NasdaqCM:SLS
NasdaqCM:SLSBiotechs

SELLAS Life Sciences (SLS) Is Up 15.5% After Encouraging Phase 2 Data In High-Risk AML

SELLAS Life Sciences Group recently reported Phase 2 data showing that its CDK9 inhibitor SLS009, combined with azacitidine and venetoclax, achieved a 46% overall response rate and extended median survival in heavily pretreated relapsed or refractory AML-MR patients, with no dose-limiting toxicities or treatment-related deaths observed. An especially important finding was the strong activity in patients with high-risk ASXL1 and TP53 mutations and in those with only one prior line of therapy,...
NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM) Is Up 11.3% After Positive Prader-Willi Data And Pipeline Expansion - Has The Bull Case Changed?

Rhythm Pharmaceuticals recently announced positive preliminary data from an exploratory Phase 2 trial of setmelanotide in Prader-Willi syndrome, reporting reductions in BMI and hyperphagia and indicating plans to advance to a Phase 3 registrational study. The company is also extending its Prader-Willi program with a Phase 1, Part D study of weekly MC4R agonist RM-718, signaling a broader, multi-asset approach to this rare obesity indication. Next, we’ll examine how setmelanotide’s...
NYSE:BURL
NYSE:BURLSpecialty Retail

Burlington (BURL) Valuation Check After Boosted 2026 Store Expansion Target and Joann Lease Opportunity

Burlington Stores (BURL) is getting fresh attention after management nudged its 2026 expansion plans higher, lifting the target to 110 net new stores, supported by 45 leases picked up from Joann Fabrics’ bankruptcy. See our latest analysis for Burlington Stores. The expansion news lands at a mixed moment for the stock, with a recent 7 day share price return of 4.9% helping to offset a weaker year to date share price return and a modestly negative 1 year total shareholder return. At the same...
NYSE:NSC
NYSE:NSCTransportation

Did Deutsche Bank’s Cautious Downgrade and Short Covering Just Shift Norfolk Southern's (NSC) Investment Narrative?

In recent days, Deutsche Bank downgraded Norfolk Southern to a Hold rating, signaling increased caution around the railroad operator’s outlook and operations. At the same time, a meaningful reduction in short interest suggests some bearish investors have scaled back their positions, hinting at a shift in market sentiment. We’ll now examine how Deutsche Bank’s downgrade may influence Norfolk Southern’s existing investment narrative and future risk‑reward balance. Uncover the next big thing...
NYSE:LEA
NYSE:LEAAuto Components

How Investors May Respond To Lear (LEA) Automation-Led Margin Gains And Diverging Analyst Views

Earlier this month, several analysts upgraded Lear Corporation after management indicated fourth-quarter 2025 results should land at the upper end of guidance and flagged a return to positive revenue and earnings growth next year, supported by reshoring, deeper Chinese OEM exposure and automation-led cost savings. At the same time, one major bank downgraded its rating, so the overall picture now reflects growing optimism around Lear’s operational improvements while still highlighting...
NasdaqGM:KEQU
NasdaqGM:KEQUMedical Equipment

Kewaunee Scientific (KEQU) Margin Deterioration Tests Bullish Undervaluation Narrative After Q2 2026 Results

Kewaunee Scientific (KEQU) has just turned in a mixed Q2 2026 scorecard, posting revenue of about $70.1 million and EPS of $0.85 as profitability continues to reflect a narrower net margin profile than a year ago. The company has seen quarterly revenue move from $47.8 million in Q2 2025 to $70.1 million in Q2 2026, while quarterly EPS has swung between $0.47 and $1.70 over the same stretch, underscoring how choppy earnings have become as margins compressed from last year’s levels. See our...
NYSE:GEO
NYSE:GEOCommercial Services

Does GEO Group’s (GEO) Legal Leadership Transition Reveal Its Long‑Term Regulatory Strategy?

Earlier this month, The GEO Group Inc. announced that long‑time Senior Vice President, Legal Services, General Counsel, and Corporate Secretary Joe Negron will retire effective December 31, 2025, after serving in his current roles since 2019, and will remain as a consultant on legal, regulatory, and compliance matters for two years starting January 1, 2026. This transition keeps Negron’s institutional and regulatory expertise tied to GEO as investor attention increasingly centers on the...
NasdaqGS:DAKT
NasdaqGS:DAKTElectronic

Daktronics (DAKT): Reassessing Valuation After Strong Q2 Momentum and Leadership Transition

Daktronics (DAKT) just stacked several important updates into one quarter, combining solid Q2 sales and order growth with a deeper product backlog, a new CEO on deck, and expanded manufacturing capacity. See our latest analysis for Daktronics. That operational momentum is starting to show up in the market too, with the share price at around $20.51 and a robust year to date share price return of roughly 23%, building on a remarkable three year total shareholder return above 700%. If Daktronics...
NYSE:CLF
NYSE:CLFMetals and Mining

Is Cleveland-Cliffs Stock Still Attractive After a 40.6% Surge in 2025?

If you are wondering whether Cleveland-Cliffs at around $13.41 is a bargain or a value trap right now, you are not alone. This breakdown is designed to help you cut through the noise. The stock has risen about 5.2% over the last week and 31.5% over the past month, and is now up 40.6% year to date, even though longer-term returns over 3 and 5 years remain slightly negative. Recent headlines have focused on shifting steel demand expectations, ongoing trade policy discussions, and...
NasdaqGS:CPB
NasdaqGS:CPBFood

Is Campbell Soup Now a Bargain After Its 32% Share Price Slide?

Wondering if Campbell's dip has finally turned this pantry staple into a genuine value opportunity, or if it is a value trap in disguise? The stock has slid about 3.2% over the last week and roughly 9.9% over the past month, capping off a much steeper slide of around 32.4% year to date and 30.8% over the last year. Recent headlines have focused on shifting consumer spending habits, with shoppers trading between brand names and private labels, as well as ongoing debates about how inflation...
NasdaqGS:MOMO
NasdaqGS:MOMOInteractive Media and Services

Hello Group (NasdaqGS:MOMO) Margin Compression Reinforces Bearish Community Narrative After Q3 2025 Results

Hello Group (NasdaqGS:MOMO) just posted its Q3 2025 scorecard, with revenue of CNY 2.7 billion and EPS of CNY 2.10 setting the tone after a volatile first half that included a negative EPS print. The company has seen revenue hold in a tight band between about CNY 2.5 billion and CNY 2.7 billion over the last six quarters, while quarterly EPS has swung from CNY 2.58 and CNY 2.20 levels in 2024 to a mix of positive and negative readings in 2025. This puts the spotlight squarely on how durable...
NYSE:RIG
NYSE:RIGEnergy Services

Is Transocean a Bargain After Recent Share Price Volatility and Mixed Valuation Signals?

If you have ever wondered whether Transocean at around $4.28 is a bargain or a value trap, you are exactly who this breakdown is for. The stock is up 8.4% year to date and 8.6% over the last 12 months, but that ride has been choppy, with a 3.4% dip in the last week and only a modest 1.2% gain over the past month, which tells you sentiment is still undecided. Recent moves have been driven less by company specific headlines and more by shifting expectations around offshore drilling demand,...
NasdaqGM:LOVE
NasdaqGM:LOVEConsumer Durables

Lovesac (LOVE) Q3 2026 Loss Undercuts Margin-Expansion Bull Case and Rich 25x P/E Narrative

Lovesac (LOVE) just posted its Q3 2026 numbers, with revenue at about $150 million and basic EPS of -$0.72, alongside a trailing twelve month EPS of $0.49 that reflects modest overall earnings progress over the past year. The company has seen quarterly revenue move between roughly $138 million and $161 million over the last few periods, while quarterly EPS has swung from -$0.73 to $2.31 and back into the red, underscoring a business where profitability is still choppy even as the longer term...
NYSE:BALL
NYSE:BALLPackaging

Is Ball Turning Into a Value Opportunity After Portfolio Streamlining and Share Price Slump?

If you have been wondering whether Ball is quietly turning into a value opportunity or just a value trap, you are in the right place to unpack what the current share price is really telling us. Despite being down 9.6% year to date and 13.8% over the last year, the stock has shown some short term resilience, with a 0.7% gain over the past week and a 4.1% rise over the last month from its recent close around $49.21. Recent headlines have focused on Ball sharpening its portfolio and capital...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Is Medpace Still Attractive After Its Huge Multi Year Share Price Surge in 2025

Wondering if Medpace Holdings is still worth buying after its huge run, or if the smart move now is to wait for a better entry point? You are not alone, and that is exactly what we are going to unpack here. The stock has pulled back about 6.1% over the last month after a strong year to date jump of 69.1%, and a hefty 63.0% gain over the past year. Zooming out further, Medpace is up 175.1% over three years and 279.5% over five, which naturally raises the question of how much upside is...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle (ORCL) Margin Expansion Reinforces Bullish AI Infrastructure Narrative After Q2 2026 Earnings

Oracle (ORCL) has just posted a hefty Q2 2026 print, with revenue at about $16.1 billion, basic EPS of $2.14 and net income (excluding extra items) of roughly $6.1 billion setting the tone for this earnings season. The company has seen revenue climb from about $14.1 billion in Q2 2025 to $16.1 billion in Q2 2026, while EPS moved from $1.13 to $2.14 over the same period. This puts solid historical context around the latest numbers and sets up a story where expanding profit margins take center...
NYSE:NOMD
NYSE:NOMDFood

Nomad Foods (NYSE:NOMD): Assessing Valuation After Weather-Hit Quarter and Rising Input Cost Pressures

Nomad Foods (NOMD) just delivered a weaker than expected quarter, as record warmth weighed on frozen food demand and rising input costs squeezed margins, making the stock a clear drag for at least one institutional strategy. See our latest analysis for Nomad Foods. The stock’s 30 day share price return of 4.10% suggests a tentative bounce, but the year to date share price decline of 25.33% and 12 month total shareholder return of 26.77% highlight fading momentum as investors reassess...
NYSE:OGN
NYSE:OGNPharmaceuticals

Can Organon’s Steep 2025 Share Price Slide Signal a Long Term Opportunity?

Wondering if Organon at around $7 is a deep value opportunity or a value trap? You are not alone. This stock has quietly slipped onto a lot of bargain hunters' watchlists. Despite being down about 50.8% year to date and over the last 12 months, the share price has shown some short term resilience, with a 3.1% gain over the past week even after a soft 30 day move of -2.1%. Much of this volatility has been driven by shifting sentiment around its women’s health and biosimilars portfolio, as...
NYSE:RITM
NYSE:RITMMortgage REITs

Assessing Rithm Capital’s valuation as expansion into third‑party asset management and spin‑off plans gain traction

Rithm Capital (RITM) is back in focus after a fresh wave of strategic moves, from buying Crestline and Sculptor to exploring a spin off of its origination and servicing operations. See our latest analysis for Rithm Capital. Despite the recent pullback in its 90 day share price return, Rithm’s steady year to date share price gain and strong multi year total shareholder returns suggest sentiment is still constructive as investors weigh these expansion moves and spin off optionality. If Rithm’s...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Has Cognex’s Long Slide and Recent Pullback Created an Opportunity in 2025?

Wondering if Cognex at around $36.88 is a bargain in disguise or a value trap in plain sight? This article walks through what the numbers are really saying about the stock. Despite being up 3.3% year to date, Cognex shares have slipped 5.2% over the last week and 4.0% over the last month, capping off a much rougher 3-year slide of 23.6% and a 52.3% drop over 5 years that has clearly reset expectations. Recent moves have come as investors reassess machine vision and factory automation names...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs (PL) Q3 2026 EPS Worsening Challenges Bullish Profitability Narratives

Planet Labs PBC (PL) just posted another quarterly update with Q3 2026 revenue of about $81.3 million, basic EPS of roughly -$0.19, and trailing-12-month revenue sitting near $282.5 million alongside TTM EPS of around -$0.43. This keeps the profitability story clearly in the red even as the top line builds. The company has seen revenue move from about $61.3 million in Q3 2025 to $81.3 million in Q3 2026, while quarterly EPS has slid from roughly -$0.07 to -$0.19 over the same stretch,...
NYSE:CXM
NYSE:CXMSoftware

How Investors May Respond To Sprinklr (CXM) Q3 Beat And New 2026 Revenue Guidance

In early December 2025, Sprinklr reported third-quarter revenue of US$219.07 million and net income of US$2.9 million, alongside new fourth-quarter and full-year 2026 revenue guidance of US$216.5–217.5 million and US$853–854 million, respectively. Award recognition from ADWEEK and L’Oréal’s large-scale use of Sprinklr Advocacy, which generated very large organic impressions and a 4x return on investment, underline how major brands are using Sprinklr’s AI-native platform to run social media,...
NYSE:ALLE
NYSE:ALLEBuilding

Is Allegion Share Price Still Attractive After 28% 2025 Rally and IoT Expansion?

If you are wondering whether Allegion at around $164 a share is still a smart buy or if the easy gains are behind it, this breakdown will help you decide whether the current price makes sense. The stock is up 2.4% over the last week and 28.1% year to date, even after a modest 1.7% dip over the past month. This suggests that the market still sees solid long term potential in the story. Recent headlines have focused on Allegion expanding its presence in electronic and IoT enabled security...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

Does CorMedix’s (CRMD) Insider Sale After a Strong Quarter Clarify or Complicate Its Growth Story?

On 9 December 2025, CorMedix director Steven W. Lefkowitz sold 40,000 shares of common stock for about US$475,200, leaving him with 80,498 shares, shortly after the company reported Q3 2025 earnings and revenue that significantly exceeded market forecasts. The combination of robust quarterly results and insider selling draws attention to how CorMedix’s recent operational momentum aligns with leadership’s portfolio decisions. With CorMedix’s Q3 earnings beating expectations, we’ll examine how...