NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy Merger Talks With Coterra Put Valuation And Scale In Focus

Devon Energy (NYSE:DVN) is reportedly in advanced talks to merge with Coterra Energy. The potential deal would combine two major oil and gas producers with sizable Permian Basin exposure. If agreed, this transaction could rank among the largest sector combinations in recent years. For you as an investor, the key point is scale. Devon Energy is a large independent exploration and production company, and Coterra is a significant peer with overlapping shale footprints, especially in the...
OTCPK:DIDI.Y
OTCPK:DIDI.YTransportation

A Look At DiDi Global (OTCPK:DIDI.Y) Valuation As Tokyo Taxi Partnership Expands Its Reach

DiDi Global (DIDI.Y) has drawn fresh attention after partnering with S.Ride to supply taxis for Didi users in Tokyo, a move that extends its mobility platform further into Japan’s capital. See our latest analysis for DiDi Global. The latest Tokyo partnership comes after a tougher period for the stock. DiDi Global’s 30 day share price return of 10.80% and 90 day return of 26.86% are both in decline. At the same time, the 1 year total shareholder return of 1.29% and 3 year total shareholder...
NYSE:UGI
NYSE:UGIGas Utilities

Assessing UGI (UGI) Valuation After Recent Share Price Momentum And Revenue Performance

Event context and recent share performance UGI (UGI) has drawn investor attention recently as its shares moved after a period that included a 1 day return of around a 1% decline, contrasted with gains over the past week and month. Those shorter term moves sit alongside UGI’s reported annual revenue of about US$7.3b and net income of US$678.0m. This gives investors a reference point as they weigh how the stock’s recent performance compares with the wider utilities sector. See our latest...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie Links U.S. Investment Pledge And Pricing Shift To Cancer Pipeline

AbbVie entered a voluntary agreement with the Trump administration to invest $100 billion in U.S. research and manufacturing over the next decade and to expand direct-to-patient access. The company reported topline Phase 3 EPCORE DLBCL-1 data for epcoritamab, indicating clinical benefit in a difficult-to-treat lymphoma setting. These moves connect drug pricing policy conversations with AbbVie’s long-term U.S. footprint and oncology pipeline plans. AbbVie, trading on the NYSE under ticker...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Assessing Zoom Communications (ZM) Valuation After Its Rebrand To A Broader AI Work Platform

Zoom Communications stock triggered overview Zoom Communications (ZM) has been drawing fresh attention after its recent name change from Zoom Video Communications, a shift that reflects its broader AI focused work platform and multi product offering beyond video meetings. See our latest analysis for Zoom Communications. That rebrand has coincided with a pick up in momentum, with a 7 day share price return of 7.4% and a year to date share price return of 10.6%, even as the 1 year total...
NYSE:T
NYSE:TTelecom

AT&T Fiber Deal Reshapes Growth Outlook And Shareholder Return Mix

AT&T (NYSE:T) announced an agreement to acquire Lumen’s fiber business, aiming to expand its fiber broadband footprint to millions of additional locations. The company plans to place the combined fiber assets into a new subsidiary and sell a stake in that entity. Management also outlined a fresh shareholder return plan that includes continued dividends and share buybacks. For you as an investor, this centers on AT&T’s core wireline broadband and fiber business, an area many telecoms see as...
NYSE:SNOW
NYSE:SNOWIT

Is Snowflake (SNOW) Quietly Recasting Its Moat as the Data Backbone of Global Energy?

In late January 2026, Snowflake launched its Energy Solutions offering, bundling governance tools, partner-built applications, and sector-specific datasets to help power, utilities, and oil and gas companies use data and AI to modernize infrastructure and operations. This rollout is underpinned by collaborations with players such as Itron, Argus, Tredence, SymphonyAI, Sigma, Hightouch, and others, signaling Snowflake’s push to become a core data and AI backbone for energy and critical...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

Will Earnings Growth and a Fresh Buyback Plan Change TriCo Bancshares' (TCBK) Investment Narrative

TriCo Bancshares recently reported its fourth quarter and full-year 2025 results, with net interest income of US$92.23 million in the quarter and full-year net income of US$121.56 million, alongside higher diluted earnings per share from continuing operations versus the prior year. On the same day, the Board authorized a new buyback plan for up to 2,000,000 shares after completing a prior repurchase of 1,885,076 shares, underscoring ongoing use of excess capital to return cash to...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Is Moderna (MRNA) Using Recordati To Test A Capital‑Light Blueprint For Rare Disease Growth?

Moderna has announced a collaboration and license agreement with Recordati to advance mRNA-3927 for propionic acidemia, with Moderna leading development and manufacturing while Recordati prepares to handle global commercialization if the therapy is approved. The deal, which includes up to US$160 million in upfront and near-term milestone payments plus future milestones and royalties, underlines Moderna’s push to build a rare disease franchise beyond its COVID-19 vaccine business. Next, we’ll...
NYSE:CUBE
NYSE:CUBESpecialized REITs

Is CubeSmart (CUBE) Pricing Look Interesting After Recent Self Storage REIT Reassessment

If you are wondering whether CubeSmart is offering good value at around US$37.53 per share, you are not alone. This article is built to unpack what that price might really mean. The stock has had mixed recent returns, with a 1.9% decline over the last 7 days, a 4.1% gain over the last 30 days, a 6.0% gain year to date, and a 5.2% decline over the last year, while sitting on a 31.7% gain across 5 years. Recent news coverage has focused on CubeSmart as part of broader self storage and real...
NYSE:MGM
NYSE:MGMHospitality

Did Weak Las Vegas Strip Gaming And New Solar Deal Just Shift MGM Resorts International's (MGM) Investment Narrative?

In January 2026, data showed December gross gaming revenue on the Las Vegas Strip fell again year over year, pressuring MGM Resorts International given its heavy dependence on that market and existing balance-sheet concerns. At the same time, MGM advanced its long-term sustainability agenda by sourcing up to all of its daytime Strip electricity needs from a new Nevada solar and storage project under a 25-year agreement. Next, we’ll look at how softer Strip gaming trends and MGM’s financial...
NYSE:BMI
NYSE:BMIElectronic

Assessing Badger Meter’s Valuation After Q4 Revenue Miss And Sharp Post Earnings Sell Off

Badger Meter (BMI) is back in focus after its fourth quarter 2025 update, where revenue came in below Wall Street expectations even as earnings per share, net income, and full year results set new records. See our latest analysis for Badger Meter. The Q4 revenue miss and sharp post earnings sell off sit against a weaker near term trend, with a 7 day share price return of 13.53% decline and a 30 day share price return of 15.96% decline, while the 5 year total shareholder return of 52.62% still...
NYSE:DLX
NYSE:DLXCommercial Services

Deluxe (DLX) Earnings Growth And 4% Net Margin Challenge Debt Risk Concerns

Deluxe (DLX) has just wrapped up FY 2025 with fourth quarter revenue of US$535.3 million and basic EPS of US$0.33, underpinned by trailing twelve month revenue of about US$2.1 billion and EPS of US$1.87. Over the past year, the company has seen revenue move from US$520.5 million and EPS of US$0.28 in Q4 2024 to US$535.3 million and US$0.33 in Q4 2025, while full year trailing net income reached US$85.2 million, suggesting firmer margins around the edges of the business. For investors watching...
NasdaqGS:VEON
NasdaqGS:VEONWireless Telecom

VEON Growth Story Links Uzbekistan Digital Push And Kyivstar Listing Potential

VEON (NasdaqGS:VEON) is expanding its digital and cybersecurity operations in Uzbekistan with a new network operations center and the launch of BuildX, a software development and AI company. The company is also preparing a U.S. public offering of shares in its Ukrainian subsidiary Kyivstar, following preliminary results that indicate substantial annual growth under challenging geopolitical conditions. Together, these steps mark a material shift in VEON's regional footprint and could...
NYSE:V
NYSE:VDiversified Financial

Is Visa (V) Still Attractive After Recent Share Price Weakness?

If you are wondering whether Visa's share price still offers value, this article will help you weigh what the current market price might be implying about the business. Visa recently closed at US$321.83, with returns of a 1.3% decline over 7 days, an 8.2% decline over 30 days, a 7.1% decline year to date, a 5.2% decline over 1 year, and gains of 43.0% over 3 years and 59.8% over 5 years that may change how you think about its risk and reward trade off. Recent coverage around Visa has focused...
NYSE:NABL
NYSE:NABLSoftware

N able AI Push Links Cyber Resilience Platform To Undervalued Shares

N-able (NYSE:NABL) introduced advanced AI-driven upgrades across its cyber resilience platform. The rollout focuses on endpoint management, security operations, and data protection for managed service providers and their small- and mid-sized business clients. The company is positioning these AI features as a response to more complex cyberthreats and IT environments. N-able focuses on software for managed service providers that support small- and medium-sized businesses, a segment that...
NYSE:VIK
NYSE:VIKHospitality

Is Viking Holdings (VIK) Still Attractive After A 44% One Year Share Price Gain

If you are wondering whether Viking Holdings at US$74.29 is starting to look expensive or still offers value, you are not alone in asking that question. The stock has delivered a 6.6% return over the past 7 days, 3.0% over the last 30 days and 43.7% over the past year, which has changed how some investors may be thinking about both its potential and its risks. Recent coverage has focused on Viking Holdings as a cruise operator with a strong brand in river and ocean cruising, as investors...
NasdaqGS:WIX
NasdaqGS:WIXIT

A Look At Wix.com (WIX) Valuation After Wix Harmony And New US$2b Buyback Program

Wix.com (WIX) is back on investors’ radar after its new AI website builder, Wix Harmony, sparked a sharp shift in sentiment by pairing natural language prompts with full visual editing and enterprise-focused stability. See our latest analysis for Wix.com. That product story is now intersecting with the share price in a meaningful way. The recent launch of Wix Harmony and the newly authorized US$2b buyback program arrive after a stretch that includes a 30 day share price return of 13.01% and a...
NYSE:BKV
NYSE:BKVOil and Gas

Assessing BKV (BKV) Valuation After Recent Share Price Momentum

BKV (BKV) shares have moved higher recently, with a 5.1% gain over the past day and double digit returns over the month and past 3 months, putting fresh attention on the company’s fundamentals. See our latest analysis for BKV. That 5.1% 1 day share price return builds on a 7 day share price return of 7.7% and a 90 day share price return of 28.2%, while the 1 year total shareholder return of 21.4% shows momentum has been building over a longer stretch. If BKV’s recent move has you looking...
NYSE:BXP
NYSE:BXPOffice REITs

What BXP (BXP)'s Q4 Profit Rebound and Cautious 2026 Outlook Means For Shareholders

In late January 2026, BXP, Inc. reported fourth-quarter 2025 results showing higher revenue of US$877.1 million and a swing to net income of US$248.49 million, while also issuing 2026 earnings guidance of US$0.32–US$0.34 EPS for the first quarter and US$2.08–US$2.29 for the full year. Alongside the earnings release, BXP highlighted over US$1 billion of recent asset sale proceeds and ongoing portfolio reshaping, signalling a continued emphasis on balance sheet flexibility and reinvestment...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum’s FAU Move And Fortune 100 Deal Contrast With Weakness

D-Wave Quantum (NYSE:QBTS) is relocating its U.S. headquarters and setting up a key R&D hub in Boca Raton, Florida. The company agreed to a US$20 million hardware sale to install a quantum computer at Florida Atlantic University. D-Wave also signed a US$10 million quantum computing as a service contract with a Fortune 100 enterprise client. D-Wave Quantum focuses on quantum computing systems and services, with an emphasis on practical optimization problems that interest both enterprises and...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

A Look At Sirius XM (SIRI) Valuation After Recent Share Price Weakness

Sirius XM Holdings (SIRI) continues to attract attention from investors who are evaluating how its current share price compares with fundamentals such as revenue of US$8.553b and net income of US$993m. See our latest analysis for Sirius XM Holdings. At a share price of US$20.06, Sirius XM Holdings has seen a 7.51% share price decline over the past 90 days and an 8.91% fall in total shareholder return over the last year, which points to fading momentum as investors reassess growth potential...
NYSE:DTM
NYSE:DTMOil and Gas

A Look At DT Midstream (DTM) Valuation After Recent Executive Leadership Changes

DT Midstream (DTM) is reshaping its leadership, with long-time Chief Executive Officer David Slater elected Executive Chairman and Christopher Zona stepping into the President role while continuing as Chief Operating Officer. See our latest analysis for DT Midstream. Those leadership changes come at a time when DT Midstream’s share price, at US$125.47, has been gaining ground, with a 90 day share price return of 14.59% and a 3 year total shareholder return of about 7x. This suggests momentum...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

A Look At Credo Technology Group (CRDO) Valuation After Blue Heron 224G AI Retimer Launch

Credo Technology Group Holding (CRDO) has drawn fresh attention after launching its Blue Heron 224G AI scale up retimer, a chip aimed at tackling wiring and signal integrity constraints inside AI focused data centers. See our latest analysis for Credo Technology Group Holding. Even with the Blue Heron launch and a recent patent license agreement with 3M, the share price has been under pressure in the short term, with a 30 day share price return of 10.66% and a 90 day share price return of...