NYSE:XYZ
NYSE:XYZDiversified Financial

Has Block’s Share Price Slump Created an Opportunity in 2025?

If you have been wondering whether Block is a beaten down bargain or a value trap, you are not alone. This article is going to walk through the numbers with you. After falling to around $60.11, Block is down roughly 7.6% over the last week and 19.1% over the past month, extending a tough run that leaves it about 39.2% lower over the last year and 71.0% below its 5 year level. Recent headlines have focused on Block doubling down on its Cash App ecosystem and expanding its Bitcoin related...
NYSE:QS
NYSE:QSAuto Components

QuantumScape’s Cobra Separator Breakthrough and Ducati Tests Could Be A Game Changer For QuantumScape (QS)

In November 2025, QuantumScape used its second annual Solid-State Battery Symposium in Kyoto to unveil a breakthrough Cobra ceramic separator manufacturing process and showcase its QSC5 solid-state lithium-metal batteries in Ducati’s V21L motorcycle field tests. By pairing a more efficient path to large-scale solid-state battery production with deeper partnerships at Corning, Murata, and a top 10 global automaker, QuantumScape is pushing its licensing-led commercialization route further into...
NYSE:MCO
NYSE:MCOCapital Markets

Moody's (MCO): Assessing Valuation After New Pegasystems and Entegra Data Integration Partnerships

Moody's (MCO) is back in the spotlight after new collaborations with Pegasystems and Entegra plugged its data directly into client workflows, quietly strengthening its role at the core of financial infrastructure. See our latest analysis for Moody's. Against that backdrop, Moody's share price has been fairly steady this year. A modest year to date share price return suggests momentum has cooled, even as the three year total shareholder return above 70% underlines how strong the longer term...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Is Agilysys’ Global IHG POS Win (InfoGenesis) Altering The Investment Case For AGYS?

On 2 December 2025, Agilysys, Inc. announced that its cloud-native InfoGenesis POS platform has been approved across all IHG Hotels & Resorts segments globally, positioning it as a core enterprise system for food-and-beverage, retail, and non-traditional service areas. This deepened relationship with one of the world's largest hotel groups underscores InfoGenesis’ ability to integrate with complex property systems and scale across diverse brand tiers, enhancing Agilysys’ role in enterprise...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Is It Too Late To Consider Ulta Beauty After Its Strong 2025 Share Price Rally?

If you are wondering whether Ulta Beauty is still attractive after such a strong run, or if the best days are already priced in, this article will walk through what the numbers say about its value. The stock has quietly climbed to around $548, up 2.4% over the last week, 5.9% over the past month, and 27.7% year to date, adding to a 37.1% gain over the last year and 98.8% over five years. Recent headlines have focused on Ulta's ongoing store expansion, growing partnerships with major beauty...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

Does Goldman’s Conviction-List Exit Change How Investors Weigh OLED’s Fundamentals Against Market Sentiment?

Goldman Sachs recently removed Universal Display from its US Conviction List as part of a routine monthly update, reflecting a reassessment of the company’s market outlook despite its strong margins and solid balance sheet. This shift in analyst stance highlights how sentiment can change even when a company maintains healthy financials, underscoring the importance of perception alongside fundamentals. We’ll now explore how Goldman Sachs’ decision to drop Universal Display from its Conviction...
NYSE:BA
NYSE:BAAerospace & Defense

US Stock Market Today: S&P 500 Futures Edge Higher on Looming Fed Rate Cut

The Morning Bull - US Market Morning Update Wednesday, Dec, 3 2025 US stock futures are pointing modestly higher this morning, with a key economic scorecard, the main US interest rate, expected to be cut by a quarter of a percentage point as early as next week. That potential rate cut signals cheaper borrowing costs for households and businesses, which generally helps growth focused and technology names. At the same time, a second straight weekly drop in US oil inventories, about 2.5 million...
NYSE:FNF
NYSE:FNFInsurance

Revisiting Fidelity National Financial’s Valuation After Its Recent One-Month Share Price Gain

Fidelity National Financial (FNF) has quietly outperformed over the past month, even as the stock remains down over the past year, making its recent move a fresh entry point to revisit the story. See our latest analysis for Fidelity National Financial. Despite a softer 1-day and 7-day share price return, the roughly 6 percent 1-month share price gain suggests momentum is stabilising. This comes alongside a modestly negative 1-year total shareholder return, which contrasts with the strong...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Pharmaceuticals (VRTX): Revisiting Valuation After Upbeat Earnings Revisions and Growth Forecasts

Vertex Pharmaceuticals (VRTX) is back in the spotlight as investors look ahead to management’s appearance at Citi’s Global Healthcare Conference, combining that visibility with upbeat earnings revisions and growth projections that have kept the stock trending. See our latest analysis for Vertex Pharmaceuticals. The upcoming Citi conference appearance lands after a steady run, with a roughly 9 percent 3 month share price return and a powerful 5 year total shareholder return of about 93...
NYSE:THO
NYSE:THOAuto

Can Thor’s Weak Q1 Outlook Reframe the Long-Term Profit Story for THOR Industries (THO)?

Thor Industries reported its first-quarter 2026 results pre-market on December 3, 2025, following a prior quarter in which revenue exceeded expectations but full-year guidance fell well short. This time, investor focus centered on whether Thor would counter forecasts for a year-on-year revenue decline and an adjusted loss, making its outlook commentary especially important. We’ll now examine how these earnings expectations and the prospect of an adjusted loss shape Thor Industries’ broader...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

What Warner Music Group (WMG)'s Suno AI Alliance and Songkick Sale Means For Shareholders

Warner Music Group recently finalized a wide-ranging partnership with AI music platform Suno that settles previous copyright litigation, introduces licensed AI music models from 2026, and includes the sale of its concert-discovery business Songkick to Suno, alongside tighter download controls and new paid tiers for creators. This agreement positions Warner at the forefront of licensed AI music by giving artists opt-in control over their voices and likenesses while creating new,...
NYSE:DE
NYSE:DEMachinery

Has the Recent Pullback in Deere Created a New Opportunity for Investors?

Wondering if Deere at around $469 a share is still a smart buy or if the easy money has already been made? This breakdown is designed to help you figure out whether the current price really lines up with the company’s long term potential. The stock is up 12.2% year to date and 98.1% over the last 5 years. However, the recent 5.8% pullback over the past week and modest 1.6% gain over the last month suggest the market is still trying to decide how much growth and risk to price in. Deere has...
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...