NYSE:PM
NYSE:PMTobacco

Is Philip Morris International (PM) Still Attractive After Recent Share Price Surge?

If you are wondering whether Philip Morris International is good value at its current share price, you are not alone, and the numbers offer a useful starting point. The stock closed at US$173.02 most recently, with returns of 6.4% over 30 days, 7.9% year to date, 40.7% over 1 year, 91.4% over 3 years and 176.7% over 5 years. This naturally raises questions about how much of this is already reflected in the price. Recent coverage has focused on Philip Morris International's ongoing shift...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Assessing Biogen (BIIB) Valuation After New EU Approval For High Dose Spinraza

Biogen (BIIB) is back in focus after the European Commission approved a high dose regimen of SPINRAZA for 5q spinal muscular atrophy. The decision expands the therapy’s label based on Phase 2/3 DEVOTE data. See our latest analysis for Biogen. The SPINRAZA decision lands at a time when Biogen’s share price has shown mixed momentum, with a 14.48% 90 day share price return contrasting with a 3.50% year to date decline and a 17.37% 1 year total shareholder return. This suggests sentiment is...
NYSE:AGX
NYSE:AGXConstruction

Assessing Argan’s Valuation After Record US$3b Backlog From AI And Data Center Projects

Argan (AGX) is drawing fresh attention after reporting a record project backlog of about US$3b, which reflects a larger pipeline of industrial construction work tied to rising power demand from AI and data center clients. See our latest analysis for Argan. Despite the record backlog, Argan’s recent share price has cooled, with a 1 day share price return of 4.33% decline and a 7 day share price return of 5.16% decline. However, the 30 day and 90 day share price returns of 10.85% and 22.70%...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Cognizant’s US$1.3b Belcan Deal Tests AI Growth And Integration Risk

Cognizant Technology Solutions (NasdaqGS:CTSH) has agreed to acquire engineering and technical services firm Belcan in a cash and stock deal valued at about $1.3b. The transaction is aimed at expanding Cognizant's presence in AI enabled and cloud managed services across highly regulated sectors. The move comes as clients reassess IT outsourcing and supplier concentration in light of geopolitical risk and supply chain resilience. Cognizant Technology Solutions, trading at $84.18, is using...
NasdaqGM:TRVI
NasdaqGM:TRVIPharmaceuticals

Does JAMA Phase 2b CORAL Data on Nalbuphine ER Reshape The Bull Case For Trevi Therapeutics (TRVI)?

Trevi Therapeutics recently reported that key results from its Phase 2b CORAL trial of oral nalbuphine ER for chronic cough in idiopathic pulmonary fibrosis have been published in the Journal of the American Medical Association, showing statistically significant reductions in 24-hour cough frequency and a safety profile consistent with prior studies. Over 60% of treated patients achieving at least a 50% reduction in cough frequency by Week 6 underscores the therapy’s potential to address a...
NasdaqGS:ROP
NasdaqGS:ROPSoftware

Assessing Roper Technologies (ROP) Valuation After IntelliTrans DAT Freight Partnership And Earnings Growth Hopes

Roper Technologies (ROP) has come into focus after its IntelliTrans unit partnered with DAT Freight & Analytics to bring DAT iQ freight rate intelligence into its transportation platform, alongside upcoming earnings and infrastructure spending tailwinds. See our latest analysis for Roper Technologies. The recent IntelliTrans partnership and expectations for higher upcoming earnings arrive after a softer period for the stock, with a 30 day share price return of 9.66% and a 1 year total...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton Eyes Venezuela Return As Undervalued Stock Faces New Growth Test

Halliburton (NYSE:HAL) is preparing for a possible return to Venezuela after years of sanctions-related absence. The company has started soliciting resumes for local technical and engineering roles in the country. This move follows major geopolitical changes, including the capture of Venezuelan President Nicolas Maduro. The U.S. government has publicly encouraged American oil companies to invest in Venezuela. Halliburton is one of the largest global oilfield services providers, supplying...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Assessing BWX Technologies (BWXT) Valuation After Seaport Global Downgrade To Hold

A recent downgrade of BWX Technologies (BWXT) to a hold rating by Seaport Global has shifted part of the analyst narrative. The move introduces a more cautious tone around the stock despite generally supportive brokerage views. See our latest analysis for BWX Technologies. BWX Technologies shares have been volatile around the recent downgrade, with a 1 day share price return of 0.69% and a 7 day share price return showing a 4.65% decline. However, the 30 day share price return of 17.25%...
NYSE:ELF
NYSE:ELFPersonal Products

Did H&M Fragrance Debut Just Shift e.l.f. Beauty’s (ELF) Brand Expansion Narrative?

In January 2026, H&M and e.l.f. Cosmetics announced a limited-edition eau de parfum collection, marking H&M’s first beauty collaboration and e.l.f.’s debut in fragrance through a global fashion partnership. This move into scent extends e.l.f. Beauty’s brand beyond color cosmetics, highlighting how collaborations can open new product categories and consumer touchpoints. With the shares up over the past week, we’ll examine how e.l.f.’s fragrance launch with H&M shapes its investment...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Is It Time To Reconsider PACCAR (PCAR) After Strong Multi Year Share Price Gains

If you are trying to figure out whether PACCAR shares are offering fair value right now, you will want to see how the current price lines up with what the underlying business might be worth. The stock last closed at US$122.00, with reported total returns of 0.5% over 7 days, 9.4% over 30 days, 9.4% year to date, 13.9% over 1 year, 84.9% over 3 years, and 141.6% over 5 years. These figures naturally raise questions around growth potential and any shift in perceived risk. Recent coverage...
NYSE:MTD
NYSE:MTDLife Sciences

How Investors Are Reacting To Mettler-Toledo International (MTD) Adding Ex-STERIS CFO To Its Board

Mettler-Toledo International Inc. has appointed Michael J. Tokich, longtime Senior Vice President and CFO of STERIS plc and now Senior Financial Advisor there, to its Board of Directors effective February 5, 2026, expanding the board and adding deep financial leadership experience. Tokich’s track record at a major healthcare and life sciences provider brings sector-specific financial and operational insight that could meaningfully influence Mettler-Toledo’s governance and capital allocation...
NYSE:JNJ
NYSE:JNJPharmaceuticals

How J&J’s 2026 Sales and EPS Outlook At Johnson & Johnson (JNJ) Has Changed Its Investment Story

Earlier this week, Johnson & Johnson reported fourth-quarter 2025 and full-year results showing sales of US$24.56 billion for the quarter and US$94.19 billion for the year, alongside 2026 guidance that targets operational sales of about US$100 billion and adjusted earnings per share of US$11.43–US$11.63. The updates highlighted how therapies such as Darzalex and Tremfya, together with growth in the MedTech franchise and a deep pipeline, are underpinning the company’s confidence despite...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh Arctic LVAD Contract Supports Defense Backlog And Valuation Case

Oshkosh Defense, a unit of NYSE:OSK, has secured a new U.S. Army contract for advanced FMTV A2 LVAD vehicles. The vehicles are designed with capabilities for Arctic operations, supporting the Army’s cold weather mission requirements. The award expands Oshkosh’s role in U.S. military modernization and Arctic readiness efforts. For investors watching NYSE:OSK, this new LVAD contract adds to the company’s position in military vehicles and related defense programs. Oshkosh Defense focuses on...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Priced Right After Recent Share Price Rebound And DCF Upside Indications

If you are wondering whether Boeing's current share price lines up with its underlying value, you are not alone. Boeing's stock last closed at US$252.15, with returns of 1.8% over 7 days, 15.6% over 30 days, 10.7% year to date, 43.2% over 1 year, 19.4% over 3 years, and 29.8% over 5 years. Recent attention on Boeing has focused on its position as a major US listed aerospace manufacturer, including ongoing scrutiny of its production quality, regulatory oversight, and the reliability of its...
NYSE:SNX
NYSE:SNXElectronic

TD SYNNEX Dialpad Deal Ties AI Communications To Broader Growth Story

TD SYNNEX and Dialpad have agreed to a global distribution partnership to offer Dialpad’s AI communications solutions through TD SYNNEX’s partner network. The collaboration focuses on unified communications, contact center offerings, and Agentic AI services for customers worldwide. The agreement expands TD SYNNEX’s AI focused portfolio and is expected to be relevant for partners looking to add AI powered communication tools. For investors watching TD SYNNEX (NYSE:SNX), this partnership...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

NetScout 5G Slicing Tools Link Service Quality To Valuation Upside

NetScout Systems (NasdaqGS:NTCT) has introduced new 5G observability solutions focused on network slicing. The tools are designed to give Communications Service Providers full visibility and management of 5G Standalone network slices. The launch targets service quality, SLA assurance, and potential new premium 5G offerings for operators. NetScout, known for its network visibility and performance monitoring tools, is leaning further into 5G with this new observability offering. For service...
NYSE:CTRA
NYSE:CTRAOil and Gas

A Look At Coterra Energy’s (CTRA) Valuation As Kimmeridge Pushes For Board Shakeup And Oil-Focused Shift

Kimmeridge’s push to nominate former Pioneer Natural Resources chief Scott Sheffield to Coterra Energy (CTRA)’s board has drawn fresh attention to the stock, as investors weigh possible leadership changes and a sharper crude oil focus. See our latest analysis for Coterra Energy. The activist headlines have arrived at a time when Coterra’s 1 month share price return of 6.73% and 3 month share price return of 16.43% point to building momentum, even though the 1 year total shareholder return of...
NYSE:OFG
NYSE:OFGBanks

A Look At OFG Bancorp (OFG) Valuation After A Mixed Fourth Quarter Earnings Reaction

OFG Bancorp (OFG) just reported fourth quarter 2025 results that beat earnings per share expectations and highlighted loan and digital banking growth, yet the stock sold off as investors focused on weaker profitability metrics. See our latest analysis for OFG Bancorp. Those mixed fourth quarter headlines landed on a stock that was already under some pressure, with a 1 month share price return of 11.55% and a 7 day share price return of 10.65%. The 1 year total shareholder return of 11.61%...
NYSE:GPI
NYSE:GPISpecialty Retail

Assessing Group 1 Automotive (GPI) Valuation As Fresh Analyst Buy Ratings Highlight Earnings Potential

Recent analyst actions, including a new buy initiation from Evercore and positive earnings expectations, have brought Group 1 Automotive (GPI) into focus for investors monitoring sentiment shifts ahead of the next results. See our latest analysis for Group 1 Automotive. At a share price of US$391.91, Group 1 Automotive has seen a 90 day share price return of 7.56% decline and a 1 year total shareholder return of 12.42% decline, although the 5 year total shareholder return of 194.50% points to...
NYSE:SBH
NYSE:SBHSpecialty Retail

A Look At Sally Beauty Holdings (SBH) Valuation After Recent Share Price Softness

Sally Beauty Holdings (SBH) has drawn fresh attention after recent performance data showed a mixed return pattern, including a 4% one day decline alongside modest gains over the month and the past 3 months. See our latest analysis for Sally Beauty Holdings. At a share price of US$15.41, Sally Beauty Holdings has seen short term share price momentum soften after the recent 3.9% one day pullback. This comes even though the year to date share price return is positive and the 1 year total...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Is It Too Late To Consider Costco Wholesale (COST) After Strong Five Year Share Price Gains?

If you are wondering whether Costco Wholesale's share price still makes sense at current levels, you are not alone. Many investors are asking what they are actually paying for at this point. The stock recently closed at US$983.25, with returns of 2.0% over 7 days, 12.8% over 30 days, 15.1% year to date, 5.2% over 1 year, very large gains over 3 years and 194.9% over 5 years. Recent coverage has focused on Costco's position as a membership based retailer and its role in everyday consumer...
NYSE:DOV
NYSE:DOVMachinery

Assessing Dover (DOV) Valuation After Portfolio Refinement And Caldera RIP Licensing Shift

Dover (DOV) is back in focus after a series of portfolio moves, including pruning non-core assets and pursuing targeted acquisitions, along with Caldera’s new RIP software licensing model aimed at print businesses of different sizes. See our latest analysis for Dover. Those portfolio moves and the Caldera RIP launch come against a backdrop of firm share price momentum, with a 16.5% 90 day share price return and a 5 year total shareholder return of 89.23% suggesting long term holders have...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Assessing Aura Minerals (NasdaqGS:AUGO) Valuation After Higher Preliminary Production Results

Aura Minerals (AUGO) has attracted fresh attention after releasing preliminary operating results, highlighting fourth quarter gold equivalent production of 82,067 ounces and full year output of 280,414 ounces, both above the prior year’s figures. See our latest analysis for Aura Minerals. The latest production update comes as Aura Minerals trades at US$68.30, with a 7 day share price return of 13.42%, a 90 day share price return of 104.61%, and a very large 1 year total shareholder return,...
NYSE:AVB
NYSE:AVBResidential REITs

A Look At AvalonBay Communities (AVB) Valuation After Recent Share Price Weakness

Why AvalonBay Communities Is Back On Investors’ Radar AvalonBay Communities (AVB) has drawn fresh attention after a period of mixed share performance, with the stock showing negative returns over the past month and past 3 months, and a 1 year total return decline of 13.75%. At a recent close of US$178.77, the apartment focused real estate investment trust sits against longer term total returns of 11.96% over 3 years and 29.24% over 5 years. This gives investors a reference point for how the...