NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Aeva Technologies (AEVA) Is Up 8.9% After Winning Exclusive Level 3 LiDAR Platform Deal

Earlier in December, Aeva Technologies announced that a top European passenger car maker selected Aeva as its exclusive LiDAR supplier for a global Level 3 automated driving platform spanning multiple models and powertrains outside China. This award, following a completed joint development program and complementing Aeva’s Daimler Truck relationship, underscores growing industry adoption of its 4D LiDAR technology over conventional 3D systems. Next, we’ll examine how becoming the exclusive...
NYSE:FR
NYSE:FRIndustrial REITs

Did Activist Pressure to Unlock Warehouse Value Just Shift First Industrial Realty Trust's (FR) Investment Narrative?

On December 4, 2025, activist investor Land & Buildings Investment Management publicly pressed First Industrial Realty Trust to sell assets, return capital to shareholders, and consider a review of strategic alternatives, including a potential sale, to address what it views as a substantial discount to the REIT’s net asset value. This campaign highlights how an investor sees underappreciated value in First Industrial’s warehouse portfolio and is pushing for concrete steps to unlock that...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Baidu’s Kunlunxin Chip Spinoff Plan Could Be A Game Changer For Baidu (BIDU)

Baidu recently confirmed it is exploring a spinoff and potential Hong Kong IPO of its AI chip unit Kunlunxin, which is being evaluated for a valuation of about US$3.00 billion and could file an application as early as the first quarter of 2026, subject to regulatory approvals and final board decisions. This move highlights Baidu's effort to surface the standalone value of its in-house AI semiconductor capabilities, potentially sharpening capital allocation between its core search, cloud, and...
NYSE:CHD
NYSE:CHDHousehold Products

Has The Market Reaction To Church & Dwight’s 18% Slide In 2025 Gone Too Far?

Wondering if Church & Dwight is quietly turning into a bargain? This article will walk through whether the current price makes sense for long term investors or if patience is the smarter move. The stock has drifted sideways in the short term, up just 0.1% over the last week and 0.6% over the past month, but it is still down about 18.5% year to date and 18.9% over the last year. This comes even though the three year return is a positive 9.4% and the five year return is 1.8%. Those muted but...
NYSE:EME
NYSE:EMEConstruction

Is EMCOR Group Still Attractive After Its 607% Five Year Share Price Surge?

If you have been wondering whether EMCOR Group is still worth buying after its huge run, you are not alone. This is exactly the kind of stock where valuation really starts to matter. The share price now sits around $623.65 after climbing 36.3% year to date and 607.6% over the last 5 years, which naturally raises questions about how much upside is left versus the risk of a pullback. Recently, investors have been focusing on EMCOR's role in large scale infrastructure, data center, and...
NYSE:WKC
NYSE:WKCOil and Gas

How Investors Are Reacting To World Kinect (WKC) Buyback, Dividend And New Accounting Chief

World Kinect Corporation recently appointed Michael Kroll as Senior Vice President and Chief Accounting Officer, while also authorizing an open-ended US$150 million share repurchase program and declaring a US$0.20 quarterly dividend payable on January 16, 2026 to shareholders of record on December 15, 2025. Together, the new buyback authorization, maintained cash dividend, and leadership change highlight management’s continued emphasis on shareholder returns and financial governance. Next,...
NYSE:RHI
NYSE:RHIProfessional Services

Robert Half (RHI): Rethinking Valuation as New Worker Mobility Survey Signals Shifting Labor Market Dynamics

Fresh survey data from Robert Half (RHI) shows 38% of employed U.S. workers plan to look for a new job in early 2026, up sharply from mid 2025 and last year. See our latest analysis for Robert Half. The survey headlines are landing at a tricky moment for the stock, with the share price at $27.66 after a steep year to date share price return of -59.63 percent and a one year total shareholder return of -61.4 percent. This suggests sentiment has weakened even as management highlights growth...
NYSE:FE
NYSE:FEElectric Utilities

Has FirstEnergy’s Strong Multi Year Runway Left Much Upside for Investors in 2025?

If you are wondering whether FirstEnergy is still a smart buy after its long run, or if the easy money has already been made, you are in the right place to unpack what the current price really implies. Despite a recent soft patch, with the stock down 1.4% over the last week and 3.7% over the last month, FirstEnergy is still up 10.9% year to date, 14.5% over 1 year, 22.6% over 3 years, and 79.4% over 5 years. Recent moves reflect a mix of shifting sentiment around regulated utilities...
NasdaqGS:CALM
NasdaqGS:CALMFood

Cal-Maine Foods (CALM): Valuation Check After Record Profits in a Challenging Egg Market

Cal Maine Foods (CALM) is back in the spotlight after delivering record profits in a tough egg market, and that strength is drawing fresh attention to the stock. See our latest analysis for Cal-Maine Foods. The stock has cooled off after its earnings pop, with a roughly 20% 3 month share price pullback and 1 year total shareholder return of about minus 12%. However, longer term returns above 200% over 5 years suggest momentum is moderating, not broken. If Cal Maine’s run has you rethinking...
NYSE:ABBV
NYSE:ABBVBiotechs

How AbbVie’s Capital-Light ABBV-230 Deal Reshape At AbbVie (ABBV) Has Changed Its Investment Story

In early December 2025, OSE Immunotherapeutics amended its partnership with AbbVie on the pre-clinical anti-inflammatory antibody ABBV-230, taking back responsibility and funding for preclinical and Phase 1 work while AbbVie keeps exclusive rights to later-stage development and commercialization with the original royalty and milestone terms largely intact. This shift gives AbbVie continued optionality on a potential first-in-class ChemR23-targeting therapy without near-term development...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Cimpress (CMPR): Exploring Whether the Rebound Story Still Leaves Upside in the Valuation

Cimpress (CMPR) has quietly turned into a strong multiyear rebound story, with the stock up roughly 30% over the past 3 months even though the 1 year return is still slightly negative. See our latest analysis for Cimpress. That recent 12.1% 1 month share price return, on top of a 29.6% 3 month share price gain and a powerful 3 year total shareholder return above 200%, suggests momentum is building again from a still recovering base. If Cimpress has you thinking about turnarounds and fresh...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

Is S&P’s Credit Upgrade After IMG Arena Deal Altering The Investment Case For Sportradar (SRAD)?

Sportradar Group’s recent upgrade by S&P Global Ratings to ‘BB’ from ‘BB-’ reflects its more conservative financial policy and the completed acquisition of IMG Arena. This improved credit profile, underpinned by absorbing IMG Arena’s sports rights and data assets, could influence how investors view Sportradar’s long-term resilience. We’ll now examine how the S&P upgrade tied to IMG Arena’s acquisition reshapes Sportradar’s broader investment narrative and risk profile. Find companies with...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

Plexus (PLXS): Reviewing Valuation After Its Recent Share Price Rebound

Plexus (PLXS) has quietly put up a strong run, with the stock up about 14% over the past month and 16% in the past 3 months, even as its 1 year return still lags. See our latest analysis for Plexus. With the share price now at $159.91 and a 30 day share price return close to 14%, Plexus is showing clear upward momentum. Its 1 year total shareholder return is still slightly negative, while multi year total shareholder returns remain strong. If Plexus has you watching for what might run next,...
NYSE:GRMN
NYSE:GRMNConsumer Durables

The Bull Case For Garmin (GRMN) Could Change Following New Defense Win And inReach Launch – Learn Why

In December 2025, Garmin announced that its G5000H integrated flight deck was selected by the Brazilian Air Force, via Ace Aeronautics, to modernize 24 UH-60L Black Hawk helicopter cockpits, while also unveiling the inReach Mini 3 Plus satellite communicator with voice, text and photo capabilities for off-grid adventurers. Together, these developments highlight Garmin’s ability to win complex defense avionics programs and extend its satellite communication ecosystem deeper into the outdoor...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

How Investors May Respond To Madrigal Pharmaceuticals (MDGL) Expanding Rezdiffra Access And Strengthening Finance Leadership

Madrigal Pharmaceuticals recently appointed industry veteran Rita Thakkar as Senior Vice President and Chief Accounting Officer, while continuing to expand commercial access and international availability of its MASH therapy Rezdiffra, including a launch in Germany. The combination of strengthened financial leadership and widening Rezdiffra uptake, supported by broad first-line payer coverage, highlights a focus on scaling disciplined, global growth in MASH treatment. We’ll now examine how...
NYSE:PJT
NYSE:PJTCapital Markets

Is PJT Partners Still Attractive After Its Big Run And Dealmaking Rebound?

Wondering if PJT Partners is still a smart buy after its big run, or if the easy money has already been made? Here is a look at what the current price really implies about its value. The stock has cooled slightly in the last week, down 3.5%, but it is still up 1.8% over the last month, 8.5% year to date, and 129.8% over three years. Recent headlines have focused on a rebound in dealmaking activity and a healthier pipeline for advisory work across Wall Street. That naturally puts a specialist...
NYSE:MO
NYSE:MOTobacco

How Investors Are Reacting To Altria Group (MO) CEO Succession From CFO Sal Mancuso

Altria Group recently announced that long-time CEO William “Billy” Gifford will retire after the company’s May 14, 2026 annual meeting, with current CFO Sal Mancuso stepping up as CEO and Heather Newman, Chief Strategy & Growth Officer, becoming CFO at the same time. This carefully sequenced leadership handover, keeping successors from inside the organization, suggests an emphasis on continuity as Altria pushes further into smoke-free and new growth categories. Next, we’ll explore how this...
NYSE:WK
NYSE:WKSoftware

Can Workiva’s (WK) New Finance And Product Leaders Reframe Its AI Reporting Ambitions?

Workiva Inc. recently announced that Barbara Larson will become Chief Financial Officer and Executive Vice President in January 2026, while CEO Julie Iskow steps in as interim CFO and Treasurer from late December 2025, alongside the appointment of Deepak Bharadwaj as Executive Vice President and Chief Product Officer. Together, these leadership moves bring in seasoned expertise from companies like Workday, Adobe, and ServiceNow to sharpen Workiva’s financial discipline and accelerate...
NYSE:NVGS
NYSE:NVGSOil and Gas

Navigator Holdings (NVGS): Assessing Valuation After a Steady Multi‑Year Share Price Climb

Navigator Holdings (NVGS) has quietly built an impressive track record, with shares up about 15% over the past year and more than 50% in the past 3 years, outpacing many shipping peers. See our latest analysis for Navigator Holdings. Trading at around $17.49, Navigator’s recent share price return has been modest, but the solid one year and multi year total shareholder returns suggest investors are steadily warming to its cash generation and niche gas carrier exposure. If Navigator’s steady...
NYSE:VICI
NYSE:VICISpecialized REITs

Does VICI Properties Share Price Reflect Its Casino Empire And Long Term Lease Growth?

Wondering if VICI Properties is quietly becoming a bargain, or if the market is correctly pricing its casino and entertainment empire today? Even though the stock is up about 3.4% over the last week, it is still roughly flat year to date at around $28.66 and only modestly positive over three years. That makes its 43.8% gain over five years look like a distant memory. Recent headlines have focused on VICI's continued role as a major landlord on the Las Vegas Strip and its steady deal making...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

Did LGI Homes' November Closings and Rental Mix Just Shift LGI Homes' (LGIH) Investment Narrative?

In November 2025, LGI Homes closed 398 homes, including 8 current or former single-family rental properties, across 140 active selling communities. This mix of traditional and rental home closings highlights LGI Homes’ continued push to diversify revenue streams within its existing community footprint. Next, we’ll explore how softer sector demand signaled by Toll Brothers’ forecast could reshape LGI Homes’ investment narrative amid its recent November closings. We've found 13 US stocks...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines (DAL): Assessing Valuation After a 15% Share Price Climb and Strong Three-Year Returns

Delta Air Lines (DAL) has quietly outperformed many travel stocks over the past month, gaining around 15%, as investors reassess the carrier’s earnings power and valuation heading into the busy holiday travel season. See our latest analysis for Delta Air Lines. The recent 15.4% 1 month share price return has pushed Delta closer to its 69.81 dollar level highs for the year. That momentum builds on a three year total shareholder return of about 116.7%, suggesting investors are warming to its...
NYSE:DEI
NYSE:DEIOffice REITs

Is Douglas Emmett a Bargain After a 38% Share Price Slide in 2025?

Wondering if Douglas Emmett is a beaten down office REIT that the market has mispriced or a value trap in plain sight? This breakdown will walk you through what the numbers actually say about its value. Despite a tough run with the share price down 1.7% over the last week, 2.6% over the last month, and almost 38% year to date, moves like this often create the kind of valuation gaps long term investors look for. Much of the recent share price pressure has come as investors rethink the future...
NYSE:GTLS
NYSE:GTLSMachinery

Is Chart Industries Still Attractively Priced After Strong Multi Year Share Price Gains?

If you have been wondering whether Chart Industries at around $205 a share is still a smart buy or already priced for perfection, you are in the right place. The stock has crept up modestly in the short term, with returns of 0.3% over the last week, 1.1% over the last month, and 8.4% year to date, building on a much bigger 76.5% gain over three years and 83.8% over five. Recent headlines have focused on Chart Industries as a key player in cryogenic equipment and clean energy infrastructure...