NasdaqGM:EXPI
NasdaqGM:EXPIReal Estate

How eXp's Bet on Technology and AI Has Changed Its Investment Story (EXPI)

eXp World Holdings recently announced a shift from its real estate brokerage roots, highlighting a new focus on technology and artificial intelligence to enhance agent efficiency and support. An interesting insight is that the company reported a very large year-over-year increase in international revenue and aims to be present in 50 countries with 50,000 agents by 2030, while returning over US$800 million to shareholders through buybacks and dividends. To understand how eXp's increased...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Should Constellation Energy's (CEG) US$1B Federal Loan for Crane Clean Energy Center Drive Investor Action?

Earlier this month, Constellation Energy announced it secured a US$1 billion loan from the U.S. Department of Energy to restart the Crane Clean Energy Center, formerly known as Three Mile Island Unit 1, with the project aimed at delivering reliable, carbon-free power to meet rising demand from tech sector clients like Microsoft. This federal backing is expected to accelerate the plant's return to service, boost Pennsylvania's economy with significant job creation, and reinforce Constellation...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

Scholar Rock Holding (SRRK): A Fresh Look at Valuation Following Recent Biotech Sector Moves

Scholar Rock Holding (SRRK) shares have caught some attention following recent movement in the biotech sector, as traders weigh the company’s performance in light of broader industry developments. Investors are keeping an eye on how these shifts could influence SRRK’s path. See our latest analysis for Scholar Rock Holding. Scholar Rock Holding’s recent share price momentum hints at renewed optimism, with a 35.5% one-month share price return and a strong 1-year total shareholder return of...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL): Exploring Valuation After Recent Share Price Lift and Ongoing Growth

Globe Life (GL) shares saw a modest lift today, with the stock closing at $132.42. Over the past year, Globe Life investors have seen a 21% total return, reflecting steady performance in the insurance sector. See our latest analysis for Globe Life. Globe Life’s recent share price uptick hints at renewed optimism, but it comes after a brief pullback. Over the past year, total shareholder return stands at a strong 20.9%, underlining stable momentum and long-term compounding for investors. If...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Should Browning West's Push for Vision Care Focus Prompt Action From Cooper Companies (COO) Investors?

On November 19, 2025, Browning West LP, a major shareholder of Cooper Companies, publicly urged the board to consider significant governance changes, including a shift to a pure-play vision care company, the appointment of new directors, and a reassessment of the company’s dual business structure amid ongoing underperformance. This shareholder activism highlights growing concerns about management oversight, strategic direction, and capital allocation at Cooper Companies, with calls for...
NYSE:SPNT
NYSE:SPNTInsurance

SiriusPoint (SPNT): Assessing Valuation Following New CIO Appointment and Strategic Investment Shift

SiriusPoint (SPNT) has drawn investor attention after announcing Maria Tarhanidis as its new Chief Investment Officer. With over two decades of industry expertise, her appointment signals a strategic shift for the company’s investment approach. See our latest analysis for SiriusPoint. SiriusPoint’s appointment of Maria Tarhanidis comes during a period of rising momentum. The stock has delivered a robust 29.6% year-to-date share price return and a 30.9% total shareholder return over the past...
NYSE:HP
NYSE:HPEnergy Services

Does Reactivation of Saudi Rigs Signal a Turning Point for Helmerich & Payne (HP)?

Helmerich & Payne, Inc. recently reported its fourth quarter and full-year financial results for 2025, showing a year-over-year increase in revenue to US$1.01 billion for the quarter and US$3.75 billion for the year, but a shift from net income to net losses over both periods. Additionally, the company announced the staged recommencement of operations for seven land rigs in Saudi Arabia during the first half of 2026, an important step in expanding its presence in the Middle East amid...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

A Look at SLM Corporation (SLM) Valuation Following Strong Private Loan Growth and Improved Credit Provisions

SLM (SLM) delivered its latest financial results with higher private education loan originations and a decrease in provision for credit losses after a large loan sale. This offers investors a closer look at its ongoing capital management. See our latest analysis for SLM. SLM’s steady operational improvements seem to be making an impact on investor sentiment, with a 1-year total shareholder return of 4.6% that’s well ahead of the latest share price gains. While recent returns have been modest,...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

How Record Manufacturing Wins Could Shape Plexus (PLXS) Revenue Growth and Investor Outlook

Plexus recently reported fourth-quarter fiscal 2025 adjusted earnings per share and revenues that exceeded consensus estimates, supported by 28 new manufacturing program wins expected to significantly contribute to annualized revenues. The company's strong fiscal 2025 performance and forward-looking guidance point to confidence in achieving targeted revenue growth for fiscal 2026, underpinned by robust new program bookings. We’ll explore how Plexus’s record number of new manufacturing wins...
NYSE:KNX
NYSE:KNXTransportation

How Knight-Swift’s (KNX) Weaker Q3 Earnings and Cautious Outlook Shape Its Long-Term Potential

Knight-Swift Transportation Holdings recently reported third-quarter 2025 adjusted earnings per share of US$0.32, falling short of consensus estimates and marking a 5.8% decline compared to the prior year. The company’s cautious guidance for the fourth quarter, indicating only modest improvement and ongoing pressure from segment revenues and margins, has prompted analysts to cut their earnings forecasts. We’ll explore how Knight-Swift’s weaker earnings and cautious outlook impact its...
NYSE:BHE
NYSE:BHEElectronic

Did Recent Insider Sells and Sector Gains Just Shift Benchmark Electronics' (BHE) Investment Narrative?

Recently, Jan Janick, Senior Vice President and Chief Technology Officer at Benchmark Electronics, sold 8,967 shares shortly after the company reported strong Q3 2025 results with notable gains in its medical and aerospace & defense segments. The move adds to a pattern of insider sells over the past year while Benchmark’s operational momentum in higher-growth sectors has drawn attention to its evolving market mix and leadership actions. We'll explore how Benchmark's robust performance in...