NasdaqGS:VRSN
NasdaqGS:VRSNIT

Is VeriSign Fairly Priced After Strong Multi Year Share Price Gains?

How Has VeriSign's Share Price Been Performing? VeriSign's share price has delivered solid returns for long term investors, but the recent pattern is a mix of strong longer term gains and softer near term momentum. Over the past year, the stock is up 27.4%, and it has returned 21.2% per year on average over three years and 14.9% per year over five years, while year to date it is still ahead by 19.2%. In the shorter term, however, performance has been more muted, with the share price roughly...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Assessing Pagaya Technologies (PGY) Valuation After New AI Underwriting Partnership with Achieve

Pagaya Technologies (PGY) just landed a fresh commercial win, as digital finance player Achieve agreed to plug Pagaya's AI underwriting into its personal loan platform to widen access for a broader mix of consumers. See our latest analysis for Pagaya Technologies. This Achieve deal lands as Pagaya’s share price sits at $22.93. Strong year to date share price returns suggest momentum is still constructive despite a sharp 90 day share price pullback and a hefty one year total shareholder...
NYSE:BAC
NYSE:BACBanks

Is It Too Late To Consider Bank of America After Its Strong Multi Year Share Price Run?

Wondering if Bank of America at around $54 is still a smart buy, or if you are turning up late to the party? This breakdown will help you decide whether the current price makes long term sense. The stock has slipped about 1.6% over the last week, but is still up 4.3% over the past month and a strong 22.5% year to date, with a 25.7% gain over the last year and more than doubling over five years. Those moves have come as investors weigh shifting macro conditions, from changing interest rate...
NasdaqGS:ABCL
NasdaqGS:ABCLLife Sciences

AbCellera (ABCL) Valuation Check After Bruker Patent Settlement, New Royalty Stream and Legal Overhang Removal

AbCellera Biologics (ABCL) just took a legal overhang off the table by signing a global settlement and patent license deal with Bruker that brings in $36 million upfront plus future royalties. See our latest analysis for AbCellera Biologics. The legal clean up helps explain why the 1 day share price return jumped 5.37 percent, even as the 90 day share price return is still down 21.73 percent. With a 23.86 percent 1 year total shareholder return versus a deeply negative 3 year total...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings (ARM) Is Down 13.3% After Analyst Downgrades And China Chip Advances Question Its AI Edge

In recent days, Arm Holdings has faced pressure after high-profile analysts at firms including Mizuho Securities and Goldman Sachs downgraded the stock, citing limited leverage to the AI cycle and challenges in its evolving business model. At the same time, China’s progress toward extreme ultraviolet lithography and semiconductor self-sufficiency has raised fresh questions about long-term competitive positioning across Arm’s ecosystem, even as some analysts still emphasize structural growth...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

MillerKnoll (MLKN) Profit Rebound Challenges Persistent Loss Narrative After Q2 2026 EPS Beat

MillerKnoll (MLKN) just posted Q2 2026 results with revenue of $955.2 million and basic EPS of $0.35, setting the stage for another closely watched quarter. The company has seen quarterly revenue move from $970.4 million in Q2 2025 to $955.2 million in Q2 2026, while basic EPS has swung from $0.49 a year ago to $0.35 this quarter. This signals a business where profitability remains in focus even as headline sales stay near the $1 billion mark. With that backdrop, investors will be zeroing in...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Enphase Energy (ENPH): Reassessing Valuation After Expanded Safe Harbor Deal With Solar Financing Partner

Enphase Energy (ENPH) just expanded a safe harbor agreement with a major third party solar financier, a deal expected to bring in about 55 million dollars between late 2025 and early 2026. See our latest analysis for Enphase Energy. That backdrop helps explain why the stock’s 1 month share price return of 22.57% looks like a rebound in progress, even though the year to date share price return and 1 year total shareholder return are both still deeply negative. This suggests sentiment is...
NYSE:HCI
NYSE:HCIInsurance

Is It Too Late To Consider HCI Group After Its 2025 Surge And Tech Expansion?

If you are wondering whether HCI Group is still a smart buy after its huge run up, or if you might be late to the party, this article will help you weigh what the current price really bakes in. The stock has climbed 1.1% over the last week, 9.4% over the last month, and a hefty 65.6% year to date. Longer term holders have seen 69.0% over 1 year, 405.4% over 3 years, and 305.1% over 5 years. This naturally raises questions about how much upside is left versus downside risk. Recent headlines...
NYSE:TRGP
NYSE:TRGPOil and Gas

Does Targa Resources Still Offer Upside After Its Huge Multi Year Price Surge?

Wondering if Targa Resources at around $178 a share is still a smart buy or if most of the upside is already priced in? You are not the only one trying to sort out whether this run has more to give. The stock has slipped about 2.5% over the last week but is still up roughly 5.0% over the past month and 3.3% over the last year, on top of a massive 160.5% 3‑year and 643.2% 5‑year gain that has completely changed how the market sees its growth and risk profile. Those moves are happening against...
NYSE:MO
NYSE:MOTobacco

Is It Too Late to Consider Altria After Strong Long Term Share Price Gains?

Wondering if Altria Group at around $58 a share is still a bargain or if the easy money has already been made? This breakdown will walk you through what the numbers are really saying about its value today. Despite a modest pullback of about 0.6% over the last week and 0.4% over the last month, the stock is still up 11.2% year to date, 16.4% over the past year and an impressive 102.9% over five years, which naturally raises the question of whether the current price still offers upside. Recent...
NYSE:HAYW
NYSE:HAYWBuilding

Is Hayward’s Earnings Beat And Guidance Hike Altering The Investment Case For Hayward Holdings (HAYW)?

Hayward Holdings recently reported quarterly results showing 7.4% year-on-year revenue growth, beating analyst and organic growth estimates and topping EBITDA forecasts. The company also delivered the largest full-year guidance increase among its peers, suggesting its pool equipment and automation business has stronger momentum than previously assumed. Now we’ll explore how this guidance upgrade and earnings beat could influence Hayward’s investment narrative and future earnings...
NYSE:ELME
NYSE:ELMEResidential REITs

Elme Communities (ELME): Reassessing Valuation After $1.6 Billion Asset Sale and New DSC Meridian Stake

DSC Meridian Capital’s fresh stake in Elme Communities (ELME) comes shortly after Elme’s roughly $1.6 billion sale of 19 multifamily properties, a move that is sharpening investor focus on underlying asset value. See our latest analysis for Elme Communities. With the portfolio sale reframing Elme as a leaner multifamily REIT, the stock’s roughly 15 percent year to date share price return and near 20 percent one year total shareholder return suggest that momentum is quietly rebuilding as...
NYSE:CUBI
NYSE:CUBIBanks

Customers Bancorp (CUBI): Taking Stock of Valuation After Strong Recent Share Price Gains

Customers Bancorp (CUBI) has been quietly rewarding patient shareholders, with the stock climbing about 20% over the past month and more than 60% this year. This performance is prompting a closer look at what is driving the move. See our latest analysis for Customers Bancorp. At around $77.91 per share, Customers Bancorp’s strong recent 1 month share price return sits on top of an already impressive multi year total shareholder return record. This may indicate that momentum is still building...
NYSE:SHAK
NYSE:SHAKHospitality

How Investors Are Reacting To Shake Shack (SHAK) Turning Free Cash Flow Positive After JPMorgan Upgrade

Earlier this week, JPMorgan upgraded Shake Shack from Underweight to Neutral, citing the chain’s evolution into a free cash flow positive business and a stronger financial profile. The shift to generating free cash flow marks an important milestone for Shake Shack, potentially giving the company more flexibility to fund its ambitious expansion plans. Next, we’ll explore how this newfound free cash flow strength could influence Shake Shack’s longer-term investment narrative and growth...
NasdaqGS:MBX
NasdaqGS:MBXPharmaceuticals

A Look at MBX Biosciences (MBX) Valuation After Goldman Sachs’ Bearish Initiation of Coverage

MBX Biosciences (MBX) slipped onto more traders radars after Goldman Sachs launched coverage with a bearish stance, questioning how much value the company can prove beyond its lead hormone therapy canvuparatide. See our latest analysis for MBX Biosciences. Despite Goldman’s cautious view, MBX’s recent 1 day share price return of 3.5 percent to 28.67 dollars comes after a powerful 90 day share price return of 186.7 percent and 1 year total shareholder return of 40.8 percent, suggesting...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Repligen (RGEN): Assessing Valuation After New Chromatography Resins Expand Its Gene Therapy Toolkit

Repligen (RGEN) just widened its bioprocessing toolkit with three new chromatography resins aimed at gene therapy workflows, a move that quietly matters for both long term growth expectations and the stock’s quality story. See our latest analysis for Repligen. Repligen’s new resin launches land after a bumpy stretch, with a strong 90 day share price return of 28.96 percent off a softer year to date base. However, the 1 year total shareholder return of 7.63 percent still masks a weaker multi...
NasdaqGS:BEAM
NasdaqGS:BEAMBiotechs

Beam Therapeutics (BEAM): Reassessing Valuation After New BEACON risto-cel Data in Sickle Cell Disease

Beam Therapeutics (BEAM) just updated investors on new safety and efficacy results from its BEACON Phase 1/2 trial in sickle cell disease, and the stock is reacting to what this means for future commercialization. See our latest analysis for Beam Therapeutics. The latest BEACON update lands after a choppy year, with a 24.74% 1 month share price return but a 1 year total shareholder return of negative 9.79%. This suggests that near term momentum is improving even as longer term holders remain...
NYSE:KW
NYSE:KWReal Estate

Kennedy-Wilson (KW): Assessing Valuation After $306 Million Harborside 8 Multifamily Loan Commitment

Kennedy Wilson (KW) is drawing fresh attention after providing a $306 million senior non recourse construction loan for the Harborside 8 multifamily tower in Jersey City, a sizable bet on high demand rental housing. See our latest analysis for Kennedy-Wilson Holdings. That push into high demand multifamily lending comes as Kennedy-Wilson Holdings’ share price has quietly delivered a 14.27% 90 day share price return, while its 1 year total shareholder return of 3.86% masks a still weak 3 year...
NYSE:MPLX
NYSE:MPLXOil and Gas

Did MPLX’s (MPLX) Northwind Deal and Board Shift Just Redefine Its Midstream Risk Profile?

MPLX LP recently expanded its midstream footprint with the acquisition of Northwind Midstream, completed a US$1.00 billion asset sale to Harvest Midstream, and earlier reported Q3 2025 earnings that exceeded analyst expectations. The appointment of Maria A. Khoury to the MPLX GP LLC board, coinciding with her move to Marathon Petroleum as CFO in January 2026, underscores tighter financial alignment between the partnership and its parent at a time of active portfolio reshaping. We’ll now...
NYSE:TIC
NYSE:TICProfessional Services

Should Permian’s Big Third‑Quarter Buy of TIC Solutions (TIC) Require Action From Investors?

In the third quarter, Dallas-based Permian Investment Partners lifted its holding in TIC Solutions, Inc. by nearly 4.9 million shares, making the company about 21.9% of its reportable assets and its largest portfolio position. This sizable institutional commitment highlights confidence in TIC Solutions' recurring, compliance-driven business model and its improved cost synergy targets despite earlier volatility. We'll now examine how Permian's enlarged TIC Solutions stake, signaling...
NasdaqGM:AVDL
NasdaqGM:AVDLPharmaceuticals

Assessing Avadel Pharmaceuticals (AVDL) Valuation After a Strong 1-Year Share Price Rally

Avadel Pharmaceuticals (AVDL) has quietly turned into one of those under the radar movers, with the stock nearly doubling this year even after a recent pullback over the past month. See our latest analysis for Avadel Pharmaceuticals. With the share price now at $21.42, Avadel’s roughly 32% 3 month share price return and 107.76% 1 year total shareholder return suggest momentum is still building as investors reassess its growth runway and risk profile. If Avadel’s run has you rethinking your...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Is Equinix Stock Now Attractive After a 21% Year to Date Decline in 2025

If you have been wondering whether Equinix at around $744 a share is a bargain or a value trap, you are not alone. This article is going to walk through what the numbers are really saying. The stock is down about 0.8% over the last week and 2.7% over the last month, adding to a tougher stretch with returns of roughly 21.2% lower year to date and 17.9% lower over the past year, even though it is still up 20.4% over three years and 16.1% over five years. That mixed performance comes as...
NYSE:BORR
NYSE:BORREnergy Services

Assessing Borr Drilling (NYSE:BORR) After Five-Rig Noble Deal, Equity Raise and Planned Oslo Dual Listing

Borr Drilling (NYSE:BORR) just made a big move, agreeing to buy five premium jack up rigs from Noble and supporting the deal with fresh equity, new debt, and a push toward dual listing. See our latest analysis for Borr Drilling. The acquisition news lands after a volatile spell, with a 30 day share price return of 23.23 percent and a five year total shareholder return of 121.15 percent. This suggests long term momentum remains broadly constructive despite bumps along the way. If this kind of...
NYSE:LRN
NYSE:LRNConsumer Services

Does “Ghost Student” Fraud Allegations Upend Stride’s Reported Enrollment Story And Change The Bull Case For Stride (LRN)?

In recent months, multiple law firms have filed securities class action lawsuits against Stride, Inc., alleging inflated enrollment figures using “ghost students,” compliance failures, and suppression of whistleblowers between October 22, 2024 and October 28, 2025. These coordinated legal actions focus sharply on whether Stride’s reported enrollment metrics and operational practices accurately reflected the health and integrity of its underlying business. Next, we’ll examine how these fraud...