NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Did Gedatolisib’s Phase 3 PFS and Tolerability Data Just Shift Celcuity’s (CELC) Investment Narrative?

Celcuity Inc. recently reported updated Phase 3 VIKTORIA-1 results for its PAM inhibitor gedatolisib in HR+/HER2-, PIK3CA wild-type advanced breast cancer, highlighting substantial progression-free survival benefits over fulvestrant in multiple patient sub-groups and geographies. An interesting feature of the data is the combination of extended progression-free survival with stable glucose levels and manageable stomatitis, underscoring a differentiated tolerability profile versus many...
NasdaqGS:AVT
NasdaqGS:AVTElectronic

How Investors Are Reacting To Avnet (AVT) Expanding Its Global Navitas GaN and SiC Distribution Partnership

Navitas Semiconductor recently expanded its distribution agreement with Avnet, making Avnet a globally franchised partner to supply technical and commercial support for Navitas’ GaN and SiC power devices across AI data centers, renewable energy, grid infrastructure, and industrial markets. This deeper relationship broadens Avnet’s exposure to higher-complexity, wide bandgap semiconductors, potentially reinforcing its role in fast-growing, electronics-rich end markets that prize design...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Did Walmart’s Nasdaq Move and Beauty Tech Push Just Shift Its (WMT) Investment Narrative?

In recent days, Walmart completed its move from the New York Stock Exchange to Nasdaq, was added to the Nasdaq Composite Index, and expanded retail partnerships ranging from AXIL hearing protection and GLO24K “Skin-Tech” devices to a limited-edition Dove x Crumbl personal care collection available online and in stores. These developments highlight Walmart’s push to position itself as a tech-enabled retail platform and preferred launchpad for differentiated consumer brands, spanning...
NYSE:IVZ
NYSE:IVZCapital Markets

Invesco (IVZ) valuation check as it launches Solana ETP and deepens private markets push

Invesco (IVZ) just gave investors two fresh reasons to revisit the stock, pairing a new Solana ETP launch with Galaxy Asset Management and a private markets partnership with LGT Capital Partners that pushes deeper into alternatives. See our latest analysis for Invesco. The stock has quietly rebuilt momentum in 2025, with an 11.65% 1 month share price return and an 18.82% 3 month share price return helping drive a 51.59% 1 year total shareholder return as investors reprice Invesco’s digital...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer (PFE) Valuation Check After Positive Phase 3 Wins and New Obesity Drug Licensing Deal

Pfizer (PFE) just delivered a one two punch of pipeline news, with positive Phase 3 results in cancer and hemophilia, plus a fresh obesity drug licensing deal, and the stock is starting to reflect that shift. See our latest analysis for Pfizer. Those wins are starting to chip away at a gloomy narrative, with Pfizer’s 30 day share price return of 3.15% and 90 day share price return of 8.16% hinting at rebuilding momentum despite a still negative year to date move and a mixed longer term total...
NYSE:PWR
NYSE:PWRConstruction

Are Bullish Analyst Calls on Quanta (PWR) Revealing a Deeper Infrastructure Advantage?

Earlier this week, analysts at Jefferies reiterated their Buy rating on Quanta Services, while J.P. Morgan upgraded the stock and reaffirmed their positive stance on the company's role in modernizing power, utility, and communications infrastructure. These endorsements highlight how Quanta's broad engineering capabilities across electric grids, renewables, natural gas, and telecoms are increasingly viewed as central to long-term infrastructure upgrades and reliability improvements. Next,...
NYSE:FDS
NYSE:FDSCapital Markets

The Bull Case For FactSet Research Systems (FDS) Could Change Following Arcesium Platform Integration - Learn Why

Earlier this month, FactSet and Arcesium announced a new unified investment management platform that connects front, middle, and back office workflows across public, private, and alternative assets, combining FactSet’s analytics with Arcesium’s cloud-native IBOR, ABOR, and data management capabilities. This collaboration aims to give asset managers a single source of truth across increasingly complex portfolios, potentially making FactSet more central to clients’ operational and data...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Assessing Establishment Labs Holdings’ valuation as upbeat analyst views follow US breast augmentation growth prospects

Recent commentary around Establishment Labs Holdings (ESTA) has focused on its growing foothold in the US breast augmentation and reconstruction markets. In these markets, stronger demand expectations and supportive sector trends have helped propel the share price. See our latest analysis for Establishment Labs Holdings. Those growth expectations are already showing up in the numbers, with the share price at $72.51 after a powerful 90 day share price return of 85.21 percent and a five year...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Moderna (MRNA) Is Up 5.3% After EU Panel Backs Next-Gen COVID Shot mNEXSPIKE - What's Changed

Earlier this week, Moderna received a positive opinion from the European Medicines Agency’s Committee for Medicinal Products for Human Use recommending EU marketing authorization for its next-generation COVID-19 vaccine mNEXSPIKE, which showed higher relative efficacy than its original shot in a Phase 3 trial. This regulatory milestone, if converted into full approval, could help Moderna extend the commercial life of its COVID franchise while reinforcing its mRNA platform’s relevance in an...
NYSE:BBWI
NYSE:BBWISpecialty Retail

What Bath & Body Works (BBWI)'s Aggressive Holiday Discounting and Novelty Launches Means For Shareholders

Bath & Body Works recently ran its annual Body Care Day sale, slashing prices on a wide range of body care products to about $4.95 both in-store and online, while also spotlighting quirky launches like food-inspired candles and a new Zodiac Collection. The combination of deep holiday promotions and experimental product lines highlights how Bath & Body Works is leaning on discounting and novelty to fuel traffic and keep its brand top-of-mind with shoppers. We’ll now explore how this heavy...
NYSE:LOB
NYSE:LOBBanks

Does Live Oak Bancshares' (LOB) New CRO And Restatement Test Its Risk Culture Or Strengthen It?

In December 2025, Live Oak Bancshares appointed veteran risk executive Ewa M. Stasiowska as Chief Risk Officer, as the company faced legal scrutiny over alleged misleading disclosures and a planned restatement of cash flow classifications. At the same time, a law firm’s investigation into potential securities law violations and a financial restatement placed Live Oak’s risk controls and governance practices under heightened investor scrutiny. We’ll now examine how the financial restatement...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Tax Credit Rush, Financing Moves Might Change The Case For Investing In Eos Energy Enterprises (EOSE)

Eos Energy Enterprises recently saw renewed interest as investors reacted to expectations of accelerated battery installations ahead of a 30% clean energy tax credit expiry and to the company’s ongoing use of convertible notes and insider share sales to shore up its finances. At the same time, Eos’s US-made zinc-based storage technology, sizeable US$644 million backlog and multi-billion-dollar project pipeline highlight both its growth potential and the execution risks tied to scaling...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Is Akamai (AKAM) Undervalued After a 10% Year-To-Date Share Price Decline?

Akamai Technologies (AKAM) has quietly lagged this year, with the stock down almost 10% year to date despite steady revenue and faster growing earnings. This naturally raises valuation questions. See our latest analysis for Akamai Technologies. Despite the year to date share price return of negative 10 percent and a one year total shareholder return of negative 11.74 percent, the 90 day share price return of 12.44 percent suggests tentative momentum is starting to rebuild around Akamai’s...
NYSE:KEYS
NYSE:KEYSElectronic

Keysight Technologies (KEYS): Evaluating Valuation After New Satellite Handover Demo and AI-Powered FieldFox Launch

Keysight Technologies (KEYS) just grabbed attention with a landmark non terrestrial network handover demo alongside KT SAT, validating multi orbit mobility in Ku band while also rolling out its AI infused N99xxD FieldFox handheld RF analyzer. See our latest analysis for Keysight Technologies. These milestones come as Keysight shares trade at around $208.81, with a strong 30 day share price return of 16.61 percent and a 90 day share price return of 21.35 percent, signaling building momentum on...
NYSE:PBI
NYSE:PBICommercial Services

Will New Analyst Coverage Reframe Pitney Bowes’ Turnaround Narrative and Capital Priorities (PBI)?

In recent days, Truist Securities initiated coverage on Pitney Bowes with a Hold rating and US$11.00 price target, joining Citizens and Goldman Sachs, which also began covering the company with differing views on its outlook and positioning. This cluster of analyst initiations highlights growing attention on CEO Kurt Wolf’s turnaround efforts, including cost savings, improved profitability, and an ongoing strategic review expected to clarify future capital allocation. We’ll now explore how...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria's Secret (VSCO): Reassessing Valuation After Q3 Earnings Beat, Upgraded Guidance and Fashion Show Revival

Victoria's Secret (VSCO) just delivered a third quarter that beat Wall Street expectations, lifted by stronger sales, better margins, and a surprisingly effective boost from its revived Fashion Show and youth focused marketing. See our latest analysis for Victoria's Secret. The earnings beat and upgraded guidance have coincided with a sharp re-rating in the market, with a roughly 107% 90 day share price return and 18.7% one year total shareholder return suggesting momentum is clearly...
NYSE:DBD
NYSE:DBDTech

Diebold Nixdorf (DBD) Valuation Check as New Capital Bank Deal Expands Its APMEA Footprint

Diebold Nixdorf (DBD) just logged a fresh win in Jordan, where Capital Bank rolled out its VCP Pro 7 platform across Windows 11 ATMs, opening another door into the broader APMEA growth story. See our latest analysis for Diebold Nixdorf. Backed by product launches like the DN Series 300 and 350 and client wins such as Capital Bank, Diebold Nixdorf’s roughly 59 percent year to date share price return suggests momentum is building as investors reassess its turnaround and growth prospects. If...
NasdaqGM:ATAI
NasdaqGM:ATAIPharmaceuticals

Atai Life Sciences (ATAI): Assessing Valuation After New EMP-01 Patent Secures Potential Exclusivity Through 2043

Atai Beckley (ATAI) just secured a new US patent for its EMP-01 oral R-MDMA program in social anxiety disorder, locking in potential exclusivity through 2043 and sharpening the story for long term oriented investors. See our latest analysis for Atai Beckley. The patent news lands after a volatile stretch, with the latest share price at $4.29 and a powerful year to date share price return of 168.12% alongside a 1 year total shareholder return of 222.56%. This suggests momentum is still...
NYSE:ITW
NYSE:ITWMachinery

Does Insider Buying And Record Margins Change The Bull Case For Illinois Tool Works (ITW)?

In recent days, Illinois Tool Works director David Byron Smith purchased 6,709 shares, while the company reported record 27.4% operating margins and strong cash generation supported by its Enterprise Initiatives program. These insider purchases and the reaffirmed guidance for GAAP EPS of US$10.40–US$10.50 with 1%–3% revenue growth underscore management’s confidence in sustaining profitability despite mixed institutional sentiment and segment headwinds. Now we’ll examine how this insider...
NasdaqCM:UFPT
NasdaqCM:UFPTMedical Equipment

UFP Technologies (UFPT): Assessing Valuation After Announced CEO Transition and Succession Plan

UFP Technologies (UFPT) is back on investors’ radar after announcing a carefully staged CEO transition, with longtime leader R. Jeffrey Bailly set to hand the reins to President Mitchell Rock in June 2026. See our latest analysis for UFP Technologies. The leadership news has landed against a backdrop of mixed trading, with the share price at $219.44 after a recent pullback that leaves the year to date share price return negative, while a strong multi year total shareholder return suggests...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow (ZG) Valuation Revisited After Google Tests Home For‑Sale Ads in Search Results

Investors in Zillow Group (ZG) are reassessing the story after Alphabet Google began testing home for-sale ads at the top of search results, a shift that directly challenges Zillow’s prime position in online home discovery. See our latest analysis for Zillow Group. The Google test hit sentiment hard in the short term, with a sharp drop earlier in the week and a recent 90 day share price return of negative 14.95 percent. However, Zillow still boasts a strong three year total shareholder return...
NYSE:JXN
NYSE:JXNDiversified Financial

Jackson Financial (JXN): Assessing Valuation After Strong 3-Month and 1-Year Share Price Gains

Jackson Financial (JXN) has quietly posted strong medium term gains, with the stock up about 13% over the past 3 months and roughly 19% over the past year, drawing fresh investor attention. See our latest analysis for Jackson Financial. That climb has pushed Jackson Financial’s share price to about $105.82, and with a robust three year total shareholder return above 250%, recent gains suggest momentum is still building as investors reassess its growth and risk profile. If Jackson’s run has...
NasdaqGS:FIZZ
NasdaqGS:FIZZBeverage

Reassessing National Beverage (FIZZ) After Softer Earnings: Does the Stock’s Valuation Reflect Its Volume Declines?

National Beverage (FIZZ) just posted a quarter where sales and case volume slipped, even as pricing and mix nudged profits higher. It was a mixed update that helps explain the recent pressure on the stock. See our latest analysis for National Beverage. Investors have been reassessing that resilience, with the share price at $33.85 and a year to date share price return of negative 20.17% alongside a 12 month total shareholder return of negative 27.03%. This suggests momentum is still fading...