NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Braze (BRZE): Reassessing Valuation After Earnings Beat, Raised Guidance and New BTIG Buy Coverage

Braze (BRZE) has had a busy stretch, with revenue beating expectations, guidance nudged higher, and fresh Buy coverage from BTIG all landing within days. Naturally, investors are asking what comes next. See our latest analysis for Braze. Those upbeat results and new coverage have lit a fire under sentiment, with the 30 day share price return of 30.31 percent standing out against a still negative year to date share price performance. This suggests momentum is rebuilding after a choppy stretch...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

Kymera Therapeutics (KYMR): Valuation Check After KT-621 Phase 1b Success and FDA Fast Track Nod

Kymera Therapeutics (KYMR) just gave investors a one two punch of good news, with upbeat Phase 1b data for its oral STAT6 degrader KT-621 in atopic dermatitis and an FDA Fast Track designation. See our latest analysis for Kymera Therapeutics. The latest Fast Track nod and strong KT-621 data help explain why Kymera’s 30 day share price return is 29.57% and year to date share price return is 105.40%. This reinforces an already powerful 3 year total shareholder return of 217.18% and suggests...
NYSE:DLR
NYSE:DLRSpecialized REITs

The Bull Case For Digital Realty Trust (DLR) Could Change Following Board, Audit Shift Toward AI Power Expertise

Earlier this month, Digital Realty Trust announced that Stephen R. Bolze, a veteran infrastructure and industrial executive with leadership experience at Blackstone and General Electric, was elected as an independent director effective January 1, 2026, and will join the Audit Committee. His deep background in power and large-scale infrastructure could be especially important for a data center operator increasingly focused on energy-hungry AI workloads and capacity expansion. Next, we’ll...
NYSE:AMT
NYSE:AMTSpecialized REITs

How Investors May Respond To American Tower (AMT) Pivot Toward CoreSite’s AI-Focused Data Center Expansion

Earlier in 2025, American Tower Corporation reported strong Q3 results, with revenue and net income beating expectations helped by favorable foreign currency movements. The company is sharpening its focus on developed markets while rapidly expanding its CoreSite data center platform to capture rising AI-related demand. Next, we’ll examine how this renewed emphasis on CoreSite’s AI-driven data center growth could reshape American Tower’s investment narrative. Explore 28 top quantum computing...
NYSE:FDP
NYSE:FDPFood

Fresh Del Monte Produce (NYSE:FDP): Assessing Valuation After Bullish Coverage and Ongoing Share Buybacks

Fresh Del Monte Produce (FDP) is back on investors radar as bullish coverage focuses on its improving balance sheet, ongoing share buyback, and the potential for stronger cash returns over the next year. See our latest analysis for Fresh Del Monte Produce. At a share price of $37.55, Fresh Del Monte’s recent 8.8 percent 1 month share price return and 16.7 percent 1 year total shareholder return suggest momentum is quietly building as buybacks, divestitures, and debt reduction reshape the risk...
NYSE:WOR
NYSE:WORMachinery

Worthington Enterprises (WOR): Reassessing Valuation After the Recent Share Price Pullback

Worthington Enterprises (WOR) has been quietly reshaping itself into a focused consumer and building products manufacturer, and the stock’s recent pullback has investors wondering whether this is a fresh entry point or a pause. See our latest analysis for Worthington Enterprises. After a strong run earlier in the year, Worthington’s recent 7 day share price return of negative 10.25 percent and 90 day share price return of negative 14.22 percent suggest momentum is cooling, even though the 3...
NYSE:DXC
NYSE:DXCIT

DXC Technology (DXC) Valuation Check After AdvisoryX AI Push and New Digital Leadership

DXC Technology (DXC) just launched AdvisoryX, a global advisory group focused on helping enterprises turn AI ambition into execution, backed by a detailed study on how leaders are actually deploying AI today. See our latest analysis for DXC Technology. Those moves around AdvisoryX and DXC's new Chief Digital Information Officer seem to have caught investors' attention, with a 30 day share price return of 28.69 percent helping reverse some of the deeper multiyear total shareholder return...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Cooper Companies (COO): Valuation Check After Continued Insider Buying by CooperVision CEO

Cooper Companies (COO) just drew fresh attention after White Albert G III, head of its CooperVision unit, bought another 10,000 shares, extending a year long pattern of insider purchases without any sales. See our latest analysis for Cooper Companies. That confidence has coincided with improving sentiment, with a roughly 21% 3 month share price return helping to offset weaker year to date and 1 year total shareholder returns that remain in negative territory. This suggests momentum may be...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

Assessing PTC Therapeutics (PTCT) Valuation After Health Canada’s Sephience Approval Expands PKU Market Potential

PTC Therapeutics (PTCT) just secured Health Canada approval for Sephience, extending its phenylketonuria treatment to a wide range of Canadian patients and building on earlier US and European green lights. See our latest analysis for PTC Therapeutics. The Sephience approval lands as momentum in PTC Therapeutics' shares has been building, with a roughly 30 percent 3 month share price return and about 70 percent 1 year total shareholder return. This underscores how regulatory wins are reshaping...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC): Exploring Valuation After Recent Pullback and Mixed Year-To-Date Performance

Belden (BDC) has quietly delivered a mixed return profile, with the stock up about 4% year to date but down roughly 10% over the past 3 months, prompting fresh interest in its valuation. See our latest analysis for Belden. That pattern fits a stock where sentiment has cooled recently, even as the longer term story remains constructive, with solid double digit multi year total shareholder returns suggesting resilience beneath the latest share price pullback. If Belden has you thinking about...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Willdan Group (WLDN) Is Up 7.6% After Raising 2025 Targets And Buying AI Power Firm

Recently, Willdan Group reported strong earnings, raised its 2025 financial targets, and completed the acquisition of Alternative Power Generation, Inc., expanding its AI-driven energy infrastructure capabilities. This combination of upgraded guidance, growing utility-focused software and analytics contracts, and enhanced data-center solutions highlights Willdan’s emerging role in supporting the U.S. energy transition. Next, we’ll explore how Willdan’s upgraded guidance and AI-focused...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Assessing Allegro MicroSystems (ALGM) Valuation After Sector Lift From Micron’s Bullish Revenue Outlook

Allegro MicroSystems (ALGM) climbed about 4% after Micron Technology issued an upbeat revenue forecast, which lifted sentiment across semiconductor names and signaled healthier demand and pricing for AI exposed chipmakers. See our latest analysis for Allegro MicroSystems. Today’s move comes after a choppy stretch, with a roughly 15% 3 month share price decline followed by a near 15% 1 month share price rebound. This suggests momentum is tentatively returning despite a stronger 1 year total...
NYSEAM:UEC
NYSEAM:UECOil and Gas

What Uranium Energy (UEC)'s Vertical Integration Push and Narrowing Losses Means For Shareholders

Uranium Energy Corp. reported first‑quarter 2025 results to October 31, 2025, narrowing its net loss to US$10.34 million from US$20.16 million a year earlier, with basic and diluted loss per share from continuing operations improving to US$0.02 from US$0.05. At the same time, the company’s shift from developer to producer, acquisition of the Sweetwater Complex, and launch of a refining and conversion subsidiary have begun to define Uranium Energy as a vertically integrated U.S. uranium...
NasdaqGS:ABCL
NasdaqGS:ABCLLife Sciences

Will AbCellera’s (ABCL) Bruker Patent Settlement and Royalties Shift Its Long-Term Revenue Narrative?

On December 18, 2025, AbCellera Biologics announced it had resolved its global patent litigation with Bruker Corporation through a settlement and patent license agreement, under which Bruker will pay AbCellera US$36 million upfront plus ongoing royalties on sales of its Beacon Optofluidic platform products for the life of the licensed patents. This deal not only removes legal uncertainty but also adds a new royalty stream that could complement AbCellera’s transition toward downstream,...
NYSE:KMX
NYSE:KMXSpecialty Retail

Is CarMax Stock a Value Opportunity After a 52% Slide in 2025?

Wondering if CarMax is a beaten down bargain or a value trap at current levels? This article will walk you through what the stock price is really implying. After sliding 6.2% over the last week, CarMax is still up 12.5% for the past month, yet it remains deeply underwater with a -52.6% year to date return and -54.3% over the last year. Those sharp moves have come as investors reassess used car demand, financing costs, and consumer credit conditions, while also watching how CarMax adapts to...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Does Qualcomm’s 2025 Rally Still Leave Room for Further Upside Potential?

Wondering if QUALCOMM is still a smart buy after its big run, or if most of the upside is already priced in? This article breaks down what the current share price really implies. The stock has slipped about 1.7% over the last week but is still up 5.5% in the past month, 14.1% year to date, and 17.2% over the last year, hinting at solid momentum despite short term volatility. That move has come as investors double down on the semiconductor and wireless infrastructure story, with QUALCOMM...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Reassessing QuantumScape (QS) Valuation After New OEM Partnership and Expanded Volkswagen PowerCo Ties

QuantumScape (QS) is back in the spotlight after signing a joint development agreement with a top-10 global automaker and deepening ties with Volkswagen’s PowerCo, moves that signal real progress toward commercial solid-state batteries. See our latest analysis for QuantumScape. The flurry of new OEM deals, PowerCo support and progress on the Eagle Line has arrived after a choppy few weeks, with a 30 day share price return of negative 8.27 percent but a powerful year to date share price return...
NYSE:GLW
NYSE:GLWElectronic

Should Cramer’s Spotlight on Corning’s AI Fiber Role Require Action From Corning (GLW) Investors?

Earlier this week, Jim Cramer highlighted Corning Incorporated’s push to replace copper with optical fiber in data centers and underscored its long-running specialty glass relationship with Apple after visiting one of its manufacturing facilities. The commentary brought fresh attention to Corning’s role in enabling AI-focused data centers, framing its fiber and glass technologies as core infrastructure rather than just components. We’ll now explore how this renewed focus on Corning’s fiber...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Is Palo Alto Networks Stock Pricing In Its AI Security Growth Potential?

If you are wondering whether Palo Alto Networks is still worth buying at today's price, you are not alone. This stock sits at the crossroads of cybersecurity hype and long term fundamentals. Despite short term moves like a 2.5% dip over the last week and a 6.5% slide over the past month, longer horizons look much stronger, with the stock up 164.6% over 3 years and 205.4% over 5 years. Those swings have come as Palo Alto Networks continues to consolidate its platform and push deeper into AI...
NYSE:ELF
NYSE:ELFPersonal Products

Is It Time To Reassess e.l.f. Beauty After Its Major Multi Year Share Price Surge?

If you are wondering whether e.l.f. Beauty is a bargain again or still priced for perfection, especially after its huge multi year run, you are not alone in trying to figure out what a fair entry point looks like now. The stock has bounced recently, rising 5.3% over the last week and 12.9% over the past month. That is still against a much tougher backdrop, with returns of -34.6% year to date and -37.5% over the last year, following a 47.7% gain over three years and a 244.6% gain over five...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings (NasdaqGS:ARM): Reassessing Valuation After China EUV Breakthrough Fears and Analyst Downgrades

Arm Holdings (ARM) is back in the spotlight after reports that China has built a prototype extreme ultraviolet lithography machine, a potential long term competitive threat that has rattled sentiment across the AI chip ecosystem. See our latest analysis for Arm Holdings. Those China headlines and recent analyst downgrades have landed on a stock that was already cooling off, with the 30 day share price return of minus 16.76 percent and year to date share price return of minus 11.05 percent...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Marvell Technology (MRVL): Reassessing Valuation After Sector Rally on Micron’s AI-Fueled Outlook

Marvell Technology (MRVL) edged higher after Micron's upbeat earnings and outlook rippled through semiconductor names, as investors leaned back into AI and data center plays that had sold off earlier this year. See our latest analysis for Marvell Technology. Zooming out, that Micron fueled bounce sits against a tougher backdrop, with Marvell's share price down sharply year to date despite a solid 90 day share price return and impressive three year total shareholder return. This suggests long...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

What Pegasystems (PEGA)'s Agentic AI Upgrade and Dividend Reaffirmation Means For Shareholders

Earlier this week, Pegasystems Inc. launched a new version of its Pega Client Lifecycle Management platform, adding advanced agentic AI to automate onboarding, document processing, screening, and risk assessment for global financial institutions, and also reaffirmed its quarterly cash dividend of US$0.03 per share for payment in January 2026. The integration of predictable AI agents, GenAI-powered document handling, and real-time Moody’s entity verification positions Pega CLM as a...
NasdaqGS:VFS
NasdaqGS:VFSAuto

How Investors May Respond To VinFast Auto (VFS) Expanding EV Manufacturing With A New Indonesia Plant

VinFast Auto has opened its first Southeast Asian factory outside Vietnam in Subang, Indonesia, now producing VF 5, VF e34, and VF 6 models with initial annual capacity of 50,000 cars and plans to lift total investment in the country to as much as US$1 billion. By bringing full EV manufacturing, long-warranty family SUVs like the VF 8, and ecosystem partnerships into Indonesia, VinFast is seeking to embed itself early in one of the region’s fastest-growing auto markets. We’ll now examine how...