NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Why Amkor Technology (AMKR) Is Up 8.6% After $7 Billion Arizona AI Packaging Expansion Plan

In early January, Amkor Technology outlined a US$7.00 billion plan to build a new advanced packaging and test campus in Arizona and to streamline its Japanese operations, aiming to enhance manufacturing efficiency and capacity for AI-related chips and GPUs. This expansion underscores Amkor’s push to become a key player in advanced CoWoS packaging for AI workloads, while targeting margin improvement through its optimized footprint in Japan. We’ll now examine how Amkor’s multi‑billion‑dollar...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

A Look At First Solar (FSLR) Valuation After Jefferies Downgrade And Class Action Scrutiny

First Solar (FSLR) is back in the spotlight after Jefferies cut its rating to Hold, citing repeated guidance reductions, significant de bookings, and tougher market conditions in Germany that coincided with a sharp share price drop. See our latest analysis for First Solar. That downgrade and the class action headlines have hit sentiment in the short term, with the share price at US$238.66 and a 7 day share price return of 12.26% and a 30 day share price return of a 6.33% decline. Even though...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

Assessing NeoGenomics (NEO) Valuation After Board Change Bringing In Diagnostics Veteran Jack Kenny

NeoGenomics (NEO) shares are back in focus after the company announced Board changes, with long serving director Dr. Alison L. Hannah resigning and diagnostics veteran John P. “Jack” Kenny taking her seat. See our latest analysis for NeoGenomics. The Board reshuffle follows a period of firm share price momentum, with NeoGenomics posting a 40.30% 3 month share price return and a 4.20% 1 year total shareholder return from a current share price of $13.16. If this kind of leadership change has...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Why Plug Power (PLUG) Is Down 7.6% After Walmart Forfeits Warrants And Resets GenKey Deal

On December 30, 2025, Plug Power and Walmart entered a 15‑year Release Event License Agreement giving Walmart contingent access to escrowed GenKey materials for internal maintenance while preserving Plug Power’s intellectual property and setting structured license fees and indemnities. Crucially, Walmart terminated its 2017 transaction agreement and forfeited all vested and unvested Plug Power warrants, removing a very large potential share issuance and easing concerns about future dilution...
NYSE:VLO
NYSE:VLOOil and Gas

Valero Energy (VLO) Valuation Check As Venezuela Sanctions Shift Puts Heavy Crude Supply In Focus

Recent US actions in Venezuela, including the reported arrest of President Nicolas Maduro and talk of loosening sanctions on Venezuelan crude, have put Valero Energy (VLO) in sharper focus for many investors. See our latest analysis for Valero Energy. That Venezuela backdrop sits alongside a 10.1% 30 day share price return and 14.2% 90 day share price return to US$185.28, while the 1 year total shareholder return of 43.3% and 5 year total shareholder return of 281.3% point to momentum that...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

A Look At Nano Nuclear Energy (NNE) Valuation After Securities Class Action Dismissal

The recent dismissal of all claims in a federal securities class action against NANO Nuclear Energy (NNE) has put the company’s legal risk in sharper focus for investors tracking the nuclear microreactor space. See our latest analysis for NANO Nuclear Energy. At a share price of $32.01, NANO Nuclear Energy’s 1 day share price return of 3.15% decline and 90 day share price return of 41.14% decline sit alongside a 1 year total shareholder return of 56.99%. This suggests near term momentum has...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is Duolingo (DUOL) Attractive After A 44% One Year Share Price Slide?

If you are wondering whether Duolingo at US$176.66 still makes sense for your portfolio, the real question is how that price compares with what the business might reasonably be worth. The stock has seen mixed returns, with a 4.6% decline over the last 7 days and a 10.0% decline over the last 30 days, while year to date it is roughly flat at a 0.1% return. The 1 year return sits at a 44.2% decline, compared with a 122.6% return over 3 years. Recent headlines have focused on Duolingo's...
NYSE:WSM
NYSE:WSMSpecialty Retail

Does Williams-Sonoma's (WSM) Stoney Clover Lane Tie-Up Clarify Its Differentiated Brand Strategy?

In early January 2026, Pottery Barn Kids and Pottery Barn Teen, brands of Williams-Sonoma, announced a new collaboration with accessories label Stoney Clover Lane, launching vibrant, customizable bedding, travel gear, seating and décor for nurseries, kids’ and teens’ rooms. The partnership broadens Williams-Sonoma’s appeal to younger, design-conscious households by pairing its established home-furnishings capabilities with Stoney Clover Lane’s personalization-focused aesthetic across core...
NYSE:ITW
NYSE:ITWMachinery

Assessing Illinois Tool Works (ITW) Valuation After Sector Rally On Defense Budget Hopes

Illinois Tool Works (ITW) shares recently moved higher alongside a broader industrial rally, as investors reacted to a proposed increase in the U.S. defense budget and easing input costs that lifted sentiment across heavy manufacturing names. See our latest analysis for Illinois Tool Works. That sector driven bump comes after a steadier period, with the share price at US$255.12 and a year to date share price return of 2.25%. The 1 year total shareholder return of 4.73% and 5 year total...
NYSE:FHN
NYSE:FHNBanks

Is First Horizon’s Regional Leadership Shake-Up Reshaping Its Client-Centric Strategy And Earnings Path (FHN)?

First Horizon recently announced a series of leadership promotions, expanding regional and market president roles across Louisiana, Texas, New Orleans and Atlanta to deepen local client service and expertise. By elevating long-tenured leaders with strong local banking experience, the company is signaling renewed emphasis on region-specific growth and client relationships. We’ll now explore how elevating experienced regional leaders could influence First Horizon’s investment narrative and...
NasdaqGS:KALU
NasdaqGS:KALUMetals and Mining

Will Kaiser Aluminum’s 2026 Sales Leadership Succession Reshape Its Commercial Edge and Pricing Power (KALU)?

Kaiser Aluminum has appointed Hugh (Jack) J. Barger, III as Executive Vice President – Sales and Marketing effective January 1, 2026, while former commercial leader Blain A. Tiffany moved into an Advisor to the CEO role under a planned succession that is now underway. This carefully phased handover of commercial leadership highlights Kaiser Aluminum’s emphasis on continuity in customer relationships and sales execution during 2026. Next, we’ll consider how this planned shift in sales and...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Latest News In Digital Payment - Euronet Expands Through Strategic CrediaBank Partnership

Euronet Worldwide, Inc. has entered into a strategic partnership agreement with Greece's CrediaBank to acquire its merchant acquiring business, signaling significant developments in the digital payment sector. This transaction, anticipated to close in the third quarter of 2026 pending regulatory approvals, will consolidate Euronet's standing in Greek merchant services by merging with CrediaBank's portfolio. Additionally, the collaboration includes the provision of financial services to...
NYSE:ET
NYSE:ETOil and Gas

Assessing Energy Transfer (ET) Valuation After Lake Charles LNG Pause And Pipeline Expansion Shift

Energy Transfer (ET) is back in focus after the company suspended development of its Lake Charles LNG export project and shifted capital toward natural gas pipelines and a larger Transwestern expansion backed by long-term contracts and Permian activity. See our latest analysis for Energy Transfer. The recent decision to pause Lake Charles LNG and channel funds into natural gas pipelines comes as Energy Transfer’s share price sits at $16.96, with a modest 7 day share price return of 3.29% and...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Why SolarEdge Technologies (SEDG) Is Up 5.2% After Analyst Upgrade And Storage Traction In Germany

Earlier this month, analysts at TD Cowen upgraded SolarEdge Technologies after highlighting progress in its turnaround plan, including new product launches and signs of improving financial strength, market share, and margins. A key detail was the strong early uptake of SolarEdge’s new commercial storage system in Germany, where over 150 orders were placed shortly after launch, suggesting growing traction for its expanded storage offering. We’ll now explore how this apparent turnaround...
NYSE:HPE
NYSE:HPETech

Hewlett Packard Enterprise (HPE) Valuation After OneView Cybersecurity Vulnerability And Hotfix Response

The U.S. Cybersecurity and Infrastructure Security Agency has flagged an actively exploited code injection vulnerability in Hewlett Packard Enterprise (HPE) OneView, prompting HPE to issue urgent hotfixes and urge customers to apply updates quickly. See our latest analysis for Hewlett Packard Enterprise. Against this security backdrop, Hewlett Packard Enterprise’s 1-year total shareholder return of 3.58% contrasts with weaker recent share price momentum, including a 30-day share price return...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Medline (MDLN) Valuation Check As Shares Trade Near DCF Fair Value And Sector P/E Discount

With no specific news catalyst driving headlines around Medline (MDLN), investors are looking more closely at the company’s fundamentals, recent share moves and how its medical products business might fit into their portfolios. See our latest analysis for Medline. Medline’s recent share price moves have been mixed, with a 1 day share price return of a 1.77% decline, a 7 day share price return of 3.90%, and a year to date share price return of a 0.25% decline. This suggests short term momentum...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Assessing Archer Aviation (ACHR) Valuation As Shares Show Mixed Recent Momentum

Archer Aviation stock: recent performance snapshot Archer Aviation (ACHR) has attracted fresh attention after recent share price moves, with the stock closing at $8.81 and showing mixed returns over the past month and over the past 3 months. See our latest analysis for Archer Aviation. That recent 6.14% 1 month share price return, alongside an 8.36% year to date share price return, contrasts with a 32.33% 3 month share price decline and a 3 year total shareholder return above 200%. This...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

ACM Research (ACMR) Faces Softer Earnings Expectations Is Its Semiconductor Tool Margins Story Intact?

In recent weeks, ACM Research, Inc. (ACMR) has outperformed the broader market and attracted heightened attention ahead of its January 22, 2026 earnings release, with analysts expecting softer earnings but higher revenue and maintaining a Zacks Rank #3 (Hold). This renewed focus comes as the company’s semiconductor wet processing and wafer cleaning tools underpin analyst expectations for continued revenue expansion and stable margins despite mixed estimate revisions. We’ll now examine how...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

Assessing IREN Limited’s Valuation After Major Microsoft AI Cloud Contract And Business Shift

IREN (NasdaqGS:IREN) is back in focus after filing a US$660.975 million shelf registration for 17,500,000 ordinary shares, tied to an ESOP related offering, shortly after securing a multi year AI cloud contract with Microsoft. See our latest analysis for IREN. At a share price of US$46.03, IREN has had a mixed few months, with a 14.7% 1 month share price return but a 33.8% 3 month share price decline, while the 1 year total shareholder return of about 4.4x reflects longer term momentum around...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Assessing Simply Good Foods (SMPL) Valuation After Recent Share Price Rebound

What recent performance says about Simply Good Foods (SMPL) Simply Good Foods (SMPL) has attracted attention after a recent 13.4% gain over the past month, even as the stock shows an 11.5% decline over the past 3 months and a 37.9% negative 1 year total return. See our latest analysis for Simply Good Foods. With the share price at $21.40, Simply Good Foods has seen strong short term momentum, including a 7 day share price return of 13.6%, in contrast to a 1 year total shareholder return...
NasdaqGS:AMLX
NasdaqGS:AMLXPharmaceuticals

Amylyx Pharmaceuticals (AMLX) Valuation Check After AMX0318 Rare Disease Pipeline Update

Amylyx Pharmaceuticals (AMLX) drew fresh investor attention after announcing AMX0318, a long-acting GLP-1 receptor antagonist, as a new development candidate for post-bariatric hypoglycemia and other rare diseases. See our latest analysis for Amylyx Pharmaceuticals. The AMX0318 announcement comes after a mixed stretch for the stock, with a 7-day share price return of 7.2% and a 30-day share price decline of 6.8%. The 1-year total shareholder return of about 3x suggests earlier momentum that...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Assessing Johnson & Johnson (JNJ) Valuation After Drug Pricing Deal And New Clinical Trial Results

Johnson & Johnson (JNJ) has been in focus after agreeing with the Trump administration to cut drug prices, secure tariff exemptions and sell discounted medicines through TrumpRx.gov, alongside fresh clinical data in oncology and autoimmune disease. See our latest analysis for Johnson & Johnson. These pricing concessions and fresh clinical readouts come after a busy start to 2026, including new oncology and autoimmune data, gene therapy collaboration work, surgical robotics progress and a...
NYSE:BR
NYSE:BRProfessional Services

A Look At Broadridge Financial Solutions (BR) Valuation After DeepSee Agentic AI Partnership Expansion

Broadridge Financial Solutions (BR) has taken a minority stake in Utah based DeepSee, extending their partnership to bring agentic AI into post trade operations through AI powered email orchestration, which is already running across more than 60 client operations. See our latest analysis for Broadridge Financial Solutions. The DeepSee investment and growth of Broadridge’s Distributed Ledger Repo platform sit against a share price of US$223.36, with a year to date share price return of 1.31%...