NasdaqGS:NWSA
NasdaqGS:NWSAMedia

A Look At News (NWSA) Valuation After Recent Share Performance Shifts

Event context and recent share performance News (NWSA) has drawn investor attention after recent share moves, with the stock showing a 1-month return of 1.48% and a 3-month return of 1.94%, alongside a 1-year total return decline of 3.77%. See our latest analysis for News. At a share price of $26.83, News has seen short term share price momentum pick up in recent weeks, while its 1 year total shareholder return is slightly negative against a stronger 3 and 5 year total shareholder return...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Is Sirius XM (SIRI) Pricing Reflect A Potential Rebound After Multi Year Share Price Weakness

If you have been wondering whether Sirius XM Holdings is priced fairly at around US$20.51, this article walks through the numbers so you can make up your own mind about its value. The stock has been relatively steady recently, with a 0.3% return over the last 7 days, flat year to date, and a 2.0% decline over the past year, alongside deeper 61.6% and 61.4% declines over the last 3 and 5 years. Recent coverage of Sirius XM has focused on its position in US audio entertainment and investor...
NasdaqGS:ASO
NasdaqGS:ASOSpecialty Retail

A Look At Academy Sports And Outdoors (ASO) Valuation As Growth Forecasts Support The Value Thesis

Recent research on Academy Sports and Outdoors (ASO) has put fresh attention on the retailer, after value focused analysis highlighted its earnings, cash flow, and capital discipline as key supports for the current investment case. See our latest analysis for Academy Sports and Outdoors. The latest share price of US$56.82 sits alongside an 11.3% 1 month share price return and 19.1% 3 month share price return. The 5 year total shareholder return of 172.84% stands out more than the modest 1...
NYSE:WTS
NYSE:WTSMachinery

How Keybanc’s Overweight Upgrade and Data Center Focus At Watts Water Technologies (WTS) Has Changed Its Investment Story

In January 2026, Keybanc upgraded Watts Water Technologies’ rating to “Overweight,” citing factors such as pricing tailwinds, growth in its Data Center-related business, and recent acquisition activity as reasons for increased confidence in the company’s outlook. A particularly interesting element of this development is Keybanc’s view that Watts Water Technologies’ emerging acquisition strategy is underappreciated by the market, suggesting investors may be rethinking how they value the...
NYSE:NEM
NYSE:NEMMetals and Mining

Is There Still Value In Newmont (NEM) After Its 1 Year Share Price Surge?

If you are wondering whether Newmont's current share price reflects its true worth, you are not alone. This article is designed to help you unpack that question clearly. Newmont's stock recently closed at US$124.31, with returns of 8.9% over 7 days, 18.7% over 30 days, 22.8% year to date, 200.7% over 1 year, 152.8% over 3 years and 144.2% over 5 years, which naturally raises questions about what is already priced in. Recent coverage around Newmont has focused on its position as a major gold...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez International (MDLZ) Pricing Reflect Its Cash Flow Potential After Mixed Returns

If you are wondering whether Mondelez International's current share price reflects its true worth, you are not alone. This article keeps the focus firmly on what you are getting for the price you pay. The stock recently closed at US$58.40, with returns of 2.0% over the past week, 6.9% over the past month, 8.9% year to date, 4.9% over 1 year, a 2.2% decline over 3 years, and 19.5% over 5 years. Taken together, these figures give a mixed picture of how the market has treated the shares over...
NYSE:LOW
NYSE:LOWSpecialty Retail

Does Lowe's Pro Customer Push and New In‑Store Products Shift the Bull Case for LOW?

In recent weeks, Lowe's Companies has drawn attention as analysts updated their views following solid holiday-period sales, ongoing expansion in its professional customer segment through acquisitions, and new product launches such as SKYX Platforms’ Skyfan & Turbo Heater in its stores. An interesting angle is that Lowe’s short interest remains relatively low compared with peers, suggesting fewer investors are positioning aggressively against the stock even as it reports mixed guidance and...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

Could STRA’s New Spanish-Language Workforce Edge Programs Reframe Its Employer-Funded Education Strategy?

Workforce Edge, powered by Strategic Education, previously announced a partnership with NUC University to add more than 60 English- and Spanish-language academic programs, delivered online, in person, and via hybrid formats across Florida and Puerto Rico. This collaboration brings the platform’s first Spanish-language offering, highlighting a push to make employer-funded education more accessible for Spanish-speaking employees and their career progression. We’ll now examine how adding...
NYSE:BVN
NYSE:BVNMetals and Mining

Has Buenaventura (BVN) Run Too Far After Its 193% One Year Share Price Surge

If you are wondering whether Compañía de Minas BuenaventuraA is still reasonably priced after its strong run, this article walks through what the current share price might be implying. The stock last closed at US$37.10, with returns of 7.0% over 7 days, 25.7% over 30 days, 29.8% year to date, 192.6% over 1 year, 382.5% over 3 years and 281.1% over 5 years. These figures can change how investors think about both opportunity and risk. Recent coverage has focused on how the company fits into...
NYSE:CADE
NYSE:CADEBanks

How Mixed Q4 Results And Rising Costs At Cadence Bank (CADE) Have Changed Its Investment Story

Cadence Bank recently reported its fourth-quarter 2025 results, with net interest income of US$426.92 million and net income of US$146.75 million, alongside a quarterly preferred dividend of US$0.34375 per share declared for its Series A stock. Despite headline earnings and revenue coming in ahead of analyst expectations, investors focused on softer net interest income and a weaker efficiency ratio that pointed to higher operating costs in the core banking business. We’ll now examine how...
NYSE:TPL
NYSE:TPLOil and Gas

How Investors Are Reacting To Texas Pacific Land (TPL) Data Center Pivot And Stock Split Moves

Texas Pacific Land Corporation recently disclosed a partnership with Bolt Data & Energy to develop large-scale data center campuses on its West Texas land, alongside announcing insider share purchases, a three-for-one stock split, and upcoming fourth-quarter 2025 results on February 18, 2026. This move highlights how Texas Pacific Land is seeking to monetize its extensive land and water resources beyond traditional energy uses by supporting data center infrastructure. Next, we will examine...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Bancshares Q4 Cost Ratio Spike Tests Bullish Margin Resilience Narratives

Huntington Bancshares (HBAN) just wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and basic EPS of US$0.31, anchored by net income of US$476 million. Over the past year, total revenue has moved from US$6.9 billion on a trailing basis at the end of 2024 to US$7.7 billion at the end of 2025, while trailing basic EPS shifted from US$1.24 to US$1.41. With net interest margin and cost to income metrics highlighting how efficiently those earnings are being produced, the latest...
NYSE:UTZ
NYSE:UTZFood

Has The Market Gone Too Far On Utz Brands (UTZ) After Recent Business Refocus?

If you are wondering whether Utz Brands at around US$10.42 is a bargain or fairly priced, you are not alone. This article walks through what the numbers actually say about its current value. The stock has returned 1.3% over the last 7 days and 1.0% over the last 30 days, although the 1 year return of a 19.7% decline and 3 year return of a 32.8% decline show a much tougher stretch for longer term holders. Recent company updates around its business footprint, capital allocation and product...
NasdaqGS:ABCL
NasdaqGS:ABCLLife Sciences

Advancing Non-Hormonal Menopause Drug Into Phase 2 Could Be A Game Changer For AbCellera (ABCL)

AbCellera Biologics announced that the first patients have been dosed in the Phase 2 portion of its Phase 1/2 trial of ABCL635, a potential first-in-class non-hormonal treatment for moderate-to-severe menopause-related vasomotor symptoms, following an interim review of safety, tolerability, and pharmacodynamic data from healthy volunteers. This marks the first clinical program from AbCellera’s GPCR and ion channel platform to enter Phase 2, testing an NK3R-targeting therapy in 80...
NYSE:PNW
NYSE:PNWElectric Utilities

A Look At Pinnacle West Capital (PNW) Valuation As Q4 Results Approach After Strong Q3 And Upgraded Outlook

Pinnacle West Capital (PNW) is back in the spotlight as investors look ahead to the upcoming Q4 2025 earnings release, following a Q3 report that featured net income growth, customer gains, and record Arizona demand. See our latest analysis for Pinnacle West Capital. The recent focus on upcoming Q4 results follows Q3 net income growth, customer gains, and record Arizona demand. The share price is at $92.17 and the 1 year total shareholder return is 11.9%, which may suggest steadily improving...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Is It Too Late To Consider Weatherford International (WFRD) After A 30% One-Year Rise?

For investors wondering whether Weatherford International at around US$89.93 is offering good value or if the easy money has already been made, this article focuses on what the current price might mean. The stock has posted returns of 7.4% over the last week, 15.1% over the last month, 11.2% year to date and 30.3% over the last year, which raises questions about whether the recent run still lines up with fundamentals. Over the past few years the share price move has been very large, with a...
NasdaqGS:APLD
NasdaqGS:APLDIT

Applied Digital Breaks Ground On Delta Forge 1 AI Factory Campus

Applied Digital (NasdaqGS:APLD) has started construction on Delta Forge 1, a large scale AI Factory campus. The project is designed to support high density AI workloads for hyperscale customers. Operations at Delta Forge 1 are scheduled to begin in mid 2027. Applied Digital is in active negotiations with an investment grade hyperscale customer for the new capacity. Applied Digital, which develops high capacity data centers for AI and digital workloads, is using Delta Forge 1 to lean further...
NYSE:WAL
NYSE:WALBanks

Western Alliance Hires Veteran CISO As Cyber Risk Takes Center Stage

Western Alliance Bancorporation (NYSE:WAL) has appointed Stephen McMaster as Chief Information Security Officer. McMaster brings over 25 years of cybersecurity and risk management experience from major financial institutions. The appointment comes at a time of elevated regulatory focus on cyber risk and operational resilience in banking. Western Alliance Bancorporation, trading at $87.0, has seen mixed share price performance, with a 3 year return of 25.8% and a 5 year return of 41.3%,...
NYSE:IBM
NYSE:IBMIT

IBM’s New Agentic AI Workflow Platforms Could Be A Game Changer For International Business Machines (IBM)

In recent days IBM announced a series of AI-driven offerings, including GRAMMY IQ built with watsonx, an Enterprise Advantage consulting service for internal AI platforms, and an agentic AI collaboration with e& aimed at improving governance, risk, and compliance workflows. These moves highlight how IBM is using its Granite large language models, hybrid-cloud-agnostic consulting, and high-profile partnerships to push beyond chatbot-style tools toward embedded, workflow-centric enterprise...
NYSE:TYL
NYSE:TYLSoftware

What Tyler Technologies (TYL)'s Chesterfield County Cloud Payments Deal Means For Shareholders

Tyler Technologies recently announced an agreement with Chesterfield County, Virginia, to provide cloud-based Tyler Payments and Payment Insights, becoming the county’s single payment processing partner and unifying online and in-person payments for nearly 400,000 residents across multiple departments. This deal deepens Tyler’s long-standing relationship in Virginia and highlights how public-sector clients are consolidating fragmented payment systems into integrated, cloud-delivered...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

A Look At VSE (VSEC) Valuation After Strong Growth And Margin Gains

Why VSE (VSEC) is Back on Investors’ Radar VSE (VSEC) has been in focus after quarterly results highlighted a 9.4% annual revenue growth rate over five years and a 4.3 percentage point operating margin improvement, alongside persistent cash flow and capital return concerns. See our latest analysis for VSE. At a share price of $206.01, VSE has given investors a 14.29% 1 month share price return and a 94.67% 1 year total shareholder return. This suggests momentum has been building alongside the...
NYSE:PCOR
NYSE:PCORSoftware

A Look At Procore Technologies (PCOR) Valuation After The Datagrid Acquisition And AI Growth Push

Procore Technologies (PCOR) recently acquired Datagrid, a move aimed at accelerating its AI roadmap by linking fragmented construction data and automating complex workflows, a key focus as AI driven software competition intensifies. See our latest analysis for Procore Technologies. Procore’s shares trade at US$65.64, and despite a 0.97% 1 day share price return, the 30 day share price return of 11.57% and year to date share price return of 6.28% indicate pressure on recent momentum. The 3...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple Tightens Hardware And AI Link With Ternus Promotion And Campos

Apple (NasdaqGS:AAPL) has expanded hardware chief John Ternus's responsibilities to include oversight of its design teams, a move seen as part of CEO succession planning. The company has introduced a new generative AI chatbot called Campos, which will power an updated Siri and work with Google’s Gemini AI model. These changes affect both Apple’s leadership structure and its AI roadmap across devices such as iPhone, iPad and Mac. Apple, trading at $248.04, sits at the center of the large cap...
NYSE:EPAM
NYSE:EPAMIT

EPAM Systems (EPAM) Valuation Check After Q4 Earnings Anticipation And New AI Partnership News

Anticipation around EPAM Systems (EPAM) upcoming Q4 2025 earnings, combined with its new Cursor partnership and fresh AI agents on Google Cloud Marketplace, has pushed the stock squarely onto many investors watchlists. See our latest analysis for EPAM Systems. The recent Cursor deal and new AI agents on Google Cloud Marketplace have arrived during a strong run, with a 90 day share price return of 36.89% and a softer 1 year total shareholder return of a 13.56% decline, suggesting short term...