NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

Will MarketAxess’ Expanded Buyback and Growth Targets Reshape MarketAxess Holdings' (MKTX) Narrative?

In early December 2025, MarketAxess Holdings Inc. announced that its Board of Directors had authorized a new share repurchase program of up to US$400 million, expanding total buyback capacity to US$505 million alongside fresh medium-term revenue growth targets for 2026–2028. Together with modest insider selling activity, the enlarged repurchase authorization and new growth outlook are being read as a clear signal of management’s confidence in MarketAxess’s long-term business model and...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS): Reassessing Valuation After Citigroup’s Rating Update and iDose TR Commercial Launch

Glaukos (GKOS) is back in focus after Citigroup maintained its Buy rating and boosted expectations, just as the company kicks off commercialization of its iDose TR glaucoma implant, a product many investors see as a key growth engine. See our latest analysis for Glaukos. The stock has bounced hard recently, with a 30 day share price return of 24.10 percent and 90 day share price return of 35.68 percent. However, the year to date share price return remains negative, while the 3 year total...
NYSE:SPH
NYSE:SPHGas Utilities

Assessing Suburban Propane Partners After Strong Multi Year Gains and DCF Upside in 2025

If you are wondering whether Suburban Propane Partners still offers good value after its long run, or if the easy money has already been made, this breakdown will help you assess whether the current price makes sense for a long term investor. The unit price has eased slightly in the short term, down around 0.6% over the last week and 2.5% over the last month. It is still up 7.2% year to date, 14.0% over the last year, and 54.5% and 85.7% over the past 3 and 5 years respectively. That kind of...
NYSE:EXPD
NYSE:EXPDLogistics

Is It Too Late to Consider Expeditors After Its Strong 2025 Share Price Surge?

If you are wondering whether Expeditors International of Washington is still worth buying after a strong run, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. The stock has climbed 2.4% over the last week, 9.5% over the past month, and is up 37.8% year to date. It has gained 30.3% over the last year, 45.5% over three years, and 70.1% over five years, so the market clearly likes the story so far. Recent investor attention has...
NYSE:MGM
NYSE:MGMHospitality

Assessing MGM Resorts (MGM) Valuation After Fresh Insider Buying Boosts Confidence in Digital Growth Potential

Fresh insider buying at MGM Resorts International (MGM), led by major holder IAC snapping up roughly 1.1 million shares, has put the spotlight back on the casino giant's digital and sports betting ambitions. See our latest analysis for MGM Resorts International. The fresh insider buying comes on the back of a solid run, with MGM’s share price delivering a low double digit year to date return and a mid single digit total shareholder return over the past year. This suggests momentum is quietly...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global-E Online (GLBE): Revisiting Valuation After Brokerage Reaffirms Bullish Cross-Border Growth Outlook

A major brokerage just reiterated its upbeat view on Global-E Online (GLBE), highlighting the company’s leading role in cross border e commerce, its solid balance sheet, and its long runway for growth. See our latest analysis for Global-E Online. Even with this upbeat call, Global-E Online’s share price has been volatile. A 1 month share price return of 8.45% and a 3 year total shareholder return of 90.41% point to long term momentum despite a weak year to date patch. If you like the growth...
NYSE:NFG
NYSE:NFGGas Utilities

Has National Fuel Gas Run Too Far After Strong Multi Year Share Price Gains?

If you are wondering whether National Fuel Gas is still worth considering after its strong run, or if the easy money has already been made, you are not alone. The stock has climbed to around $82.40, up 1.1% over the last week, 1.7% over the last month, and 34.3% year to date, with a 39.1% gain over the past year and 133.9% over five years. That kind of steady outperformance has been supported by a favorable backdrop for US natural gas infrastructure and storage, as investors look for...
NYSE:MCK
NYSE:MCKHealthcare

Assessing McKesson’s Valuation After a 45% Yearly Surge and Strong DCF Upside Potential

Wondering if McKesson is still a buy after such a powerful run, or if the easy money has already been made? This article will walk through the numbers with you, step by step. The stock just closed around $823.01, up 3.1% over the last week but down 2.3% over the past month, while still showing gains of 45.4% year to date and 45.0% over the last year, and 122.4% and 394.6% over the past 3 and 5 years. Investors have been digesting a steady stream of news around McKesson's role in...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Astrana Health (ASTH): Valuation Check After Needham’s New Buy Rating on Its Value‑Based Care Strategy

Astrana Health (ASTH) just got a fresh spotlight from Needham, which kicked off coverage by leaning into the company’s push toward value based care and full risk deals as a central long term growth story. See our latest analysis for Astrana Health. The mixed reaction to Needham’s upbeat initiation, combined with a recent earnings stumble and visible insider activity, helps explain why Astrana’s 30 day share price return is positive while its year to date share price return and one year total...
NYSE:CXT
NYSE:CXTElectronic

Crane NXT (CXT): Valuation Check After Recent Share Price Pullback

Crane NXT (CXT) has quietly slipped over the past month, but the underlying business is still growing, with revenue and earnings both moving in the right direction despite recent share price weakness. See our latest analysis for Crane NXT. That recent 1 month share price return of negative 15.16 percent, and a 1 year total shareholder return of negative 16.55 percent, suggests sentiment has become more cautious even as the business reports steady top and bottom line growth. If this kind of...
NYSE:SCHW
NYSE:SCHWCapital Markets

Did Schwab’s Platform Upgrades and New Futures Lineup Just Shift Charles Schwab's (SCHW) Investment Narrative?

In mid-December 2025, Charles Schwab rolled out extensive enhancements across Schwab.com, Schwab Mobile and thinkorswim®, while also adding 17 new futures products and continuing to expand its nearly 400-branch network to support a surge in retail trading activity. These upgrades, including extended-hours valuation views, deeper fundamental data and more granular portfolio management tools, suggest Schwab is trying to tighten the link between higher client engagement and the firm’s already...
NYSE:TAP
NYSE:TAPBeverage

Is Molson Coors A Bargain After Recent Share Price Rebound And DCF Outlook?

Many investors are asking whether Molson Coors Beverage at around $47.67 is a value opportunity or a value trap, and this breakdown is designed to provide a clearer perspective. The stock has bounced 5.4% over the last week and 2.6% over the past month, even though it is still down about 16.7% year to date and 16.6% over the last year. This pattern suggests sentiment may be shifting from overly pessimistic toward more cautious optimism. Recently, investors have been reacting to a mix of...
NYSE:ARE
NYSE:AREHealth Care REITs

Why Alexandria Real Estate Equities (ARE) Is Up 5.4% After Dividend Cut, Buyback, and Executive Exit – And What's Next

Alexandria Real Estate Equities recently cut its quarterly dividend by 45%, announced a new US$500 million share repurchase authorization after completing a prior US$258.25 million buyback, and disclosed the upcoming resignation of long‑time executive Daniel J. Ryan for personal and health reasons. These actions come as the company confronts multiple securities class action lawsuits tied to its Long Island City property, following weaker third‑quarter results, an impairment charge, and...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Is Starbucks Stock Still Attractive After Union Push and China Expansion Plans in 2025?

If you are wondering whether Starbucks at around $85 is a bargain or a value trap, you are not alone. This breakdown unpacks that question in detail. The stock has bounced about 3.8% over the last week and 0.7% over the last month, but it is still down roughly 7.3% year to date and 4.8% over the last year. This suggests the market is still undecided on its long term direction. Recent headlines have focused on Starbucks navigating shifting consumer spending, ongoing unionization efforts in...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

Assessing ImmunityBio (IBRX) Valuation After EMA Backs Anktiva for BCG‑Unresponsive Bladder Cancer

ImmunityBio (IBRX) just cleared a big regulatory hurdle in Europe, with the EMA recommending conditional marketing authorization for its bladder cancer therapy Anktiva plus BCG in BCG unresponsive non muscle invasive disease. See our latest analysis for ImmunityBio. The EMA recommendation has come after a volatile stretch for ImmunityBio, with a 1 month share price return of 6.73 percent but a 1 year total shareholder return of negative 21.55 percent. This suggests optimism is rebuilding from...
NYSE:UNP
NYSE:UNPTransportation

Is Union Pacific Fairly Priced After Recent Freight Volume Gains and Regulatory Headlines in 2025?

Wondering if Union Pacific at around $240 a share is still a buy or if the value has already been priced in? This breakdown will walk you through what the market may be missing. After a steady climb with the stock up 3.8% over the last week, 7.8% over the past month, and 7.1% over the last year, investors are starting to question whether this momentum signals durable growth or creeping overvaluation. Recently, the stock has been moving on improving freight volume trends across the U.S. rail...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Is Trip.com Still Attractive After a 10% Rise Amid Global Travel Recovery?

Wondering if Trip.com Group is still a smart way to play the travel recovery, or if most of the upside is already priced in? Let us unpack what the current share price is really implying about future growth. The stock has climbed 10.2% year to date to around $71.39, but it is still down 3.9% over the last year and roughly flat over the last month, suggesting investors are undecided about the next leg of the story. Sentiment has been shaped by ongoing recovery in global travel demand and...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Qualys (QLYS): Has the Recent Pullback Created a Quiet Valuation Opportunity?

Qualys (QLYS) has drifted slightly lower over the past week, even though the stock is still up over the past 3 months and year to date. That mix makes the current setup interesting. See our latest analysis for Qualys. That recent dip comes after a solid run, with a 90 day share price return of 9.6 percent and a three year total shareholder return of 27.4 percent, suggesting that momentum is still broadly positive despite short term volatility. If Qualys has you rethinking your exposure to...
NYSE:STC
NYSE:STCInsurance

Stewart Information Services (STC): Valuation Check After Discounted Equity Raise and Acquisition Push

Stewart Information Services (STC) just wrapped up a sizable equity raise, selling 1.9 million shares at a discount to bring in roughly $129 million, and potentially more if underwriters exercise their option. See our latest analysis for Stewart Information Services. The discounted raise comes after a busy stretch that includes a major acquisition of Mortgage Contracting Services and a conference appearance. The share price return has still climbed meaningfully this year, while multiyear...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck (MRK): Valuation Check After EU Backs Broader Winrevair Use in Pulmonary Hypertension

Merck (MRK) just picked up a meaningful catalyst in Europe, with regulators recommending a broader approval for its pulmonary arterial hypertension drug Winrevair, a move that could gradually shift expectations for the stock. See our latest analysis for Merck. The Winrevair update lands after a solid run in the stock, with a roughly 24 percent 3 month share price return and a 5 year total shareholder return of about 55 percent. This suggests momentum is still building rather than fading at...
NYSE:ET
NYSE:ETOil and Gas

Should Energy Transfer’s US$10 Billion Expansion And Payout Plan Require Action From ET Investors?

In early December 2025, Energy Transfer highlighted progress on nearly US$10.00 billion of growth projects, including new Permian pipelines and its Lake Charles LNG export development, supported by about US$6.20 billion in year-to-date cash generation and plans for 3% to 5% annual distribution increases. This combination of large-scale expansion and a targeted distribution growth framework points to a company leaning on financial flexibility to balance reinvestment with higher income...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE) Is Down 19.9% After AI Data Center Delays Cloud Hyperscaler Spending Outlook

In recent days, Bloom Energy has faced renewed pressure as concerns about delayed AI data center investments at partners like Oracle and broader doubts over the pace of AI infrastructure spending have weighed on sentiment, despite the company delivering multiple quarters of record revenue and margin improvement. These developments highlight how Bloom’s fortunes are increasingly tied to the timing and reliability of hyperscaler capital spending decisions, even as it secures large agreements...
NYSE:ATKR
NYSE:ATKRElectrical

Atkore (ATKR): Reassessing Valuation as Strong U.S. Footprint and Digital Edge Reinforce Normalized Earnings Power

Atkore (ATKR) is back on investors radar after fresh commentary highlighted how its dense U.S. manufacturing network and embedded digital design tools are supporting margins even as PVC spreads drift toward more normal levels. See our latest analysis for Atkore. Those fundamentals are coming into focus against a choppy backdrop, with the share price at $64.58 and a year to date share price return of minus 20.69 percent. The one year total shareholder return of minus 22.13 percent highlights...
NYSE:WRB
NYSE:WRBInsurance

W. R. Berkley (WRB): Valuation Check After New Regular and Special Cash Dividends

W. R. Berkley (WRB) just paired its regular quarterly payout with a meaningful special dividend, sending a clear signal about balance sheet strength and management confidence in cash generation for long term shareholders. See our latest analysis for W. R. Berkley. Those regular and special dividends land against a backdrop where the latest share price of $69.1 sits below recent highs. Yet W. R. Berkley still posts a solid year to date share price return and an impressive multi year total...