NYSE:CRK
NYSE:CRKOil and Gas

Is It Too Late To Consider Comstock Resources After Its Strong Five Year Run?

If you are wondering whether Comstock Resources is still a smart way to play natural gas or if the market has already priced in the story, you are in the right place. The stock has pulled back about 13.7% over the last week and is down 2.2% over the past month, but it is still up 23.6% year to date and 36.8% over the last year, with a 438.2% gain over five years. Recent moves in natural gas prices and shifting expectations around US production discipline have kept Comstock in the spotlight,...
NYSE:EMN
NYSE:EMNChemicals

Does Eastman Chemical's (EMN) Steady Dividend Hike Reveal Its True Capital Allocation Priorities?

On December 4, 2025, Eastman Chemical’s board approved a quarterly dividend increase from US$0.83 to US$0.84 per share, payable January 8, 2026, to shareholders of record on December 15, 2025. This latest lift, extending Eastman’s dividend growth streak to 16 years and backed by new cost-cutting goals, underscores management’s focus on cash generation and shareholder returns. Next, we’ll examine how the dividend increase and added 2026 cost savings targets may influence Eastman Chemical’s...
NasdaqGS:SLDP
NasdaqGS:SLDPAuto Components

Solid Power (SLDP) Valuation Revisited After Director Share Sale and Severance Plan Changes

Solid Power (SLDP) is back in focus after director Erik Anderson sold 30,000 shares and the company adjusted its Executive Change in Control and Severance Plan, raising fresh questions about leadership incentives and governance. See our latest analysis for Solid Power. Those governance tweaks are landing after a sharp run, with the share price at 5.12 and a year to date share price return of 147.34 percent. However, the recent 30 day share price return of negative 27.89 percent suggests...
NYSE:HRB
NYSE:HRBConsumer Services

Is H&R Block’s Recent 21% Slide Creating a Long Term Opportunity for Investors

Wondering if H&R Block is quietly becoming a bargain, or if the market is signaling deeper issues with the business? This breakdown will help you decide whether HRB deserves a spot on your watchlist. The stock has slipped recently, down 2.4% over the last week, 12.5% over the past month, and 21.4% year to date. However, longer term holders are still sitting on gains of 9.2% over 3 years and 209.2% over 5 years. Some of this pullback reflects shifting sentiment around consumer services and...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Is Autodesk Fairly Priced After Its Cloud Push and Mixed 2025 Growth Signals?

If you have ever wondered whether Autodesk is actually worth its current price tag, you are not alone. This article is designed to unpack what the market might be missing. The stock has been choppy lately, slipping around 2.3% over the last week and only 0.5% over the past month, but it is still up about 2.3% year to date and 50.0% over three years. This hints at a longer term growth story despite a slightly negative 1 year return of 2.4%. Recent attention on Autodesk has centered on its...
NYSE:AAT
NYSE:AATREITs

Taking Stock of American Assets Trust (AAT) After Argosy Stake and Raised FFO Guidance

American Assets Trust (AAT) just attracted a fresh $4.4 million stake from Argosy-Lionbridge Management, right after the REIT nudged its full year FFO guidance higher, a combination that naturally draws value focused investors. See our latest analysis for American Assets Trust. The new Argosy-Lionbridge stake and slightly higher FFO guidance land against a weaker backdrop, with a year to date share price return of negative 26.9 percent and a one year total shareholder return of negative 26.55...
NYSE:PRMB
NYSE:PRMBBeverage

Primo Brands (PRMB): Assessing Valuation After a 50% Share Price Slide

Primo Brands (PRMB) has quietly slid almost 50% over the past year, even as its annual revenue still edges higher and earnings swing sharply. That disconnect is exactly what has value focused investors paying closer attention. See our latest analysis for Primo Brands. Over the past year, Primo Brands’ 1 year total shareholder return of around negative 50 percent, alongside a roughly negative 35 percent 3 month share price return from about 15 dollars, suggests sentiment has been fading even...
NYSE:MMC
NYSE:MMCInsurance

Is Marsh & McLennan Still Attractive After a 15% Pullback and Mixed Valuation Signals?

Wondering if Marsh & McLennan Companies is still worth buying after a long run up, or if the market has finally pushed this blue chip too far? This article will walk through what the current share price really implies about future returns. The stock has drifted lower recently, with shares down 1.2% over the last week, 0.5% over the last month, and about 14.9% over the past year, even though the 3 year and 5 year returns of 12.5% and 64.1% still show a solid long term compounding story. That...
NYSE:FLS
NYSE:FLSMachinery

Does D1’s Bigger Bet and Rising Aftermarket Mix Change The Bull Case For Flowserve (FLS)?

Earlier this quarter, New York-based D1 Capital Partners lifted its stake in Flowserve by nearly 5.8 million shares to about 7.5 million, a position valued at roughly US$397.5 million at quarter-end. This move came alongside Flowserve reporting consistent operations, expanding margins, stronger cash generation, and a higher mix of aftermarket revenue, underscoring rising confidence in its business quality. We’ll now examine how D1’s larger ownership position and Flowserve’s margin and cash...
NYSE:TROX
NYSE:TROXChemicals

Tronox Holdings (NYSE:TROX): Valuation Check After Major Government-Backed Financing for Rare Earths Expansion

Tronox Holdings (NYSE:TROX) is back on investor radar after lining up up to $600 million in potential government backed financing to expand its rare earths supply chain across Australian mining and processing assets. See our latest analysis for Tronox Holdings. The news lands at an interesting moment for Tronox, with the latest $4.52 share price sitting well below where it started the year. This comes despite a sharp 30 day share price return of 25.21 percent, which suggests momentum may be...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Reassessing Iridium Communications After a 36% Slide and Recent Share Price Rebound

If you have been wondering whether Iridium Communications is starting to look like a bargain or just a value trap, you are not alone, and this is exactly the kind of stock where valuation really matters. The share price has bounced 7.5% over the last week and 12.7% over the past month, but it is still down 36.2% year to date and 36.6% over the last year. That suggests sentiment has shifted, but conviction is still fragile. Those moves come against a backdrop of ongoing interest in satellite...
NYSE:LOAR
NYSE:LOARAerospace & Defense

Loar’s Expanded Undrawn Credit Capacity Might Change The Case For Investing In Loar Holdings (LOAR)

On November 25, 2025, Loar Holdings Inc. amended its Credit Agreement, increasing its delayed draw term loan commitment by US$175.0 million to US$275.0 million and extending the availability period through September 30, 2026, leaving the full US$275.0 million still undrawn as of that date. This expanded and extended loan capacity, together with fresh analyst coverage positioning Loar as a high-quality aerospace aftermarket M&A compounder, enhances the company’s financial flexibility to...
NYSE:WCN
NYSE:WCNCommercial Services

What Waste Connections (WCN)'s Margin Expansion And Safety Gains Mean For Shareholders

Earlier this quarter, Waste Connections reported a stronger-than-expected earnings update, with an organic revenue beat, lower employee turnover, record low safety incidents, and roughly 80 basis points of solid waste margin expansion despite mixed results across the broader waste management sector. These operational gains, particularly the combination of improved workforce stability and safety, highlight internal efficiencies that may set Waste Connections apart from industry peers. Now...
NYSE:DOV
NYSE:DOVMachinery

Dover (DOV) Valuation Check After Q3 Beat, Margin Strength and Upgraded Earnings Guidance

Dover (DOV) is back on investors radar after its third quarter update showed steady revenue gains, faster earnings growth, and a guidance bump that points to more confidence from management heading into year end. See our latest analysis for Dover. The upbeat third quarter has clearly shifted sentiment, with the recent earnings pop and guidance raise helping drive a 7.47% 1 month share price return and reinforcing Dover’s strong 3 year total shareholder return of 44.28% despite a modest 1 year...
NasdaqGS:BLLN
NasdaqGS:BLLNHealthcare

BillionToOne (BLLN) Revenue Surge Tests Bullish Growth Narrative Despite Ongoing EPS Losses

BillionToOne (BLLN) has just put another big quarter on the board, with Q3 2025 revenue at about $62.8 million and Basic EPS of roughly -$0.20, as investors gauge how fast the top line can outrun still negative earnings. The company has seen revenue move from roughly $34.5 million in early 2024 to about $41.7 million later that year and then to $62.8 million in 2025, while Basic EPS shifted from about -$0.76 to -$1.30 and then to -$0.20 over the same stretch, setting up a story where rapid...
NYSE:APO
NYSE:APODiversified Financial

Why Apollo Global Management (APO) Is Up 10.8% After $3 Billion Natural Gas Partnership Announcement

In early December 2025, Capital Power announced it had signed an MOU with Apollo Funds to pursue U.S. merchant natural gas generation acquisitions, with up to US$3.00 billion of potential equity commitments and Capital Power operating the acquired assets and earning management and performance fees. Alongside this push into large-scale energy and data-center-linked power assets, Apollo is also extending its reach in private markets through areas such as sports ownership and retirement...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Assessing Aeva Technologies (AEVA) Valuation After Landmark Level 3 LiDAR Supply Deal with European Automaker

Aeva Technologies (AEVA) just landed a major win, being chosen as the exclusive LiDAR supplier for a top European automaker's global Level 3 vehicle platform. This development is sparking fresh attention on the stock and its long term revenue potential. See our latest analysis for Aeva Technologies. The market has been quick to respond, with a 12.78% 7 day share price return and year to date share price gains above 200 percent signaling that sentiment and growth expectations are clearly...
NYSE:NGVT
NYSE:NGVTChemicals

Has Ingevity’s 48.8% Rally in 2025 Outpaced Its Fundamental Recovery?

Wondering if Ingevity at around $58.83 is still a smart buy or if the easy money has already been made? You are not alone; this stock has quietly been drawing fresh attention from value focused investors. After a tough few years, the share price has surged, up 12.6% over the last week, 18.8% over the past month, and 48.8% year to date, even though the 3 and 5 year returns are still down 15.5% and 19.7% respectively. Part of this turnaround story reflects shifting sentiment around specialty...
NYSE:MMM
NYSE:MMMIndustrials

What 3M (MMM)'s Deutsche Bank Downgrade Amid Turnaround Efforts Means For Shareholders

In early December 2025, Deutsche Bank downgraded 3M from “Buy” to “Hold,” reflecting more cautious expectations for the company’s medium-term growth and aligning its outlook more closely with industrial peers. This shift in analyst sentiment comes even as 3M reports progress on its turnaround plan, including margin expansion and restructuring efforts such as the recent healthcare spin-off into Solventum. Against this backdrop of a more cautious Deutsche Bank rating, we’ll now examine how...
NasdaqGS:REAL
NasdaqGS:REALSpecialty Retail

Did Insider Selling Amid Strong Q3 Metrics Just Shift RealReal's (REAL) Investment Narrative?

In recent days, Manatuck Hill Partners cut its position in The RealReal by 350,000 shares and Chief Accounting Officer Steve Lo sold 62,355 shares, even as the value of Manatuck’s remaining stake rose to about US$13.6 million. Despite this steady pattern of insider selling, The RealReal’s latest Q3 results showed record growth in gross merchandise volume and revenue, stronger adjusted EBITDA, and higher free cash flow, supporting management’s more confident full-year outlook. We’ll now...
NYSE:WD
NYSE:WDDiversified Financial

How New Mixed-Income Deals And Survey Insights At Walker & Dunlop (WD) Have Changed Its Investment Story

In recent days, Walker & Dunlop arranged a comprehensive financing package for Newark’s 22 Fulton Street and a US$285,000,000 bridge loan for Brooklyn’s Greenpoint Central, while its annual survey at Affordable Housing Finance Live pointed to strong expectations for increased affordable housing investment. Together, these transactions and survey findings highlight Walker & Dunlop’s growing role at the intersection of multifamily development, affordable housing policy, and institutional...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Can Freshpet’s 55% Slide and Growth Plans Justify Today’s Price in 2025?

If you are wondering whether Freshpet is finally a bargain after its big slide, or if it is a value trap in disguise, this breakdown will help you assess whether the current share price makes sense. The stock has moved around lately, up about 2.7% over the last week and 15.3% over the past month, but it is still down roughly 55.8% year to date and 56.4% over the last year. This naturally raises questions about whether sentiment has swung too far. Recent headlines have focused on Freshpet's...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

What DraftKings (DKNG)'s Record New York Revenue and ESPN Deal Means For Shareholders

DraftKings recently reported record online sports betting revenue of US$89.1 million in New York for November and confirmed a multi-year deal making it ESPN’s official sportsbook and odds provider. These developments underline how access to a high-value market like New York, combined with ESPN’s media reach, could reshape DraftKings’ competitive position and operating scale. Against this backdrop, we’ll examine how the ESPN partnership might influence DraftKings’ investment narrative built...
NasdaqGS:DOX
NasdaqGS:DOXIT

How e& UAE’s GenAI Rollout with amAIz Could Shape Amdocs’ (DOX) Recurring Revenue Story

Earlier this week, e& UAE announced it had chosen Amdocs’ amAIz generative AI platform, built on NVIDIA AI Enterprise tools, to embed GenAI across its customer care, retail, and network operations. This rollout highlights how Amdocs is moving beyond traditional BSS/OSS into AI-driven telecom services, positioning its platform as core infrastructure for operators’ next wave of efficiency and service innovation. We’ll now examine how embedding Amdocs’ amAIz platform at e& UAE could reinforce...