NYSE:IBM
NYSE:IBMIT

A Look At IBM (NYSE:IBM) Valuation After Earnings Beat And Upbeat 2026 Guidance

International Business Machines (IBM) reported fourth quarter 2025 results that topped Wall Street estimates, with strength in software and AI driven services, and backed this up with 2026 revenue and free cash flow guidance above prior expectations. See our latest analysis for International Business Machines. IBM's latest earnings beat and upbeat 2026 guidance came after a strong run for shareholders, with a 1-year total shareholder return of 31.99% and a 5-year total shareholder return of...
NYSE:ACN
NYSE:ACNIT

Assessing Accenture (ACN) Valuation After Recent Share Price Pullback And Conflicting Fair Value Signals

Recent performance snapshot Accenture (ACN) is drawing interest after mixed recent returns, with a roughly 2% decline over the past day, a 4% drop over the past week, and an 8.5% gain over the past 3 months. See our latest analysis for Accenture. At a share price of US$270.43, Accenture’s recent pullback, with weak 1-day and 7-day share price returns but a positive 90-day share price return of 8.5%, contrasts with its 1-year total shareholder return decline of 26.2%. This points to fading...
NYSE:AA
NYSE:AAMetals and Mining

Alcoa Faces New Valuation Questions As Aluminum Prices Hit Multi Year Highs

Aluminum prices have climbed to multi year highs, lifting sentiment across the sector. Major investment banks such as Goldman Sachs have raised their aluminum price forecasts. As a leading producer, Alcoa (NYSE:AA) faces a materially different pricing backdrop for its operations and revenues. For Alcoa at a current share price of $60.01, this pricing shift comes after significant longer term gains, with the stock up 73.0% over the past year and 215.7% over the past 5 years. Those moves...
NYSE:MUX
NYSE:MUXMetals and Mining

Assessing McEwen Mining (MUX) Valuation After New Drill Results And Resource Updates

McEwen (NYSE:MUX) is back in focus after reporting new drill results from its Gold Bar Mine Complex in Nevada, including its best hole so far at the Windfall deposit, along with a fresh resource update at Grey Fox. See our latest analysis for McEwen. The latest drill results and resource updates come on top of a sharp move in the share price, with a 30 day share price return of 53.87% and a 1 year total shareholder return of 252.55%. This suggests momentum has been building around McEwen as...
NYSE:HIMS
NYSE:HIMSHealthcare

Assessing Hims & Hers Health (HIMS) Valuation As Estimate Cuts And Big Game Ad Campaign Shape Sentiment

Recent earnings estimate cuts, insider selling and rising implied volatility have put Hims & Hers Health (HIMS) under pressure, while a high profile “Big Game” ad campaign is drawing fresh attention to its telehealth model. See our latest analysis for Hims & Hers Health. The recent 1 month share price return of 15.92% decline and 3 month share price return of 34.93% decline suggest momentum has cooled, even though the 3 year total shareholder return of about 2.6x still reflects a strong...
NYSE:BEKE
NYSE:BEKEReal Estate

A Look At KE Holdings (NYSE:BEKE) Valuation After Earnings Beat And Efficiency Push

Why KE Holdings stock moved on the latest earnings update KE Holdings (BEKE) recently reported in line revenues with stronger than expected earnings for 3Q25, a combination that appears to have lifted sentiment despite ongoing pressure in China’s property market. Investors are also focusing on management’s push for operational efficiency and the use of AI across the platform, as these efforts are expected to support margin improvement even while sector headwinds remain. See our latest...
NYSE:BDX
NYSE:BDXMedical Equipment

Does The Recent Share Price Slide Make Becton Dickinson (BDX) Look Interesting Again?

Wondering if Becton Dickinson at around US$201.92 is starting to look appealing, or if the market still expects more from it than the current price justifies? The stock is up 3.6% year to date and 3.5% over the last month, but that sits against a 16.4% decline over the past year and a 16.2% decline over three years. This may have some investors reassessing both risk and potential upside. Recent coverage of Becton Dickinson has focused on its role as a large medical technology company and how...
NYSE:IEX
NYSE:IEXMachinery

Assessing IDEX (IEX) Valuation As Shares Trade Near Analyst Targets

Why IDEX (IEX) Is On Investors’ Radar Today IDEX (IEX) is drawing attention after recent trading, with the shares last closing at $196.40. Investors are weighing this price against the company’s fundamentals and recent return profile. See our latest analysis for IDEX. That latest move to US$196.40 comes after a 9.11% 1 month share price return and a 15.33% 3 month share price return. However, the 1 year total shareholder return of an 8.87% decline shows that longer term momentum has been...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Is It Too Late To Consider Corvus Pharmaceuticals (CRVS) After Its Recent 176% Surge?

If you are wondering whether Corvus Pharmaceuticals at around US$20.54 is still offering value or has already run too far, this article walks through what the current price might be implying about the business. The stock has had a sharp move recently, with a 30 day return of 175.7% and a year to date return of 180.6%. However, the last 7 days show a 7.3% decline that hints at some renewed debate about risk and reward. Recent news flow around Corvus Pharmaceuticals has focused on its clinical...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Millicom Tightens Hold On Tigo Colombia As Valuation Discount Persists

Millicom International Cellular has secured full ownership of UNE EPM Telecomunicaciones S.A. (Tigo Colombia) by winning EPM's remaining shares in a public auction. The deal gives Millicom near complete consolidation of its Colombian operations, tightening control over one of its key markets. For investors following NasdaqGS:TIGO, this move comes with the shares trading at $60.83. The stock has posted a 2.0% return over the past week and 10.0% over the past month, with a 7.6% return year to...
NYSE:FCX
NYSE:FCXMetals and Mining

Assessing Freeport-McMoRan (FCX) Valuation After Earnings Beat Grasberg Restart Plan And Stronger Copper And Gold Prices

Freeport-McMoRan (FCX) just posted fourth quarter and full year 2025 results that topped consensus estimates, even as Grasberg disruptions weighed on operations, and paired the release with plans for a phased mine restart. See our latest analysis for Freeport-McMoRan. The earnings beat, Grasberg restart plan and firmer copper and gold prices have arrived alongside a strong run in the shares. The latest share price is $63.63, with a 30 day share price return of 23.60% and a 1 year total...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Cipher Mining Turns To AI And Cloud With Amazon AWS Deal

Cipher Mining (NasdaqGS:CIFR) announced an agreement to provide 300 megawatts of capacity to Amazon Web Services. The deal marks a shift from a pure bitcoin mining focus toward AI and cloud infrastructure. The agreement links Cipher Mining with Amazon as a high profile customer in the broader technology sector. Cipher Mining has been known mainly as a bitcoin mining operator, so this new agreement with Amazon Web Services signals a change in how the business may use its power capacity. For...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Is Roku (ROKU) Pricing Reflect Its Cash Flow Potential After Recent Share Price Declines

If you are wondering whether Roku's current share price lines up with its real value, you are not alone. This article is designed to help you weigh what you are paying against what you might be getting. Roku's stock recently closed at US$100.84, with a 7 day return of a 3.3% decline, a 30 day return of a 9.3% decline, and a year to date return of a 7.2% decline, while its 1 year return stands at 22.1% and its 3 year return at 67.9%. These moves sit against a backdrop of ongoing interest in...
NYSE:RSG
NYSE:RSGCommercial Services

How Do Republic Services’ New Ethics Accolades Shape Its Long-Term Brand Narrative (RSG)?

In recent news, Republic Services was recognized for the fifth time as one of Fortune’s World’s Most Admired Companies, while also earning repeat honors from Ethisphere as one of the World’s Most Ethical Companies and maintaining its Great Place to Work certification. These overlapping accolades highlight how the company’s culture, governance and stakeholder focus are increasingly central to its public and corporate reputation story. Next, we’ll examine how this reinforced reputation for...
NYSE:RBLX
NYSE:RBLXEntertainment

Did New Child Safety Lawsuit Just Reframe Roblox's (RBLX) Platform Risk for Investors?

Parker Waichman LLP has filed a complaint in the federal multidistrict litigation In re Roblox Corporation Child Sexual Exploitation and Assault Litigation, alleging Roblox failed to implement and enforce adequate safeguards after an adult allegedly impersonated a child and coerced a Tennessee minor into transmitting obscene images through the platform. The case highlights how platform design, moderation tools, and age-verification practices can become central legal and operational risks for...
NYSE:XPEV
NYSE:XPEVAuto

XPeng (NYSE:XPEV) Valuation Check After Volatile Returns And Ongoing Losses

XPeng snapshot and recent stock performance XPeng (NYSE:XPEV) has drawn attention recently after a mixed run in its share price, with a small 1 day gain of about 0.5% set against negative moves over the past week and month. Over the past 3 months, XPeng shares show a decline of about 18.7%, while the year to date return is roughly 8.7% lower. Even so, the 1 year total return stands at about 26%, and the 3 year total return is a very large positive figure, around 7x. Over 5 years, the total...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Assessing Hut 8 (HUT) Valuation As AI Infrastructure Pivot Attracts Fresh Institutional Interest

Fresh interest in Hut 8 (HUT) is being driven by its push into AI infrastructure and high performance computing, alongside heavier AI capital spending from big tech and an uptick in bullish institutional options activity. See our latest analysis for Hut 8. Hut 8’s recent AI focused headlines sit alongside strong share price momentum, with a 1 day share price return of 4.46%, a 30 day share price return of 32.30%, and a 1 year total shareholder return of 221.23%. This suggests investors are...
NYSE:SYK
NYSE:SYKMedical Equipment

Assessing Stryker’s Valuation After TD Cowen Downgrade And Focus On Upcoming Earnings

Why Stryker’s downgrade and upcoming earnings matter now TD Cowen’s move to shift Stryker (SYK) from Buy to Hold, alongside a focus on the upcoming earnings report, gives you two fresh prompts to reassess what you are paying for future growth. See our latest analysis for Stryker. Stryker’s upcoming earnings now sit against a mixed backdrop, with a recent 0.92% 1 day share price gain and a 2.77% year to date share price return, but a 1 year total shareholder return decline of 7.65% and much...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Is It Too Late To Consider Linde (LIN) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Linde at around US$451.50 is a fair price or starting to look stretched, you are not alone. This article is built to help you size up what you are really paying for. The stock has returned 2.8% over the last 7 days, 5.9% over 30 days, 5.2% year to date, 4.4% over 1 year, 41.8% over 3 years and 93.4% over 5 years, which naturally raises questions about how much of the story is already reflected in the current share price. Recent attention on Linde has centered on...
NYSE:FDX
NYSE:FDXLogistics

How FedEx’s (FDX) New COO and $2.7 Billion Debt Issuance Have Changed Its Investment Story

In late January 2026, FedEx announced the upcoming appointment of Scott Ray as chief operating officer for U.S. and Canada Surface Operations and completed several senior note offerings totaling US$2.70 billion across 2029, 2033, and 2036 maturities. These leadership moves and debt financings come as analysts highlight FedEx’s earnings outlook and value metrics versus transportation peers, reframing how investors assess its core delivery and logistics platform. We’ll now examine how Scott...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

Is It Too Late To Consider StoneCo (STNE) After A 79% One Year Rally?

If you are wondering whether StoneCo at around US$16.99 is still offering value or if the easy gains are behind it, you are not alone. That is exactly what this article will unpack. The share price moves are substantial, with returns of 5.6% over the last 7 days, 12.8% over the last 30 days, 15.7% year to date, 78.7% over 1 year, 48.1% over 3 years, and a 79.1% decline over 5 years. These swings have come alongside ongoing attention on StoneCo as a Brazilian payments and financial technology...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Assessing Datadog (DDOG) Valuation After Fresh Analyst Upgrades And AI Growth Optimism

Datadog (DDOG) is back in focus after a cluster of upbeat analyst calls, with Stifel’s upgrade and supportive views from TD Cowen, Guggenheim, and Bernstein tied to expectations for a strong upcoming quarter. See our latest analysis for Datadog. At a share price of US$140.56, Datadog has seen strong short term momentum with a 7 day share price return of 13.85%. Its 90 day share price return of a 10.51% decline and 1 year total shareholder return of a 3.54% decline show that enthusiasm has...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Hycroft Mining Holding (HYMC) Valuation After Silver Rally Debt Elimination And Record Nevada Vortex Grades

Hycroft Mining Holding (HYMC) has been in focus after historic silver price moves, record silver grades at its Nevada Vortex Silver System, and recent debt elimination reshaped the company’s risk and funding profile for investors. See our latest analysis for Hycroft Mining Holding. After touching all time highs on the back of record silver prices, record drill grades and the debt paydown, Hycroft’s 1 day share price return of a 5.76% decline contrasts with a 30 day gain of 122.23% and a very...