NYSE:MSGS
NYSE:MSGSEntertainment

Assessing Madison Square Garden Sports (MSGS) Valuation After Earnings Beat and Credit Facility Updates

Madison Square Garden Sports (MSGS) just pushed to a fresh all time high after a stronger than expected Q1 earnings print, even though revenue lagged. Investors appear to be prioritizing profitability. See our latest analysis for Madison Square Garden Sports. The latest Q1 beat and credit facility updates have helped extend a steady uptrend, with the stock now near $235.21 and momentum firming after a roughly high single digit 3 month share price return, backed by a strong multi year total...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Wynn Resorts (WYNN): Valuation Check After Goldman Sachs Conviction Buy Upgrade and Macau-Las Vegas Strength

Wynn Resorts (WYNN) grabbed fresh attention after Goldman Sachs moved the stock onto its Conviction Buy list, highlighting stronger Las Vegas performance and improving Macau trends as key drivers behind the recent share strength. See our latest analysis for Wynn Resorts. That upgrade lands on top of a powerful run, with the share price up strongly so far this year and a solid one year total shareholder return. This suggests momentum is still building as investors reassess Wynn's earnings and...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Does Udemy’s AI Microlearning Push In Korea With LG CNS Transform The Bull Case For UDMY?

Earlier this month, Udemy announced a new AI-powered microlearning experience and a partnership with LG CNS that brings its AI learning platform to more than 500 Korean enterprises via LG CNS’s AX Platform. Together, these moves highlight how Udemy is using AI to reshape course delivery while tapping Korea’s innovation-focused corporate sector to deepen its enterprise footprint across Asia-Pacific. We’ll now look at how Udemy’s AI-driven microlearning rollout, especially its LG CNS...
NYSE:BUR
NYSE:BURDiversified Financial

Assessing Burford Capital (NYSE:BUR) Valuation After Strong Q3 Growth in Commitments, Portfolio, and Deployments

Burford Capital (NYSE:BUR) just delivered an eventful Q3 update, with management flagging more than 50% growth in definitive commitments, 15% portfolio expansion year to date, and a 61% jump in deployments. See our latest analysis for Burford Capital. Even with that operational momentum, the share price tells a more cautious story, with a roughly 6.4% 1 month share price return but a sharp 29% year to date share price decline and a mixed longer term total shareholder return profile. If this...
NYSE:SPGI
NYSE:SPGICapital Markets

Is S&P Global Still Attractive Near $500 After Years of Strong Share Price Gains

Wondering if S&P Global is still worth buying at nearly $500 a share, or if most of the upside is already priced in? This article will unpack what the current share price is really implying about future growth and risk. The stock has inched up 1.9% over the last week and 1.2% over the past month, while longer term returns of 54.3% over three years and 63.4% over five years show why many investors already see it as a compounder. Recent attention has focused on S&P Global's ongoing role in...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Reassessing Datadog (DDOG) Valuation After Recent Share Price Weakness

Datadog (DDOG) has been under pressure lately, with the stock sliding about 24% over the past month even as revenue grew roughly 17% and net income climbed more than 34% year over year. See our latest analysis for Datadog. That steep 30 day share price return of minus 24.3 percent has taken the stock back near where it started the year, despite a slightly positive 90 day share price return and a still impressive three year total shareholder return of 84.3 percent. This suggests momentum has...
NYSE:GOLF
NYSE:GOLFLeisure

How Acushnet’s US$500 Million Debt Deal and Insider Sale Will Impact Acushnet Holdings (GOLF) Investors

In recent months, Acushnet Holdings completed a US$500 million senior notes offering due 2033 at a 5.625% interest rate, while FootJoy President Christopher Aaron Lindner sold 6,500 company shares. This combination of balance-sheet optimization and insider selling, alongside fresh analyst commentary after the latest quarterly results, has sharpened investor focus on Acushnet’s longer-term outlook. We’ll now examine how the US$500 million senior notes issuance could influence Acushnet’s...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex (CGNX): Rethinking Valuation After Goldman’s Rare Double Upgrade From Sell Directly to Buy

Cognex (CGNX) grabbed attention after Goldman Sachs issued a rare double upgrade, shifting its rating straight from Sell to Buy and sending the stock up about 5% in afternoon trading. See our latest analysis for Cognex. The 5.83% 1 day share price return to $36.83 stands out against a still cautious backdrop, with the 90 day share price return of minus 16.45% and 5 year total shareholder return of minus 52.82% suggesting sentiment may only just be turning. If Cognex’s move has you rethinking...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

The Bull Case For Power Solutions International (PSIX) Could Change Following Fresh Scrutiny Of AI-Driven Data Center Push

In 2025, Power Solutions International drew fresh attention as it rode AI-driven demand for data center power systems while facing scrutiny over its accounting practices. Despite these concerns, the company’s strong balance sheet and high insider ownership, alongside new equity awards to director Hong He, have sharpened investor focus on its longer-term AI-related growth potential. Next, we’ll examine how these accounting questions alongside AI-fueled demand for data center power systems...
NYSE:KW
NYSE:KWReal Estate

The Bull Case For Kennedy-Wilson Holdings (KW) Could Change Following Harborside 8 Financing Role - Learn Why

Earlier in 2025, JLL’s Capital Markets group arranged US$306 million in senior non-recourse construction financing and US$78 million in preferred equity for the 678-unit Harborside 8 luxury waterfront multifamily project in Jersey City, with Kennedy-Wilson providing the floating-rate senior loan. This financing deepens Kennedy-Wilson’s partnership with the development team and underscores its focus on large-scale, higher-end rental housing projects in growth corridors. We’ll now examine how...
NYSE:MUR
NYSE:MUROil and Gas

Murphy Oil (MUR): Revisiting Valuation After a Quiet Multi‑Month Share Price Grind Higher

Murphy Oil (MUR) has been quietly grinding higher over the past few months, and that recent strength has some investors revisiting the stock as a longer term energy play. See our latest analysis for Murphy Oil. Over the past year Murphy’s 12.25% total shareholder return has been driven by a strong 90 day share price return of 16.01%. This suggests momentum is building again even after the latest pullback. If Murphy’s recent run has caught your attention, this could be a good moment to see...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Alleged Misstatements On Infant Formula Unit Might Change The Case For Investing In Perrigo (PRGO)

Bernstein Liebhard LLP and Levi & Korsinsky LLP have filed securities class action lawsuits against Perrigo Company plc, alleging that the company misrepresented the condition and investment needs of its Nestlé-acquired infant formula business, including undisclosed manufacturing deficiencies and required capital expenditures. The complaints claim Perrigo’s past disclosures led investors to overestimate the infant formula unit’s operational health and profitability, raising fresh questions...
NYSE:APH
NYSE:APHElectronic

Amphenol (APH) Boosts Dividend and AI Exposure Is Its Connectivity Strategy Entering a New Phase?

Amphenol recently reported record quarterly sales that far exceeded its own guidance, lifted its quarterly dividend by 52% to US$0.25 per share, and advanced two major connectivity acquisitions, including Trexon and CommScope’s Connectivity and Cable Solutions business. Together, stronger cash returns to shareholders, expanding data center and AI infrastructure exposure, and a broader high-reliability portfolio in areas like defense technology reshape how investors may view Amphenol’s...
NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

SBA Communications (SBAC): Revisiting Valuation After Recent Share Price Drift and Updated Growth Expectations

SBA Communications (SBAC) has quietly drifted lower this year, and with the stock now down roughly 7% over the past year, investors are starting to revisit its long term tower infrastructure story. See our latest analysis for SBA Communications. That softer 1 year total shareholder return of 7.22 percent and a 3 year total shareholder return of 28 percent suggest momentum has been fading as investors recalibrate growth expectations and interest rate risks around tower REITs, even with SBA...
NYSE:WY
NYSE:WYSpecialized REITs

Weyerhaeuser (WY) Valuation Check After Aymium Biocarbon Venture and New 2030 Growth Plan

Weyerhaeuser (WY) just gave investors a fresh storyline by pairing its ambitious 2030 growth plan with a new Aymium partnership to supply sustainable biocarbon for metals production, a diversification play tightly linked to global decarbonization trends. See our latest analysis for Weyerhaeuser. Even with all this strategic activity, Weyerhaeuser’s share price at $23.28 reflects a tough stretch, with a year to date share price return of negative 16.8 percent and a one year total shareholder...
NasdaqGS:NAVI
NasdaqGS:NAVIConsumer Finance

Assessing Navient (NAVI) Valuation After Its Recent Short-Term Share Price Rebound

Navient (NAVI) has quietly drifted higher, with the stock up around 5% over the past week and 8% over the past month, even though its 1 year return remains negative. See our latest analysis for Navient. The recent 1 month share price return of just over 8 percent looks more like a short term sentiment reset than a full trend change. This is especially the case with the 1 year total shareholder return still in negative territory despite a strong 5 year total shareholder return. If Navient’s...
NYSE:TDOC
NYSE:TDOCHealthcare Services

Teladoc Health (TDOC): Reassessing Valuation After New $13.6 Million ESOP Shelf Registration Filing

Teladoc Health (TDOC) just filed a new shelf registration to potentially issue about 1.8 million shares, or roughly $13.6 million of common stock, tied to its employee stock ownership plan. See our latest analysis for Teladoc Health. The new ESOP related shelf filing lands as Teladoc’s 1 month share price return of 7.08% contrasts with a much weaker year to date share price return and a steep multi year total shareholder return decline, suggesting any positive momentum is still fragile. If...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

IRADIMED (IRMD): Assessing Valuation After Strong Multi‑Year Share Price Gains

IRADIMED (IRMD) has quietly turned into a strong long term winner, with the stock up about 86% over the past year and roughly 3.5x over five years, outpacing many healthcare peers. See our latest analysis for IRADIMED. That momentum is not just a blip. IRADIMED’s 30 day share price return of about 15 percent and 90 day gain near 37 percent sit on top of an impressive multi year total shareholder return profile. If IRADIMED’s run has you rethinking your healthcare exposure, it might be worth...
NYSE:GPK
NYSE:GPKPackaging

Will Graphic Packaging (GPK)ʼs New CEO Tilt Its Strategy Further Toward ESG-Led Packaging Innovation?

Earlier this month, Graphic Packaging Holding Company announced that long-time CEO and President Michael P. Doss will step down on December 31, 2025, with seasoned consumer and packaging executive Robbert E. Rietbroek set to take over as CEO and join the Board on January 1, 2026. Rietbroek’s background spans more than 25 years across major global consumer brands, a large paper-based manufacturing operation, and a recent high-profile merger in sustainable bottled water, giving him an...
NasdaqGS:VCTR
NasdaqGS:VCTRCapital Markets

Assessing Victory Capital (VCTR) After New UCITS Funds Expand Its Global Growth Platform

Victory Capital Holdings (VCTR) is quietly extending its global reach by adding three new UCITS funds through its partnership with Amundi, a move that deepens its international toolkit for institutional and retail clients. See our latest analysis for Victory Capital Holdings. That push into more global products comes as Victory Capital’s share price, now around $64.21, has been drifting slightly lower in recent months, even though the 1 year total shareholder return of 3.94 percent and...
NYSE:MATX
NYSE:MATXShipping

Matson (MATX) Valuation Check After Earnings Beat and Resilient Performance in Key Shipping Segments

Matson (MATX) jumped after its latest earnings beat, with revenue coming in about 5% above expectations and profits topping forecasts as both Ocean Transportation and Logistics held up despite tariff and Transpacific softness. See our latest analysis for Matson. The earnings surprise has helped the share price claw back some ground, with a 15.6% 1 month share price return and a strong 112.1% 3 year total shareholder return signaling that longer term momentum is still intact even after this...
NasdaqGM:MRUS
NasdaqGM:MRUSBiotechs

Merus (MRUS): Reassessing Valuation After a 120% Year-to-Date Rally and Strong Multi-Year Returns

Merus (MRUS) has quietly turned into one of the stronger biotech performers this year, with the stock up more than 120% year to date as investors reprice its antibody pipeline potential. See our latest analysis for Merus. That kind of rerating has not come out of nowhere, with Merus enjoying a powerful 90 day share price return of 42.16% and a standout three year total shareholder return of 597.77%. This suggests momentum is still firmly building around its pipeline story. If Merus has caught...
NYSE:TUYA
NYSE:TUYASoftware

Tuya (NYSE:TUYA): Valuation Check After Q3 2025 Earnings and Renewed Buy Calls from Major Brokers

Tuya (TUYA) just logged its fiscal Q3 2025 results, delivering a ninth straight quarter of year over year revenue growth, and that consistency is exactly why big brokers are staying constructive on the stock. See our latest analysis for Tuya. The steady demand story is starting to show up in the tape too, with a year to date share price return of 25.86 percent and a three year total shareholder return of 36.48 percent suggesting momentum is gradually rebuilding around the 2.19 dollar...
NYSE:UTI
NYSE:UTIConsumer Services

Is Hyundai’s EV Donation Quietly Redefining Universal Technical Institute’s Competitive Edge in EV Training (UTI)?

Hyundai Motor America recently donated 18 IONIQ 5 electric vehicles to Universal Technical Institute campuses across the US to bolster its Battery Electric Vehicle Technology course with more hands-on EV training. This partnership not only deepens UTI’s ties with a major automaker but also highlights its effort to align programs with evolving EV workforce needs. Now we’ll explore how Hyundai’s EV donation could reshape Universal Technical Institute’s investment narrative and its positioning...