NYSE:ATGE
NYSE:ATGEConsumer Services

Does the Recent 36.7% Drop Reveal a New Opportunity for Adtalem Global Education in 2025?

Ever wondered if Adtalem Global Education might be a hidden value opportunity, or if its recent successes have already driven the price out of reach? The stock has seen some wild swings lately, rising 3.2% year-to-date and an impressive 134.0% over three years. However, there was a sharp dip of 36.7% in the last month that has grabbed investors’ attention. Market chatter has increased after the company announced a new strategic partnership aimed at expanding its professional education...
NYSE:OHI
NYSE:OHIHealth Care REITs

Omega Healthcare Investors (OHI): Assessing Valuation After UBS Highlights Strong Q3 Earnings and Growth Prospects

Omega Healthcare Investors (OHI) caught the spotlight after UBS started coverage on the stock. The firm highlighted the company’s strong third-quarter earnings and promising future investment outlook. Recent results showed higher investment income and improving spreads. See our latest analysis for Omega Healthcare Investors. Omega Healthcare Investors’ latest momentum is hard to ignore, with a 19% year-to-date share price return and one-year total shareholder return of 20%. These figures...
NYSE:EOG
NYSE:EOGOil and Gas

Can EOG’s (EOG) Share Buybacks and Dividends Offset Profit Declines Amid Higher Production?

EOG Resources recently announced its third quarter results, which showed a year-over-year decline in revenue and net income despite higher oil and gas production volumes, along with updated production guidance and a continued commitment to shareholder returns through dividends and share repurchases. An interesting detail is that the company’s continued buybacks have now retired nearly 9% of outstanding shares since late 2021, while the regular dividend remains intact and has not been...
NYSE:LAZ
NYSE:LAZCapital Markets

Lazard (LAZ): Evaluating Valuation After Recent Share Price Volatility

Lazard (LAZ) shares have seen some movement lately, catching the attention of investors interested in its valuation and long-term returns. With recent shifts in the market, some are taking a closer look at the stock's fundamentals. See our latest analysis for Lazard. Lazard’s share price has had a choppy ride in recent months, with a notable 9.27% drop over the past week and a year-to-date share price return of -8.14%. Despite the short-term volatility, the company’s three- and five-year...
NasdaqGM:TVTX
NasdaqGM:TVTXBiotechs

Will Positive Phase 3 FILSPARI Data in FSGS Redefine Travere Therapeutics' (TVTX) Position in Rare Kidney Disease?

Earlier this month, Travere Therapeutics announced new Phase 3 DUPLEX Study data showing that FILSPARI (sparsentan) led to significantly higher rates of proteinuria reduction in patients with focal segmental glomerulosclerosis (FSGS) compared to irbesartan, with reported links to lower risks of kidney failure and a consistent safety profile. This late-breaking data, presented at the American Society of Nephrology Kidney Week 2025 and highlighted in a leading medical journal, enhances...
NYSE:WEC
NYSE:WECIntegrated Utilities

WEC Energy Group (WEC): Evaluating Valuation After Strong Q3 Results and Major Capital-Raising Moves

WEC Energy Group (WEC) has been in the spotlight after beating analysts’ expectations on both earnings and revenue for the third quarter. The company also unveiled major capital-raising efforts, which signals confidence for the road ahead. See our latest analysis for WEC Energy Group. The third quarter's upbeat results and capital-raising moves have caught investors’ attention, but momentum has actually been building for a while. WEC Energy Group posted an 18.7% share price return...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

Is Monolithic Power Systems' (MPWR) Modest Buyback Reflecting a Shift in Capital Allocation Priorities?

Between July and September 2025, Monolithic Power Systems repurchased 2,000 shares for US$2.1 million, bringing the total completed under its February buyback to 5,900 shares for US$4.74 million. This buyback is relatively minor and occurred as the company moved in line with sector-wide caution over AI hardware valuations and Federal Reserve policy signals rather than being driven by company-specific actions. We'll examine how the technology sector’s AI-driven caution and the modest buyback...
NYSE:VLTO
NYSE:VLTOCommercial Services

Veralto (VLTO): Assessing Valuation After Recent Share Price Decline

Veralto (VLTO) shares recently dipped slightly over the past month, continuing a downward trend that has seen the stock decline about 10% during the past 3 months. Investors may be evaluating the company’s fundamentals, looking for potential value plays at current levels. See our latest analysis for Veralto. Veralto’s share price has come under pressure lately, continuing its decline with a 4.8% drop over the past month and a total shareholder return of -5.5% over the past year. Recent...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Is Casey's (CASY) Still Undervalued? A Fresh Look at Its Valuation After Recent Momentum

Casey's General Stores (CASY) has stayed on investors' radars following its 7% gain over the past three months. Many are now closely watching how recent performance could shape the stock’s next steps. See our latest analysis for Casey's General Stores. Momentum has clearly been building for Casey’s General Stores, with a 38.94% year-to-date share price return and a strong 33.79% total shareholder return over the last 12 months. Recent moves show that its performance has outpaced many peers...
NYSE:MTD
NYSE:MTDLife Sciences

Does Mettler-Toledo’s (MTD) Ongoing Buybacks and Acquisitions Reflect Evolving Capital Allocation Priorities?

Mettler-Toledo International recently reported its third quarter results, highlighting sales of US$1,029.7 million and ongoing share repurchases, while also raising its 2025 sales guidance and confirming further investments in small, targeted acquisitions. Management reiterated a clear capital allocation focus, favoring buybacks and bolt-on acquisitions such as the Genie Vortex mixers to strengthen and diversify the company's life sciences portfolio. We'll explore how the company's...
NYSE:ESNT
NYSE:ESNTDiversified Financial

How Might Essent Group’s (ESNT) Share Buyback and Dividend Affirmation Shape Its Value Strategy?

In recent news, Essent Group Ltd. completed US$353.91 million in share repurchases, affirmed a US$0.31 per share quarterly dividend, and reported third quarter 2025 earnings, with basic earnings per share slightly up year-over-year despite a marginal decline in net income and revenue. This combination of capital return activity and stable per-share earnings performance highlights management's ongoing focus on both shareholder value and operational discipline. We'll examine how the company's...
NYSE:DEI
NYSE:DEIOffice REITs

Is Douglas Emmett's (DEI) Shift Toward Multifamily a Response to Office Leasing Headwinds?

Earlier this month, Douglas Emmett reported lower-than-expected office leasing activity in the previous quarter due to a pronounced slowdown through September, while noting stronger-than-anticipated lease renewals and tenant retention. Despite near-term softness in office leasing, multifamily operations continued to show robust growth, highlighted by a nearly 7% year-over-year rise in same-store cash NOI and plans to add over 1,000 new high-end residential units in Brentwood and...
NYSE:CVS
NYSE:CVSHealthcare

Is CVS Health a Bargain After Its 76% Rally in 2025?

Curious if CVS Health is a bargain or overpriced right now? You are not alone in wondering whether there is real value hiding in this well-known stock. Shares have surged an impressive 76.3% year-to-date and are up 45.7% over the past year, even as recent weeks brought some turbulence with a -2.4% dip in the last 7 days and a -5.6% move over the last month. Recent headlines have spotlighted CVS Health’s expanding role in healthcare services, such as its bold push into primary care and...
NYSE:AMPX
NYSE:AMPXElectrical

Will Amprius Technologies’ (AMPX) Korea Alliance Reinforce Its Global Manufacturing Ambitions?

Amprius Technologies, Inc. recently announced the formation of the Amprius Korea Battery Alliance, a collaborative initiative to expand global manufacturing, secure supply chain partners, and support over 2.0 GWh of worldwide contract manufacturing capacity by engaging multiple Korean battery industry leaders. The alliance aims to combine Amprius' silicon anode technology with Korea's manufacturing strengths and strengthen the supply network supporting the electric mobility and clean energy...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck (MRK) Is Up 6.0% After Dividend Boost, Positive Trial Results, and Cidara Acquisition Announcement – Has The Bull Case Changed?

In November 2025, Merck announced a quarterly dividend increase and released positive clinical trial results for both WINREVAIR in pulmonary hypertension and enlicitide, its investigational oral PCSK9 inhibitor, alongside updates on a share buyback and the planned acquisition of Cidara Therapeutics for US$9.2 billion. The promising outcomes for WINREVAIR and enlicitide, both targeting significant unmet needs in cardiovascular and pulmonary health, signal Merck's ongoing commitment to...
NYSE:CRCL
NYSE:CRCLSoftware

Are Regulatory Pressure and Insider Moves Shaping Circle (CRCL)’s Competitive Edge in Stablecoins?

Circle Internet Group, Inc. recently reported its third quarter and nine-month financial results and participated in Citi’s 14th Annual FinTech Conference in New York, with CEO Jeremy Allaire addressing industry challenges. The company’s results highlighted a period marked by substantial earnings growth in the latest quarter, but also underscored investor concerns about regulatory pressures, competitive dynamics in the stablecoin market, and insider selling activity. We’ll examine how...
NYSE:TMO
NYSE:TMOLife Sciences

What Thermo Fisher Scientific (TMO)'s FDA Clearance for EXENT System Means for Shareholders

Thermo Fisher Scientific has received FDA 510(k) clearance for its EXENT System, an automated platform designed to enhance the diagnosis of multiple myeloma and related blood disorders by improving result accuracy and clinical workflow efficiency for laboratories in the U.S. and several international markets. This regulatory milestone expands Thermo Fisher’s commercial reach in the diagnostics sector, reflecting how innovation in laboratory automation can influence patient care and clinical...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

A Look at Copart (CPRT) Valuation as Investors Watch for Slower Revenue Growth

Copart (CPRT) is set to announce its earnings this Thursday after the market closes. There is heightened interest this time as observers expect revenue growth to be slower than in recent years. See our latest analysis for Copart. Copart’s share price has struggled this year, with a 30-day return of -7.7% leading into earnings and a year-to-date decline of 26.6%, as the market prices in slowing growth expectations. While the pendulum has swung sharply from its recent highs, long-term total...