NasdaqGS:REGN
NasdaqGS:REGNBiotechs

How Dupixent’s New Pediatric Asthma Nod in Japan Will Impact Regeneron Pharmaceuticals (REGN) Investors

Regeneron Pharmaceuticals and Sanofi previously announced that Japan’s Ministry of Health, Labour and Welfare granted marketing and manufacturing authorization for Dupixent (dupilumab) to treat severe or refractory bronchial asthma in children aged 6 to 11 whose symptoms are not adequately controlled with existing therapies. This pediatric asthma approval in a major market broadens Dupixent’s eligible patient pool and highlights the drug’s expanding role across allergic and inflammatory...
NYSE:KEYS
NYSE:KEYSElectronic

How Keysight’s (KEYS) New Investor Relations Leadership May Reframe Its Quantum and AI Ambitions

In late December 2025, Keysight Technologies reported a stronger-than-expected fiscal fourth quarter, advanced its quantum research collaboration in Singapore, expanded AI capabilities in its design software, and saw Senior Vice President Sung Yoon sell about US$183,677 of stock. More recently, Keysight named Liz Morali as head of Investor Relations, underscoring a push to strengthen communication with investors as it pursues innovation in quantum, AI-enabled tools, and...
NYSE:AGX
NYSE:AGXConstruction

Argan (AGX) Is Up 7.6% After Upward Earnings Revisions and Strong Zacks Rankings - What's Changed

Argan recently attracted attention after analysts raised current-year earnings estimates and highlighted the company’s favorable Growth Score and top Zacks Rank, pointing to significantly higher expected EPS growth than its industry peers. This combination of positive estimate revisions and strong independent rankings has reinforced the perception that Argan’s growth profile may be strengthening relative to its sector. We’ll now examine how these upward earnings revisions and improved...
NYSE:HPQ
NYSE:HPQTech

Is HP (HPQ) Using AI-Centric PCs to Redefine Its Core Competitive Advantage?

Earlier this week at CES 2026, HP Inc. unveiled a wave of AI-centric hardware, including the EliteBoard G1a keyboard PC, EliteBook X G2 business laptops, refreshed OmniBook consumer systems, and a unified HyperX gaming lineup featuring new high-performance laptops, monitors, and peripherals. Together, these launches show HP trying to reposition its PC and gaming portfolio around on-device AI, new form factors, and a consolidated HyperX brand that spans work, creation, and play. Next, we’ll...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

USA Rare Earth (USAR) Is Up 30.3% After Venezuela Shake-Up And Accelerated Round Top Timeline

In early January 2026, USA Rare Earth drew attention as the removal of Venezuela’s president sparked speculation about new mineral supply opportunities and coincided with the company accelerating timelines at its Round Top project in Texas and advancing its Stillwater magnet plant in Oklahoma. These geopolitical and operational shifts highlight how USA Rare Earth is trying to strengthen its rare-earth supply chain resilience through diversified sourcing and earlier domestic production. We’ll...
NasdaqCM:MARA
NasdaqCM:MARASoftware

A Look At Marathon Digital Holdings (MARA)’s Valuation As AI Data Center Pivot Follows Crypto Rebound

MARA Holdings (MARA) is back in focus after Bitcoin related stocks rebounded and the company moved ahead with its shift toward AI focused, high performance computing data centers, including a planned majority stake in operator Exaion. See our latest analysis for MARA Holdings. That pivot is landing against a mixed price record, with a 1-day share price return of 6.86% and 7-day gain of 13.50% contrasting with a 30-day share price decline of 9.80% and 90-day drop of 47.57%. The 1-year total...
NYSE:BBWI
NYSE:BBWISpecialty Retail

Bath & Body Works (BBWI) Valuation Check As 2026 Turnaround Plan And Amazon Partnership Take Shape

Bath & Body Works (BBWI) shares are in focus after CEO Daniel Heaf outlined five planned changes for 2026, including an Amazon partnership and a sharper focus on core products and digital channels. See our latest analysis for Bath & Body Works. The recent Amazon partnership and product refocus come after a mixed year, with a 30 day share price return of 7.43% but a 1 year total shareholder return decline of 43.31%. This suggests that any short term momentum is still set against a weaker...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

How Investors May Respond To Grab Holdings (GRAB) Buying Infermove To Advance Autonomous Delivery

In early January 2026, Singapore-based Grab Holdings announced it had acquired China-based Infermove, an AI-enabled robotics developer, to strengthen its first- and last-mile delivery operations and further develop these solutions out of Singapore. The deal highlights how Grab is using autonomous robotic technology not just to cut delivery friction, but to potentially reshape customer and partner experiences across its super-app platform. Next, we’ll examine how integrating Infermove’s...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Assessing Gilead Sciences (GILD) Valuation After Mixed Near Term Returns And 9.4% Undervaluation Estimate

Why Gilead Sciences is on investors’ radar today Gilead Sciences (GILD) has been drawing attention after recent share moves, with the stock closing at $118.30. Short term returns have been mixed, while longer term performance has been stronger. See our latest analysis for Gilead Sciences. The recent 1 day share price return of a 2.71% decline to US$118.30 and softer short term moves contrast with a 1 year total shareholder return of 34.18%. This suggests momentum has cooled after a strong...
NasdaqCM:BTBT
NasdaqCM:BTBTSoftware

Assessing Bit Digital (BTBT) Valuation As CEO Samir Tabar Expands Digital Asset And Sustainable Mining Focus

Recent attention on CEO Samir "Sam" Tabar’s dual leadership at Bit Digital (BTBT) and WhiteFiber has put the company’s push into digital asset infrastructure, Bitcoin mining, and renewable powered data centers in focus for investors. See our latest analysis for Bit Digital. The recent focus on Samir Tabar’s leadership comes as Bit Digital’s share price sits at US$2.21, with a 1 day share price return of 8.33% and a 7 day share price return of 14.51%. However, the 90 day share price return of...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

How Bank of America’s AI Data‑Center Call On Credo Technology Group (CRDO) Has Changed Its Investment Story

In late 2025, Bank of America highlighted Credo Technology Group Holding as one of seven semiconductor and equipment companies it views as best positioned to benefit from the ongoing AI infrastructure buildout, alongside Nvidia, Broadcom, Lam Research, KLA, AMD, and Teradyne. BofA’s view that AI data‑center capital expenditure remains relatively durable versus other cyclical spending frames Credo’s role in the AI connectivity ecosystem as closely tied to longer-term infrastructure plans...
NYSE:SEI
NYSE:SEIEnergy Services

A Look At Solaris Energy Infrastructure (SEI) Valuation As Data Center Power Role Expands And Execution Risks Loom

Recent commentary on Solaris Energy Infrastructure (SEI) has focused on its role in supplying off grid power to data centers, with roughly 900 MW of open capacity that could be contracted in the coming year. See our latest analysis for Solaris Energy Infrastructure. At a latest share price of $52.9, Solaris Energy Infrastructure has seen a 5.25% 1 day share price return and 14.75% 7 day share price return, alongside a 1 year total shareholder return of 83.5% and a very large 5 year total...
NYSE:FND
NYSE:FNDSpecialty Retail

A Look At Floor & Decor (FND) Valuation As Short-Term Gains Follow Longer-Term Weakness

Why Floor & Decor Is Back On Investors’ Radar Floor & Decor Holdings (FND) has attracted fresh attention after a choppy stretch for the share price, with recent returns mixed across different time frames and investors reassessing what the current valuation implies. See our latest analysis for Floor & Decor Holdings. The recent 1-day share price return of 1.41% and 7-day gain of 4.09% come after a 90-day share price decline of 9.42%. The 1-year total shareholder return decline of 32.86% and...
NYSE:BANC
NYSE:BANCBanks

Assessing Banc Of California (BANC) Valuation After Recent Share Momentum And Mixed Analyst Signals

Banc of California (BANC) has drawn fresh attention after recent share moves, with the stock last closing at $19.84. Investors are weighing this pricing against the bank’s current earnings profile and valuation signals. See our latest analysis for Banc of California. Recent price moves fit into a stronger run for Banc of California, with a 90 day share price return of 12.03% and a 1 year total shareholder return of 29.77%, suggesting momentum has been building rather than fading. If this kind...
NYSE:NRG
NYSE:NRGElectric Utilities

Assessing NRG Energy (NRG) Valuation After New Loan Buyback Authorization And Dividend Increase

Board resignation and recent capital allocation moves NRG Energy (NRG) recently drew investor attention after director Kevin T. Howell resigned from the board, coinciding with fresh capital allocation moves that include a new buyback authorization and a higher dividend. Howell informed the board on January 2, 2026 of his decision to step down immediately to pursue another opportunity. NRG stated that his resignation was not linked to any disagreement regarding the company’s operations,...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Early PALSONIFY Launch and Atumelnant Data Might Change The Case For Investing In Crinetics (CRNX)

Crinetics Pharmaceuticals recently reported unaudited, preliminary U.S. net product revenue of over US$5,000,000 from fourth‑quarter 2025 sales of newly launched acromegaly drug PALSONIFY, alongside positive Phase 2 cohort 4 data for its investigational CAH therapy atumelnant. Early PALSONIFY launch metrics, more than 200 enrollment forms, over 125 unique prescribers, and encouraging payer reimbursement patterns, highlight growing clinical and commercial traction in endocrine disease...
NYSE:BC
NYSE:BCLeisure

Is Brunswick’s CES 2026 AI Boating Showcase Altering The Investment Case For Brunswick (BC)?

At CES 2026, which took place earlier this week, Brunswick Corporation showcased its most comprehensive marine technology lineup yet, including AI-powered autonomous boating systems, connected helm simulators, high-performance electric propulsion concepts, and the global launches of the new Sea Ray SLX, NAVAN C30, and FLITE RACE eFoil. This breadth of innovation signals that Brunswick’s ACES strategy, Autonomous/Assisted, Connected, Electrified, Shared, is moving from concept to commercially...
NYSE:ENS
NYSE:ENSElectrical

A Look At EnerSys (ENS) Valuation As AI And Electrification Demand Draw Fresh Attention

Recent commentary around EnerSys (ENS) has focused on rising demand for energy storage and data center power tied to electrification and AI, which is putting fresh attention on how the stock’s current consolidation might appeal to patient investors. See our latest analysis for EnerSys. The recent interest in EnerSys around energy storage and AI linked data center demand has coincided with strong share price momentum, with a 90 day share price return of 35.21% feeding into a 1 year total...
NYSE:LRN
NYSE:LRNConsumer Services

The Bull Case For Stride (LRN) Could Change Following Class Action Over Alleged “Ghost” Enrollments

Rosen Law Firm has reminded investors that a January 12, 2026 deadline applies to a securities fraud class action against Stride, Inc., alleging misleading statements and omissions about products, services, and enrollment figures between October 22, 2024 and October 28, 2025. The lawsuit centers on claims that Stride inflated enrollment numbers through “ghost students,” overlooked compliance obligations, and later disclosed customer experience issues that coincided with reduced enrollment...
NasdaqGS:GRAL
NasdaqGS:GRALBiotechs

GRAIL (GRAL) Is Up 12.3% After Samsung-Backed Asian Galleri Deal And Trial Data - Has The Bull Case Changed?

GRAIL recently reported that its Galleri multi-cancer early detection test achieved a 61.6% positive predictive value in the Pathfinder 2 clinical study, while also announcing a US$110 million investment and exclusive Asian distribution agreement with Samsung for Galleri, including South Korea. This combination of encouraging clinical performance and Samsung’s regional backing highlights how both medical validation and distribution reach are becoming central to GRAIL’s commercial...
NYSE:FICO
NYSE:FICOSoftware

Fair Isaac (FICO) Is Down 5.3% After Cautious Guidance Tempered Strong Earnings Momentum – What's Changed

In its recent earnings update, Fair Isaac Corporation reported revenue growth of 13.6% year on year but issued cautious full-year guidance that fell short of analyst expectations and included a slight miss on annual recurring revenue estimates. This softer outlook contrasts with generally strong sector conditions and comes as Fair Isaac pushes to broaden its core FICO Score franchise into AI-driven decision engines amid intensifying competition from fintechs and alternative scoring...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Is PayPal (PYPL) Pricing In Too Much Pessimism After Multi Year Share Price Slump

If you are wondering whether PayPal Holdings at around US$59.29 is pricing in too much pessimism or quiet potential, you are not alone. The stock is roughly flat over the last week at a 0.3% gain, slightly lower over the past month with a 4.8% decline, modestly higher year to date at 2.0%, yet still 32.4% lower over 1 year and 75.0% lower over 5 years. This raises fair questions about how the current price lines up with its fundamentals. Recent headlines have continued to focus on PayPal's...
NYSE:KNSL
NYSE:KNSLInsurance

Did Rapid High‑Risk Premium Growth Just Shift Kinsale Capital Group's (KNSL) Investment Narrative?

Kinsale Capital Group recently reported that its net premiums earned have grown at an annualized rate of 23.8% over the last two years, reflecting rapid expansion in high-risk insurance segments that many traditional carriers avoid. This acceleration in premium growth has contributed to faster capital accumulation and higher book value per share, underscoring how Kinsale is building equity value by focusing on complex, underserved risks. With this strong premium growth and market share...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

Is Navitas Semiconductor (NVTS) Trading Near-Term Revenue For Higher-Value AI Power Leadership?

In recent days, Navitas Semiconductor Corp. announced a refocus on higher-power customers and revenue, streamlining its distribution network and working down channel inventory while guiding to lower revenue as it deprioritizes lower-power and certain China mobile and consumer activities. This shift highlights management’s emphasis on aligning the business more closely with higher-value applications, particularly those linked to artificial intelligence and other advanced power markets. We’ll...