NYSE:IOT
NYSE:IOTSoftware

Is Samsara (IOT) Fairly Priced After Recent Share Price Pullback?

If you are wondering whether Samsara is still reasonably priced after its recent run as an Internet of Things software name, you are not alone. This article focuses squarely on what you might be paying for each dollar of its business. Samsara shares last closed at US$34.96, with returns of a 2.8% decline over 7 days, a 22.7% decline over 30 days, a 3.1% gain year to date and an 18.5% decline over 1 year, while the 3 year return sits at a 206.1% gain. Recent coverage of Samsara has focused on...
NYSE:CMI
NYSE:CMIMachinery

Is Cummins (CMI) Quietly Recasting Its Diesel Legacy Into a Dual-Engine Energy Transition Story?

Cummins has been expanding beyond its traditional diesel engines into batteries, hydrogen fuel cells and other low-emission technologies, while still relying on its legacy power systems to generate steady revenue and support its dividend profile. This shift is drawing increased attention from long-term investors who see the combination of established cash flows and emerging clean-energy businesses as an appealing way to gain exposure to the energy transition. We’ll now explore how Cummins’...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Do NANO Nuclear Energy's (NNE) Policy Tailwinds Mask or Highlight Its Execution Risk?

In early 2026, Congress intensified its focus on nuclear energy with House Energy Subcommittee hearings aimed at easing regulatory barriers and supporting the deployment of nuclear power plants, including small modular reactors, while NANO Nuclear Energy deepened its university collaboration on its KRONOS MMR prototype. This combination of policy momentum and academic partnership highlights how NANO Nuclear Energy is positioning itself within the evolving small modular reactor ecosystem...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Is SolarEdge Technologies (SEDG) Pricing Reflect Recent Solar Sector Sentiment Shift Correctly

If you are wondering whether SolarEdge Technologies is now a value opportunity or a value trap after its volatile performance, this article will walk you through what the current price may be implying. The stock trades at US$30.78 after a 6.0% gain over the last 7 days and 4.3% over 30 days, while returns are 1.9% lower year to date and 75.0% higher over the last year, compared with much weaker 3 year and 5 year returns of 89.2% and 91.1% declines, respectively. Recent news coverage has...
NYSE:KRMN
NYSE:KRMNAerospace & Defense

Assessing Whether Karman Holdings (KRMN) Shares Look Overvalued After Recent Strong Price Momentum

Why Karman Holdings Is On Investors’ Radar Karman Holdings (KRMN) has attracted fresh attention after a recent share price move, with the stock closing at $90.41. This has prompted investors to reassess how its current valuation aligns with its fundamentals. See our latest analysis for Karman Holdings. The recent 7.64% 1 day share price return and 38.14% 30 day share price return suggest momentum has been building, with the year to date share price return of 17.64% reinforcing that shift in...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Is Plug Power (PLUG) Pricing Reflect Recent Hydrogen Ambitions Or Market Skepticism

If you are wondering whether Plug Power's current share price makes sense, you are not alone. Many investors are trying to work out what the stock is really worth today. The stock has recently shown mixed momentum, with a 21.3% return over the last 7 days and 10.6% over 30 days, while the year to date return sits at 7.2% and the 1 year return at a 10.5% decline, alongside much larger falls of 85.3% over 3 years and 96.6% over 5 years. Recent attention on Plug Power has mainly centered on its...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Is Fermi (FRMI) Mispriced After Recent Share Price Swings?

If you are wondering whether Fermi's current share price lines up with its real worth, you are not alone. That question is exactly what this article focuses on. Fermi recently closed at US$9.50, with a 17.4% gain over the last 7 days, a 37.3% decline over the past 30 days, and a 7.7% return year to date. Recent coverage around Fermi has highlighted it as a company worth watching, which has helped put the stock on more investors' radars. That extra attention often goes hand in hand with...
NYSE:LOW
NYSE:LOWSpecialty Retail

Is Lowe's (LOW) Fairly Priced After Recent Share Price Softness?

Wondering if Lowe's Companies is fairly priced or if the current share price leaves a margin of safety for you as an investor? This article focuses squarely on what you are getting for the price you pay. The stock last closed at US$246.49, with returns of 1.4% over the past 7 days, a 0.8% decline over 30 days and 2.0% over the past year. These recent moves can influence how investors view both opportunity and risk. Recent attention on Lowe's has centered on its role as a major US home...
NYSE:PSX
NYSE:PSXOil and Gas

Fresh Look At Phillips 66 (PSX) Valuation After Mixed Recent Share Price Performance

Fresh look at Phillips 66 after recent performance With no single headline event driving attention today, Phillips 66 (PSX) is drawing interest after a mixed stretch of recent returns, including a 2.4% decline over the past month and a 4.1% gain over the past 3 months. See our latest analysis for Phillips 66. At a share price of US$136.65, Phillips 66 has seen short term share price momentum cool after a recent 7 day gain. The 1 year total shareholder return of 23.1% and 5 year total...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

Can WillScot (WSC) Turn Projected Sales Declines Into a Stronger Long-Term Expansion Strategy?

In the past two years, WillScot Holdings has seen its sales stagnate, with analysts now projecting a 5.3% sales decline over the next 12 months, pointing to a tougher demand backdrop for its temporary space solutions. This shift marks a clear break from earlier growth expectations built around modular and climate-controlled offerings, forcing investors to reassess the company’s ability to sustain its long-term expansion initiatives. We’ll now examine how the projected 5.3% sales decline...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Is It Too Late To Consider Symbotic (SYM) After A 175% One Year Share Price Surge?

Wondering whether Symbotic's current share price actually lines up with its business prospects, or if expectations have just run ahead of reality? Symbotic's stock recently closed at US$70.45, with returns of 16.9% over 7 days, 18.0% over 30 days, 8.6% year to date and 175.3% over the last year, which naturally raises questions about how much future success is already priced in. Recent headlines have focused on Symbotic's role in warehouse automation and ongoing interest from major retail...
NYSE:LLY
NYSE:LLYPharmaceuticals

Should Lilly’s Nimbus Obesity Drug Alliance Reshape How Eli Lilly (LLY) Investors View Its Pipeline Strategy?

Nimbus Therapeutics recently announced a multi-year research collaboration and exclusive worldwide license agreement with Eli Lilly to develop a novel oral obesity and metabolic disease treatment, with Nimbus eligible for US$55.00 million upfront and near-term milestones and up to about US$1.30 billion in longer-term payments plus tiered royalties. The deal deepens Lilly’s bench in oral obesity therapies just as competition intensifies, allowing it to pair Nimbus’ computational chemistry...
NYSE:PRG
NYSE:PRGConsumer Finance

Is PROG Holdings (PRG) Share Price Around US$30 Signaling A Mispriced Opportunity?

Wondering if PROG Holdings at around US$30.40 is priced for opportunity or risk? This article walks through what the current share price could mean for you. The stock has recently posted a 0.4% return over 7 days, 2.8% over 30 days, 3.5% year to date, a 26.7% decline over 1 year, a 65.7% gain over 3 years and a 42.5% decline over 5 years, which gives a mixed picture of how the market has treated the company over different time frames. These moves sit against a backdrop of ongoing attention...
NasdaqGS:THRM
NasdaqGS:THRMAuto Components

Gentherm (THRM) Valuation After Institutional Buying And An Earnings Beat

Institutional buying and earnings beat put Gentherm in focus Gentherm (THRM) is back on investors’ radar after Allspring Global Investments Holdings lifted its stake by 71.2% and the company reported quarterly earnings that topped analyst expectations. See our latest analysis for Gentherm. The recent 10.5% 90 day share price return and 5.62% 30 day share price return suggest momentum is picking up from a softer backdrop, with the 1 year total shareholder return still showing a 2.73%...
NYSE:MPC
NYSE:MPCOil and Gas

Is Marathon Petroleum (MPC) Still Attractive After Recent Share Price Volatility?

If you are wondering whether Marathon Petroleum's share price still offers value after a strong multi year run, it helps to break the story into what the market has done, what is driving sentiment, and how that lines up with the numbers. The stock recently closed at US$170.42, with a 4.0% return over the past 7 days, a 10.6% decline over 30 days, and returns of 3.2% year to date, 23.0% over 1 year, 56.2% over 3 years, and a very large gain over 5 years. Recent news flow around Marathon...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Assessing Hut 8 (HUT) Valuation After Major AI And Data Center Shift With US$7b Fluidstack Deal

Hut 8 (NasdaqGS:HUT) is back in the spotlight after its Bitcoin mining roots evolved into a broader data center and AI infrastructure story, anchored by a US$7b, 15 year Fluidstack agreement. See our latest analysis for Hut 8. Investors have reacted quickly to Hut 8’s AI and data center push, with the latest share price at US$58.35, a 7 day share price return of 26.08%, a 30 day share price return of 37.52%, a 90 day share price return of 30.83%, and a 1 year total shareholder return of...
NasdaqCM:INVZ
NasdaqCM:INVZElectronic

Why Innoviz Technologies (INVZ) Is Up 35.6% After New Edge-Compressed LiDAR Integration Milestone

In early January 2026, Innoviz Technologies announced that its InnovizSMARTer LiDAR was integrated with NVIDIA’s Jetson Orin Nano and that its InnovizThree line now includes a compact sensor-fusion module combining fully colored long-range LiDAR and an RGB camera, both aimed at simplifying deployments across smart infrastructure and mobility applications. By compressing high-volume LiDAR data at the edge and factory-aligning camera and LiDAR in a single module, Innoviz is targeting lower...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Is It Time To Revisit Apple Hospitality REIT (APLE) After Recent Share Price Weakness?

If you are wondering whether Apple Hospitality REIT is attractively priced or not, starting with a clear view of what you are actually paying for its hotel portfolio can help you frame that decision. The share price recently closed at US$12.29, with returns of 2.6% over 7 days, 5.6% over 30 days, 1.9% year to date and a 9.2% decline over 1 year, compared with a 25.8% gain over 5 years and a 5.5% decline over 3 years. Recent coverage around listed hotel and lodging REITs has focused on how...
NYSE:AA
NYSE:AAMetals and Mining

Is It Too Late To Consider Alcoa (AA) After Its 77% One-Year Share Price Surge?

If you are wondering whether Alcoa's recent share price puts it at a premium or still leaves room for value, you are not alone. This article is built to help you frame that question clearly. Alcoa's stock recently closed at US$63.56, with returns of 16.9% over 7 days, 45.2% over 30 days, 12.4% year to date, 77.6% over 1 year, 24.4% over 3 years and 165.3% over 5 years. This naturally raises questions about how the current price lines up with fundamentals. These moves have unfolded as...
NYSE:CC
NYSE:CCChemicals

Chemours (CC) Faces Expanded PFAS RICO Suit In Firefighter Gear Case Is Its Risk Story Shifting?

On January 6, 2026, a Montana federal judge refused to dismiss a class-action lawsuit accusing DuPont/Chemours, 3M and others of concealing PFAS risks in firefighter turnout gear, allowing RICO and multi-state claims to proceed. The ruling keeps Chemours exposed to allegations of a coordinated effort to hide PFAS dangers, with potential equipment replacement costs for over one million firefighters estimated in the billions. We’ll now examine how this expanded PFAS litigation exposure,...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Valuation Check After Mixed Short And Long Term Shareholder Returns

Without a clear single event driving headlines, PG&E (PCG) is back on investors’ screens as they reassess the utility’s recent share performance, return profile, and current earnings power. See our latest analysis for PG&E. PG&E’s recent 1 month share price return of 6.53% stands against a 1 year total shareholder return decline of 18.52% and a 5 year total shareholder return of 34.13%. This suggests short term momentum alongside a mixed longer track record that continues to shape how...
NYSE:O
NYSE:ORetail REITs

Realty Income’s US$750 Million Convertible Notes And Buyback Might Change The Case For Investing In O

In early January 2026, Realty Income Corporation completed a US$750,000,000 private Rule 144A offering of 3.500% senior unsecured, callable and convertible notes due January 15, 2029, priced at 100% of principal. The transaction not only adds flexible, unsecured capital for debt repayment and property growth but also includes a concurrent repurchase of about 1.8 million shares, reflecting management’s willingness to balance funding needs with equity dilution. We’ll now examine how this...
NYSE:BRO
NYSE:BROInsurance

Court-Ordered Pause on Howden Raid Could Be A Game Changer For Brown & Brown (BRO)

In late December, a Massachusetts Superior Court judge issued a temporary restraining order in Brown & Brown’s lawsuit accusing rival Howden US Services and 28 former employees of orchestrating an “employee raid” that allegedly lured away about 200 staff members. The order bars Howden and the named individuals from recruiting current Brown & Brown employees or soliciting its insurance customers while the case proceeds. The case has drawn wider industry attention because Brown & Brown’s...
NYSE:IBP
NYSE:IBPConsumer Durables

Is Installed Building Products (IBP) Pricing Too High After Strong Multi‑Year Share Gains?

If you are wondering whether Installed Building Products at around US$275.78 is a fair price or a stretch, you are in the right place for a clear look at what that tag might really represent. The stock has posted returns of 4.3% over the last 7 days, 2.8% over the last 30 days, 3.1% year to date, 61.4% over 1 year, 212.2% over 3 years and 171.5% over 5 years, which naturally raises questions about how much of this performance is already reflected in the current valuation. Recent coverage has...