NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Is Arrowhead a Bargain After Clinical Trial Progress Fuels 168% Jump in 2025?

If you have ever wondered whether Arrowhead Pharmaceuticals is truly a bargain or just looks like one, you are in the right place. Let’s dig into what the numbers really say about its value. The stock has soared recently, climbing 30.3% in the past week, 24.6% over the past month, and an astonishing 168.2% year-to-date. This suggests that investor optimism and perhaps risk perceptions have shifted quickly. Much of this excitement comes after Arrowhead announced promising clinical trial...
NYSE:FOUR
NYSE:FOURDiversified Financial

Does FOUR’s Growing Sports Partnerships Reflect a Sustainable Edge in Venue Payments?

On November 19, 2025, the Ottawa Senators announced they selected Shift4 Payments to power food and beverage concessions payments for home games at the Canadian Tire Centre, leveraging Shift4's end-to-end commerce technology. This partnership highlights Shift4’s expanding footprint in the sports and entertainment sector, where its integrated payment ecosystems are increasingly used to enhance fan experiences and streamline venue operations. We'll examine how the Ottawa Senators partnership...
NYSE:MPLX
NYSE:MPLXOil and Gas

Oneok-MPLX Texas Export Terminal Project Might Change The Case For Investing In MPLX (MPLX)

Earlier this week, Oneok and MPLX jointly announced a US$1.75 billion investment in a new Texas City export terminal and connecting pipeline, marking a significant addition to the Houston area’s midstream energy infrastructure. This collaboration highlights growing momentum behind U.S. export infrastructure development, with both companies seeking to expand their reach in a key energy hub. We'll assess how MPLX's expanded export capacity through this joint project may influence its long-term...
NYSE:SMR
NYSE:SMRElectrical

Is NuScale Power’s Stock Rally Justified After Recent Government Partnership News?

If you have ever wondered whether NuScale Power is still a bargain or poised for a comeback, you are in the right place. The stock has been on a wild ride, jumping 7.5% in the past week, but still down nearly 53% over the last month and about 33% for the past year. It remains up 13% year-to-date. Market sentiment has shifted after recent headlines spotlighted NuScale’s progress securing new government partnerships and advancing key reactor projects. This has fueled fresh debates about the...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE): Evaluating Valuation After Analyst Commentary on Setrusumab Progress and Growth Outlook

Ultragenyx Pharmaceutical (RARE) captured attention after a recent analyst update on its setrusumab clinical program. This development coincided with reports of strong revenue growth and increasing momentum behind several late-stage drug candidates. See our latest analysis for Ultragenyx Pharmaceutical. Ultragenyx’s recent surge in activity, including clinical milestones and upbeat revenue reports, appears to have lifted investor sentiment. A robust 16% 90-day share price return reflects...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Enphase Energy (ENPH) Is Up 7.1% After Announcing $68 Million Third-Party Solar Partnership

On November 20, 2025, Enphase Energy announced a new safe harbor agreement with a top solar and battery financing company for third-party ownership deals, projected to generate nearly US$68 million in revenue over 12–24 months from early 2026, while also marking the first of several anticipated agreements with this provider. This partnership highlights Enphase’s continued expansion in the third-party ownership segment and its ability to tailor products, such as the customized IQ9...
NYSE:NVR
NYSE:NVRConsumer Durables

What NVR (NVR)'s Third-Quarter Earnings Beat Means for Shareholders

On October 22, NVR, Inc. released its third-quarter results, reporting earnings per share of US$112.33 and revenue that both surpassed Wall Street estimates. This performance comes as NVR's shares have underperformed the broader U.S. market over the past year, despite the company's earnings beat. We'll explore how NVR's strong quarterly results, despite mixed analyst sentiment, may influence its broader investment narrative going forward. These 13 companies survived and thrived after COVID...
NYSE:BSM
NYSE:BSMOil and Gas

What Recent Analyst Interest Means for Black Stone Minerals’ Current Share Price

Curious whether Black Stone Minerals is under- or overvalued? Let’s explore what sets the company apart, and why value-focused investors are paying attention to it right now. The stock has been holding steady, returning 0.6% over the last week and rebounding 6.4% over the past month, though it remains down 4.1% year-to-date. Recent headlines have highlighted industry trends influencing energy stocks, and Black Stone Minerals has attracted attention as analysts discuss renewed interest in...
NYSE:ALK
NYSE:ALKAirlines

Assessing Alaska Air Group’s Valuation as Analyst Targets Rise and New Strategic Moves Take Shape

Alaska Air Group (ALK) has made headlines, with TD Cowen maintaining its upbeat view and raising its target after the airline signaled a guidance update coming soon. The carrier also introduced new international routes and upgraded its in-flight connectivity. These initiatives add to its recent strategic moves. See our latest analysis for Alaska Air Group. While Alaska Air Group's latest guidance update and new international routes have caught some positive attention, its share price return...
NYSE:LNG
NYSE:LNGOil and Gas

Does Cheniere Energy’s New Supply Agreement Signal a Market Opportunity in 2025?

Curious whether Cheniere Energy might be a hidden gem or priced for perfection? You're not alone, as it is a hot topic among investors eyeing the energy sector right now. The stock has seen a 1.4% uptick in the last week, despite having dipped 5.5% year-to-date and returning 263.8% over the past five years. This has sparked fresh conversations around its momentum and risk profile. Much of this movement ties back to ongoing shifts in global LNG demand and recent headlines about Cheniere's...
NYSE:RSG
NYSE:RSGCommercial Services

Republic Services (RSG): Taking Stock of Valuation as Shares Hold Near Highs

Republic Services (RSG) has been delivering steady returns for investors, with a year-to-date gain of about 8%. Over the past month, the company’s stock price has edged up, reflecting ongoing investor interest in essential environmental services. See our latest analysis for Republic Services. After a solid run earlier in the year, Republic Services has seen its share price hold relatively firm at $217.06, even as some recent momentum has cooled. Over the long haul, total shareholder returns...
NYSEAM:LEU
NYSEAM:LEUOil and Gas

Can Centrus Energy’s Rally Amid Enrichment Expansion Justify Its Current Share Price in 2025?

Wondering if Centrus Energy is still a hidden gem or if the recent hype has run ahead of its real value? You are definitely not alone; investors are asking the same questions after its strong rally. The stock has jumped 250.2% year-to-date, with short-term swings including a 7.3% gain in the last week and a notable -33.7% drop over the past month. This makes it one of those names you just cannot ignore. Fueling these price moves, Centrus Energy has been in the headlines for ramping up...
NYSE:MDT
NYSE:MDTMedical Equipment

A Look at Medtronic’s (MDT) Valuation After Strong Earnings and Raised Guidance

Medtronic (NYSE:MDT) just posted financial results that outpaced last year in both revenue and earnings, giving investors something to talk about. The company also raised its earnings guidance for 2026 and outlined optimistic projections for 2027. See our latest analysis for Medtronic. Medtronic’s upbeat earnings and raised guidance haven’t gone unnoticed, with the stock climbing steadily. The 30-day share price return sits at 14.8% and year-to-date gains are now over 31%. Recent enthusiasm...
NYSEAM:NHC
NYSEAM:NHCHealthcare

Should Executive Changes and Insider Selling at National HealthCare (NHC) Prompt Investors to Reevaluate Their Outlook?

In the past week, National HealthCare Corporation announced key leadership changes, including the appointment of Dr. Lisa Piercey to its Board of Directors and the elevation of Stephen F. Flatt to CEO and President, while executives Emil Hassan and Stephen Flatt disclosed recent insider sales totaling over US$1.17 million. This period of transition was accompanied by the company's declaration of a quarterly dividend, highlighting ongoing efforts to maintain shareholder value amid executive...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

Why FormFactor (FORM) Is Up 11.3% After Analyst Highlights Strength in AI Chip Testing

Cantor Fitzgerald analyst Matthew Prisco recently initiated coverage of FormFactor, highlighting robust demand for its advanced probe cards serving AI chip markets and ongoing improvements in profit margins. This positive attention underscores FormFactor’s strengthening role within the AI semiconductor supply chain and its progress in executing manufacturing and margin enhancement initiatives. We'll explore how analyst recognition of FormFactor’s strong position in AI chip testing technology...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

A Fresh Look at Tradeweb Markets (TW) Valuation After Recent Share Price Momentum

Tradeweb Markets (TW) has seen some movement in its stock price over the past month, gaining 3%. Amidst steady revenue and net income growth, investors are evaluating how these trends fit into the broader market landscape. See our latest analysis for Tradeweb Markets. While Tradeweb Markets’ 1-month share price return of 3.2% hints at a bit of fresh momentum, the larger story is its contrasting longer-term performance, with a total shareholder return of 81.6% over five years but a 19.4% drop...
NYSE:D
NYSE:DIntegrated Utilities

Dominion’s Offshore Wind Progress Might Change the Case for Investing in Dominion Energy (D)

Earlier this week, Dominion Energy announced that its Coastal Virginia Offshore Wind project is now 66% complete, aiming to supply clean energy to hundreds of thousands of homes by the end of 2026 and expanding generation capacity for local data centers. This milestone highlights Dominion’s progress in grid modernization and renewable infrastructure, drawing attention to management’s expectation for a significant rate base increase and stronger future earnings. We'll explore how advancing...
NasdaqGS:APLD
NasdaqGS:APLDIT

Applied Digital (APLD): Evaluating Valuation After 100 MW Polaris Forge Expansion and New Funding Initiatives

Applied Digital’s latest milestone at its Polaris Forge 1 AI Factory Campus is drawing fresh interest from investors. Now that Building 1 has reached its full 100 MW operational capacity, attention is turning to the company’s expansive roadmap for AI infrastructure deployment. See our latest analysis for Applied Digital. Recent weeks have been a whirlwind for Applied Digital, with a surge in investor attention following its campus expansion, successful funding rounds, and strong sector...
NYSE:DDS
NYSE:DDSMultiline Retail

Dillard's (DDS) Is Up 9.6% After Announcing $30 Special Dividend and Reaffirming Regular Payout

On November 20, 2025, Dillard’s announced a special dividend of US$30.00 per share and reaffirmed its regular quarterly dividend, both payable to shareholders in early 2026. This substantial special dividend highlights Dillard’s current approach to rewarding shareholders through cash payouts in addition to ongoing distributions. We’ll explore how Dillard’s sizable special dividend sharpens its investment narrative around shareholder returns and capital allocation priorities. We've found 15...
NYSE:HPQ
NYSE:HPQTech

Does HP’s Recent Price Rebound Signal Real Value in 2025?

Wondering if HP could represent real value for your portfolio? You are not alone. We are here to dig beneath the surface to find out what the numbers really say. HP's stock has seen some interesting twists lately, rising 1.9% in the past week but still down 24.8% year-to-date. This could signal both renewed interest and lingering concerns from investors. Recently, HP has been featured in headlines as analysts debate the company's long-term health and shifting strategy amid evolving tech...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

A Look at Insmed (INSM) Valuation Following EU Approval of BRINSUPRI for Bronchiectasis

Insmed (INSM) shares saw a reaction after the European Commission authorized BRINSUPRI as the first approved therapy for non-cystic fibrosis bronchiectasis in the European Union. This milestone opens a new commercial path. See our latest analysis for Insmed. Insmed’s latest regulatory success added fuel to a rally that has been building for months. The stock notched a 197% share price return year-to-date and a total shareholder return of 176% over the past year. The momentum is clear, driven...
NYSE:PVH
NYSE:PVHLuxury

How Might PVH's (PVH) CFO Transition Test Management Consistency Amid Earnings Reaffirmation?

In November 2025, PVH Corp. announced the upcoming departure of Chief Financial Officer Zachary Coughlin at year-end, with Executive Vice President Melissa Stone stepping in as interim CFO while a successor is sought. This leadership transition comes as PVH reaffirmed its 2025 earnings outlook and introduced a new Chief Supply Chain Officer, highlighting operational continuity amid a challenging retail landscape. Now, we'll examine how the reaffirmed 2025 earnings guidance and financial...
NYSE:RBRK
NYSE:RBRKSoftware

The Bull Case For Rubrik (RBRK) Could Change Following Launch of AI Agent Security Platform

In November 2025, Rubrik unveiled Rubrik Agent Rewind, a new technology aimed at monitoring, controlling, and reversing unwanted actions of enterprise AI agents, alongside integrations with Microsoft Copilot Studio and expanded protections for Microsoft 365, Azure DevOps, and GitHub users. The launch was supported by a creative marketing campaign featuring artist Ludacris, highlighting Rubrik’s focus on positioning itself at the forefront of AI security and operations for rapidly evolving...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Is Up 18.2% After Defense Drone Partnership With Heven AeroTech – Has the Bull Case Changed?

Heven AeroTech has announced a new investment and partnership with IonQ, aiming to integrate IonQ’s quantum computing, networking, sensing, and security technologies into Heven’s hydrogen-powered autonomous drones for aerospace and defense applications. This collaboration is set to advance uncrewed aerial system capabilities in GPS-denied and high-risk environments, signaling expanding real-world use cases for quantum technologies. We’ll explore how IonQ’s entry into defense-focused drone...