NYSE:HLI
NYSE:HLICapital Markets

Houlihan Lokey Q3 Earnings Growth Outpaces History And Tests Premium P/E Narrative

Houlihan Lokey (HLI) reported a busy quarter, with Q3 2026 revenue of US$717.1 million and basic EPS of US$1.75, supported by trailing 12 month EPS of US$6.73 and net income of US$447.8 million on revenue of US$2.6 billion. Over recent quarters the company’s revenue has increased from US$574.9 million and EPS of US$1.42 in Q2 2025 to US$717.1 million and EPS of US$1.75 in Q3 2026. Over the same period, trailing 12 month EPS rose from US$5.15 to US$6.73 and net income from US$334.4 million to...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Does Lululemon (LULU) Founder’s Proxy Fight Expose Deeper Strains In Its Brand Governance Story?

In January 2026, Lululemon founder Dennis “Chip” Wilson launched a proxy contest to replace board members after publicly attacking the company’s handling of quality issues in its ‘Get Low’ leggings line, which were briefly pulled over complaints that they were see-through and lacked compression. The clash between Wilson and the current board, alongside recent job cuts in customer care, highlights growing tension over product standards, governance, and how the brand responds when core...
NYSE:LW
NYSE:LWFood

Is There Now An Opportunity In Lamb Weston Holdings (LW) After Multi‑Year Share Price Weakness

If you are wondering whether Lamb Weston Holdings is attractively priced today, it helps to step back and look at what the recent share performance and fundamentals are really telling you about value. The stock last closed at US$45.96, with returns of 4.2% over the past 7 days, 9.6% over 30 days, 8.7% year to date, but a 22.9% decline over 1 year and a 49.7% decline over 3 years. This can change how investors think about its risk and return profile. Recent coverage of Lamb Weston has focused...
NYSE:PM
NYSE:PMTobacco

Should Jefferies’ Downgrade and Rising Reduced‑Risk Competition Require Action From Philip Morris (PM) Investors?

In recent days, Jefferies downgraded Philip Morris International, citing mounting competitive pressure from British American Tobacco and Japan Tobacco in nicotine pouches and heated tobacco products despite Philip Morris International’s continued multibillion‑dollar US investment program since 2022. An interesting wrinkle is that this more cautious analyst stance arrives even as Philip Morris International maintains very strong gross margins and robust free cash flow generation,...
NYSE:SMG
NYSE:SMGChemicals

Has Scotts Miracle-Gro (SMG) Finally Found A Reasonable Entry Point After Recent Rebound?

For investors wondering if Scotts Miracle-Gro at around US$65 a share still offers value, or if the easy money has already been made, this article is designed to address that question directly. The stock has recently posted returns of 5.0% over 7 days, 13.4% over 30 days and 10.1% year to date. However, the past 1 year, 3 year and 5 year returns of 4.8%, 11.5% and 67.1% declines present a different side of the story. These mixed returns reflect a period in which investors continue to...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tariff Lawsuit And TIP Deal Reframe Valuation And Risk Profile

Goodyear Tire & Rubber (NasdaqGS:GT) has joined a consolidated legal challenge against certain US tariffs, with the case now awaiting guidance from the Supreme Court. The company has also extended and expanded its sustainability focused partnership with TIP Group for five years, covering eco focused tire materials and service solutions across Europe. For investors watching Goodyear at a share price of $9.61, these developments add fresh context to a stock that has seen mixed multi year...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

The Bull Case For MannKind (MNKD) Could Change Following FDA-Backed Afrezza Dosing Label Update

MannKind Corporation recently received FDA approval for an update to Afrezza’s Prescribing Information, refining recommended starting mealtime doses when adults switch from injected or pump-based insulin to the inhaled therapy, based on new modeling and clinical data. This label change is significant because clearer conversion guidance may influence how comfortably physicians transition suitable diabetes patients to Afrezza’s ultra rapid-acting inhaled insulin option, while keeping its known...
NYSE:EVR
NYSE:EVRCapital Markets

Is It Time To Reassess Evercore (EVR) After Strong Five Year Share Price Gains

If you are wondering whether Evercore’s current share price still offers value, you are not alone. This article is set up to help you weigh what the market price might be implying. The stock last closed at US$355.91, with a 4.3% decline over the past 7 days, a 3.6% gain over 30 days, a 1.3% gain year to date, and a 24.4% gain over 1 year, compared with a very large 3 year return and a 238.9% return over 5 years. Recent coverage has focused on Evercore’s role in major advisory assignments and...
NYSE:SCHW
NYSE:SCHWCapital Markets

Dividend Hike and Buybacks Could Be A Game Changer For Charles Schwab (SCHW)

The Charles Schwab Corporation’s Board of Directors has approved a 5 cent, or 19%, increase in its regular quarterly cash dividend to US$0.32 per common share, payable on February 27, 2026 to stockholders of record on February 13, 2026. This higher dividend, coming soon after strong 2025 earnings and a multi-billion-dollar share repurchase program, highlights Schwab’s continued emphasis on returning capital to shareholders. We’ll now examine how this sizable dividend hike, alongside recent...
NYSE:GEF
NYSE:GEFPackaging

Greif Uses Low Leverage And Timberland Sale To Fuel Buybacks

Greif (NYSE:GEF) approved a new $300 million share repurchase authorization. The company reported leverage at historically low levels after recent debt reduction efforts. Greif plans to sell a timberland portfolio, with proceeds expected to be used for further debt reduction. Greif, a global producer of industrial packaging and related services, operates at the intersection of manufacturing, logistics, and materials handling, areas that often track broader industrial activity. For...
NYSE:CVX
NYSE:CVXOil and Gas

Chevron Weighs Venezuela Growth, Hess Integration And Project Milestones

Chevron (NYSE:CVX) is reporting strong quarterly operations alongside record oil and gas production. The company is planning a 50% increase in Venezuelan output, supported by recent US policy changes and a special Treasury license. Chevron is the only US operator active in Venezuela under this framework, and is also working on integrating Hess assets. Key project milestones in regions such as Kazakhstan and the Eastern Mediterranean are being reached as part of a broader expansion...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Why Uranium Energy (UEC) Is Down 6.3% After Trump’s Nuclear Policy Shift And Conference Spotlight

In January 2026, Uranium Energy Corp. presented at the Vancouver Resource Investment Conference shortly after President Trump announced new U.S. policies to streamline nuclear reactor licensing and bolster the domestic nuclear fuel supply chain. This alignment between a policy push for nuclear energy and Uranium Energy’s U.S.-focused production and inventory footprint has sharpened attention on the company’s role in reinforcing domestic fuel security. Against this backdrop, we’ll examine...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Has The Recent Pullback In Alnylam Pharmaceuticals (ALNY) Opened A Valuation Opportunity?

Wondering if Alnylam Pharmaceuticals at around US$346 is offering you fair value or asking too much? This article walks through the key numbers that matter for investors focused on price versus value. The stock has pulled back recently, with a 6.3% decline over the last 7 days and a 12.7% decline over the past 30 days, although the 1 year return sits at 25.1% and the 5 year return at 119.6%. Recent attention on Alnylam Pharmaceuticals has centred on its broader pipeline and commercial...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

Did Nasdaq 100 Inclusion Just Shift TransMedics Group’s (TMDX) Organ-Transplant Tech Investment Narrative?

TransMedics Group’s recent inclusion in the Nasdaq 100 index recognizes the company’s role in advancing organ preservation and transplant technology through its Organ Care System platform. This index addition underscores how TransMedics’ transplant-focused medical technology has moved into the mainstream of large-cap growth benchmarks, potentially broadening its investor base. With this index inclusion spotlighting TransMedics’ organ transplant innovation, we’ll examine how the development...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Valuation Check After Recent Volatility And Long Term Shareholder Returns

IonQ (IONQ) is back in focus after recent trading put its quantum computing story under the microscope, with the stock showing mixed returns over the month, past 3 months and year. See our latest analysis for IonQ. The recent pullback, including a 5.59% 1-day share price decline and 30.68% 3-month share price fall, contrasts with IonQ’s positive 1-year total shareholder return of 11.41% and very large 3-year total shareholder return, suggesting momentum has cooled after a strong multi-year...
NYSE:AN
NYSE:ANSpecialty Retail

AutoNation (AN) Is Down 5.5% After Cutting 3,500 Jobs To Reshape Costs And Capital Needs

AutoNation recently announced a permanent reduction of 3,500 jobs as part of a restructuring effort amid shrinking same-store sales and competitive pressures. The move highlights how weakening demand, modest gross margins and a short cash runway are pushing the auto retailer to reassess its cost base and capital needs. We will now examine how AutoNation's large workforce reduction shapes its investment narrative, particularly around profitability and balance sheet resilience. The latest GPUs...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Is SS&C Technologies (SSNC) Pricing Reflect Its DCF And P/E Valuation Signals After Recent Pullback

If you are wondering whether SS&C Technologies Holdings' current share price lines up with its underlying worth, you are exactly the kind of investor this breakdown is for. The stock closed at US$82.88 recently, with returns of 3.3% over 1 year, 38.3% over 3 years and 28.5% over 5 years, alongside shorter term moves of a 3.4% decline over 7 days and a 6.4% decline over 30 days that may have shifted how some investors think about risk and opportunity. Recent coverage around SS&C has focused...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

How Diverging Quant Models and Analyst Views on Earnings Will Impact StoneCo (STNE) Investors

In recent weeks, StoneCo has drawn attention as analysts highlighted expectations for year-over-year earnings growth of over 28% ahead of its March 2, 2026 results, even as it currently carries a Zacks Rank of #4 (Sell) and trades at a discount to its industry on a forward P/E basis. An interesting aspect is that, despite this cautious quantitative ranking, major houses such as UBS and Goldman Sachs continue to reiterate positive views on StoneCo’s business prospects, underscoring a clear...
NYSE:SGHC
NYSE:SGHCHospitality

Assessing Super Group (SGHC) Valuation After Guidance Update And Special Dividend Announcement

Why Super Group (SGHC) is back on investors' radar Super Group (SGHC) has caught fresh attention after updating its full year 2025 revenue guidance to within a US$2.17b to US$2.27b range and declaring a US$0.25 per share special dividend. See our latest analysis for Super Group (SGHC). The latest guidance update and special dividend have landed against a mixed trading backdrop, with a 1-day share price return of 1.72% to US$10.07 but a 30-day share price return showing a 14.95% decline. A...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile (TMUS) Still Attractive After Recent Share Price Weakness?

If you are wondering whether T-Mobile US at around US$189 a share still offers value or if most of the upside is already priced in, the key is to look closely at what the current valuation is really implying. The stock has recently shown mixed returns, with a 2.1% gain over the last 7 days but a 7.1% decline over 30 days, and longer term returns of a 5.2% decline year to date and an 18.0% decline over 1 year, compared with gains of 33.3% over 3 years and 50.0% over 5 years. These moves are...
NYSE:FCX
NYSE:FCXMetals and Mining

Freeport-McMoRan (FCX) Is Up 10.7% After Earnings Beat Amid Record Copper Prices What's Changed

Freeport-McMoRan’s fourth-quarter and full-year 2025 results showed slightly higher sales of US$5,633 million and US$25.92 billion, respectively, alongside increased net income and earnings per share, supported by higher copper and gold prices despite Grasberg mine disruptions. What stands out is that the company’s earnings beats and consistent upward revisions to profit forecasts are coinciding with copper prices reaching record highs, intensifying investor focus on its role as a major...
NasdaqGS:APP
NasdaqGS:APPSoftware

Assessing AppLovin (APP) Valuation After Recent Share Price Volatility And Strong Profitability Figures

AppLovin (APP) has been drawing attention after recent share price swings, with a gain of 4.96% over the past day and 9.06% over the past week, in contrast with weaker performance over the past month. See our latest analysis for AppLovin. The recent bounce sits against a weaker backdrop, with a 30-day share price return of a 17.94% decline and a 90-day share price return of a 10.68% decline, even as the 1-year total shareholder return is 55.74% and the 3-year total shareholder return is very...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Should Black Hills’ Dividend Hike and Ready Wyoming Expansion Shape BKH’s Long-Term Capital Allocation Story?

Black Hills Corp. recently announced that its board approved a higher quarterly dividend of US$0.703 per share, up US$0.027 from the prior payout, for shareholders of record on February 17, 2026, payable March 1, 2026. Together with the completion and energizing of its 260-mile Ready Wyoming electric transmission expansion earlier in January, the dividend increase highlights both ongoing capital investment in grid infrastructure and continued cash returns to shareholders. We’ll now examine...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM) Valuation Check As Earnings Approach And Volatility Keeps Investor Focus High

User interest in Symbotic (SYM) has picked up as the company heads into its February 4, 2026 earnings release, which is viewed as a key moment for fresh revenue growth and margin guidance. See our latest analysis for Symbotic. Despite a recent 1-day share price return of 2.0% to US$56.20, Symbotic’s 90-day share price return of negative 30.57% and year to date share price return of negative 13.37% point to fading near term momentum, even as its 1 year total shareholder return of 88.46% and 3...