NYSE:GDDY
NYSE:GDDYIT

What the Recent 7.4% Pullback Means for GoDaddy’s True Value in 2025

Thinking about what to do with GoDaddy stock? You’re definitely not alone. Over the past few weeks, shares of GoDaddy have shown a bit of volatility that has left many investors pausing to reassess. After a steady climb over the last several years, the stock recently pulled back by 7.4% in the past month but is still up an impressive 85.1% over the last five years. This kind of longer-term performance is hard to ignore. Some of the recent moves can be traced back to fresh headlines around the...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

Churchill Downs (CHDN): Assessing Valuation Following Record Earnings and Kentucky Derby Growth Momentum

Churchill Downs (CHDN) delivered record net revenue and adjusted EBITDA in its third quarter, driven by a surge in its Live and Historical Racing segment as well as momentum from the Kentucky Derby. See our latest analysis for Churchill Downs. Churchill Downs’ share price has rebounded sharply in the last week, up over 11% following upbeat results. However, it remains down around 23% year-to-date and has delivered a disappointing -28% total shareholder return over the past year. Recent...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

Can Slower Billings Growth at Alarm.com (ALRM) Reveal New Trends in IoT Demand and Pricing Power?

In recent days, Alarm.com Holdings has faced scrutiny after reports of slower billings growth and decelerating estimated sales growth, igniting debate about underlying demand and pricing ability. This development has turned attention to the sustainability of Alarm.com’s topline momentum in a competitive and rapidly evolving IoT marketplace. We’ll explore how concerns regarding slower sales and billings growth could influence Alarm.com’s investment outlook and growth assumptions. We've found...
NYSE:EVR
NYSE:EVRCapital Markets

Should You Reconsider Evercore After Shares Rally 350% in Five Years?

Thinking about what to do with Evercore stock right now? You’re definitely not alone. With shares closing at $324.24, many investors are looking for reasons to either hold, buy more, or lock in some impressive long-term gains. It’s been a bit of a rollercoaster: the last week brought a 2.9% bump, clawing back after a tougher 30 days that saw a dip of 5.3%. Take a step back, though, and Evercore’s long-term trajectory is hard to ignore, rocketing over 350% in the past five years and posting a...
NYSE:HLIO
NYSE:HLIOMachinery

Helios Technologies (HLIO): Exploring Valuation After Recent Momentum and Sector Trends

Helios Technologies (HLIO) shares have edged slightly lower in recent trading, even as the company continues to show steady growth over the past month. Investors may be weighing current performance in relation to broader capital goods sector trends. See our latest analysis for Helios Technologies. Helios Technologies’ share price has climbed a robust 26.7% so far this year, with a recent 47.5% gain over the last 90 days indicating a surge in investor momentum. While the 1-year total...
NasdaqGS:PFBC
NasdaqGS:PFBCBanks

Is PFBC’s Surprising Efficiency Hinting at a Durable Advantage in Regional Banking?

Preferred Bank recently reported its third-quarter 2025 earnings, posting net interest income of US$71.31 million and net income of US$35.94 million, both higher than the same period last year, accompanied by basic earnings per share of US$2.90. An interesting aspect of this report is the bank’s improved efficiency ratio, which exceeded analyst expectations even as sector peers faced pressure from loan quality concerns and regional challenges. We will now explore how Preferred Bank’s strong...
NYSE:NLY
NYSE:NLYMortgage REITs

Assessing Annaly Capital Management (NLY) Valuation After Strong Q3 Earnings Beat and Net Income Growth

Annaly Capital Management posted third-quarter results that outpaced market forecasts, with both earnings and revenue exceeding expectations. The company saw substantial net income growth, supported by effective capital strategies and improving market conditions. See our latest analysis for Annaly Capital Management. Annaly’s upbeat quarter comes after a year of steadily building momentum. The latest $20.95 share price is supported by a solid 13.98% year-to-date share price return and an...
NYSE:CVX
NYSE:CVXOil and Gas

Does Chevron’s Hess Merger Make Its Current Share Price Attractive in 2025?

If you have been eyeing Chevron lately and trying to decide whether to stick with your shares, add more, or just move on, you are definitely not alone. There is a lot to unpack right now. The stock has had a fairly bumpy stretch, closing most recently at $155.56. After a solid jump of 1.6% over the last week, Chevron is still shaking off a 2.9% decline over the past month. Taking a broader view, you will see a 6.0% gain for the year to date and an even more impressive 177.8% surge over five...
NYSE:GHC
NYSE:GHCConsumer Services

Has Graham Holdings Become a Bargain After Its 13.7% Share Price Drop?

If you’ve found yourself eyeing Graham Holdings after its most recent moves, you’re not alone. Whether you’re considering holding, trimming, or jumping in fresh, the stock’s behavior lately has gotten plenty of investors talking. Despite facing a pullback of 13.7% over the last 30 days, which might have rattled less seasoned hands, Graham Holdings is still up an impressive 18.1% year to date and 33.8% over the past year. Step back further, and you see gains of 67.4% across three years and...
NYSE:BAH
NYSE:BAHProfessional Services

Why Booz Allen Hamilton (BAH) Is Down 6.8% After Cutting Guidance Amid Civil Contracting Slowdown

Booz Allen Hamilton Holding Corporation recently reported its fiscal second-quarter earnings, revealing a drop in revenue to US$2.89 billion and net income of US$175 million, both lower than the same period last year, and cut its full-year revenue and earnings guidance due to a significant slowdown in government contract funding for its civil business. Despite this, the company is ramping up cost reduction efforts and expanding its share buyback authorization by US$500 million to support...
NYSE:CTVA
NYSE:CTVAChemicals

Assessing Corteva (CTVA) Valuation as Analyst Targets Diverge from Recent Price Trends

Corteva (CTVA) saw its stock move just slightly today, closing at $63.66. Share prices have risen 4% over the past week but are still down 12% over the past 3 months, reflecting recent sector headwinds. See our latest analysis for Corteva. Corteva’s share price has swung back and forth this year, with recent gains indicating a possible shift in sentiment after a difficult quarter. Over the past year, total shareholder return reached 6.6%, suggesting that despite the bumps, long-term investors...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Should Zimmer Biomet's (ZBH) Robotics Showcases and Monogram Integration Prompt Investor Action?

Zimmer Biomet Holdings recently showcased a suite of advanced orthopedic robotics and musculoskeletal innovations at the 2025 American Association of Hip and Knee Surgeons Annual Meeting, featuring FDA-cleared technologies and new digital solutions. An important highlight was the integration of recently acquired Monogram surgeon-guided robotic technology, underscoring Zimmer Biomet's focus on robotics, data-driven surgery, and customer-centric orthopedic solutions. We'll explore how the...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

How IGEL's Prisma Browser Integration With Palo Alto Networks (PANW) Reflects Its Cloud Security Ambitions

Earlier this week, IGEL announced that the Palo Alto Networks Prisma Browser, a SASE-natively integrated secure browser, is now available on the IGEL App Portal, combining IGEL OS with Prisma Browser to enhance endpoint security for organizations operating in hybrid and cloud environments. This integration provides enterprise-grade security and regulatory compliance features, catering to critical industries such as healthcare and finance where data protection and consistent Zero Trust access...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Does Biogen’s (BIIB) Vanqua Deal and SLE Data Reinforce Its Long-Term Immunology Strategy?

In the past week, Biogen Inc. announced it has gained exclusive worldwide rights to Vanqua Bio’s preclinical oral C5aR1 antagonist in a deal potentially worth over US$1 billion, while also presenting new positive Phase 3 clinical data for dapirolizumab pegol in systemic lupus erythematosus at the American College of Rheumatology Convergence 2025 in Chicago. The new results suggest that dapirolizumab pegol is one of few biologics with positive late-stage data in global SLE studies, and the...
NYSE:DAL
NYSE:DALAirlines

How Does Delta Stack Up After a 104.5% Five-Year Climb?

Trying to figure out what to do with Delta Air Lines stock right now? You are definitely not alone. The airline’s shares have caught the eye of investors, with Delta not just holding steady, but delivering impressive returns across most timeframes. Over the past week, Delta gained 2.2%, stacking on a 6.6% rise over the last 30 days. Zoom out further and you will spot an 80.7% gain in three years and a truly remarkable 104.5% climb in the past five. Clearly, this is a stock with no shortage of...
NYSE:LYV
NYSE:LYVEntertainment

Live Nation (LYV): Assessing Valuation Following Recent Share Price Performance

Live Nation Entertainment (LYV) has drawn some fresh attention from investors lately, with its stock movement over the past month sparking renewed curiosity about the company’s long-term performance and current valuation landscape. See our latest analysis for Live Nation Entertainment. Live Nation’s shares have cooled off a bit in recent weeks, but when you zoom out, the story looks a lot brighter. The stock has posted an impressive 18.29% share price return so far this year, and a stellar...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Is Sarepta Therapeutics Set for a Comeback After 24% Jump on Gene Therapy Progress?

Let’s be honest: if you’re following Sarepta Therapeutics stock, it probably feels a bit like riding a rollercoaster. After falling sharply over the last year, with shares down about 82.6% in twelve months, Sarepta has recently shown signs of life. In just the past month, the stock is up 24.2%, and even the last week has brought in a small gain of 1.3%. That kind of whiplash makes it tough to know whether you’re catching a bargain or stepping into a value trap. What’s behind this big swing?...
NYSE:CRM
NYSE:CRMSoftware

Is There an Opportunity in Salesforce After AI Expansion Sparks Stock Bounce?

Thinking about what to do with Salesforce stock? You are not alone, and these days, there is more buzz and debate than ever. With a closing price of $254.83, Salesforce has seen its share price climb 4.8% in the past week and 4.7% over the last month, suggesting renewed interest or maybe just a touch of optimism in the cloud computing giant. Yet if you zoom out, the longer-term picture is less rosy: the stock is down 22.9% year-to-date and has slipped 11.7% over the past year. Still,...
NYSE:BUR
NYSE:BURDiversified Financial

Burford Capital (NYSE:BUR): Evaluating Valuation in Light of New YPF Litigation Timeline Update

Burford Capital (NYSE:BUR) recently disclosed a fresh update on its high-profile YPF litigation, with oral arguments for the main appeal now scheduled for late October 2025. This legal milestone could prove important for Burford’s ongoing operations and future outlook. See our latest analysis for Burford Capital. Burford Capital’s share price has taken investors on a rocky ride this year, falling nearly 20% since January as ongoing headline events, like the YPF legal saga and its upcoming...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

A Fresh Look at InterDigital's (IDCC) Valuation Following New Licensing Deals in Wireless and EV Charging Tech

InterDigital (IDCC) has just renewed its patent license agreement with Sharp and signed a new licensing deal with an EV charger manufacturer. These developments reflect the company’s growing influence in wireless, video, and now EV charging technologies. See our latest analysis for InterDigital. The momentum behind InterDigital is hard to ignore, especially with recent licensing wins amplifying a strong run. Its year-to-date share price return sits at an impressive 93%, while the one-year...
NasdaqGS:VTYX
NasdaqGS:VTYXPharmaceuticals

Ventyx Biosciences (VTYX) Is Up 48.2% After Positive Phase 2 Data for Oral Cardiometabolic Therapy – Has The Bull Case Changed?

Ventyx Biosciences recently announced positive topline results from its Phase 2 clinical trial of VTX3232, showing significant reductions in key inflammatory biomarkers such as hsCRP and IL-6 in patients with obesity and cardiovascular risk factors. An interesting insight from the study is that VTX3232 achieved a robust safety and tolerability profile, both as a standalone therapy and in combination with semaglutide, highlighting its potential as a new oral anti-inflammatory option in...
NasdaqGS:CECO
NasdaqGS:CECOCommercial Services

Is Now the Right Time to Consider CECO Environmental After 66% Share Price Rally in 2025?

If you’ve been eyeing CECO Environmental and wondering whether it’s time to get in, stay patient, or take wins off the table, you’re not alone. This stock has been quietly (and not so quietly) rewarding attentive investors with some eye-popping returns. Just check out the numbers: up 6.7% over the past week, 5.9% in the last month, and an astonishing 66.1% so far this year. Zoom out further, and the gains are even more impressive: nearly 95% for the past year and a staggering 637% over the...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase (JPM): Valuation Insights as Crypto Collateral and Strong Earnings Drive Investor Focus

JPMorgan Chase is making waves this week as it prepares to let institutional clients use Bitcoin and Ethereum as collateral for loans. This development underscores a new chapter for digital assets on Wall Street. This move, paired with solid gains in the bank’s investment banking and trading businesses, gives investors a lot to think about in terms of growth and market positioning. See our latest analysis for JPMorgan Chase. JPMorgan Chase’s latest moves come on the heels of strong financial...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

MaxLinear (MXL) Is Down 8.0% After Reporting 56% Revenue Jump and Narrower Net Loss – Has the Bull Case Changed?

MaxLinear reported third quarter 2025 results, posting US$126.46 million in sales, a sharp increase from US$81.1 million a year earlier, and reducing its net loss to US$45.49 million from US$75.79 million in the same period. Management highlighted especially strong momentum in high-speed data center optical interconnects and signaled further growth prospects in 5G wireless and AI-driven infrastructure solutions. With MaxLinear’s revenue rising 56% year-over-year, we'll explore how this...