NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron Technology (MU): Rethinking Valuation After a 64% Three-Month Surge in the Share Price

Micron Technology (MU) has quietly turned into one of the market’s stronger performers, with the stock up about 64% over the past 3 months and roughly doubling over the past year. See our latest analysis for Micron Technology. The latest leg higher, including a 6.99% 1 day share price return to around $265.92 and a 17.71% 1 month share price return, reinforces a powerful uptrend that mirrors Micron’s improving growth narrative and shifting market sentiment around memory demand. If Micron’s...
NYSE:LUMN
NYSE:LUMNTelecom

What Lumen Technologies (LUMN)'s Media Skepticism Amid Transformation Efforts Means For Shareholders

Earlier this week, investor caution around Lumen Technologies intensified after CNBC’s Jim Cramer argued the stock had “run too much,” even as the company pursued initiatives like a networking partnership with Meter and expanded cybersecurity capabilities in Asia-Pacific. The mixed message of media skepticism alongside new enterprise-focused offerings highlights the tension between Lumen’s transformation efforts and ongoing concerns over declining revenue and weakening free cash flow. Next,...
NYSE:ATO
NYSE:ATOGas Utilities

Is Atmos Energy Still Attractive After Its Strong Multi Year Share Price Surge in 2025?

If you are wondering whether Atmos Energy is still a smart buy after its long run up, or if you would be overpaying at today’s price, this article will walk through what the numbers are really saying about its valuation. Even after a small pullback of about 1.0% over the last week and 4.2% over the last month, the stock is still up roughly 20.5% year to date and 22.0% over the past year, building on strong multi year gains of 56.1% over three years and 103.8% over five. Recent price moves...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

RBC’s Confidence in Leqembi and MS Pipeline Might Change The Case For Investing In Biogen (BIIB)

Earlier this week, RBC Capital reaffirmed its positive view on Biogen, highlighting stabilization in the company’s core neurology franchise and growing expectations for Alzheimer’s therapy Leqembi, alongside the upcoming clinical trial start for multiple sclerosis candidate BIIB145. The endorsement underscores how Biogen’s deep experience in neurological diseases may help it convert emerging Alzheimer’s demand and new MS research into a more resilient business mix over time. We’ll now...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar (WAY): Assessing Valuation After UBS Initiates Coverage With a Buy Rating

Waystar Holding (WAY) just picked up fresh attention after UBS initiated coverage with a buy rating, putting the healthcare payments software provider back on the radar for growth focused investors. See our latest analysis for Waystar Holding. With the share price around $32.84, Waystar’s short term share price returns have been choppy, and its 1 year total shareholder return of about negative 11 percent suggests momentum has been fading despite solid underlying growth. If this UBS call has...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

A look at American Superconductor’s valuation as Clear Street reiterates ‘Strong Buy’ after big earnings beat

American Superconductor (AMSC) caught investors' attention after a Clear Street analyst reiterated a bullish stance, just as the company delivered earnings more than 33% above expectations and continued to post improving financial metrics. See our latest analysis for American Superconductor. Those bullish earnings and the upbeat Clear Street call come after a choppy stretch, with a 90 day share price return of minus 50.2% but a three year total shareholder return of about 801%. This suggests...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS) Valuation Check as It Launches Automotive‑Qualified Haptic Solutions

Cirrus Logic (CRUS) is pushing deeper into autos, unveiling its first AEC Q100 qualified closed loop haptic drivers for car interiors. This marks a strategic step beyond its traditional smartphone focused haptics franchise. See our latest analysis for Cirrus Logic. The timing looks interesting, with the share price at $121.14 and a strong year to date share price return of 21.86 percent suggesting investors are starting to price in new growth drivers. The three year total shareholder return...
NasdaqGS:OS
NasdaqGS:OSSoftware

OneStream (OS): Reassessing Valuation After Strong Q3, New BTIG Coverage, and Expanded Microsoft AI Partnership

OneStream (OS) just caught investors attention after a packed update that combined upbeat Q3 results, fresh BTIG coverage, a deeper Microsoft AI partnership, and leadership changes that reshape its 2026 roadmap. See our latest analysis for OneStream. Those upbeat Q3 numbers and the Microsoft AI tie up appear to be stabilizing sentiment, with a 7 day share price return of 3.83 percent helping offset a still weak year to date share price return of 34.82 percent and a 1 year total shareholder...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

How Caesars’ New Rewards Shop in Online Casino Apps Could Reshape CZR’s Digital Loyalty Economics

Earlier this month, Caesars Entertainment launched the Caesars Rewards Shop within its Caesars Palace Online Casino app, allowing Caesars Rewards members in New Jersey, Michigan, Pennsylvania and West Virginia to redeem Reward Credits for Bonus Spins on eligible slots alongside existing Casino Bonus Cash options. This expansion of redemption choices deepens the link between Caesars’ long-running loyalty currency and its digital gaming platforms, potentially increasing engagement across its...
NYSE:CB
NYSE:CBInsurance

How Investors Are Reacting To Chubb (CB) Bolstering Global P&C Leadership For International Expansion

Chubb Limited recently expanded its leadership bench, appointing Aaron Shead to lead its international property portfolios and Chris Colahan to head Commercial Property Casualty in Asia Pacific, strengthening oversight of key overseas lines. These management additions underscore Chubb’s focus on global growth, especially in Asia Pacific, and support its emphasis on disciplined underwriting and complex commercial risks. We’ll now explore how this leadership push in global property and...
NYSE:BKSY
NYSE:BKSYProfessional Services

Can BlackSky (BKSY) Turn Faster Gen-3 Satellite Commissioning Into Lasting Competitive Advantage?

BlackSky Technology recently brought its third Gen-3 satellite into commercial service just three weeks after launch, sharply accelerating commissioning timelines and expanding access to very high-resolution 35-centimeter imagery and AI-enabled analytics via its Spectra platform. This rapid integration not only boosts capacity and reduces latency for time-sensitive monitoring but also showcases how BlackSky’s vertically integrated manufacturing, software, and AI stack can put new satellite...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Is Lululemon Attractive After a 45% Slide and Recent Rebound in 2025?

If you are wondering whether lululemon athletica is a bargain or a value trap at today’s price, you are not alone. This breakdown is designed to give you a clear, no nonsense view. The stock has bounced about 2.2% over the last week and 26.1% over the past month, but that comes after a bruising slide of around 43.7% year to date and 44.8% over the last year. Investors have been reacting to shifting sentiment around premium consumer spending and the broader sell off in high multiple growth...
NYSE:CSW
NYSE:CSWBuilding

Is It Too Late To Consider CSW Industrials After Its 164.2% Three Year Surge?

If you have been wondering whether CSW Industrials at around $305 a share is still worth buying after its big run over the years, you are not alone and this article is going to unpack exactly what you are paying for. The stock has cooled off slightly in the last week with a -4.1% move, but that comes after a strong 25.9% jump over the last month and a powerful 164.2% gain over three years, even though it is still down -14.3% over the past year and -13.0% year to date. Recent headlines around...