NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE) Is Up 29.1% After Securing AEP’s $2.65 Billion Fuel Cell Megadeal - Has The Bull Case Changed?

In early January 2026, American Electric Power’s unregulated unit finalized a US$2.65 billion purchase of about 900 MW of Bloom Energy’s solid‑oxide fuel cells for a Wyoming power facility, backed by a 20‑year offtake agreement for all its output. This utility‑scale order, one of the largest solid‑oxide fuel cell deployments to date, positions Bloom Energy as a key on‑site power provider for AI‑driven data center demand and long‑term grid‑adjacent generation. Next, we’ll examine how this...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

Does Repeated EPS Beats And Upgraded Forecasts Change The Bull Case For SiTime (SITM)?

In recent months, SiTime has continued to beat analyst EPS forecasts for four straight quarters, while analysts have raised their expectations for the company’s earnings and revenue in the year ahead, signaling stronger operational performance than previously modeled. This pattern of consistent earnings outperformance combined with upgraded forecasts suggests growing confidence in SiTime’s business momentum among research analysts and institutional investors. Now, we’ll explore how this...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle (ORCL) Valuation Check After Mixed Recent Share Price Performance

Why Oracle Is On Investors’ Radar Today Oracle (ORCL) has caught investor attention after a mixed run in recent months, with the stock showing a negative past 3 months return but a positive move over the past month and year. See our latest analysis for Oracle. The recent 1-day share price return of 4.68% and 7-day share price return of 3.08% at a last close of $198.52 sit against a weaker 90-day share price return of 33.61% decline. Near term momentum is picking up even though the longer...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Assessing Arm Holdings (ARM) Valuation After Physical AI Reorganization Into Robotics And Automotive

Physical AI reorganization puts robotics and autos in focus Arm Holdings (ARM) has created a new Physical AI unit, reshaping its operations around three segments that group automotive and robotics together, while separating cloud and AI, and edge products for phones and PCs. See our latest analysis for Arm Holdings. Arm shares have been under pressure recently, with a 1 month share price return showing a 14.59% decline and a 3 month share price return showing a 33.52% decline. This leaves the...
NYSE:IONQ
NYSE:IONQTech

The Bull Case For IonQ (IONQ) Could Change Following Rapid Sales Growth And New Quantum Milestones - Learn Why

IonQ recently reported very large year-on-year sales growth and world‑record quantum gate fidelity, while continuing to post widening losses as it invests heavily in research and development. The company’s early completion of its Tempo system milestones, combined with new international deployments such as the KISTI partnership in South Korea, highlights how its technology is beginning to move from lab prototype toward real‑world integration. Next, we’ll examine how IonQ’s industry‑leading...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

Is DraftKings (DKNG) Starting To Look Attractive After Recent Share Price Pullback

If you are wondering whether DraftKings is still priced for excitement or starting to offer value, you are not alone. This article is written with that exact question in mind. The stock closed at US$35.17, with recent returns showing a 3% decline over 7 days, a 1% decline over 30 days, a 1.4% decline year to date, an 11.7% decline over 1 year, and a very large gain over 3 years that sits alongside a 34.5% decline over 5 years. Recent headlines around DraftKings have continued to focus on the...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH) Valuation Check After TRICARE Coverage Win For Shield Blood Test

Guardant Health (GH) is back in focus after TRICARE agreed to cover its FDA approved Shield blood test for colorectal cancer screening for active duty U.S. military members and eligible families in Florida. See our latest analysis for Guardant Health. The TRICARE decision and recent revenue update sit against a strong run in the shares, with a 90 day share price return of 76.1% and a 1 year total shareholder return of 189.16%, suggesting momentum has been building despite a weaker 5 year...
NasdaqGS:PCRX
NasdaqGS:PCRXPharmaceuticals

Pacira BioSciences (PCRX) Is Down 6.3% After Cut 2025 Outlook And Activist Pressure - Has The Bull Case Changed?

Pacira BioSciences recently reported preliminary unaudited 2025 revenue of US$726.4 million, modestly above the prior year’s US$701.0 million, while also completing a US$150.05 million buyback totaling 5,932,106 shares since May 2025. At the same time, the company lowered its 2025 revenue forecast and faced fresh pressure from activist DOMA Perpetual Capital Management, which is pushing for board changes and a potential sale process. Next, we’ll examine how the downward 2025 revenue forecast...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

Why XPEL (XPEL) Is Up 5.8% After Q3 Beat-On-Revenue, EPS Miss And Expansion Plans

XPEL recently reported past Q3 2025 results with revenue coming in ahead of forecasts even as earnings per share fell short, alongside outlining plans for capital investment and expansion. This combination of stronger-than-expected sales and a clearer roadmap for growth and margins has reinforced investor attention on the company’s operating trajectory. We’ll now examine how stronger-than-expected revenue growth, despite an earnings miss, may influence XPEL’s broader investment narrative and...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Assessing Warner Music Group (WMG) Valuation As Optimistic Analyst Calls Highlight Streaming And Live Music Growth

Analyst optimism puts Warner Music Group (WMG) in focus Recent positive views from Morgan Stanley and Wolfe Research on Warner Music Group (NasdaqGS:WMG), focused on streaming payment expectations and the music and live entertainment sectors, have drawn fresh attention to the stock. See our latest analysis for Warner Music Group. At a share price of US$31.01, Warner Music Group has seen an 11.59% 1 month share price return, while its 1 year total shareholder return of 7.48% and 5 year total...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI (SOUN) Is Up 6.8% After TomTom Agentic In-Car AI Partnership and CES Launches - What's Changed

Earlier this month, TomTom and SoundHound AI announced a partnership to deliver a unified in-car AI voice and navigation experience, while SoundHound also unveiled its Amelia 7 agentic AI platform and Vision AI for vehicles, TVs, and smart devices at CES 2026. These launches mark a shift from simple voice queries toward AI agents that can transact and coordinate tasks across commerce, navigation, and vehicle functions, potentially deepening SoundHound’s role inside cars and connected...
NYSE:LHX
NYSE:LHXAerospace & Defense

Is L3Harris (LHX) Reorg and New Innovation Chief Quietly Redefining Its Defense Profit Engine?

On January 5, 2025, L3Harris Technologies reorganized its operations from four to three segments, Space & Mission Systems, Communications & Spectrum Dominance, and Missile Solutions, and on January 5, 2026, it appointed former Space & Airborne Systems president Edward Zoiss as Vice President, Engineering & Innovation. This shift concentrates leadership and engineering around space, communications, and missile technologies, signaling a tighter alignment between L3Harris’s structure and...
NasdaqGM:CSTL
NasdaqGM:CSTLHealthcare

How Investors May Respond To Castle Biosciences (CSTL) Raising 2025 Revenue Outlook On Strong Test Demand

Castle Biosciences recently reported preliminary, unaudited results for the fourth quarter and full year 2025, highlighting a jump in core test volumes for DecisionDx-Melanoma and TissueCypher, and now expects 2025 revenue to exceed US$340 million, above its prior guidance range. An interesting angle for investors is how the rapid uptake of TissueCypher and the limited launch of AdvanceAD-Tx are broadening Castle’s test portfolio and expanding its addressable patient base across dermatology...
NYSE:D
NYSE:DIntegrated Utilities

A Look At Dominion Energy (D) Valuation As Earnings Forecasts And Analyst Optimism Improve

Why Dominion Energy (D) is drawing attention ahead of its earnings report Dominion Energy (D) recently closed with a gain that outpaced the S&P 500, as investors look ahead to the company’s February 23, 2026 earnings report. Forecasts point to higher earnings per share and revenue versus the prior year. See our latest analysis for Dominion Energy. At a share price of US$57.98, Dominion Energy’s recent 1 day share price gain contrasts with weaker 30 day and 90 day share price returns. Its 1...
NYSE:CARR
NYSE:CARRBuilding

How Carrier’s CCG Automation Deal Shapes Its Intelligent Buildings Strategy and Earnings Quality (CARR)

In recent months, Carrier Global’s Automated Logic unit acquired substantially all assets of CCG Automation, expanding its building automation footprint in Ohio and strengthening its intelligent building solutions offering across sectors such as healthcare and government. This move, combined with views that Carrier Global may be undervalued relative to its fundamentals and peers, puts fresh focus on its role in higher-margin, integrated building and climate control solutions. Next, we’ll...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Ziff Davis (ZD) Raises Guidance After Fifth Straight Quarter of Revenue Growth – What’s the Signal?

In its recent Q3 update, Ziff Davis reported its fifth consecutive quarter of revenue growth and strong free cash flow, while slightly missing analyst revenue expectations but raising full-year guidance. This combination of operational momentum and the largest guidance increase among its peer group highlights management’s confidence in the company’s direction despite a mixed headline quarter. We’ll now examine how Ziff Davis’s raised full-year guidance and consistent revenue growth influence...
NYSE:GME
NYSE:GMESpecialty Retail

A Look At GameStop (GME) Valuation As CEO Option Grant And Store Closures Reshape The Turnaround Story

GameStop (GME) is back in focus after the board approved a performance based stock option package for CEO Ryan Cohen, alongside plans to close about 296 stores as part of a broader overhaul. See our latest analysis for GameStop. At a share price of $21.23, GameStop’s 7 day share price return of 2.46% comes after a 90 day share price decline of 8.53%. The 1 year total shareholder return of a 30.76% decline contrasts with a 5 year total shareholder return of 142.02%. This suggests momentum has...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express (AXP) Valuation In Focus After Trump Proposal To Cap Credit Card Interest Rates

American Express (AXP) is back in the spotlight after President Donald Trump called for a one year 10% cap on credit card interest rates, sparking a sharp move in the stock and fresh questions about regulatory risk. See our latest analysis for American Express. The regulatory headlines have come after a strong run, with American Express posting a 27.81% total shareholder return over the past year and a very large 226.68% total shareholder return over five years, even as the 1-day share price...
NYSE:CWT
NYSE:CWTWater Utilities

Assessing California Water Service Group (CWT) Valuation As Shares Trade Below Narrative Fair Value

California Water Service Group (CWT) has recently drawn investor attention following its latest share performance. The stock closed at $43.61 as of the most recent session, prompting fresh questions around its valuation and return profile. See our latest analysis for California Water Service Group. Recent trading tells a mixed story, with a 2.52% 7 day share price return offset by a 90 day share price return decline of 6.76%, while the 1 year total shareholder return of 5.90% contrasts with a...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

A Look At Bitmine Immersion Technologies (BMNR) Valuation As Ethereum Treasury And Leadership Reset Take Shape

Bitmine Immersion Technologies (BMNR) has drawn fresh attention after adding thousands of ETH in early 2026, pushing its holdings above 3% of circulating supply. At the same time, the company is expanding validator operations and has elevated Young Kim to dual COO and CFO roles. See our latest analysis for Bitmine Immersion Technologies. Those heavy ETH purchases and the arrival of Young Kim at the helm of operations and finance come after a sharp 43.2% 90 day share price decline and a 13.8%...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

A Look At Millicom (NasdaqGS:TIGO) Valuation After Analyst Upgrades And Latin American Growth Plans

Recent analyst upgrades to earnings estimates and a strong momentum rating have pushed Millicom International Cellular (TIGO) into focus, as investors weigh improving sentiment against the company’s ongoing push into Latin American digital infrastructure. See our latest analysis for Millicom International Cellular. Despite recent analyst optimism, the stock’s recent 1-day share price return of 3.24% decline, 7-day return of 12.36% decline and year to date return of 11.32% decline contrast...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

A Look At Cognex (CGNX) Valuation As AI Machine Vision Demand And Earnings Draw Attention

Cognex stock: AI-driven demand and upcoming earnings in focus Renewed attention on Cognex (CGNX) is being tied to commentary around AI-driven machine vision demand, particularly in automotive manufacturing and barcode reader applications, along with expectations for the upcoming earnings report and margin discussion. See our latest analysis for Cognex. The recent AI-focused interest comes after a mixed share price pattern, with a 9.4% 1 month share price return and a 13.8% 3 month decline...
NYSE:USB
NYSE:USBBanks

Assessing U.S. Bancorp (USB) Valuation After Shifts In Analyst Ratings And Investor Trading Activity

Recent activity around U.S. Bancorp (USB) has centered on a mix of analyst rating changes, heavier institutional buying, and increased insider selling, giving investors a fresh set of signals to weigh. See our latest analysis for U.S. Bancorp. The recent mix of analyst rating changes, heavier institutional buying and insider selling has played out against a backdrop of a 17.24% 90 day share price return and a 19.13% one year total shareholder return. This suggests momentum has been building...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital’s AI Cybersecurity Platform Pivot Might Change The Case For Investing In GEN (GEN)

In recent months, Gen Digital has continued reshaping its business by integrating brands like Norton, Avast, and LifeLock into a unified, AI-driven cybersecurity platform that bundles device security, VPN, password management, and identity and financial protection for individuals, families, and small businesses. This shift, alongside year-over-year quarterly sales growth of 25.3% and a 1.9% dividend yield, highlights how Gen Digital is leaning on an expanding subscription ecosystem and AI...