NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Dexcom’s New Clinician Academy: A Subtle Shift in DXCM’s Long‑Term Competitive Moat?

Earlier this month, Dexcom launched Dexcom Academy across several EMEA markets, offering personalised, app-based training for healthcare professionals on its CGM products and broader diabetes care. This education platform, co-created with clinicians and focused on practical, consultation-ready content, signals Dexcom’s effort to deepen CGM adoption while easing clinical workloads. We’ll now examine how this push into clinician-focused education could influence Dexcom’s longer-term investment...
NYSE:POST
NYSE:POSTFood

Will Post Holdings’ US$1.30 Billion Debt Recast Reshape POST’s Long‑Term Capital Allocation Narrative?

Post Holdings has recently completed a private offering announcement for US$1.30 billion of unsecured senior notes due 2036 and moved to redeem the remaining US$1.24 billion of its 5.50% senior notes due 2029 at a small premium, ending interest accrual on those securities from December 17, 2025. This refinancing reshapes Post’s debt profile by extending maturities, potentially altering interest costs and freeing up flexibility for future capital allocation priorities. We’ll now examine how...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

Is It Too Late To Consider LPL Financial After Five Year 277% Share Price Surge?

Wondering if LPL Financial Holdings at around $380 a share is still worth buying, or if the big gains are already behind it? You are not the only one trying to figure out what is really priced in. The stock has climbed 2.7% over the last week, 2.8% over the past month, and is now up 16.1% year to date, building on a powerful 277.3% gain over five years that signals investors have been willing to pay up for its story. Behind those moves, the big narrative has been LPL's continued expansion of...
NYSE:MSGS
NYSE:MSGSEntertainment

Why Madison Square Garden Sports (MSGS) Is Up 5.2% After Q1 Beat And Knicks Credit Expansion

Madison Square Garden Sports recently reported Q1 Fiscal 2026 results that beat earnings expectations despite a revenue miss and amended credit facilities for its subsidiaries, including a US$425 million revolving credit line for the New York Knicks. At its December 2025 annual meeting, the Dolan family’s control was reinforced through Class B voting support, while shareholders backed executive pay and the company’s 2026 auditor, underscoring enduring governance influence over the Knicks and...
NYSE:KNSL
NYSE:KNSLInsurance

Why Kinsale Capital Group (KNSL) Is Up 9.9% After Expanding Its Share Buyback Capacity And Debt Flexibility

On December 11, 2025, Kinsale Capital Group announced board approval for a new US$250,000,000 share repurchase program, coinciding with amendments to its note purchase and credit agreements that loosen restrictions on returning capital to shareholders when no default exists. This combination of a sizable new buyback and more flexible debt covenants highlights management’s emphasis on capital returns alongside growth and underwriting discipline. Next, we’ll examine how this expanded share...
NYSE:HWM
NYSE:HWMAerospace & Defense

Earnings-Per-Share Surge Could Be A Game Changer For Howmet Aerospace (HWM)

In recent years, Howmet Aerospace has grown annual revenue by 11.4% and lifted earnings per share by a very large 42.7%, helped by active share repurchases and rising market share for its lightweight, multi-material components across transportation applications. This combination of solid top-line expansion and aggressive capital return suggests management has been effective at turning operational progress into faster per-share earnings growth. Now we’ll explore how this powerful...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

How Investors May Respond To SS&C Technologies (SSNC) Winning Voss Capital Fund Administration Mandate

Earlier this month, SS&C Technologies Holdings announced that Houston-based Voss Capital selected SS&C GlobeOp as fund administrator across two funds with US$375 million in assets and its separately managed accounts, highlighting the breadth of SS&C’s integrated Eze Eclipse and GlobeOp offering. The win with Voss Capital, a contrarian value investor focused on special situations, showcases SS&C’s ability to support sophisticated managers through a scalable, end-to-end operations,...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

Will Rush Enterprises' US$150 Million Buyback and Governance Reset Change Rush Enterprises' (RUSH.A) Narrative

Earlier in December 2025, Rush Enterprises’ board approved second amended and restated articles of incorporation and authorized a new share repurchase program of up to US$150 million in class A and/or class B shares, running through December 31, 2026. The combination of refreshed corporate governance documents and a renewed buyback authorization signals management’s commitment to capital return while retaining flexibility in how it allocates resources between its dual share classes. We’ll...
NYSE:BCC
NYSE:BCCTrade Distributors

Should CEO Transition and Unfilled COO Role at Boise Cascade (BCC) Require Action From Investors?

Boise Cascade has announced that CEO Nate Jorgensen will retire on March 2, 2026, with current COO Jeff Strom stepping into the top role the next day while Jorgensen remains on the board. The decision not to replace the COO position, alongside elevating a 19-year company veteran with deep distribution experience, could meaningfully influence how Boise Cascade organizes leadership and executes its operations agenda. We’ll now examine how elevating Jeff Strom from COO to CEO, while leaving the...
NYSE:CURB
NYSE:CURBRetail REITs

Is Curbline’s Regular And Special Dividend Mix Quietly Reframing Its Capital Strategy For CURB?

In December 2025, Curbline Properties Corp. declared a past fourth-quarter cash dividend of US$0.16 per share and a special dividend of US$0.03 per share, both payable on January 7, 2026 to shareholders of record as of December 22, 2025. The combination of a regular and special dividend can be read as a signal about management’s confidence in the company’s current cash-generating ability. Next, we’ll examine how the combination of a regular and special dividend shapes Curbline Properties’...
NasdaqGS:BL
NasdaqGS:BLSoftware

How Investors May Respond To BlackLine (BL) Saudi Cloud Launch And Compliance-Focused Expansion

In December 2025, BlackLine, Inc. expanded its global cloud footprint by launching a locally hosted cloud region in Saudi Arabia with Google Cloud Platform, offering lower latency and compliance with the Kingdom’s NCA Essential Cybersecurity Controls and Cloud Cyber Security Controls. This move allows Saudi organizations to use BlackLine’s unified, AI-powered financial operations platform while keeping data within the country, deepening its links to major partners like SAP, EMEA, and...
NYSE:PUMP
NYSE:PUMPEnergy Services

ProPetro (PUMP): Assessing Valuation After a 118% Three-Month Share Price Surge

ProPetro Holding (PUMP) has quietly outpaced many energy peers over the past 3 months, with the stock up around 118%, even as recent daily and weekly moves have turned negative. See our latest analysis for ProPetro Holding. That surge sits against a more modest backdrop, with a year-to-date share price return of 3.75%, a 12.28% one-year total shareholder return and a 40.66% five-year total shareholder return, suggesting momentum is building but still vulnerable to pullbacks at the current...
OTCPK:AAGF.F
OTCPK:AAGF.FMetals and Mining

Assessing Aftermath Silver (OTCPK:AAGF.F) Valuation Following Berenguela’s New Mineral Resource Estimate

Aftermath Silver (OTCPK:AAGF.F) just dropped a fresh Mineral Resource Estimate for its Berenguela project in southern Peru, updating the geological model and resource mix in a way that could shift how the market values the asset. See our latest analysis for Aftermath Silver. The new Berenguela resource update lands after a strong run, with the stock delivering a year to date share price return of roughly 108 percent and a 3 year total shareholder return above 200 percent, even though momentum...
NasdaqGS:JBHT
NasdaqGS:JBHTTransportation

J.B. Hunt (JBHT) valuation check after Fed rate cut optimism and freight recovery hopes

J.B. Hunt Transport Services (JBHT) is back in the spotlight after the Federal Reserve’s rate cut, with several high profile commentators pointing to the shipper as a prime beneficiary of easing financial conditions. See our latest analysis for J.B. Hunt Transport Services. That optimism is already showing up in the numbers, with the stock delivering a powerful 22.03 percent 1 month share price return and a 45.71 percent 3 month share price return. Longer term total shareholder returns look...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Valuation Check After Morgan Stanley’s Bullish WFE Outlook and Strong Cash Flow Signals

Morgan Stanley's upbeat wafer fab equipment outlook, supported by demand from TSMC and DRAM, has put KLA (KLAC) back in focus. Strong cash flows and bullish options activity are prompting investors to reassess the stock's potential upside. See our latest analysis for KLA. Despite a sharp 1 day share price pullback, KLA still sits near its record high at $1,193.92, with a 30 day share price return of 5.25 percent, a 90 day share price return of 20.73 percent and a standout year to date share...
NYSE:DK
NYSE:DKOil and Gas

Delek US (DK) Valuation Check After Strong 1-Year Rally and Recent Share Price Pullback

Delek US Holdings (DK) has been on a volatile run lately, with the share price sliding over the past month despite a strong year to date. That disconnect has value focused investors paying closer attention. See our latest analysis for Delek US Holdings. Despite that recent pullback, the bigger picture remains impressive, with an 85.47% year to date share price return and a 106.38% one year total shareholder return. This suggests strong but cooling momentum as investors reassess risk and...
NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

Royalty Pharma (RPRX): Revisiting Valuation After Fresh Analyst Upgrades and Strengthening Buy-Side Consensus

Royalty Pharma (RPRX) is back in focus after TD Cowen reaffirmed its buy rating and lifted expectations, adding to a string of upbeat calls from other major firms that are steadily reshaping sentiment. See our latest analysis for Royalty Pharma. Despite a softer patch in the last week, with a negative 7 day share price return, Royalty Pharma’s roughly 49 percent year to date share price return and 58 percent one year total shareholder return show that momentum is still firmly building behind...
NYSE:DAR
NYSE:DARFood

Darling Ingredients (DAR): Assessing Valuation After Recent Share Price Recovery Bounce

Darling Ingredients (DAR) has quietly put together a solid stretch of returns, with the stock up about 5% over the past month and roughly 17% in the past 3 months. See our latest analysis for Darling Ingredients. That recent 16.6% 3 month share price return looks more like a recovery bounce than a breakout, especially when you set it against a flat 1 year total shareholder return and weak longer term figures. If Darling Ingredients has you rethinking where the next leg of growth might come...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

Are SLM’s (SLM) Margin Pressures Reframing Its Profitability Story More Than Investors Realize?

Following SLM Corp.’s recent Investor Forum, several analysts adjusted their views, highlighting concerns over lower gain-on-sale margins from loan sales and higher operating expenses, while the company remains profitable. The split between cautious downgrades and ongoing positive ratings underscores how the same guidance update is being interpreted in very different ways by the analyst community. We’ll now examine how these revised expectations for gain-on-sale margins and expenses may...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Does Microsoft Still Offer Upside After AI Investment Push and Recent Share Price Pullback?

If you are wondering whether Microsoft is still worth considering after its strong run over the last few years, or if most of the potential upside is already priced in, this article is for you. Despite a strong longer term track record, with the share price up 100.2% over 3 years and 128.1% over 5 years, the stock has cooled recently, slipping 1.0% over the past week and 6.2% over the last month. It still sits 14.3% higher year to date and 7.8% above where it was a year ago. Recent headlines...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Valuation After REDEMPLO Approval, Plozasiran Breakthrough Status and ARO-MAPT Trial Progress

Arrowhead Pharmaceuticals (ARWR) has had a busy stretch, with REDEMPLO winning FDA approval, plozasiran earning Breakthrough Therapy status, and ARO MAPT entering human trials, all of which are reshaping how investors view the stock. See our latest analysis for Arrowhead Pharmaceuticals. All of this clinical and regulatory momentum has shown up in the numbers, with a roughly 70 percent 1 month share price return and a powerful 220 percent 1 year total shareholder return. This suggests...
NasdaqGS:OMCL
NasdaqGS:OMCLMedical Equipment

Taking Stock of Omnicell (OMCL) After Titan XT Launch: What the New Platform Means for Valuation

Omnicell (OMCL) just rolled out Titan XT, an enterprise grade automated dispensing platform tightly integrated with its OmniSphere cloud, and investors are already asking what this means for growth and the stock. See our latest analysis for Omnicell. The launch of Titan XT lands after a strong run in the shares, with a 30 day share price return of roughly 25 percent and a 90 day gain of about 36 percent. This comes even though the 1 year total shareholder return remains slightly negative,...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

MannKind (MNKD): Evaluating Valuation After FDA Acceptance of the FUROSCIX ReadyFlow Autoinjector sNDA

FDA acceptance of ReadyFlow Autoinjector sNDA puts MannKind in focus MannKind (MNKD) just got a meaningful catalyst: the FDA accepted its supplemental new drug application for the FUROSCIX ReadyFlow Autoinjector, setting a July 26, 2026 action date that investors will now anchor on. See our latest analysis for MannKind. The ReadyFlow sNDA news has added a clear spark to sentiment, with a 1 month share price return of 17.39 percent lifting MannKind to 5.94 dollars even though year to date...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs (PL) valuation after strong earnings, guidance hike, and major government wins in Earth observation and AI

Planet Labs PBC (PL) just delivered a quarter that checked several important boxes for investors, with faster revenue growth, four straight quarters of adjusted EBITDA profit, and a guidance hike for fiscal 2026. See our latest analysis for Planet Labs PBC. The market has been quick to reward that progress, with the stock now at $18.24 and a blistering year to date share price return of 359.45 percent. The 1 year total shareholder return of 354.86 percent and 3 year total shareholder return...