NYSE:TPB
NYSE:TPBTobacco

Turning Point Brands (TPB) Is Up 5.1% After Stoker’s-Fueled Margin Surge - What's Changed

In the third quarter of 2025, Turning Point Brands reported gross profit of US$70.4 million, up 39.7% year over year, powered by very large growth in its Stoker’s segment and higher Modern Oral adoption. The Stoker’s segment not only delivered an 80.8% surge in net sales but also lifted its gross margin by 440 basis points to 60.2%, underscoring how mix shift toward Modern Oral and higher-margin formats is reshaping TPB’s earnings profile. We’ll now assess how Stoker’s sharply higher sales...
NYSE:AMP
NYSE:AMPCapital Markets

A Look at Ameriprise Financial’s Valuation as Earnings Power and Tangible Book Value Strengthen

Ameriprise Financial (AMP) is back in focus as investors reexamine its track record of compounded earnings growth, sharply rising tangible book value, and consistently high returns on equity that signal durable competitive strength. See our latest analysis for Ameriprise Financial. The recent pullback, with a negative year to date share price return despite a solid three year total shareholder return of 53.65%, suggests sentiment has cooled even as the long term wealth creation story remains...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun (RUN): Assessing Valuation After a 75% Year-to-Date Rebound in the Share Price

Sunrun (RUN) has quietly become a lightning rod for investors trying to read the next move in residential solar, as its stock swings contrast sharply with a strong 75 % year to date climb. See our latest analysis for Sunrun. That sharp year to date share price return of about 75 % comes after a much tougher few years. The recent 90 day share price rebound hints that sentiment around Sunrun’s long term growth and risk profile may finally be stabilising. If Sunrun’s turnaround has you watching...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Will Contract Wins And Rising EPS Quality Change Clover Health Investments' (CLOV) Technology-Led Narrative?

Clover Health Investments recently reported winning new contracts, supported by an average 10.3% increase in its customer base over the past two years. Earnings per share have compounded at a very large annual rate while cash burn has steadily reduced, pointing to improving operational self-sufficiency. Now we’ll explore how these contract wins and improving earnings quality might reshape Clover Health’s existing technology-focused investment narrative. Trump has pledged to "unleash"...
NasdaqGS:GEN
NasdaqGS:GENSoftware

How Investors Are Reacting To Gen Digital (GEN) Launching AI-Native Norton Neo Browser For Cyber Safety

On December 2, 2025, Gen Digital’s Norton business launched Norton Neo globally as a free, AI-native browser designed to enhance online safety, privacy, and everyday productivity for users. This move extends Gen Digital’s Cyber Safety footprint directly into the browser, positioning it to integrate AI security, identity protection, and zero-prompt assistance at the core of consumers’ online activity. We’ll now examine how Norton Neo’s global AI-native browser rollout could reshape Gen...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Is Apellis Pharmaceuticals (APLS) Undervalued After Its Recent Share Price Rebound?

Apellis Pharmaceuticals (APLS) has quietly staged a rebound this month, with the stock up roughly 23% even as its past year performance remains weak, inviting a closer look at what might be changing. See our latest analysis for Apellis Pharmaceuticals. The 23.5% 1 month share price return has helped Apellis claw back some ground from a difficult stretch. However, the 1 year total shareholder return remains deep in negative territory, which suggests sentiment may be stabilising rather than...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

Does UMB Financial’s Valuation Reflect Its Excess Returns Amid Regional Banking Uncertainty?

If you are wondering whether UMB Financial is quietly trading at a discount or already priced for perfection, you are not alone. This stock has been drawing attention from investors hunting for value in regional banks. Despite some short-term noise, the share price is up 3.4% over the last month and 1.9% year to date, though it is still down 7.5% over the past year after a strong multiyear climb of 50.8% over three years and 79.4% over five years. Recent headlines around the regional banking...
NYSE:T
NYSE:TTelecom

Does AT&T’s 5G and Fiber Push Justify Its Low Valuation in 2025?

Wondering if AT&T is still a classic value play or a trap in disguise, especially with that hefty dividend and long history in investors' portfolios? The stock is up 7.4% year to date and 9.1% over the last year, but it has cooled a bit in the short term with a 3.2% drop over 7 days and a 1.3% slide over the past month, hinting that sentiment is still a bit cautious. Recent headlines have focused on AT&T's ongoing 5G and fiber rollout, its sizable debt load, and efforts to streamline the...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Is It Too Late To Consider KLA After Its 92.5% Surge In 2025?

If you have been wondering whether KLA’s soaring share price still offers value, you are not alone. This breakdown is designed to help you decide if now is a smart entry point or a time to be cautious. The stock has climbed 92.5% year to date and 90.5% over the last year, building on multi-year gains of 210.7% over 3 years and 396.4% over 5 years that have significantly influenced how the market prices its future. These moves have been supported by KLA’s established role in semiconductor...
NasdaqGS:SLDP
NasdaqGS:SLDPAuto Components

How Insider Selling and New Severance Terms Will Impact Solid Power (SLDP) Investors

In recent days, Solid Power disclosed that director Erik Anderson sold 30,000 shares and the company amended its Executive Change in Control and Severance Plan, reshaping how senior leaders could be compensated if control changes occur. These governance moves, coming alongside continued discussion of losses and negative cash flow despite high-profile partnerships and government backing, spotlight the tension between Solid Power’s technological promise and its financial strain. Next, we’ll...
NYSE:APD
NYSE:APDChemicals

Can Air Products (APD) Use Yara Partnership Talks to Reframe Its Clean-Energy Capital Strategy?

Earlier this week, Air Products and Chemicals and Yara International announced they are in advanced negotiations to partner on low-emission ammonia projects in Louisiana and Saudi Arabia, linking Air Products’ hydrogen assets with Yara’s global ammonia production, storage, and distribution network. The proposed structure, including Yara’s plan to acquire roughly one-quarter of the Louisiana ammonia assets’ estimated US$8–9 billion cost and enter long-term offtake and marketing agreements,...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

Is It Too Late To Consider O'Reilly Automotive After Its Strong Multi Year Rally?

If you are wondering whether O'Reilly Automotive is still attractive after its long run higher, or if the easy money has already been made, you are not alone. This breakdown is designed to cut through the noise and focus on what the stock may really be worth. Even after a recent pullback of about 4.4% over the last week and 3.9% over the last month, the stock is still up 19.0% year to date and 11.4% over the past year. That caps off a multi year climb of 73.6% in three years and 210.7% in...
NYSE:GM
NYSE:GMAuto

Reassessing General Motors’ Valuation After Morgan Stanley’s Upgrade and Enhanced Growth Outlook

Morgan Stanley’s latest upgrade put General Motors (GM) back in the spotlight, as the bank highlighted GM’s execution, capital discipline, and truck heavy strategy to support a more optimistic stance. See our latest analysis for General Motors. The upgrade lands on top of a powerful run, with GM’s 90 day share price return of about 31 percent and 1 year total shareholder return near 50 percent. This signals that momentum is clearly building as investors warm to its revamped strategy and...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

How Investors May Respond To Flywire (FLYW) Expanding Weixin Pay For Chinese Students In Korea And Malaysia

In early December 2025, Flywire Corporation announced a partnership with TenPay Global to add Weixin Pay (WeChat Pay) for Chinese students paying tuition to universities in South Korea and Malaysia, aiming to simplify cross-border education payments for families. This move gives Flywire more direct access to fast-growing intra-Asia student flows, where Chinese enrollment in Malaysia and South Korea has risen sharply since 2019, reinforcing its position in international education payments...
NYSE:PVH
NYSE:PVHLuxury

Has PVH’s 27% 2025 Slide Created a Value Opportunity for Investors?

If you are wondering whether PVH is starting to look like a bargain after a rough stretch or if it is cheap for a reason, you are not alone. This is exactly the kind of setup where valuation work really matters. The stock has slipped to around $76.12 after a 13.1% drop over the last week and is now down 27.4% year to date and 30.5% over the last year, shifting many investors from growth optimism to value hunting mode. Recent market chatter has focused on how PVH is navigating a tougher...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Does Arch Capital Still Offer Value After Specialty Insurance Expansion and Strong Long Term Gains?

If you are wondering whether Arch Capital Group at around $91.92 is still a smart buy or if most of the upside is already priced in, you are not alone. That is exactly what we are about to unpack. Despite a modest 0.6% gain year to date and a 1.5% slide over the last year, the stock is still sitting on returns of 61.4% over 3 years and 176.7% over 5 years, indicating that long-term holders have already been well rewarded. Recent headlines have focused on Arch Capital Group expanding its...
NYSE:TT
NYSE:TTBuilding

Is It Too Late To Invest In Trane After Its Multi Year Rally And Recent Pullback

If you are wondering whether Trane Technologies at around $399 is still worth considering after its significant multi year run, or if you are arriving too late to benefit, you are in the right place. The stock is up an impressive 134.1% over 3 years and 207.5% over 5 years. More recently it has pulled back, with a 6.7% gain year to date, but a 2.5% drop in the last week and an 8.0% decline over the last month. This combination of long term strength and short term cooling has come as...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Why Incyte (INCY) Is Down 6.2% After Breakthrough Status for INCA033989 And Promising Phase 1 Data

In early December 2025, Incyte reported that its mutant calreticulin-targeted antibody INCA033989 received FDA Breakthrough Therapy designation for certain essential thrombocythemia patients and released Phase 1 data showing encouraging responses and tolerability in myeloproliferative neoplasms. By pairing this regulatory milestone with early signs of disease-modifying activity in myelofibrosis, INCA033989 is emerging as a potential new pillar in Incyte’s hematology franchise beyond...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (GLXY) Is Up 8.9% After Taking Over Liquid Collective Development – Has The Bull Case Changed?

Galaxy Digital’s recent acquisition of staking software firm Alluvial Finance made it the Development Company for Liquid Collective, giving it full responsibility for building and maintaining one of the leading institutional liquid staking protocols, which has grown assets on platform to about US$1.00 billion since launch. This move tightens Galaxy’s grip on institutional onchain infrastructure, complementing its growing AI-optimized data center ambitions and broadening its role across both...
NasdaqGS:SMCI
NasdaqGS:SMCITech

How Supermicro’s New Liquid-Cooled NVIDIA Blackwell Systems Could Impact Super Micro Computer (SMCI) Investors

Earlier this week, Super Micro Computer announced it had begun shipping new 4U and OCP-compliant 2-OU liquid-cooled NVIDIA HGX B300 systems, alongside a validated integration of its liquid-cooled FlexTwin servers with Cornelis’ 400 Gbps CN5000 networking for dense, power-efficient AI and HPC deployments. The combination of ultra-dense Blackwell-based racks and a high-performance, energy-focused networking stack underscores Supermicro’s push to make liquid-cooled, turnkey AI “factory”...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Ionis Pharmaceuticals (IONS): Revisiting Valuation After a Strong 1-Year Share Price Surge

Ionis Pharmaceuticals (IONS) has quietly turned into one of the market’s better comeback stories, with the stock up sharply over the past year even as near term returns cooled this week. See our latest analysis for Ionis Pharmaceuticals. After a sharp run that has pushed the share price to 78.86 dollars and delivered a year to date share price return of 127.33 percent, this week’s pullback simply cools the pace. A 1 year total shareholder return of 107.58 percent and 3 year total shareholder...