NYSE:AEO
NYSE:AEOSpecialty Retail

American Eagle Outfitters Reshapes Fulfillment And Brand While Shares Trade Below Targets

American Eagle Outfitters (NYSE:AEO) is closing its Quiet Logistics business, leading to fulfillment center closures and layoffs. The company acquired Quiet Logistics in 2021 and is now winding it down as part of a shift in how it manages order fulfillment. At the same time, American Eagle Outfitters is launching a five year global ambassador partnership with international football player Lamine Yamal. The Quiet Logistics exit and the high profile marketing deal are expected to influence how...
NYSE:FDS
NYSE:FDSCapital Markets

Barclays’ Multiyear Analytics Deal Could Be A Game Changer For FactSet Research Systems (FDS)

On 22 January 2026, Barclays announced a multiyear arrangement with FactSet Research Systems to use FactSet’s advanced analytics, data, and technology platforms across its global operations. The deal underscores FactSet’s role as a core infrastructure provider to major financial institutions, reinforcing its position in mission-critical market data and analytics workflows. Next, we’ll consider how this Barclays partnership, particularly the broad access to FactSet’s analytics suite, reshapes...
NasdaqGS:CALM
NasdaqGS:CALMFood

Cal-Maine Foods (CALM) Valuation Check After Strong Growth Earnings And Shareholder Returns

Cal-Maine Foods (CALM) is back in focus after reporting 18.5% annual revenue growth over the last three years and 34.7% annual earnings per share growth, supported by share buybacks and strong free cash flow. See our latest analysis for Cal-Maine Foods. The recent earnings update comes as Cal-Maine Foods’ share price shows mixed momentum, with a 1-day share price return of 2.32% and 7-day share price return of 5.70%, but a 1-year total shareholder return of 17.77% decline and a 5-year total...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Fiserv Deal And Bank Charter Bid Recast Growth And Risk

Affirm Holdings (NasdaqGS:AFRM) announced an exclusive collaboration with Fiserv to bring pay over time features to debit cards for thousands of financial institutions. The company has applied to form Affirm Bank, an FDIC insured subsidiary, in a move that would place it under direct banking regulation. The Fiserv partnership is designed to let banks and credit unions offer Affirm powered installment options without adding major technical complexity. Affirm runs a buy now, pay later model...
NYSE:NATL
NYSE:NATLDiversified Financial

Is NCR Atleos' New CIO Hire a Turning Point in Its Automation Strategy Narrative (NATL)?

NCR Atleos recently appointed Rohan Pal as Chief Information Officer, bringing more than 25 years of experience in IT modernization, cybersecurity, cloud solutions and digital product development to support its innovation and operational goals. His track record driving digital transformation at companies such as WillScot, ServiceNow, Brinks and Home Depot underscores how technology leadership is becoming central to Atleos’ long-term service and automation ambitions. Next, we’ll explore how...
NYSE:D
NYSE:DIntegrated Utilities

How Investors Are Reacting To Dominion Energy (D) Dividend Move And Offshore Wind Construction Restart

Dominion Energy’s board recently declared a quarterly dividend of US$0.6675 per share, payable on March 20, 2026, to shareholders of record as of February 27, 2026, while a federal court allowed construction to resume on its Coastal Virginia Offshore Wind project. The court’s preliminary injunction revives a 2.6-gigawatt offshore wind development expected to supply power to up to 660,000 homes, reinforcing Dominion Energy’s diverse supply approach. We’ll now look at how the resumption of...
NYSE:HEI
NYSE:HEIAerospace & Defense

Assessing HEICO (HEI) Valuation After Recent Share Price Cooling And Strong Long Term Returns

Why HEICO Stock Is Back on Investors’ Radar HEICO (HEI) has caught investor attention again after recent share price moves, including a roughly 5% decline over the past week and a small gain over the past month. See our latest analysis for HEICO. While the 7 day share price return of 4.65% and a modest move over the past month suggest some cooling after a stronger 90 day gain of 7.55%, the 1 year total shareholder return of 42.89% and 5 year total shareholder return of 183.49% show that...
NYSE:GWRE
NYSE:GWRESoftware

A Look At Guidewire Software (GWRE) Valuation After Strong Results And Cautious Full Year Outlook

Guidewire Software (GWRE) is back in focus after a mixed earnings reaction, where solid revenue and EBITDA beats met a cautious full year outlook, even as new cloud partnerships and international customer go lives continue to roll out. See our latest analysis for Guidewire Software. At a share price of US$161.89, Guidewire’s 1 day and 7 day share price returns of 1.16% and 1.82% follow a sharp 30 day and 90 day share price decline of 21.21% and 36.02%. This comes even as cloud go lives and...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Valuation Check After Strong Share Price Momentum And Rare Disease Pipeline Updates

Mirum Pharmaceuticals: Recent Stock Performance in Focus Mirum Pharmaceuticals (MIRM) has caught investor attention after a strong run over the past month and past 3 months, prompting a closer look at how its rare disease portfolio and current financial profile line up. See our latest analysis for Mirum Pharmaceuticals. The recent move to a US$96.92 share price sits within a strong run, with a 30-day share price return of 22.28% and a one year total shareholder return of 99.92%. This points...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang Data Breach Puts Legal Risks And Governance In The Spotlight

Coupang (NYSE:CPNG) reported a large-scale data breach affecting tens of millions of customer accounts. Multiple class action lawsuits have been filed in response to the incident. A CEO has resigned following the breach and its fallout. Regulators in South Korea have opened heightened investigations into the company. Major U.S. shareholders have petitioned the U.S. government for intervention under international trade agreements. Coupang, the South Korea based e-commerce company listed on...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Advances R2 Validation As Cost Efforts Shape Valuation Upside

Rivian Automotive has begun rolling out R2 validation units as part of its next phase of production. The company is working on cost reduction initiatives and updating factory infrastructure alongside R2 validation. These steps indicate operational progress ahead of the planned introduction of the new R2 model. Rivian Automotive, listed as NasdaqGS:RIVN, is moving the R2 program forward while its shares most recently traded at $15.75. The stock has seen a 23.9% gain over the past year, while...
NYSE:HAE
NYSE:HAEMedical Equipment

Is Haemonetics (HAE) Offering Value After Prolonged Share Price Weakness

If you are wondering whether Haemonetics shares are offering real value right now, it helps to start by separating price moves from what the underlying business might be worth. The stock last closed at US$68.37, with returns of 5.3% decline over 7 days, 14.8% decline over 30 days, 14.5% decline year to date, 4.1% decline over 1 year, 18.8% decline over 3 years and 40.5% decline over 5 years. These figures may prompt questions about how the current price lines up with fundamentals. Recent...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Is Marvell’s XConn AI Deal Amid Weak Chip Sentiment Altering The Investment Case For Marvell Technology (MRVL)?

In its latest quarter, Marvell Technology reported record fiscal 2026 third‑quarter results and agreed to acquire XConn Technologies for about US$540 million to enhance its PCIe and CXL switching portfolio for data‑center and AI infrastructure. At the same time, broader semiconductor sentiment weakened after Intel highlighted ongoing supply shortages and a softer sector outlook, pulling Marvell into industry‑wide concern despite its strong AI‑related positioning. With recent gains in the...
NYSE:TMO
NYSE:TMOLife Sciences

Is Thermo Fisher Scientific (TMO) Pricing Reflecting Recent Steady Returns And Growth Expectations

If you are wondering whether Thermo Fisher Scientific at around US$626 per share still offers value, you are not alone. A closer look at its current pricing can help frame that question. The stock has returned 1.3% over the last week, 7.9% over the last month, 5.8% year to date, 7.7% over one year, 12.0% over three years, and 23.2% over five years, which gives useful context before assessing what you are paying today. Recent coverage has focused on Thermo Fisher Scientific's position as a...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Apellis Turns GAAP Profitable As Syfovre Sales Shift Story To Execution

Apellis Pharmaceuticals (NasdaqGS:APLS) reports GAAP profitability as it ramps commercial sales of Syfovre. The company shifts from a primarily clinical stage focus to a commercial model centered on its approved therapy for geographic atrophy. This transition marks a new phase for Apellis as a growth stage biotech with revenue tied directly to product sales. For you as an investor, the key point is that Apellis has moved from relying mainly on development activities to generating revenue...
NasdaqGS:AAL
NasdaqGS:AALAirlines

Is American Airlines Group (AAL) Starting To Look Interesting After Recent Share Price Weakness

If you are wondering whether American Airlines Group shares are starting to look interesting at current levels, it helps to step back and ask what you are really getting for the price you pay. The stock closed at US$14.57, with returns of 5.2% decline over 7 days, 5.6% decline over 30 days, 5.9% decline year to date and 15.3% decline over 1 year. This naturally raises questions about how the market is weighing risk and potential reward. Over the past few months, headlines around American...
NYSE:MTDR
NYSE:MTDROil and Gas

Matador Resources Midstream Leadership Shift And What It Means For Investors

Matador Resources (NYSE:MTDR) has announced the retirement of Executive Vice President, Marketing and Midstream Strategy, G. Gregg Krug. Following his retirement, Mr. Krug will continue with the company as a Special Advisor. This move affects the leadership of Matador's marketing and midstream activities, areas that are central to its business model. For you as an investor looking at NYSE:MTDR, this leadership change sits at the heart of Matador's role as an oil and gas producer with an...
NYSE:BX
NYSE:BXCapital Markets

Is It Too Late To Reassess Blackstone (BX) After Recent Share Price Weakness

If you are wondering whether Blackstone at around US$150 per share is offering good value right now, you are not alone. The stock is currently priced at US$150.07, with a 7 day return of 8.2% decline, a 30 day return of 3.4% decline, a year to date return of 5.5% decline, a 3 year return of 73.1%, and a 5 year return of 157.2%. Recent attention on Blackstone has centered on its role as a major alternative asset manager. Investors are watching how it positions across private equity, real...
NYSE:ICE
NYSE:ICECapital Markets

ICE Mortgage Data Shifts Test Intercontinental Exchange Valuation And Momentum

ICE Mortgage Technology released its December 2025 First Look report on mortgage performance. The report highlights changes in mortgage delinquencies, prepayments, and foreclosure activity. Foreclosure activity among FHA and VA loans and a rise in refinance activity tied to lower rates are key focal points. Intercontinental Exchange (NYSE:ICE), trading at $175.1, sits at the center of mortgage data and servicing through its ICE Mortgage Technology platform. The stock is up 7.1% over the...