NYSE:SHW
NYSE:SHWChemicals

How Slower Organic Growth And Rising Investment Needs Could Impact Sherwin-Williams (SHW) Investors

In recent years Sherwin-Williams has reported organic revenue growth and earnings per share increases that trailed industry benchmarks, while its free cash flow margin has compressed as the company increased investment to protect its competitive position. This combination of slower-than-peer growth and rising investment needs highlights how Sherwin-Williams is working harder to hold ground in a more demanding coatings market. We’ll now examine how Sherwin-Williams’ weaker organic growth...
NYSE:LB
NYSE:LBReal Estate

What LandBridge (LB)'s First Texas Battery Storage Leases Mean For Shareholders

LandBridge Company LLC previously announced development agreements with Samsung C&T Renewables subsidiaries to lease acreage for two Battery Energy Storage System projects in Pecos and Loving counties, Texas, totaling 350 MW and targeting commercial operation as early as year-end 2028. These first battery storage projects on LandBridge’s acreage highlight how the company is using its land footprint to expand into grid-supportive renewable infrastructure alongside its conventional energy...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH): Reassessing Valuation After New Trial Library Partnership and Strong Share Price Gains

Guardant Health (GH) just teamed up with Trial Library in a data heavy, AI driven push to make cancer clinical trial enrollment easier, especially in community clinics that usually sit on the sidelines. See our latest analysis for Guardant Health. The collaboration lands after a powerful run for the stock, with a roughly 70 percent 3 month share price return and a year to date share price return above 220 percent, which hints that investors see momentum and growth potential building. If this...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

How Pediatric FUROSCIX Expansion And New Patents At MannKind (MNKD) Has Changed Its Investment Story

MannKind Corporation recently reported that the FDA approved a supplemental New Drug Application expanding FUROSCIX on-body Infusor use to pediatric patients weighing at least 43 kg, while the USPTO issued five new patents potentially protecting the FUROSCIX ReadyFlow Autoinjector through 2040. By simultaneously widening the eligible patient population and reinforcing long-term patent coverage for its FUROSCIX platform, MannKind has strengthened both the clinical and competitive foundation...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust (BXMT): Is the Recent Total Return Rebound Already Priced Into Its Valuation?

Recent Performance and Investor Context Blackstone Mortgage Trust (BXMT) has quietly delivered a solid run for income-focused investors, with the stock up about 20 % over the past year and roughly 11 % year to date. See our latest analysis for Blackstone Mortgage Trust. That steady climb toward the current 19.83 dollar share price, with an 11.59 percent year to date share price return and a 19.86 percent one year total shareholder return, suggests momentum is gradually rebuilding as investors...
NasdaqGS:VEON
NasdaqGS:VEONWireless Telecom

VEON (NasdaqGS:VEON) Valuation Check as Starlink Test and Rakuten Tie-Up Advance Its Connectivity Strategy

VEON (NasdaqGS:VEON) just tied two big threads together, successfully testing Starlink Direct to Cell in Kazakhstan while also deepening its tech partnership with Rakuten on next generation networks and digital services. See our latest analysis for VEON. These kinds of network wins have quietly underpinned a solid run for VEON, with a strong year to date share price return sitting alongside an even more impressive multi year total shareholder return that signals momentum is still building...
NYSE:FLUT
NYSE:FLUTHospitality

FanDuel Predicts Launch and New Board Appointment Might Change The Case For Investing In Flutter (FLUT)

Flutter Entertainment recently launched FanDuel Predicts with CME Group in five U.S. states, offering event contracts on financial indicators and sports outcomes as it pushes further into regulated online betting. Alongside this product expansion, the company has moved to deepen its governance and external affairs expertise by appointing Pfizer executive Sally Susman as a future non-executive director, effective after its May 2026 AGM. We’ll now explore how FanDuel Predicts’ early U.S...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Is Recursion (RXRX) Finally Proving Its AI Drug Discovery Model With REC-4881’s Early Data?

In recent weeks, ARK Investment Management lifted its holdings in Recursion Pharmaceuticals by acquiring more than 2.8 million shares, while J.P. Morgan upgraded the company after strong Phase 1b/2 data for the AI-discovered candidate REC-4881 signaled meaningful efficacy and commercial promise. Together, the increased institutional ownership and favorable reassessment of REC-4881 highlight growing confidence that Recursion’s AI-first discovery platform is beginning to translate into...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Solutions (SWKS): Exploring Valuation After a Steep Share Price Pullback

Skyworks Solutions (SWKS) has been grinding through a tough stretch, with the stock down sharply over the past year even as revenue and net income still managed to grow modestly. See our latest analysis for Skyworks Solutions. That weak year to date share price return of around negative 27 percent and a roughly negative 26 percent total shareholder return over the past year suggest sentiment has cooled, even as modest growth keeps longer term recovery potential on the table. If Skyworks has...
NasdaqCM:MARA
NasdaqCM:MARASoftware

MARA Holdings (MARA): Valuation Check After Insider Sales and Pivot to Energy-Backed Compute Infrastructure

MARA Holdings (MARA) is back in focus after insider stock sales by its CEO and CFO surfaced, alongside a strategic pivot toward energy and compute infrastructure projects developed with MPLX. See our latest analysis for MARA Holdings. The insider sales and strategic shift arrive after a tough stretch for shareholders, with a 30 day share price return of minus 11.33 percent and a one year total shareholder return of minus 50.67 percent, even though the three year total shareholder return of...
NYSEAM:FJET
NYSEAM:FJETAerospace & Defense

Starfighters Space (FJET): Assessing Valuation After a Volatile Post-IPO Surge in Investor Interest

Starfighters Space (FJET) has exploded onto investors radar after its NYSE American debut, with a $40 million IPO quickly followed by extreme trading swings and intense debate over how to value this hypersonic launch story. See our latest analysis for Starfighters Space. That frenzy has already fed into performance, with the share price return still up around 45.9% year to date at a latest share price of $12.40. This suggests momentum remains strong despite wild swings around the IPO and...
NasdaqGS:BLLN
NasdaqGS:BLLNHealthcare

BillionToOne (BLLN) Is Down 6.7% After Joining the S&P Total Market Index - What's Changed

On 22 December 2025, BillionToOne, Inc. (NasdaqGS:BLLN) was added to the S&P Total Market Index, expanding its presence in broad U.S. equity benchmarks. This index inclusion can be material because it often prompts benchmark-tracking funds and other institutional investors to consider the stock for portfolio inclusion. We’ll now examine how BillionToOne’s entry into the S&P Total Market Index could influence its investment narrative and perceived market standing. Rare earth metals are an...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

uniQure (QURE) Is Up 9.4% After FDA Deems AMT-130 Phase I/II Data Inadequate for Filing

In December 2025, uniQure reported that final minutes from its pre-Biologics License Application meeting showed the FDA views existing Phase I/II data for AMT-130 as insufficient to support a filing, pushing the company to seek further regulatory discussions in fiscal Q1 2026. This feedback directly affects the timeline and evidence required for AMT-130 in Huntington’s disease, potentially reshaping how investors assess uniQure’s lead gene therapy program within its broader pipeline. We’ll...
NYSE:ICE
NYSE:ICECapital Markets

Is ICE Stock Pricing In Too Much Optimism After Its Recent Share Price Gains?

Wondering if Intercontinental Exchange is still a smart buy at around $162 a share, or if most of the upside has already been priced in? Let us unpack what the market might be implying about its long term value. The stock has climbed 1.1% over the last week, 6.4% over the past month, and is up 9.3% over the past year, adding to strong 3 year and 5 year gains of 65.3% and 53.2% respectively. Those moves sit against a backdrop of ICE steadily expanding its exchanges and data businesses, while...
NYSE:PD
NYSE:PDSoftware

PagerDuty (PD) Valuation Check After Securities Law Probe and Guidance Cut Spurs Investor Reassessment

PagerDuty (PD) is back in the spotlight after law firm Levi & Korsinsky launched an investigation into potential securities law violations, following the company’s disclosure of weaker customer retention and trimmed full year revenue guidance. See our latest analysis for PagerDuty. The share price has slid to about $13.04 after a 23.7% drop on November 26. That weak reaction lines up with a 1 year total shareholder return of roughly minus 29%, suggesting momentum is clearly fading as...
NYSE:BEKE
NYSE:BEKEReal Estate

Did Athos Capital’s Big BEKE Bet and Buybacks Just Shift KE Holdings' (BEKE) Investment Narrative?

In the third quarter of 2025, Hong Kong-based Athos Capital acquired 2.5 million KE Holdings shares, a new US$47.5 million stake that became its largest disclosed holding at 29.8% of reportable assets. This sizable commitment by a specialist regional fund highlights investor confidence in KE Holdings’ profitability, expanding rental and existing-home businesses, strong cash position, and more than US$2.30 billion of cumulative share repurchases since 2022 despite a weak housing...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

DexCom (DXCM): Reassessing Valuation After Class Action Lawsuits and New FDA Clearance for Smart Basal

DexCom (DXCM) is in an awkward spotlight right now, with fresh class action lawsuits alleging it overstated the safety and reliability of its G6 and G7 devices, even as it just secured FDA clearance for its Smart Basal technology. See our latest analysis for DexCom. Investors seem torn between DexCom’s legal overhang and its growth story, with an 8.4% 1 month share price return but a 1 year total shareholder return of roughly negative 16%, suggesting fading longer term momentum despite recent...
NasdaqGS:DYN
NasdaqGS:DYNBiotechs

Dyne Therapeutics (DYN): Valuation Check After Board Addition Signals Next Phase of Commercial Growth

Dyne Therapeutics (DYN) just added seasoned rare disease executive Vikram Karnani to its board, a move that lines up neatly with the company’s push toward commercialization and helps explain the renewed interest in the stock. See our latest analysis for Dyne Therapeutics. The appointment lands after a choppy stretch, with the share price returning 61.76% over the past 90 days but a 1 year total shareholder return of negative 15.10%. This suggests momentum is rebuilding as execution risk feels...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Harmonic (HLIT) Valuation Check After New Czech Television Streaming Workflow Win

Harmonic (HLIT) just landed a meaningful showcase customer, as Czech Television moves its video streaming workflow onto Harmonic’s XOS Advanced Media Processor to gain tighter control, higher quality delivery and more inclusive viewing features. See our latest analysis for Harmonic. The deal lands at an interesting time for investors, with Harmonic’s share price at $9.97 and a 1 month share price return of 10.65 percent, contrasting with a weaker year to date share price return and softer 1...
NYSE:HOG
NYSE:HOGAuto

Does Harley-Davidson’s 2026 ‘Chapter 2’ Lineup Reset Change The Bull Case For HOG?

Harley-Davidson recently closed all 629 US dealerships for 24 hours on Christmas Day, and is preparing a January 14, 2026 "Chapter 2" event to unveil its 2026 model lineup with mechanical and aesthetic updates. The upcoming "Chapter 2" reveal positions Harley-Davidson to showcase how refreshed models and design changes might support its longer-term brand and product transition efforts. Now we’ll explore how the planned "Chapter 2" 2026 model reveal could influence Harley-Davidson’s...
NYSE:ARDT
NYSE:ARDTHealthcare

Accounting Probes Into Ardent Health’s Controls Could Be A Game Changer For Ardent Health (ARDT)

In the past quarter, law firms Hagens Berman and Robbins Geller Rudman & Dowd launched investigations into Ardent Health after its Q3 2025 disclosure of a US$97 million adverse accounting adjustment, including a US$54 million claims-related charge and a US$43 million reserve timing change. These probes center on whether Ardent’s leadership knew about weaknesses in revenue recognition and liability reserve controls before disclosing them, raising questions about the reliability of its...
NYSE:PM
NYSE:PMTobacco

Philip Morris International (NYSE:PM): Valuation Check as Dividend Confirmed and ZYN FDA Review Nears

Philip Morris International (NYSE:PM) just put income investors back in the spotlight, reaffirming its quarterly dividend at 1.47 dollars per share ahead of the December 26 ex dividend date and a closely watched FDA review for ZYN. See our latest analysis for Philip Morris International. The reaffirmed dividend, new credit facilities and looming FDA decision on ZYN are all feeding into sentiment, with Philip Morris International’s 34.3% year to date share price return pointing to building...
NYSE:MHK
NYSE:MHKConsumer Durables

Mohawk Industries (MHK): Revisiting Valuation After Recent Index Shifts and Potential Trading Flows

Mohawk Industries (MHK) just went through a rare index shuffle, getting dropped from the S&P 500 Equal Weighted Index but added to both the S&P 1000 and Russell Small Cap Value Index. See our latest analysis for Mohawk Industries. Those index moves come after a choppy stretch, with the share price at $110.03 and a weak 90 day share price return suggesting momentum has cooled, even though the three year total shareholder return remains solidly positive. If Mohawk’s shifting index profile has...
NYSEAM:UAMY
NYSEAM:UAMYMetals and Mining

United States Antimony (UAMY) Is Up 39.9% After Landing Major DLA Contract And Smelter Expansion - What's Changed

United States Antimony recently secured a five-year, sole-source contract with the U.S. Defense Logistics Agency worth up to US$245,000,000 for antimony metal ingots, alongside a separate five-year commercial supply agreement for antimony trioxide valued at up to US$106,700,000, and is expanding its Montana smelter capacity sixfold to support these commitments. Together with a new independent director appointment and increased ore preparation ahead of winter, these moves underline United...