NYSE:U
NYSE:USoftware

Unity Coda Web Store Partnership Tests Appeal Of Undervalued Shares

Unity Software (NYSE:U) has partnered with Coda to integrate a global web store platform directly into Unity's In-App Purchasing SDK. The integration allows game developers to launch and manage secure, branded web stores across multiple platforms within their existing Unity workflow. The collaboration is designed to streamline global payments, compliance, and fraud prevention for games monetized outside traditional app stores. Unity Software, trading at $42.34, sits at an interesting point...
NYSE:MSCI
NYSE:MSCICapital Markets

MSCI (MSCI) Valuation Check As SimCorp Partnership Expands And Digital Asset Index Policy Holds

MSCI (MSCI) is back in focus after expanding its SimCorp partnership to simplify private market data access for buy side firms, while also keeping digital asset treasuries eligible within its global index frameworks. See our latest analysis for MSCI. These moves on private market data and digital asset treasuries come as MSCI trades at US$589.76, with an 8.75% 90 day share price return and a 57.04% five year total shareholder return that points to momentum built over the longer term, even as...
NYSE:MO
NYSE:MOTobacco

How Altria’s Revenue and Margin Miss Will Impact Altria Group (MO) Investors

Altria Group recently reported a quarterly revenue decline of 1.7% year on year, missing analyst expectations on both sales and gross margins and signaling a softer period for its core tobacco operations. The results also showed Altria lagging peers in the broader beverages, alcohol and tobacco space, raising questions about its relative competitive position within the industry. Next, we’ll explore how this earnings miss on revenue and gross margins may influence Altria’s investment...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

How Investors May Respond To Tilray Brands (TLRY) Expanding Its European Medical Cannabis Platform Through Italy

Tilray Medical, a division of Tilray Brands, recently rebranded its Italian unit as Tilray Medical Italia and expanded its portfolio of EU-GMP certified medical cannabis flowers and oils, supported by a distribution and physician-focused partnership with Molteni Farmaceutici under Italian Ministry of Health regulations. This move aligns with Tilray’s effort to build a unified global medical cannabis platform, alongside recent record quarterly revenue driven by international medical cannabis...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics (VKTX) Is Down 5.0% After Phase 2 VK2735 Data And Phase 3 Updates – Has The Bull Case Changed?

In January 2026, Viking Therapeutics reported published Phase 2 VENTURE trial data for its dual GLP-1/GIP agonist VK2735, showing statistically significant weight loss in people with obesity and a generally mild to moderate side-effect profile. The update also confirmed full enrollment of the large VANQUISH-1 Phase 3 obesity trial, ongoing VANQUISH-2 in type 2 diabetes, and a separate maintenance dosing study that could shape how VK2735 is used long term if approved. We’ll now examine how...
NYSE:CNC
NYSE:CNCHealthcare

Will Expanded Palliative and Foster Care Initiatives Reshape Centene’s (CNC) Value Proposition in Medicaid?

Tuesday Health and Centene’s Buckeye Health Plan recently launched an expanded palliative care partnership in Ohio, while Centene’s Superior HealthPlan designated new Foster Care Centers of Excellence in Texas to enhance support for children and youth in foster care. Together, these initiatives underscore Centene’s emphasis on specialized, coordinated care for highly vulnerable populations across Medicaid, Medicare Advantage, and dual-eligible programs. We’ll now examine how Centene’s focus...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Genentech Licensing Deal and Guggenheim Reaffirmation Could Be A Game Changer For Structure Therapeutics (GPCR)

Earlier in January 2026, Guggenheim reaffirmed its positive view on Structure Therapeutics, pointing to increased confidence in its oral obesity drug aleniglipron and progress on the early-stage candidate ACCG-2671. Guggenheim also highlighted Structure Therapeutics’ licensing deal with Genentech, which includes a US$100,000,000 upfront payment and potential royalties, underscoring external validation of its pipeline. Next, we’ll examine how Guggenheim’s confidence in aleniglipron’s...
NYSE:CRI
NYSE:CRILuxury

Assessing Carter’s (CRI) Valuation After A Recent Share Price Pullback And Mixed Return Profile

Short term move in context Carter's (CRI) has pulled back around 5.6% over the past day, even though the stock has shown a gain over the past month and the past 3 months. This has prompted some investors to reassess the recent move. See our latest analysis for Carter's. At a share price of $35.66, Carter's recent 5.6% one day pullback comes after a 30 day share price return of 12.46% and a year to date share price return of 7.41%. The 1 year total shareholder return of 31.08% and 5 year total...
NYSE:RITM
NYSE:RITMMortgage REITs

A Look At Rithm Capital (RITM) Valuation After Fresh Buy Ratings And Paramount Group Acquisition

Recent Buy ratings from UBS and Piper Sandler put fresh attention on Rithm Capital (RITM). Analysts highlight its asset management earnings potential and acquisition driven expansion, including the completed purchase of Paramount Group. See our latest analysis for Rithm Capital. Rithm’s recent analyst attention comes after a period where the 90 day share price return of 8.47% and year to date share price return of 7.29% sit alongside a 1 year total shareholder return of 14.00% and 5 year...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Nextpower Arabia Joint Venture Brings MENA Solar Tracker Growth Story Closer

Nextpower (NasdaqGS:NXT) has formed a joint venture with Abunayyan Holding to create Nextpower Arabia. The partnership includes a new large scale solar tracker manufacturing facility in Saudi Arabia to serve the Middle East and North Africa. The move expands Nextpower's presence into MENA, with a focus on localized production of solar tracking technology. For you as an investor, this places Nextpower directly in one of the most active regions for large utility scale solar projects. The...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Is Dave (DAVE) Using Its New AI Board Voice To Reframe Its Fintech Moat?

Dave Inc. recently appointed Meta Vice President of Engineering Nima Khajehnouri to its Board of Directors and Audit Committee, while reshuffling several board leadership roles following the departure of director Imran Khan. The addition of a senior AI and data engineering leader from major technology companies highlights Dave’s push to deepen its technical governance as it expands its digital banking capabilities. Next, we’ll examine how Khajehnouri’s AI expertise and the broader board...
NYSE:PRKS
NYSE:PRKSHospitality

Is It Time To Reassess United Parks & Resorts (PRKS) After Recent Share Price Weakness?

Wondering whether United Parks & Resorts at around US$37.49 is a bargain or a value trap right now? This article walks through what the current price might be telling you about the stock. The share price is up 5.3% over the last month and 3.5% year to date, but that sits against a 27.6% decline over the last year and a 40.2% decline over three years, which may have shifted how investors see both risk and potential reward. Recent coverage around United Parks & Resorts has highlighted the...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Trump Housing Push Puts Fannie Mae Policy Role Under Fresh Scrutiny

President Trump has directed Federal National Mortgage Association (OTCPK:FNMA) to purchase up to US$200b in mortgage backed securities as part of a wider housing push. The administration is also pursuing steps to lower mortgage rates, restrict large institutional buyers of single family homes, and allow 401(k) funds to be used for down payments. These actions and proposals mark a significant shift in U.S. housing policy with direct implications for Fannie Mae and the broader mortgage...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

How Investors Are Reacting To Trump Media (DJT) Blending Shelf Registration With Crypto-Based Shareholder Rewards

Trump Media & Technology Group has filed a US$189 million shelf registration for 13,836,215 common shares tied to an employee stock ownership plan and previously announced a shareholder digital token initiative with Crypto.com, granting non-cash, non-equity perks to holders of at least one DJT share as of February 2, 2026. This blend of traditional equity issuance capacity and blockchain-based shareholder rewards highlights Trump Media’s attempt to intertwine capital markets access with a...
NYSE:EL
NYSE:ELPersonal Products

How Investors Are Reacting To Estée Lauder Companies (EL) Trade Secret Lawsuit Over Hotel Beauty Tech

In January 2026, Nomi Beauty sued Estée Lauder Companies, alleging the cosmetics group misused its hotel-focused beauty technology, breached contracts, and improperly launched rival programs using Nomi’s trade secrets across multiple countries. The lawsuit, which seeks compensatory, punitive, and triple damages, raises questions about Estée Lauder’s approach to partnerships, innovation sourcing, and legal risk management. We’ll now examine how these trade secret and contract dispute...
NasdaqCM:NKSH
NasdaqCM:NKSHBanks

National Bankshares (NKSH) Margin Improvement Challenges Longstanding Bearish Earnings Narrative

National Bankshares (NKSH) just wrapped up FY 2025 with fourth quarter total revenue of US$15.9 million and basic EPS of US$0.92, alongside net income of US$5.9 million. Trailing twelve month figures show revenue of US$55.6 million and EPS of US$2.49. Over the last few quarters, revenue has gone from US$12.3 million in Q4 2024 to US$15.9 million in Q4 2025, with basic EPS shifting from US$0.48 to US$0.92 across the same period. Trailing EPS moved from US$1.24 to US$2.49 as net profit margin...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Does Acer’s Patent Suit and T-Satellite Push Signal a Turning Point for T-Mobile’s (TMUS) Edge?

Acer has filed patent infringement lawsuits in the U.S. District Court for the Eastern District of Texas against AT&T, Verizon, and T-Mobile, seeking compensation over six U.S. patents related to cellular networking after prolonged but unsuccessful licensing talks. At the same time, T-Mobile is highlighting innovations such as its T-Satellite emergency connectivity service and a more personalized customer-service approach, underscoring how legal friction and service differentiation are...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation After Soft Earnings And Weaker Forward Guidance

Why Nutanix (NTNX) is back in focus after its latest earnings Nutanix (NTNX) is in the spotlight after reporting Q3 revenue growth of 13.5% year on year, which came in 0.9% below analyst expectations, alongside weaker guidance for the next quarter and full year. The company also issued the softest revenue outlook versus peers. This has sharpened attention on how its hybrid multicloud and hyperconverged infrastructure business might balance growth ambitions with investor expectations around...
NYSE:STT
NYSE:STTCapital Markets

The Bull Case For State Street (STT) Could Change Following Its New Qatar Custody Alliance With QNB

Earlier this month, State Street Corporation and QNB Group announced a cooperation agreement at the World Economic Forum to create a new custody servicing model in Qatar, combining State Street’s global asset-servicing capabilities with QNB’s local market expertise and regulatory approvals. By linking State Street’s trillions in global assets under custody with QNB’s regional custody platform, the alliance positions both institutions to play a larger role in Qatar’s evolving financial market...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Is Analyst Optimism on Axon’s Software Pivot Amid Q4 Earnings Pressure Altering The Investment Case For Axon Enterprise (AXON)?

Axon Enterprise, Inc. recently drew attention ahead of its now-past fiscal Q4 2025 earnings release, as analysts projected a shift from a prior-year profit to a per-share loss and sharply lower quarterly earnings. Despite the expected earnings pressure, Wall Street and research firms have highlighted Axon’s evolution into a software-first public safety platform with growing recurring revenue and AI-enabled products, keeping sentiment broadly positive. We’ll now examine how this upbeat...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Should Corpay's (CPAY) Board Refresh and Corpay Complete Push Require Action From Investors?

Corpay, Inc. recently appointed London-based David Bunch, a senior Shell PLC executive with extensive global mobility and convenience experience, to its Board of Directors and scheduled a February 4, 2026 call to discuss its fourth quarter and full-year 2025 results. Alongside this board refresh, Corpay is highlighting its Corpay Complete platform, which targets the persistent gap between finance automation ambitions and manual payment and expense workflows. We’ll now examine how Corpay’s...
NasdaqGM:ISTR
NasdaqGM:ISTRBanks

Investar Holding (ISTR) Margin Expansion Reinforces Bullish Profitability Narratives

Investar Holding (ISTR) has wrapped up FY 2025 with fourth quarter revenue of US$23.5 million and EPS of US$0.55, set against trailing twelve month revenue of US$93.6 million and EPS of US$2.22 that point to a solidly profitable year. The company has seen revenue move from US$86.3 million and EPS of US$2.06 on a trailing basis at the end of Q4 2024 to US$93.6 million and EPS of US$2.22 by Q4 2025, with net profit margin over the last year at 24.5% compared to 23.5% previously. With earnings...
NYSE:RKT
NYSE:RKTDiversified Financial

Rocket Companies Rides Tech First Mortgages And Social Buzz As Rates Ease

Rocket Companies (NYSE:RKT) is gaining traction as a tech first mortgage platform and is drawing increased attention on social media, including TikTok. The company is being discussed as a modern alternative to traditional lenders as mortgage rates have recently fallen and homebuying demand has picked up. These developments come as consumers show more interest in digital, app based solutions for major financial decisions such as home purchases. For you as an investor, the interest around...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

A Look At iQIYI (IQ) Valuation After CFO Resignation And Strong Content Performance News

iQIYI (IQ) is back on traders’ radar after the immediate resignation of long-time CFO Jun Wang, the appointment of interim finance head Ying Zeng, and new headlines on content performance and international viewership. See our latest analysis for iQIYI. The CFO change and strong content headlines have arrived after a mixed run for shareholders, with a 7 day share price return of 4.9% and a 1 month share price return of 7.1%, but a 1 year total shareholder return decline of 8.7% and a 5 year...