NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris Pentagon Investment And Missile Spin Off Reshape Growth Profile

L3Harris Technologies (NYSE:LHX) is set to receive a US$1b investment from the U.S. Department of Defense into its solid rocket motors business. The company plans a public spin off of its Missile Solutions division, targeted for later in 2026. The structure is intended to allow direct U.S. government ownership in the spun off missile business while L3Harris remains the majority shareholder. L3Harris, a major defense and aerospace contractor, is closely tied to U.S. national security...
NYSE:CW
NYSE:CWAerospace & Defense

Is Curtiss-Wright’s Safety-Certifiable Multicore Push Reshaping Its Aerospace and Defense Narrative (CW)?

Curtiss-Wright and Green Hills Software recently announced a new COTS platform that combines Curtiss-Wright’s SOSA-aligned V3-1222 3U VPX processing module with Green Hills’ FACE-certified INTEGRITY-178 tuMP real-time operating system to deliver safety-certifiable multicore computing for aerospace, defense, and industrial applications. An interesting aspect of this announcement is how the platform targets the highest functional safety and security standards, enabling certifiable multicore...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Fifth Third Bancorp (FITB) Net Interest Margin Stability Reinforces Bullish Narratives

Fifth Third Bancorp (FITB) has rounded out FY 2025 with fourth quarter revenue of US$2.2 billion and basic EPS of US$1.05, while trailing twelve month EPS sits at US$3.56 on revenue of US$8.4 billion and net income of US$2.4 billion. The company has seen revenue move from US$2.0 billion and EPS of US$0.86 in Q4 2024 to US$2.2 billion and EPS of US$1.05 in Q4 2025. On a trailing basis, revenue has shifted from US$8.0 billion and EPS of US$3.16 to US$8.4 billion and EPS of US$3.56, which may...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

Red Cat Revenue Surge Highlights Defense Contracts And Policy Driven Shift

Red Cat Holdings (NasdaqCM:RCAT) reports a dramatic year-over-year revenue surge, pointing to a major shift in its operating profile. Management attributes the move to active defense contracts, with a particular focus on work tied to the U.S. Army. Recent U.S. policy actions, including the FCC ban on certain foreign drones, are increasing attention on domestic vendors such as Red Cat. The combination of contract activity and policy support is being framed as an operational inflection for...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

A Look At Automatic Data Processing (ADP) Valuation After Fortune Recognition And New NER Pulse Hiring Data

Why ADP Is Back on Investors’ Radar Automatic Data Processing (ADP) is drawing fresh attention after two developments: its 20th consecutive appearance on Fortune’s World’s Most Admired Companies list and new NER Pulse data on recent U.S. private hiring. See our latest analysis for Automatic Data Processing. At a share price of US$256.99, ADP has seen a 1 day share price return of 0.74%, while the 90 day share price return of an 8.72% decline and the 1 year total shareholder return of an...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Is It Too Late To Consider Powell Industries (POWL) After Its Multi‑Year Share Price Surge?

If you are wondering whether Powell Industries at around US$421.85 is still offering value after a strong run, this article walks through what the current price might be implying. The stock has posted a 5.1% return over the last 7 days, 25.4% over the last 30 days, 19.7% year to date and 36.1% over the last year, with a very large return over 3 and 5 years that is well above 7x in both periods. Recent coverage around Powell Industries has focused on its share price strength and the attention...
NYSE:ETN
NYSE:ETNElectrical

Is Eaton (ETN) Pricing Reflecting Electrification Hopes Or DCF Reality?

If you are wondering whether Eaton's current share price still offers value, this article will walk through what the numbers are saying and how that lines up with expectations. The stock last closed at US$337.96, with returns of 2.1% over 7 days, 5.5% over 30 days, 3.3% year to date, and a 7.8% decline over the past year. The 3 year and 5 year returns sit at 121.7% and 220.2% respectively. Recent coverage has focused on Eaton's role in long term themes such as electrification and power...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher’s AI Lab Push And Leadership Shift Might Change The Case For Investing In TMO

In mid-January 2026, Thermo Fisher Scientific announced collaborations with NVIDIA and TetraScience to embed advanced AI and interoperable data workflows across laboratories and biopharma R&D, while also unveiling upcoming leadership changes including Marc N. Casper becoming Chairman and Chief Executive Officer on March 1, 2026. Together, these AI-focused partnerships and executive transitions highlight Thermo Fisher’s ambition to be a central infrastructure provider for digitally enabled,...
NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

Should OneSpaWorld (OSW) Investors Act on Updated 2025 Outlook and New 2026 Revenue Guidance?

In January 2026, OneSpaWorld Holdings Limited updated past guidance for the fourth quarter and full year 2025, slightly trimming its preliminary revenue ranges to about US$239.5 million–US$244.5 million for the quarter and US$958.5 million–US$963.5 million for the year, while also outlining expectations for year-over-year revenue growth. The company also issued fresh revenue guidance for fiscal 2026 of US$1.01 billion–US$1.03 billion, giving investors a clearer view of its anticipated scale...
NYSE:OKLO
NYSE:OKLOElectric Utilities

A Look At Oklo (OKLO) Valuation After Mixed Returns And A High Price To Book Ratio

Oklo stock performance snapshot Oklo (OKLO) has drawn attention after a mixed run, with a 0.9% gain over the past day, an 8.8% rise over the past month, and a 27.2% decline over the past 3 months. Over longer horizons, the stock shows a 16.7% year to date return and a very large 1 year total return, while 3 year total return is around 8.1%, creating a varied backdrop for investors assessing current pricing. See our latest analysis for Oklo. With the share price at $90.78, Oklo’s recent 1 day...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

A Look At Pagaya Technologies (PGY) Valuation As Interest Builds Ahead Of Needham Growth Conference Presentation

Conference spotlight and recent stock backdrop Pagaya Technologies (PGY) is in focus as investors look ahead to its presentation at the 28th Annual Needham Growth Conference on January 14, 2026, in New York. The stock last closed at US$21.56, with mixed recent returns including a 3.3% move over the past day, a 9.1% decline over the past week, and weaker performance over the past month and past 3 months. See our latest analysis for Pagaya Technologies. Against that conference backdrop, Pagaya...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Appian Brings AI Veteran David Link To Board As Shares Struggle

Appian has appointed David Link, CEO and co founder of ScienceLogic and a leader in AI driven IT operations, to its Board of Directors. Link brings experience in AI powered automation platforms and large scale enterprise deployments. The appointment is being viewed as an important move for Appian's focus on AI and automation software. Appian (NasdaqGM:APPN), trading at $28.41, has seen pressure on its share price with a 24.0% decline over the past month and a 16.6% decline year to date. The...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Will Nvidia’s US$2 Billion AI Design Deal Shift Synopsys’ (SNPS) IP Concerns into Opportunity?

Recently, an analyst firm downgraded Synopsys on worries about its IP business just as Nvidia committed around US$2.00 billion in a multi‑year AI design partnership with the company. This contrast between analyst caution and a deepening Nvidia alliance highlights how central Synopsys has become to AI chip design infrastructure. With Synopsys shares rising over the past week, we'll explore how the Nvidia partnership reshapes the company's investment narrative. Find companies with promising...
NYSE:JBL
NYSE:JBLElectronic

Is Jabil (JBL) Still Attractively Priced After A Strong Multi‑Year Share Price Run?

If you are wondering whether Jabil's share price still reflects good value after a strong run, this article walks through what the current numbers actually say. Jabil's stock last closed at US$253.15, with returns of 4.9% over 7 days, 10.2% over 30 days, 5.3% year to date, 50.1% over 1 year and a very large gain over 5 years. Recent coverage has focused on Jabil's role as a major manufacturing partner for large technology and electronics companies. This helps explain why investors are paying...
NYSE:RACE
NYSE:RACEAuto

Is Ferrari (NYSE:RACE) Pricing Still Justified After Recent Premium Auto Sector Reassessment

If you are wondering whether Ferrari's share price still makes sense after recent swings, this article will walk through how the market might be valuing the stock today and what that could mean for you. Ferrari last closed at US$341.68, with returns of a 3.3% decline over 7 days, an 8.9% decline over 30 days, an 8.1% decline year to date, a 20.4% decline over 1 year and gains of 42.1% over 3 years and 70.4% over 5 years. This gives a mixed picture for anyone thinking about timing. Recent...
NYSE:T
NYSE:TTelecom

Acer Patent Suits Test AT&T’s Core Networks And Investor Thesis

Acer has filed patent infringement lawsuits against AT&T (NYSE:T) and other major carriers. The cases center on six patents tied to cellular networking technology. The litigation raises questions about potential financial and operational effects for AT&T. For you as an investor, this matters because AT&T is a large US wireless and broadband provider that relies heavily on licensed technology to run its networks. Patent disputes are a recurring theme in telecom, where carriers use complex...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

How BridgeBio’s (BBIO) Convertible Notes and Attruby Uptake Have Changed Its Investment Story

In January 2026, BridgeBio Pharma, Inc. completed a US$550,000,000 Rule 144A offering of 0.75% senior unsecured convertible notes due February 1, 2033, following its earlier announcement of the deal. At the 44th Annual J.P. Morgan Healthcare Conference, the company also highlighted rapid uptake of its drug Attruby and ongoing progress at its oncology-focused spin-off, BridgeBio Oncology Therapeutics. We’ll now examine how BridgeBio’s successful convertible notes issuance and strong Attruby...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

A Look At SharpLink Gaming (SBET) Valuation After Trade Tensions Ethereum Shift And CEO Change

Why SharpLink Gaming Stock Is Back in Focus SharpLink Gaming (SBET) is back on traders’ screens after its share price weakened alongside broader volatility tied to US-EU trade tensions and fresh headlines about tariffs and possible retaliatory levies. See our latest analysis for SharpLink Gaming. Recent swings around US EU trade headlines and SharpLink’s shift toward Ethereum staking and new leadership have kept volatility elevated, with a 4.18% 30 day share price return and a 71.62% 1 year...
NYSE:STT
NYSE:STTCapital Markets

State Street Expands Global Custody And Class Action Reach With New Alliances

State Street (NYSE:STT) has entered a new custody servicing alliance with QNB in Qatar, announced at the World Economic Forum. The company has also formed a relationship with Financial Recovery Technologies to expand its global class actions services. Both partnerships aim to widen State Street’s international reach and strengthen its client service offering across key markets. For investors tracking global custody and asset-servicing providers, these moves highlight how State Street is...
NYSE:VYX
NYSE:VYXSoftware

Is NCR Voyix (VYX) Quietly Rewiring Its Business Model Around Cloud Recurring Revenue?

Earlier this week at NRF’s Big Show 2026, NCR Voyix unveiled new applications for its Voyix Commerce Platform to help long-standing clients transition from legacy hardware to cloud-native systems with integrated payments. The move underscores NCR Voyix’s push toward higher-margin, recurring cloud revenue by simplifying retailers’ technology stacks into a unified commerce experience. We’ll now consider how this push toward integrated, recurring cloud services could shape NCR Voyix’s broader...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 (HUT) Valuation Check After Google‑Backed Data Center Deal And Highrise AI Launch

Hut 8 (HUT) is back in focus after a multibillion-dollar, 15-year River Bend data center lease backed by Google, plus the launch of its Highrise AI GPU service and expanding AI partnerships. See our latest analysis for Hut 8. The latest AI data center agreements and Highrise AI launch come on top of strong momentum, with a 30 day share price return of 16.97%, a 90 day share price return of 45.03% and a 1 year total shareholder return of 127.92%. This suggests sentiment has strengthened as...
NYSE:MAN
NYSE:MANProfessional Services

Is ManpowerGroup (MAN) Pricing Reflect Its Weak 5 Year Share Performance And Cash Flow Outlook

If you are wondering whether ManpowerGroup's current share price reflects its underlying value, this article walks through what the numbers are really saying about the stock. The shares closed at US$30.35 most recently, with returns of 2.5% over the last month, 1.0% year to date, and longer term declines of 47.4% over 1 year, 61.1% over 3 years, and 59.3% over 5 years. Recent coverage has focused on ManpowerGroup's position in global staffing and workforce solutions and how the company is...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

What Navitas Semiconductor (NVTS)'s AI Power Chip Spotlight and Short-Interest Swings Mean For Shareholders

In recent sessions, Navitas Semiconductor drew heavy trading interest as investors weighed its high short interest, exposure to AI data center power chips, and sensitivity to shifting trade policies between the US and European Union. The combination of speculative short-covering potential and the company’s role in power solutions for Nvidia-linked AI infrastructure has amplified swings in investor sentiment around Navitas. Next, we’ll examine how this focus on AI data center power...
NYSE:LVS
NYSE:LVSHospitality

Assessing Las Vegas Sands (LVS) Valuation As Recent Returns Show Mixed Short And Long Term Signals

Recent stock performance snapshot Las Vegas Sands (LVS) has seen mixed share performance recently, with a 1 day return of 1.8% contrasting with a negative move over the past month and a positive return over the past 3 months. See our latest analysis for Las Vegas Sands. At a share price of $59.6, Las Vegas Sands shows fading short term momentum, with a 30 day share price return of a 10.9% decline, set against a 1 year total shareholder return of 38.4% and mid single digit 3 and 5 year...