NasdaqGS:NWPX
NasdaqGS:NWPXConstruction

Does NWPX (NWPX)ʼs First Curved RBJ Pipeline Win Hint at a Durable Trenchless Moat?

In January 2026, NWPX Infrastructure announced the first commercial use of its patent-pending Permalok Radial Bending Joint (RBJ) technology, supplying 5,764 linear feet of curved steel casing pipe for Tampa Bay Water’s South Hillsborough Pipeline microtunneling project, which includes 18 underground crossings. This curved RBJ system enables pipeline routes to bend around existing utilities and structures, potentially lowering construction disruption through fewer shafts, smaller sites, and...
NYSE:MDT
NYSE:MDTMedical Equipment

How Medtronic’s (MDT) New BCI Partnership and MiniMed Go Clearance Has Changed Its Investment Story

In early January 2026, Precision Neuroscience announced a partnership with Medtronic to integrate its Layer 7 brain-computer interface with Medtronic’s StealthStation system, while Medtronic also received FDA 510(k) clearance for its MiniMed Go Smart MDI diabetes platform connecting InPen and Abbott’s Instinct sensor via a single app. Together, these moves highlight Medtronic’s push to pair advanced data-rich neurosurgery tools with connected diabetes care, reinforcing its focus on...
NasdaqGS:PPC
NasdaqGS:PPCFood

Pilgrim's Pride (PPC) Is Up 8.2% After Analyst Upgrade And 2026 Top-Pick Recognition – Has The Bull Case Changed?

In recent days, Pilgrim's Pride drew fresh attention after Grupo Santander upgraded the stock from Neutral to Outperform and it was highlighted among leading food stocks for 2026. This recognition comes despite earlier commentary pointing to modest historical revenue growth and expectations for flat sales over the next year, underscoring how analyst opinions can still influence sentiment. We’ll now examine how this upgrade and Pilgrim's Pride’s inclusion among top food picks may reshape the...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Assessing Applied Optoelectronics (AAOI) Valuation After A Strong Multi‑Period Share Price Run

What recent price moves might be telling you Applied Optoelectronics (AAOI) has caught investor attention after a recent stretch of strong share price moves, including a 36.3% gain over the past month and 15.9% over the past 3 months. See our latest analysis for Applied Optoelectronics. The recent 1-day share price return of 7.34% and 30-day share price return of 36.33% sit against a year-to-date share price decline of 6.57%, while the 1-year total shareholder return of 19.24% and very large...
NYSE:RLI
NYSE:RLIInsurance

What RLI (RLI)'s Elevation to Nepsis' Second-Largest Holding Means For Shareholders

In a recent SEC filing dated January 14, 2026, Nepsis Inc. disclosed purchasing 89,969 additional shares of RLI, lifting the insurer to the position of the fund's second-largest holding and accounting for 5.72% of its reportable assets under management. This concentrated move by Nepsis underscores a high-conviction stance on RLI at a time when the insurance sector has faced recent challenges and the stock has lagged over the past year. With Nepsis now committing a larger share of its assets...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Should Fundsmith’s Support and Librela Safety Reassessment Require Action From Zoetis (ZTS) Investors?

In 2025, Fundsmith Equity Fund began building a position in Zoetis Inc., describing it as a leading veterinary pharmaceutical company with limited generic competition and highlighting its role in the expanding pet healthcare market. Despite earlier concerns about side effects linked to Zoetis’s osteoarthritis drug Librela, continued support from veterinary professionals has helped ease product safety worries for investors. Next, we’ll examine how Fundsmith’s backing and ongoing veterinary...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

Alignment Healthcare (ALHC) Is Up 7.4% After 31% Medicare Membership Growth And Reaffirmed Outlook - What's Changed

In recent days, Alignment Healthcare reported that its Medicare Advantage health plan membership grew 31% year over year to about 275,300 as of January 1, 2026, while reaffirming its 2025 outlook and outlining 2026 membership and adjusted EBITDA expectations. Management also highlighted that for the second consecutive year, 100% of members are enrolled in plans rated 4 stars or higher, underscoring the role of quality scores in supporting the company’s growth ambitions. Next, we'll examine...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

Is WeRide’s (WRD) WeChat Robotaxi Launch a Turning Point for Its Ecosystem Positioning?

WeRide has launched its "WeRide Go" Robotaxi Mini Program on Tencent’s WeChat, enabling users in Guangzhou’s Huangpu and Beijing’s Yizhuang districts to book autonomous rides directly within the super-app. By embedding Robotaxi booking into a platform used by over 1 billion people, WeRide meaningfully lowers the friction to trial its autonomous driving service and embeds itself more deeply into China’s everyday mobility ecosystem. Next, we’ll examine how this integration into WeChat’s...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

How Insight’s AI‑Driven Stripe Partnership and Agentic Commerce Push Will Impact Insight Enterprises (NSIT) Investors

Insight Enterprises recently announced an expanded global partnership with Stripe to modernize legacy financial infrastructure, support complex billing and subscriptions, and enable AI-driven commerce experiences, including purchases directly within platforms like ChatGPT. A distinctive element of the announcement is Insight’s new Stripe Center of Excellence, with more than 100 Stripe-certified specialists, and its role as one of only three EMEA launch partners for Stripe’s Agentic Commerce...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

Assessing United Natural Foods (UNFI) Valuation After Mixed Recent Share Price Performance

United Natural Foods (UNFI) has recently drawn investor interest after a period of mixed share performance, including a gain over the past month and a decline across the past 3 months, against a backdrop of ongoing profitability challenges. See our latest analysis for United Natural Foods. At a share price of $35.22, United Natural Foods has recently posted a 7.18% 1 month share price return and a 6.73% 7 day gain. However, its 16.26% 3 month share price decline contrasts with a stronger...
NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

A Look At ePlus (PLUS) Valuation After Mike Portegello Joins The Board

Why Mike Portegello’s Appointment Matters for ePlus (PLUS) ePlus (PLUS) has brought Mike Portegello onto its Board of Directors and key committees, a move that puts long experience in accounting, finance, and capital markets closer to the company’s decision making. For you as an investor, this kind of board appointment is less about headlines and more about what it could mean for financial oversight, risk controls, and how the company evaluates growth and capital allocation decisions over...
NYSE:CTRA
NYSE:CTRAOil and Gas

A Look At Coterra Energy’s Valuation As Shares Show Mixed Short And Long Term Performance

What Is Moving Coterra Energy Today? Coterra Energy (CTRA) is catching investor attention after its recent share performance, with the stock up over the past week and month, while still showing a negative return year to date and over the past year. See our latest analysis for Coterra Energy. That recent 12.85% 3 month share price return contrasts with a weaker year to date share price return of 3.27% decline and a 1 year total shareholder return of 10.71% decline. Near term momentum has...
NYSE:BXP
NYSE:BXPOffice REITs

Assessing BXP (BXP) Valuation After Recent Mixed Shareholder Returns

What BXP’s Recent Returns Say About Market Sentiment BXP (BXP) has been drawing attention after recent trading, with the stock closing at US$67.11 and showing mixed performance across different periods, including small gains over the past week and declines over the month and past 3 months. See our latest analysis for BXP. Over a longer stretch, BXP’s recent 1-day share price return of 1.11% sits against a weaker 30 and 90 day share price record. Its 3-year total shareholder return of...
NYSE:MAIN
NYSE:MAINCapital Markets

How Record NAV and KBK Exit Gains Will Impact Main Street Capital (MAIN) Investors

Main Street Capital Corporation recently issued preliminary fourth-quarter 2025 guidance, forecasting net investment income of $1.01 to $1.05 per share and distributable net investment income of $1.07 to $1.11 per share, alongside record net asset value per share driven by net fair value gains and realized investment profits. The company’s full exit from long-term portfolio company KBK Industries, generating US$17.3 million in realized equity gains and US$25.1 million in cumulative...
NYSE:CR
NYSE:CRMachinery

How Crane’s Q3 Beat And Operational Discipline At Crane (CR) Has Changed Its Investment Story

Crane Company recently presented at CJS Securities’ 26th Annual “New Ideas for the New Year” Investor Conference on 14 January 2026, following a third-quarter revenue increase of 7.5% year on year that surpassed analyst expectations by 1.6%. The company pointed to its differentiated technology portfolio, focus on commercial excellence, and disciplined operations as central to its stronger-than-expected quarterly performance, reinforcing its positioning across critical aerospace, electronics,...
NYSE:SAFE
NYSE:SAFESpecialized REITs

Did Safehold's (SAFE) New 207-Unit LA Ground Lease Quietly Reframe Its Affordable Housing Strategy?

Safehold Inc. has closed on a ground lease for a Low Income Tax Credit affordable housing development in Woodland Hills, Los Angeles, that is expected to deliver 207 units in the Warner Center area by 2028 in partnership with Meta Housing. This contract highlights Safehold’s growing push into affordable housing, following the creation of its dedicated Affordable Housing team in 2025 to expand investment in the sector. Next, we’ll examine how this new 207-unit Los Angeles affordable housing...
NYSE:VMI
NYSE:VMIConstruction

A Look At Valmont Industries (VMI) Valuation After Earnings Beats And Positive Analyst Ratings

What sparked the latest move in Valmont Industries (VMI)? Valmont Industries (VMI) is back on investor radars after a recent price move tied to its record of beating earnings expectations in each of the last four quarters and a currently favorable analyst rating. See our latest analysis for Valmont Industries. The recent 2.8% 1 day share price return and 7.2% 30 day share price return at US$440.03 build on a 32.0% 1 year total shareholder return, suggesting momentum has been gradually gaining...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

A Look At StoneCo (STNE) Valuation As Leadership Transitions Reshape The Executive Team

StoneCo (STNE) just outlined a broad leadership transition, with CEO Pedro Zinner set to step down in March 2026 and current CFO and Investor Relations Officer Mateus Scherer stepping into the top role. See our latest analysis for StoneCo. That leadership reshuffle lands at a time when StoneCo’s 1 year total shareholder return of 75.77% contrasts with a 90 day share price return of a 17.13% decline, suggesting momentum has cooled after a strong run. If shifts at StoneCo have you thinking...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Assessing Aeva Technologies (AEVA) Valuation After New 4D LiDAR And AI Data Center Milestones

Aeva Technologies (AEVA) has packed several product and customer updates into January, and the stock is reacting as investors weigh fresh information on its 4D LiDAR roadmap, AI data center ambitions, and new automotive contracts. See our latest analysis for Aeva Technologies. All of this January news has arrived alongside sharp share price moves, with a 41.37% 1 month share price return and a very large 1 year total shareholder return. However, the 5 year total shareholder return remains...
NasdaqGS:CACC
NasdaqGS:CACCConsumer Finance

The Bull Case For Credit Acceptance (CACC) Could Change Following Cheaper, Extended Term ABS 2021-1 Financing

On January 15, 2026, Credit Acceptance Corporation announced it had extended its $100.0 million asset-backed non-recourse secured financing (Term ABS 2021-1), pushing the revolving end date from February 17, 2026 to January 18, 2028 and reducing the interest rate from SOFR plus 220 basis points to SOFR plus 140 basis points. This longer-term, lower-cost funding line can support Credit Acceptance’s funding stability and interest expense profile, which is particularly important given its...
NYSE:HE
NYSE:HEElectric Utilities

Wildfire Lawsuit Settlement And Court Scrutiny Might Change The Case For Investing In Hawaiian Electric (HE)

Hawaiian Electric Industries recently agreed to a US$47.75 million settlement with shareholders over past wildfire-prevention disclosures, while denying wrongdoing, and is facing heightened attention on past Hawaii Supreme Court oral arguments about wildfire liabilities held on January 27, 2026. These legal developments underscore how wildfire-related litigation and settlements remain central to Hawaiian Electric’s risk profile, governance practices, and future capital allocation...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Assessing Solventum (SOLV) Valuation After Recent Share Price Momentum

Event context and recent share performance Solventum (SOLV) has been drawing fresh investor attention after its recent trading performance, with the stock up about 11% over the past 3 months while showing a modest gain so far this year. See our latest analysis for Solventum. At a share price of $80.44, Solventum has a 90 day share price return of 11.47% and a 1 year total shareholder return of 10.66%. This points to momentum that has been building over the medium term, even as shorter term...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Is It Too Late To Consider Exelixis (EXEL) After Strong Multi‑Year Share Gains?

If you are wondering whether Exelixis at US$45.44 is still a sensible entry or more of a hold, the key question is how its current price compares with its underlying value. The stock has logged returns of 2.9% over the past week, 9.2% over the past month, 4.3% year to date, 24.3% over one year, 174.9% over three years and 113.1% over five years. This naturally raises questions about risk, timing and what is already priced in. Recent attention around Exelixis has centered on its position in...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Valuation Check After TSMC’s AI Spending Surge And Strong Share Price Momentum

Taiwan Semiconductor Manufacturing’s strong quarterly results and sharply higher capital spending plans have put Applied Materials (AMAT) in focus, as investors reassess how sustained AI driven chip demand might influence key equipment suppliers. See our latest analysis for Applied Materials. Those gains came on top of an already strong run, with a 30 day share price return of 23.27% and a 90 day share price return of 41.82%, while the 1 year total shareholder return sits at 72.82%. This...