NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Why Sirius XM (SIRI) Is Up 7.2% After Stern Deal, New CFO, Berkshire Support – And What's Next

Sirius XM Holdings recently renewed Howard Stern's contract through 2028, appointed Zachary Coughlin as chief financial officer, and continued to receive backing from major shareholder Berkshire Hathaway, which has increased its stake while the company pursues cost cuts and ad-supported streaming partnerships. Together, these moves secure marquee content, sharpen the focus on profitability, and signal institutional confidence in Sirius XM’s efforts to reshape its audio business model. We’ll...
NYSE:ABG
NYSE:ABGSpecialty Retail

Is Asbury Automotive Group (ABG) Pricing Reflect Its Cash Flow And P/E Potential?

If you are looking at Asbury Automotive Group and wondering whether the current share price reflects its true value, you are in the right place for a clear valuation checkup. The stock last closed at US$250.65, with reported returns of 7.8% over 7 days, 5.4% over 30 days, 6.8% year to date, 3.6% over 1 year, 29.5% over 3 years and 51.6% over 5 years. This gives investors some context before comparing price to value. Recent news around Asbury Automotive Group has focused on its position...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Neogen (NEOG) Returns To Quarterly Profitability Challenging Persistent Bearish Loss Narratives

Neogen (NEOG) has just put Q2 2026 under the microscope with total revenue of US$209.2 million and basic EPS of US$0.17, providing a clear snapshot of where the business sits after a stretch of heavy losses. The company has seen quarterly revenue move from US$216.9 million in Q1 2025 to US$231.3 million in Q2 2025, then US$220.98 million in Q3 and US$225.5 million in Q4 2025 before landing at US$209.2 million in Q1 2026. Over the same periods, basic EPS went from a loss of US$0.06 to losses...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Assessing Legend Biotech (LEGN) Valuation After Oppenheimer Coverage And 2026 Profitability Outlook

Legend Biotech (LEGN) moved higher after Oppenheimer initiated coverage, highlighting Carvykti’s performance compared with other CAR-T therapies and noting profitability expectations for 2026 ahead of the company’s J.P. Morgan Healthcare Conference presentation. See our latest analysis for Legend Biotech. At a share price of $23.03, Legend Biotech’s 1-day and 7-day share price returns of 1.36% and 5.93% sit against a 90-day share price return of 27.35% decline and a 1-year total shareholder...
NYSE:PAR
NYSE:PARSoftware

Is PAR Technology (PAR) Attractive After Multi Year Share Price Weakness?

If you are wondering whether PAR Technology at around US$37.19 is priced attractively or not, you are in the right place for a clear look at what that tag might actually represent. The stock has seen mixed returns, with gains of 2.5% over the last week, 4.6% over the last month and 4.1% year to date, set against a 45.4% decline over the past year and 46.9% over five years. This raises questions about how the market currently views its risk and potential. Recent attention around PAR...
NYSE:KLAR
NYSE:KLARDiversified Financial

Is Klarna (KLAR) Turning Consumer Debt Anxiety Into a Lasting Brand Advantage?

In late 2025, Klarna, the global digital bank and flexible payments provider, released survey results showing many Americans struggle to understand and manage post-holiday credit card bills, including how much they owe and how long repayment will take. The company used these findings to position its buy now, pay later products as offering clearer budgeting and greater control than traditional revolving credit cards, directly addressing consumer anxiety around debt. With Klarna spotlighting...
NYSE:JEF
NYSE:JEFCapital Markets

Jefferies (JEF) Margin Slippage To 8.6% Challenges Bullish Earnings Growth Narratives

Jefferies Financial Group (JEF) has wrapped up FY 2025 with fourth quarter revenue of US$2.1 billion and net income from continuing operations of US$195.3 million, while earnings from discontinued operations came in at a loss of US$4.4 million. The company has seen quarterly revenue move from US$1.96 billion in Q4 2024 to US$2.07 billion in Q4 2025, and trailing 12 month net income from continuing operations sit at US$635.2 million. This sets the backdrop for how investors weigh the latest...
NYSE:GIS
NYSE:GISFood

Can Pillsbury’s Fan-Focused Bake-Off Revive General Mills’ Brand Edge Around Big-Game Snacking (GIS)?

Recently, General Mills’ Pillsbury brand announced the four finalists for the 53rd Pillsbury Bake-Off® Contest, inviting fans nationwide to vote on their favorite Sweet vs. Savory game day recipes ahead of the Big Game. This contest, featuring the Pillsbury Doughboy and football personality Donna Kelce, amplifies consumer engagement and brand visibility at a key snacking occasion. Next, we’ll examine how this fan-driven Bake-Off spotlight fits into General Mills’ broader investment narrative...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Genentech Licensing Deal For Oral Obesity Drug CT-996 Might Change The Case For Investing In Structure Therapeutics (GPCR)

In early January 2026, Structure Therapeutics’ subsidiary Gasherbrum entered a non-exclusive patent license agreement granting Genentech rights to support development and commercialization of CT-996, including a US$100,000,000 upfront payment and future royalties on net sales. This deal lets Genentech advance GLP-1 obesity treatment efforts while Structure retains control over its internal programs, highlighting rising industry interest in oral weight-loss therapies. Against this backdrop,...
NYSE:OSK
NYSE:OSKMachinery

Is Oshkosh (OSK) Quietly Recasting Its Moat Around Construction Robotics And Safety-Centric Automation?

Oshkosh Corporation recently showcased a suite of AI-, autonomy-, connectivity- and electrification-enabled vehicles and equipment at CES 2026, and expanded its intelligent construction portfolio by acquiring the core robotics technology from Canvas, including a robotic drywall finishing system and compact micro scissor lifts for data center job sites. The company’s award-winning Collision Avoidance Mitigation System, AI-powered waste-handling robot HARR-E, and electrified Striker Volterra...
NasdaqGS:RGP
NasdaqGS:RGPProfessional Services

Resources Connection (RGP) Q2 Loss Deepens Bearish Narrative On Turnaround Prospects

Resources Connection (RGP) has just posted Q2 2026 results with revenue of US$117.7 million and a basic EPS loss of US$0.38, alongside a net loss of US$12.7 million. Over the past six quarters, revenue has moved from US$145.6 million in Q2 2025 to US$117.7 million in Q2 2026. Quarterly EPS has ranged from a loss of US$2.23 in Q4 2025 to a loss of US$0.07 in Q1 2026, and trailing twelve month EPS now sits at a loss of US$4.01 on revenue of US$506.7 million. With losses still weighing on...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Corsair’s AI-Driven Stream Deck Ecosystem Could Be A Game Changer For Corsair Gaming (CRSR)

Corsair Gaming recently used CES 2026 to showcase an expanded ecosystem that links high-performance gaming hardware, Stream Deck workflow controls, and early Model Context Protocol support, while also emphasizing local AI computing for performance, security, and real-time responsiveness. An especially interesting highlight was the CES Innovation Award–winning GALLEON 100 SD, which fuses a full-size mechanical keyboard with integrated Stream Deck functionality to unify gameplay, streaming,...
NYSE:TFC
NYSE:TFCBanks

Truist’s Digital Overhaul And US$10 Billion Buyback Might Change The Case For Investing In TFC

In recent days, Truist Financial announced the rollout of electronic direct deposit switching within its digital onboarding, developed with fintech partner Atomic, and confirmed a new US$10.00 billion share repurchase program as part of its broader technology and operational transformation efforts. This combination of enhanced digital capabilities and a very large buyback authorization is prompting analysts to reassess Truist’s efficiency, capital deployment, and long-term competitiveness in...
NYSE:VZ
NYSE:VZTelecom

Is Verizon (VZ) Pricing Reflect Long Term Value After Recent Telecom Sector Headlines

Beyond whether Verizon Communications is a solid telecom name, you might be wondering if the current share price lines up with what the business could reasonably be worth. Over the last year, the stock has returned 11.4%, with a 0.4% decline over the past week and a 1.1% gain over the last month, so recent moves have been relatively modest but still meaningful for anyone tracking the story. Recent headlines around U.S. telecoms have kept attention on capital spending plans, network...
NYSE:KO
NYSE:KOBeverage

Is Coca-Cola (KO) Still Priced Fairly After Its Recent 1% Monthly Decline?

If you are wondering whether Coca-Cola's share price reflects its true worth today, you are not alone. This article walks through what the current numbers suggest about value. At a last close of US$69.37, Coca-Cola's stock has seen a 0.8% decline over the past week and a 1.0% decline over the past month, while its 1 year return sits at 15.7%. Recent headlines around Coca-Cola have focused on the company as a core consumer staples name, often highlighted in discussions about brands with...
NYSE:QSR
NYSE:QSRHospitality

Did Tim Hortons’ Olympic Deal and Earnings Beat Just Shift Restaurant Brands International's (QSR) Investment Narrative?

Restaurant Brands International’s Tim Hortons unit recently signed an eight-year partnership with the Canadian Olympic Committee and a three-year deal with the Canadian Paralympic Committee, while also reporting quarterly revenue of US$2.45 billion, up 6.9% year on year and ahead of analyst expectations. These brand-building sports partnerships, combined with stronger-than-expected sales and ongoing Burger King turnaround efforts, reinforce Restaurant Brands International’s focus on...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

Assessing uniQure (QURE) Valuation After FDA Setback On AMT-130 Approval Path

Regulatory setback reshapes the AMT-130 story uniQure (QURE) is in focus after the FDA reversed its position on using external controls for AMT-130’s approval. This decision has delayed the company’s BLA submission and increased uncertainty around its Huntington’s disease program. See our latest analysis for uniQure. At a share price of $23.15, uniQure has seen a 62.39% decline in its 3 month share price return, even though the 1 year total shareholder return is 45.41%. This suggests that...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Baidu (BIDU) Is Up 8.1% After Dubai Robotaxi Permit And Kunlunxin IPO Plan - Has The Bull Case Changed?

Baidu’s Apollo Go unit recently received Dubai’s first permit for fully driverless vehicle trials and opened its 2,000-square-meter Apollo Go Park, while Baidu is also preparing a Hong Kong IPO for its AI chip subsidiary Kunlunxin with Baidu retaining majority ownership. Together, the Dubai driverless permit and Kunlunxin listing plan highlight how Baidu is extending its AI ecosystem across both global mobility services and semiconductor hardware. We’ll now examine how Baidu’s planned...
NYSE:RPM
NYSE:RPMChemicals

RPM International (RPM) Margin Improvement Reinforces Bullish Earnings Narratives

RPM International Q2 2026 Earnings Snapshot RPM International (RPM) has just posted another solid quarter, with Q1 2026 revenue of US$2.1 billion and basic EPS of US$1.78 setting the tone for its latest Q2 2026 update, backed by trailing twelve month revenue of US$7.5 billion and EPS of US$5.38. The company has seen revenue move from US$2.0 billion and EPS of US$1.41 in Q4 2024 to US$2.1 billion and EPS of US$1.78 in Q1 2026, while net income on a trailing basis sits at US$686.0 million. With...
NYSE:TTI
NYSE:TTIEnergy Services

A Look At TETRA Technologies (TTI) Valuation As Investor Conferences Highlight Energy Services And Lithium Projects

Conference spotlight and why TETRA is on investor radar TETRA Technologies (TTI) is drawing fresh attention as senior management heads into the Needham Growth Conference and CJS Securities New Ideas for the New Year event, putting its energy services and lithium projects in front of more investors. See our latest analysis for TETRA Technologies. The upcoming conference appearances come after a period of strong momentum, with a 90 day share price return of 77.46% and a very large 5 year total...
NYSE:CNO
NYSE:CNOInsurance

Is It Too Late To Consider CNO Financial Group (CNO) After Its Strong Multi‑Year Run

Wondering if CNO Financial Group at around US$43.91 is still offering value after its strong run, or if most of the opportunity has already been priced in. The stock has returned 3.4% over the last 7 days, 9.7% over the last 30 days, 4.1% year to date, 20.3% over 1 year and more than doubled over 3 and 5 year periods. These moves sit against ongoing interest in insurers that some investors see as potential income and stability anchors, as well as periodic shifts in sentiment around...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Should Marriott’s FIFA World Cup 2026 Hotel Partnership Reshape How MAR Investors View Its Brand Moat?

Marriott Bonvoy announced in early 2026 that it had partnered with FIFA as the Official Hotel Supporter in North America for the FIFA World Cup 2026, offering fans exclusive stays, curated fan experiences, and special packages across Canada, Mexico, and the US in collaboration with Visa. This global sports partnership meaningfully elevates Marriott’s brand visibility and loyalty engagement potential across key North American markets during one of the world’s most-watched events. We’ll now...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Do Fermi’s (FRMI) Project Matador Lawsuits Reveal Deeper Governance And Disclosure Vulnerabilities?

In early January 2026, multiple law firms filed or announced securities class actions against Fermi Inc., alleging its October 2025 IPO materials and subsequent disclosures misrepresented tenant demand and funding risks tied to the Project Matador data center campus after a key $150 million tenant agreement was terminated. The lawsuits focus on whether Fermi adequately disclosed its heavy dependence on a single tenant’s financing commitment, a governance and risk-transparency issue that...
NasdaqCM:GRRR
NasdaqCM:GRRRSoftware

Gorilla Technology Group (GRRR) Valuation Check As Astrikos AI Investment Targets AI Ready Smart Infrastructure Markets

Gorilla Technology Group (GRRR) is back on investor radars after it agreed to invest in Astrikos AI, a move aimed at extending its edge computing and video analytics offerings into AI-ready smart infrastructure globally. See our latest analysis for Gorilla Technology Group. The Astrikos AI deal comes after a volatile stretch for Gorilla Technology Group, with a 7 day share price return of 19.6% following a 90 day share price return decline of 27.77%. The 3 year total shareholder return...