NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

How Investors Are Reacting To Airbnb (ABNB) Analyst Upgrades Tied To AI And Hotel Expansion

In recent days, several banks including Wells Fargo, Barclays, B. Riley, and Mizuho have upgraded or reaffirmed their ratings on Airbnb, citing its expanding hotel supply, AI-powered product roadmap, and leadership changes such as the appointment of a new CTO as reasons for increased confidence in the business. These moves highlight how investors and analysts are increasingly focused on Airbnb’s push beyond short-term rentals into hotels, new booking models, and AI-enabled search as...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Is It Too Late To Consider NVIDIA (NVDA) After The AI Rally In Its Shares?

If you are asking whether NVIDIA's current share price lines up with its underlying value, this article is designed to walk you through that question in plain terms. NVIDIA closed at US$186.99, with returns of 1.1% over 7 days, 5.2% over 30 days, a 1.0% decline year to date and a 40.0% return over 1 year, while the 3 and 5 year returns are very large. Recent news coverage has focused on NVIDIA's central role in artificial intelligence and high performance computing, along with continued...
NYSE:AJG
NYSE:AJGInsurance

Assessing Arthur J. Gallagher (AJG) Valuation As Long Term Gains Contrast With Recent Share Price Weakness

Event context and what has investors looking at Arthur J. Gallagher (AJG) With no single headline event driving attention today, interest in Arthur J. Gallagher (AJG) centers on how its current share price of $256.15 lines up with recent returns and the company’s underlying insurance brokerage and risk management business. See our latest analysis for Arthur J. Gallagher. Recent trading has been choppy, with a 1 day share price return of 0.32% decline and a 90 day share price return of 8.67%...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Is Intuit (INTU) Attractive After Recent Share Price Pullback And AI Partnership Hopes

If you are wondering whether Intuit's current share price lines up with its underlying value, you are not alone. This article is built to help you weigh what you are really paying for. Intuit's share price closed at US$554.58, with returns of a 15% decline over the past 7 days, a 17.1% decline over 30 days and an 11.9% decline year to date, while the 1 year return sits at an 8.1% decline and the 3 and 5 year returns are 49.4% and 49.9% respectively. Recent moves in the stock sit against an...
NYSE:BX
NYSE:BXCapital Markets

Is Blackstone (BX) Pricing In Too Much Growth After Strong Multi Year Share Gains

If you are wondering whether Blackstone's current share price reflects its true worth, you are not alone. This article focuses squarely on what you might be paying for and what you are getting. The stock last closed at US$160.81, with returns of 3.5% over 7 days, 5.7% over 30 days, 1.3% year to date, a 6.2% decline over 1 year, 118.7% over 3 years and 190.9% over 5 years, which gives plenty of context for thinking about value today. Recent attention on Blackstone has largely centered on its...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Is Coinbase Global (COIN) Pricing Still Justified After Recent Crypto Regulatory Headlines?

If you are wondering whether Coinbase Global's share price still makes sense after recent swings, this article walks through what the numbers are actually saying about value. The stock trades at US$239.28, with a 2.6% decline over 7 days, a 5.3% decline over 30 days, a 1.2% gain year to date and a 15.0% decline over the past year, while the 3 year return is very large. Recent news flow has focused on Coinbase Global's role as a listed play on broader crypto sentiment and on regulatory...
NYSE:C
NYSE:CBanks

Citigroup (C) Valuation Check After Q4 Earnings Miss And Ongoing Restructuring Changes

Citigroup (C) is back in focus after its fourth quarter earnings fell short of Wall Street expectations, as the bank absorbed a large after tax loss tied to the planned sale of its Russian operations. See our latest analysis for Citigroup. The 1-day share price return of 4.49% took Citigroup stock to US$117.46, but that move comes after a 7 day share price return decline of 2.60% and a 30 day share price return of 5.55%. The 1 year total shareholder return of 53.76% and 3 year total...
NYSE:MGM
NYSE:MGMHospitality

A Look At MGM Resorts (MGM) Valuation After Truist Downgrade And Softer Las Vegas Demand

MGM Resorts International (MGM) is back in focus after Truist Securities downgraded the stock, highlighting softer leisure demand on the Las Vegas Strip and projecting a 1% EBITDA decline for 2026. See our latest analysis for MGM Resorts International. MGM’s share price, now at $35.41, reflects mixed momentum, with a 12.13% 90 day share price return alongside a 6.88% 1 year total shareholder return and a weaker 3 year total shareholder return of 7.21%. Recent analyst downgrades and the...
NYSE:UAA
NYSE:UAALuxury

Should Under Armour’s New Merchandising Power Center Reshape Its Brand and Margin Story for UAA Investors?

Under Armour has announced that, effective February 2, 2026, Kara Trent will become Chief Merchandising Officer and Adam Peake will assume the role of President, Americas, as part of a broader senior leadership reshuffle to tighten execution across product, brand, and marketplace operations. By unifying category management and regional leadership under experienced insiders with deep merchandising and omni-channel backgrounds, the company is clearly prioritizing tighter assortment discipline,...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB (MDB) Valuation Check After Recent Share Price Pullback And Mixed Fair Value Signals

With no single headline event driving attention, MongoDB (MDB) is drawing interest as investors look at its recent share performance alongside the company’s current fundamentals and business profile. See our latest analysis for MongoDB. At a share price of $386.89, MongoDB has recently seen a 1 day share price return of a 5.91% decline and a 30 day share price return of an 8.21% decline, although its 90 day share price return of 21.46% and 1 year total shareholder return of 56.03% point to...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Valuation Check As Rapiblyk Distribution Highlights Role In Critical Care Therapy Launches

AOP Health US is expanding access to its critical care drug Rapiblyk across U.S. hospitals through distributors including Cencora (COR), highlighting how Cencora’s specialty distribution footprint supports new therapy launches. See our latest analysis for Cencora. The Rapiblyk rollout arrives alongside a solid run in Cencora’s shares, with a 1-day share price return of 1.55% and 7-day share price return of 5.84% helping extend a 90-day share price return of 9.44%. Over a longer horizon, total...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Is It Too Late To Consider Lam Research (LRCX) After A 177% One Year Surge?

If you are wondering whether Lam Research is still reasonably priced after its strong run, this article walks through what the numbers actually say about the stock's value. The share price recently closed at US$217.47, with returns of 8.2% over 7 days, 33.2% over 30 days, 17.5% year to date, 177.0% over 1 year and 394.4% over 3 years. These figures can change how investors think about both upside potential and risk. Recent coverage has focused on Lam Research as a key player in the...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

A Closer Look At AeroVironment (AVAV) Valuation After Sharp Share Price Momentum

Why AeroVironment is on investors’ radar AeroVironment (AVAV) shares have moved sharply over the past month, with the stock returning about 61%, putting fresh attention on how its current valuation lines up with recent financial results. See our latest analysis for AeroVironment. At a share price of $378.57, AeroVironment’s recent 30 day share price return of 61.33% and 1 year total shareholder return of 128.90% point to strong momentum building around the stock, in addition to a 360.60%...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Will Ahead-of-Schedule McLeod TMS Integration and Live Driverless Loads Change Aurora Innovation's (AUR) Narrative

McLeod Software and Aurora Innovation, Inc. recently announced that they have completed an API integration linking Aurora’s autonomous trucking platform with McLeod’s Transportation Management System, allowing eligible McLeod customers to book and manage Aurora Driver capacity directly within their existing workflows. An interesting aspect of this development is that it launched ahead of schedule and is already being used by early adopter Russell Transport, highlighting practical, real-world...
NYSE:SCCO
NYSE:SCCOMetals and Mining

Assessing Southern Copper’s Valuation After A Strong Share Price Run

Why Southern Copper is on investors’ radar today Southern Copper (SCCO) has recently drawn attention after a strong run in its share price, with moves over the past week, month and past 3 months prompting investors to reassess the miner’s fundamentals. See our latest analysis for Southern Copper. Beyond the recent surge, Southern Copper’s share price has a year to date share price return of 21.23%, while its 1 year total shareholder return of 98.42% points to strong, ongoing momentum in...
NYSE:NPKI
NYSE:NPKITrade Distributors

Why NPK International (NPKI) Is Up 12.5% After Earnings Momentum Aligns With Minervini Trend Template

NPK International Inc recently emerged as a strong Mark Minervini Trend Template candidate, with confirmed technical momentum supported by very large year-over-year quarterly earnings per share growth and repeated earnings beats that have encouraged analysts to lift their revenue expectations. An important nuance is that this combination of robust recent earnings performance, upward estimate revisions, and a maturing technical setup near resistance ties together both fundamental and...
NYSE:PNC
NYSE:PNCBanks

Is There Still Value In PNC Financial Services Group (PNC) After Recent Share Price Moves

If you are wondering whether PNC Financial Services Group shares still offer fair value after recent moves, you are not alone in asking what a reasonable price looks like today. The stock most recently closed at US$212.32, with returns of a 1.8% decline over the last 7 days, 0.7% over 30 days, 0.4% year to date, 8.9% over 1 year, 56.2% over 3 years and 61.6% over 5 years. Recent attention on large US bank stocks, including PNC Financial Services Group, has focused on balance sheet strength,...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Is Affirm Holdings (AFRM) Pricing In Too Much After Recent Share Price Swings

Wondering whether Affirm Holdings at US$72.61 is offering fair value or asking too much of future expectations? This article walks you through what the current price might be implying. The stock has been volatile recently, with a 12.6% decline over the last 7 days, a 10.6% gain over 30 days, a 1.9% pullback year to date, and a 24.7% return over the past year. Over a 3 year period the return is very large, while the 5 year return shows a 31.6% decline. Recent coverage has focused on Affirm...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

Will AEP’s US$72 Billion Grid Plan and Icahn Deal Change American Electric Power’s (AEP) Narrative?

In recent days, American Electric Power expanded investor attention by outlining a sharply larger US$72.00 billion five-year capital plan, finalizing a US$2.65 billion Bloom Energy fuel-cell purchase agreement, issuing US$1.00 billion in debt, and reaching a board observer arrangement with the Icahn Group, while analysts updated their ratings ahead of fourth-quarter results. These moves highlight how AEP is trying to balance heavy long-term grid and generation investment with regulatory,...
NYSE:DE
NYSE:DEMachinery

Is Deere's (DE) Layoff Wave Reframing Its Precision-Tech Margin Story?

In recent months, Deere has announced more than 2,000 layoffs across eight U.S. factories as weaker crop prices and elevated production costs strain farmers and related agribusiness demand. At the same time, the company remains a key player in emerging areas like precision forestry and advanced automation, highlighting a tension between near-term industry pressures and its longer-term technology focus. We’ll now explore how these workforce reductions and broader agricultural headwinds may...
NYSE:OSK
NYSE:OSKMachinery

Is Oshkosh (OSK) Still Attractive After A 63% One Year Share Price Surge

If you are wondering whether Oshkosh is actually good value at its current share price, this article walks through the key numbers so you can judge that for yourself. The stock last closed at US$150.77, with returns of 6.4% over 7 days, 16.0% over 30 days, 14.0% year to date, 63.2% over 1 year, 70.4% over 3 years and 71.0% over 5 years, which puts recent valuation questions front and center. Recent headlines around Oshkosh have focused on its position in the capital goods space and investor...
NasdaqGS:VFS
NasdaqGS:VFSAuto

Assessing VinFast Auto (VFS) Valuation After Strong 2025 Delivery Progress And Ambitious Global Targets

VinFast’s latest delivery update and what it means for VFS stock VinFast Auto (VFS) reported preliminary Vietnam deliveries of 27,649 electric vehicles for December 2025 and 175,099 for the full year, building on guidance that 2025 global deliveries could approach 200,000 vehicles. See our latest analysis for VinFast Auto. These delivery updates arrive after a busy period for VinFast Auto. The company recently closed a US$470.6m shelf registration and issued fresh guidance that 2025 global EV...
NasdaqCM:MREO
NasdaqCM:MREOBiotechs

Why Mereo BioPharma (MREO) Is Up 69.9% After Mixed Setrusumab Phase 3 Results And Pipeline Shift

Mereo BioPharma Group recently reported that its Phase 3 Orbit and Cosmic trials of setrusumab in osteogenesis imperfecta missed their primary fracture reduction endpoints but achieved strong statistical improvements in bone mineral density, while also updating investors that its approximately US$41,000,000 cash balance at 31 December 2025 is expected to fund operations to mid-2027. Alongside reassessing the future of setrusumab with partner Ultragenyx, Mereo is pushing ahead with a single...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Is Trade Desk (TTD) Price Near US$37 Misaligned With Its Cash Flow Potential

If you are trying to figure out whether Trade Desk shares offer fair value at around US$37.13, you are in the right place because this article focuses squarely on what that price might represent. The stock has seen mixed returns, with a 3.9% decline over the last 7 days, a 2.6% gain over 30 days, and longer term returns of 1.5% decline year to date, 69.0% decline over 1 year, 18.7% decline over 3 years, and 54.2% decline over 5 years. These moves sit against a backdrop of ongoing interest in...