NYSE:VRTS
NYSE:VRTSCapital Markets

Virtus' New Credit Agreement and Asset Flows Might Change The Case For Investing In VRTS

Virtus Investment Partners recently entered into a new credit agreement featuring a US$400 million seven-year term loan and a US$250 million five-year revolving credit facility, with the proceeds partly used to refinance existing debt and fund general corporate purposes. Additionally, the company reported preliminary assets under management of US$169.3 billion as of September 30, 2025, with net outflows partially offset by ETF inflows and market gains. We'll explore how these asset flow...
NYSE:BAX
NYSE:BAXMedical Equipment

Is U.S.-China Trade Tension and Rare Earth Controls Reshaping the Investment Case for Baxter (BAX)?

In recent days, Baxter International encountered sector-wide headwinds after critical remarks from President Trump fueled U.S.-China trade friction and China tightened export controls on rare earth minerals vital to supply chains. A new U.S. Commerce Department probe into medical equipment imports introduced uncertainty over regulations and potential tariffs, intensifying concerns about costs and supply interruptions for the healthcare industry. We'll explore how heightened supply chain...
NYSE:SLG
NYSE:SLGOffice REITs

Will Jefferies’ AI-Focused Upgrade Shift the Long-Term Outlook for SL Green Realty (SLG)?

In the past week, Jefferies upgraded SL Green Realty from Hold to Buy, highlighting the company’s reinvestment in Midtown Manhattan assets and an anticipated recovery in office demand driven by AI-related job growth and return-to-office trends. This analyst upgrade draws attention to SL Green's robust leasing pipeline and forecasts for improved occupancy in its Class A office properties. We'll explore how Jefferies' focus on AI-driven office demand may reshape SL Green Realty's investment...
NYSE:MPLX
NYSE:MPLXOil and Gas

Did Joint Ventures and Pipeline Investments Just Shift MPLX's (MPLX) Growth Investment Narrative?

MPLX LP recently advanced its expansion efforts through joint ventures, a US$1 billion asset sale, and investments in new pipeline projects to strengthen long-term growth potential. These moves reflect a concerted push to optimize MPLX's asset portfolio and capitalize on infrastructure opportunities within the evolving US midstream energy sector. We'll examine how MPLX's investments in new pipeline infrastructure may influence its overall investment outlook going forward. Uncover the next...
NYSE:TSM
NYSE:TSMSemiconductor

Can TSMC’s Valuation Keep Rising After Stock Hits All-Time High in 2025?

If you’ve been eyeing Taiwan Semiconductor Manufacturing’s stock lately, you’re certainly not alone. Whether you’re already riding the wave or just looking for a good entry point, it’s tough to ignore those price charts. Shares recently closed at $302.89, up an impressive 16.8% over the past month and posting a jaw-dropping 50.3% gain since the start of the year. Looking even further back, the numbers get more astonishing, up 59.3% over the last twelve months and a remarkable 385.3% across...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Moderna (MRNA): Exploring Valuation as Market Sentiment Shifts

Moderna (MRNA) has caught investor attention recently with strong annual revenue and net income growth. However, the stock price has pulled back over the past month and year. This mix of fundamentals and market movement is sparking closer analysis. See our latest analysis for Moderna. Despite an impressive 13.74% one-month share price return, Moderna's momentum has cooled lately. Significant longer-term headwinds are reflected in a 53.68% total shareholder return drop over the past year. This...
NYSE:FMC
NYSE:FMCChemicals

FMC (FMC) Valuation in Focus After Earnings Beat Fails to Sway Market Concerns

FMC (FMC) recently reported quarterly earnings that topped expectations, but the stock slid as the market focused on ongoing regional sales declines and necessary pricing adjustments. These factors are prompting closer investor scrutiny. See our latest analysis for FMC. Even after reporting better-than-expected earnings, FMC’s share price has lost significant ground this year, recently closing at $29.54 and hitting fresh 52-week lows. The stock’s 1-year total shareholder return sits at a...
NasdaqCM:MARA
NasdaqCM:MARASoftware

Marathon Digital (MARA): Assessing Valuation After Strategic Bitcoin Accumulation and Expansion Into AI and Data Centers

MARA Holdings, a leading Bitcoin miner, grabbed attention this month after purchasing 400 more BTC and raising its total reserves beyond 53,000. This transaction secures MARA’s position as the second-largest corporate Bitcoin holder. See our latest analysis for MARA Holdings. The latest Bitcoin purchase comes as MARA Holdings delivers a standout 24.1% 1-month share price return, far outpacing the broader market and signaling fresh momentum after some recent volatility. Investors seem to be...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

How Investors Are Reacting To Amgen (AMGN) Slashing Repatha Prices and Expanding Direct Patient Access

Earlier this month, Amgen announced the launch of AmgenNow, a direct-to-patient program offering Repatha at a nearly 60% lower US price, following successful Phase 3 trial results in primary prevention of cardiovascular events for patients without a history of heart attack or stroke. This move not only broadens patient access and affordability but also leverages new clinical data to potentially expand Repatha's addressable market in the US. We'll now examine how Amgen's expanded...
NYSE:FND
NYSE:FNDSpecialty Retail

Can Floor & Decor's (FND) New Store Openings Reveal the Pace of Its Expansion Ambitions?

Floor & Decor has recently opened three new warehouse-format stores, in Murfreesboro, TN, Winston-Salem, NC, and North Scottsdale, AZ, each employing dozens of local staff and offering a wide range of hard-surface flooring and design services. This wave of store openings highlights the company’s ongoing nationwide expansion efforts and signals its continued focus on reaching more customers across diverse markets. We’ll explore how the recent store openings contribute to Floor & Decor’s...
NYSE:GLOB
NYSE:GLOBIT

Did Globant's (GLOB) Bold New AI Deals and Buyback Just Shift Its Investment Narrative?

Earlier this month, Adobe and Red Sea Global revealed a partnership positioning Globant as the lead technology partner for implementing a new AI-powered digital visitor experience for VisitRedSea.com, while Globant also announced a multi-year collaboration with AWS to deliver advanced cloud and AI solutions across major industries and launched a US$125 million share repurchase program to run through late 2026. This series of collaborations and the buyback program together highlight Globant's...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN (IREN) Is Up 11.1% After Securing Major AI Cloud Contracts With NVIDIA Blackwell GPUs

IREN Limited recently announced it has secured multi-year cloud service contracts with top AI companies for deployments featuring NVIDIA Blackwell GPUs, expanding its AI Cloud capacity and targeting more than US$500 million in annualized recurring revenue from 23,000 GPUs by early 2026. This rapid shift from bitcoin mining to AI infrastructure, now underpinned by substantial contract wins and major GPU investments, highlights IREN's ongoing transformation into an AI cloud powerhouse with...
NasdaqCM:BTBT
NasdaqCM:BTBTSoftware

Bit Digital (BTBT) Is Up 5.8% After Fresh Crypto Retirement News and Debate Over Valuation Methods

Recent attention on Bit Digital followed news from Washington and Wall Street about expanding crypto access in retirement accounts and growing optimism for mainstream cryptocurrency adoption. An independent analysis suggested Bit Digital may be undervalued based on projected future cash flows, highlighting a divergence between different valuation methods as investor confidence in the sector shifts. We'll examine how greater regulatory clarity for cryptocurrencies could reshape Bit Digital's...
NYSE:BLD
NYSE:BLDConsumer Durables

Is TopBuild’s Latest Earnings Push Justified After 6.8% Weekly Jump?

If you have been wrestling with the question of whether to buy, sell, or simply hold onto TopBuild stock, you are not alone. With TopBuild closing at $424.55 and notching a 6.8% gain just over the past week, investors are starting to take notice again. Its longer-term returns are even more eye-catching, with the stock up an impressive 154.4% over the last three years and 133.8% over five years. That is the kind of steady outperformance that tends to get people wondering if the best is already...
NasdaqGS:ACT
NasdaqGS:ACTDiversified Financial

Should Enact Holdings’ (ACT) Expanded $435 Million Credit Facility Influence Investor Thinking?

Enact Holdings, Inc. announced on September 30, 2025, that it has entered into a new US$435 million five-year senior unsecured revolving credit facility, replacing its previous US$200 million facility. This significant increase in available credit highlights improved lender confidence and may provide additional resources for Enact Holdings' working capital and general corporate needs. We’ll now explore how Enact Holdings’ expanded credit facility could impact its investment outlook and...
NasdaqCM:SUPX
NasdaqCM:SUPXConsumer Services

Will SuperX AI Technology (SUPX) Redefine Enterprise Infrastructure With Its Modular AI Factory Bet?

Earlier this month, SuperX AI Technology Limited launched the SuperX XN9160-B300 AI Server powered by NVIDIA's Blackwell GPU and unveiled the SuperX Modular AI Factory, a prefabricated data center solution designed for rapid, energy-efficient AI infrastructure deployment. These developments signal SuperX's ambition to redefine enterprise AI infrastructure by offering scalable, high-density solutions tailored for next-generation artificial intelligence and high-performance computing...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

CoStar Group (CSGP): Examining Valuation After Momentum Cools and Short-Term Pullback

CoStar Group (CSGP) shares have recently edged lower, dropping around 0.5% on the day. The move comes after a steady pullback that has played out over the past month. This has sparked fresh questions about where the stock might head next. See our latest analysis for CoStar Group. Despite the recent pullback, CoStar Group's share price remains above where it started the year. However, momentum has clearly cooled as short-term losses stack up. With a 1-year total shareholder return of -2.8%,...
NYSE:GE
NYSE:GEAerospace & Defense

General Electric (GE): Evaluating Valuation After Labor Deal Secures Stability and Strong Analyst Optimism

General Electric (GE) recently settled a five-year labor agreement with UAW workers at its Ohio and Kentucky distribution facilities, closing out a three-week strike. This deal removes short-term uncertainty and offers investors some relief and clarity on operational stability. See our latest analysis for General Electric. GE’s share price has sustained a wave of momentum, climbing 76.5% year-to-date on the back of strong aerospace demand, improving operations, and headline moves such as...
NYSE:CE
NYSE:CEChemicals

Celanese (CE): Evaluating Valuation After Prolonged Share Price Declines

Celanese (CE) shares have been on a downward trend over the past month, catching the attention of investors who follow materials sector names. The stock's performance has lagged broader benchmarks, which has raised questions about company fundamentals and market sentiment. See our latest analysis for Celanese. Celanese’s recent share price declines reflect a longer slide in performance, with its 30-day share price return down nearly 12 percent and the total shareholder return over the past...
NasdaqGS:VRNT
NasdaqGS:VRNTSoftware

Does the Thoma Bravo Deal Mean Verint Shares Offer More Value in 2025?

Figuring out what to do with Verint Systems stock right now is more complicated than ever, but also more interesting. If you have been watching the ticker lately, you might have noticed little movement in the past week, but a rollercoaster across the longer term. Verint is down just 0.2% for the past month, but a steeper 24.1% year-to-date and 13.5% over the last year. And that is not the whole story. For three and five year periods, the stock is down more than 40% and 24% respectively...
NasdaqGS:TDUP
NasdaqGS:TDUPSpecialty Retail

ThredUp (TDUP): Exploring Valuation After Volatile Share Price Swings in 2024

ThredUp (TDUP) shares have seen mixed movement lately, catching investor attention after a stretch of market volatility. With its year-to-date returns solidly in positive territory, many are weighing what comes next for this online resale platform. See our latest analysis for ThredUp. ThredUp’s share price has seen quite a journey in 2024, with momentum shifting rapidly from a bullish 532.62% share price return year-to-date to a sharper pullback in recent weeks. Despite a 24.76% share price...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Evaluating Columbia Banking System After Its Recent Share Price Dip in 2025

If you are wondering whether Columbia Banking System is worth your investment dollars right now, you are certainly not alone. Deciding what to do with any stock can feel like stepping into a moving river, and Columbia’s recent price movements have definitely caused a ripple or two. The stock is coming off a five-year climb of 63.5%, but those gains have cooled, as demonstrated by a 3.3% drop over just the last week and a slightly negative return for the year to date. It is the kind of pattern...
NYSE:KEY
NYSE:KEYBanks

Is KeyCorp Poised for a Rebound After Recent 7.9% Drop?

If you have been watching KeyCorp’s stock lately, you are probably wondering whether now is the right moment to buy, hold, or step back. It has been a bumpy ride in the last month, with the stock sliding 7.9% over 30 days and finishing the past week down another 5.3%. On the other hand, investors who zoom out to a longer timeline still see a 5-year return of 74.8%, which is impressive by any measure. Year to date, KeyCorp is holding on to a modest 3.4% gain, showing resilience even as broader...
NYSE:AROC
NYSE:AROCEnergy Services

A Fresh Look at Archrock (AROC) Valuation Following Analyst Upgrade and Positive Earnings Momentum

Archrock (AROC) was recently upgraded to a Zacks Rank #2 (Buy), highlighting growing confidence among analysts regarding its upcoming earnings. This change underscores a trend of positive surprises in previous quarters. See our latest analysis for Archrock. Archrock’s latest analyst upgrade comes on the heels of steady performance, with a 3.38% share price gain in the last 90 days and a total shareholder return of nearly 17% over the past year. The company’s long-term momentum is hard to...