NasdaqCM:LQDA
NasdaqCM:LQDAPharmaceuticals

Is Liquidia (LQDA) Quietly Reframing Its Pulmonary Hypertension Strategy With New Inhaled Data?

Liquidia recently announced it will present three posters at the 2026 PVRI Annual Congress in Dublin, sharing clinical data on LIQ861 (YUTREPIA) and its investigational L606 inhaled treprostinil for PAH and PH-ILD. This spotlight on both an approved therapy and a next-generation formulation underscores how Liquidia is trying to expand its role in pulmonary hypertension treatment. With fresh clinical data on L606 approaching, we’ll examine how this update shapes Liquidia’s investment...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Does Trinity Capital’s Venture Debt Focus Secure TRIN’s High Yield or Stretch Its Dividend Model?

Recent commentary has highlighted Trinity Capital Inc.’s role as a leading provider of venture debt and equipment financing to growth-stage, venture-backed companies, alongside its double‑digit dividend yield. An interesting angle for investors is how Trinity Capital’s income-focused model in the venture debt space depends heavily on credit quality and dividend sustainability rather than further valuation rerating. We’ll now examine how the company’s high dividend yield and venture debt...
NYSE:BF.B
NYSE:BF.BBeverage

Is Brown‑Forman (BF.B) Starting To Look Attractive After A Prolonged Share Price Slump

Wondering whether Brown-Forman is starting to look like better value after a long slump, or if the stock still has more to prove before it earns a spot in your portfolio? The share price recently closed at US$27.41, with returns of 3.8% over 7 days, 4.7% over 30 days, 4.9% year to date, but an 18.1% decline over 1 year and deeper falls of 55.8% over 3 years and 58.2% over 5 years. Recent attention on Brown-Forman has focused on how a long period of weaker share price performance compares...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is It Time To Reassess Duolingo (DUOL) After A 54% One Year Share Price Fall

If you are wondering whether Duolingo's share price still makes sense after a wild ride, the key question now is what you are really paying for with each US$1 of the stock. Duolingo last closed at US$151.56, with returns of 0.9% over 7 days, a 16.6% decline over 30 days, a 14.1% decline year to date, and a 53.6% decline over 1 year, while the 3 year return stands at 65.2%. Recent coverage has focused on Duolingo's position in app based language learning and its push to broaden its education...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

Earnings Beat And 2026 Outlook Could Be A Game Changer For Texas Capital Bancshares (TCBI)

Texas Capital Bancshares recently reported robust fourth-quarter and full-year 2025 results, with higher net interest income, stronger earnings per share, and net income rising to US$330.24 million from US$77.51 million, alongside issuing 2026 guidance calling for mid- to high single-digit total revenue growth and mid-single-digit noninterest expense growth. The company also continued active capital management through preferred dividends and share repurchases, while expanding fee-based...
NYSE:ANET
NYSE:ANETCommunications

A Look At Arista Networks (ANET) Valuation After Earnings Beat And Fresh AI Infrastructure Endorsements

Arista Networks (ANET) is back in focus after recent earnings outperformance and fresh endorsements as an AI infrastructure pick, prompting investors to reassess how its networking business lines up with the AI data center buildout. See our latest analysis for Arista Networks. The recent earnings beat and fresh AI-focused endorsements have arrived after a choppy few months, with the share price now at US$143.72 and recent momentum turning positive. This includes a 9.01% 1 month share price...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf’s HPC Pivot and Long-Term AI Data Center Leases Might Change The Case For Investing In WULF

In recent weeks, TeraWulf has attracted attention as analysts highlighted its ongoing pivot away from pure Bitcoin mining toward high-performance computing and AI-focused data center services, underpinned by project financing for a large Texas facility. An interesting angle for investors is the company’s reliance on long-term, credit-enhanced HPC lease contracts, which contrasts with the typically more volatile revenue profile of traditional crypto mining businesses. Against a recent 0.43%...
NYSE:BBAI
NYSE:BBAIIT

BigBear.ai CargoSeer Deal And Share Vote Test Growth Story

BigBear.ai Holdings (NYSE:BBAI) agreed to acquire CargoSeer technologies, aiming to expand its AI-powered cargo scanning and trade risk management offerings. Shareholders are set to vote on a proposal to double the company’s authorized share count, with key proxy advisers backing the move. The combination of the CargoSeer deal and the potential share authorization change marks a material shift in BigBear.ai’s capital plans and product roadmap. BigBear.ai focuses on applying artificial...
NYSE:DKL
NYSE:DKLOil and Gas

Does Higher 2025 Distribution Shift Delek Logistics Partners’ (DKL) Income Reliability Story Or Stretch Its Cash Flows?

Delek Logistics Partners, LP previously declared a higher quarterly cash distribution for fourth quarter 2025 of US$1.125 per common limited partner unit, or US$4.50 on an annualized basis, payable on February 12, 2026, to unitholders of record on February 5, 2026. This distribution increase may be interpreted as a signal about the partnership’s confidence in its ability to support a higher cash payout to unitholders. We’ll now examine how this higher cash distribution influences Delek...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

A Look At Willis Towers Watson (WTW) Valuation As Employer Leave Trends Gain Attention

Employer leave trends and what they might mean for WTW Willis Towers Watson (WTW) recently reported that nearly three quarters of U.S. employers plan to upgrade leave programs, with caregiver leave expected to almost double. This development puts the company at the center of evolving benefit design. For you as an investor, this kind of survey does two things at once. It highlights how employers are thinking about retention and attraction, and it showcases the type of advisory and data driven...
NasdaqGM:NAMM
NasdaqGM:NAMMMetals and Mining

Namib Minerals (NAMM) Is Up 342.4% After Speculative Gold-Linked Spike Is The Bull Case Changed?

In recent weeks, Namib Minerals, a Zimbabwe-based gold producer with operations across Africa and the Democratic Republic of Congo, has faced sharp sentiment swings as regulatory challenges, macroeconomic uncertainty and sector-wide pressures unsettled market confidence. Amid this turbulence, the stock’s abrupt, news-light price spike tied loosely to stronger gold prices and low float conditions has highlighted how speculative trading and external factors can quickly dominate the company’s...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

A Look At Weatherford International (WFRD) Valuation After The Latest Dividend Increase

Weatherford International (WFRD) has put income investors on alert after its Board approved a higher quarterly cash dividend of $0.275 per share, a 10% raise that highlights ongoing shareholder return priorities. See our latest analysis for Weatherford International. The higher dividend lands alongside strong recent market interest, with Weatherford’s share price at $90.46 and a 30 day share price return of 16.48%, while the 1 year total shareholder return sits at 33.64% and the 5 year total...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

Is FuboTV’s (FUBO) New Shelf Registration a Hint at a Shift in Capital Allocation Priorities?

In January 2026, FuboTV filed an omnibus mixed shelf registration covering Class A common stock, preferred stock, debt securities, warrants, purchase contracts, and units, giving it the option to issue a wide range of securities in the future. This filing meaningfully expands FuboTV’s financial toolkit, allowing the company to access capital more flexibly as it evaluates its funding and growth priorities. We will now look at how this expanded financing flexibility may influence FuboTV’s...
NYSE:GS
NYSE:GSCapital Markets

Is Goldman Sachs (GS) Pricing Reflect Its Role In Global Capital Markets Today

If you are wondering whether Goldman Sachs Group shares still offer value at current levels, the key is understanding how the current price lines up with what the business may be worth. The stock last closed at US$931.86, with returns of a 3.1% decline over 7 days, 2.7% over 30 days, 1.9% year to date and 50.2% over the past year, plus 181.1% over 3 years and 282.0% over 5 years. Recent headlines around Goldman Sachs Group have focused on its role in global capital markets and investment...
NYSE:ORI
NYSE:ORIInsurance

Old Republic International (ORI) Valuation After Earnings Miss And Piper Sandler Downgrade

Earnings miss and downgrade reshape the Old Republic International (ORI) story Old Republic International (ORI) just reported mixed Q4 2025 results, combining revenue and net income growth with weaker profitability, followed soon after by a Piper Sandler downgrade that highlighted ongoing commercial auto claims pressure. See our latest analysis for Old Republic International. ORI shares have pulled back recently, with a 7 day share price return of 10.01% and a 30 day share price return of...
NasdaqCM:AREC
NasdaqCM:ARECOil and Gas

A Look At American Resources (AREC) Valuation After Expanded Lithium Ion Battery Recycling Operations

Why American Resources is back on investors’ radar American Resources (AREC) has attracted fresh attention after its Electrified Materials subsidiary began receiving and processing initial 2026 shipments of end-of-life lithium-ion batteries at its Noblesville, Indiana facility. This move expands the company’s recycling-to-refining footprint for critical battery materials, tying the stock more directly to themes around domestic supply chains, mineral independence, and the practical side of...
NYSE:DVN
NYSE:DVNOil and Gas

Assessing Devon Energy’s Valuation As Analyst Interest And Capital Return Focus Draw Fresh Attention

Analyst interest puts Devon Energy (DVN) back in focus Recent analyst rating reaffirmations and mixed target revisions have put Devon Energy (DVN) back on investors’ radar. The company’s capital return approach and position in the US oil and gas sector are attracting fresh attention. See our latest analysis for Devon Energy. At a share price of US$38.63, Devon Energy has seen a 20.68% 90 day share price return and a 12.39% 1 year total shareholder return. The 3 year total shareholder return...
NYSE:KO
NYSE:KOBeverage

Coca-Cola Reshapes Leadership To Link Digital Strategy And Global Growth

Coca-Cola has announced a major executive overhaul, including the appointment of Henrique Braun as CEO. The company is creating a new Chief Digital Officer role that will report directly to the CEO. Senior management responsibilities are being reassigned and global market groupings are being restructured. Coca-Cola (NYSE: KO) is reshaping its leadership at a time when its shares trade around $72.56. The stock has returned 17.0% over the past year and 74.0% over five years, which helps...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Valuation Check After Strong Q1 2026 AI And Data Center Growth

Sanmina (SANM) just paired a strong Q1 2026 report with fresh guidance and capital returns, as investors weigh AI driven revenue, ZT Systems integration progress, a completed buyback tranche and the latest outlook. See our latest analysis for Sanmina. Sanmina’s recent Q1 2026 beat and new revenue guidance have arrived alongside strong share price momentum, with a 30 day share price return of 18.27% and a very large 5 year total shareholder return. This suggests interest around AI and data...
NYSE:PAYC
NYSE:PAYCProfessional Services

Jeff York’s Return Puts Paycom Sales Focus And Investor Thesis In Spotlight

Paycom Software (NYSE:PAYC) has appointed Jeff York as Chief Sales Officer. York is returning to lead the sales organization after previously serving in the same role. The appointment reflects a renewed emphasis on sales execution and organizational leadership. Paycom Software, a provider of cloud based human capital management solutions, operates in a crowded HR and payroll technology market where competition for enterprise and mid market clients remains intense. Investors following...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Assessing CoStar Group (CSGP) Valuation After Third Point’s Activist Campaign

Third Point has launched an activist campaign at CoStar Group (CSGP), accusing leadership of poor capital allocation, weak oversight, and residential missteps, while arguing that the core commercial real estate business remains a valuable but underutilized asset. See our latest analysis for CoStar Group. At a share price of US$65.81, CoStar Group has a 90 day share price return of a 15.88% decline and a 1 year total shareholder return of a 13.91% decline. This suggests that longer term...
NYSE:W
NYSE:WSpecialty Retail

Is There Still Value In Wayfair (W) After Its 125% One Year Share Price Surge

If you are wondering whether Wayfair’s recent share price justifies the risk you are taking, the key question is what the current price says about the company’s underlying value. Wayfair’s stock closed at US$110.13, with a 7 day return of a 4.2% decline, a 30 day return of 7.7%, a year to date return of 3.4%, a 1 year return of 125.0%, a 3 year return of 87.7% and a 5 year return of a 60.8% decline. This performance has caught the eye of investors assessing potential growth and changing risk...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Eylea HD Approval And STEM Focus Shape Regeneron’s Growth Outlook

Regeneron Pharmaceuticals received regulatory approval for Eylea HD with expanded indications and has begun launching the product. The company is also highlighting its long running Regeneron Science Talent Search as part of a broader push into STEM education support. These developments are material for investors because they touch both the commercial outlook for Eylea HD and Regeneron's long term brand and stakeholder relationships. For investors watching NasdaqGS:REGN, the approval and...