NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS): Assessing Valuation After a 52% Year‑to‑Date Rally and Recent Pullback

EnerSys (ENS) has quietly become a strong performer, with the stock up about 52% year-to-date and roughly 50% over the past year, even after a recent pullback this week. See our latest analysis for EnerSys. The latest dip, including a 3.22% one day share price decline, looks more like a breather after a strong run. A 90 day share price return of 25.85% suggests momentum is still broadly intact, alongside a solid multi year total shareholder return profile. If EnerSys has caught your...
NYSE:NRG
NYSE:NRGElectric Utilities

Is NRG (NRG) Turning Home Solar Batteries Into a Core Competitive Edge in Texas?

Earlier this month, Sunrun announced a multi-year partnership with NRG Energy’s Reliant brand to bundle solar-plus-storage systems with optimized retail electricity plans in Texas, aiming to build a 1 GW virtual power plant by 2035 that supports the ERCOT grid during peak demand. The deal effectively turns thousands of homes into dispatchable grid resources, letting NRG tap customer-owned batteries for flexible capacity while paying households for sharing stored solar energy. We’ll now...
NYSE:ALK
NYSE:ALKAirlines

Alaska Air Group (ALK): Revisiting Valuation After a Volatile Year and Recent 31% Share Price Rebound

Alaska Air Group (ALK) has been on a bit of a rollercoaster lately, with shares sliding over the past year even after a strong month, which sets up an interesting entry point for patient investors. See our latest analysis for Alaska Air Group. That recent 30 day share price return of just over 31% has arrived after a much tougher year for Alaska Air Group, with the latest pullback leaving shares at $51.24 and momentum still trying to rebuild against a weaker one year total shareholder...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

nLIGHT (LASR): Reassessing Valuation After Bullish Analyst Coverage on Directed Energy Defense Growth Potential

Recent bullish analyst coverage on nLIGHT (LASR) has put the laser maker back on investors' radar, highlighting its role in directed energy systems just as defense spending on these technologies gathers momentum. See our latest analysis for nLIGHT. That bullish coverage has landed against a backdrop where the share price has pulled back 2.2% over the last day and 8.3% over the week, but still boasts a 30 day share price return of 17.6% and a powerful year to date share price return of 233.3%...
NYSE:HRI
NYSE:HRITrade Distributors

Assessing Herc Holdings’ Valuation After Mixed Earnings, Soft Guidance and Acquisition Integration Progress

Herc Holdings (HRI) just delivered a mixed update that has investors paying closer attention. Revenue jumped roughly 35% year on year and topped expectations, but full year guidance and earnings landed meaningfully below what the market was looking for. See our latest analysis for Herc Holdings. That mixed message is showing up in the price action too, with a strong 21.2% 30 day share price return from $155.34 suggesting near term momentum, even as the year to date share price return and 1...
NasdaqCM:NEGG
NasdaqCM:NEGGSpecialty Retail

Newegg Commerce (NEGG): Valuation Check After Vladimir Galkin Lifts Stake to 17.6% and Shares Jump 27%

Newegg Commerce (NEGG) just jumped about 27% in a day after investor Vladimir Galkin boosted his stake to roughly 18%, a move that quickly pulled speculative traders into the stock. See our latest analysis for Newegg Commerce. That surge sits on top of a huge backdrop, with Newegg’s year to date share price return of around 503% and a 1 year total shareholder return above 500% signaling strong, if volatile, momentum that traders are trying to ride as new events like the AMD Game On...
NasdaqGS:DOX
NasdaqGS:DOXIT

Assessing Amdocs (DOX) Valuation as New AI and Cloud Partnerships With Nvidia, AWS and Microsoft Gain Traction

Fresh attention has swung back to Amdocs (DOX) after new reports spotlight its AI and cloud push with Nvidia, AWS, and Microsoft. This is seen as a strategic counterweight to earlier worries about flat backlog and softer demand. See our latest analysis for Amdocs. Those AI and cloud partnerships seem to be nudging sentiment back in Amdocs’ favor, with a 1 month share price return of 6.21% helping to offset the negative 1 year total shareholder return of 4.65%. This suggests momentum is...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries (AEIS): Evaluating Valuation After Launch of High-Density NeoPower Module

Advanced Energy Industries (AEIS) just rolled out a new dual output NeoPower module that can deliver up to 16 isolated outputs from a single supply, targeting space constrained industrial, medical, and test systems. See our latest analysis for Advanced Energy Industries. Despite a sharp 4.96% one day share price pullback to $204.49, momentum is still firmly intact. A 20.47% 90 day share price return and a 76.63% one year total shareholder return underscore how product launches like NeoPower...