NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

How Investors Are Reacting To OneSpaWorld (OSW) Pivoting Away From Asian Land Sites Toward Cruise Wellness

OnespaWorld Holdings Limited recently presented at the ICR Conference 2026 in Orlando, where CEO Leonard Fluxman and President/COO/CFO Stephen Lazarus discussed the business outlook and operational updates. The company also issued preliminary revenue and adjusted EBITDA guidance for 2025 and 2026, highlighting a completed UK and Italy reorganization and an exit from land-based health and wellness centers in Asia to sharpen its cruise-focused model. Next, we’ll explore how this renewed focus...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Does Alphatec (ATEC) Pairing With OsteoAdapt Quietly Redraw Its Spine Biologics Investment Narrative?

Alphatec Holdings, Inc. recently announced a partnership with Theradaptive, Inc. that grants Alphatec exclusive U.S. rights to commercialize the OsteoAdapt osteoinductive bone graft for spinal fusion, while reaffirming strong preliminary 2025 results and issuing 2026 revenue guidance of approximately US$890 million. This collaboration combines a next-generation bone regeneration technology that has received three FDA Breakthrough Device Designations with Alphatec’s expanding spine-focused...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Record Profit and Softer Guidance Might Change The Case For Investing In monday.com (MNDY)

In the past quarter, monday.com reported revenue growth of 26.2% year on year, exceeding analyst expectations by 1.4% and delivering its highest ever non-GAAP operating profit, while issuing slightly softer revenue guidance for the upcoming period. This combination of strong reported results and cautious near-term outlook highlights how remote-work-driven demand is supporting profitability even as management signals prudence about future growth. Next, we’ll examine how monday.com’s record...
NYSE:VICI
NYSE:VICISpecialized REITs

A Look At VICI Properties (VICI) Valuation As Investor Focus Rises On Earnings And Dividend Growth Expectations

Recent commentary has pushed VICI Properties (VICI) back into focus as investors consider perceived undervaluation, resilient rent streams and disciplined capital allocation ahead of the company’s upcoming fourth quarter and full year 2025 earnings release. See our latest analysis for VICI Properties. At a share price of $27.89, VICI’s recent 90 day share price return of a 10.38% decline contrasts with a 1 year total shareholder return of 2.75% and a 5 year total shareholder return of 43.85%...
NYSE:SLG
NYSE:SLGOffice REITs

Did Selling a 49% Stake in 100 Park Avenue Just Shift SL Green's (SLG) Capital Playbook?

SL Green Realty Corp. and Rockpoint recently formed a joint venture at 100 Park Avenue in Midtown Manhattan, with SL Green selling a 49% interest in the 905,000-square-foot office tower at a gross asset valuation of US$425.0 million. The transaction highlights ongoing investor appetite for high-quality, amenity-rich Manhattan offices and gives SL Green additional financial flexibility across its broader Park Avenue portfolio. Next, we will examine how monetizing a 49% stake in 100 Park...
NYSE:AMG
NYSE:AMGCapital Markets

A Look At Affiliated Managers Group’s Valuation After Hitting An All Time High On Strong Results And Analyst Optimism

Affiliated Managers Group (AMG) recently reached an all-time high, with the share price climbing 5% in a single session as favorable analyst commentary combined with reported financial results and lifted investor sentiment. See our latest analysis for Affiliated Managers Group. That all time high sits on top of a strong run, with a 30 day share price return of 12.57% and a 90 day share price return of 30.59%. The 1 year total shareholder return of 75.04% suggests momentum has been building...
NYSE:CCI
NYSE:CCISpecialized REITs

How Investors Are Reacting To Crown Castle (CCI) Losing DISH Deal And Chasing US$3.5 Billion

Crown Castle recently terminated its wireless infrastructure agreement with DISH Wireless after DISH defaulted on its payment obligations, and the company is now pursuing recovery of more than US$3.50 billion in remaining payments. While Crown Castle says it does not expect this dispute to affect its 2025 outlook, the default highlights meaningful exposure to customer credit risk and uncertainty around collecting large contractual receivables. Next, we’ll examine how the DISH default and...
NYSE:BOH
NYSE:BOHBanks

Bank Of Hawaii (BOH) Valuation Check As Regional Bank Margin And Real Estate Concerns Linger

Bank of Hawaii (BOH) has come back into focus after its board declared quarterly dividends on two series of preferred stock, giving investors fresh information to weigh against recent share price softness and regional bank sector worries. See our latest analysis for Bank of Hawaii. Those preferred dividends land at a time when the common stock is trading at $69.73, with a 90 day share price return of 8.51% but a 3 year total shareholder return of 0.78% decline, suggesting recent momentum has...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

A Look At PTC Therapeutics (PTCT) Valuation As 2026 Revenue Guidance Reshapes Market Expectations

New 2026 revenue guidance and why it matters PTC Therapeutics (PTCT) has issued fresh 2026 guidance, telling investors it anticipates total product revenue of US$700 million to US$800 million, excluding Evrysdi royalty revenue and collaboration revenue. This range gives you a clearer view of how much of the business comes from the company’s own commercial portfolio. That can help frame expectations around scale, mix of products, and potential profitability drivers. See our latest analysis for...
NYSE:USFD
NYSE:USFDConsumer Retailing

Is Reaffirmed 2025 Growth Guidance Reframing US Foods’ Operational Credibility and Risk Profile (USFD)?

US Foods Holding Corp. recently reaffirmed its fiscal 2025 outlook, guiding to net sales growth of 4% to 5%, alongside double-digit adjusted EBITDA and EPS growth expectations, ahead of its presentation at the 28th Annual Needham Growth Conference in New York. By confirming its targets just before a high-profile investor conference, management is signaling confidence in the company’s operational initiatives and near-term growth plan. Next, we’ll examine how reaffirmed 2025 guidance ahead of...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

Is TG Therapeutics' (TGTX) JPM Briumvi Update Quietly Reframing Its MS Commercial Narrative?

TG Therapeutics recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, where CEO Michael S. Weiss outlined updates on the company and its multiple sclerosis therapy Briumvi. Investors are paying close attention to fresh commentary on Briumvi demand and management’s 2026 priorities, viewing this conference appearance as a key indicator of how the commercial story may be evolving. We’ll now examine how expectations around updated Briumvi demand commentary at...
NYSE:RIG
NYSE:RIGEnergy Services

A Look At Transocean (RIG) Valuation After New Brazil And Norway Rig Contracts

Transocean (RIG) shares are in focus after the company disclosed new work for two offshore rigs, with contracts in Brazil and Norway adding approximately $168 million of firm backlog and extending visibility on future drilling activity. See our latest analysis for Transocean. The new rig awards arrive after a strong run in the share price. Transocean’s 90 day share price return of 36.86% contrasts with a more modest 0.71% year to date gain, while the 1 year total shareholder return of 4.40%...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Do Analyst Upgrades Clarify Nurix Therapeutics’ (NRIX) True Potential Or Complicate Its Valuation Story?

Nurix Therapeutics recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, with CEO Arthur T. Sands outlining the company’s latest developments to investors and industry participants. A subsequent wave of analyst upgrades and an overall Outperform consensus have put fresh attention on how the market evaluates Nurix’s prospects. Next, we will examine how this cluster of analyst upgrades shapes Nurix Therapeutics’ investment narrative in light of its recent...
NYSE:MMM
NYSE:MMMIndustrials

Is 3M (MMM) Attractive After Restructuring And Legal Settlement Headlines?

If you are wondering whether 3M's current share price reflects its true worth, you are not alone. This article is built to help you size up what you are actually paying for. 3M's stock recently closed at US$167.94, with returns of 2.7% over 7 days, a 0.6% decline over 30 days, 3.8% year to date and 27.1% over 1 year, while the 3 year and 5 year figures sit at 73.4% and 45.9% respectively. Recent headlines around 3M have focused on its ongoing restructuring efforts and legal settlements, as...
NYSE:RBC
NYSE:RBCMachinery

RBC Bearings (RBC) Valuation Check As Upward Earnings Revisions Support Aerospace And Industrial Momentum

RBC Bearings (RBC) has drawn fresh investor attention after earnings estimates were revised upward, along with a strong Zacks Rank that points to improving confidence in its Aerospace/Defense and Industrial operations. See our latest analysis for RBC Bearings. The recent upward revisions to earnings estimates sit alongside a share price of $488.31, with a 90-day share price return of 27.17% and a 1-year total shareholder return of 63.88%. This suggests momentum has been building as investors...
NasdaqGS:PEBO
NasdaqGS:PEBOBanks

What Peoples Bancorp (PEBO)'s Insider Sale and New Buy Rating Signal About Its Earnings Story

On January 8, 2026, Peoples Bancorp Inc. director Carol A. Schneeberger sold 1,000 shares under a pre-arranged Rule 10b5-1 trading plan, while DA Davidson initiated research coverage with a Buy rating, citing core earnings per share that exceeded its expectations. The mix of planned insider selling alongside fresh analyst coverage highlights how differing insider and external analyst actions can shape investor interpretation of Peoples Bancorp’s financial outlook. We’ll now examine how DA...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Charter’s US$3 Billion Bond Sale Could Be A Game Changer For Charter Communications (CHTR)

In early January 2026, Charter Communications completed two fixed-income offerings totaling US$3.00 billion in senior unsecured notes, issuing 7.375% notes due 2036 and 7.00% notes due 2033 at par under Regulation S and Rule 144A. These sizeable bond sales come as investors and commentators highlight Charter’s ongoing operational challenges, including subscriber losses and intensifying broadband and cable competition, raising questions about how its capital structure supports its long-term...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Is Illumina’s New CMO Hire and Connected Multiomics Cloud Altering The Investment Case For Illumina (ILMN)?

Illumina has recently appointed genomics veteran Eric D. Green, M.D., Ph.D., as Chief Medical Officer and launched its Illumina Connected Multiomics cloud platform to help researchers analyze complex multiomic and multimodal data at scale. Together, a high-profile genomics leader joining the executive team and a new multiomics software offering highlight Illumina’s push to deepen its role in precision medicine and clinical genomics workflows. We’ll now explore how the Connected Multiomics...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

How Regional Bank Resilience and Valuation Shifts At Huntington Bancshares (HBAN) Has Changed Its Investment Story

Recently, market commentary highlighted that regional and small-cap banks, including Huntington Bancshares, have endured a 500-basis-point rate shock while maintaining historically high capital ratios and currently trade at lower forward P/E ratios than larger money center peers. This has renewed investor attention on Huntington’s combination of sector resilience, comparatively faster expected growth, and higher yield profile within the regional banking space. We’ll now examine how this...
NYSE:NU
NYSE:NUBanks

Is Nu Holdings’ (NU) Viral Profitability Surge Redefining the Nubank Growth Narrative?

In recent months, Nu Holdings, the parent of Nubank, has reported continued expansion of its digital banking platform to well over one hundred million customers across Brazil, Mexico, and Colombia, alongside strong revenue and earnings growth from its viral referral model. An important insight is that Nu Holdings’ incremental sales have been highly profitable, with earnings per share growing much faster than revenues, while its shares exhibit strong technical momentum consistent with the...
NYSE:MODG
NYSE:MODGLeisure

Is Topgolf Callaway (MODG) Split Uncertainty Overshadowing Management’s Updated 2025 Guidance?

In the fourth quarter of 2025, O'Keefe Stevens Advisory boosted its stake in Topgolf Callaway Brands by 821,039 shares, investing about US$8.66 million and lifting its holding to roughly 1.17 million shares, while Tapasya Fund exited after management did not complete a planned Topgolf–Callaway split by mid-2025. These opposing institutional moves highlight how some investors are focusing on management’s raised 2025 guidance and improving traffic and cost trends, while others are reacting to...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Assessing Fox (FOXA) Valuation As Minneapolis ICE Shooting Drives Ratings And Earnings Focus

Coverage of the Minneapolis ICE shooting has put Fox (FOXA) in the spotlight as cable news viewership climbs, and investors are watching how this attention feeds into advertising revenue, margins, and the upcoming earnings report. See our latest analysis for Fox. Against this backdrop, Fox's share price has moved to US$73.94, with a 30-day share price return of 3.99% and a stronger 90-day share price return of 28.48%. The 1-year total shareholder return of 52.89% points to momentum that has...
NYSE:CTOS
NYSE:CTOSTrade Distributors

Will Zacks’ Value Upgrade and Earnings Outlook Shift Custom Truck One Source's (CTOS) Rental‑Leverage Narrative?

Recently, Zacks highlighted Custom Truck One Source with a Zacks Rank #2 (Buy) and an A grade for value, pointing to attractive valuation metrics such as a favorable price‑to‑book ratio versus peers. This positive third‑party assessment underscores how Custom Truck One Source’s current earnings outlook and perceived undervaluation may be drawing renewed investor attention. Next, we’ll examine how this value-focused Zacks coverage might influence Custom Truck One Source’s existing investment...
NYSE:HUBS
NYSE:HUBSSoftware

Is HubSpot (HUBS) Offering An Opportunity After A 46% One Year Share Price Decline

If you are wondering whether HubSpot's current share price reflects its true worth, you are not alone. This article will walk you through how that question can be approached using several valuation lenses. HubSpot shares last closed at US$375.96, with a 1% decline over the past week, flat returns over the last 30 days, a 1.6% decline year to date, a 46.2% decline over 1 year, a 19.1% return over 3 years, and a 2.2% decline over 5 years. Recent coverage of HubSpot has focused on its role as a...