NYSE:BKH
NYSE:BKHIntegrated Utilities

Assessing Black Hills (BKH) Valuation After Another Dividend Increase And 56-Year Growth Streak

Dividend increase and what it means for Black Hills investors Black Hills (BKH) has drawn fresh attention after its board approved a higher quarterly dividend of $0.703 per share, up $0.027, for shareholders of record on February 17, 2026. See our latest analysis for Black Hills. The dividend news lands after a solid run for the stock, with a 30 day share price return of 4.86% and a 90 day share price return of 11.22%, while the 1 year total shareholder return of 27.10% highlights how income...
NYSE:EQT
NYSE:EQTOil and Gas

Is EQT’s (EQT) Debt-Reduction Push Reshaping Its Natural Gas Export Ambitions?

EQT recently drew increased attention as several major analysts highlighted its integrated natural gas operations, growing pipeline projects, and liquefied natural gas export agreements as key strengths in a changing energy landscape. An interesting angle for investors is how EQT’s focus on lowering debt alongside expanding its gas infrastructure could influence perceptions of its resilience and flexibility. Against this backdrop and recent share price gains, we’ll explore how EQT’s emphasis...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Assessing Viking Therapeutics (VKTX) After Recent Pullback And Ongoing Pipeline Headlines

Wondering if Viking Therapeutics is still priced attractively after all the excitement, or if the easy gains are already behind it? This article walks you through what the current share price might be implying about future expectations. The stock currently trades at US$31.73, with a 6.5% decline over the last 7 days, a 14.7% decline over 30 days, a 10.4% decline year to date, a very large gain over 3 years and 5 years, and a 5.2% decline over the last year. Recent price moves have come...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

How New Analyst Endorsements of Grid Backlog Will Impact MYR Group (MYRG) Investors

In recent coverage, Cantor Fitzgerald and Clear Street initiated positive views on MYR Group, emphasizing long-term transmission and distribution investment opportunities and the company’s substantial project backlog. This analyst attention underscores how MYR Group’s visibility into future grid modernization work could influence how investors think about its role in energy infrastructure. With recent share performance in mind, we’ll examine how the highlighted grid modernization backlog...
NYSE:MCY
NYSE:MCYInsurance

Assessing Mercury General (MCY) Valuation After Strong One Year Gains And Recent Share Price Weakness

What Stands Out About Mercury General Right Now Mercury General (MCY) has drawn attention after a strong 1 year total return of 71.1%. This performance contrasts with a negative 1 month return of 7.6% and a 5.4% decline year to date. See our latest analysis for Mercury General. With the share price at $86.77, Mercury General’s recent 7 day and 30 day share price declines sit against strong longer term total shareholder returns. This suggests some of last year’s enthusiasm may be cooling as...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

A Look At Equinix (EQIX) Valuation After Fresh AI Data Center Deal And Upbeat Analyst Commentary

Why Equinix Stock Is Back in Focus After New AI-Oriented Data Center Deal Equinix (EQIX) is back on investors’ radar after two linked developments: fresh upbeat commentary from major banks and a new liquid cooled, high density deployment by Options Technology in its NY5 data center. See our latest analysis for Equinix. The 1-month share price return of 5.64% and year to date share price return of 5.53% suggest momentum has picked up recently. This comes even though the 1-year total...
NYSE:SYF
NYSE:SYFConsumer Finance

Proposed Rate Cap Tests Synchrony Financial Earnings Resilience And Valuation

Lawmakers have floated a proposal to cap credit card interest rates at 10%, drawing attention to potential effects on issuers such as Synchrony Financial. If implemented, the cap could significantly reshape how NYSE:SYF prices risk, earns interest income, and extends credit to consumers. Industry analysts are highlighting this as a key regulatory development that could influence both profitability and credit availability across the sector. Synchrony Financial, trading on the NYSE under...
NYSE:J
NYSE:JProfessional Services

How Investors May Respond To Jacobs Solutions (J) Expanding Low‑Carbon Energy And Water Infrastructure Contracts

In January 2026, Jacobs announced a series of contract wins, including a US$200 million progressive design-build upgrade of the San Jose-Santa Clara Regional Wastewater Facility, a five-year professional services role on the U.K.’s Sizewell C nuclear project, and new water and wastewater agreements with the City of Suffolk, Virginia. Taken together, these awards highlight Jacobs’ role in complex low-carbon energy and water infrastructure, spanning advanced wastewater treatment, nuclear...
NYSE:EL
NYSE:ELPersonal Products

Is Estée Lauder (EL) Priced Fairly After Its Recent Share Price Rebound?

If you are wondering whether Estée Lauder Companies at around US$116 a share still offers value or looks fully priced, you are not alone. The stock has a mixed return profile, with gains of 1.2% over the past week, 8.1% over the last month, 9.0% year to date and 41.7% over the past year, set against 3 year and 5 year returns of 54.7% and 48.3% declines. Recent market attention has focused on Estée Lauder as investors reassess global beauty demand, the health of key travel retail channels and...
NYSE:MC
NYSE:MCCapital Markets

Is Multi‑Year EPS Growth Altering The Investment Case For Moelis (MC)?

In recent years, Moelis & Company, an independent investment bank, has reported strong multi-year revenue expansion and a very large increase in earnings per share, underlining improved profitability. This performance suggests Moelis may be capturing additional market share in advisory mandates, reinforcing its position in the global investment banking landscape. Next, we’ll examine how Moelis’s strong multi-year earnings growth shapes its investment narrative for investors assessing the...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Does Mondelez’s Experiential Snacking Push in Canada Reshape Its Brand Power Story for MDLZ?

Mondelez International has recently expanded its snack portfolio in Canada, rolling out OREO Cakesters Double Chocolate with an immersive “Soft Factory” experience and launching RITZ Drizzled Minis in fudge and caramel flavours supported by a music-themed campaign with Johnny and Lauren Orlando. These launches highlight how Mondelez is leaning into indulgent, sweet-and-salty snacking trends while using experiential marketing and pop-culture partnerships to deepen brand engagement. We’ll now...
NasdaqGS:EA
NasdaqGS:EAEntertainment

A Look At Electronic Arts (EA) Valuation After A 74.18% One Year Total Return

Electronic Arts stock in focus Electronic Arts (EA) has been drawing attention after a strong 1 year total return of 74.18%. This has prompted investors to reassess how its current US$204.40 share price lines up with recent fundamentals. See our latest analysis for Electronic Arts. Recent moves have been fairly steady, with a modest 90 day share price return of 2.05%, while the 1 year total shareholder return of 74.18% points to momentum that has built over a longer stretch. If strong gains...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Is It Time To Reassess East West Bancorp (EWBC) After Recent Share Price Weakness

If you are wondering whether East West Bancorp is offering fair value at its current price, this article walks through the key numbers that matter for you as a shareholder or potential investor. The stock recently closed at US$113.52, with a 1.5% decline over 7 days and a 2.1% decline over 30 days, while returns over 1 year, 3 years and 5 years sit at 12.0%, 64.3% and 108.2% respectively. Recent coverage has focused on East West Bancorp's position in the US banking sector and how investors...
NYSE:IBM
NYSE:IBMIT

IBM Expands Real World AI Footprint As Valuation Sits Near Fair Value

IBM (NYSE:IBM) is expanding its commercial AI footprint with a new wave of agentic and generative AI offerings across multiple industries. The company launched the GRAMMY IQ fan engagement tool using watsonx in partnership with the Recording Academy. IBM formed a major alliance with e& to bring its AI capabilities into telecom and digital services. The company introduced its Enterprise Advantage consulting service to help businesses deploy AI across compliance and broader enterprise...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Enphase Energy Restructuring Weighed Against Valuation And Mixed Share Performance

Enphase Energy (NasdaqGM:ENPH) is cutting about 6% of its workforce as part of a major restructuring. The company is shifting certain functions to lower cost regions to reduce expenses. The move comes as residential solar demand softens following the expiration of federal tax credits. For investors watching Enphase Energy at a share price of $39.42, this restructuring follows a mixed run in the stock. The shares are up 12.7% over the past week, 19.5% over the past month, and 16.8% year to...
NYSE:HSY
NYSE:HSYFood

Hershey Margins In Focus As Cocoa Costs Fall While Prices Stay High

Cocoa prices, a key input for Hershey, have declined sharply after reaching historic highs. NYSE:HSY previously raised retail prices in response to cocoa inflation, and shelf prices remain elevated. The gap between lower input costs and current retail pricing could support wider profit margins for a period. Hershey, the chocolate and confectionery maker behind brands like Reese's and Kit Kat in the US, relies heavily on cocoa as a core raw material. After a stretch of historically high...
NasdaqGM:CZWI
NasdaqGM:CZWIBanks

Citizens Community Bancorp (CZWI) Net Margin Strengthens And Supports Bullish Earnings Narratives

Citizens Community Bancorp (CZWI) just capped FY 2025 with fourth quarter revenue of US$15.6 million and EPS of US$0.44, while trailing 12 month revenue stood at US$60.4 million and EPS at US$1.46. Over recent periods, quarterly revenue has ranged from US$14.4 million to US$15.6 million and quarterly EPS from roughly US$0.32 to US$0.44, giving investors a clear view of how the earnings run rate has evolved into the current trailing 12 month profile. With net profit margins holding in the mid...
NasdaqGS:SBGI
NasdaqGS:SBGIMedia

Is Sinclair (SBGI) Price Reflecting Its Long Term Performance In US Media?

If you are wondering whether Sinclair at around US$15.24 is a bargain or a value trap, you are in the right place for a clear look at what the current price actually reflects. Over the past year the stock has returned 9.9%, while its 3 year and 5 year returns of 7.4% and 38.0% declines show a much tougher longer term picture that may have shifted how investors view its risk and potential. Recent coverage has focused on Sinclair's position in the US media space, including ongoing attention on...
NYSE:GRMN
NYSE:GRMNConsumer Durables

How Garmin’s Niche Golf and Marine Wearables Push Will Impact Garmin (GRMN) Investors

In January 2026, Garmin rolled out three new devices, a golf launch monitor/handheld (Approach G82), a youth-focused golf GPS watch (Approach J1), and the quatix 8 Pro nautical smartwatch with inReach satellite and cellular connectivity, expanding its sports and marine wearables lineup. By pairing advanced radar and putting analytics for golfers with offshore-ready satellite communication for mariners, Garmin is deepening its reach into highly specialized, enthusiast user segments. Next,...
NYSE:WRB
NYSE:WRBInsurance

Assessing W. R. Berkley (WRB) Valuation After Mixed 2025 Earnings Results

W. R. Berkley (WRB) just released its fourth quarter and full year 2025 results, giving investors fresh detail on how revenue and earnings shook out and why the latest quarter looks different from the full year. See our latest analysis for W. R. Berkley. The latest earnings release landed after a softer run in the share price, with W. R. Berkley’s 30 day share price return of 5.23% and 90 day share price return of 7.89%. This contrasts with a 1 year total shareholder return of 15.99% and 5...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Hycroft Weighs High Grade Silver Find Against New Funding Flexibility

Hycroft Mining Holding (NasdaqCM:HYMC) reported the highest grades of silver identified to date at its Nevada operation, with drilling indicating resource continuity in all directions and at depth. The company advanced a significant SEC shelf registration, which may allow it to raise capital more flexibly in the future. These updates arrive as silver and gold prices trade around historic highs, drawing fresh attention to Hycroft’s asset base and funding options. Hycroft Mining focuses on...
NYSE:AMT
NYSE:AMTSpecialized REITs

How DISH Exposure, Mixed Analyst Views Will Impact American Tower (AMT) Investors

In recent weeks, several Wall Street firms updated their views on American Tower, with some maintaining positive ratings while others turned more cautious due to customer-related risks. A key concern centers on American Tower’s exposure to DISH Network, as at least one firm has stripped DISH-related revenue from its models amid uncertainty around payments. Next, we’ll examine how the DISH Network uncertainty and mixed analyst sentiment shape American Tower’s investment narrative for...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Is Riot Platforms (RIOT) Quietly Redefining Its Identity From Bitcoin Miner To AI Infrastructure Builder?

Riot Platforms recently held a special call to outline a series of transformative transactions that advance its rapidly scaling data center operations, including an AI-focused lease agreement with AMD and new Texas infrastructure initiatives alongside its Bitcoin mining business. This move marks a meaningful repositioning of Riot from a pure-play Bitcoin miner toward a broader role as an infrastructure provider for artificial intelligence and high-performance computing workloads. Next, we...
NYSE:ET
NYSE:ETOil and Gas

Energy Transfer Links New Data Center Demand To 2026 Growth Projects

Energy Transfer (NYSE:ET) has secured new long-term contracts to supply natural gas to major data centers and power facilities. The agreements include material new pipeline capacity commitments tied to large hyperscalers and utilities. The company is planning a sizable slate of capital investment projects scheduled for 2026 to support these contracts. Energy Transfer is a large midstream operator focused on transporting and storing natural gas, natural gas liquids, and related products. By...