NYSE:SCS
NYSE:SCSCommercial Services

Reassessing Steelcase (SCS) Valuation After Its Quiet Multi‑Year Shareholder Return Recovery

Steelcase (SCS) has quietly outperformed many office-furniture peers this year. That kind of move usually signals that investors are rethinking the company’s earnings power, cash generation, and longer term workplace demand. See our latest analysis for Steelcase. That strength has not disappeared, but the pace has cooled recently. The share price is still up strongly year to date, while the three year total shareholder return remains the real standout. This suggests investors are steadily...
NasdaqGM:BCAX
NasdaqGM:BCAXBiotechs

Bicara Therapeutics (BCAX): Assessing Valuation After Breakthrough Therapy Designation and Early Trial Data Progress

Bicara Therapeutics (BCAX) just put a spotlight on its lead cancer program, pairing early Phase 1b data with an FDA Breakthrough Therapy designation, a one two punch that immediately sharpens the stock’s long term narrative. See our latest analysis for Bicara Therapeutics. The Breakthrough Therapy news arrives after a powerful run, with Bicara’s 1 month share price return of 24.32 percent and 3 month share price return of 48.09 percent. However, the 1 year total shareholder return is still...
NasdaqGS:ARCB
NasdaqGS:ARCBTransportation

Is ArcBest’s (ARCB) Larger Credit Facility Quietly Redefining Its Balance Between Caution and Ambition?

ArcBest has amended and restated its revolving credit facility, maintaining a US$250 million maximum credit amount while lifting its letter of credit capacity from US$20 million to US$50 million and extending the facility’s maturity to November 25, 2030. This expanded, longer-dated facility, including potential incremental commitments of up to US$125 million, meaningfully boosts ArcBest’s liquidity and financial flexibility for funding working capital and general corporate needs. We’ll now...
NYSE:CTOS
NYSE:CTOSTrade Distributors

Is CTOS’s Earnings Beat And Higher Guidance Altering The Investment Case For Custom Truck One Source (CTOS)?

In its latest quarterly update, Custom Truck One Source reported US$482.1 million in revenue, a 7.8% year-on-year increase that came in slightly below analyst forecasts, while delivering an earnings per share beat and an impressive outperformance on adjusted operating income. Despite recent pressure on profitability and free cash flow, the company also raised its full-year guidance more than peers, signaling management’s confidence in operational improvements and demand trends. We’ll now...
NasdaqGM:EH
NasdaqGM:EHAerospace & Defense

Does Bangkok Pilotless Flights Milestone With Regulator Onboard Change The Bull Case For EHang (EH)?

EHang Holdings Limited reported third-quarter 2025 sales of CNY 92.47 million with a wider net loss of CNY 82.16 million, while maintaining its full-year 2025 revenue guidance of around CNY 500 million. A separate milestone came from Bangkok, where EHang’s EH216-S completed high-profile urban human-carrying flights under Thailand’s AAM Sandbox Initiative, with the Thai civil aviation chief personally experiencing the pilotless aircraft. We’ll now examine how this Bangkok urban flight...
NasdaqGS:JAMF
NasdaqGS:JAMFSoftware

Jamf (JAMF) Valuation Check After Flat Week and Recent 90-Day Share Price Rebound

Jamf Holding (JAMF) has been drifting quietly, with shares roughly flat over the past week but still well below their past year levels, which sets up an interesting value conversation. See our latest analysis for Jamf Holding. That quiet week sits in the shadow of a much tougher stretch, with the share price at $12.97 still reflecting a negative year to date share price return and a weak multi year total shareholder return, even after a strong 90 day share price rebound that hints momentum...
NYSE:CCI
NYSE:CCISpecialized REITs

How Investors May Respond To Crown Castle (CCI) Beating Forecasts While Advancing Its US$8.5 Billion Fiber Sale

Crown Castle recently reported quarterly results that topped analyst expectations for revenue and adjusted funds from operations, even as site rental revenues faced pressure and year-over-year declines. At the same time, the company confirmed that its planned US$8.50 billion fiber segment sale remains on track under new leadership, potentially reshaping its infrastructure mix and capital priorities. We’ll now explore how the progressing US$8.50 billion fiber sale could influence Crown...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

CyberArk Software (CYBR): Assessing Valuation After Multi‑Year Share Price Surge

Recent performance and why CyberArk is back on investors radars CyberArk Software (CYBR) has been quietly rewarding patient shareholders, with the stock up around 48% over the past year and more than tripling over the past 3 years. See our latest analysis for CyberArk Software. The stock has cooled slightly in recent weeks, with a negative 1 month share price return. However, the strong year to date share price return alongside a powerful multi year total shareholder return suggests momentum...
NYSE:PAY
NYSE:PAYDiversified Financial

Paymentus (PAY): Valuation Check After New Bullish Coverage and a Wave of Analyst Upgrades

Paymentus Holdings (PAY) is back on traders radar after Freedom Capital Markets kicked off coverage with a positive stance, adding to a recent wave of upgrades that has sharpened focus on its growth story. See our latest analysis for Paymentus Holdings. The latest upgrade comes after a solid run, with the share price at $35.19 and a positive year to date share price return suggesting momentum is quietly building. A standout three year total shareholder return of 273.17% underlines how...
NasdaqCM:TORO
NasdaqCM:TOROShipping

Toro (NasdaqCM:TORO) Q3 EPS Turns Positive, But Trailing Losses Reinforce Bearish Narrative

Toro (NasdaqCM:TORO) has just posted Q3 2025 results, with revenue of about $5.4 million and basic EPS of $0.01, keeping the spotlight firmly on how its thin profitability stacks up against a history of choppy earnings. The company has seen quarterly revenue hover in a tight band, from $5.3 million in Q3 2024 to $5.4 million in Q3 2025, while EPS has swung from a loss of $0.01 per share a year ago to modestly positive territory this quarter, leaving investors focused on whether these margin...
NYSE:LAZ
NYSE:LAZCapital Markets

Is Lazard Still Attractive After a 77.4% Three Year Surge?

If you are wondering whether Lazard is still a smart buy at today’s price or if you have already missed the opportunity, you are not alone. This stock attracts investors who care about value just as much as growth. After a strong run, Lazard now trades around $54.75, with the share price up 8.4% over the last week and month, 7.9% year to date, and delivering a 77.4% gain over three years. Recent moves have been shaped by a steady drumbeat of deal activity across M&A and restructuring, which...
NYSE:AVB
NYSE:AVBResidential REITs

Does AvalonBay’s Share Price Slide Offer an Opportunity for Long Term Investors in 2025?

If you are wondering whether AvalonBay Communities is a bargain or a value trap at around $178 a share, you are not alone. This stock has been catching the eye of income and value focused investors alike. Despite a tough backdrop for REITs, AvalonBay is down about 18.7% over the last year but still up 29.8% over five years, with the last month roughly flat at 0.4% and a small 2.2% pullback in the last week. Recent moves have been driven less by company specific shocks and more by shifting...
NYSE:EPR
NYSE:EPRSpecialized REITs

Is EPR Properties Still Attractive After Its 2025 Rally and Experiential Pivot?

Wondering if EPR Properties is still a buy after its recent run, or if you have already missed the best of the gains? This breakdown will help you decide whether the current price still stacks up against its fundamentals. The stock has climbed 22.5% over the last year and is up 17.4% year to date. The past week has been a modest -1.2% pullback and the last month only nudged 1.3% higher, which suggests sentiment is still broadly constructive but not euphoric. Recent headlines have focused on...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

Rush Enterprises (RUSH.A) Valuation After New $150 Million Share Buyback Authorization

Rush Enterprises (RUSH.A) just rolled out a fresh $150 million share repurchase program after nearly maxing out its prior plan, signaling management’s confidence in free cash flow and long term resilience despite a tougher truck cycle. See our latest analysis for Rush Enterprises. The new buyback and recent bylaw refresh come as the stock has bounced, with a 30 day share price return of 12.52 percent but a softer 1 year total shareholder return of negative 10.07 percent, suggesting long term...
NYSE:BAX
NYSE:BAXMedical Equipment

Does Baxter International’s Restructuring Make Its Recent Share Slump a Long Term Opportunity?

If you are wondering whether Baxter International at around $18.54 is a bargain or a value trap, you are not alone. That is exactly what this breakdown is going to unpack. The stock has slipped 1.1% over the last week but is up 3.0% over the past month, while still sitting on steep losses of 36.6% year to date and 40.6% over the last year. This has many investors questioning whether the risk profile has finally shifted. Recent headlines have focused on Baxter reshaping its portfolio and...
NasdaqGM:DOMO
NasdaqGM:DOMOSoftware

Domo (DOMO): Reassessing Valuation After CEO Transition, Interim Leadership and Latest Earnings Update

Domo (DOMO) just dropped a double header: a leadership shift as CEO Joshua James scales back duties for health reasons and CTO Daren Thayne steps in as interim principal executive, alongside fresh quarterly results and guidance. See our latest analysis for Domo. The leadership news and earnings update come after a sharp reset in sentiment, with a 1 month share price return of minus 30.05 percent and a 3 year total shareholder return of minus 49.69 percent, signalling fading momentum despite...
NasdaqGS:DXPE
NasdaqGS:DXPETrade Distributors

Is There Still Upside in DXP Enterprises After Its Strong Multi Year Share Price Surge?

If you are wondering whether DXP Enterprises at around $95.74 is still a smart buy or if the big gains are mostly behind it, you are in the right place. The stock is up 24.4% over the last year and 13.4% year to date, even after a recent 5.2% pullback over the past month and a modest 1.9% rise in the last week. Recent headlines have focused on DXP's ongoing expansion in industrial distribution and services, as the company continues to bolt on niche businesses that deepen its presence in...
NYSE:USFD
NYSE:USFDConsumer Retailing

Should US Foods’ US$1 Billion Buyback Plan Require Action From US Foods Holding (USFD) Investors?

In November 2025, US Foods Holding Corp. (NYSE: USFD) announced that its Board had approved a share repurchase program of up to US$1,000 million, signaling a major capital return initiative to investors. This sizable buyback authorization highlights management’s willingness to deploy balance sheet capacity toward reducing share count, which can enhance per-share metrics and underline confidence in the company’s longer-term outlook. We’ll now explore how this sizeable repurchase plan could...
NasdaqCM:GRRR
NasdaqCM:GRRRSoftware

Is Gorilla Technology Group's (GRRR) CVR Share Reallocation Quietly Reshaping Its Future Ownership Mix?

In recent days, Gorilla Technology Group Inc. issued a CVR Payment Notice confirming that 587,747 forfeited Earnout Shares will be distributed as Gorilla ordinary shares to qualifying holders of Class A contingent value rights who complete required documentation within one year. This share distribution mechanism, framed as Price Protection Shares, introduces both potential dilution and a deadline-driven choice for CVR holders that could influence the company’s longer-term ownership...
NYSE:CHPT
NYSE:CHPTElectrical

ChargePoint (CHPT) Valuation Check After Strong Q3 Beat, Debt Cut and Improved Outlook

ChargePoint Holdings (CHPT) just delivered a third quarter that finally tilted the story toward progress, with revenue growth, a sharply narrower loss, upbeat guidance, and meaningful debt reduction catching investors attention. See our latest analysis for ChargePoint Holdings. The strong third quarter and upbeat guidance have clearly shifted sentiment, with a 7 day share price return of 27.35% and a 1 day jump of 22.42% contrasting sharply with a 1 year total shareholder return of negative...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

SkyWater Technology (SKYT) Valuation After Record Q3, Fab 25 Acquisition and New Shelf Registration

SkyWater Technology (SKYT) just put a fresh universal shelf registration in place, giving it flexible options to issue stock, debt, or hybrid securities as it leans into recent growth and the Fab 25 acquisition. See our latest analysis for SkyWater Technology. Those moves come after record Q3 results and the Fab 25 deal, and the market has been warming up, with a 90 day share price return of 62.86 percent and a 1 year total shareholder return of 92.92 percent. This suggests positive momentum...
NYSE:GRBK
NYSE:GRBKConsumer Durables

How Trophy’s Texas Expansion And Cheaper Lots At Green Brick Partners (GRBK) Has Changed Its Investment Story

Green Brick Partners recently reported that its Trophy brand is driving expansion in Texas, including a move into the Houston market, while operational improvements such as faster build cycles, steadier labor, and lower material costs are helping sustain sales despite broader housing headwinds. An interesting angle is how a growing pipeline of low-cost lots and a broader mortgage presence may give Green Brick extra pricing flexibility and support buyer affordability as conditions remain...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

Atour Lifestyle (ATAT) Is Up 11.8% After Q3 Beat And Dividend Hike Has The Bull Case Changed?

Atour Lifestyle Holdings Limited recently reported third-quarter 2025 results showing higher revenue and net income year over year, and its board declared a US$0.12 per ordinary share (US$0.36 per ADS) cash dividend, with an ex-dividend date that passed on November 25, 2025. Combined with guidance for full-year 2025 net revenue to rise 35% versus 2024 and total cash dividends of about US$108 million, these updates highlight how Atour is using earnings strength to return capital while...
NasdaqGS:HSII
NasdaqGS:HSIIProfessional Services

Heidrick & Struggles (HSII): Assessing Valuation After Strong Multi‑Year Share Price Gains

Heidrick & Struggles International (HSII) has quietly delivered strong multi year gains, with the stock up about 34% over the past year and more than doubling in the past 3 years. See our latest analysis for Heidrick & Struggles International. With the latest share price at $58.97 and a standout 90 day share price return of 17.07 percent, the recent move looks like a continuation of the strong multi year total shareholder return rather than a short lived bounce. This suggests momentum is...