NasdaqCM:BYRN
NasdaqCM:BYRNAerospace & Defense

Byrna Technologies (BYRN): Assessing Valuation After Nasdaq Bell Ceremony and Strong Revenue Growth Update

Byrna Technologies (BYRN) is stepping into the spotlight this month, ringing the Nasdaq Opening Bell just weeks after projecting a 26% jump in fourth quarter revenue and a 38% surge for the full year. See our latest analysis for Byrna Technologies. Despite the revenue momentum and Nasdaq bell ceremony, Byrna’s recent share price performance has been mixed, with short term share price returns under pressure but a strong three year total shareholder return of 113.05% suggesting longer term...
NasdaqGS:INVA
NasdaqGS:INVAPharmaceuticals

Does Innoviva’s Recent Pullback Create a Long Term Opportunity in 2025?

If you have been wondering whether Innoviva is quietly turning into a value opportunity or just looks cheap on the surface, you are not alone. That is exactly what we are going to unpack here. The stock has pulled back recently, slipping about 2.8% over the last week and 8.3% over the last month, but it is still up 15.2% year to date and roughly 11.8% over the past year, with longer term 3 year and 5 year gains of 48.8% and 62.5% that may hint at a solid underlying story. Recent attention on...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Is Berkshire Hathaway Still Attractively Priced After Strong 5 Year Share Price Gains?

If you are wondering whether Berkshire Hathaway is still a smart buy at these lofty absolute prices, or if most of the value has already been squeezed out, you are not alone. The stock has edged up about 1.8% over the last week and roughly 0.1% over the past month, while racking up gains of 11.9% year to date and 122.2% over 5 years. Those returns sit against a backdrop of Berkshire steadily compounding book value and selectively putting its massive cash pile to work, from opportunistic...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Is Goldman’s Rare Double-Upgrade Enough to Redefine Cognex’s (CGNX) Automation Edge and Earnings Power?

Earlier this week, Goldman Sachs issued a rare double-upgrade on Cognex, shifting its rating from Sell directly to Buy and highlighting improving organic growth, tighter cost control, and benefits from rising automation demand across logistics, consumer electronics, packaging, and automotive end markets. This abrupt change in stance from a major broker has sharpened investor focus on whether Cognex’s push into AI-powered vision and cost discipline can structurally lift margins and earnings...
NYSE:HD
NYSE:HDSpecialty Retail

Assessing Home Depot Stock After Mixed Performance and Questions on Housing Market Strength

How Has Home Depot Stock Been Performing? Before digging into what Home Depot might be worth, it helps to understand how the stock has actually been behaving in the market lately. Over the past week, Home Depot has delivered a modest 1.6% gain, but that comes against a slightly negative 30 day move of 0.4%. Zooming out, the stock is down 8.2% year to date and 7.2% over the last year, even though it is still up 20.6% over three years and 49.3% over five years. This mix of short term weakness...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

The Bull Case For eBay (EBAY) Could Change Following EU €3 Low-Value Parcel Customs Duty

Earlier in December, the European Union agreed to introduce a €3 customs duty per item on low-value e-commerce parcels under €150 from July 2026, a move aimed at bolstering local retailers against global online marketplaces like eBay. At the same time, eBay has been promoting its marketplace strengths through initiatives like the “Built to Spec” Pete Davidson collaboration and fresh data highlighting strong engagement in collectibles and parts & accessories, underscoring how much of its...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot (HUBS): Reassessing Valuation After a Sharp Pullback in Share Price

HubSpot (HUBS) has quietly drifted lower this year, even as revenue and earnings grow at a healthy clip. With the stock down sharply from earlier highs, investors are reassessing what this CRM leader is really worth. See our latest analysis for HubSpot. At around $387.58 per share, HubSpot’s 90 day share price return of minus 24.47 percent and year to date share price return of minus 44.43 percent show momentum clearly fading, even though the three year total shareholder return of 31.51...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile (TMUS) Valuation Check as New CEO and Aggressive Customer Offers Signal Strategic Shift

T-Mobile US (TMUS) is stepping into a new chapter as Srini Gopalan prepares to take over as CEO while Mike Sievert moves to vice chairman, just as the company leans harder into retention and switching promos. See our latest analysis for T-Mobile US. Despite these leadership and strategy shifts, the 1 year total shareholder return of negative 7.11 percent and 30 day share price return of negative 6.43 percent show momentum has cooled. However, the 3 year total shareholder return of 47.91...
NYSE:LUMN
NYSE:LUMNTelecom

Is Lumen Technologies a Turnaround Opportunity After Its 36% 2025 Share Price Surge?

If you are wondering whether Lumen Technologies at around $7.63 is a turnaround bargain or a value trap, you are not alone, and that is exactly what we are going to unpack. Despite a bumpy week with a -11.7% move, the stock is roughly flat over 30 days at 0.1%, still up 36.0% year to date and 25.9% over the last year, with a striking 47.0% gain across three years despite a -10.7% five year drag. Those swings sit against a backdrop of ongoing efforts to streamline the business and refocus on...
NYSE:TTC
NYSE:TTCMachinery

Toro (TTC) Margin Compression Reinforces Cautious Narrative Despite Solid Q3 Revenue Base

Toro (TTC) just posted its FY 2025 third quarter numbers with revenue of $1.1 billion, basic EPS of $0.54 and net income of $53.5 million, putting another data point on what has been a mixed year so far. The company has seen quarterly revenue move from $1.3 billion in Q2 2025 and $1.0 billion in Q1 2025 while EPS has ranged from $1.37 in Q2 to $0.52 in Q1. This gives investors a clear view of how profit per share is tracking through the fiscal year as they weigh the current 7.4% net margin...
NYSE:TDY
NYSE:TDYElectronic

Is Teledyne Technologies (TDY) Now Undervalued After Its Recent Share Price Weakness?

Teledyne Technologies (TDY) has been drifting slightly lower over the past week, even though its longer term returns still look solid. Let us unpack what might be driving that hesitation. See our latest analysis for Teledyne Technologies. At around $502.82, the recent 7 day share price return of negative 3.88 percent and 90 day share price return of negative 11.07 percent suggest momentum has cooled, even though the 1 year total shareholder return of 8.14 percent still points to a respectable...
NYSE:RMD
NYSE:RMDMedical Equipment

Is It Too Late to Consider ResMed After Weight Loss Drug Concerns and DCF Outlook?

Wondering if ResMed at around $245 a share is still good value or if the easy money has already been made? Let us unpack what the current price actually implies about the company. Over the last year ResMed has delivered a 7.8% return, with the stock up 7.6% year to date but only 0.5% over the past month and down 2.2% in the last week. This pattern suggests investors are still calibrating their view of its long term growth and risks. Recent headlines have focused on ResMed’s role in the fast...
NYSE:INGR
NYSE:INGRFood

Has Ingredion’s 18% Slide in 2025 Created an Opportunity for Investors?

Wondering if Ingredion at around $111 a share is a bargain or a value trap? You are not alone, and this breakdown is designed to help you decide with confidence. The stock has bounced 2.8% over the last week and 4.4% over the past month, but it is still down 18.1% year to date and 19.3% over the last year, despite being up 61.4% over five years. That pattern reflects a market that has been rethinking Ingredion's role as a steady cash-generating ingredients supplier. Cyclical concerns and...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Is Masimo Attractive After 20% Share Price Slide and Consumer Health Expansion Scrutiny?

Many investors are wondering if Masimo at around $135 a share is a bargain in disguise or a value trap. This stock has been on a lot of watchlists lately. Despite a strong long term track record in medical technology, the stock is down about 2.9% over the last week, 7.7% over the last month, and roughly 20.5% over the past year. This has reset expectations and risk perceptions for many shareholders. Recent headlines have focused on Masimo's ongoing push into non invasive monitoring...
NYSE:MPC
NYSE:MPCOil and Gas

Is Marathon Petroleum Still Attractively Priced After Its Big Buyback Push and Strong Run?

If you are wondering whether Marathon Petroleum still offers good value after its big run, or if you might be turning up late to the party, this breakdown will help you decide whether the current price makes sense. Even after a recent pullback, with the share price down 8.8% over the last week and 11.0% over the past month, Marathon is still up 23.3% year to date and 381.5% over five years, which highlights how strong the longer term story has been. Recent headlines have focused on Marathon...
NYSE:BMY
NYSE:BMYPharmaceuticals

What Bristol-Myers Squibb (BMY)'s Oncology Milestones and Steady Dividend Mean For Shareholders

Bristol Myers Squibb recently reported a series of oncology milestones, including FDA priority review for Opdivo plus AVD in advanced classical Hodgkin lymphoma and U.S. approval of Breyanzi for relapsed or refractory marginal zone lymphoma, alongside new hematology data at the ASH Annual Meeting. At the same time, the company extended its 94-year dividend record with a US$0.63 quarterly common dividend and secured new antibody-discovery collaborations, underscoring how late-stage...
NYSE:JNJ
NYSE:JNJPharmaceuticals

The Bull Case For Johnson & Johnson (JNJ) Could Change Following New Subcutaneous RYBREVANT FASPRO Approval

Johnson & Johnson recently received U.S. FDA approval for RYBREVANT FASPRO™, the first subcutaneous amivantamab-based therapy for EGFR‑mutated non‑small cell lung cancer, covering all existing RYBREVANT® indications. The approval, backed by Phase 3 data showing at least comparable pharmacokinetics and signals of longer survival versus intravenous dosing, underscores how J&J is pairing oncology innovation with treatment convenience and potential system‑wide efficiency gains. We’ll now examine...
NYSE:TMO
NYSE:TMOLife Sciences

Is Thermo Fisher Still Attractively Priced After Its 2025 Share Price Gains?

Wondering if Thermo Fisher Scientific is still worth buying at these levels, or if the market has already priced in the upside? This breakdown will help you see where the real value might be hiding. The stock is up 7.7% year to date and 9.3% over the last year, even after a recent pullback of around 2.8% over the past week and 2.3% over the last month. This suggests sentiment is positive but not euphoric. Recently, investors have been reacting to Thermo Fisher's ongoing role in high growth...
NYSE:UI
NYSE:UICommunications

Does Ubiquiti (UI) Losing an Audit Director Expose Deeper Governance Vulnerabilities?

Ubiquiti Inc. recently reported that long-serving director Ronald A. Sege, who joined the board in 2012 and chaired its nominating and corporate governance committee while also serving on the audit and compensation committees, passed away on November 30, 2025, leaving his Class II board seat vacant. His death has reduced the audit committee to two independent directors, putting Ubiquiti out of compliance with New York Stock Exchange rules that require at least three independent audit...
NYSE:AFL
NYSE:AFLInsurance

The Bull Case For Aflac (AFL) Could Change Following Its New Ethos Digital Distribution Tie-Up

Ethos recently announced a partnership with Aflac Incorporated to distribute Aflac’s supplemental cancer insurance through Ethos’s fully digital platform, giving consumers quicker access to cash benefits for cancer-related expenses with no deductibles and simplified claims. The deal highlights how Aflac can plug its specialized supplemental health products into a third-party insurtech ecosystem, potentially broadening reach without rebuilding its own end-to-end digital distribution. We’ll...
NYSE:DECK
NYSE:DECKLuxury

Deckers Outdoor (DECK) Valuation: Slowing Growth and Margin Pressures Put Long‑Term Upside Under Review

Fresh analysis of Deckers Outdoor (DECK) is putting its fundamentals under the microscope, as sluggish constant currency growth and a below industry operating margin start to shape how investors view the stock. See our latest analysis for Deckers Outdoor. Despite a solid 26.85% 1 month share price return and recent excitement around its brands, the stock still carries a steep year to date share price loss. However, the 3 year total shareholder return remains strongly positive, hinting that...