NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Cloud AI Update - Pipefy Expands US Reach With Oracle Cloud AI Integration

Pipefy, a process management and AI platform, has expanded the availability of its AI Agents to enterprises across the United States, utilizing Oracle Cloud Infrastructure (OCI) for enhanced performance and scalability. This development allows U.S. companies to automate complex business processes with increased intelligence and security, reflecting a significant commitment to advancing AI capabilities within enterprise solutions. Previously available only in Latin America, Pipefy's AI agents...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

Gold Royalty (NYSEAM:GROY): Revisiting Valuation After $90 Million Follow-On Equity Raise and Royalty Expansion Plans

Gold Royalty (NYSEAM:GROY) just closed a $90 million follow on equity offering at around $4 a share, a sizable capital raise that immediately reshapes the balance sheet and future deal making capacity. See our latest analysis for Gold Royalty. That capital raise caps a hectic stretch that also included underwriter changes and a special call about acquiring a cash flowing gold and copper royalty in Brazil. The stock’s 230.65% year to date share price return alongside a 222.83% one year total...
NYSE:WU
NYSE:WUDiversified Financial

Does Western Union’s Latest Rebound Signal a Compelling Opportunity in 2025?

Wondering if Western Union at around $9.61 is a bargain or a value trap? This article will walk you through what the numbers are really saying about the stock. Despite a tough longer term run, with the share price still down 40.8% over 5 years, the stock has bounced recently, gaining 7.6% over the last week and 7.9% over the past month, even though it remains 8.0% lower year to date and 2.5% down over the last year. Part of this shift in sentiment reflects ongoing strategic moves to...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher (DHR): Valuation Check After Goldman Sachs Buy Rating and Improving Bioprocessing Outlook

Danaher (DHR) just picked up a fresh Buy rating from Goldman Sachs, and the timing lines up with improving sentiment in life sciences tools, especially bioprocessing equipment where demand signals are finally turning. See our latest analysis for Danaher. The stock has quietly put together a solid run, with a 90 day share price return of 22.27 percent and a 30 day gain of 7.68 percent. The 5 year total shareholder return of 19.30 percent shows long term compounding even though the 1 year total...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Red Rock Resorts (RRR): Assessing Valuation After This Year’s Strong Share Price Run

Red Rock Resorts (RRR) has quietly put together a strong run this year, and the stock’s recent move higher is prompting investors to revisit how its Las Vegas focused casino portfolio supports that momentum. See our latest analysis for Red Rock Resorts. That 6.4% one day share price jump to about $61 signals investors are leaning back into Red Rock’s local Las Vegas growth story, with year to date share price returns already strong and longer term total shareholder returns reinforcing that...
NYSE:MP
NYSE:MPMetals and Mining

Has MP Materials Rally Gone Too Far After 266% Surge in 2025?

If you have been wondering whether MP Materials is still a smart way to play the rare earths theme after its huge run, this breakdown will help you decide if the current price still offers value or if most of the upside is already priced in. The stock has surged an eye catching 266.1% year to date and 206.2% over the last 12 months, even after a modest pullback of around 3% over the past week and month, which naturally raises questions about how much future upside is left versus downside...
NYSE:CI
NYSE:CIHealthcare

Cigna (CI): Valuation Check After Launching a Rebate‑Free Pharmacy Benefit Model

Cigna Group (CI) is drawing fresh attention after rolling out a rebate free pharmacy benefit model that aims to simplify drug pricing, cut upfront costs, and potentially reshape how pharmacy benefit managers operate. See our latest analysis for Cigna Group. Investors seem to be slowly warming to the story, with a 1 day share price return of 3.68 percent helping to offset a 90 day share price return of minus 10.07 percent, while the 5 year total shareholder return of 46.87 percent still points...
NYSE:GFF
NYSE:GFFBuilding

Griffon (GFF): Revisiting Valuation After Strong Recent Share Price Momentum

Griffon (GFF) has quietly outperformed the broader market over the past week and month, and that steady climb is starting to draw attention from investors looking for durable industrial exposure. See our latest analysis for Griffon. The recent 1 month share price return of 7.88 percent, on top of a robust 3 year total shareholder return of 144.18 percent, suggests momentum is still firmly on Griffon’s side as investors reassess its growth and cash generation story. If Griffon’s run has you...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is It Too Late to Consider Alnylam Pharmaceuticals After Its Huge 2025 Share Price Surge?

Wondering if Alnylam Pharmaceuticals at around $412 a share is still a smart buy after its huge run, or if the upside has already been priced in. The stock is down 11.3% over the last week and 8.7% over the past month, but even after that pullback it is still up 76.6% year to date and 68.2% over the last 12 months. Those moves have come as investors refocus on Alnylam's RNAi drug pipeline, major partnerships with big pharma, and the growing commercial traction of its approved therapies. The...
NYSE:PRM
NYSE:PRMChemicals

Is It Too Late To Consider Perimeter Solutions After Its 126.8% Surge In 2025?

Wondering if Perimeter Solutions is still a smart buy after its big run up, or if the easy money has already been made? This article will unpack whether the current price really matches the underlying value. The stock has climbed 2.6% over the last week and 11.9% over the past month, but the real eye catcher is its 126.8% gain year to date and 123.3% return over the last year, on top of a 229.7% rise over three years. That surge has come as investors refocus on wildfire prevention and...
NYSE:ABT
NYSE:ABTMedical Equipment

Assessing Abbott (ABT) Valuation After New Lingo CGM Expansion and Protein-Glucose Data Release

Abbott Laboratories (ABT) just widened the audience for its Lingo glucose sensor by rolling it out on Android, pairing that step with fresh real world data on how protein intake shapes daily glucose control. See our latest analysis for Abbott Laboratories. Those Lingo updates and new Ensure protein launches land while Abbott’s 1 year total shareholder return of about 10 percent edges ahead of its year to date share price return near 9 percent, suggesting steady long term momentum despite...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Is Hut 8 (HUT) Quietly Tilting From Infrastructure Provider To Bitcoin Holder Of Size?

Earlier this month, American Bitcoin Corp. (ABTC), majority owned by Hut 8, added 416 bitcoin to its reserves, bringing its total holdings to 4,783 BTC and signaling a rapid build-up of digital asset exposure. This accelerated accumulation at ABTC sharpens Hut 8's indirect bitcoin holdings and could meaningfully influence how investors assess its mix of infrastructure and digital asset exposure. Next, we'll examine how ABTC's aggressive bitcoin accumulation shapes Hut 8's investment...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target (TGT): Rethinking Valuation After a Recent Share Price Rebound

Target (TGT) has been grinding higher recently, with the stock up about 6% over the month and 8% in the past 3 months, even as its 1 year return remains negative. See our latest analysis for Target. The recent bounce, including a roughly 5.9% 1 month share price return, suggests sentiment is cautiously improving, even though the 1 year total shareholder return is still firmly negative and long term holders remain under water. If Target’s move has you rethinking retail exposure, this could be...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Bancshares (HBAN): Assessing Valuation After Recent Share Price Momentum

Huntington Bancshares (HBAN) has quietly outperformed many regional peers recently, with the stock up about 13% over the past month and roughly 8% over the past year on improving growth metrics. See our latest analysis for Huntington Bancshares. With the latest share price at $17.91 and a strong 1 month share price return, the move higher looks more like momentum building than a one off bounce, especially when set against Huntington Bancshares’ hefty multi year total shareholder returns. If...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Lantheus (LNTH): Reassessing Valuation After Recent Share Price Rebound

Lantheus Holdings (LNTH) has quietly rebounded, with shares up about 19% over the past month even though the stock is still down roughly 31% over the past year, resetting expectations around its valuation. See our latest analysis for Lantheus Holdings. That rebound fits into a more mixed picture, with a strong 30 day share price return alongside a weak year to date move. At the same time, longer term total shareholder returns still look compelling, suggesting sentiment may be stabilizing...
NYSE:TNET
NYSE:TNETProfessional Services

TriNet (TNET) Valuation Check After New Truist Coverage Highlights Macro and Healthcare Cost Headwinds

TriNet Group (TNET) just landed fresh coverage from Truist, which is focusing on the same crosswinds investors see: softer small business demand and higher medical costs, alongside management’s push to reprice insurance and sharpen its go-to-market strategy. See our latest analysis for TriNet Group. Those headwinds have already shown up in the chart, with the share price down sharply on a year to date basis and a weaker 1 year total shareholder return. However, the recent 1 day and 30 day...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 (FFIV): Assessing Valuation After Expanded NetApp Partnership Targets AI Performance and Post‑Quantum Security

F5 (FFIV) is back on traders screens after expanding its partnership with NetApp, a move aimed squarely at boosting AI data throughput while shoring up defenses against emerging post quantum cybersecurity risks. See our latest analysis for F5. The NetApp tie up and the fresh ADSP upgrades appear to be reigniting interest, with a 1 month share price return of 10.88 percent helping offset a softer 90 day patch. A 3 year total shareholder return of 80.75 percent shows that the longer term...
NYSE:A
NYSE:ALife Sciences

Assessing Agilent Technologies (A) Valuation After Recent Pullback in an Ongoing Longer-Term Uptrend

Agilent Technologies (A) slipped slightly in the latest session, extending its pullback over the past month even though its longer term performance remains positive. Investors are now weighing recent weakness against improving growth fundamentals. See our latest analysis for Agilent Technologies. With the share price around $142.87, Agilent’s recent 7 day and 30 day share price declines contrast with a solid 90 day share price return. This suggests momentum has cooled but has not reversed the...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is It Too Late To Consider Expedia After Its 214% Three Year Surge?

If you have been wondering whether Expedia Group is still a bargain after its huge run, you are not alone. This is exactly the moment when valuation matters most. The stock has climbed 8.8% over the last week, 6.0% over the past month and is now up 51.7% year to date, with a 53.6% gain over the last year and a 214.2% increase over three years. Some of this momentum has been fueled by ongoing strength in travel demand and Expedia's continued push into its B2B partnerships and loyalty...
NYSE:SLB
NYSE:SLBEnergy Services

Is SLB (SLB) Quietly Recasting Its Energy Moat Through AI Deals And New US Capacity?

SLB has recently agreed to expand its Shreveport, Louisiana facility with a US$30 million investment and 600 additional jobs, while also signing a collaboration with Shell to co-develop digital and AI tools for upstream energy operations using its Lumi™ data and AI platform. Together, these moves highlight how SLB is tying advanced manufacturing capacity to AI-enabled software partnerships, aiming to deepen its role across both physical infrastructure and digital workflows in the energy...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

3 Stocks Estimated To Be Trading Below Intrinsic Value By At Least 41.3%

As the U.S. stock market experiences a surge following the Federal Reserve's decision to cut interest rates, major indices like the S&P 500 and Dow Jones Industrial Average are nearing record highs, reflecting investor optimism. In this buoyant environment, identifying stocks that may be trading below their intrinsic value can offer potential opportunities for investors seeking value in a market driven by monetary policy shifts.
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

AI Chips Update - Navitas Expands Global Reach With Avnet Partnership

Navitas Semiconductor has broadened its global distribution network through an expanded partnership with Avnet, a leading electronic component distributor. This extended collaboration, building on an existing relationship with Avnet Silica in Europe, positions Avnet as a globally franchised partner to support markets experiencing rapid growth, such as AI data centers, high-performance computing, and industrial electrification. By consolidating its distribution network, Navitas aims to provide...