NYSE:PLD
NYSE:PLDIndustrial REITs

Does Prologis' AI Data Center Ambition And 2026 EPS Outlook Change The Bull Case For PLD?

Prologis, Inc. reported past full-year 2025 results with sales of US$8,158.90 million, revenue of US$8,790.13 million, and net income of US$3,328.23 million, while issuing 2026 earnings guidance of US$3.70 to US$4.00 in diluted net earnings per share attributable to common stockholders. On the associated call, management highlighted an emerging opportunity to support artificial intelligence data centers across its roughly 6,000 global logistics facilities, including potential capacity for...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton Singapore Lab Targets Well Completion Tech And Valuation Upside

Halliburton (NYSE:HAL) has launched the Next-Generation Energy Accelerators Joint Lab with Singapore's A*STAR. The partnership focuses on advanced well completion technologies and low-carbon applications. The new lab is integrated into Singapore's broader innovation ecosystem for energy solutions. Halliburton is a major oilfield services company, and this new joint lab with A*STAR places technology development for well completion and low-carbon uses at the center of its plans. For...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy (NEE) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Results

NextEra Energy (NEE) has wrapped up FY 2025 with fourth quarter revenue of US$6.5 billion and basic EPS of US$0.73, alongside trailing 12 month revenue of US$27.4 billion and EPS of US$3.30 that sit against a lower net profit margin than a year earlier. The company has seen quarterly revenue move from US$5.4 billion in Q4 2024 to US$6.5 billion in Q4 2025, while Q4 EPS shifted from US$0.58 to US$0.73. Full year net income for the latest trailing period was US$6.8 billion compared with US$6.9...
NYSE:GE
NYSE:GEAerospace & Defense

A Look At General Electric’s Valuation After Strong 2025 Results And Growing Aerospace And Vernova Order Momentum

General Electric (GE) shares are back in focus after the company reported full year 2025 results, with revenue of US$45.9b and net income of US$8.7b, along with higher earnings per share. See our latest analysis for General Electric. Despite the full-year 2025 results and new contracts such as Delta Air Lines selecting GEnx engines for its Boeing 787-10 order, the 7-day share price return of General Electric is a decline of 8.17%, adding to a year-to-date share price return of a decline of...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Does ONB's Strong Q4 and Bremer Integration Redefine Old National Bancorp's Investment Narrative?

Old National Bancorp recently reported fourth-quarter 2025 results showing higher net interest income of US$580.83 million and net income of US$216.62 million, alongside increased net charge-offs of US$32.11 million. In the same period, the bank completed a US$450 million fixed-to-floating subordinated note offering and finished a share repurchase program that reduced its share count by 0.57%, while management highlighted the successful Bremer Bank integration and healthier fee income...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

What DraftKings (DKNG)'s ClearBridge Exit Over Prediction-Market Competition Means For Shareholders

In recent weeks, ClearBridge Investments exited its position in DraftKings, citing rising competitive risks from emerging prediction markets and uncertainty around the company’s medium-term business model. At the same time, DraftKings has been drawing interest for potential betting volume tailwinds from major NFL playoff games and weather-driven viewership, ahead of its upcoming fourth-quarter 2025 results release and March 2026 Investor Day. Next, we’ll examine how ClearBridge’s exit over...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase (JPM) Valuation Check As Trump Accounts Initiative And Lawsuit Draw Investor Attention

JPMorgan Chase (JPM) is in the spotlight after pledging to match the U.S. Treasury’s US$1,000 seed contribution to new Trump Accounts for eligible employees’ children, while simultaneously facing a US$5b lawsuit from former President Donald Trump. See our latest analysis for JPMorgan Chase. Despite a flurry of headlines around Trump Accounts, the lawsuit, fresh bond issuance and new ETF launches, JPMorgan Chase’s recent share price return has been weaker. The 30 day share price return is 7.1%...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Assessing NANO Nuclear Energy’s Valuation After New Analyst Coverage And Progress On KRONOS MMR Plans

Texas Capital Securities recently began formal coverage of NANO Nuclear Energy (NNE), bringing fresh attention to its KRONOS MMR microreactor plans, broader fuel and transport projects, and new regulatory talent in licensing. See our latest analysis for NANO Nuclear Energy. At a share price of US$34.55, NANO Nuclear Energy has a 1 month share price return of 30.77% and a year to date share price return of 25.14%. The 1 year total shareholder return of a 5.45% decline and the 90 day share...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Will Debt-Fueled AI Data Center Expansion Deals With Microsoft and Meta Change Nebius Group's (NBIS) Narrative

Nebius Group, recently rebranded from Yandex, has been rapidly expanding its AI infrastructure footprint, securing multi‑year, billion‑dollar capacity deals with Microsoft and Meta while planning large-scale deployments of Nvidia’s upcoming Rubin platform across the U.S. and Europe. Analyst coverage has intensified around Nebius’s capital-heavy growth model, highlighting both its potential to scale AI services quickly and the heightened risks from substantial debt-funded data center...
NYSE:VFC
NYSE:VFCLuxury

V.F. Q3 Progress Tests Turnaround As Valuation And Debt Remain Key

V.F. Corporation (NYSE:VFC) reported strong Q3 results, with revenue and margin expansion across the business. Key brands, including The North Face and Timberland, delivered solid performance in the quarter. The company continued its transformation program, reducing debt and streamlining operations through divestitures. V.F. Corporation announced a leadership change, with Brent Hyder stepping into a new executive role. V.F. Corporation enters this update with its shares at $19.11 and longer...
NasdaqCM:NAGE
NasdaqCM:NAGELife Sciences

Assessing Niagen Bioscience (NAGE) Valuation After New Truemed HSA And FSA Partnership

Why Niagen Bioscience is back on investor radars Niagen Bioscience (NAGE) is drawing fresh attention after announcing a partnership with Truemed that lets qualified customers buy Tru Niagen using Health Savings Account and Flexible Spending Account funds on its direct website. This arrangement, which relies on Truemed’s Letter of Medical Necessity process and checkout integration, broadens payment flexibility for people seeking science backed NAD+ supplementation and may influence how...
NYSE:USFD
NYSE:USFDConsumer Retailing

Is It Too Late To Consider US Foods Holding (USFD) After Its Strong Multi‑Year Rally

If you are wondering whether US Foods Holding is still good value after its recent run, this article will walk through what the current share price could mean for you. The stock last closed at US$83.79, with returns of 9.5% over 30 days, 12.3% year to date, 17.1% over 1 year, 117.2% over 3 years and 138.7% over 5 years. This naturally raises questions about what is already priced in. Recent coverage around US Foods has focused on its position as a major foodservice distributor in the US and...
NasdaqCM:FNWD
NasdaqCM:FNWDBanks

Finward Bancorp (FNWD) Net Margin Drop Challenges Bullish Earnings Growth Narrative

Finward Bancorp (FNWD) has rounded out FY 2025 with fourth quarter revenue of US$16.6 million and basic EPS of US$0.46. Trailing twelve month revenue came in at US$66.2 million with EPS of US$1.89. The company has seen quarterly revenue move from US$14.9 million in Q3 FY 2024 to the mid US$16 million range through FY 2025. Basic EPS has ranged from US$0.11 in Q1 FY 2025 to US$0.82 in Q3 before landing at US$0.46 in Q4. This sets up an earnings season where investors are likely to focus on how...
NYSE:SEI
NYSE:SEIEnergy Services

Assessing Solaris Energy Infrastructure (SEI) Valuation After Analyst Endorsements On Power Generation Shift

Solaris Energy Infrastructure (SEI) has moved into focus after a cluster of favorable analyst notes highlighted its shift toward power generation and the value of its contracted gas turbine fleet and key customer partnerships. See our latest analysis for Solaris Energy Infrastructure. At a share price of $53.77, Solaris Energy Infrastructure has seen a 20.61% 1 month share price return, even after a 5.67% 7 day pullback. Its 1 year total shareholder return is around double, and its 3 and 5...
NYSE:AJG
NYSE:AJGInsurance

Arthur J. Gallagher Lifts Dividend As Cyber And Medicare Risks Evolve

Arthur J. Gallagher (NYSE:AJG) announced an increase to its quarterly dividend. The dividend change comes as the company manages evolving cyber insurance risk. The update also follows recently proposed minimal Medicare Advantage payment adjustments that affect parts of its benefits-related business. Arthur J. Gallagher, a major insurance brokerage and risk management firm, sits at the crossroads of two important themes for investors right now: cyber risk and healthcare regulation. The...
NYSE:WM
NYSE:WMCommercial Services

Winter Weather Disruption Tests Waste Management Operations And Valuation Appeal

Waste Management temporarily halted trash collection in parts of Mississippi and Alabama due to severe winter weather. The suspension affects residential and commercial customers as crews pause routes for safety and access concerns. Service interruptions highlight questions around operational resilience during extreme weather conditions. For investors watching Waste Management, NYSE:WM, this service disruption comes with the stock at a share price of $231.6. Over the past year the stock...
NYSE:UBER
NYSE:UBERTransportation

Is Uber (UBER) Offering Value After Recent Share Price Pullback And DCF Upside Estimates

If you are wondering whether Uber Technologies shares are offering fair value at around US$79.78, it helps to line up what the current price is actually implying about the business. The stock has seen a 5.3% decline over the last 7 days and a 2.1% decline over the last 30 days, while still showing a 19.5% return over 1 year and a 153.4% return over 3 years. Recent headlines around Uber Technologies have focused on its position as a major player in global ride hailing and food delivery, as...
NYSE:SPGI
NYSE:SPGICapital Markets

S&P Global Flags Climate Fragmentation As 2026 Adaptation Demand Builds

S&P Global (NYSE:SPGI) published new research on the top 10 sustainability trends shaping 2026 corporate strategy. The report highlights rising geopolitical fragmentation in global climate action and a stronger push toward climate adaptation. Findings are based on input from sustainability leaders at more than 3,500 companies worldwide. The research signals that many firms are reassessing plans as Paris Agreement goals appear increasingly difficult to achieve. S&P Global, trading at around...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Paychex (PAYX) Valuation Check As Financing Moves And Dividend Confirmation Draw Fresh Investor Attention

Recent moves by Paychex (PAYX) around its financing and dividends have put the stock on more radar screens as investors weigh revamped revolving credit lines alongside a confirmed quarterly cash payout. See our latest analysis for Paychex. Those financing moves and the confirmed dividend come after a softer share price patch, with a 30 day share price return of 10.13% and a 1 year total shareholder return of 27.32% decline, signaling fading momentum despite a positive 5 year total shareholder...
NYSE:PFE
NYSE:PFEPharmaceuticals

Is There Now An Opportunity In Pfizer (PFE) After Recent Pandemic Demand Reset?

If you are wondering whether Pfizer's current share price reflects its underlying value, you are not alone, many investors are asking the same question right now. Pfizer's share price closed at US$25.86, with returns of 4.2% over the last year, 2.7% year to date and 3.4% over the past month, while the three year return stands at a 29.5% decline and the five year return at a 4.7% decline. Recent coverage around Pfizer has focused on how the company is repositioning itself now that pandemic...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI) Is Down 11.8% After DARPA Snub And Cepheus Delay Reshape Its Quantum Path

In recent days, Rigetti Computing has come under pressure after being excluded from a key DARPA quantum benchmarking contract and delaying its 108-qubit Cepheus-1-108Q system to focus on improving error rates and gate fidelity. This setback not only highlights Rigetti’s technology gap versus leading quantum peers but also raises questions about its long-term competitiveness and funding options in a crowded field. With these DARPA and technology challenges in focus, we’ll examine how they...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries (POWL) Is Up 5.1% After Remsdaq Deal And Strong Utility Project Demand - What's Changed

In recent months, Powell Industries has benefited from strong project activity in electric utility and industrial markets and completed the acquisition of Remsdaq Ltd. to expand its electrical automation solutions for utility customers. Investor interest has intensified as the company pairs a solid order backlog and a history of topping earnings estimates with efforts to counter rising material and operating costs. We’ll now explore how this combination of robust project demand and the...
NYSE:F
NYSE:FAuto

Ford Energy Launch Adds New Dimension To Ford Motor Valuation Story

Ford Motor (NYSE:F) has launched a new battery energy storage business called Ford Energy. Lisa Drake has been appointed president of Ford Energy to lead this initiative. Ford is repurposing its BlueOval SK plant in Kentucky to manufacture battery storage systems for the new business. For you as an investor, Ford’s move into battery energy storage highlights how the company is approaching electrification beyond vehicles. Instead of focusing only on EVs, Ford Motor (NYSE:F) is now connecting...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP) Valuation Check As Q4 Earnings And Debt Concerns Draw Closer Scrutiny

Why Brookfield Infrastructure Partners Is In Focus Ahead of Earnings Brookfield Infrastructure Partners (NYSE:BIP) is in the spotlight as it releases its fourth quarter results today, with investors weighing its dividend yield, earnings outlook, and balance sheet risks. See our latest analysis for Brookfield Infrastructure Partners. At a share price of US$35.32, Brookfield Infrastructure Partners has posted a 3.82% 90 day share price return and a 15.83% 1 year total shareholder return,...