NYSE:TEL
NYSE:TELElectronic

Is It Too Late To Consider TE Connectivity After Its 63% YTD Surge In 2025?

Wondering if TE Connectivity is still worth buying after its big run up, or if you are turning up late to the party? This piece will walk through what the current price is really baking in. Even after a small pullback of around -1.8% over the last week and -3.0% over the past month, the stock is still up an impressive 63.7% year to date and 55.7% over the last year, more than doubling over three years and five years. Recent market interest has been shaped by TE Connectivity's positioning in...
NYSE:JXN
NYSE:JXNDiversified Financial

Is It Too Late To Consider Jackson Financial After Its 259% Three Year Surge?

If you are wondering whether Jackson Financial at around $105 is still good value after its huge run, or if the easier gains have already been made, this breakdown will help you size up the opportunity with a cool head. The stock has climbed 7.7% over the last week, 12.0% in the past month, and is now up 20.6% year to date and 258.8% over three years. This naturally raises questions about how much upside is left versus the risk of a pullback. Recently, investors have been paying closer...
NYSE:WST
NYSE:WSTLife Sciences

West Pharmaceutical Services (WST) Valuation Check After 19% Year-to-Date Share Price Decline

West Pharmaceutical Services (WST) has been drifting lower this year, and with the stock down about 19% year to date, investors are starting to revisit the story with a fresh valuation lens. See our latest analysis for West Pharmaceutical Services. The recent pullback has come despite steady underlying growth, with the 90 day share price return of 3.89% only partially offsetting the 18.52% year to date share price decline and softer 1 year total shareholder return of 18.67%. This suggests...
NYSE:GPI
NYSE:GPISpecialty Retail

Group 1 Automotive (GPI): Assessing Valuation After the Recent Share Price Pullback

Group 1 Automotive (GPI) has quietly delivered strong multi year returns, even as the stock has slipped about 3% over the past day and 11% over the past 3 months. That disconnect has value investors taking a closer look. See our latest analysis for Group 1 Automotive. At around $413.74, the recent pullback in Group 1 Automotive’s share price contrasts with its substantial three and five year total shareholder returns. This suggests that momentum has cooled a little, even as the longer term...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Is Huntington (HBAN) Using Rate Cuts and Preferred Payouts to Quietly Rebalance Its Growth Playbook?

In early December 2025, Huntington Bancshares reduced its prime rate from 7% to 6.75%, following an earlier cut in October, and its board has declared a US$356.25 per-share quarterly dividend on its 5.70% Series I Non-Cumulative Perpetual Preferred Stock, payable in March 2026. This prime rate cut directly lowers borrowing costs for customers on variable-rate products and offers fresh insight into how Huntington is positioning its balance sheet and loan growth priorities amid changing...
NYSE:PSN
NYSE:PSNProfessional Services

Is The Recent 30% Drop In Parsons A Buying Opportunity In 2025?

Investors may be wondering if Parsons at around $63 is starting to look like value after its run up over the last few years, or if it is still pricing in too much optimism. The stock has pulled back sharply, down about 5% over the last week, 26.7% over the past month, and 30% year to date, even though it is still up roughly 80.3% over five years. That reversal comes as investors respond to shifting sentiment around government and critical infrastructure spending, along with a broader...
NYSE:YEXT
NYSE:YEXTSoftware

Does Recent Price Volatility Create an Opportunity in Yext in 2025?

Wondering if Yext is actually a bargain or just another volatile tech name? You are not alone, and that is exactly what we are going to unpack here. The stock is up a solid 27.8% over the last year despite a -6.3% slip in the past week and a -4.3% dip over the last month, which hints that sentiment is still cautiously optimistic after a tough 5 year stretch of -47.8%. Recently, Yext has stayed in the conversation as investors reassess digital search and AI driven marketing tools, especially...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Reassessing IDEXX Laboratories (IDXX) Valuation After Fresh Bullish Analyst Coverage and Global Growth Momentum

Barclays just kicked off coverage on IDEXX Laboratories (IDXX) with a favorable view, adding to a run of upbeat analyst calls as the company leans into global expansion and rising demand for its diagnostics platform. See our latest analysis for IDEXX Laboratories. That upbeat backdrop comes after a sharp re-rating, with the share price now at $704.2. Despite a slightly negative 30 day share price return, a strong year to date share price gain and robust multi year total shareholder returns...
NYSE:MKL
NYSE:MKLInsurance

Is Markel Group’s (MKL) Retreat From Reinsurance Quietly Redefining Its Berkshire-Style Playbook?

In recent months, Markel Group Inc., led by CEO Tom Gayner, has sharpened its insurance focus by exiting loss-making reinsurance, tightening underwriting standards, and prioritizing higher-margin specialty lines while expanding internationally, where operations now generate about a quarter of gross written premiums. An important angle for long-term investors is the combination of this refocus with meaningful insider stock ownership, which signals strong management alignment as Markel leans...
NYSE:NATL
NYSE:NATLDiversified Financial

NCR Atleos (NATL): Assessing Valuation After Expanding Allpoint Deposit Access Across Tennessee and Nationwide

NCR Atleos (NATL) is in focus after expanding its Allpoint Network, enabling Knoxville TVA Employees Credit Union members to make cash deposits at 3,500 branded ATMs nationwide, including new deposit locations across Tennessee. See our latest analysis for NCR Atleos. NCR Atleos shares now trade at $38.71, and that Knoxville TVA deal helps explain why the year to date share price return of 13.62 percent and 1 year total shareholder return of 16.46 percent point to gradually improving momentum...
NasdaqGM:HLMN
NasdaqGM:HLMNMachinery

Did Stifel’s Renewed Optimism on Hillman’s Margins and Valuation Discount Just Shift HLMN’s Investment Narrative?

On December 3, 2025, Stifel reiterated its Buy rating on Hillman Solutions, describing the company as a leading hardware-products distributor with strong gross profit margins and resilience in a flat home improvement market. Analysts also emphasized Hillman’s discounted valuation relative to peers, arguing this gap, combined with its position to benefit from a future home improvement recovery, underpins a more constructive long-term view. We’ll now examine how renewed analyst confidence in...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile US Now An Opportunity After Recent Share Price Pullback?

Wondering if T-Mobile US at around $195 a share is starting to look like a deal, or if the market still has it about right? You are not alone, as plenty of investors are asking the same thing. The stock has slid recently, with returns of around -6.9% over the last week, -8.2% over the last month, and -11.1% year to date. However, the 3-year and 5-year returns of 41.9% and 53.1% still point to a longer-term success story. Part of that pullback reflects shifting sentiment across telecoms as...
NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Is Innodata’s AI Fueled Surge Justified After 1706.9% Three Year Gain?

If you are wondering whether Innodata is still a smart buy after its huge run, or if most of the upside is already priced in, you are not alone in trying to figure out what this stock is really worth. Despite pulling back around 9.3% over the last week and 15.4% over the past month, Innodata is still up an eye catching 32.7% year to date, 51.9% over the last year, and 1706.9% over three years and 927.5% over five years. That kind of performance has coincided with growing enthusiasm around AI...
NYSE:SBR
NYSE:SBROil and Gas

Sabine Royalty Trust (SBR): Valuation Check After New Production Update and Cash Distribution Announcement

Sabine Royalty Trust (SBR) just paired fresh December production figures with a new cash distribution, giving income-focused investors a clear snapshot of both current output and near term payout momentum. See our latest analysis for Sabine Royalty Trust. Despite the latest update, Sabine Royalty Trust’s unit price has eased back to $69.03, with softer recent share price returns but a still solid one year total shareholder return suggesting momentum is cooling rather than collapsing. If...
NYSE:DD
NYSE:DDChemicals

What DuPont de Nemours (DD)'s Qnity Spin-Off and US$2 Billion Buyback Mean For Shareholders

DuPont de Nemours has completed the separation of its electronics division into Qnity Electronics, Inc., reported strong third-quarter results driven by higher volumes, and launched a US$2.00 billion share repurchase program amid ongoing operational improvements. This combination of portfolio reshaping, volume-led earnings strength, and capital returns signals a clearer focus on healthcare and water businesses as future growth engines. We’ll now examine how the Qnity spin-off and new US$2.00...
NYSE:ESS
NYSE:ESSResidential REITs

Essex Property Trust (ESS) valuation after $350m senior notes deal and plans for debt reduction and future growth

Essex Property Trust (ESS) just tapped the bond market, issuing 350 million dollars of 4.875% senior notes due 2036. The company aims to tidy up near term debt and keep some dry powder for future deals. See our latest analysis for Essex Property Trust. That backdrop helps explain why, despite a 1 month share price return of just over 1% and a recent dividend affirmation, Essex’s 1 year total shareholder return is still negative, even though its 3 year total shareholder return remains firmly...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

Should BioMarin’s Cost Cuts, Roctavian Exit, and Pipeline Shifts Require Action From BMRN Investors?

Earlier this month, BioMarin Pharmaceutical’s CEO reported that the company’s US$500 million cost transformation program is about two-thirds complete and reiterated an ambition to reach a 40% non-GAAP operating margin next year, while also reshaping the portfolio through workforce reductions and discontinuation of the Roctavian program. At the same time, analysts have raised concerns about rising competition in achondroplasia and potential gaps in BioMarin’s pipeline, even as they...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

What Boot Barn Holdings (BOOT)'s Bullish Goldman Sachs Coverage and Store Expansion Push Means For Shareholders

Earlier this week, Goldman Sachs initiated coverage on Boot Barn Holdings with a positive rating and a US$225 price objective, highlighting the retailer’s expanded target for new store openings and its recent milestone of surpassing 500 locations across the United States. The firm’s view that Boot Barn could outperform sales expectations by accelerating store expansion underscores how brick‑and‑mortar growth remains central to the company’s trajectory despite broader retail shifts. We’ll now...
NYSE:EVTL
NYSE:EVTLAerospace & Defense

Why Vertical Aerospace (EVTL) Is Down 14.9% After Revealing Its Valo eVTOL And New Air-Taxi MoUs

On 10 December 2025, Vertical Aerospace revealed its next-generation Valo eVTOL aircraft and announced MoUs and partnerships with Héli Air Monaco, Skyports Infrastructure and Bristow Group to develop zero-operating-emission air-taxi routes in Europe and the UK. Together, these agreements move Vertical closer to commercial operations by pairing its new aircraft with operators, infrastructure providers and planned high-value routes such as Monaco–Nice and Canary Wharf–Heathrow. With the shares...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer (PAYO) valuation check as it adopts Oscilar’s AI platform to modernize fraud and risk intelligence

Payoneer Global (PAYO) just tapped Oscilar to overhaul fraud and risk intelligence across its core payment rails, leaning into AI driven analytics to tighten controls and potentially sharpen margins over time. See our latest analysis for Payoneer Global. The Oscilar partnership lands as Payoneer’s share price sits at $5.96 and a recent 7 day share price return of 4.93 percent contrasts with a much weaker year to date share price return of minus 41.28 percent. This suggests long term holders...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Century Aluminum (CENX): Reassessing Valuation After Strong Multi-Year Share Price Gains

Century Aluminum (CENX) has quietly turned into one of the stronger performers in the materials space, with the stock up roughly 21% over the past 3 months and 76% year to date. See our latest analysis for Century Aluminum. At a share price of $31.56, Century Aluminum’s 90 day share price return of about 21% and 76% year to date sit alongside a 3 year total shareholder return of roughly 332%. Together, these figures suggest meaningful momentum as investors reassess its growth and risk...
NYSE:YOU
NYSE:YOUSoftware

Assessing Clear Secure (YOU) After CMS Contract and Growing Healthcare Identity Momentum

Clear Secure (YOU) just landed a high profile contract with the Centers for Medicare & Medicaid Services, plugging its CLEAR1 identity platform into Medicare.gov and pushing the stock to fresh multi year highs. See our latest analysis for Clear Secure. That CMS win caps a stretch of upbeat news, from new digital health partnerships to fresh airport lane openings. Investors have taken notice, with a roughly 52% year to date share price return and a 60% one year total shareholder return...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Too Late to Consider Carvana After Its 8,959.2% Three Year Share Price Surge?

If you are wondering whether Carvana is still a bargain or if you have already missed the big move, this article will walk through whether the current price really makes sense. Carvana's share price has moved sharply higher again, up 14.0% over the last week, 38.8% over the last month, 128.3% year to date, and an eye‑catching 8,959.2% over three years, even after a more modest 83.6% gain over the past year and 71.2% over five years. Behind these wild swings, the market has been reacting to...
NYSE:IT
NYSE:ITIT

Is Gartner’s 2025 Slump a Long Term Opportunity for Patient Investors?

If you have been wondering whether Gartner is a bargain hiding in plain sight or a stock past its prime, this breakdown will give you a clear, no nonsense view of what you are really paying for. The share price has drifted slightly higher in the short term, up 1.8% over the last week and 1.6% over the past month, but that is against a much steeper backdrop, with the stock down 51.6% year to date and 54.0% over the last year. Those moves come as investors reassess Gartner’s role in a tougher...