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Expands Crypto Offerings Across ETFs And E*TRADE Platform

Morgan Stanley (NYSE:MS) is expanding its digital asset push with a new head of digital-asset strategy. The firm is rolling out ETFs tied to Bitcoin and Solana and is introducing the Grayscale Bitcoin Mini Trust ETF for client access. Cryptocurrency trading is being enabled on the E-Trade platform as part of a broader integration of digital assets into institutional and wealth offerings. For a global bank like Morgan Stanley, which is deeply tied into institutional and wealth management,...