NYSE:DAL
NYSE:DALAirlines

Delta And Wheels Up Link Premium Travel As Delta Targets High Yield

Delta Air Lines and Wheels Up Experience announced a partnership to unify premium and private travel offerings across their networks. The collaboration focuses on shared customer service, operations and member experiences for high end travelers. The move is intended to create a more seamless, concierge style experience for customers using both brands worldwide. For investors watching NYSE:DAL, this partnership comes as Delta trades around $65.83, with a 3 year return of 69.6% and a 5 year...
NYSE:FLG
NYSE:FLGBanks

A Look At Flagstar Bank (FLG) Valuation As It Expands Private Client Presence In Major Wealth Hubs

Flagstar Bank National Association (FLG) has opened its second Private Client Office at 320 Park Avenue in New York City, a move focused on affluent and high-net-worth clients in a key wealth hub. See our latest analysis for Flagstar Bank National Association. The new Park Avenue office arrives as the share price trades at US$12.94, with a 90 day share price return of 15.54% and a 1 year total shareholder return of 35.24%. However, 3 and 5 year total shareholder returns remain deeply...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express Holds Core Role At Berkshire After Buffett CEO Exit

Warren Buffett has stepped down as CEO of Berkshire Hathaway, and Greg Abel has taken over leadership of the conglomerate. American Express (NYSE:AXP) remains a core, concentrated holding in Berkshire Hathaway’s equity portfolio following the leadership change. The transition highlights American Express’s ongoing importance to one of its most closely watched institutional shareholders. American Express, best known for its premium charge and credit card network, operates at the crossroads of...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Is It Too Late To Consider Lumentum Holdings (LITE) After A 358% One Year Surge?

If you are wondering whether Lumentum Holdings stock still offers value after a big run, this article will help you weigh what the current price might be telling you. The share price closed at US$385.00, with returns of 8.6% over 7 days, 3.7% over 30 days, a 0.3% decline year to date, a 358.4% gain over 1 year and a very large return over 3 years that is more than 5x, as well as a 329.9% gain over 5 years. Recently, coverage of Lumentum has focused on its position in optical and photonics...
NYSE:CI
NYSE:CIHealthcare

FTC Pause On Express Scripts Puts Focus On Cigna Valuation Gap

The FTC has paused a settlement affecting Express Scripts, a core pharmacy benefit manager within Cigna Group's Evernorth segment. This pause introduces added regulatory scrutiny for a key fee-based business that supports Cigna Group's health services offering. Investors are watching for potential effects on contracts, pricing and longer term profitability for NYSE:CI. Cigna Group, trading at $272.38, is contending with this FTC development at a time when Evernorth and its fee-based...
NYSE:LVS
NYSE:LVSHospitality

A Look At Las Vegas Sands (LVS) Valuation After Q4 Earnings Beat And Positive Goldman Sachs View

Las Vegas Sands (LVS) is back in focus after reporting Q4 2025 results, with revenue of US$3,649 million and net income of US$395 million, alongside fresh commentary from external analysts. See our latest analysis for Las Vegas Sands. The stock has been choppy in the short term, with a 30 day share price return showing a 6.67% decline and year to date also lower, but a 1 year total shareholder return of 44.08% points to stronger underlying momentum over a longer stretch. If this earnings...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Assessing Viavi Solutions (VIAV) Valuation After Strong Revenue Momentum And Bullish Analyst Sentiment

Viavi Solutions (VIAV) is back in focus after reporting second quarter results that combined sharply higher sales with a shift to a net loss, along with fresh revenue guidance for the coming quarter. See our latest analysis for Viavi Solutions. The recent earnings release and revenue outlook arrived after a strong run in the shares, with a 30 day share price return of 16.19% and a 90 day share price return of 22.98%. The 1 year total shareholder return of 112.42% points to momentum that has...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

LPL Weighs Commonwealth Attrition Against New US$2b Advisor Win

LPL Financial Holdings (NasdaqGS:LPLA) is seeing advisor turnover following its acquisition of Commonwealth Financial Network, with about 22.5% of Commonwealth advisors choosing to depart instead of joining the firm. At the same time, LPL has attracted a major advisory duo from Fifth Third Private Bank, overseeing US$2b in client assets and launching Moto Wealth Partners on the LPL platform. LPL Financial sits at the center of the independent advice market, providing brokerage, advisory,...
NYSE:OFG
NYSE:OFGBanks

Does OFG Bancorp’s (OFG) Bigger Buyback Reveal Its True Capital Allocation Priorities?

OFG Bancorp recently announced that its Board of Directors approved a new open-ended US$200 million stock repurchase authorization and raised the regular quarterly cash dividend by 17% to US$0.35 per share, payable on April 15, 2026, to shareholders of record on March 31, 2026. These capital actions, coming alongside the completion of a prior buyback program and higher quarterly earnings, highlight management’s current focus on returning excess capital to shareholders. Against this backdrop,...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Is Goodyear Tire & Rubber (GT) Pricing Reflecting Its Cash Flow And Sales Projections Today

If you are wondering whether Goodyear Tire & Rubber's current share price reflects its real worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock recently closed at US$9.45, with returns of 0.9% over the last 7 days, 7.4% over 30 days, 5.9% year to date, and 4.2% over 1 year, while the 3 and 5 year returns of 17.9% and 18.5% declines show a much tougher longer term picture. These mixed returns sit against a backdrop of ongoing interest in the...
NYSE:PRG
NYSE:PRGConsumer Finance

A Look At PROG Holdings (PRG) Valuation After Mixed Recent And Long Term Shareholder Returns

How PROG Holdings Stock Has Been Performing PROG Holdings (PRG) has drawn attention after a mixed period for shareholders, with the stock showing a monthly gain along with a past 3‑month advance but a weaker 1‑year total return. Over the past month, the stock return is about 6.5%, while the past 3‑month figure is roughly 10.7%. Year to date, the return is close to 10.6%, but the 1‑year total return reflects a decline of about 21.5%. Looking further back, the 3‑year total return is about...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 (FFIV) Net Margin Strength Reinforces Bullish Narratives Despite Modest Growth Forecasts

F5 (FFIV) has just opened its Q1 2026 scorecard with revenue of US$822.5 million and basic EPS of US$3.12, framed against trailing 12 month revenue of about US$3.1 billion and EPS of US$12.23. Over the past year, the company has seen quarterly revenue move from US$766.5 million in Q1 2025 through US$810.1 million in Q4 2025 to US$822.5 million in the latest quarter, while basic EPS tracked from US$2.85 to US$3.30 and now US$3.12. Taken together, this sets up a picture of solid scale with...
NYSE:ARE
NYSE:AREHealth Care REITs

Alexandria Real Estate Equities (ARE) Is Down 6.6% After Massive Impairments And Dividend Cut Has The Bull Case Changed?

Alexandria Real Estate Equities has recently reported large real estate impairment charges of about US$1.72 billion, a quarterly net loss of roughly US$1.08 billion, a sharply reduced dividend, and launched cash tender offers of up to US$800 million for its long-dated senior notes. These moves, combined with class action lawsuits over alleged leasing disclosures and an intensive balance sheet reshaping, mark a critical reset in how the REIT is positioning its life science portfolio and...
NYSE:PEB
NYSE:PEBHotel and Resort REITs

Is Pebblebrook Hotel Trust (PEB) A Potential Opportunity After Prolonged Share Price Weakness?

If you are wondering whether Pebblebrook Hotel Trust is priced attractively right now, this article will walk through what the current share price could mean for long term investors. The stock last closed at US$11.31, with returns of an 8.9% decline over 7 days, a 1.5% decline over 30 days, a 2.1% decline year to date, a 14.8% decline over 1 year, a 31.8% decline over 3 years, and a 42.6% decline over 5 years. Recent price moves are often influenced by changing expectations around the hotel...
NYSE:OBK
NYSE:OBKBanks

Did Strong Q4 Beat, Lower Charge-Offs And Capital Returns Just Shift Origin Bancorp's (OBK) Investment Narrative?

Origin Bancorp, Inc. reported fourth-quarter 2025 net income of US$29.52 million, beating analyst expectations on both revenue and earnings, while net charge-offs fell to US$3.17 million after elevated losses tied to Tricolor Holdings, LLC in the prior quarter. Alongside record net interest income, the company continued returning capital to shareholders through a US$0.15 per-share dividend and completion of a 2.47% share buyback program announced in July 2025. We’ll now examine how this...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

A Look At ADMA Biologics (ADMA) Valuation After Strong Analyst Support And Growing Interest In Its Therapies

Fresh investor attention on ADMA Biologics (ADMA) follows recent commentary highlighting analyst support and interest in its plasma derived therapies for primary humoral immunodeficiency and other unmet medical needs within the biotechnology sector. See our latest analysis for ADMA Biologics. Despite recent enthusiasm, ADMA Biologics’ 1 month share price return of a 14.55% decline and 7 day share price return of a 5.93% decline indicate momentum cooling in the short term. At the same time,...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Is It Too Late To Consider Robinhood Markets (HOOD) After Its Tripled Share Price?

Wondering if Robinhood Markets at around US$103.40 is priced for its story or for its fundamentals? This article walks through what the numbers say so you can judge the current tag for yourself. The stock has seen mixed performance recently, with a 2.4% decline over the last 7 days and an 11.9% decline over the last 30 days, while still sitting on a 102.2% return over 1 year and a very large gain over 3 years. Recent coverage around Robinhood has focused on its role as a major trading...
NasdaqGS:LI
NasdaqGS:LIAuto

Li Auto (NasdaqGS:LI) Valuation Check After MEGA Delivery Milestone And AI Push

Why Li Auto’s latest MEGA delivery milestone matters for shareholders Li Auto (LI) has crossed 30,000 cumulative deliveries of its flagship Li MEGA electric MPV, following a period that included a sizeable recall, putting fresh attention on what this means for the stock today. See our latest analysis for Li Auto. At a share price of $17.15, Li Auto’s 1-day and 7-day share price returns of 2.39% and 6.39% sit against a 90-day share price decline of 16.30% and a 1-year total shareholder return...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target’s Expanded Beauty Push Tests Turnaround Hopes For NYSE TGT Investors

Target (NYSE:TGT) is rolling out its largest ever Spring beauty assortment, adding more than 3,000 new products across categories. The retailer is refreshing its in store beauty experience, including layout changes and expanded displays. New exclusive brands are being introduced, alongside a bigger focus on textured haircare to reach a broader customer base. For investors watching NYSE:TGT at a share price of $101.74, this push into a broader and more inclusive beauty offering comes after a...
NasdaqGS:GRAL
NasdaqGS:GRALBiotechs

Assessing GRAIL (GRAL) Valuation After Analyst Upgrades And Strong Recent Shareholder Returns

GRAIL (GRAL) is back on investors’ radar after several analysts recently raised their ratings, pointing to growing interest in the company’s multi cancer early detection platform and its long term potential. See our latest analysis for GRAIL. The recent analyst upgrades come against a backdrop of sharp share price moves, with a 14.93% 1 month share price return and a 10.81% 3 month share price return. The 1 year total shareholder return of 278.77% suggests momentum has been strong despite...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Is It Time To Reassess Appian (APPN) After Prolonged Share Price Weakness?

If you are wondering whether Appian's current share price reflects its underlying worth, you are not alone. Many investors are asking the same question right now. The stock recently closed at US$30.21, with returns of 6.3% over the last 7 days, a 15.3% decline over 30 days, an 11.3% decline year to date, a 14.2% decline over 1 year and a 30.5% decline over 3 years, while the 5 year return stands at an 85.4% decline. Recent company news has focused on Appian's position in low code software...
NYSE:BX
NYSE:BXCapital Markets

Is Blackstone’s (BX) Asia Wealth Push Quietly Redefining Its Core Investment Identity?

In recent days, Blackstone has drawn attention ahead of its January 29 earnings release, while also ramping up Asia hiring and pursuing deals such as the planned acquisition of Arlington Industries and a potential sale of Beacon Offshore Energy, alongside interest in bidding for IPL franchise Royal Challengers Bengaluru. Together, these moves highlight how Blackstone is reshaping its business mix across private wealth, energy transition and sports assets at a time of shifting market...
NYSE:CAH
NYSE:CAHHealthcare

Is Cardinal Health (CAH) Still Attractive After A 67% One Year Share Price Gain

If you are wondering whether Cardinal Health's share price still offers value after a strong run, this article walks through what the current numbers might be telling you. The stock last closed at US$210.39, with returns of 0.9% over 7 days, 1.5% over 30 days, 2.3% year to date, 66.7% over 1 year and 193.2% over 3 years. This naturally raises questions about how much of the story is already reflected in the price. Recent news coverage has focused on Cardinal Health's role as a major...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Is Vera Therapeutics (VERA) Attractive After Recent Share Price Pullback And DCF Upside?

If you are wondering whether Vera Therapeutics at around US$45 a share still offers value, the key question is how its current price compares with what the business might reasonably be worth. The stock has seen a mixed run, with an 18.9% return over the past year but declines of 1.4% over the last week, 13.7% over the last month and 7.2% year to date. This can change how the market views both its potential and its risks. Recent attention on Vera Therapeutics has largely centered on its drug...