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NYSE:FERG
NYSE:FERGTrade Distributors

How Ferguson’s Dividend Hike and Moore Supply Deal Will Impact Ferguson Enterprises (FERG) Investors

In January 2026, Ferguson Enterprises reported that it continued to execute its growth strategy in a difficult market, delivering higher sales, expanding gross margin, raising its quarterly dividend, and completing the acquisition of Chicago-area HVAC distributor Moore Supply Company. This combination of dividend growth and a targeted HVAC acquisition underlines how Ferguson is using both cash returns and bolt-on deals to support its long-term business positioning. Next, we’ll examine how...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom Vizrt AI Tools Aim To Deepen Engagement And Support Valuation Case

Zoom Video Communications (NasdaqGS:ZM) has partnered with Vizrt to roll out new AI powered tools, InteractifAI and CaptivAIte, for Zoom users. The solutions bring branded visual overlays and real time audience engagement features directly into Zoom meetings. The tools are available through Zoom's ISV Exchange Program as part of the company’s broader focus on AI driven collaboration. For Zoom, best known for its core video conferencing product, this move reflects how meeting platforms are...
NYSE:IP
NYSE:IPPackaging

International Paper (IP) Valuation Check After Losses Transformation Costs And Planned Packaging Business Split

International Paper (IP) is back in focus after reporting sizeable fourth quarter and full year 2025 losses, outlining a planned split of its North American and EMEA packaging businesses into separate public companies, and continuing a broad transformation program. See our latest analysis for International Paper. Despite the sizeable reported losses and upcoming split of its packaging operations, International Paper’s 7 day share price return of 13.77% and 90 day share price return of 16.46%...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo (PEP) Is Up 9.0% After Broad Snack Price Cuts And Bigger Capital Returns Plan – Has The Bull Case Changed?

Earlier this week, PepsiCo reported fourth-quarter 2025 results that exceeded earnings and revenue expectations, announced up to 15% price cuts on core U.S. snacks, and unveiled a new US$10.00 billion share repurchase authorization alongside a 4% annualized dividend increase beginning June 2026. Together with a fresh €2.50 billion euro-denominated bond issuance and continued productivity efforts, these moves highlight how PepsiCo is balancing affordability, portfolio investment, and capital...
NYSE:SNA
NYSE:SNAMachinery

Is It Too Late To Consider Snap-on (SNA) After Its Strong Multi-Year Share Price Run?

If you have been wondering whether Snap-on is still reasonably priced after its strong run, this article walks through what the current share price could mean for value focused investors. At a last close of US$370.80, Snap-on has logged returns of 1.1% over 7 days, 3.7% over 30 days, 5.7% year to date, 12.1% over 1 year, 61.0% over 3 years and 122.1% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent attention on Snap-on has centered...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy’s Record US$12.4b Loss Deepens Bitcoin Lever And Investor Risks

Strategy Inc, NasdaqGS:MSTR, reported a quarterly net loss of $12.4b, driven largely by unrealized losses on its Bitcoin holdings as crypto prices fell. The company reaffirmed its focus on accumulating Bitcoin and expanded its Digital Credit instrument, even as losses widened. US public pension funds and other institutional holders are directly exposed to the impact of Strategy's Bitcoin centered treasury approach. Strategy, formerly MicroStrategy, sits at the center of one of the most...
NYSE:ORI
NYSE:ORIInsurance

Is Old Republic International (ORI) Still Attractive After Strong Five Year Share Price Performance

If you are wondering whether Old Republic International's current share price reflects its underlying value, you are not alone. Many investors are asking the same question as they look for insurance names that might still offer reasonable value. The stock closed at US$41.34, with returns of 5.8% over the last 7 days, a 2.9% decline over 30 days, a 4.5% decline year to date, while the 1 year return sits at 22.5% and the 5 year return is 204.3%. Recent news around Old Republic International...
NYSE:SDRL
NYSE:SDRLEnergy Services

Evaluating Seadrill (SDRL) After Recent Share Price Momentum And Rich Earnings Multiple

Why Seadrill (SDRL) is back on investors’ radar Seadrill (SDRL) has drawn fresh attention after recent trading, with the share price closing at $38.04 and showing mixed near term returns alongside a positive move over the past 3 months. See our latest analysis for Seadrill. While the 1 day share price return of 4% and 7 day share price return of 1.6% have softened, Seadrill’s 90 day share price return of 33.5% and 1 year total shareholder return of 9.5% point to momentum that has lately...
NYSE:FSS
NYSE:FSSMachinery

Assessing Federal Signal (FSS) Valuation As Strong Growth Expectations Draw Fresh Investor Attention

Recent commentary around Federal Signal (FSS) has centered on its historical 12.3% annual sales growth and analyst expectations for 15.6% revenue growth over the next year, with newer products and services drawing fresh investor attention. See our latest analysis for Federal Signal. The share price is at US$112.41 after a 3.81% 7 day share price return, while the 1 year total shareholder return of 15.59% and 5 year total shareholder return of 228.59% indicate momentum that has largely been...
NasdaqGS:LAES
NasdaqGS:LAESSemiconductor

Assessing SEALSQ (LAES) Valuation As Growth Meets Losses And A Rich Price To Book Multiple

SEALSQ stock performance snapshot SEALSQ (LAES) has drawn attention after recent trading, with shares closing at $3.52 and showing negative returns over the past week, month, past 3 months, and year as investors reassess semiconductor exposure. See our latest analysis for SEALSQ. The recent 12% one day share price decline and 42.9% 3 month share price return decline suggest fading momentum for SEALSQ, with the 12 month total shareholder return also down 12% despite growing interest in...
NYSE:DX
NYSE:DXMortgage REITs

What Dynex Capital (DX)'s Earnings Jump, Leadership Shuffle and MBS Raise Means For Shareholders

In late January 2026, Dynex Capital reported fourth-quarter 2025 net income of US$185.36 million and full-year net income of US$319.07 million, while appointing Meakin Bennett as Chief Operating Officer and shifting former COO Robert Colligan to focus on expanded Chief Financial Officer responsibilities. An important angle for investors is that these leadership changes and earnings came as analysts highlighted Dynex as a potential key beneficiary of the U.S. government’s plan for large-scale...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

What Plexus (PLXS)'s Strong Q1 Beat, Guidance and Buybacks Mean For Shareholders

Plexus Corp. has already reported first-quarter 2026 results, posting sales of US$1,069.85 million and net income of US$41.18 million, while issuing second-quarter revenue guidance of US$1.11 billion to US$1.15 billion and GAAP diluted EPS of US$1.53 to US$1.68. Alongside earnings that surpassed analyst expectations, Plexus completed a US$37.37 million share repurchase program and highlighted strength in Healthcare/Life Sciences, Aerospace and Defense, semiconductors, and energy...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Assessing Hub Group (HUBG) Valuation After Accounting Restatement And Updated 2026 Outlook

Hub Group (HUBG) has drawn fresh attention after uncovering a calculation error that understated purchased transportation costs and accounts payable, prompting restatements for 2025 interim quarters and delaying its full earnings release. See our latest analysis for Hub Group. At a share price of US$51.33, Hub Group has recently seen brisk momentum, with a 30 day share price return of 13.21% and a 90 day share price return of 43.82%. Its 5 year total shareholder return of 90.69% contrasts...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Harrow Refocuses After ImprimisRx Exit As New CCO Takes Charge

ImprimisRx, a division of Harrow (NasdaqGM:HROW), has exited the California market following the settlement of regulatory matters. The company described the move as a voluntary decision tied to the resolution of those regulatory issues. Harrow has promoted Patrick W. Sullivan to Chief Commercial Officer, expanding its senior leadership team. Harrow, through its ImprimisRx division, focuses on ophthalmic pharmaceuticals, a segment that often sits at the intersection of clinical needs and...
NYSE:SMA
NYSE:SMASpecialized REITs

A Look At SmartStop Self Storage REIT (SMA) Valuation After Recent Share Price Moves

Why SmartStop Self Storage REIT Is On Investors’ Radar SmartStop Self Storage REIT (SMA) has drawn attention after recent trading left the stock around $31.75, with mixed returns over the past month and past 3 months. This has prompted investors to reassess its self storage exposure. See our latest analysis for SmartStop Self Storage REIT. At a share price of $31.75, SmartStop’s 7 day share price return of 0.95% contrasts with a 90 day share price decline of 7.03%. This suggests recent...
NYSE:PBF
NYSE:PBFOil and Gas

A Look At PBF Energy’s (PBF) Valuation As Analyst Upgrade Follows Martinez Restart And Insurance Recoveries

PBF Energy (PBF) is back in focus after an analyst upgrade tied to expectations for tighter refining balances, as well as the restart of its Martinez refinery operations and insurance recoveries that support liquidity and the balance sheet. See our latest analysis for PBF Energy. The recent analyst upgrade and Martinez restart come after a mixed stretch for investors, with a 26.66% 1 month share price return contrasting with a 6.56% 3 month share price decline and a 3 year total shareholder...
NYSE:T
NYSE:TTelecom

AT&T Taps AWS And Lumen Fiber Deal As Valuation Gap Widens

AT&T (NYSE:T) has entered into a new partnership with Amazon Web Services and Amazon Leo to modernize connectivity infrastructure across the United States and expand cloud based and AI driven network capabilities. The company has also completed its acquisition of Lumen’s Mass Markets fiber business, adding a sizable consumer and small business fiber footprint across 32 states. These moves are intended to extend broadband access, including in underserved areas, and deepen AT&T’s role in next...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Time To Reassess Airbnb (ABNB) After Recent Share Price Declines

If you are wondering whether Airbnb's share price reflects its long term potential or if the market is mispricing it right now, this article will walk through the numbers in a clear, valuation focused way. Airbnb recently closed at US$121.27, with returns of an 8.0% decline over the past week, a 12.1% decline over the past month, and an 8.8% decline year to date, while the 1 year return sits at an 8.5% decline and the 5 year return at a 44.1% decline. These moves have come as investors...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

Is LegalZoom (LZ) Prepared For Index Inclusion Just As AI Challenges Its Core Model?

In late January 2026, LegalZoom.com, Inc. was added to multiple S&P indices, including the S&P SmallCap 600 and S&P Composite 1500, reflecting its inclusion in key U.S. equity benchmarks. A few days later, investor concerns about new AI-based lawyer automation tools from Anthropic raised fresh questions about how emerging technology could affect online legal service platforms like LegalZoom. Next, we’ll examine how LegalZoom’s index inclusions and rising AI disruption questions shape the...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Q1 Margin Compression Challenges Bullish Growth Narratives

Universal Technical Institute (UTI) opened Q1 2026 with revenue of US$220.8 million and basic EPS of US$0.24, alongside net income excluding extras of US$12.8 million, setting a clear snapshot of its most recent quarter. The company reported revenue of US$201.4 million in Q1 2025 and US$220.8 million in Q1 2026, while basic EPS moved from US$0.41 to US$0.24 over the same period. This gives investors a mixed first impression and puts the focus squarely on how margins are evolving beneath the...
NYSE:TDY
NYSE:TDYElectronic

Teledyne’s Defense Wins Highlight Role In Specialized Tech And Valuation

Teledyne Technologies (NYSE:TDY) secured a $17.5 million contract from armasuisse for Teledyne FLIR Defense Black Hornet 4 Personal Reconnaissance Systems. The agreement expands deployment of nano-drone technology across military platforms used by Switzerland. Separately, Teledyne presented autonomous underwater anti-submarine warfare technology to NATO members during an exercise in Iceland. For you as an investor, these developments highlight how Teledyne Technologies positions itself...
NYSE:MLM
NYSE:MLMBasic Materials

A Look At Martin Marietta Materials (MLM) Valuation After Recent Share Price Momentum

Martin Marietta Materials (MLM) has drawn investor attention recently, with the share price around $670.95 and total returns of 24% over the past year and 93% over the past 3 months. See our latest analysis for Martin Marietta Materials. The recent 2.7% 7 day share price return and 3 month share price return of 9.9% suggest momentum has been building, while the 1 year total shareholder return of 23.7% points to a solid longer term performance profile. If this price strength has you looking...
NYSE:SNDR
NYSE:SNDRTransportation

Schneider National CEO Handover Puts Execution And Governance In Focus

Schneider National (NYSE:SNDR) announced a planned leadership transition, with Jim Filter set to become CEO. Current CEO Mark Rourke will move into the role of Executive Chairman as part of the succession plan. The transition highlights Schneider National’s focus on continuity while bringing Filter’s operational and commercial background to the top role. Schneider National is a major player in truckload, intermodal, and logistics services, so a leadership change at the top matters for...
NYSE:AIG
NYSE:AIGInsurance

Is It Time To Reassess AIG (AIG) After Recent Share Price Swings?

If you are wondering whether American International Group's current share price still lines up with its underlying worth, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$75.96, with recent returns of 2.2% over 7 days, a 2.7% decline over 30 days, a 9.9% decline year to date and gains of 4.0% over 1 year, 33.4% over 3 years and 104.6% over 5 years. This pattern hints that the market has shifted its view several times over different...