NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Canadian Solar (CSIQ) Valuation Check As 2025 Profit Guidance Signals Sharp Earnings Drop

Why Canadian Solar’s 2025 Profit Guidance Matters Canadian Solar (CSIQ) expects 2025 net profit attributable to shareholders between RMB 900 million and RMB 1,100 million, a 60% to 51% year on year decline compared with 2024, which puts profitability in sharper focus for investors. See our latest analysis for Canadian Solar. The profit warning has arrived alongside a sharp reset in sentiment, with Canadian Solar’s 1 day share price return of 3.26% decline and 30 day share price return of...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Aviation Serbia Deal Puts EXPO 2027 Air Taxi Plans In Focus

Archer Aviation (NYSE:ACHR) has reached an agreement with the Government of Serbia to serve as the official air taxi provider for EXPO 2027 in Belgrade. The partnership includes options for fleet sales and potential industrial collaboration connected to Archer's eVTOL aircraft. The arrangement is expected to position Archer at the center of EXPO 2027 transportation plans, with global visitors as a key audience. For investors watching Archer Aviation at a share price of $7.19, this Serbia...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Too Late To Consider Luckin Coffee (OTCPK:LKNC.Y) After Recent Share Price Gains?

If you are wondering whether Luckin Coffee's recent share price still offers value or if most of the opportunity is already priced in, you are in the right place. The stock last closed at US$33.37, with a 7 day return of 0.1% decline, a 30 day return of 5.8% decline, and a 1 year return of 19.0%. Over the past few years Luckin Coffee has remained in the headlines for its rapid store expansion across China and its focus on app based ordering. This has kept investor attention firmly on its...
NYSE:VZ
NYSE:VZTelecom

Verizon’s Frontier Deal And Buyback Refocus Growth And Valuation Story

Verizon Communications (NYSE:VZ) announced record operational momentum with its highest quarterly net customer additions in over six years. The company closed its acquisition of Frontier, expanding its fiber footprint and supporting its convergence strategy. Management outlined more than US$1b in targeted cost synergies tied to the Frontier deal. Verizon's board approved a new US$25b share repurchase program, signaling a shift in capital allocation priorities. These moves come as new CEO Dan...
OTCPK:NTDT.Y
OTCPK:NTDT.YIT

Assessing NTT DATA Group (OTCPK:NTDT.Y) Valuation After New Multi Year AWS Cloud And AI Collaboration

NTT DATA Group (OTCPK:NTDT.Y) is in focus after announcing a multi year collaboration with Amazon Web Services to support cloud modernization, agentic AI adoption and digital sovereignty solutions for global enterprises. See our latest analysis for NTT DATA Group. The AWS agreement comes after a softer patch in the share price, with a 1-day share price return of a 4% decline and a 7-day share price return of a 4% decline, while the year-to-date share price return of 6.43% and 1-year total...
NYSE:PH
NYSE:PHMachinery

Parker-Hannifin Filtration Deal Pairs Strong Earnings With Valuation Question Marks

Parker-Hannifin (NYSE:PH) announced the acquisition of Filtration Group Corporation, expanding its footprint in life sciences, HVAC, and industrial filtration. The company paired the deal with a report of strong quarterly earnings and an increased financial outlook. Management flagged meaningful expected synergies from combining Filtration Group with Parker-Hannifin’s existing portfolio. Parker-Hannifin enters this deal with its shares at $935.84 and a 1 year return of 33.6%, along with...
NYSE:CMA
NYSE:CMABanks

Comerica Lawsuit And Fifth Third Deal Put Valuation And Risks In Focus

Comerica, listed as NYSE:CMA, is facing a major employment discrimination lawsuit tied to its Diversity, Equity, and Inclusion policies. The complaint alleges that aggressive DEI quotas influenced promotions and compensation, with demographic targets said to override merit based decisions. This legal challenge arrives as Comerica moves toward completion of its acquisition by Fifth Third Bancorp and prepares for leadership changes. For investors watching NYSE:CMA, the timing of this lawsuit...
NYSE:CLX
NYSE:CLXHousehold Products

Assessing Clorox (CLX) Valuation After Recent Share Price Rebound And Longer Term Weakness

Clorox stock: why recent returns may have investors taking a closer look Clorox (CLX) has drawn attention after a month return of about 11.8% and a past 3 months gain of roughly 3.3%, prompting investors to reassess the household products maker. See our latest analysis for Clorox. Despite the recent 30 day share price return of 11.84% and a 1 day move of 2.82% to US$112.79, Clorox’s 1 year total shareholder return of 26.01% decline and 5 year total shareholder return of 30.54% decline suggest...
NYSE:NIO
NYSE:NIOAuto

NIO Milestone And Autonomous Push Weighed Against Valuation And Weak Momentum

NIO (NYSE:NIO) reports surpassing 1,000,000 cumulative vehicle deliveries. The company launches an updated Nio WorldModel system with closed loop reinforcement learning and upgraded assisted driving features. These developments come as competition in electric vehicles and autonomous driving technology remains intense. NIO, listed on the NYSE under the ticker NIO, focuses on premium electric vehicles and related smart mobility services. Crossing the 1,000,000 delivery mark gives you a...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow Positions Claude AI At Core Of Enterprise Workflow Growth Narrative

ServiceNow (NYSE:NOW) is making Anthropic's Claude the default AI model across its platform, covering customer workflows and its own internal operations. The move introduces autonomous agents and agentic workflows for clients such as Fiserv and Panasonic Avionics. The company is also broadening its enterprise AI partner ecosystem and pushing sector specific AI use cases in areas like financial services and aviation. For you as an investor, this positions ServiceNow more as an AI workflow...
NYSE:IT
NYSE:ITIT

Gartner Refocuses On Core Research As G2 Buys Software Review Platforms

Gartner has agreed to sell its software review platforms Capterra, Software Advice, and GetApp to G2. The move shifts Gartner's focus more tightly toward its core research and advisory operations under NYSE:IT. The transaction marks a significant change for the B2B software selection market, as G2 takes over several established discovery sites. For investors following NYSE:IT, this portfolio trim comes after a tough stretch for the share price, which closed at $209.61 and has seen a 61.4%...
NYSE:FLR
NYSE:FLRConstruction

How Investors May Respond To Fluor (FLR) Winning EPCM Role In Texas Rare Earth Project

In January 2026, USA Rare Earth Inc. announced it had selected Fluor Corp., alongside WSP Global, as EPCM partner to advance the Definitive Feasibility Study for the Round Top Rare Earth Project in Sierra Blanca, Texas, a key step toward potential commercial production later this decade. This role reinforces Fluor’s position in complex, large-scale mining and critical materials infrastructure while its NuScale Power stake and planned US$1.30 billion buyback highlight an active approach to...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After Record 2025 Results And Copper Market Tailwinds

Southern Copper (SCCO) is back in focus after reporting record 2025 results, with full year sales of US$13.42b and net income of US$4.33b, supported by firm copper pricing and tight global supply. See our latest analysis for Southern Copper. The record 2025 earnings have come alongside a sharp shift in market sentiment, with Southern Copper’s share price now at US$190.32 after a 30 day share price return of 28% and a 1 year total shareholder return of 121.78%, suggesting strong momentum even...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Madrigal Builds Commercial Bench With Equity Grants Around Rezdiffra Growth Story

Madrigal Pharmaceuticals granted equity awards to 40 new non executive employees as it grows its commercial organization for its approved liver disease therapy, Rezdiffra. The company also issued a substantial equity award to its newly appointed chief accounting officer to support its expanded leadership structure. These equity inducement grants reflect a build out of workforce and governance as Madrigal advances its late stage pipeline. Madrigal Pharmaceuticals, NasdaqGS:MDGL, is drawing...
NYSE:ORC
NYSE:ORCMortgage REITs

A Look At Orchid Island Capital (ORC) Valuation After Recent Choppy Trading And Mixed Returns

Why Orchid Island Capital is on investors' radar today Orchid Island Capital (ORC) has drawn fresh attention after recent trading left the mortgage REIT at a last close of US$7.80, with returns mixed across the past week, month and past 3 months. See our latest analysis for Orchid Island Capital. Recent trading has been choppy, with a 1 day share price return of a 5.68% decline and a 7 day share price return of a 4.41% decline. However, a 30 day share price return of 5.83% and a 1 year total...
NYSE:LUV
NYSE:LUVAirlines

Southwest Airlines (LUV) Is Up 13.3% After Adding Fees And Assigned Seating Is The Bull Case Changed?

In late January 2026, Southwest Airlines reported Q4 and full-year 2025 results showing modest revenue growth to US$28.06 billion but slightly lower net income of US$441 million, while also issuing operating guidance for 2026 that includes modest capacity growth and higher expected revenue per seat mile. The airline simultaneously unveiled a sweeping shift in its long-standing business model, ending open seating and adding fees for bags, seat assignments, and premium options, aimed at...
NasdaqGS:FELE
NasdaqGS:FELEMachinery

A Look At Franklin Electric (FELE) Valuation After A 5.7% Dividend Increase

Franklin Electric (FELE) has drawn fresh attention after its Board of Directors approved a 5.7% increase in the quarterly cash dividend to $0.28 per share, payable on February 19, 2026. See our latest analysis for Franklin Electric. At a share price of $99.62, Franklin Electric has seen a 6.95% 3 month share price return and a 42.77% 5 year total shareholder return. The latest dividend increase adds to a relatively modest 0.76% 1 year total shareholder return. If this dividend move has you...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Carvana (CVNA) Is Down 15.3% After Short Seller Targets Earnings And Related-Party Deals - What's Changed

In late January 2026, short seller Gotham City Research published a report alleging Carvana overstated 2023–2024 earnings and relied heavily on undisclosed related-party transactions with affiliates tied to its controlling shareholders. The controversy has drawn in Wall Street analysts and shareholder law firms, turning Carvana’s complex relationships with DriveTime and Bridgecrest into a central question about the quality of its reported profits. We’ll now examine how these accounting and...
NasdaqCM:BLTE
NasdaqCM:BLTEPharmaceuticals

Belite Bio (BLTE) Valuation Check As Phase 3 DRAGON Tinlarebant Data Presentations Approach

Belite Bio (BLTE) is back in focus after confirming it will present topline Phase 3 DRAGON data for tinlarebant in adolescent Stargardt disease at the upcoming Asia Pacific Academy of Ophthalmology Congress. See our latest analysis for Belite Bio. Those DRAGON data presentations come after a strong run in the stock, with a 90 day share price return of 50.36% and a 1 year total shareholder return of 191.18%, suggesting momentum has been building around the story. If you are watching how...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

Should Rush Enterprises' (RUSH.A) New US$150 Million Buyback After Mixed Quarter Require Action From Investors?

Rush Enterprises recently reported past third-quarter 2025 results that missed earnings expectations but exceeded revenue forecasts and introduced a new US$150,000,000 stock repurchase program, effectively replacing its nearly exhausted prior authorization. UBS initiated formal coverage on Rush Enterprises with a Neutral view, giving investors a fresh reference point as the company couples revenue outperformance with expanded capital returns. Next, we will examine how the new US$150,000,000...
NYSE:PBF
NYSE:PBFOil and Gas

Will Insider Selling and Martinez Delays Reshape PBF Energy's (PBF) Risk‑Return Profile?

In late January 2026, 10% owner Control Empresarial de Capitales S.A. de C.V. sold nearly 50,000 PBF Energy shares as the company continues to work through the fallout from its February 2025 Martinez, California refinery explosion, which has kept the facility below full capacity and pushed the targeted return to normal operations into March 2026. Against this backdrop, PBF Energy is contending with high operating and maintenance costs, including about US$600 million earmarked for upkeep and...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Do SkyWest’s (SKYW) Extended E175 Deals Redefine Its Regional Capacity Moat?

In January 2026, SkyWest reported fourth-quarter 2025 results showing revenue rising to US$1,024.49 million while net income and EPS slipped slightly year-on-year, and confirmed multi-year extensions on E175 flying agreements with United and Delta alongside ongoing debt reduction and share repurchases. An interesting angle is that despite mixed quarterly earnings, SkyWest’s long-dated E175 contracts and growing block hours point to increasingly visible partner-driven demand for its regional...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

A Look At First Mid Bancshares (FMBH) Valuation After Steady Q4 Earnings And Dividend Reaffirmation

First Mid Bancshares (FMBH) is back in focus after reporting fourth quarter earnings that matched Wall Street expectations, slightly weaker revenue net of interest expense, full year profit growth, and a reaffirmed quarterly dividend. See our latest analysis for First Mid Bancshares. The recent earnings beat on expectations, lower net charge offs, and reaffirmed dividend have come alongside an 8.98% 1 month share price return and a 17.14% 3 month share price return, pointing to building...
OTCPK:DIDI.Y
OTCPK:DIDI.YTransportation

Does DiDi Global’s (DIDI.Y) Tokyo Taxi Tie-Up Refine Its Asset-Light Global Expansion Strategy?

S.Ride recently announced it will supply taxis for DiDi Global users in Tokyo, marking an expansion of DiDi’s app-based mobility services into Japan’s capital. This partnership gives DiDi access to an established local taxi network, potentially strengthening its international footprint while limiting the need for heavy upfront asset deployment. We’ll now examine how this expansion into Tokyo through S.Ride could influence DiDi Global’s investment narrative and future growth profile. We've...