NYSE:CRGY
NYSE:CRGYOil and Gas

How Eagle Ford and Permian Deals Reshaping Margins Will Impact Crescent Energy (CRGY) Investors

In recent weeks, Wall Street analysts including BMO Capital Markets and Evercore ISI have turned positive on Crescent Energy ahead of its now-past fiscal Q4 2025 results announcement on February 25, highlighting the company’s acquisitions in the Eagle Ford and its move into the Permian basin. Analysts argue these deals have reshaped Crescent Energy’s business profile by improving margins and cost structures, even as 2026 is expected to be a transition year with declining legacy production...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ Financial Services Shakeup Raises Questions On Valuation And Execution

CBIZ (NYSE:CBZ) announced that Chris Spurio is stepping down from his role as President of Financial Services. Spurio will transition into a consulting role with the company instead of remaining in an executive position. The move marks a leadership change in CBIZ's financial services segment, a core area of its business. CBIZ operates as a professional services provider, with offerings that include accounting, insurance, benefits, and advisory services. A change at the top of its financial...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

A Look At ImmunityBio (IBRX) Valuation After FDA Anktiva Pathway And Saudi Approvals

ImmunityBio (IBRX) is back in focus after the FDA outlined a path to resubmit its Anktiva supplemental biologics filing for papillary bladder cancer without new trials, alongside fresh approvals in Saudi Arabia. See our latest analysis for ImmunityBio. The recent FDA feedback and Saudi approvals came on top of a powerful run, with a 30-day share price return of 248.81% and a year to date share price return of 262.62%. The 1-year total shareholder return of 134.78% and 3-year total shareholder...
NYSE:LTH
NYSE:LTHHospitality

Is Life Time (LTH) Turning Its Gyms Into a Unified Wellness Ecosystem With New EVEREVE Tie-Up?

Life Time Group Holdings has issued updated earnings guidance for the fourth quarter of 2025, the full years 2025 and 2026, alongside new brand-building moves including a Life Time x EVEREVE capsule collection and an expanded 2026 calendar of owned athletic events. Together, the forward guidance and lifestyle collaborations underline Life Time’s push to position its clubs, apparel, and endurance events as a connected wellness ecosystem rather than stand-alone offerings. We’ll now examine how...
NYSE:LOW
NYSE:LOWSpecialty Retail

Lowe's Expands Pro Focus As Valuation And Momentum Draw Attention

Lowe's Companies (NYSE:LOW) is expanding its focus on professional customers through acquisitions and new product partnerships. The company has acquired Artisan Design Group and Foundation Building Materials to deepen its reach in pro-focused services and supplies. Lowe's is also broadening its assortment for trade professionals by hosting SKYX Platforms ceiling products in its stores and online. Lowe's Companies, trading around $274.95, has logged a 13.5% return over the past 30 days and...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Madrigal Pharmaceuticals (MDGL) Valuation After New Pfizer License For Ervogastat In MASH Therapy Combinations

Madrigal’s new Pfizer license puts MASH combinations in focus Madrigal Pharmaceuticals (MDGL) has moved into the spotlight after signing an exclusive global license agreement with Pfizer for ervogastat, a clinical stage DGAT 2 inhibitor aimed at MASH combination therapies. The deal ties Madrigal’s existing MASH franchise to a potential companion drug that targets triglyceride assembly and liver fat. This pairing is one investors may watch closely as the company outlines its plans at the...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines 787 Order Highlights Long Haul Growth And Valuation Upside

Delta Air Lines, NYSE:DAL, has agreed to purchase up to 60 Boeing 787-10 aircraft as part of a large widebody fleet refresh. The commitment focuses on future international flying and aims at improved fuel efficiency and operating economics. The order adds a new Boeing widebody type to Delta's long haul fleet, with deliveries expected to support long term network growth. For investors watching NYSE:DAL at a share price of $68.95, this fleet decision provides more detail on how Delta is...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Federal National Mortgage Association (FNMA) Is Down 7.9% After Trump Orders $200 Billion MBS Purchases - What's Changed

In recent days, President Trump directed Fannie Mae and Freddie Mac to purchase US$200 billion in mortgage-backed securities and advanced executive orders aimed at lowering mortgage rates and curbing large institutional purchases of single-family homes to address housing affordability. These policy moves could reshape how Fannie Mae operates at the center of the US housing finance system, influencing mortgage availability, borrower behavior, and the balance between individual homebuyers and...
NYSE:NET
NYSE:NETIT

Cloudflare AI Push Faces Valuation Concerns And Recent Share Weakness

Cloudflare (NYSE:NET) has acquired the Astro web framework team to expand tools for content creators and developers. The company has also acquired Human Native, an AI data marketplace, to strengthen its AI-focused offerings. Cloudflare has expanded its partnership with JD Cloud with a goal of reducing AI latency by up to 80% for customers. Cloudflare runs a global cloud platform that helps developers and businesses deliver content and applications closer to users. With AI workloads growing,...
NYSE:XOM
NYSE:XOMOil and Gas

Is Exxon Mobil (XOM) Still Attractive After Its Recent Share Price Strength?

If you are wondering whether Exxon Mobil's share price reflects its true worth, this article walks through the key numbers that matter without the noise. With the stock at US$133.64 and returns of 3.5% over 7 days, 11.9% over 30 days, 9.0% year to date, 25.8% over 1 year and a very large 5 year return, many investors are asking what is already priced in. Recent coverage around Exxon's long term capital plans, energy transition positioning and large scale project pipeline has helped keep...
NYSE:SCCO
NYSE:SCCOMetals and Mining

Southern Copper (SCCO) Valuation Check After Record Q3 2025 Results And Tia Maria Authorization

Southern Copper (SCCO) is back on investor radar after record Q3 2025 results and fresh authorization to start exploitation activities at its Tia Maria project, alongside ongoing dividends and project spending. See our latest analysis for Southern Copper. The latest Q3 2025 records and progress at Tia Maria come after a strong run in the shares, with the current price at $176.41 and a 30 day share price return of 19.18%, building on a 93.81% 1 year total shareholder return and a 177.22% 3...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen Faces 340B Lawsuit Spotlighting Drug Pricing And Investor Risks

Sagebrush Health Services has filed a lawsuit against Amgen (NasdaqGS:AMGN), accusing the company of improperly ending discounted drug sales under the federal 340B Drug Pricing Program. The complaint also alleges Amgen sought to claw back millions of dollars in prior discounts, affecting access to lower cost medications for underserved patients. The case raises questions about Amgen's 340B practices, its relationships with nonprofit clinics, and potential regulatory and reputational...
NasdaqGS:ICFI
NasdaqGS:ICFIProfessional Services

ICF International (ICFI) Valuation After Securing Nearly US$300 Million In New EU Contracts

ICF International (ICFI) has attracted fresh attention after securing two multi year contracts with European institutions to lead public communication campaigns across all 27 EU Member States, with a combined ceiling near US$300 million. See our latest analysis for ICF International. The recent EU contract wins come as ICF International’s share price trades at US$95.96, with a 30 day share price return of 12.16% and a year to date gain of 12.48%. However, the 1 year total shareholder return...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Assessing Victoria's Secret (VSCO) Valuation After A Strong Three‑Month Share Price Run

What recent returns say about Victoria's Secret (VSCO) Victoria's Secret (VSCO) has drawn fresh attention after a mixed short term performance, with a 4.2% decline over the past day, a 2.8% gain over the week, and a 14% rise over the past month. See our latest analysis for Victoria's Secret. That recent 14% 1 month share price return sits within a stronger upswing, with an 87.8% 90 day share price return and a 62.5% 1 year total shareholder return suggesting momentum has been building rather...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

A Look At Gold Royalty (GROY) Valuation After Strong Preliminary Revenue And Share Price Momentum

Gold Royalty (GROY) drew fresh attention after reporting preliminary revenue of US$4,501,000 for the quarter and US$15,610,000 for 2025, compared with US$3,355,000 and US$10,103,000, respectively, a year earlier. See our latest analysis for Gold Royalty. Those preliminary revenue figures land at a time when Gold Royalty’s share price has shown strong momentum, with a 30 day share price return of 17.38% and a 1 year total shareholder return of over 3x, suggesting sentiment has shifted...
NYSE:FRT
NYSE:FRTRetail REITs

A Look At Federal Realty (FRT) Valuation After Portfolio Recycling Draws Analyst Support For 2026

Analysts are paying closer attention to Federal Realty Investment Trust (FRT) after a series of asset sales and acquisitions that reshape its retail focused portfolio and have drawn supportive views from firms such as Jefferies and Scotiabank. See our latest analysis for Federal Realty Investment Trust. At a share price of US$101.66, Federal Realty’s recent 1-day and 7-day share price returns of a 0.78% and 0.14% decline contrast with modestly positive 30-day and year to date gains. Its...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

Assessing BGC Group (BGC) Valuation After Recent Share Price Performance Shifts

BGC Group stock after recent performance shifts BGC Group (BGC) has recently drawn attention after mixed share performance, including a modest move over the past month and a small decline across the past 3 months, prompting investors to reassess the brokerage and financial technology firm. See our latest analysis for BGC Group. At a share price of $9.17, BGC Group’s recent 7-day share price return of 2.46% and year-to-date share price return of 2.57% contrast with a 1-year total shareholder...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

A Look At Tilray Brands (TLRY) Valuation After Recent Share Price Volatility

Tilray Brands: recent performance snapshot Tilray Brands (TLRY) has drawn investor attention after a 5.3% gain over the past day, which contrasts with weaker returns over the week, month, and past 3 months and has prompted closer scrutiny of its recent share performance. See our latest analysis for Tilray Brands. That 5.3% 1 day share price gain comes after weaker momentum, including a 13.3% 30 day share price return and a 38.7% 90 day share price return. At the same time, the 1 year total...
NYSE:BDX
NYSE:BDXMedical Equipment

BD Expands Biologics Delivery And Breast Health Footprint With New Devices

BD (NYSE:BDX) is expanding its partnership with Ypsomed to develop a 5.5 mL Neopak XtraFlow prefillable syringe aimed at large volume, high viscosity biologic drugs. The new syringe is designed to support more efficient self-administration and streamlined pharmaceutical development for biologic treatments. Separately, BD received FDA clearance for its EnCor EnCompass Breast Biopsy and Tissue Removal System, a multi modality device for breast health procedures. BD, trading at $206.04, is...
NYSE:PSTG
NYSE:PSTGTech

Should Easing U.S.–Europe Tariff Tensions and Hardware Rebound Require Action From Pure Storage (PSTG) Investors?

Earlier this week, technology hardware stocks including Pure Storage benefited after the U.S. administration called off planned tariffs on European allies, easing trade tensions and inflation worries that had weighed on growth-focused names. The shift away from tariff uncertainty has renewed investor interest in Pure Storage’s all-flash data platform, which supports long-term customer commitments and flexible capital allocation options. We’ll now explore how easing U.S.–Europe tariff...
NYSE:TPL
NYSE:TPLOil and Gas

Is It Time To Reassess Texas Pacific Land (TPL) After Its Recent Share Price Rebound

Wondering whether Texas Pacific Land is priced fairly at around US$345.78, or if the current share price is out of step with its fundamentals? This article will focus squarely on what you are getting for the price you pay. The stock has returned 4.5% over the last 7 days and 16.3% over the last 30 days. Year to date it is up 16.0%, but it shows a 25.7% decline over the last year and a 53.9% return over 3 years, with a very large 5 year return of about 3x. Recent coverage of Texas Pacific...
NYSE:SYY
NYSE:SYYConsumer Retailing

Sysco Weighs Weak Volumes Against Improving Returns And Cash Flow

Sysco (NYSE:SYY) is contending with weak sales volume growth, reflecting softer demand for its foodservice distribution offerings. At the same time, the company reports better returns on invested capital, supported by recent investments in its operations. Sysco is also expected to see improvements in free cash flow margin, pointing to tighter cost control and more disciplined capital use. For investors watching Sysco at a share price of $76.84, the story right now is a mix of demand...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

A Look At TriCo Bancshares (TCBK) Valuation After Earnings Beat And New Share Buyback Program

Why TriCo Bancshares Is On Investors’ Radar Today TriCo Bancshares (TCBK) is drawing attention after reporting fourth quarter and full year 2025 earnings that topped analyst forecasts, along with a new share repurchase authorization covering up to 2,000,000 common shares. See our latest analysis for TriCo Bancshares. The latest 1 day share price return of 4.24% brings TriCo Bancshares to US$50.61, building on a 90 day share price return of 17.56% and a 1 year total shareholder return of...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

Is ARK’s Buying Spree Reshaping Intellia Therapeutics’ (NTLA) Risk‑Reward Story Amid Clinical Uncertainty?

In recent days, Intellia Therapeutics has drawn fresh attention as ARK Invest extended a three-day buying streak in the stock, even as its ATTR program remains on clinical hold and analysts offered mixed ratings ranging from Sell to Hold and Buy. This combination of renewed institutional interest alongside unresolved safety concerns and limited commercial visibility for key programs highlights a complex risk‑reward profile for investors to assess. With this backdrop of ARK’s continued buying...