NasdaqGS:HTO
NasdaqGS:HTOWater Utilities

Does H2O America’s 4.8% Dividend Hike Strengthen The Bull Case For HTO?

H2O America’s Board of Directors recently declared a quarterly cash dividend of $0.44 per share, payable on March 2, 2026, to shareholders of record on February 9, 2026, marking a 4.8% increase over the December 2025 payout and lifting the expected 2026 annualized dividend to $1.76 per share from $1.68 in 2025. This latest raise extends H2O America’s record of consecutive annual dividend increases to 58 years, underscoring management’s emphasis on delivering reliable income while investing...
NYSE:ONON
NYSE:ONONLuxury

Is On Holding (ONON) Pricing Fully Reflect Its Brand Momentum After Recent Share Pullback

If you are wondering whether On Holding's current share price still reflects its long term potential, you are not alone. This article will walk through what that price might be implying. The stock recently closed at US$45.52, with returns of 3.2% over the last 7 days, a 2.7% decline over 30 days, a 3.0% decline year to date, and a 26.8% decline over 1 year, while the 3 year return sits at 96.2%. Recent news coverage has focused on On Holding's position in performance footwear and its brand...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft (LYFT) Pricing Reflect Its DCF Upside And Rich P/E Multiple?

If you are wondering whether Lyft's current share price gives you good value, it helps to step back and look at what the market has been pricing in over different time frames. Lyft closed at US$17.54 recently, with a 7 day return of a 5.1% decline, a 30 day return of an 8.4% decline, a year to date return of an 11.4% decline, a 1 year return of 30.6% and a 3 year return of 3.8%, compared with a 5 year return of a 64.5% decline. Recent headlines around Lyft have focused on the ride sharing...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (CPNG) Valuation Revisited As Korean Regulators Consider Fines And Consumer Compensation

Coupang (CPNG) is back in focus as South Korea's Fair Trade Commission weighs a large fine and consumer compensation package, a regulatory step that has already fed into sharply lower earnings forecasts. See our latest analysis for Coupang. The regulatory headlines have arrived after a tough stretch for the stock, with the share price at US$20.09 and a 30 day share price return showing a decline of 17.22%, contributing to a 90 day share price return showing a decline of 37.36%. The 3 year...
NYSE:DECK
NYSE:DECKLuxury

Assessing Deckers Outdoor (DECK) Valuation As Analyst Views Split Ahead Of Fiscal Q3 Earnings

Several analyst updates around Deckers Outdoor (DECK) are landing just as the company heads into its fiscal third quarter earnings release, and the split views are giving investors plenty to think about. See our latest analysis for Deckers Outdoor. Deckers Outdoor’s share price is at US$100.16 after a recent 1 day share price decline of 1.13%. However, a 90 day share price return of 19.47% suggests momentum has picked up, even as the 1 year total shareholder return of a 53.61% decline...
NYSE:COF
NYSE:COFConsumer Finance

A Look At Capital One (COF) Valuation After Earnings Miss And Regulatory Rate Cap Concerns

Capital One Financial (COF) is back in focus after its fourth quarter 2025 results missed profit expectations, with a weaker efficiency ratio and regulatory concerns around proposed credit card interest rate caps weighing on investor sentiment. See our latest analysis for Capital One Financial. At a share price of $217.11, Capital One Financial has seen a 12.92% 1 month share price decline and a 12.43% year to date share price decline. Its 1 year total shareholder return of 8.25% and 5 year...
NYSE:EQT
NYSE:EQTOil and Gas

EQT Taps AI Data Center Gas Demand With Upside Valuation Potential

EQT (NYSE:EQT) is positioned as a key supplier of natural gas for growing AI data center power needs. The company is working on integrated gas solutions aimed at large scale power producers. EQT is also expanding pipeline infrastructure to move more gas to high demand regions. For you as an investor, the story here is about how a traditional natural gas producer plugs into the AI power build out. EQT focuses on large scale gas supply, and the rise of energy hungry AI data centers is...
NYSE:MCO
NYSE:MCOCapital Markets

Moody’s Expands Lending And Insurance Role With Numerated And CAPE Deals

Moody's (NYSE:MCO) has agreed to acquire Numerated Growth Technologies, a lending technology platform. The company is also acquiring CAPE Analytics, which focuses on insurance risk intelligence. These deals expand Moody's presence in technology driven lending and risk analytics. Moody's, trading at $518.87, is building on its position in credit ratings and analytics by adding more technology focused capabilities. Over the past 3 years, the stock is up 64.9%, and over 5 years it is up 94.4%,...
NYSE:WY
NYSE:WYSpecialized REITs

Assessing Weyerhaeuser’s Valuation After 2024 Results And Recent Share Price Rebound

Why Weyerhaeuser (WY) is on investors’ radar today Weyerhaeuser (WY) is back in focus after reporting 2024 net sales of US$7.1b and net income of US$331 million, putting fresh numbers behind this timberland focused real estate investment trust. See our latest analysis for Weyerhaeuser. At a share price of US$26.23, Weyerhaeuser has seen a 10.49% 1 month share price return and 13.06% 3 month share price return, although its 1 year total shareholder return of 11.92% decline shows longer term...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

A Look At American Electric Power Company’s (AEP) Valuation After Its $2.65b Fuel Cell Expansion And 20 Year Offtake Deal

Fuel cell build out and long term offtake deal reset the story for AEP American Electric Power Company (AEP) has moved ahead with a roughly $2.65b purchase of solid oxide fuel cells and secured a 20 year offtake agreement for a planned facility near Cheyenne, Wyoming. See our latest analysis for American Electric Power Company. At a share price of $119.43, American Electric Power Company has a 1 month share price return of 3.25%, while its 1 year total shareholder return of 23.59% and 5 year...
NYSE:ALK
NYSE:ALKAirlines

Alaska Air Group (ALK) Valuation Check As Earnings Beat And Hawaiian Integration Progress Lift Sentiment

Alaska Air Group (ALK) is back in focus after fourth quarter adjusted earnings per share came in ahead of expectations, alongside ongoing Hawaiian Airlines integration, cargo expansion plans, and a large Boeing aircraft order. See our latest analysis for Alaska Air Group. The earnings surprise and progress on integrating Hawaiian Airlines helped lift sentiment, with a 4% one day share price return contributing to an 8.82% 7 day gain and a 24.01% 90 day share price return, even though the 1...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

A Look At Acadia Healthcare Company (ACHC) Valuation After CEO Transition Back To Debra K. Osteen

CEO transition and board changes at Acadia Healthcare Company (ACHC) Acadia Healthcare Company (ACHC) has replaced Chief Executive Officer Christopher H. Hunter with former CEO Debra K. Osteen, who is also rejoining the board, a leadership shift that could influence how investors view the stock. See our latest analysis for Acadia Healthcare Company. The CEO change comes after a sharp shift in sentiment, with a 90 day share price return of a 41.42% decline and a 1 year total shareholder return...
NYSE:PH
NYSE:PHMachinery

Is Parker-Hannifin (PH) Still Priced Fairly After Its 40% One Year Rally

If you are wondering whether Parker-Hannifin's share price still offers value after a strong run, this article will walk through what the current market price might be implying about the company. The stock recently closed at US$925.97, with returns of 4.3% over the last 30 days, 3.6% year to date, and 40.3% over the past year. The 7 day return was a 0.4% decline and the 3 year and 5 year returns were 194.5% and 268.8% respectively. Recent news coverage has focused on Parker-Hannifin's role...
NYSE:HUBB
NYSE:HUBBElectrical

Is It Too Late To Consider Hubbell (HUBB) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Hubbell's current share price lines up with its underlying worth, you are not alone. This article is here to walk you through that question step by step. Hubbell shares last closed at US$484.14, with returns of 2.5% over 7 days, 6.4% over 30 days, 4.6% year to date, 18.7% over 1 year, 120.5% over 3 years, and 232.0% over 5 years, which naturally raises questions about what you are paying for today. Recent attention on Hubbell has been driven by ongoing investor...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre Expands Beyond Marketplaces As Latin American E Commerce Outlook Rises

MercadoLibre and Endeavor released a new report projecting Latin American e-commerce sales to accelerate, supported by expansion into financial services and logistics. The report highlights Argentina, Brazil, and Mexico as key markets, with regional e-commerce growth expected to outpace global averages. MercadoLibre is presented as a leading player in this shift, moving beyond its marketplace roots into payments, credit, and delivery infrastructure. For investors tracking NasdaqGS:MELI,...
NYSE:PNFP
NYSE:PNFPBanks

Pinnacle Financial Partners Merger And Dividend Shift Valuation And Income Appeal

Pinnacle Financial Partners (NYSE:PNFP) has completed its merger with Synovus Financial, combining more than 160 years of banking experience. The Board of Directors approved a new cash dividend of $0.50 per share, payable to shareholders in February. The merger integration and dividend decision highlight recent corporate actions that may interest income-focused and long-term investors. With the stock recently trading at $95.3, NYSE:PNFP reflects a mixed performance picture, including a...
NYSE:KVUE
NYSE:KVUEPersonal Products

Kenvue Sale Vote Weighs Cash Offer Valuation And Litigation Risks

Shareholders of Kenvue (NYSE:KVUE) are preparing to vote on a proposed sale of the company to Kimberly-Clark. The deal structure includes a mix of cash and Kimberly-Clark shares for Kenvue investors. Proxy advisory firms have recommended that shareholders back the transaction ahead of the vote. The proposal has drawn extra attention because litigation tied to Kenvue products is still ongoing. Kenvue, the consumer health company separated from Johnson & Johnson, sits at the intersection of...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

A Look At Apple Hospitality REIT (APLE) Valuation After Reaffirming Its Monthly Cash Distribution

Apple Hospitality REIT (APLE) recently affirmed a regular monthly cash distribution of $0.08 per share, payable on 17 February 2026. This annualizes to $0.96 and implies a yield near 7.8%. See our latest analysis for Apple Hospitality REIT. At a share price of $11.88, Apple Hospitality REIT’s recent 1 day and 7 day share price returns of 2.7% and 2.5% declines sit against a 90 day share price return of 3.8% and a 1 year total shareholder return of an 18.3% decline, suggesting momentum has...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Should Synaptics’ (SYNA) Astra Edge AI Momentum and Core IoT Surge Require Action From Investors?

Synaptics recently reported strong fiscal Q1 2026 results, highlighted by very large year-over-year growth in its Core IoT portfolio and the launch of its next-generation Astra edge AI processors, which have already secured early customer design wins. A key insight is that Astra’s edge AI capabilities position Synaptics more firmly within the emerging intelligent device ecosystem, potentially deepening its role in customers’ long-term product roadmaps. We’ll now examine how Synaptics’...
NYSE:DOV
NYSE:DOVMachinery

Dover Expands Pullmaster Winch Line To Support Reliability Focus

TWG, a Dover company, has launched the Pullmaster 40 M/H Planetary Winch, expanding its M & H Series product line. The new winch is aimed at demanding marine, industrial, recovery, and resource industry applications. The product is positioned as a specialized solution with a focus on safety and reliability. Dover (NYSE:DOV) is adding this new Pullmaster 40 M/H Planetary Winch at a time when its shares trade around $207.26. The company has delivered returns of 41.6% over the past 3 years and...
NYSE:ELV
NYSE:ELVHealthcare

Is Elevance Health (ELV) Using Rising Revenue and a Higher Dividend to Redefine Its Capital Strategy?

Elevance Health has reported past fourth-quarter and full-year 2025 results, with revenue rising to US$49.75 billion for the quarter and US$199.13 billion for the year, while annual net income and earnings per share were slightly lower than in 2024. Alongside earnings, the company increased its first-quarter 2026 dividend to US$1.72 per share and continued long-running share repurchases, highlighting an ongoing emphasis on returning capital to shareholders. We’ll now examine how Elevance...
NYSE:CXM
NYSE:CXMSoftware

Is Sprinklr (CXM) Offering Value After Recent Share Price Weakness

If you are wondering whether Sprinklr’s current share price really reflects what the business is worth, you are not alone. This article is here to unpack that question in a clear, practical way. Sprinklr recently closed at US$6.56, with share price returns of a 0.8% decline over 7 days, a 15.0% decline over 30 days, a 10.4% decline year to date, and a 29.1% decline over 1 year. These moves may have some investors reassessing both its potential and its risks. Recent coverage of Sprinklr has...
NYSE:MDT
NYSE:MDTMedical Equipment

Is Medtronic (MDT) Fairly Priced After Recent Steady Share Price Performance

If you are wondering whether Medtronic's current share price reflects fair value or leaves some room on the table, this article will walk through the key facts you need to weigh. Medtronic's stock recently closed at US$100.69, with returns of 2.1% over 7 days, 4.3% over 30 days, 4.8% year to date, 12.9% over 1 year, 32.7% over 3 years and 2.6% over 5 years. This gives helpful context before comparing the price to fundamental value. Recent attention on Medtronic has centered around its...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

Littelfuse (LFUS) Valuation Check After Mixed Results Guidance And Dividend Announcement

Littelfuse (LFUS) shares are in focus after the company reported fourth quarter and full year 2025 results, issued first quarter 2026 sales guidance of US$625 million to US$645 million, and affirmed a US$0.75 dividend. See our latest analysis for Littelfuse. The earnings release, new first quarter 2026 sales guidance and confirmed dividend appear to be landing against a supportive backdrop, with a 30 day share price return of 12.99% and a 1 year total shareholder return of 33.85% suggesting...