NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Paychex (PAYX): Reassessing Valuation After Q2 Growth, Paycor Synergies and Upgraded 2026 EPS Outlook

Paychex (PAYX) just checked several important boxes at once, with Q2 revenue jumping in the high teens, the Paycor acquisition pulling its weight, and management lifting its adjusted EPS growth outlook for fiscal 2026. See our latest analysis for Paychex. Even with today’s jump to a share price of $114.88 and a 1 month share price return of 3.07%, Paychex is still working off a softer patch. The year to date share price return of minus 17.05% and a 1 year total shareholder return of minus...
NYSE:SCHW
NYSE:SCHWCapital Markets

Is Charles Schwab (SCHW) Turning Its Trading Tech Upgrades Into a Stickier Retail Ecosystem?

Earlier this month, Charles Schwab announced a wave of enhancements across Schwab.com, Schwab Mobile, and thinkorswim, adding richer research tools, more flexible options trading workflows, portfolio tax-lot controls, and new futures contracts including 1 OZ Gold and Solana products to better serve its increasingly active retail traders. The upgrades, paired with Schwab’s expanding branch support network and focus on a comprehensive trading ecosystem, underline how the firm is using...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Mobileye (MBLY): Assessing Valuation After New Oslo Autonomous Shuttle Partnership with MOIA, Ruter and Holo

Mobileye Global (MBLY) is back on traders radar after Ruter and Holo said they will team up with Volkswagens MOIA to deploy ID. Buzz AD shuttles using Mobileye Drive in Oslo from 2026. See our latest analysis for Mobileye Global. Despite this high profile Oslo deployment adding to wins with MOIA, Uber and German transit operators, Mobileye Global's share price return has been weak this year, signalling that investors are still cautious even as long term autonomous driving potential builds. If...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 (PSX) Is Down 8.8% After ESOP Share Offering And Western Gateway Update - What's Changed

In December 2025, Phillips 66 filed a US$1.72 billion shelf registration to offer 13,000,000 common shares for an ESOP-related transaction, while also announcing with Kinder Morgan that the Western Gateway Pipeline’s initial open season had closed following strong shipper interest. The planned second open season in January 2026 for remaining Western Gateway capacity, including new destinations west of Colton, California, underscores Phillips 66’s push to strengthen its refined products...
NYSE:A
NYSE:ALife Sciences

Will Agilent’s (A) Native-Read Sequencing Push with Wasatch BioLabs Redefine Its Genomics Narrative?

In December 2025, Wasatch BioLabs announced a co-marketing agreement with Agilent Technologies to pair Agilent’s SureSelect and Avida enrichment chemistries with WBL’s Oxford Nanopore-based Direct Targeted Methylation Sequencing platform, enabling precise, custom native-read targeting of genomic and cell-free DNA for research and clinical applications. The collaboration aims to broaden access to scalable, cost-efficient native-read multi-omic assays, especially for liquid biopsy, oncology,...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

How MarketAxess’ US$400 Million Buyback Plan Will Impact MarketAxess Holdings (MKTX) Investors

In December 2025, MarketAxess Holdings Inc. announced a new share repurchase program authorizing the buyback of up to US$400 million of its stock, signaling a major capital allocation move by the electronic bond-trading platform. This buyback plan highlights management’s confidence in the company’s long-term cash generation and may amplify the impact of any future earnings growth on each remaining share. Next, we’ll assess how MarketAxess’s US$400 million buyback authorization could reshape...
NYSE:IEX
NYSE:IEXMachinery

Did Slowing Organic Growth And Softer EPS At IDEX (IEX) Just Shift Its Investment Narrative?

In recent years, IDEX’s organic revenue growth has trailed sector benchmarks, while earnings per share have fallen even as overall revenue increased. This combination of weaker organic momentum, less profitable incremental sales, and diminishing returns on capital raises questions about the durability of IDEX’s profit engine. We’ll now explore how weakening organic growth and declining earnings efficiency may affect IDEX’s previously growth-focused investment narrative. The end of cancer?...
NYSE:NKE
NYSE:NKELuxury

Nike (NKE): Rethinking Valuation After Q2 Beat, Weak China Outlook and Softer Guidance Hit Shares

Nike (NKE) just delivered a second quarter that topped revenue and earnings forecasts, yet the stock slid as investors fixated on softer guidance, margin pressure from tariffs, and persistent weakness in Greater China. See our latest analysis for NIKE. The reaction fits a broader pattern, with a 7 day share price return of minus 15.58 percent and a 90 day share price return of minus 19.33 percent reflecting fading momentum, while the 5 year total shareholder return of minus 56.86 percent...
NYSEAM:CET
NYSEAM:CETCapital Markets

Undervalued Small Caps With Insider Buying To Consider In December 2025

As the U.S. stock market continues its upward momentum, with major indexes like the S&P 500 and Dow Jones Industrial Average nearing record highs, investors are keenly observing small-cap stocks for potential opportunities. In this environment of rising tech shares and record-breaking precious metal prices, identifying undervalued small-cap companies with insider buying can be a strategic move to capitalize on market dynamics.
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH): Evaluating Valuation After Revenue Beat and Growing Optimism in Healthcare Services

Cardinal Health (CAH) just delivered a quarter that topped revenue expectations and showed solid operational momentum, and the stock’s recent strength suggests investors are leaning into that story ahead of the next earnings update. See our latest analysis for Cardinal Health. That upbeat earnings print fits into a powerful run, with the share price at $205.2 after a strong 90 day share price return of 32.71% and a five year total shareholder return of 334.33%, signaling momentum that...
NYSE:APH
NYSE:APHElectronic

Exploring US High Growth Tech Stocks In December 2025

As of December 2025, the U.S. stock market has been experiencing a positive trend with major indices like the S&P 500 and Dow Jones Industrial Average nearing record highs, driven largely by advances in tech shares and AI-related stocks. In this climate of robust technological growth, identifying high-growth tech stocks involves looking for companies that not only capitalize on emerging technologies but also demonstrate resilience and adaptability amidst evolving market dynamics.
NYSE:TUYA
NYSE:TUYASoftware

Discovering Connect Biopharma Holdings And 2 Other Promising Penny Stocks

As the U.S. stock market continues to rally, with major indexes like the S&P 500 and Dow Jones nearing record highs, investors are increasingly looking for opportunities in less traditional areas. Penny stocks, though often considered a relic of past market trends, remain a compelling option for those seeking growth potential at lower price points. These stocks typically represent smaller or newer companies and can offer significant upside when backed by strong financial health and solid...