NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Is ASML Holding (NasdaqGS:ASML) Pricing In Too Much Optimism After Its 1-Year Surge?

If you are wondering whether ASML Holding's share price still makes sense after its strong run, this article focuses squarely on what you are paying versus what you might be getting. The stock last closed at US$1,413.35, with returns of 4.0% over 7 days, 31.8% over 30 days, 21.4% year to date, 106.5% over 1 year, 122.5% over 3 years and 164.9% over 5 years. This performance has put valuation firmly in the spotlight for many investors. Recent commentary around ASML has centered on its role in...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Assessing Corcept Therapeutics (CORT) Valuation After Positive Phase 3 ROSELLA Ovarian Cancer Trial Results

Corcept Therapeutics (CORT) is in focus after its pivotal Phase 3 ROSELLA trial in platinum-resistant ovarian cancer met the overall survival primary endpoint, reducing death risk without adding to treatment related safety concerns. See our latest analysis for Corcept Therapeutics. The ROSELLA news has arrived after a volatile stretch, with a 31.4% 7 day share price return lifting the stock to US$45.64. This comes even though the 30 day share price return is a 44.8% decline, the 1 year total...
NYSE:GNRC
NYSE:GNRCElectrical

A Look At Generac Holdings (GNRC) Valuation As Investor Optimism Returns On Smart Energy Growth Potential

Why Generac Holdings (GNRC) Is Back on Investors’ Radar Generac Holdings (GNRC) is drawing fresh attention as investors focus on its earnings potential and expected above-market growth, supported by its shift toward smart energy platforms and rising demand for backup power. See our latest analysis for Generac Holdings. At a share price of US$167.11, Generac has seen a 18.89% 1 month share price return and a 18.43% year to date share price return, while its 1 year total shareholder return of...
NYSE:CLX
NYSE:CLXHousehold Products

Clorox Pursues GOJO Deal To Reshape Earnings Mix And Valuation Potential

Clorox (NYSE:CLX) has entered into a definitive agreement to acquire GOJO Industries, the maker of Purell. The deal marks a major expansion of Clorox's presence in health and wellness and its professional hygiene offerings. The transaction is framed as a transformational move for Clorox's health and hygiene segment. Clorox, trading at $112.87 a share, is moving to reshape its business mix with the planned acquisition of GOJO. The company is highlighting this deal as important for its...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Is Trade Desk (TTD) Now Offering A Long Term Opportunity After A 1 Year Slump

If you are wondering whether Trade Desk's current share price lines up with what the business might be worth, you are not alone. This article will help you frame that question clearly. The stock last closed at US$33.81, with returns of a 4.7% decline over 7 days, an 11.7% decline over 30 days, a 10.3% decline year to date, a 71.6% decline over 1 year, a 31.3% decline over 3 years, and a 57.4% decline over 5 years. That track record may change how you think about its potential risk and...
NYSE:SPXC
NYSE:SPXCMachinery

Did Reaffirmed Data Center Cooling Role Just Shift SPX Technologies' (SPXC) Investment Narrative?

In recent weeks, SPX Technologies drew attention as analysts clarified that the company’s cooling tower products remain important for data center heat management, following earlier concerns about changing cooling technologies. This reaffirmation came alongside commentary highlighting SPX Technologies’ role in specialized HVAC and detection equipment, reinforcing its relevance across industrial, commercial, and utility infrastructure markets. We’ll now examine how this reaffirmed role in data...
NasdaqGS:FHB
NasdaqGS:FHBBanks

Is Earnings Optimism Reshaping First Hawaiian’s Dividend-Focused Investment Case (FHB)?

In recent months, First Hawaiian has drawn attention as analysts turned more optimistic about its upcoming quarterly earnings, citing expectations for higher revenue and a continued pattern of outperforming consensus estimates. An interesting angle for investors is how this earnings optimism combines with positive sentiment around peer Bank of Hawaii to highlight both First Hawaiian’s income-oriented dividend appeal and its exposure to Hawaii’s concentrated regional economy. With recent...
NasdaqGS:HBT
NasdaqGS:HBTBanks

HBT Financial (HBT) Net Interest Margin Stability Reinforces Bullish Profitability Narratives

HBT Financial (HBT) has wrapped up FY 2025 with fourth quarter revenue of US$59.0 million and basic EPS of US$0.60, while trailing twelve month revenue came in at US$233.9 million and EPS at US$2.44. Over the last few quarters, the company has seen revenue range from US$55.8 million to US$59.2 million per quarter, with quarterly EPS between US$0.58 and US$0.64, giving investors a consistent earnings profile to judge against prior periods. With trailing net profit margins holding in the low...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Lawsuit Win And NASA Role Tested Against Premium Valuation

RTX won a federal lawsuit over the management of its 401(k) retirement plan, closing a high profile legal challenge. The company announced its participation in NASA's Pandora exoplanet mission through a minisatellite launch. RTX also secured a significant role in a multi billion dollar U.S. air traffic control radar modernization contract. RTX, trading on the NYSE under ticker NYSE:RTX, is drawing attention as it combines legal clarity on its employee retirement plan with new contract wins...
NYSE:BAP
NYSE:BAPBanks

Will Credicorp (BAP) Use Tenpo’s Chile License To Redefine Its Digital Banking Strategy?

In January 2026, Credicorp Ltd. reported that Tenpo, its digital banking subsidiary in Chile, received operating authorization from the Comisión para el Mercado Financiero (CMF), the country’s financial markets regulator. This authorization formally opens the door for Tenpo to broaden its digital banking reach within Chile, strengthening Credicorp’s presence in a key regional market. With Tenpo now authorized to operate as a digital bank in Chile, we’ll examine how this milestone influences...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Steel Dynamics (STLD) Margin Compression To 6.5% Tests Bullish Earnings Growth Narrative

Steel Dynamics (STLD) has wrapped up FY 2025 with fourth quarter revenue of US$4.4 billion and basic EPS of US$1.83, as the market weighs those figures against a current share price of US$173.32. The company has seen quarterly revenue move from US$3,872 million in Q4 2024 to US$4,414 million in Q4 2025, while basic EPS over that same period shifted from US$1.36 to US$1.83. This is setting the stage for investors to focus closely on how net income trends and margins color the latest set of...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti’s India Quantum Order Versus Volatile Stock And Valuation Upside

Rigetti Computing secured an order from India's Centre for Development of Advanced Computing for a 108 qubit quantum system. The deal marks the company's entry into India's supercomputing market. The order comes after recent setbacks in U.S. government projects, including exclusion from DARPA's Stage B trial. For investors watching NasdaqCM:RGTI, this new C DAC order comes at a time when the stock has been volatile, with a 15.1% decline over the past week and a 2.8% decline over the past...
NYSE:FIGS
NYSE:FIGSLuxury

Is FIGS (FIGS) Still Sensibly Priced After A 96% One Year Share Price Surge

If you are wondering whether FIGS at US$11.26 is still attractively priced after its recent run, this article walks through what the numbers are saying about its current value. The stock has delivered a 96.9% return over the last year and 33.6% over three years, even though the past week and month saw returns of 2.9% decline and 4.7% decline, with a 1.1% decline year to date. Recent attention on FIGS has centered on its position in medical apparel and how the brand is competing in a crowded...
NasdaqGM:ASST
NasdaqGM:ASSTCapital Markets

Assessing Strive Asset Management’s Valuation After Recent Share Price Weakness And Ongoing Losses

Why Strive Asset Management (ASST) Is Back on Investors’ Radar Strive Asset Management (ASST) has caught investor attention after recent trading, with the share price closing at US$0.79 and short term returns showing mixed results over the past week and month. For you as an investor, the sharper move over the past 3 months, along with a value score of 2 and reported revenue of US$5.51 million against a net loss of US$223.39 million, raises clear questions about risk, valuation and business...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Did eBay's (EBAY) AI Agent Ban and In‑House Tools Pivot Just Shift Its Investment Narrative?

eBay recently announced that, effective February 20, 2026, it will update its user agreement to ban chatbots, large language models and other AI agents from autonomously placing purchase orders on its auction platform. Even as it restricts third-party AI agents, eBay’s CEO signalled that the company is experimenting with its own agentic shopping experiences and may explore programs such as OpenAI’s Instant Checkout. We’ll now examine how eBay’s decision to prohibit autonomous AI bidding...
NYSE:NJR
NYSE:NJRGas Utilities

How Investors May Respond To New Jersey Resources (NJR) ESOP Shelf, Dividend Affirmation and Chair Transition

In January 2026, New Jersey Resources Corporation filed a US$168.75 million shelf registration to offer 3,551,232 common shares tied to its employee stock ownership plan, while also affirming a quarterly dividend of US$0.475 per share payable on April 1, 2026. Alongside these capital-raising and income measures, the company marked a governance shift as longtime Board Chair Donald L. Correll retired and Thomas C. O’Connor assumed the role. We will now examine how the sizeable ESOP-related...
NYSE:LYB
NYSE:LYBChemicals

A Look At LyondellBasell Industries (LYB) Valuation After Recent Share Price Momentum

Why LyondellBasell Industries (LYB) is on investors’ radar LyondellBasell Industries (LYB) has drawn fresh attention after a period where its shares show mixed performance, with a gain over the past month but weaker total returns over the past year and longer horizons. See our latest analysis for LyondellBasell Industries. At a share price of $50.86, LyondellBasell’s recent 17.6% 1 month share price return and 14.6% year to date share price return contrast with a 1 year total shareholder...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway’s New Era As Abel Moves To Exit Kraft Heinz

Warren Buffett has officially retired as CEO of Berkshire Hathaway, and Greg Abel has stepped into the role. Abel is reportedly preparing to sell Berkshire’s entire long held stake in Kraft Heinz. The potential exit from Kraft Heinz marks a clear shift from Buffett’s long term holding style. Berkshire Hathaway (NYSE:BRK.A) is entering a new chapter, with Greg Abel taking over leadership from Warren Buffett and reportedly weighing a full exit from the company’s Kraft Heinz position. Shares...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

New Leveraged ETF Targets Sandisk As AI Memory Trade Heats Up

A new leveraged ETF offering 2X daily exposure to NasdaqGS:SNDK has been launched. It is the first product of its kind tied specifically to Sandisk shares. The product arrives as Sandisk draws heightened attention during an AI driven demand boom for memory in data centers and ongoing global NAND shortages. The ETF gives traders and more active investors another way to gain amplified exposure to Sandisk stock during a period of strong operational focus following its spin off from Western...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Is USA Rare Earth (USAR) Still Attractive After A 120% One-Year Share Price Surge

If you are considering whether USA Rare Earth is priced attractively at its recent levels, a key question is how its current share price compares with its fundamentals. The stock last closed at US$26.72, with returns of 51.0% over 7 days, 97.8% over 30 days, 88.8% year to date and 119.5% over the past year. These figures naturally raise questions about risk, momentum and value. Recent coverage of USA Rare Earth has focused on its position in the materials sector and investor interest linked...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Can Peloton (PTON) Turn Menopause Study Momentum Into a Durable Women’s Health Brand Advantage?

In January 2026, Peloton and Respin Health reported results from an eight-week P.R.E.S. Study showing that a curated Peloton fitness program, combined with coaching and education, was associated with statistically significant improvements in 35 menopause-related symptoms among 267 women aged 40–65. Alongside these health findings, Peloton has recently returned to generating positive free cash flow, suggesting its women’s health initiatives are emerging as part of a broader effort to...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy Bitcoin Bet Deepens As Insider Sales And Stream Struggles

Strategy Inc (NasdaqGS:MSTR) purchased US$264 million of Bitcoin during a market downturn, extending its Bitcoin holdings while prices were under pressure. A cluster of insider share sales occurred as the company’s stock faced significant price pressure. The company’s first non U.S. perpetual preferred product, Stream/STRE, has encountered accessibility issues and weak adoption in Europe. Strategy Inc operates as both a software company and a prominent corporate holder of Bitcoin, so its...
NYSE:MCD
NYSE:MCDHospitality

Is McDonald's (MCD) Price Still Justified After Recent Steady Share Gains?

If you are wondering whether McDonald's current share price still makes sense for long term investors, looking closely at what you are paying for each dollar of its business is a useful place to start. McDonald's last closed at US$312.95, with returns of 1.8% over the past 7 days, 0.7% over 30 days and 3.2% year to date, while the 1 year and 5 year returns sit at 9.3% and 68.7% respectively. This keeps valuation firmly on the radar for many holders. Recent market attention around McDonald's...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Expands Dual Platforms As Stock Trades Below Valuation Estimates

D-Wave Quantum (NYSE:QBTS) announced the acquisition of Quantum Circuits Inc. The deal makes D-Wave the only public quantum computing company with both annealing and gate-model systems. The transaction expands the company’s technology stack and potential customer reach in quantum computing. D-Wave Quantum, listed on the NYSE under the ticker QBTS, has been known primarily for its annealing-based quantum systems, which target optimization and related use cases. By adding Quantum Circuits...