NYSE:MCY
NYSE:MCYInsurance

Mercury General (MCY) Valuation Check As Dual NYSE Texas Listing Targets Wider Investor Base

What Mercury General’s dual listing could mean for shareholders Mercury General (MCY) recently announced a dual listing on NYSE Texas, keeping its primary NYSE listing while using the same MCY ticker. The move is tied directly to its growing footprint in Texas insurance markets. See our latest analysis for Mercury General. Mercury General’s dual listing comes after a period of mixed short term share price moves but very strong longer term gains, with a 14.56% 90 day share price return and a...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Is Up 5.2% After Issuing Confident 2026 Revenue Outlook and Pipeline Update

Earlier this month, Mirum Pharmaceuticals presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, outlining its business outlook and pipeline plans to investors. The company underscored 2026 revenue guidance of US$630–US$650 million and highlighted several impending late-stage clinical readouts and intellectual property actions as key business drivers. Next, we'll examine how Mirum's confident 2026 revenue guidance and upcoming pivotal trial readouts could reshape...
NYSE:OUT
NYSE:OUTSpecialized REITs

Is OUTFRONT’s ANA Partnership Reframing Its Competitive Position in Brand Relationships for OUT (OUT)?

OUTFRONT Media recently announced it has joined the Association of National Advertisers (ANA) as a 2026 Strategic Partner, becoming the first out-of-home media company to participate in this program and securing a presence across key ANA events including the ANA Masters of Marketing Conference. This partnership elevates OUTFRONT’s access to senior brand marketers and gives it a platform to promote in-real-life media as a core element of modern marketing strategies. We will now examine how...
NYSE:MHO
NYSE:MHOConsumer Durables

A Look At M/I Homes (MHO) Valuation As Recent Returns Show Mixed Momentum

M/I Homes (MHO) has drawn investor attention after recent share price moves, with the stock showing mixed returns over the past week, month, and past 3 months as housing demand and sentiment continue to influence trading. See our latest analysis for M/I Homes. At a share price of $137.16, M/I Homes has given investors a 30 day share price return of 7.45%, while the 3 year total shareholder return of 149.43% and 5 year total shareholder return of 156.81% point to strong longer term compounding...
NYSE:EGY
NYSE:EGYOil and Gas

A Look At VAALCO Energy (EGY) Valuation After Strong 2025 Outlook And Etame Drilling Results

VAALCO Energy (EGY) is drawing attention after reporting full year 2025 production and sales volumes around the midpoint and top of guidance, alongside encouraging drilling results at its Etame complex offshore Gabon. See our latest analysis for VAALCO Energy. The production and sales update lands after a strong run in the share price, with a 7 day share price return of 23.29% and a 30 day share price return of 31.20%. The 5 year total shareholder return of 136.12% points to momentum that has...
NYSE:TPC
NYSE:TPCConstruction

Tutor Perini (TPC) Valuation Check After Earnings Growth Optimism And Analyst Revisions

Tutor Perini (TPC) is back in focus after expectations for strong year over year earnings growth and cautiously optimistic analyst revisions helped the stock outperform both the S&P 500 and the broader Construction sector. See our latest analysis for Tutor Perini. At a share price of $75.09, Tutor Perini has recently seen a 7.29% 1 month share price return and an 11.89% 3 month share price return, while its 1 year total shareholder return is very large. This suggests momentum has been...
NasdaqCM:ABTC
NasdaqCM:ABTCSoftware

American Bitcoin (ABTC) Valuation After New Bitcoin Reserves Disclosure And Bitcoin Yield Metric Launch

American Bitcoin’s new disclosure focus American Bitcoin (ABTC) is drawing fresh attention after highlighting more than 5,098 Bitcoin in reserves and rolling out a Bitcoin Yield Metric aimed at giving investors clearer insight into changes in its holdings. See our latest analysis for American Bitcoin. That renewed focus on its 5,098 Bitcoin reserves and the new Bitcoin Yield Metric comes after a tough period, with American Bitcoin’s share price return declining 67.78% over 90 days and 7.87%...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

A Look At CSX (CSX) Valuation After Softer Analyst Expectations For Upcoming Results

CSX (CSX) is back in focus after recent analyst commentary pointed to a slightly negative outlook for its upcoming quarterly results, with earnings estimates revised down and revenue expectations essentially flat. See our latest analysis for CSX. At a share price of US$36.25, CSX has had a mixed run, with recent 7 day and 1 year share price returns stronger than its largely flat year to date move. At the same time, multi year total shareholder returns in the low double digits suggest steadier...
NYSE:MD
NYSE:MDHealthcare

Assessing Pediatrix Medical Group (MD) Valuation As It Refocuses On Core Women’s And Children’s Care

Why Pediatrix Medical Group Is Back on Investor Radar Pediatrix Medical Group (MD) is attracting fresh attention as it refocuses on core women’s and children’s healthcare services. The company is aiming to tighten operations and margins while the market waits for clearer signs of contract and profitability progress. See our latest analysis for Pediatrix Medical Group. After a strong 29.5% 90 day share price return and a 57.95% total shareholder return over the past year, recent 1 day and 7...
NYSE:TJX
NYSE:TJXSpecialty Retail

Does TJX’s Upbeat Guidance and 7,000-Store Goal Change The Bull Case For TJX Companies (TJX)?

TJX Companies recently reported a strong past-quarter performance, with revenues rising 7.5% year on year, comparable-store sales up 5%, and management raising full-year guidance for sales, profit margin, and earnings per share. The company is pairing this momentum with an ambitious plan to expand its off-price store base to about 7,000 locations globally while returning US$3.10 billion to shareholders through buybacks and dividends in the first nine months of fiscal 2026. Now, we'll examine...
NYSE:OBK
NYSE:OBKBanks

A Look At Origin Bancorp (OBK) Valuation After Recent Share Price Momentum

Origin Bancorp overview and recent performance Origin Bancorp (OBK) has attracted investor attention recently, with the share price around $40.44 and a mix of short term and longer term total returns that give a useful starting point for evaluating the stock. See our latest analysis for Origin Bancorp. While the latest 1-day share price return of 0.10% is relatively muted, the 90-day share price return of 19.40% and 1-year total shareholder return of 17.02% suggest momentum has been building...
NYSE:BHVN
NYSE:BHVNBiotechs

Assessing Biohaven (BHVN) Valuation After Positive MoDE And TRAP Degrader Clinical Updates

Biohaven (BHVN) is back in focus after reporting early clinical experience from its MoDE and TRAP degrader platforms in IgA nephropathy and Graves' disease, along with a fresh pipeline update at a major healthcare conference. See our latest analysis for Biohaven. Biohaven's recent MoDE and TRAP degrader data, along with its high profile conference appearance, comes after a sharp rebound in momentum, with a 7 day share price return of 18.27% and a 30 day share price return of 21.11% from a...
NYSE:YMM
NYSE:YMMTransportation

Assessing Full Truck Alliance (YMM) Valuation After JPMorgan Downgrade And Slower Growth Progress

Full Truck Alliance (YMM) came under pressure after JPMorgan cut its rating to Underweight, arguing that recent platform governance changes and international expansion have not yet translated into sustainable growth or margin improvement. See our latest analysis for Full Truck Alliance. The JPMorgan downgrade comes against a weaker backdrop for the stock, with a 30-day share price return showing an 11.17% decline and a 90-day return showing a 22.12% decline. The latest price of US$9.86 leaves...
NYSE:SILA
NYSE:SILAHealth Care REITs

Does Sila’s New Oklahoma Rehab Facility Deal Alter the Bull Case For Sila Realty Trust (SILA)?

Sila Realty Trust, Inc. recently completed the US$43.1 million acquisition of a fully leased inpatient rehabilitation facility in Oklahoma City, Oklahoma, which has been expanded to 58 beds and is operated under a long-term absolute-net lease with a corporate guaranty. This transaction reinforces Sila Realty Trust’s focus on healthcare real estate anchored by long-duration, necessity-based assets with strong occupancy and limited local competition, aiming to support consistent cash...
NasdaqGS:ERAS
NasdaqGS:ERASBiotechs

Do Early ERAS-0015 Data Reframe Erasca’s (ERAS) Ambitions in RAS-Targeted Oncology?

Erasca recently reported encouraging early Phase 1 AURORAS-1 data for its pan-RAS molecular glue degrader ERAS-0015, showing multiple partial responses across RAS-mutated tumor types with a clean safety profile and linear pharmacokinetics, while ERAS-4001 continued dose escalation in the BOREALIS-1 trial. What makes this update particularly interesting is that meaningful anti-tumor activity emerged at a relatively low 8 mg once-daily dose, potentially widening the drug’s future dosing window...
NYSE:VRT
NYSE:VRTElectrical

Assessing Vertiv Holdings Co (VRT) Valuation After Recent Share Price Strength

Why Vertiv Holdings Co (VRT) Is On Investors’ Radar Vertiv Holdings Co (VRT) has drawn attention after a recent move in its share price, with the stock last closing at $176.93, putting recent returns and fundamentals in focus for investors. See our latest analysis for Vertiv Holdings Co. Recent moves fit into a mixed picture, with a 1-day share price return of 2.54% and 7-day gain of 8.16%, alongside a modest 90-day share price return of 0.68%. At the same time, the 1-year total shareholder...
NYSE:MPW
NYSE:MPWHealth Care REITs

Do Upbeat MPW Earnings Revisions Hint At A Turning Point In Medical Properties Trust’s Narrative?

In recent days, coverage of Medical Properties Trust has focused on its upcoming earnings report, with analysts expecting quarterly EPS of $0.15 and revenue of about $245.22 million, both compared with the same period last year. An interesting angle is that, despite the forecast EPS decline, upward revisions to earnings estimates and a Zacks Rank of #2 (Buy) have pointed to improving analyst confidence in the REIT’s near-term outlook. Next, we’ll examine how these upward earnings revisions...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

Assessing Texas Capital Bancshares (TCBI) Valuation After Record Q3 2025 Earnings And New US$200m Buyback

Texas Capital Bancshares (TCBI) has drawn investor attention after reporting record Q3 2025 earnings per share of $2.18, alongside 12% year-over-year revenue growth, and unveiling a new $200 million share repurchase program for 2026. See our latest analysis for Texas Capital Bancshares. Those record Q3 results and the new US$200m buyback come as the share price sits at US$98.01, close to its recent 52 week high. The 30 day share price return is 5.85%, the 90 day share price return is 20.14%,...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Is Limbach Holdings (LMB) Quietly Repositioning Its Service-Led Strategy With These New Leadership Moves?

Limbach Holdings, Inc. recently appointed long-time leaders Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, and earlier in January added HVAC veteran Terry Dugan to its Board and Compensation Committee. Together, these leadership moves deepen Limbach’s building-systems expertise, reinforce its owner-direct and mission-critical focus, and may influence how the company pursues profitable growth, cash generation, and...
NYSE:ED
NYSE:EDIntegrated Utilities

What Consolidated Edison (ED)'s New York Rate-Hike Backlash Means For Shareholders

In January 2026, more than 100 Westchester and New York state officials urged regulators to reject Consolidated Edison’s 2026–2028 rate hike settlement, arguing even the reduced 2.8% electric and 2% gas increases would unduly burden residents and small businesses already struggling with affordability. The clash highlights how mounting concerns over customer arrears and cost-of-living pressures can intensify regulatory risk for a regulated utility heavily tied to New York City and surrounding...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

A Look At Willis Lease Finance (WLFC) Valuation After New Blackstone Partnership And Willis Aviation Capital Launch

Willis Lease Finance (WLFC) has just reshaped its growth playbook by pairing a planned US$1b aircraft engine leasing partnership with Blackstone Credit & Insurance with the launch of Willis Aviation Capital to manage third party aviation assets. See our latest analysis for Willis Lease Finance. The recent announcements appear to have caught the market’s attention, with a 1 month share price return of 36.98% and a 3 month share price return of 41.69% helping build short term momentum. This...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Did 10x Genomics’ (TXG) Clinical Collaborations and CLIA Push Just Recast Its Investment Narrative?

In January 2026, 10x Genomics and its partners, including Dana-Farber Cancer Institute, Brigham & Women’s Hospital, the Cancer Research Institute and CareDx, announced a series of collaborations to apply single-cell and spatial technologies across oncology, autoimmune disease, immuno-oncology and transplantation, alongside unaudited 2025 revenue of about US$642.8 million, or US$598.7 million excluding patent litigation settlements. These alliances, together with plans for a CLIA-certified...
NasdaqGS:MIDD
NasdaqGS:MIDDMachinery

Assessing Middleby (MIDD) Valuation After Recent Mixed Share Price Performance

Middleby: Recent Performance Snapshot Middleby (MIDD) has been trading quietly, with the share price last closing at US$148.53 and showing mixed returns, including a small move over the past month and a stronger gain across the past 3 months. See our latest analysis for Middleby. While Middleby’s 1-day share price return of 0.21% decline and 7-day share price return of 5.81% decline suggest some recent cooling, the 90-day share price return of 10.44% and 1-year total shareholder return of...
NYSE:DEI
NYSE:DEIOffice REITs

A Look At Douglas Emmett (DEI) Valuation After Recent Analyst Downgrades On Occupancy And FFO Concerns

Several firms have recently downgraded Douglas Emmett (DEI), pointing to persistent weakness in occupancy and leasing momentum across its Los Angeles office portfolio, along with lower funds from operations estimates and a slower regional recovery. See our latest analysis for Douglas Emmett. The recent downgrades arrive after a difficult period for investors, with a 1 year total shareholder return of 32.94% decline and a 5 year total shareholder return of 50.07% decline. The latest US$11.12...