NYSE:AES
NYSE:AESRenewable Energy

Does New Clean Energy Partnership Shift The Bull Case For AES’ Renewables Strategy (AES)?

The AES Corporation recently announced a new energy collaboration aimed at advancing its clean power and storage offerings, underscoring its ongoing pivot away from fossil fuel generation. This move reinforces AES’s push to grow contracted renewable and battery projects, a theme that already sits at the center of analysts’ longer-term expectations for the business. We’ll now explore how this new clean energy collaboration may influence AES’s investment narrative, particularly its growing...
NYSE:REVG
NYSE:REVGMachinery

Assessing REV Group (REVG) Valuation After Strong Recent Share Price Momentum

REV Group (REVG) has been on many investors’ radar after its recent share price moves, with the stock’s 1 day, week, month, and past 3 months returns drawing closer attention to its valuation. See our latest analysis for REV Group. Beyond the recent bounce, REV Group’s 30 day share price return of 10.46% and 12 month total shareholder return of 85.62% point to strong momentum building around the US$62.29 share price and its perceived prospects. If REV Group’s move has you looking wider, this...
NYSE:NOW
NYSE:NOWSoftware

Is It Time To Reconsider ServiceNow (NOW) After Recent Software Sector Sentiment Shift

If you are wondering whether ServiceNow's current share price lines up with its long term potential, this article walks through what the numbers are really saying about value. The stock last closed at US$147.45, with returns of a 4.6% decline over 7 days, a 13.7% decline over 30 days, flat performance year to date, a 31.5% decline over 1 year and a 94.8% gain over 3 years alongside a 40.9% gain over 5 years. Recent news flow around ServiceNow has focused on its role as a major workflow and...
NYSE:WM
NYSE:WMCommercial Services

A Look At Waste Management (WM) Valuation After Strong Growth Margins And Operational Improvements

Recent attention on Waste Management (WM) centers on two themes: solid financial metrics such as 10.9% annual revenue growth and strong margins, and leadership efforts aimed at improving safety and workforce engagement. See our latest analysis for Waste Management. Despite the focus on safety and operations, Waste Management’s latest share price of $218.4 comes after a 2.3% 1 month share price return, while its 1 year total shareholder return of 9.9% and 5 year total shareholder return of...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

The Bull Case For Hut 8 (HUT) Could Change Following Its US$200M Bitcoin-Backed Credit Expansion

In December 2025, Hut 8 Mining Corp. amended and restated its credit agreement with Coinbase Credit Inc., increasing the secured Bitcoin-backed facility to up to US$200,000,000, which it fully drew for general corporate purposes while keeping key loan terms broadly unchanged. This expanded, fully utilized facility highlights how Hut 8 is using balance-sheet flexibility and its Bitcoin holdings to support its broader infrastructure ambitions beyond traditional mining. We’ll now explore how...
NYSE:IMAX
NYSE:IMAXEntertainment

Assessing IMAX (IMAX) Valuation After Recent Share Price Pullback And Ongoing Growth Prospects

Why IMAX is on investors’ radar IMAX (NYSE:IMAX) has caught attention after recent share price moves, with the stock down 2.5% over the past day and 3.8% over the past week, yet slightly positive over the past month. See our latest analysis for IMAX. Those short term share price moves sit against a stronger backdrop, with a 90 day share price return of 9.9% and a 1 year total shareholder return near 50%, which suggests earlier momentum has been more supportive than the latest pullback. If...
NYSE:SXT
NYSE:SXTChemicals

Assessing Sensient Technologies (SXT) Valuation After Strong 1 Year Shareholder Return

Sensient Technologies (SXT) is back on investors’ radar after recent share price moves, with the stock now around $93.44. You might be asking whether that level still reflects its fundamentals. See our latest analysis for Sensient Technologies. While the latest 1 day and 7 day share price returns show a small pullback, the 1 year total shareholder return of 35.91% points to momentum that is still supportive rather than fading. If Sensient has you looking wider across ingredient and consumer...
NYSE:FDX
NYSE:FDXLogistics

Assessing FedEx (FDX) Valuation After Recent Share Price Strength And Earnings Narrative Shifts

FedEx (FDX) is back in focus after recent trading, with the stock last closing at $293.13. For investors, the key question is how current performance metrics line up with the company’s earnings power. See our latest analysis for FedEx. Recent trading has been relatively firm, with a 30 day share price return of 6.9% and a 90 day share price return of 21.0%, while the 1 year total shareholder return of 9.5% and 3 year total shareholder return of 64.8% suggest momentum has been building over a...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Does Goldman’s AI Power Call Reframe Fluence Energy’s (FLNC) Grid-Scale Storage Narrative?

Earlier this week, Fluence Energy was highlighted by Goldman Sachs in a new buy recommendation alongside several utility-scale solar and storage peers, with the bank citing expected benefits from rising power needs linked to artificial intelligence data centers. The focus on AI-driven data center demand underscores how grid-scale storage providers like Fluence could become increasingly central to meeting future electricity requirements and supporting large-scale renewable integration. We’ll...
NYSE:MODG
NYSE:MODGLeisure

Assessing Topgolf Callaway Brands (MODG) Valuation After Its Recent 90 Day Share Price Rebound

Topgolf Callaway Brands (MODG) is back on many screens after a recent move in the share price, prompting investors to reassess how its mix of golf venues, equipment, and lifestyle brands is currently valued. See our latest analysis for Topgolf Callaway Brands. At a share price of $11.72, Topgolf Callaway Brands has seen 1 day and 30 day share price returns that are relatively muted compared with a much stronger 90 day share price return of 28.37%. The 1 year total shareholder return of 29.50%...
NYSE:MGY
NYSE:MGYOil and Gas

Assessing Magnolia Oil & Gas (MGY) Valuation After Clear Street’s 2026 Top Pick Endorsement

Clear Street’s latest report puts Magnolia Oil & Gas (MGY) in focus after naming the Houston based producer as one of its top stock ideas for 2026, citing profitability, balance sheet strength, and capital return plans. See our latest analysis for Magnolia Oil & Gas. Magnolia’s share price closed at $22.48 after a 2.7% 1 day share price return. While the 30 day and 90 day share price returns of 4.7% and 6% may indicate fading short term momentum, the 5 year total shareholder return of 182.89%...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Assessing Vertex Pharmaceuticals (VRTX) Valuation As Recent Share Price Momentum Cools

Vertex Pharmaceuticals (VRTX) has been drawing attention after recent trading, with the stock around $452.13 and mixed short term returns. This has prompted investors to reassess how its current price lines up with fundamentals. See our latest analysis for Vertex Pharmaceuticals. Vertex’s recent pullback, including a 1-day share price return of 0.27% decline and a 7-day share price return of 1.66% decline, sits alongside a 90-day share price return of 10.20% and a 1-year total shareholder...
NYSE:MRK
NYSE:MRKPharmaceuticals

Did New Ovarian Cancer Data With BI-1808 and KEYTRUDA Just Shift Merck’s (MRK) Investment Narrative?

BioInvent International recently reported interim Phase 2a data showing that its antibody BI-1808 combined with Merck’s KEYTRUDA (pembrolizumab) produced higher response rates and a favorable safety profile in recurrent ovarian cancer compared with KEYTRUDA alone. This progress in expanding KEYTRUDA’s potential uses comes alongside Merck’s previously announced plan to invest US$1.00 billion in a Delaware manufacturing facility dedicated to the therapy, underlining its central role in the...
NYSE:KVYO
NYSE:KVYOSoftware

Does Klaviyo’s (KVYO) New Co-CEO Structure Reframe Its AI and Go-to-Market Investment Narrative?

In early January 2026, Klaviyo drew fresh analyst attention and was included in Stephens’ 2026 “Best Ideas” list, while also seeing new analyst coverage citing improved revenue and a narrower GAAP net loss. At the same time, the company completed a leadership shift by appointing former Workday executive Chano Fernández as co-chief executive officer alongside co-founder Andrew Bialecki, splitting responsibilities between product and AI on one side and go-to-market and operations on the...
NYSE:KFY
NYSE:KFYProfessional Services

A Look At Korn Ferry (KFY) Valuation After Mixed Earnings Beat And Soft Guidance

Korn Ferry (KFY) drew fresh attention after reporting Q3 revenue up 7% year on year, topping analyst expectations. However, the company paired that beat with slightly lower revenue guidance and an EPS miss for the next quarter. See our latest analysis for Korn Ferry. At a share price of $66.39, Korn Ferry’s 1-day share price return of 0.56% after the earnings beat contrasts with a 90-day share price return decline of 5.99%. Its 5-year total shareholder return of 50.48% points to stronger...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Assessing Nasdaq (NDAQ) Valuation After Recent Results And Analyst Price Targets

Nasdaq (NDAQ) has drawn fresh attention after its latest financial update, with revenue of US$8.17b and net income of US$1.63b prompting investors to reassess how the exchange operator is currently priced. See our latest analysis for Nasdaq. Nasdaq's shares currently trade at US$96.66, with a 30 day share price return of 7.14% and a 90 day share price return of 9.29%. The 1 year total shareholder return of 27.38% and 5 year total shareholder return of 120.29% point to momentum that has been...
NYSE:VAL
NYSE:VALEnergy Services

Did Valaris' (VAL) Offshore Contract Wins and Dayrate Strength Just Shift Its Investment Narrative?

In recent weeks, Valaris has paused after a strong advance as investors weigh its recent offshore drilling contract wins and continued strength in dayrates and capital allocation. This consolidation phase highlights how closely sentiment tracks Valaris’s contract momentum and its ability to secure attractive terms in a tightening offshore rig market. With this backdrop, we’ll now explore how renewed confidence in Valaris’s contract momentum could reshape its broader investment...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Veracyte (VCYT) Valuation Check As Share Price Momentum And Earnings Outlook Diverge

Why Veracyte Is On Investors’ Radar Today Veracyte (VCYT) has been drawing fresh attention after recent share price moves, with the stock recording mixed short term returns and a stronger performance over the past 3 months compared with the recent month. In this context, investors are revisiting the company’s diagnostics-focused business, its current valuation signals, and whether recent price action aligns with Veracyte’s underlying revenue and net income profile. See our latest analysis for...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward (WWD) Valuation Check After Strong Growth And Supportive Sales Outlook

Strong recent growth puts Woodward in focus Woodward (WWD) is drawing fresh attention after two years of organic revenue growth averaging 11.1%, alongside earnings per share growth of 38.1% a year and a supportive 12‑month sales outlook. See our latest analysis for Woodward. Woodward’s recent 90 day share price return of 22.15% and 1 year total shareholder return of 76.39% indicate that momentum has been building around its growth story and perceived risk profile. If Woodward’s run has caught...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH) Valuation Check After Strong Recent Share Price Momentum

Guardant Health (GH) has drawn investor attention recently as its share price performance over the past 3 months and year sits alongside a business that reports US$902.569m in revenue and a net loss of US$398.789m. See our latest analysis for Guardant Health. The recent 90 day share price return of 60.37% and a 1 year total shareholder return of 183.56% suggest momentum has been strong, although the 5 year total shareholder return of a 34.18% loss highlights longer term volatility. If...
NYSE:DCO
NYSE:DCOAerospace & Defense

Assessing Ducommun (DCO) Valuation After Strong 12 Month Shareholder Return

Event context and recent performance Ducommun (DCO) has drawn fresh attention after recent share price gains, with the stock up 1.8% over the past week and 8.2% over the past month, against a year total return of 51.9%. See our latest analysis for Ducommun. With the share price at $96.8, Ducommun’s recent 8.2% 1 month share price return sits alongside a much stronger 12 month total shareholder return of 52%, which suggests momentum has been building over a longer horizon. If Ducommun’s move...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

This Week In Digital Payment - South Africa Embraces Cashless Revolution With Rapid Growth

South Africa's digital payment landscape is experiencing significant growth, as highlighted by a report from EBC Financial Group. The rapid adoption of cashless transactions is fostering greater financial inclusion and economic participation, with card-based transactions projected to surpass ZAR2.9 trillion ($159 billion) by 2025. This growth is driven by increased merchant acceptance, advancements in contactless technology, and the proliferation of mobile-led payments. Moreover, the...