NYSE:ASAN
NYSE:ASANSoftware

Why Asana (ASAN) Is Up 5.9% After Launching FedRAMP-Compliant Platform Aimed at Government Clients

On November 19, 2025, Asana announced the launch of Asana Gov, a FedRAMP-in-process platform designed to help government agencies and regulated industries manage mission-critical work with enhanced security and compliance. This move positions Asana to address the complex needs of the public sector, aiming to support digital transformation and collaboration in a highly regulated environment. We'll explore how Asana Gov's entry into the government market could influence the company's...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss-Wright (CW): Assessing Valuation Following Expanded $2 Billion Buyback and Dividend Reaffirmation

Curtiss-Wright (CW) just announced a $416 million boost to its share repurchase plan, raising total buyback authorization to more than $2 billion. The company also reaffirmed its quarterly dividend. See our latest analysis for Curtiss-Wright. After this announcement, Curtiss-Wright’s momentum has clearly accelerated. Its share price return year-to-date stands at an impressive 60.61%, and the 1-year total shareholder return is just over 51%. The buyback boost and reliable dividend are adding...
NYSE:PARR
NYSE:PARROil and Gas

Par Pacific Holdings (PARR): Evaluating Valuation Following CEO Share Sale and Strategic Hawaii Joint Venture

Par Pacific Holdings (PARR) caught investor attention after CEO William Monteleone sold over 99,000 shares in a multi-million dollar transaction. The activity comes shortly after a strong third-quarter performance and an optimistic outlook for the year ahead. See our latest analysis for Par Pacific Holdings. Shares of Par Pacific Holdings have been surging on strong momentum, up 31.8% over the last three months and reporting an impressive year-to-date share price return of 173.5%. Following...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile (TMUS): Valuation in Focus After Earnings Beat, Higher Capex, and Investor Caution

T-Mobile US (TMUS) reported earnings and revenue ahead of expectations. However, its disclosure of a major impairment charge and a planned increase in capital spending for 2025 has stirred investor concern. Shares have lagged behind wireless rivals as sentiment responds to mixed signals. See our latest analysis for T-Mobile US. After beating earnings estimates, T-Mobile’s share price has failed to bounce, down 17% over the past three months and delivering a -14% total shareholder return for...
NYSE:EXR
NYSE:EXRSpecialized REITs

Will Blue Vista and UBS Backing in US$600 Million Deal Change Extra Space Storage's (EXR) Growth Story?

Blue Vista Capital Management, in partnership with UBS's Unified Global Alternatives – Real Estate business and Extra Space Storage, announced in November 2025 the formation of a US$600 million collaboration to invest in a diversified self-storage portfolio across the United States, with Extra Space Storage managing all investments and property operations. This collaboration leverages the sector expertise and property management capabilities of Extra Space Storage, positioning the company to...
NYSE:AMT
NYSE:AMTSpecialized REITs

A Look at American Tower’s (AMT) Valuation After Strong Revenue Growth and Cash Flow Concerns

American Tower (AMT) released its latest earnings on October 28, and reported revenue growth that surpassed market expectations. However, despite the stronger topline, the stock dropped 4% as cash flow measures trended lower year-over-year. See our latest analysis for American Tower. After a year marked by ups and downs, American Tower’s share price has essentially been treading water. It is up just 0.1% year-to-date, while the one-year total shareholder return sits at a disappointing -10.3%...
NasdaqGS:CATY
NasdaqGS:CATYBanks

How Do Cathay General Bancorp’s (CATY) Dividend and ESOP Moves Reflect Its Capital Priorities?

Cathay General Bancorp recently announced that its Board of Directors declared a cash dividend of thirty-four cents per common share, payable on December 11, 2025, to shareholders of record as of December 1, 2025, and filed a shelf registration for a US$79.62 million common stock offering related to its Employee Stock Ownership Plan (ESOP). This combination of a fresh dividend payout and potential new equity issuance highlights the company's ongoing focus on shareholder returns while...
NYSE:ACM
NYSE:ACMConstruction

How AECOM's (ACM) Construction Management Review and Dividend Boost Could Reshape Its Growth Narrative

In November 2025, AECOM announced it is reviewing strategic alternatives for its Construction Management business while approving a 19% increase in its quarterly dividend to US$0.31 per share, with double-digit dividend growth targets through 2029. The company’s focus on higher-growth segments like AI and Advisory services, alongside a significant dividend increase, points to an emphasis on shareholder returns and business transformation. We’ll explore how AECOM’s review of its Construction...
NYSE:JBL
NYSE:JBLElectronic

Jabil (JBL) Is Up 7.1% After Analyst Upgrades Fuel Optimism for Earnings and Revenue Growth

In the past week, Jabil’s shares moved ahead of the broader market following analyst forecasts of an earnings per share of $2.70 and revenue growth of 14.6% for the upcoming quarter. Analyst estimate revisions and expectations of higher profits and sales have contributed to growing optimism surrounding Jabil’s near-term business outlook. We’ll now assess how analyst optimism and expectations of stronger results may influence Jabil’s investment narrative moving forward. Outshine the giants:...
NYSE:DOW
NYSE:DOWChemicals

How Is Dow's (DOW) Cash Cushion Shaping Its Resilience Amid Industry Weakness?

In recent days, Dow's industry saw further supply cuts and the company reported ongoing plant closures and cost reductions, resulting in a gradual restoration of industry balance despite weak demand and excess capacity. An important insight is that Dow's robust cash management and US$4.5 billion cash position provide support to weather a prolonged downturn, even amid negative free cash flow. Next, we’ll consider how Dow’s enhanced financial resilience, supported by its cash management, is...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Will Reduced Brazilian Beef Tariffs Reshape Texas Roadhouse's (TXRH) Margin Story?

In late November 2025, Jim Cramer highlighted the past reduction of tariffs on Brazilian beef, emphasizing the potential positive impact on Texas Roadhouse's cost structure and profitability. An interesting aspect is Texas Roadhouse's decision to maintain strong sales by not raising menu prices, leaving its margins highly sensitive to shifts in commodity costs like beef. We'll explore how expected margin improvements from lower beef import tariffs could influence Texas Roadhouse's...
NYSE:IRM
NYSE:IRMSpecialized REITs

How Contrasting Views From Cramer and Baron Are Shaping Iron Mountain's (IRM) Data Center Investment Story

In recent days, Jim Cramer issued a pessimistic outlook on Iron Mountain and recommended selling on any rally, while the Baron Real Estate Fund publicly disclosed a new position in Iron Mountain, highlighting its valuation and potential in data centers. This sharp contrast between a prominent analyst's negative stance and fresh institutional investment has heightened market focus on Iron Mountain’s future direction. We'll explore how Baron’s interest in Iron Mountain’s data center growth...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group (SNEX): Net Profit Margin Decline Challenges Earnings Growth Narrative

StoneX Group (SNEX) has just posted its latest results for FY 2025, reporting $32.3 billion in revenue and basic EPS of $1.67 for the fourth quarter, with net income at $82.6 million. Zooming out, the company has seen rolling twelve-month revenue advance from $98.7 billion to $130.9 billion, while EPS moved from $5.49 to $6.23 over the same span. This represents a 17.4% lift in earnings over the last year. Investors are watching closely as margins show some pressure even as bottom-line growth...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Valley National Bancorp (VLY): Assessing Valuation After Analyst Top Pick Nod and Strong Earnings Results

Valley National Bancorp (VLY) is in the spotlight after being named a top pick for 2026 by analysts. The recognition follows its latest quarterly earnings, which surpassed expectations and contributed to a wave of positive sentiment. See our latest analysis for Valley National Bancorp. Momentum has been building for Valley National Bancorp, with the stock’s 26.8% share price return year-to-date reflecting increased optimism following its well-received earnings and a recent executive...
NYSE:SEI
NYSE:SEIEnergy Services

A Look at Solaris Energy Infrastructure’s (SEI) Valuation Following Class Action Lawsuit Over Acquisition Disclosures

Solaris Energy Infrastructure (NYSE:SEI) is facing a new class action lawsuit, with shareholders alleging that the company misrepresented key details around its acquisition of Mobile Energy Rentals LLC. The complaint suggests these disclosures may have affected the perceived value of the deal. This situation raises fresh questions for investors about the company’s transparency and potential regulatory hurdles ahead. See our latest analysis for Solaris Energy Infrastructure. The latest legal...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Is There Now an Opportunity in USA Rare Earth After Recent 9.9% Price Surge?

Wondering if USA Rare Earth is a hidden value gem or just another materials stock trading on hype? You are not alone, as many investors are looking closely at the company's recent run. After gaining 9.9% in the last week but still down 31.7% over the past month, USA Rare Earth's stock price has seen some dramatic swings. Both growth potential and risk remain top of mind for investors. Recent headlines spotlight the company’s strategic moves in securing domestic supply chains, as well as...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

What PTC (PTC)'s Expanded Partnership With Garrett Motion Means for Shareholders

Earlier this month, PTC announced that Garrett Motion is expanding its adoption of PTC’s cloud-native and SaaS-based engineering platforms, including Codebeamer+ and Windchill+, as it accelerates its digital transformation and unifies product development across teams and partners. This move further positions PTC’s cloud solutions at the center of enterprise engineering collaboration, highlighting the company’s role in enabling clients to modernize and unlock greater efficiencies in their...
NYSE:AR
NYSE:AROil and Gas

Antero Resources (AR): Exploring Valuation After Q3 Earnings Miss and 2025 Guidance Update

Antero Resources (AR) just released its third-quarter 2025 results. Adjusted earnings came in below expectations. Lower oil output and higher expenses weighed on the numbers, while stronger natural gas production and pricing offered some support. See our latest analysis for Antero Resources. Despite the earnings stumble driven by softer oil output, Antero Resources’ share price has shown notable resilience lately, with a 17.9% return over the past month and a solid 11.4% total shareholder...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

QUALCOMM (QCOM): Assessing Valuation as Regulatory Win and New AI Center Signal Strategic Expansion

QUALCOMM (QCOM) just secured regulatory clearance in Korea for its Alphawave IP Group acquisition and is also launching a new AI Engineering Center in Riyadh. These moves highlight its active expansion in AI and data center technologies. See our latest analysis for QUALCOMM. QUALCOMM’s recent announcements, combined with regulatory wins and new AI ambitions, have fueled fresh optimism among investors. After a strong start to the year, the stock’s 9.4% year-to-date share price return has...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

SkyWest (SKYW): Assessing Valuation After Strong Earnings Beat and Upbeat Growth Guidance

SkyWest (SKYW) drew investor interest after announcing quarterly sales and earnings that topped expectations. The company cited strong travel demand, improved operational efficiency, and growing charter and prorate revenues. Their forward guidance was confident, with expansion and fleet flexibility emphasized. See our latest analysis for SkyWest. After a period of solid momentum earlier this year, SkyWest’s share price has held up well in the last month with a 6.73% gain, even as the past 90...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol Myers Squibb (BMY) Is Up 6.4% After EU Approves Breyanzi for Mantle Cell Lymphoma

In November 2025, Bristol Myers Squibb announced that the European Commission approved Breyanzi, its CAR-T cell therapy, for adult patients with relapsed or refractory mantle cell lymphoma after at least two lines of systemic therapy including a BTK inhibitor. This expanded approval in Europe follows strong clinical data from the TRANSCEND NHL 001 trial and broadens access to innovative cell therapy for eligible patients across EU and EEA countries. The approval highlights Bristol Myers...
NYSE:THO
NYSE:THOAuto

THOR Industries (THO): Evaluating Current Valuation After a Recent Share Price Move

THOR Industries (THO) has shown some interesting movement over the past week, edging up nearly 5% even though the stock dipped slightly in the latest session. Investors are keeping an eye on trends in the recreational vehicle market. See our latest analysis for THOR Industries. Zooming out, this latest move for THOR Industries comes after a choppy year for the share price. However, momentum is starting to build again. While the stock has delivered a solid 11.8% share price return...
NasdaqGS:LOPE
NasdaqGS:LOPEConsumer Services

Grand Canyon Education (LOPE): Is There Hidden Value in Today’s Discounted Valuation?

Grand Canyon Education (LOPE) shares have seen some movement recently, prompting investors to look more closely at its recent performance and the factors driving its current valuation. The company’s returns over the past month have lagged behind broader sector trends. See our latest analysis for Grand Canyon Education. Grand Canyon Education’s share price has been under pressure lately, with a 1-month share price return of -23.7% that reflects fading momentum after a much stronger multi-year...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Now the Right Time to Revisit Fiserv After Its 70% Price Drop in 2025?

Wondering if Fiserv stock is undervalued or offers an opportunity? You are not alone; many investors are curious about what the numbers truly say. Despite some short-term volatility, up 1.0% in the last week but down 5.7% over the past month, Fiserv's shares have faced a challenging year, falling 70.2% year to date and 72.2% over the past 12 months. Several headlines have contributed to the big swings, including market shifts impacting fintech firms and increased competition from both...