NasdaqGM:JANX
NasdaqGM:JANXBiotechs

Janux Therapeutics (JANX) Is Down 50.7% After Positive JANX007 Phase 1 mCRPC Update - What's Changed

Janux Therapeutics recently reported positive updated interim Phase 1 data for its PSMA-directed TRACTr candidate JANX007 in metastatic castration-resistant prostate cancer, based on 109 treated patients as of the October 15, 2025 cutoff, and held a virtual event on December 1 to discuss the results. The update highlights not only progress for JANX007 but also reinforces Janux’s broader TRACTr and ARM platforms, which span multiple solid tumors and an emerging CD19 program in autoimmune...
NYSE:ASAN
NYSE:ASANSoftware

Asana (ASAN) Q3 2026: Wider Net Loss Challenges Gradual Path-to-Profitability Narrative

Asana (ASAN) just posted its Q3 2026 numbers, with revenue at about $201 million and basic EPS at roughly -$0.29. This keeps the focus firmly on how quickly the business can convert top line scale into a path toward profitability. The company has seen revenue move from around $179 million in Q2 2025 to roughly $201 million in Q3 2026, while basic EPS over that span has hovered between about -$0.31 and -$0.17. That sets up this quarter as another check in on whether margins are starting to...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS): Revisiting Valuation After a Strong Multi‑Year Share Price Run

Tarsus Pharmaceuticals (TARS) has quietly rewarded patient shareholders, with the stock up about 59% over the past year and more than quadrupling over three years, despite ongoing net losses. See our latest analysis for Tarsus Pharmaceuticals. That kind of move, with a recent 30 day share price return of about 17% and a one year total shareholder return nearing 59%, suggests momentum is building as investors reassess Tarsus Pharmaceuticals’ growth prospects against its still loss making...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

Weighing MillerKnoll’s Valuation After Herman Miller and Knoll Integration Progress

Many investors are wondering whether MillerKnoll at around $15.70 is a beaten down value opportunity or a stock to avoid. That is exactly what this article will unpack. Despite being up about 3.0% over the last month, the share price is still down roughly 29.9% year to date and 36.5% over the past year. This suggests that the market remains cautious about its outlook. Recent headlines have focused on MillerKnoll's ongoing integration of its Herman Miller and Knoll brands, along with...
NYSE:BBWI
NYSE:BBWISpecialty Retail

Has the Bath & Body Works Share Slump Created a Long Term Value Opportunity in 2025?

Wondering if Bath & Body Works is starting to look like a bargain after a rough stretch? This is where we unpack whether the current price really lines up with the company’s long term potential. The stock has bounced about 10.1% over the last week but is still down 24.0% over the past month and roughly 50.9% year to date, a combination that often signals either a value opportunity or a value trap. Recently, investors have been reacting to shifting consumer spending patterns and ongoing...
NYSE:OLN
NYSE:OLNChemicals

Does Olin’s Steep 2024 Share Price Slump Signal a Long Term Opportunity?

Investors wondering if Olin is a beaten down chemicals stock hiding real value or a value trap in plain sight can look more closely at what the market might be missing. The share price has crept up 2.3% over the last week and 5.9% over the last month, but it is still down 36.6% year to date and 47.4% over the past year. Recent attention has focused on how Olin is navigating softer demand in key end markets and ongoing cost pressures, as investors weigh whether this cycle is closer to a...
NYSE:MMS
NYSE:MMSProfessional Services

Will Modest Earnings Gains and a Completed Buyback Shift Maximus' (MMS) Capital Allocation Narrative

In November 2025, Maximus, Inc. reported fourth quarter and full-year results showing modest year-over-year increases in sales and net income, alongside completion of a multi-year buyback totaling 8,967,470 shares for US$678.58 million since 2020. The company also issued fiscal 2026 revenue guidance of US$5.225 billion to US$5.425 billion, giving investors a fresh reference point against its recent earnings per share growth and sizable reduction in share count. We’ll now examine how...
NasdaqGM:KDK
NasdaqGM:KDKAuto Components

Assessing Kodiak AI (KDK) Valuation After New Shelf Registrations Signal Potential Capital Raising

Kodiak AI (KDK) recently closed a 1.56 billion shelf and has now filed a new 739 million shelf registration. This move signals that management is keeping its capital-raising options wide open. See our latest analysis for Kodiak AI. Those back to back shelf moves come as Kodiak AI’s share price has slid to 5.57, with a steep 30 day share price return of minus 33.13 percent and a 1 year total shareholder return of minus 49.04 percent. This suggests momentum has clearly been fading even as...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

How Investors May Respond To FTAI Aviation (FTAI) As FAA Weighs Approval Of Third PMA Part

In recent commentary, Jim Cramer and Tourlite Capital Management expressed confidence in FTAI Aviation, highlighting upcoming catalysts such as an investor day at its Montreal facility, anticipated FAA approval for a third PMA part, and the potential launch of a second Strategic Capital Initiative vehicle. These views come alongside very large two-year average annual revenue growth and strong earnings expansion for FTAI’s engine-focused business, which together have reinforced investor...
NYSE:AMRC
NYSE:AMRCConstruction

Is Ameresco’s (AMRC) School Solar Deal Deepening Its Recurring Revenue Moat?

Ameresco, Inc. and Orange Unified School District recently completed a solar rooftop and carport project across seven campuses, under a 25-year power purchase agreement expected to generate US$6.30 million in energy cost savings for the district. By owning and maintaining the systems while OUSD buys power at a fixed rate, Ameresco secures long-term contracted revenue as the district gains insulation from future utility price swings and pursues greater energy independence. Next, we’ll explore...
NasdaqGS:PNTG
NasdaqGS:PNTGHealthcare

Will Medicare’s 2026 Rule Shift and Amedisys Integration Strengthen Pennant Group’s (PNTG) Narrative?

Earlier this week, Truist Securities upgraded The Pennant Group to a buy rating, highlighting solid operating trends, strong sector demand, and reduced reimbursement risk following a less restrictive 2026 Medicare home health rule. Analysts also pointed to Pennant’s smooth integration of 54 acquired Amedisys locations as a key factor supporting its operational and earnings outlook. With that backdrop, we’ll now explore how the favorable 2026 Medicare rule update may affect Pennant’s broader...
NasdaqGS:QFIN
NasdaqGS:QFINConsumer Finance

What Qfin Holdings (QFIN)'s Margin Squeeze and Regulatory Pressures Mean For Shareholders

Recently, analysts downgraded Qfin Holdings to Hold after Q3 results showed revenue growth but softer margins, driven by higher provisions, operating costs, and a 17.4% year-over-year earnings decline amid rising regulatory pressures in China. The combination of margin compression and uncertainty around potential interest rate cap cuts and delinquency trends challenges Qfin’s ability to balance growth with risk control. We’ll now examine how this weaker near-term earnings outlook and...
NYSE:USFD
NYSE:USFDConsumer Retailing

US Foods (USFD) Valuation Check After 14% Year-to-Date Share Price Gain

US Foods Holding (USFD) has been quietly grinding higher this year, and with the stock up about 14 % year to date, investors are starting to revisit its long term setup. See our latest analysis for US Foods Holding. The recent 4.48% one-month share price return, despite some short-term volatility, fits neatly with a 14.26% year-to-date share price gain and strong multi-year total shareholder returns. This suggests underlying momentum is still intact rather than fading. If US Foods has you...
NYSE:SIG
NYSE:SIGSpecialty Retail

Signet Jewelers (SIG) Q3: Margin Rebound Lifts EPS, Tests Skeptical Valuation Narratives

Signet Jewelers (SIG) has just posted Q3 2026 results with revenue of $1.4 billion and basic EPS of $0.49, setting the stage for investors to reassess the trajectory after a choppy first half. The company has seen quarterly revenue move from $1.49 billion in Q2 2025 to $1.35 billion in Q3 2025 and then to $1.39 billion in Q3 2026, while basic EPS has swung from a loss of $2.28 in Q2 2025 to $0.12 in Q3 2025 and $0.49 in the latest quarter. This puts the focus firmly on how sustainable the...
NasdaqGM:CNCK
NasdaqGM:CNCKCapital Markets

Coincheck Group (CNCK): Assessing Valuation as Trading Volumes Fall but Verified Users Keep Rising

Recent data showing a sharp drop in trading volume but steady growth in verified accounts at Coincheck Group (CNCK) has investors rethinking how this crypto exchange makes money and where future growth might come from. See our latest analysis for Coincheck Group. Despite the weak year to date share price return and a 1 year total shareholder return of around minus 49 percent, the recent 7 day share price return of roughly 103 percent and 30 day gain near 78 percent suggest momentum is...
NasdaqGS:ZVRA
NasdaqGS:ZVRAPharmaceuticals

Does Zevra Therapeutics’ (ZVRA) Board Turnover Subtly Recast Its Leadership and Capital Allocation Narrative?

In early December 2025, Zevra Therapeutics announced that industry veteran Alicia Secor joined its Board of Directors, replacing retiring director Wendy Dixon, PhD, while the company also prepared for the year-end departure of long-serving CFO and Treasurer R. LaDuane Clifton. Secor’s appointment to both the Audit and Compensation Committees brings deep rare-disease and commercial leadership experience at a time when Zevra is managing board turnover and an upcoming chief financial officer...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

Is ServiceTitan’s Valuation Still Justified After Recent Product Expansion and Share Price Slide?

If you are wondering whether ServiceTitan is a smart buy at today’s price, you are not alone. This stock has quickly become a talking point for investors trying to separate hype from genuine value. After listing and then sliding to about $90 a share, the stock is down roughly 5.0% over the last month and about 11.3% year to date. This combination has some investors nervous and others quietly watching for an opportunity. Recent headlines have focused on ServiceTitan’s continued product...
NYSE:TPC
NYSE:TPCConstruction

Is It Too Late To Consider Tutor Perini After Its 175% 2025 Surge?

If you are wondering whether Tutor Perini at around $66 a share still offers value after its huge run, you are not alone. That is exactly what we are going to unpack here. The stock has cooled slightly in the very short term, with returns of -1.6% over 7 days and -2.6% over 30 days, but those moves sit on top of a 175.1% year to date gain and a 145.5% jump over the last year, with the 3 year and 5 year returns up 793.4% and 397.2% respectively. Recent headlines around infrastructure...
NYSE:BRC
NYSE:BRCCommercial Services

Does Strong Q1 Metrics and BradyScan Launch Change The Bull Case For Brady (BRC)?

In the past quarter, Brady reported 8% growth in adjusted diluted EPS and a 42.5% increase in operating cash flow for Q1 fiscal 2026, raised the lower end of its full-year EPS guidance, and unveiled its new BradyScan app to strengthen its connected product suite. Beyond the headline earnings lift, the combination of tighter cost controls and the BradyScan launch highlights how Brady is pairing efficiency gains with digital product innovation to support its longer-term transition toward...
NYSE:URI
NYSE:URITrade Distributors

Is It Too Late To Consider United Rentals After A 235% Five Year Surge?

If you have been wondering whether United Rentals is still worth buying after such a huge multi year run, this breakdown will help you figure out if the current price still offers value or if most of the upside has already been captured. The stock has cooled off recently, down 1.7% over the last week and 6.6% over the past month, but it is still up 16.1% year to date and an impressive 135.2% over 3 years and 235.1% over 5 years. Those big long term gains have come as United Rentals has...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Is It Too Late To Consider Dollar Tree After Its 42.5% Surge In 2025?

If you are wondering whether Dollar Tree at around $109 is still attractively priced after its big run, or if you may be late to the party, this article will walk through what the current price implies about possible future returns. The stock is up 42.5% year to date and 47.6% over the last year, even after a recent 0.7% slip in the past week and an 8.1% jump over the last month. This indicates sentiment has shifted sharply despite a still negative 3 year and 5 year track record. That shift...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

3 Stocks Estimated To Be Trading At Up To 43.6% Below Intrinsic Value

In recent sessions, major U.S. stock indexes have shown resilience, rising despite initial declines due to disappointing private payroll data and adjustments in tech sector sales strategies. As investors navigate these fluctuating conditions, identifying stocks trading below their intrinsic value can offer potential opportunities for those looking to capitalize on market inefficiencies.