NasdaqCM:PGY
NasdaqCM:PGYSoftware

Is Pagaya’s AI Partnership With Achieve And Product Diversification Altering The Investment Case For Pagaya Technologies (PGY)?

Pagaya Technologies recently expanded its reach in marketplace lending through a new partnership with digital personal finance company Achieve, integrating its AI-powered underwriting technology to widen consumer access to personal loans. The company’s upcoming presentation at the 28th Annual Needham Growth Conference in New York highlights how it is showcasing its diversification beyond personal loans into auto point-of-sale and other product areas to investors. Next, we’ll examine how...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Sandisk’s Post Spinoff Surge Puts AI Memory Leadership In Focus

Sandisk (NasdaqGS:SNDK) has seen a surge in performance following its spin off from Western Digital. The company has emerged as a market leader in NAND flash memory during an AI driven global memory shortage. Sandisk is expanding partnerships with major hyperscale cloud providers that rely on high capacity storage for AI workloads. Sandisk operates at the heart of the NAND flash memory market, supplying storage that underpins data centers, consumer devices, and AI infrastructure. As AI...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Does Plug Power (PLUG) Price Reflect Its DCF Value After Recent Share Price Rebound?

If you are trying to figure out whether Plug Power's share price lines up with its underlying value, this breakdown will help you see what the current market is really pricing in. The stock last closed at US$2.50, with returns of 5.9% over 7 days, 19.0% over 30 days, 12.1% year to date, 20.2% over 1 year, and longer-term 3-year and 5-year returns of 84.2% and 96.0% declines. These moves have come alongside ongoing investor attention on hydrogen fuel cell and clean energy names, as well as...
NYSE:UNF
NYSE:UNFCommercial Services

How UniFirst’s (UNF) Multi-Site LED Upgrade Could Reshape Its Cost and Sustainability Profile

Redaptive previously announced the completion of the first phase of a multi-site energy modernization program with UniFirst, upgrading LED lighting across 39 U.S. facilities covering more than 2.5 million square feet and aiming to cut energy use and emissions over the coming decade. This program is projected to save UniFirst several million dollars in energy costs while avoiding over 21,000 metric tons of CO2 emissions, underscoring how operational efficiency and sustainability initiatives...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Did CEO Share Sale and Casgevy Rollout Just Shift CRISPR Therapeutics' (CRSP) Investment Narrative?

In recent days, CRISPR Therapeutics has drawn attention as a pre-arranged share sale by CEO Samarth Kulkarni coincided with fresh commentary on its development pipeline and upcoming earnings expectations. At the same time, investor focus has intensified on the early commercial rollout of Casgevy, the company’s lead gene-edited therapy, as a potential long-term growth driver despite near-term earnings pressure. We’ll now examine how the CEO’s planned share sale and Casgevy’s commercial...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System (COLB) Net Interest Margin Expansion Reinforces Bullish Profitability Narratives

Columbia Banking System (COLB) has wrapped up FY 2025 with fourth quarter revenue of US$694 million and basic EPS of US$0.73, alongside trailing twelve month revenue of about US$2.2 billion and EPS of US$2.31. These results put fresh numbers on the table for investors watching its profitability story. Over recent periods, the company has seen revenue move from US$458.9 million in Q4 2024 to US$694 million in Q4 2025, while EPS shifted from US$0.69 to US$0.73. This sets the backdrop for how...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Securities Law Probe Could Be A Game Changer For Merchants Bancorp’s (MBIN) Disclosure Narrative

Earlier this week, law firm Johnson Fistel, PLLP announced it is investigating whether Merchants Bancorp or its executives violated federal securities laws by misrepresenting or withholding material information from investors, with a focus on potential loss recovery. The probe highlights growing legal and governance scrutiny around Merchants Bancorp’s disclosures, potentially influencing how investors assess the bank’s transparency and risk profile. We’ll now examine how this securities...
NasdaqGM:RAPT
NasdaqGM:RAPTBiotechs

GSK Buyout Turns Volatile RAPT Into Food Allergy Cash-Out Story

GSK has signed a definitive agreement to acquire RAPT Therapeutics (NasdaqGM:RAPT). The deal centers on ozureprubart, a long acting anti-IgE antibody in Phase IIb trials for food allergy prophylaxis. The transaction brings a food allergy candidate into GSK’s immunology and inflammation portfolio. RAPT Therapeutics, trading at $57.63, has recently seen very large 1 year returns and strong short term moves, with the share price up 64.2% over the past week and 60.8% over the past month. Year...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Northern Trust (NTRS) Margin Decline Tests Bullish Views After FY 2025 Earnings

Northern Trust FY 2025 Earnings Snapshot Northern Trust (NTRS) just wrapped up FY 2025 with fourth quarter total revenue of US$2,131.1 million and basic EPS of US$2.41, alongside net income excluding extra items of US$452.3 million. The company has seen quarterly revenue move from US$1,970.1 million in Q4 2024 to US$2,131.1 million in Q4 2025. Over that same period, basic EPS shifted from US$2.27 to US$2.41 on a quarterly basis and from US$9.80 to US$8.78 on a trailing twelve month basis,...
NYSE:SPGI
NYSE:SPGICapital Markets

What S&P Global (SPGI)'s Modest 2026 Dividend Hike Amid Mobility Spin-Off Plans Means For Shareholders

S&P Global’s Board of Directors recently approved a 1.0% increase in its regular quarterly cash dividend, lifting the payout from US$0.96 to US$0.97 per share, payable on March 11, 2026 to shareholders of record on February 25, 2026, and raising the annualized dividend rate to US$3.88 per share. The modest dividend increase, which reflects the expected 2026 spin-off of S&P Global’s Mobility division, comes alongside reports highlighting the company’s long dividend-growth record and its...
NYSE:PNFP
NYSE:PNFPBanks

Is Pinnacle Financial Partners (PNFP) Now Attractive After A 20.5% One Year Share Price Decline?

If you are wondering whether Pinnacle Financial Partners at around US$97 a share looks like an opportunity or a value trap, you are in the right place. The stock has seen mixed returns, with a 1 year decline of 20.5% and a 5 year return of 49.2%. This can change how the market is thinking about both risk and long term potential. Recent coverage of regional banks and shifting sentiment toward the sector has kept investors focused on balance sheet resilience, loan quality and capital strength...
NasdaqGS:PLTK
NasdaqGS:PLTKEntertainment

How Playtika’s AI-Driven Cost Cuts And Layoffs At Playtika Holding (PLTK) Have Changed Its Investment Story

Playtika Holding Corp. recently announced a cost-cutting drive that will eliminate about 15% of its workforce, roughly 500 roles, as it shifts from large teams to leaner groups powered by artificial intelligence and automation. The company plans to reinvest the savings from these layoffs into growth initiatives aimed at sharpening its competitive position in the mobile games market, highlighting how efficiency and innovation are becoming more closely linked in the sector. Next, we will...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Assessing Bitmine Immersion Technologies (BMNR) Valuation After Massive Share Authorization And Beast Industries Investment

Bitmine Immersion Technologies (BMNR) just secured shareholder approval to lift its authorized share count to 50,000,000,000, a material shift that gives the crypto focused firm significantly more room to issue equity. See our latest analysis for Bitmine Immersion Technologies. Those new share authorizations land at a tense moment for the stock, with the latest 90 day share price return of a 42.87% decline and shorter term weakness contrasting with a very large 1 year total shareholder...
NYSE:FLUT
NYSE:FLUTHospitality

A Look At Flutter Entertainment’s Valuation As Downgrades And UK Regulatory Shifts Weigh On Sentiment

Why Flutter Entertainment’s boardroom and regulatory news matters for shareholders Flutter Entertainment (FLUT) has been under pressure recently, with the stock down about 20% over the past month and roughly 28% over the past 3 months, against a backdrop of changing analyst sentiment. Several banks and brokers have reassessed their views, with a string of downgrades and lower price targets highlighting concerns around short term headwinds. At the same time, UK regulatory developments and a...
NYSE:ED
NYSE:EDIntegrated Utilities

A Look At Consolidated Edison (ED) Valuation As Q4 2025 Earnings And Higher EPS Guidance Near

Why Consolidated Edison is back in focus ahead of Q4 earnings Consolidated Edison (ED) is back under the spotlight as it prepares to report fiscal Q4 2025 results on February 19, alongside recently raised full year adjusted EPS guidance and mixed analyst sentiment. See our latest analysis for Consolidated Edison. The current share price of $103.87 sits alongside a 30 day share price return of 4.36% and a 90 day share price return of 3.83%. The 1 year total shareholder return of 18.60% and 5...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Are Shifting Analyst Views Reframing Viper Energy’s (VNOM) Permian Royalty Expansion Story?

Recently, analysts revisited Viper Energy’s prospects, offering a mix of optimistic and cautious views as the company continues expanding its mineral and royalty interests in the Permian Basin. This renewed analyst attention highlights how expectations around future cash flows and growth are influencing how investors frame Viper Energy’s business model today. Against this backdrop of shifting analyst opinions, we’ll explore what these reassessments could mean for Viper Energy’s broader...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Why Strategy (MSTR) Is Down 6.1% After Pivoting To Equity-Funded Bitcoin Purchases And Preferred Dividends

In recent weeks, Strategy Inc. (formerly MicroStrategy) raised more than US$2.13 billion through common and perpetual preferred stock sales to buy 22,305 bitcoin, lifting its corporate holdings to 709,715 coins and further cementing its role as a proxy for bitcoin exposure. This push has shifted its balance sheet toward perpetual preferred equity instead of convertible debt, easing refinancing deadlines but heightening focus on ongoing dividend obligations and the long‑term sustainability of...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Does Whistleblower’s Kickback Claims And Legal Probe Change The Bull Case For Wynn Resorts (WYNN)?

A whistleblower has alleged that a Wynn Resorts nightlife executive accepted millions of dollars in kickbacks from liquor companies and distributors over several years, prompting the company to hire an outside law firm to investigate potential felony and federal alcohol regulation violations. The claims that senior leaders may have been aware of the alleged scheme raise questions about internal controls and oversight across Wynn Resorts’ operations. Next, we’ll examine how these...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

A Look At Booking Holdings (BKNG) Valuation As Earnings Near And Navan Integration Expands

Booking Holdings (BKNG) is back in focus as traders look ahead to its upcoming fourth quarter and full year 2025 earnings release, along with renewed interest in its expanded Booking.com integration with corporate travel platform Navan. See our latest analysis for Booking Holdings. The recent Navan integration and upcoming earnings call come against a mixed share price backdrop, with a 6.39% 1 month share price return decline contrasting with a 7.80% 1 year total shareholder return and a very...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE) Valuation Check As 2025 Revenue Guidance Signals Stronger Growth

Why Ultragenyx Pharmaceutical Is Back on Investors’ Radar Ultragenyx Pharmaceutical (RARE) has drawn fresh attention after raising its 2025 revenue guidance to an estimated US$672 million to US$674 million, which the company says sits above its prior range. The updated outlook, pointing to roughly 20% projected growth versus 2024, gives investors a new reference point for thinking about the business and how the current share price reflects those expectations. See our latest analysis for...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Why Ionis Pharmaceuticals (IONS) Is Up 5.2% After EU Approval of DAWNZERA for HAE Prevention

Ionis Pharmaceuticals and Otsuka Pharmaceutical recently secured European Commission approval for DAWNZERA™ (donidalorsen), the first RNA-targeted, self-administered therapy to prevent recurrent hereditary angioedema attacks in adults and adolescents aged 12 and older across the EU. This decision extends the commercial reach of Ionis’s antisense technology beyond the U.S., adding a new royalty and milestone stream tied to European HAE patients. We’ll now examine how European approval of...
NYSE:SLB
NYSE:SLBEnergy Services

Assessing SLB (NYSE:SLB) Valuation After Its Recent Share Price Surge And ChampionX Integration Story

Why SLB Stock Is Back on Investor Radars SLB (SLB) has caught investor attention after a strong recent run, with the share price up about 29% over the past month and roughly 37% in the past 3 months. This move comes alongside reported annual revenue of US$36.2b and net income of US$3.4b. These figures give you a starting point to think about how the current US$49.15 share price lines up with the underlying business. See our latest analysis for SLB. Beyond the recent jump, SLB’s 30 day share...
NYSE:BAC
NYSE:BACBanks

Is There Still Value In Bank Of America (BAC) After Recent Rate And Regulation Debates

This piece is designed to help you assess for yourself whether Bank of America stock still offers value at today's price, or if most of the opportunity is already priced in. Bank of America shares last closed at US$51.72, with returns of a 2.4% decline over 7 days, an 8.1% decline over 30 days, a 7.6% decline year to date, and a 13.8% gain over 1 year, 57.8% over 3 years, and 96.8% over 5 years. Recent headlines have focused on Bank of America as one of the major US banks at the center of...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

Assessing Dropbox (DBX) Valuation After Mixed Short And Long Term Shareholder Returns

What Dropbox’s Recent Returns Suggest About Investor Sentiment Dropbox (DBX) has drawn attention after a mixed run in its share price, with a small gain over the past week contrasted with weaker returns over the past month and past 3 months. See our latest analysis for Dropbox. Looking past the recent pullback, Dropbox’s 1 year total shareholder return of 16.45% contrasts with a 6.41% 1 month share price decline. This suggests momentum has cooled as investors reassess growth prospects and...