NYSE:CTRA
NYSE:CTRAOil and Gas

Gas-Fueled Microgrid Deal in New Mexico Permian Could Be A Game Changer For Coterra Energy (CTRA)

ProPetro Holding Corp. recently announced that its PROPWR division signed a contract with a Coterra Energy subsidiary to supply turnkey power and distributed microgrids across the New Mexico portion of the Permian Basin, with deployment expected to begin in early 2026 and equipment deliveries running through 2027. This collaboration highlights Coterra’s involvement in lower-emission, gas-powered microgrid infrastructure that could support more reliable operations and potentially enhance the...
NYSE:PSTG
NYSE:PSTGTech

Pure Storage (PSTG): Valuation Check After Expanding Its Share Buyback to $900 Million

Why Pure Storage’s Expanded Buyback Matters Now Pure Storage (PSTG) just completed a 2.5% share repurchase and simultaneously boosted its buyback authorization to $900 million, a clear signal that management sees value in the current share price. See our latest analysis for Pure Storage. The bigger backdrop is that the share price has slipped in recent weeks, with a 30 day share price return of minus 18.17 percent and a 90 day share price return of minus 23.68 percent. Even though the 3 year...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Is Lincoln Electric (LECO) Still Undervalued After Its Recent Share Price Strength?

Lincoln Electric Holdings (LECO) has quietly outperformed the broader market this year, and with the stock near 243 dollars after a strong month, investors are asking whether this steady climb still has room to run. See our latest analysis for Lincoln Electric Holdings. That move has been backed by solid execution in the core welding and automation business, with a 9.9 percent 1 month share price return feeding into a robust multi year total shareholder return profile. This suggests that...
NYSE:AIN
NYSE:AINMachinery

Has Albany International’s 19.7% Rebound Created a Mispriced Opportunity in 2025?

If you are wondering whether Albany International is quietly turning into a value opportunity after a rough stretch, this article will walk through whether the current price really reflects its long term potential. The stock is down 36.7% over the last year and 36.3% year to date, but a sharp 19.7% rebound over the past month after a 3.3% drop in the last week suggests sentiment might be starting to shift. Recent news flow has focused on Albany International refining its portfolio in...
NYSE:V
NYSE:VDiversified Financial

Is Visa’s Premium Price Still Justified After Its Digital Payments Expansion in 2025?

Wondering if Visa at around $346 is still a smart buy after its long run, or if most of the upside is already priced in? This breakdown will help you separate durable value from headline hype. Despite a modest 0.5% slip over the last week, Visa is still up 6.8% over the past month and 10.1% year to date, with a strong 71.9% gain over both 3 and 5 years that keeps expectations high. Recent headlines have focused on Visa expanding its digital payments ecosystem and striking new partnerships...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Earnings Beat, New Stores and Capital Returns Could Be A Game Changer For Casey's General Stores (CASY)

Earlier this month, Casey's General Stores reported second-quarter 2025 results showing higher sales of US$4,506.08 million and net income of US$206.34 million, alongside updated fiscal 2026 guidance, new store growth plans, a continued quarterly dividend of US$0.57 per share, and progress on its long-running share repurchase program. The combination of stronger earnings, expectations for at least 80 new stores in fiscal 2026, and reaffirmed capital returns offers fresh insight into how...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy (UEC): Valuation Check After US Policy Tailwinds and Narrowing Quarterly Losses

Uranium Energy (UEC) just delivered a first quarter update that trimmed its net loss to about half of last year, and it landed against a backdrop of increasingly supportive U.S. uranium policy. See our latest analysis for Uranium Energy. Despite a choppy recent stretch, with a negative 7 day share price return, Uranium Energy still trades at about $11.93 and has delivered a powerful 1 year total shareholder return of roughly 69%. This reflects growing confidence in U.S. focused uranium names...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Is Hancock Whitney Still Attractively Priced After Its 120% Five Year Share Price Surge?

If you are wondering whether Hancock Whitney is still reasonably priced after its run, you are not alone. This stock has quietly turned into one that valuation focused investors can no longer ignore. Over the last month the share price has climbed 15.9%, contributing to a 24.9% gain over the past year and a 120.1% rise over five years. Moves like this can signal both growing optimism and a shift in how the market views its risk profile. Recent headlines around regional banks, including...
NYSE:AIR
NYSE:AIRAerospace & Defense

Is AAR’s Valuation Still Attractive After Its Strong Multi Year Share Price Rally?

If you are wondering whether AAR is still worth buying after its big run, or if most of the upside has already been priced in, you are not alone. The stock has cooled slightly over the last week, down 2.2%, but it is still up 4.2% over the past month, 32.9% year to date, 35.2% over 1 year, 90.9% over 3 years, and 130.7% over 5 years. This shows that investors have been steadily rerating the story. Recent headlines have focused on AAR winning new long term aviation services and parts supply...
NYSE:KD
NYSE:KDIT

Kyndryl (KD): Revisiting Valuation After New AI and Quantum-Safe Security Initiatives

Kyndryl Holdings (KD) has been busy reshaping its story around AI and next generation security, from quantum safe assessments to agentic AI for mainframes, and the stock is starting to reflect that pivot. See our latest analysis for Kyndryl Holdings. Those AI and quantum safe moves are landing just as sentiment starts to turn, with a roughly 14 percent 1 month share price return partially offsetting a weak year to date. At the same time, the 3 year total shareholder return above 140 percent...
NYSE:OC
NYSE:OCBuilding

What Owens Corning (OC)'s Innovation Leadership Shake-Up Means For Shareholders

Earlier this week, Owens Corning announced that José Méndez-Andino, Ph.D., has been promoted to Executive Vice President and Chief Innovation Officer, expanding his remit to lead a new innovation center of excellence focused on product stewardship, core process and product innovation, capital projects, and new building product applications. This move elevates the architect behind more than 220 product launches over the past five years into a broader innovation leadership role, signaling an...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM): Valuation Check After New Breast Cancer Research Abstracts Gain Symposium Spotlight

Tempus AI (TEM) just drew fresh attention after ten of its oncology research abstracts were accepted for the 2025 San Antonio Breast Cancer Symposium, spotlighting how its real world data platform is being applied in metastatic breast cancer. See our latest analysis for Tempus AI. Despite the excitement around these SABCS abstracts, Tempus AI's recent performance has been choppy, with a 7 day share price return of minus 15.77 percent and a 90 day share price return of minus 29.5 percent. At...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Bitmine Immersion Technologies (BMNR) Is Down 18.4% After Aggressively Expanding Its Ethereum Treasury And Staking Ambitions

In recent weeks, BitMine Immersion Technologies has expanded its Ethereum treasury to roughly 3.97 million ETH, outlined plans for its MAVAN staking rollout in early 2026, and confirmed the upcoming departure of CFO and director Raymond Mow, whose resignation was not tied to any operational disputes. At the same time, Cathie Wood’s ARK Invest has been buying tens of millions of US dollars’ worth of BitMine shares during a sector downturn, effectively endorsing the company’s shift toward an...
NYSE:CRS
NYSE:CRSAerospace & Defense

Does NYSE Composite Inclusion Alter the Bull Case For Carpenter Technology (CRS)?

Carpenter Technology’s shares were recently added to the NYSE Composite index, reflecting the specialty alloys producer’s growing presence across North America, Europe, Asia Pacific and other international markets. This index inclusion can broaden the company’s investor base by increasing visibility, trading liquidity and alignment with index-tracking institutional portfolios. We’ll explore how Carpenter Technology’s addition to the NYSE Composite, and the extra visibility it brings, may...
NYSE:OBK
NYSE:OBKBanks

Origin Bancorp (OBK): Reassessing Valuation After Its Recent Inclusion in the Russell 1000 Index

Origin Bancorp, Inc., a regional bank based in Ruston, Louisiana, was recently added to the Russell 1000 Index, a shift that could quietly reshape how larger institutions and index followers treat the stock. See our latest analysis for Origin Bancorp. That backdrop helps explain why investors have pushed Origin’s share price to about $39.76, with a 1 month share price return of 17.04 percent and a 1 year total shareholder return of 23.34 percent. This suggests momentum is building rather than...
NYSE:EPD
NYSE:EPDOil and Gas

Is Jim Cramer’s NGL Endorsement Altering The Investment Case For Enterprise Products Partners (EPD)?

Earlier this week, TV commentator Jim Cramer publicly highlighted Enterprise Products Partners as his preferred pick in its peer group, emphasizing its consistent distribution growth, strong yield, and deep expertise in natural gas liquids while playing down concerns around ethane and NGL softness. Investors appear to have reacted strongly to this endorsement, underscoring how influential media commentary can rapidly shift sentiment around a midstream operator that is otherwise seen as a...
NYSE:CB
NYSE:CBInsurance

Chubb (CB): Reassessing Valuation as Analyst Optimism Builds Ahead of Upcoming Earnings

Chubb (CB) has been climbing quietly, and the latest leg of that move looks tied less to headlines and more to rising confidence ahead of earnings, as estimate revisions trend higher. See our latest analysis for Chubb. At a share price of $310.89, Chubb’s recent climb, including a solid multi month share price return and a strong multi year total shareholder return, suggests momentum is still building as investors warm to its growth and risk profile, supported by fresh leadership appointments...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute (UTI): Valuation Check After Hyundai’s IONIQ 5 EV Donation and EV Training Push

Hyundai Motor America’s donation of 18 IONIQ 5 EVs to Universal Technical Institute (UTI) is not just a classroom upgrade; it is a fresh data point for investors watching how UTI monetizes the EV skills gap. See our latest analysis for Universal Technical Institute. The Hyundai partnership and UTI’s upcoming investor-facing events, including a non-deal roadshow and conference appearances later this month, arrive as the stock trades at about $26.60, with a 1-year total shareholder return of...
NasdaqGS:BOKF
NasdaqGS:BOKFBanks

Assessing BOK Financial’s (BOKF) Valuation After Its Recent Share Price Outperformance

Recent Performance Puts BOK Financial In Focus BOK Financial (BOKF) has quietly outperformed many regional peers, with the stock up about 14% over the past month and roughly 7% over the past 3 months, drawing fresh investor attention. See our latest analysis for BOK Financial. That surge sits on top of an 11.7% year to date share price return and a 12.7% one year total shareholder return, suggesting momentum is quietly building as markets reassess BOK Financial’s earnings power and risk...
NYSE:OSK
NYSE:OSKMachinery

How Oshkosh’s CES 2026 Autonomy and AI Showcase Could Shape OSK’s Technology Narrative

Oshkosh Corporation has announced plans to return to CES 2026 in Las Vegas, where it will showcase advances in autonomy, artificial intelligence, connectivity and electrification across its purpose-built vehicles, including award-winning products in robotics and sustainable airport rescue and firefighting. The CES 2026 Innovation Awards for Oshkosh’s JLG Boom Lift with Robotic End Effector and Striker Volterra Electric ARFF spotlight how the company is positioning its technology as a...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Is Bilibili Finally Offering Value After Its 2025 Share Price Rebound?

If you are wondering whether Bilibili is finally starting to look like value rather than just a story stock, you are not alone. This is exactly what we are going to unpack. The share price is up 41.7% year to date and 23.9% over the last year. It has slipped slightly by 1.3% over the past week and 4.1% over the last month, reminding investors that the ride is still bumpy after a 70.4% drop over 5 years. Much of this renewed interest has been driven by optimism around Bilibili's progress in...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro (SMCI): Valuation Check After New Liquid‑Cooled NVIDIA Blackwell AI Systems and Raised Guidance

Super Micro Computer (SMCI) just doubled down on AI infrastructure, rolling out new liquid cooled NVIDIA Blackwell systems while backing that tech push with over $13 billion in firm orders and higher long term revenue guidance. See our latest analysis for Super Micro Computer. Despite the upgraded AI roadmap, SMCI’s share price return has cooled recently, with double digit declines over the past month and quarter. However, three and five year total shareholder returns remain exceptionally...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Is DocuSign (DOCU) Undervalued After Its Recent Share Price Slide? A Fresh Look at the Valuation

DocuSign (DOCU) has been a tough hold lately, with the stock down around 28% over the past year even as revenue and net income keep growing, which raises a simple question for investors. See our latest analysis for DocuSign. That slide reflects fading short term momentum, with a roughly 20% 90 day share price return decline and a 1 year total shareholder return of about negative 28%, even though longer term holders still sit on a positive 3 year total shareholder return. If DocuSign has you...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

Wave Life Sciences (WVE): Valuation Check After Positive WVE-007 Obesity Data And GlaxoSmithKline Backing

Wave Life Sciences (WVE) is back on investors radar after interim Phase 1 data for its obesity candidate WVE-007 showed healthier body composition changes along with a clean safety profile, sparking renewed interest. See our latest analysis for Wave Life Sciences. The excitement around WVE 007, along with Wave Life Sciences recent $350 million follow on equity raise and fresh backing from GlaxoSmithKline, has powered a 118.57% 1 month share price return and a 142.43% three year total...