NYSE:PD
NYSE:PDSoftware

The Bull Case For PagerDuty (PD) Could Change Following Retention Pressures And A Securities Probe

Earlier this month, PagerDuty reported third-quarter fiscal results that beat profit expectations but missed on revenue, highlighted reduced dollar-based net retention, and cut full-year revenue guidance after underestimating customer budget pressures and seat reductions. The disclosure of these retention and guidance headwinds has now drawn a federal securities law investigation and prompted diverging analyst opinions on the sustainability of PagerDuty’s growth story. We’ll now examine how...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

What Apple (AAPL)'s Japan App Store Opening Means For Its Services Profit Engine

Apple recently changed how iOS apps work in Japan, allowing alternative app marketplaces and external payment options to comply with the country’s Mobile Software Competition Act while adding safeguards like app notarization and child protections to address heightened security and privacy risks. This shift loosens Apple’s long-standing control over app distribution and payments in a major market, potentially reshaping its high-margin services model and testing how far it can open the...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Nextpower (NXT): Reassessing Valuation After Jefferies Downgrade, Insider Sale and Solar Sector Weakness

A Jefferies downgrade and a sizable insider sale have just put Nextpower (NXT) back under the microscope, as the stock wobbles alongside a broader pullback across the solar sector. See our latest analysis for Nextpower. Those concerns come after a huge run, with the latest share price at $88.7 and a standout year to date share price return of roughly 125 percent, alongside a roughly 152 percent 1 year total shareholder return. This suggests momentum is still positive even if short term...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Does Bitmine Immersion Technologies Still Offer Value After Its 348% Year To Date Surge?

If you are wondering whether Bitmine Immersion Technologies at around $31 a share is still a smart bet after its huge run, or if the easy money has already been made, you are not alone. The stock is down about 10% over the last week but still up 7.5% in the past month, with an eye catching 348.0% gain year to date and 282.6% over the last year, a combination that highlights both potential opportunity and elevated risk. Much of this move has coincided with growing market attention on...
NYSE:HRB
NYSE:HRBConsumer Services

A Look at H&R Block’s (HRB) Valuation After Earnings Beat and Upgraded 2026 Outlook

H&R Block (HRB) just turned in a quarter that topped revenue and EBITDA expectations, then followed it up with the biggest full year guidance raise in its peer group. This signals management’s confidence heading into fiscal 2026. See our latest analysis for H&R Block. The upbeat outlook lands after a choppy stretch for the stock, with a 90 day share price return of minus 13.05 percent and a year to date share price return of minus 17.67 percent, yet the five year total shareholder return of...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

NMI Holdings (NMIH) Valuation After Keefe, Bruyette & Woods Upgrade to ‘Outperform’

NMI Holdings (NMIH) caught traders attention after a well followed Keefe, Bruyette & Woods analyst upgraded the stock to Outperform. The move reflects growing confidence in its earnings power and mortgage insurance growth trajectory. See our latest analysis for NMI Holdings. The upgrade lands after a solid run, with NMI Holdings posting a roughly 11 percent 1 month share price return and a powerful near doubling in 3 year total shareholder return. This suggests momentum is still building...
NYSE:VNT
NYSE:VNTElectronic

Will Driivz’s EV Charging Qualification Shift Vontier’s (VNT) Digital and SaaS Growth Narrative?

Recently, Driivz, a Vontier company, was added to the Electric Vehicle Charging Accessibility Network’s Qualified Products List after meeting interoperability, security, reliability, and data-management requirements. This qualification could make Driivz a more attractive software partner for public agencies and utilities seeking funding-eligible, scalable EV charging solutions. Next, we’ll explore how Driivz’s Qualified Products List status may influence Vontier’s investment narrative around...
NYSE:NKE
NYSE:NKELuxury

Nike (NKE) Q2 2026 Margin Compression Reinforces Bearish Profitability Narratives

Nike (NKE) just posted its Q2 2026 numbers, with revenue at $12.4 billion, basic EPS of $0.54 and net income of $792 million setting the tone for the latest quarter. The company has seen revenue move from $12.4 billion in Q2 2025 to $12.4 billion in Q2 2026, while basic EPS shifted from $0.78 to $0.54 over the same period, giving investors plenty to dissect around how underlying margins are tracking. See our full analysis for NIKE. With the headline figures on the table, the next step is to...
NYSE:RPM
NYSE:RPMChemicals

RPM International (RPM): Assessing Valuation After a Recent Share Price Pullback

RPM International (RPM) has had a choppy stretch lately, with the stock slipping over the past week but still edging higher over the month. That mixed price action sets up an interesting entry point. See our latest analysis for RPM International. Zooming out, the recent pullback sits against a softer backdrop, with the 90 day share price return of negative 14.14 percent and a one year total shareholder return of negative 14.54 percent pointing to fading momentum despite solid underlying...
NYSE:VMI
NYSE:VMIConstruction

How Raised Guidance and Infrastructure Strength At Valmont Industries (VMI) Has Changed Its Investment Story

Earlier this month, Valmont Industries reported revenue growth of 2.5% year on year, beating analyst forecasts on both sales and adjusted operating income, and raised its full-year earnings guidance. The standout detail was that Infrastructure delivered solid growth on the back of strong utility demand and improved factory throughput, even as Agriculture markets remained under pressure. Now we’ll explore how the raised earnings guidance and Infrastructure strength could influence Valmont’s...
NYSE:GS
NYSE:GSCapital Markets

The Bull Case For Goldman Sachs Group (GS) Could Change Following Major AI-Focused Debt-Raising Pivot

In recent weeks, Goldman Sachs filed a US$30.00 billion medium-term note shelf registration and issued multiple fixed-rate senior and subordinated bonds across maturities from 2028 to 2055 as part of its ongoing funding plans. These bond sales coincide with Goldman’s push into AI-focused software advisory and enterprise AI investing, underscoring how its balance sheet funding supports a bigger pivot toward technology-driven, fee-based businesses. We’ll now examine how Goldman’s expanded...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

Why Ligand (LGND) Is Up 5.7% After Highlighting Royalty-Heavy 2026 Revenue Guidance

Earlier in December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. This detailed breakdown highlights how reliant the company expects to be on high-margin royalty income, with smaller contributions from Captisol and contract work. Next, we’ll examine how this...
NYSE:MTB
NYSE:MTBBanks

Is It Too Late To Consider M&T Bank After Strong Multi Year Share Price Gains

If you are wondering whether M&T Bank at around $205 a share is still a buy or already priced for perfection, you are not alone. This article is designed to unpack that value question clearly. The stock has quietly climbed 1.0% over the last week, 12.7% over the past month, and is now up 9.1% year to date, building on a solid 11.9% 1 year gain and an impressive 93.0% over 5 years. Recent attention on regional banks, including M&T, has focused on balance sheet resilience and how well they...
NYSE:PSTG
NYSE:PSTGTech

Pure Storage’s Expanded US$900 Million Buyback Could Be A Game Changer For Pure Storage (PSTG)

Earlier this month, Pure Storage completed a US$480 million share repurchase program covering 8,190,911 shares, or 2.51% of its stock, and between August 4 and December 10, 2025 alone it bought back 1,109,101 shares for US$89.5 million. On the same day, the company lifted its share buyback authorization by US$400 million to a total of US$900 million, signaling a stronger commitment to returning cash to shareholders alongside its shift toward higher-margin, subscription-led storage...
NYSE:CHH
NYSE:CHHHospitality

Choice Hotels (CHH) Valuation Check After Argus Downgrade and Contrasting Bullish Analyst Views

Choice Hotels International (CHH) is back in the spotlight after Argus Research shifted its rating to hold, a move that cuts against recent upbeat coverage emphasizing the company’s long term growth story. See our latest analysis for Choice Hotels International. The move from Argus comes after a volatile stretch for Choice Hotels International, with a recent 1 month share price return of 10.41 percent helping to partially offset a steep year to date share price decline of 31.56 percent. This...
NYSE:TFX
NYSE:TFXMedical Equipment

Teleflex (TFX): Reassessing Valuation After a Short-Term Rebound and Long-Term Share Price Weakness

Why Teleflex Stock Is Back on Investors' Radar Teleflex (TFX) has quietly swung higher over the past month, even as its year to date performance looks rough. That kind of disconnect often flags a shift in how the market is reassessing the story. See our latest analysis for Teleflex. That recent 15 percent 1 month share price return stands out against a deeply negative year to date share price performance. It hints that investors are starting to re rate Teleflex as execution and growth...
NYSE:VIK
NYSE:VIKHospitality

Is Viking’s (VIK) Highclere Castle Pavilion Bet Quietly Redefining Its Experiential Moat?

Viking Holdings recently announced its support for a new contemporary events pavilion at Highclere Castle, the historic estate and Downton Abbey filming location, designed to blend with the castle’s architecture while adding sustainable features like solar panels and a heat exchanger system. This project deepens Viking’s cultural and experiential offering by giving its guests enhanced Privileged Access to Highclere through lectures, roundtable discussions, and upgraded on-site facilities...
NYSE:HE
NYSE:HEElectric Utilities

The Bull Case For Hawaiian Electric Industries (HE) Could Change Following S&P SmallCap 600 Inclusion Amid Litigation

Hawaiian Electric Industries recently learned it will be added to the S&P SmallCap 600 index in December 2025, even as court challenges delay Maui wildfire settlement payments until at least early 2026. This combination of index inclusion and slower-than-expected settlement progress highlights how improving market visibility intersects with ongoing legal and financial uncertainty for the utility. We’ll now examine how the planned S&P SmallCap 600 inclusion could reshape Hawaiian Electric’s...
NYSE:WS
NYSE:WSMetals and Mining

Is Record Auto Shipments And AI Adoption Altering The Investment Case For Worthington Steel (WS)?

Worthington Steel, Inc. recently reported past second-quarter fiscal 2026 results, with sales rising to US$871.9 million and net income to US$18.8 million, alongside a US$0.16 per-share quarterly dividend and a small US$0.6 million impairment on machinery in Taylor, Michigan. Beneath the headline numbers, the company highlighted record automotive shipments, new international OEM business, and expansion of its North American electrical steel footprint, while using artificial intelligence to...
NasdaqGM:MAAS
NasdaqGM:MAASInsurance

Assessing Maase (NasdaqGM:MAAS) Valuation After a Sharp Short-Term Share Price Rally

Maase (MAAS) has quietly delivered a strong run lately, with the stock up about 10% in a day, 25% this week, and more than 30% over the past 3 months. See our latest analysis for Maase. That surge in the 1 day and 7 day share price returns sits on top of a year to date share price return of 28.4%, suggesting momentum is building around Maase at its current share price of $4.97. If Maase's recent move has you thinking more broadly about opportunities, this could be a good moment to explore...
NYSE:LION
NYSE:LIONEntertainment

Lionsgate Studios (LION): Rethinking Valuation After a 22% One‑Month Share Price Rebound

Lionsgate Studios (LION) has quietly outperformed the broader market over the past month, climbing roughly 22%. That move, despite ongoing revenue pressure and losses, has investors rethinking how to value its content pipeline. See our latest analysis for Lionsgate Studios. That surge sits on top of a solid backdrop, with a roughly 22% 30 day share price return and a much stronger 1 year total shareholder return. This hints that sentiment is turning more constructive even as fundamentals...
NYSE:R
NYSE:RTransportation

How Ryder’s 241% Five Year Surge Shapes the Current Valuation Debate

If you are looking at Ryder System and wondering whether the recent run means you are late to the party, you are not alone. This stock has quietly become one of the more interesting value debates in transportation. Ryder shares now trade around $191.56 after rising 1.1% over the last week, 14.9% over the past month, 22.4% year to date, 25.6% in the last year, and 241.1% over five years. That naturally raises the question of how much upside might be left relative to the risks. Much of that...
NYSE:NEE
NYSE:NEEElectric Utilities

Is Google–NextEra’s AI Data Center Push Reshaping The Investment Case For NextEra Energy (NEE)?

Earlier this month, Google Cloud and NextEra Energy expanded their long-running collaboration to jointly develop multiple gigawatt-scale US data center campuses, restart the Duane Arnold Energy Center in Iowa, and roll out AI-driven grid and operations tools, with the first commercial product targeted for the Google Cloud Marketplace by mid-2026. This partnership positions NextEra as a key power and technology partner for hyperscale AI infrastructure, blending large-scale clean energy...
NYSE:AN
NYSE:ANSpecialty Retail

AutoNation (AN) Valuation Check After Expanding Its Maryland Footprint With Jerry’s Toyota Acquisition

AutoNation (AN) just planted a bigger flag in Maryland, closing its purchase of Jerry's Toyota in Baltimore and rebranding it as AutoNation Toyota White Marsh. This adds meaningful revenue and volume to an already dense regional footprint. See our latest analysis for AutoNation. Investors seem to be rewarding AutoNation for disciplined expansion, with the share price at $209.12 and a strong year to date share price return of 25.27 percent. This complements an impressive five year total...