NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Collaboration With Sarah Cannon Puts Clinical Trial Role In Focus

IQVIA Holdings (NYSE:IQV) has entered into a collaboration with Sarah Cannon Research Institute focused on clinical trial processes. The partnership is aimed at improving how trials are designed, run, and managed across participating research sites. The two organizations plan to combine data, technology, and oncology research expertise to support more efficient studies. IQVIA Holdings, through its data, technology, and contract research operations, sits at the intersection of healthcare and...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Is Verra Mobility (VRRM) Attractive After Recent Share Price Weakness?

If you are wondering whether Verra Mobility's current share price lines up with its underlying value, this article will walk you through the key signals that matter most. The stock closed at US$19.84, with returns of a 9.8% decline over 7 days, a 12.7% decline over 30 days and an 11.2% decline year to date. The 1-year return is a 24.8% decline and the 3 and 5-year returns are 25.3% and 41.4% respectively. These mixed returns sit against a backdrop where investors are paying closer attention...
NYSE:BSX
NYSE:BSXMedical Equipment

Does Boston Scientific (BSX) Still Justify Its Premium After Recent Share Price Pullback

If you are wondering whether Boston Scientific's current share price reflects its true worth, you are not alone. This article is built to help you frame that question clearly. The stock closed at US$93.79, with a 2.3% gain over the last 7 days, a 2.1% decline over 30 days, a 1.0% decline year to date, and an 8.7% decline over 1 year, set against a 97.3% return over 3 years and 150.4% over 5 years. Recent news coverage around Boston Scientific has focused on its position in medical devices...
NYSE:PGR
NYSE:PGRInsurance

The Bull Case For Progressive (PGR) Could Change Following 2025 Beat, CFO Shift And Pet Push

Progressive Corporation has reported full-year 2025 results, with revenue rising to US$87.67 billion and net income reaching US$11.31 billion, alongside announcing longtime CFO John Sauerland’s planned July 2026 retirement and the expected appointment of Chief Strategy Officer Andrew Quigg as his successor. The company also expanded further into pet coverage with a new Progressive-branded pet insurance product, underscoring efforts to broaden its insurance offerings beyond auto. With...
NYSE:GDDY
NYSE:GDDYIT

How Investors May Respond To GoDaddy (GDDY) Analyst Upgrades After Oversold Share Slide

In recent weeks, GoDaddy has come under heavy selling pressure, with its shares moving into oversold territory even as the company heads toward upcoming earnings. At the same time, Wall Street analysts have raised their earnings estimates and upgraded GoDaddy’s rating, signaling increasing confidence in its profit outlook despite the prior downturn in sentiment. With improved earnings estimates now supporting the story, we’ll examine how this analyst optimism influences GoDaddy’s broader...
NYSE:ECL
NYSE:ECLChemicals

Ecolab Q3 Highlights Growth Segments While Valuation And Risks Draw Focus

Ecolab reported strong Q3 2025 results, with solid performance in its Global High-Tech and Ecolab Digital segments. These segments delivered accelerated growth despite tariff inflation and softer demand in some end markets. Management highlighted both the resilience of these higher growth areas and the economic pressures affecting parts of the business. Ecolab, traded as NYSE:ECL, is drawing fresh attention after its Q3 2025 update showed strength in its Global High-Tech and Ecolab Digital...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet Data Lawsuits Reshape Android Privacy And AI Growth Story

Alphabet (NasdaqGS:GOOGL) agreed to settle two major class action lawsuits tied to alleged unauthorized data collection through Android and Google Assistant. The settlements total more than US$200 million and require changes to user data controls and privacy terms across Android and Google Assistant services. The cases center on Android's collection of cellular data and claims that Google Assistant recorded users without proper consent. These changes are expected to affect hundreds of...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir’s HD Hyundai AI Rollout And EMEA Sovereign Projects Test Valuation

Palantir Technologies (NasdaqGS:PLTR) has expanded its partnership with HD Hyundai to roll out its AI and Foundry platforms across the Korean group's businesses, including robotics and shipbuilding. The companies plan to establish an AI Center of Excellence within HD Hyundai to support group wide adoption and development of new data driven applications. Separately, Palantir is working with Accenture and S-AI on sovereign grade AI data center infrastructure across EMEA, aimed at supporting...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

Adaptive Biotechnologies (ADPT) Is Up 5.3% After Surging Revenue And Genentech Tie-Up Spotlighted - Has The Bull Case Changed?

Adaptive Biotechnologies, a commercial-stage biotech focused on the adaptive immune system, recently highlighted very large year-on-year revenue growth alongside upcoming presentations at the BTIG and TD Cowen health care conferences. An important angle for investors is how this rapid revenue expansion, combined with its neoantigen T cell therapy collaboration with Genentech, is shaping perceptions of the company’s commercial and scientific progress. With recent share price moves, we’ll...
NYSE:OKLO
NYSE:OKLOElectric Utilities

Assessing Oklo’s Valuation After Meta Nuclear Campus Deal And Rising Nuclear Policy Support

Oklo (OKLO) is back in focus after its binding agreement with Meta Platforms to build a 1.2 GW advanced nuclear campus for data centers, a deal that has coincided with fresh government support for nuclear energy. See our latest analysis for Oklo. The Meta agreement and broader policy support have arrived during a volatile stretch for Oklo, with a 27.4% 30 day share price return and a 31.3% decline over 90 days. At the same time, a 167.39% 1 year total shareholder return and a very large 3...
NYSE:LOW
NYSE:LOWSpecialty Retail

Is Lowe's (LOW) Fairly Priced After Recent Share Price Rebound?

If you are wondering whether Lowe's Companies is attractively priced at its current level, you are not alone. The stock often gets attention from investors trying to work out if the market is being too cautious or too optimistic. The share price recently closed at US$269.42, with a 10.5% return over the last 30 days, a 9.1% return year to date and a 5.0% return over the last year, alongside a 2.8% decline over the past week and a 74.1% return over five years. Recent news coverage has focused...
NYSE:BOH
NYSE:BOHBanks

Assessing Bank of Hawaii (BOH) Valuation After Earnings Beat And Strengthened Outlook

Bank of Hawaii (BOH) is back in focus after fourth quarter 2025 results topped Wall Street expectations, with higher net interest income, wider net interest margin, disciplined costs, and an affirmed US$0.70 quarterly dividend. See our latest analysis for Bank of Hawaii. Investors have reacted positively to the earnings beat and ongoing buybacks, with the share price at US$74.14 and a 90 day share price return of 14.17%. The 5 year total shareholder return of 14.42% suggests steadier long...
NYSE:AORT
NYSE:AORTMedical Equipment

Is Artivion (AORT) Pricing Look Risky After Strong 1-Year Share Price Run?

If you are wondering whether Artivion at around US$41.29 is a fair price or starting to look stretched, you are not alone. This article will focus squarely on what the current share price could mean for value minded investors. The stock has seen a 6.8% decline over the last 7 days and a 10.9% decline over the last 30 days, yet it is still up 32.3% over the past year and has a very large 3 year return alongside a 70.4% return over 5 years. Recent price moves sit against a backdrop of...
NYSE:WU
NYSE:WUDiversified Financial

Western Union Balances Stablecoin Push And Intermex Deal With Low P/E

Western Union (NYSE:WU) plans to launch a USD stablecoin and a new Digital Asset Network. The company has also announced a pending acquisition of Intermex to expand its retail presence. Both initiatives are aimed at reshaping how Western Union participates in global money movement and remittances. Western Union, long known for cash focused remittances, is now moving deeper into digital assets through a planned USD stablecoin and supporting network. This comes as money transfer activity...
NYSE:TAL
NYSE:TALConsumer Services

How Strong Q3 Profit Surge And EPS Beat At TAL Education Group (TAL) Has Changed Its Investment Story

TAL Education Group has released its third-quarter and nine-month results to November 30, 2025, reporting sales of US$770.17 million and US$2.21 billion respectively, alongside sharply higher net income and earnings per share from continuing operations versus a year earlier. The scale of the increase in quarterly net income, rising from US$23.07 million to US$130.6 million, highlights a marked improvement in profitability across the business. We’ll now examine how this strong earnings...
NYSE:AL
NYSE:ALTrade Distributors

Air Lease (AL) Valuation Check After Muted Share Moves And Strong 1 Year Return

Recent share performance and business snapshot Air Lease (AL) has drawn investor attention after a modest 0.1% decline over the past day, contrasting with small positive moves over the past week, month and past 3 months, and a 42% total return over the past year. The company focuses on purchasing and leasing commercial jet aircraft to airlines worldwide, with additional revenue sources from aircraft sales and fleet management services for third party owners. See our latest analysis for Air...
NYSE:HUM
NYSE:HUMHealthcare

Humana Confronts Flat Medicare Advantage Rates With At Home Cardiac Care

CMS has proposed nearly flat Medicare Advantage payment rates for 2027, affecting plans run by NYSE:HUM and peers. Humana is responding with a greater focus on healthcare access efforts, including a new partnership with Carda Health to expand at-home cardiac rehabilitation. The combination of regulatory pressure and care delivery initiatives is drawing attention from investors, patients, and policymakers. Humana, traded as NYSE:HUM, is a major player in Medicare Advantage, so any shift in...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is It Too Late To Consider BWX Technologies (BWXT) After Its 94% One-Year Surge?

If you are wondering whether BWX Technologies at around US$216.30 is priced for perfection or still offers value, you are not alone. The share price has moved by 3.2% over the last 7 days, 23.3% over the past 30 days, 18.9% year to date and 94.4% over the past year, with a very large 5 year return that is well over 5x. Recent coverage around BWX Technologies has focused on its role in nuclear and defense related projects, as investors watch how these areas shape future contract pipelines and...
NYSE:ATI
NYSE:ATIAerospace & Defense

Is It Too Late To Consider ATI (ATI) After A 102% One Year Surge?

If you are wondering whether ATI's recent run still leaves any value on the table, this article will walk through what the current price could be implying about the stock. ATI closed at US$121.72, with a 7 day return of a 2.4% decline, a 30 day return of 4.4%, a year to date return of 2.1% and a 1 year return of 102.1%. This naturally raises questions about what is already priced in. Recent coverage has focused on ATI as investors reassess the company after a very large 5 year return that is...
NYSE:GBCI
NYSE:GBCIBanks

The Bull Case For Glacier Bancorp (GBCI) Could Change Following Acquisition-Boosted Earnings And Rising Charge-Offs - Learn Why

In January 2026, Glacier Bancorp reported past fourth-quarter 2025 results showing net interest income of US$266.07 million and net income of US$63.78 million, alongside full-year net interest income of US$889.04 million and net income of US$239.03 million. The bank’s results reflected higher net interest income helped by its recent acquisitions, while net charge-offs rose to US$6.4 million in the quarter, including US$2.2 million in deposit overdraft losses. With Glacier Bancorp...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Carlos Vazquez Joins Valley Board As Credit And Growth Priorities Evolve

Valley National Bancorp (NasdaqGS:VLY) has appointed Carlos Vazquez as an independent director. Vazquez, a veteran banking executive, will also serve on key board committees. The move adds financial and governance experience to Valley's board at a time of ongoing industry scrutiny. For you as an investor watching NasdaqGS:VLY, this board change sits against a backdrop of a $12.27 share price and a 26.6% return over the past year. Over longer horizons, returns of 17.8% over three years and...