NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Is It Time To Revisit Blue Bird (BLBD) After Recent Share Price Pullback?

If you are wondering whether Blue Bird's current share price still offers value, the key question is how the market is weighing its recent performance against what the business could justify over time. The stock last closed at US$49.08, with returns of 0.3% over the past week, a 5.1% decline over 30 days, a 5.0% gain year to date and 16.7% over the last year, plus a very large return over three years and a 127.4% gain over five years. Recent headlines around Blue Bird have focused on the...
NYSE:MCK
NYSE:MCKHealthcare

Does McKesson’s (MCK) Expanded Oncology Data Role Quietly Reshape Its Long-Term Healthcare Moat?

In January 2026, AOP Health US announced broader U.S. distribution of its critical care beta-blocker Rapiblyk through McKesson, Cardinal, Cencora Specialty Distribution, and M&D Specialty Distribution, while the Centers for Medicare & Medicaid Services again recognized McKesson as a Qualified Clinical Data Registry supporting oncology practices. CMS’s decision to retain McKesson’s oncology quality measures in the 2026 Advancing Cancer Care MIPS Value Pathways underscores the company’s...
NYSE:GLW
NYSE:GLWElectronic

Corning Upgrade Highlights Apple Foldable Potential And AI Valuation Questions

Bank of America recently upgraded its view on Corning (NYSE:GLW), citing expectations around Apple's anticipated foldable device launch. The upgrade reflects potential demand for Corning technology in foldable displays and cover materials linked to that product cycle. Analysts are also flagging strong interest in AI related products across Corning's Optical, Solar, and Specialty segments. These factors come alongside strong recent financial results that are drawing fresh attention to...
NYSE:BKE
NYSE:BKESpecialty Retail

A Look At Buckle (BKE) Valuation After Recent Sales Strength

Why Buckle’s latest sales update matters for investors Buckle (BKE) just released sales figures showing higher comparable store and total net sales for both the recent 5 week period and the 48 week year to date period, putting fresh attention on how its retail model is performing. See our latest analysis for Buckle. Buckle’s recent sales update lands after a mixed stretch for the stock, with a 1-day share price return of 2.48% contrasting with slightly negative 30 and 90 day share price...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck Weighs Revolution Medicines Buyout And Expands AI Oncology Bet

Merck (NYSE:MRK) is reportedly in advanced talks to acquire Revolution Medicines in one of the largest biotech deals in recent years. The potential acquisition would expand Merck's oncology pipeline, with a focus on targeted cancer therapies. Merck is also a founding partner in Illumina's new AI driven pharmacogenomics initiative. Recent collaborations with ChemLex and Guardant Health point to a broader push into AI enabled drug discovery and precision oncology. For investors, this cluster...
NasdaqCM:OCGN
NasdaqCM:OCGNBiotechs

Ocugen (OCGN) Is Down 12.6% After Positive Phase 2 OCU410 Data in Geographic Atrophy

Earlier in January 2026, Ocugen announced positive preliminary 12‑month Phase 2 ArMaDa data for OCU410 in geographic atrophy secondary to dry age‑related macular degeneration, showing reduced lesion growth and favorable safety across evaluated patients. An interesting highlight is that medium doses produced greater lesion growth reduction than high doses, and no serious OCU410‑related adverse events were reported in either Phase 1 or Phase 2 so far. Next, we’ll assess how this early OCU410...
NYSE:CL
NYSE:CLHousehold Products

Colgate WHO Alliance Links Oral Health Impact With Valuation Upside Potential

Colgate-Palmolive (NYSE:CL) has started a multi-year collaboration with the WHO Foundation focused on global oral health. The partnership centers on funding programs that expand oral health education, integrate oral care into national health systems, and build public awareness. This move positions Colgate-Palmolive alongside a major global health institution with an emphasis on long term public health impact. For investors watching NYSE:CL, this development sits alongside a share price of...
NasdaqGS:KHC
NasdaqGS:KHCFood

Assessing Kraft Heinz (KHC) Valuation As Recent Weak Returns Contrast With Cash Flow Upside Potential

What Kraft Heinz’s Recent Returns May Signal for Investors Kraft Heinz (KHC) has seen its share price under pressure recently, with negative returns over the past month, past 3 months, year to date, and past year, even as annual revenue and net income figures remain positive. See our latest analysis for Kraft Heinz. At a share price of $23.76, Kraft Heinz’s momentum looks muted, with a 30 day share price return of a 3.06% decline and a 1 year total shareholder return of a 14.58% loss,...
NYSE:TUYA
NYSE:TUYASoftware

Is Tuya’s (TUYA) Emotional AI Robotics Push Redefining Its Core Platform Strategy?

Earlier in January 2026 at CES, Tuya Smart unveiled Aura, an AI-powered pet companion robot that blends emotional monitoring, autonomous mobility, and GenAI-driven interaction, and also announced a partnership with Robopoet to launch Fuzozo, a cellular-connected AI emotional companion for always-on use beyond the home. Together, Aura and the Robopoet collaboration signal Tuya’s push to extend its AI ecosystem from smart devices into emotionally aware, service-rich robotics that could touch...
NYSE:FICO
NYSE:FICOSoftware

Assessing Fair Isaac (FICO) Valuation As GPU Optimization And AI Decisioning Progress Attract Fresh Attention

Fair Isaac (FICO) recently drew fresh attention after updating its FICO Xpress Optimization suite with NVIDIA CUDA X GPU libraries. The move is aimed at tackling very large, complex computational problems more efficiently. See our latest analysis for Fair Isaac. Despite the product update, recent trading has been choppy, with a 1 day share price return of a 4.64% decline and a 30 day share price return of a 14.52% decline. The 1 year total shareholder return of a 21.10% decline contrasts with...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific Merger Setback Highlights Rising Rail Regulatory And Investor Risks

Federal regulators rejected the initial Union Pacific and Norfolk Southern merger application. The Surface Transportation Board requested a revised filing with additional information. Analysts reacted with downgrades, citing higher uncertainty around the proposed deal. For investors watching NYSE:UNP, this decision places one of the largest US freight rail operators in a holding pattern on a major deal. Union Pacific is a core player in long haul freight, and any change in its network or...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs (GS) Valuation Check After Record Results Buybacks Dividend Hike And Exit From Apple Card

Why Goldman Sachs Group (GS) Is Back in Focus After Its Latest Quarter Goldman Sachs Group (GS) just paired record Q4 and full year results with a higher dividend, larger buybacks, and a clear move away from consumer finance by exiting its Apple Card partnership. Management also pointed to a multi year high investment banking backlog and a supportive regulatory backdrop, which it expects to help investment banking activity pick up through 2026. This puts the spotlight back on GS as a capital...
NasdaqGS:BWIN
NasdaqGS:BWINInsurance

Assessing Baldwin Insurance Group (BWIN) Valuation After Recent Share Price Momentum And Ongoing Losses

Recent performance snapshot and what it might mean Baldwin Insurance Group (BWIN) has quietly put together a mixed return profile, with a gain over the past month and past 3 months, but a 1 year total return decline and a modest 5 year result. At a last close of US$26.26, the insurer carries a value score of 1, supported by reported revenue of US$1.49b and a net loss of US$28.11 million. This combination raises both scale and profitability questions for investors. See our latest analysis for...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Should Waystar’s Agentic Intelligence Push Transforming Revenue Cycle Automation Require Action From Waystar Holding (WAY) Investors?

Waystar Holding recently announced the introduction of agentic intelligence to its cloud-native platform, enhancing its AltitudeAI™ capabilities to automate revenue cycle workflows and reduce administrative burdens across clinical, financial, and administrative processes. A distinctive aspect of this update is Waystar’s use of a unified data network that processes more than 7.50 billion annual transactions and one in three U.S. hospital discharges to fuel self-learning, agent-powered...
NYSE:LTC
NYSE:LTCHealth Care REITs

Is Stronger Revenue and a Larger Credit Facility Altering The Investment Case For LTC Properties (LTC)?

LTC Properties recently reported third-quarter 2025 results showing revenue ahead of expectations but earnings per share below forecasts, and it amended its credit agreement to add US$200 million to its credit facility, events that occurred prior to today. This combination of stronger-than-expected revenue and increased financial flexibility offers a clearer view of how LTC Properties is positioning its balance sheet. Against this backdrop, we’ll explore how the expanded US$200 million...
NYSE:AVB
NYSE:AVBResidential REITs

AvalonBay Dividend Tax Clarity Highlights Valuation Appeal And Key Risks

AvalonBay Communities, NYSE:AVB, has released the final tax treatment classification for its 2025 dividend distributions. The update details how different portions of the 2025 dividends will be categorized for tax purposes under current regulations. The announcement gives existing and prospective shareholders clearer information for tax planning around AVB’s upcoming payouts. AvalonBay Communities, NYSE:AVB, is putting hard numbers around its 2025 dividend tax classifications at a time...
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

Assessing Catalyst Pharmaceuticals (CPRX) Valuation After Fresh Rare Disease Momentum And Earnings Outperformance

Why recent attention on Catalyst Pharmaceuticals matters Recent commentary around Catalyst Pharmaceuticals (CPRX) has focused on its rare disease portfolio, with FIRDAPSE and AGAMREE at the center, alongside upcoming trial readouts, regulatory events, and earnings performance. Investors are also watching the company’s efforts to promote a higher approved FIRDAPSE daily dose and reach additional patient groups, in the context of fresh media coverage and growing interest in the stock. See our...
NYSE:BA
NYSE:BAAerospace & Defense

Assessing Boeing (BA) Valuation After Recent Share Price Momentum And DCF Discount

What Boeing’s recent performance might mean for investors Boeing (BA) has drawn fresh attention after a period of solid share price moves, with the stock up 16.3% over the past month and 14.9% over the past 3 months, based on the data provided. See our latest analysis for Boeing. Set against a longer track record, Boeing’s recent share price momentum looks more than just a short-term bounce. A 30 day share price return of 16.3% and a 1 year total shareholder return of 41.8% point to stronger...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims And Hers Wegovy Talks Could Reshape Growth And Subscriber Economics

Hims & Hers Health (NYSE:HIMS) is in discussions with Novo Nordisk to add Wegovy injections to its telehealth platform. The talks also include potential access to an oral version of Wegovy for weight management. The move would introduce a new category of prescription weight loss treatments to the company’s existing offerings. Hims & Hers Health runs a direct-to-consumer telehealth and subscriptions model focused on areas like hair loss, mental health, skincare, and sexual health. Bringing a...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Board Change Puts Governance And Valuation In The Spotlight

Yum China Holdings (NYSE:YUMC) announced that board member Robert B. Aiken will not seek re election at the company’s 2026 Annual Meeting. The decision is linked to Aiken’s future professional commitments, as disclosed by the company. Aiken’s planned departure affects board committee roles tied to food safety and sustainability oversight. Yum China Holdings, the licensee of KFC, Pizza Hut and other brands in China, sits at the intersection of consumer spending, food services and supply...
NYSE:GE
NYSE:GEAerospace & Defense

Reassessing General Electric’s Valuation After Strong Multi Year Returns And A Rich P/E Multiple

Why General Electric is back in focus for investors General Electric (GE) is on many investors’ radar again as they weigh its current share price around $312 against recent returns, revenue of $43.95b, and net income of $8.05b. See our latest analysis for General Electric. Recent trading has been choppy, with a 1 day share price return of a 3.93% decline and a 7 day share price return of a 4.55% decline. However, the 1 year total shareholder return of 67.53% and very large 5 year total...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Analyst Upgrades Put Applied Materials At Center Of AI Chip Spending

Multiple major firms, including Goldman Sachs, Barclays, and KeyBanc Capital Markets, recently upgraded their views on Applied Materials (NasdaqGS:AMAT). Analysts cited sector tailwinds tied to rising demand for AI focused semiconductor equipment and advanced chip manufacturing. AI logic, DRAM, and HBM are key end markets where capital spending by major chipmakers is currently a focus. Applied Materials (NasdaqGS:AMAT) sits at the center of the semiconductor capital equipment market,...
NYSE:CRM
NYSE:CRMSoftware

Is Salesforce (CRM) Offering Value After The Recent 32% One Year Share Price Slide

If you are wondering whether Salesforce is starting to look like value after a rough patch, this article walks through what the current share price might be offering you. The stock closed at US$220.07, with returns of an 8.7% decline over 7 days, a 15.3% decline over 30 days, a 13.2% decline year to date and a 32.2% decline over 1 year, set against a 43.8% gain over 3 years and a 1.6% decline over 5 years. These swings have kept Salesforce in focus as investors reassess what they are willing...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Trump Housing Plan Puts Fannie Mae’s Policy Role And Risks In Focus

Trump administration outlines a proposal for a US$200b mortgage bond purchase program involving Fannie Mae and Freddie Mac. Plan includes new limits on institutional home buyers and expanded access to downpayments using 401(k) retirement funds. Measures target the U.S. housing and mortgage markets and could influence Federal National Mortgage Association (OTCPK:FNMA) and sector participants. Federal National Mortgage Association, or Fannie Mae, operates at the core of the U.S. mortgage...