SouthState Bank (SSB) has been quietly grinding higher, with the stock up about 9% over the past month even as its past 3 months performance remains slightly negative, hinting at a sentiment shift.
See our latest analysis for SouthState Bank.
Zooming out, that recent 1 month share price return of 9.24% looks more like a rebound than a breakout, as SouthState’s 1 year total shareholder return is still negative while the 5 year total shareholder return remains comfortably positive.
If this kind...
CoStar Group (CSGP) slid after reports that Google is testing homes for sale listings directly in search results. This move could reshape how buyers find properties and how platforms compete for traffic.
See our latest analysis for CoStar Group.
That headline risk has landed on an already weak tape, with a 90 day share price return of minus 27.45 percent and a one year total shareholder return of minus 12.83 percent, signaling fading momentum despite solid revenue growth.
If this Google test...
Erie Indemnity (ERIE) has quietly lagged the broader market this year, with the stock down about 30% year to date even as revenue and net income continue to grow at midsingle to low double digit rates.
See our latest analysis for Erie Indemnity.
That weak year to date share price return sits in sharp contrast to Erie Indemnity’s solid multiyear total shareholder return, suggesting investors are reassessing how much they are willing to pay for its consistent but unspectacular growth...
CME Group recently expanded its crypto derivatives suite by launching Spot-Quoted XRP and Solana futures, mirroring its existing Spot-Quoted Bitcoin and Ether contracts and allowing positions to be traded in spot-like terms with longer-dated expiries.
This move, alongside SEC approval of CME Securities Clearing Inc. and expanded CFTC cross-margining for Treasuries, underscores how CME is positioning itself at the intersection of traditional fixed income markets and regulated digital asset...
Energy Vault Holdings (NRGV) is drawing fresh attention after it entered the Swiss market with its new FlexGrid battery storage offering, backed by agreements with Schindler Group and Energie Wettingen AG. This move directly supports its broader European expansion strategy.
See our latest analysis for Energy Vault Holdings.
The Swiss FlexGrid launch and recent shelf registration come against a backdrop of strong momentum, with a roughly 120% 3 month share price return and 1 year total...
In December 2025, Denali Therapeutics completed a US$200,000,000 follow-on equity offering, issuing 9,142,857 common shares at US$17.50 and 2,285,714 pre-funded warrants at US$17.49, each at a US$0.875 discount per security.
The mix of common stock and pre-funded warrants highlights investor appetite for flexible exposure to Denali’s pipeline while expanding the company’s capital base.
We’ll now examine how this US$200,000,000 capital raise through discounted equity and pre-funded warrants...
Macy's (M) is back in the spotlight after CEO Tony Spring doubled down on a sweeping overhaul, closing roughly a third of U.S. stores while still raising full year 2025 sales guidance.
See our latest analysis for Macy's.
Those moves seem to be resonating with investors, with the share price at $23.84 and a strong year to date share price return of 43.96%, while the five year total shareholder return of 171.11% suggests this turnaround story has been building for a while.
If Macy's shake up...
Warby Parker (WRBY) just jolted higher after formally confirming a 2026 launch of AI-powered glasses with Google, a partnership backed by up to $150 million that suddenly puts the eyewear brand in the middle of the AI hardware race.
See our latest analysis for Warby Parker.
The Google deal arrives after a powerful run, with Warby Parker’s 30 day share price return of 58.25 percent and three year total shareholder return of 97.06 percent, signaling that momentum is clearly building around its...
In late October 2025, Universal Health Services reported Q3 results that exceeded analyst expectations, with revenue rising 13.4% year over year and adjusted EPS increasing 53.4%, and management raised its fiscal 2025 revenue and earnings guidance.
This combination of stronger profitability and an upgraded outlook highlights improving operational efficiency and suggests the company is executing well on its current growth initiatives.
We’ll now examine how the raised full-year guidance,...
Atlantic Union Bankshares (AUB) just caught a fresh wave of attention after several Wall Street firms updated their views, zeroing in on the bank’s shift from acquisition driven growth to organic execution and future capital returns.
See our latest analysis for Atlantic Union Bankshares.
That shift in narrative seems to be resonating, with the share price up 7.5 percent over the last week and 13.4 percent over the past month, even though the year to date share price return is still slightly...
The latest move in Western Alliance Bancorporation (WAL) came right after the Federal Reserve delivered its third interest rate cut of the year, a shift toward easier money that typically lifts regional bank sentiment.
See our latest analysis for Western Alliance Bancorporation.
That Fed driven bounce comes after a choppy spell, with a 10.26% 1 month share price return but a modest 1 year total shareholder return of minus 0.58%. This suggests momentum is rebuilding, yet investors remain...
In December 2025, Hormel Foods and Forward Consumer Partners completed a partnership for the Justin's® brand, with Justin's now operating as a standalone company owned 51% by Forward and 49% by Hormel, led by returning founder Justin Gold as advisor and former CEO Peter Burns as chief executive.
This move reshapes Hormel's portfolio by shifting Justin's into a more focused, growth-oriented ownership structure while keeping Hormel financially invested and represented on the board.
Next, we’ll...
Caldwell Trust Co previously acquired a new stake in Nicolet Bankshares Inc., purchasing 12,578 shares for about US$1,553,000, while company insiders, including the CFO and a director, also increased their holdings and the bank paid a quarterly dividend.
Taken together with recent analyst upgrades, these moves highlight growing alignment between institutional investors, insiders, and external research views on Nicolet Bankshares’ prospects.
We’ll now examine how this combination of insider...
Earlier this month, MINISO opened its first collectible toy store in Italy on Milan’s Corso Buenos Aires and its largest German store on Dusseldorf’s Flinger Strasse, both built around immersive, IP-driven experiences with extensive licensed product ranges.
These flagship European locations underline how MINISO is using experiential, character-led retail to tighten its connection with Gen Z and pop-culture collectors across key urban shopping hubs.
Next, we’ll examine how MINISO’s immersive...
MillerKnoll (MLKN) steps back into the spotlight this week as it reports quarterly results, with investors weighing last quarter’s upside surprise against fresh expectations for revenue to slip and earnings to cool.
See our latest analysis for MillerKnoll.
Despite the latest share price of $16.64 and a recent 1 month share price return of 12.74% suggesting a short term rebound, MillerKnoll’s year to date share price return of negative 25.75% and 1 year total shareholder return of negative...
MYR Group (MYRG) has been quietly rewarding patient investors, with the stock up roughly 49% year to date and about 35% over the past year, far outpacing many industrial peers.
See our latest analysis for MYR Group.
With the share price now at $220.51, MYR Group has cooled slightly in the last month but still shows strong momentum, with a 90 day share price return of 24.56 percent and a five year total shareholder return of 269.24 percent.
If MYR Group’s run has you rethinking what else could...
Archrock (AROC) just secured cheaper debt by tweaking its revolving credit facility to lower interest margins, remove a credit spread add on, and cut unused commitment fees, a quietly meaningful win for long term financing costs.
See our latest analysis for Archrock.
That backdrop helps explain why investors have kept leaning in, with an 8.9% 3 month share price return and a standout 266% 3 year total shareholder return suggesting that momentum remains firmly intact.
If Archrock’s steady...
United Parks & Resorts (PRKS) just saw its share price drop after a softer than expected fiscal Q3, as weather, calendar quirks, and weaker international attendance weighed on results and spooked investors.
See our latest analysis for United Parks & Resorts.
That post earnings wobble comes on top of a much tougher year, with a sharply negative year to date share price return and weak three year total shareholder return. However, the strong 1 month share price rebound hints that sentiment may...
eBay (EBAY) is leaning hard into its collectibles fandom, with its new eBay Collected 2025 report showing Pokémon cards still dominating search activity as eBay Live livestreams pull more of that demand onto the platform.
See our latest analysis for eBay.
Despite a softer patch lately, with the 90 day share price return down 8.19% to around $82.59, investors who have stuck with eBay have been rewarded with a 3 year total shareholder return of 113.54%. The blend of collectibles momentum,...
Medtronic stock moves
Medtronic (MDT) has been quietly grinding higher this year, and recent trading action is giving investors a fresh reason to revisit the story, especially with earnings growth steadily outpacing revenue.
See our latest analysis for Medtronic.
Despite a soft patch in the last week, Medtronic's recent 30 day and year to date share price returns suggest momentum is still building as investors reward improving earnings quality and steadier growth in its core medical device...
Booking Holdings (BKNG) just followed up its strong third quarter beat with a wave of market optimism, as investors zero in on rising room nights, healthier margins, and growing direct bookings despite a choppy macro backdrop.
See our latest analysis for Booking Holdings.
The upbeat Q3 numbers and new partnerships around experiences have clearly reset sentiment, with the share price now at $5,457.70 and a solid year to date share price return of about 11 percent supporting already impressive...
EchoStar recently surged in investor attention after reports that SpaceX, in which it holds about US$11.10 billion of stock, is preparing a very large initial public offering that could unlock additional value from EchoStar’s earlier spectrum-for-equity deals.
This development has effectively turned EchoStar into a key proxy for public market exposure to SpaceX, intensifying focus on how its spectrum assets and balance sheet might benefit from any future liquidity event.
We’ll now explore...
Franklin Electric (FELE) has been in the spotlight after director Gregg C. Sengstack sold shares and moved stock into his family foundation, just as the company reported 9% third quarter sales growth but slightly softer adjusted earnings.
See our latest analysis for Franklin Electric.
Those moves come as Franklin Electric’s share price has quietly ground higher, with a 1 day share price return of 1.78 percent and solid multi year total shareholder returns suggesting long term momentum remains...