NYSE:GLW
NYSE:GLWElectronic

Corning (GLW): Reassessing Valuation After a Strong Year-To-Date Rally and Recent Pullback

Corning (GLW) has quietly turned into one of this year’s stronger tech compounders, with the stock up sharply year to date even after a recent pullback. That gains-heavy backdrop now puts valuation and sustainability under the microscope. See our latest analysis for Corning. After a stellar run earlier in the year, the recent 9 percent 7 day share price pullback to about $85 still sits within a powerful upswing. The year to date share price return and multi year total shareholder returns both...
NYSE:AON
NYSE:AONInsurance

Is Aon Still Attractively Priced After Its 76.1% Five Year Share Price Surge?

Wondering if Aon at around $352 a share is still worth buying, or if the easy money has already been made? Let us unpack what the current price really implies about future value. Over the last week Aon is up about 3.5%, but it is almost flat over 1 year with just a 0.7% gain and a modest 0.6% rise over 30 days, leaving year to date returns slightly negative at -0.8% despite a strong 76.1% run over 5 years. Recently, the market has been reacting to Aon's ongoing strategic push in risk, health...
NYSE:DY
NYSE:DYConstruction

Dycom Industries (DY): Reassessing Valuation After Four Straight Earnings Beats and Fiber-Driven Growth Momentum

Dycom Industries (DY) is back in focus after another above-consensus quarter, its fourth straight earnings beat, as investors weigh how much of the fiber and data center boom is already priced in. See our latest analysis for Dycom Industries. That backdrop helps explain why, even after a 1 day share price return of minus 2.18 percent and some profit taking this week, Dycom still sports a powerful year to date share price return of 92.43 percent and a 1 year total shareholder return above 100...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Is Morgan Stanley’s Backing Reframing Astera Labs (ALAB) as a Core AI Data Center Connectivity Play?

Morgan Stanley recently named Nvidia, Broadcom and Astera Labs among its top semiconductor picks for 2026, highlighting AI-driven demand for data center connectivity chips and Astera’s role as a standout small-cap in this space. The bank’s focus on Astera Labs’ exposure to hyperscale AI infrastructure and open-standards connectivity puts fresh attention on its position in next-generation data center buildouts. We’ll now explore how Morgan Stanley’s endorsement of Astera Labs as a leading...
NYSE:FIG
NYSE:FIGSoftware

Has Figma’s 2025 Valuation Reset After Adobe Merger Fallout And 67.7% Share Price Slide?

If you have been wondering whether Figma is a bargain after its rough debut, this breakdown will walk through what the current price might really be telling you. The stock has slipped about 4.8% over the last week and is roughly flat over 30 days, but is still down around 67.7% year to date, which has shifted a lot of investors from fear of missing out to fear of catching a falling knife. That drawdown has played out alongside ongoing integration headlines with Adobe after their terminated...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI): Valuation Under Fresh Analyst Scrutiny After New Quantum Sector Coverage

Rigetti Computing (RGTI) is suddenly front and center again after a wave of new analyst coverage put its quantum ambitions and stock valuation under the microscope, mixing long term optimism with sharper questions about near term risks. See our latest analysis for Rigetti Computing. Those fresh notes land after a choppy stretch for Rigetti, with a 1 year total shareholder return of about 201 percent but a weaker recent run including a 90 day share price return of negative 21 percent. This...
NYSE:TSN
NYSE:TSNFood

Does Tyson Foods Offer Value After Recent Cost Cutting and Share Price Rebound?

Wondering whether Tyson Foods is quietly turning into a value opportunity or just another range bound staple stock? Let us unpack what the recent moves and fundamentals are really telling us about TSN. After drifting for a while, Tyson shares now sit around $58.50, down about 1.8% over the last week but still up roughly 9.0% over the past month and modestly positive year to date with a 4.1% gain over the last year. Recent attention has centered on Tyson's ongoing efficiency push, including...
NasdaqCM:BYRN
NasdaqCM:BYRNAerospace & Defense

Byrna Technologies (BYRN): Assessing Valuation After Nasdaq Bell Ceremony and Strong Revenue Growth Update

Byrna Technologies (BYRN) is stepping into the spotlight this month, ringing the Nasdaq Opening Bell just weeks after projecting a 26% jump in fourth quarter revenue and a 38% surge for the full year. See our latest analysis for Byrna Technologies. Despite the revenue momentum and Nasdaq bell ceremony, Byrna’s recent share price performance has been mixed, with short term share price returns under pressure but a strong three year total shareholder return of 113.05% suggesting longer term...
NasdaqGS:INVA
NasdaqGS:INVAPharmaceuticals

Does Innoviva’s Recent Pullback Create a Long Term Opportunity in 2025?

If you have been wondering whether Innoviva is quietly turning into a value opportunity or just looks cheap on the surface, you are not alone. That is exactly what we are going to unpack here. The stock has pulled back recently, slipping about 2.8% over the last week and 8.3% over the last month, but it is still up 15.2% year to date and roughly 11.8% over the past year, with longer term 3 year and 5 year gains of 48.8% and 62.5% that may hint at a solid underlying story. Recent attention on...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Is Berkshire Hathaway Still Attractively Priced After Strong 5 Year Share Price Gains?

If you are wondering whether Berkshire Hathaway is still a smart buy at these lofty absolute prices, or if most of the value has already been squeezed out, you are not alone. The stock has edged up about 1.8% over the last week and roughly 0.1% over the past month, while racking up gains of 11.9% year to date and 122.2% over 5 years. Those returns sit against a backdrop of Berkshire steadily compounding book value and selectively putting its massive cash pile to work, from opportunistic...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Is Goldman’s Rare Double-Upgrade Enough to Redefine Cognex’s (CGNX) Automation Edge and Earnings Power?

Earlier this week, Goldman Sachs issued a rare double-upgrade on Cognex, shifting its rating from Sell directly to Buy and highlighting improving organic growth, tighter cost control, and benefits from rising automation demand across logistics, consumer electronics, packaging, and automotive end markets. This abrupt change in stance from a major broker has sharpened investor focus on whether Cognex’s push into AI-powered vision and cost discipline can structurally lift margins and earnings...
NYSE:HD
NYSE:HDSpecialty Retail

Assessing Home Depot Stock After Mixed Performance and Questions on Housing Market Strength

How Has Home Depot Stock Been Performing? Before digging into what Home Depot might be worth, it helps to understand how the stock has actually been behaving in the market lately. Over the past week, Home Depot has delivered a modest 1.6% gain, but that comes against a slightly negative 30 day move of 0.4%. Zooming out, the stock is down 8.2% year to date and 7.2% over the last year, even though it is still up 20.6% over three years and 49.3% over five years. This mix of short term weakness...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

The Bull Case For eBay (EBAY) Could Change Following EU €3 Low-Value Parcel Customs Duty

Earlier in December, the European Union agreed to introduce a €3 customs duty per item on low-value e-commerce parcels under €150 from July 2026, a move aimed at bolstering local retailers against global online marketplaces like eBay. At the same time, eBay has been promoting its marketplace strengths through initiatives like the “Built to Spec” Pete Davidson collaboration and fresh data highlighting strong engagement in collectibles and parts & accessories, underscoring how much of its...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot (HUBS): Reassessing Valuation After a Sharp Pullback in Share Price

HubSpot (HUBS) has quietly drifted lower this year, even as revenue and earnings grow at a healthy clip. With the stock down sharply from earlier highs, investors are reassessing what this CRM leader is really worth. See our latest analysis for HubSpot. At around $387.58 per share, HubSpot’s 90 day share price return of minus 24.47 percent and year to date share price return of minus 44.43 percent show momentum clearly fading, even though the three year total shareholder return of 31.51...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile (TMUS) Valuation Check as New CEO and Aggressive Customer Offers Signal Strategic Shift

T-Mobile US (TMUS) is stepping into a new chapter as Srini Gopalan prepares to take over as CEO while Mike Sievert moves to vice chairman, just as the company leans harder into retention and switching promos. See our latest analysis for T-Mobile US. Despite these leadership and strategy shifts, the 1 year total shareholder return of negative 7.11 percent and 30 day share price return of negative 6.43 percent show momentum has cooled. However, the 3 year total shareholder return of 47.91...
NYSE:LUMN
NYSE:LUMNTelecom

Is Lumen Technologies a Turnaround Opportunity After Its 36% 2025 Share Price Surge?

If you are wondering whether Lumen Technologies at around $7.63 is a turnaround bargain or a value trap, you are not alone, and that is exactly what we are going to unpack. Despite a bumpy week with a -11.7% move, the stock is roughly flat over 30 days at 0.1%, still up 36.0% year to date and 25.9% over the last year, with a striking 47.0% gain across three years despite a -10.7% five year drag. Those swings sit against a backdrop of ongoing efforts to streamline the business and refocus on...
NYSE:TTC
NYSE:TTCMachinery

Toro (TTC) Margin Compression Reinforces Cautious Narrative Despite Solid Q3 Revenue Base

Toro (TTC) just posted its FY 2025 third quarter numbers with revenue of $1.1 billion, basic EPS of $0.54 and net income of $53.5 million, putting another data point on what has been a mixed year so far. The company has seen quarterly revenue move from $1.3 billion in Q2 2025 and $1.0 billion in Q1 2025 while EPS has ranged from $1.37 in Q2 to $0.52 in Q1. This gives investors a clear view of how profit per share is tracking through the fiscal year as they weigh the current 7.4% net margin...
NYSE:TDY
NYSE:TDYElectronic

Is Teledyne Technologies (TDY) Now Undervalued After Its Recent Share Price Weakness?

Teledyne Technologies (TDY) has been drifting slightly lower over the past week, even though its longer term returns still look solid. Let us unpack what might be driving that hesitation. See our latest analysis for Teledyne Technologies. At around $502.82, the recent 7 day share price return of negative 3.88 percent and 90 day share price return of negative 11.07 percent suggest momentum has cooled, even though the 1 year total shareholder return of 8.14 percent still points to a respectable...
NYSE:RMD
NYSE:RMDMedical Equipment

Is It Too Late to Consider ResMed After Weight Loss Drug Concerns and DCF Outlook?

Wondering if ResMed at around $245 a share is still good value or if the easy money has already been made? Let us unpack what the current price actually implies about the company. Over the last year ResMed has delivered a 7.8% return, with the stock up 7.6% year to date but only 0.5% over the past month and down 2.2% in the last week. This pattern suggests investors are still calibrating their view of its long term growth and risks. Recent headlines have focused on ResMed’s role in the fast...
NYSE:INGR
NYSE:INGRFood

Has Ingredion’s 18% Slide in 2025 Created an Opportunity for Investors?

Wondering if Ingredion at around $111 a share is a bargain or a value trap? You are not alone, and this breakdown is designed to help you decide with confidence. The stock has bounced 2.8% over the last week and 4.4% over the past month, but it is still down 18.1% year to date and 19.3% over the last year, despite being up 61.4% over five years. That pattern reflects a market that has been rethinking Ingredion's role as a steady cash-generating ingredients supplier. Cyclical concerns and...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Is Masimo Attractive After 20% Share Price Slide and Consumer Health Expansion Scrutiny?

Many investors are wondering if Masimo at around $135 a share is a bargain in disguise or a value trap. This stock has been on a lot of watchlists lately. Despite a strong long term track record in medical technology, the stock is down about 2.9% over the last week, 7.7% over the last month, and roughly 20.5% over the past year. This has reset expectations and risk perceptions for many shareholders. Recent headlines have focused on Masimo's ongoing push into non invasive monitoring...