NYSE:BETA
NYSE:BETAAerospace & Defense

BETA Technologies (BETA): Assessing Valuation After $1 Billion Eve Air Mobility Supply Deal and Fresh Wall Street Buys

BETA Technologies (BETA) is back in the spotlight after landing a multi year deal to supply electric pusher motors for Eve Air Mobility’s large eVTOL backlog, creating a potential revenue stream approaching $1 billion. See our latest analysis for BETA Technologies. The Eve deal drops into an already eventful few weeks for BETA, with new autonomous development partnerships and a wave of upbeat Wall Street initiations helping drive an 8.2% 1 day and 9.5% 7 day share price return. However, the...
NYSE:TPB
NYSE:TPBTobacco

How Prospect Capital’s Bigger Bet And Modern Oral Growth At Turning Point Brands (TPB) Has Changed Its Investment Story

During the third quarter, Prospect Capital Advisors nearly tripled its position in Turning Point Brands, adding 59,250 shares for a total stake valued at about US$9.25 million, as the company reported a very large increase in sales and an 18% rise in adjusted net income in its latest quarter. This combination of heavier institutional ownership and growth in both legacy tobacco and newer modern oral products highlights how Turning Point Brands is trying to reposition its portfolio toward...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Concentrix (CNXC): Revisiting Valuation After Guidance Shift, AI Spend, Insider Buying and Dividend Increase

Concentrix (CNXC) just delivered a mixed update that has investors recalibrating expectations, hiking its revenue outlook for next year while trimming earnings and free cash flow guidance as AI spending and acquisition related interest costs climb. See our latest analysis for Concentrix. The latest update lands after a bruising stretch, with a 90 day share price return of negative 30.6 percent and a 3 year total shareholder return of negative 67 percent. This suggests sentiment is still...
NasdaqGS:COMM
NasdaqGS:COMMCommunications

Is It Too Late To Consider CommScope After Its 278% Rally In 2025?

Wondering if CommScope Holding Company is still a bargain after its huge run up, or if you have already missed the boat? This breakdown is designed to help you figure out what the current share price really implies. The stock has slipped a modest 0.1% over the last week, but that comes after a powerful 21.0% jump over the past month and an eye catching 278.1% gain year to date, with a 264.0% return over the last year that has clearly reset market expectations. Behind those moves, investors...
NYSE:WAB
NYSE:WABMachinery

Is Wabtec (WAB) Still Undervalued After Its Recent Share Price Strength?

Westinghouse Air Brake Technologies (WAB) has quietly turned into a long term compounder, and the recent move in the stock is a good excuse to revisit how its fundamentals stack up. See our latest analysis for Westinghouse Air Brake Technologies. The latest move to a share price of $208.38 caps a steady run, with a roughly mid single digit 90 day share price return and a triple digit three year total shareholder return. This signals that the long term momentum story is still very much...
NYSE:NBHC
NYSE:NBHCBanks

National Bank Holdings (NBHC): Assessing Valuation After Recent Share Price Rebound and 2UniFi Platform Progress

Recent performance and what it might mean for investors National Bank Holdings (NBHC) has been quietly grinding through a mixed stretch, with the stock roughly flat over the past week but still down about 11% year to date and 18% over the past year. See our latest analysis for National Bank Holdings. That choppy pattern continues at today’s share price of $37.51, with a 1 month share price return of 4.6% partly clawing back earlier weakness. At the same time, the 1 year total shareholder...
NYSE:BF.B
NYSE:BF.BBeverage

Brown-Forman (BF.B): Reassessing Valuation After a Recent 9.8% One-Month Share Price Rebound

Brown-Forman (BF.B) has quietly bounced almost 10% over the past month, even though the stock is still down sharply this year. That combination of recent momentum and longer term weakness makes the setup interesting. See our latest analysis for Brown-Forman. That recent 9.8% one month share price return looks more like a short term reset than a full trend change, given the share price is still down sharply year to date and longer term total shareholder returns have been deeply negative...
NYSE:HNI
NYSE:HNICommercial Services

Assessing HNI’s Valuation After a Recent Share Price Rebound (HNI)

HNI is back on investors radar after a steady climb this month, even as the stock remains down over the past year. The move raises questions about whether the recent strength is sustainable. See our latest analysis for HNI. The recent uptick looks more like a pause in a choppy year, with a 90 day share price return of negative 7.99% and a three year total shareholder return of 62.31% hinting that longer term holders are still comfortably ahead. If this kind of rebound has you rethinking your...