NasdaqGS:TSAT
NasdaqGS:TSATTelecom

Telesat (NasdaqGS:TSAT): Rethinking Valuation After a Strong Multi‑Year Share Price Rally

Telesat (NasdaqGS:TSAT) has quietly turned into a strong performer, with the stock up around 73% this year and roughly 60% over the past year, even as earnings remain in the red. See our latest analysis for Telesat. At a share price of $29.11, Telesat’s 16.95% 30 day share price return and 3 year total shareholder return of 358.43% suggest investors are steadily repricing its long term potential despite recent volatility. If Telesat’s surge has you rethinking what could move next, this might...
NasdaqCM:DGNX
NasdaqCM:DGNXSoftware

Diginex (DGNX): Reassessing Valuation After a 37% Pullback and 604% Year‑to‑Date Surge

Diginex (DGNX) has quietly slid about 37% over the past month, even as its year to date return stays positive. That pullback is making some investors revisit the ESG software specialist’s long term story. See our latest analysis for Diginex. That steep slide contrasts sharply with Diginex’s 604% year to date share price return. This suggests momentum has cooled for now as the market reassesses both growth potential and execution risk at around $6.60 per share. If Diginex’s sharp swings have...
NasdaqGS:MIST
NasdaqGS:MISTPharmaceuticals

Milestone Pharmaceuticals (MIST) Is Down 16.3% After First-in-Decades At-Home PSVT Drug Approval - Has The Bull Case Changed?

Milestone Pharmaceuticals recently received U.S. Food and Drug Administration approval for CARDAMYST (etripamil) nasal spray, its first commercial product for at-home conversion of acute symptomatic paroxysmal supraventricular tachycardia (PSVT) to sinus rhythm in adults, with retail availability targeted for early 2026. This is the first new FDA-approved PSVT treatment in over 30 years and introduces a self-administered, out-of-hospital option for more than two million affected Americans,...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Is Analyst Upgrades Amid Insider Sales Altering The Investment Case For GigaCloud Technology (GCT)?

Earlier this month, GigaCloud Technology Inc. presented at the 14th Annual ROTH Deer Valley Event in Utah, with President Iman Schrock outlining the company’s B2B e-commerce and logistics model for institutional investors. At the same time, the company has drawn heightened attention as analysts have raised full-year earnings estimates and assigned it a top Zacks Rank, even as insider share sales continue under pre-arranged trading plans. With analysts lifting earnings forecasts and assigning...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Electronic Arts (EA): Has 2024’s 40% Share Price Climb Left the Stock Overvalued?

Electronic Arts (EA) shares have quietly ground higher this year, and with the stock now around 40% up year to date, investors are asking whether the move is justified by fundamentals. See our latest analysis for Electronic Arts. That climb has not been a sudden squeeze so much as a steady rerating, with a strong 90 day share price return supporting the year to date surge, while multi year total shareholder returns show momentum has been building rather than fading. If EA’s run has you...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Harmony Biosciences (HRMY): Evaluating Valuation After New EPX-100 Phase 3 Data and Beacon Biosignals Collaboration

Harmony Biosciences Holdings (HRMY) just gave investors two fresh reasons to pay attention, encouraging Phase 3 extension data for EPX-100 in Dravet syndrome and a new EEG focused collaboration with Beacon Biosignals that sharpens its late stage trial readouts. See our latest analysis for Harmony Biosciences Holdings. Investors seem to be leaning back toward Harmony, with the recent clinical wins arriving alongside a roughly 14 percent 1 month share price return and a still negative 3 year...
NYSE:CE
NYSE:CEChemicals

How Celanese’s New ISCC-Certified Low-Carbon POM ECO-C Offering Will Impact Celanese (CE) Investors

Celanese Corporation recently reported that it achieved International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at Frankfurt, Germany, and Bishop, Texas, supported by its carbon capture and utilization investment at the Fairway Methanol joint venture in Clear Lake, Texas. This move not only extends Celanese’s leadership in lower-carbon engineering plastics, but also embeds product-level carbon transparency into...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Large-Scale Debt Refinancing And Pipeline Optimism Might Change The Case For Investing In Bausch + Lomb (BLCO)

Bausch + Lomb Corporation recently allocated a US$2.80 billion tranche of new term B loans to refinance existing facilities, lowering interest margins and pushing all the affected debt maturities out to January 15, 2031. At the same time, upbeat analyst commentary highlighting Bausch + Lomb’s ophthalmology pipeline and efficiency efforts has reinforced the potential benefits of its cleaner, longer-dated debt profile. Next, we’ll examine how this large-scale refinancing, combined with a...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

Is Record Earnings And a Dividend Waiver Altering The Investment Case For TFS Financial (TFSL)?

TFS Financial recently reported record fiscal 2025 earnings of US$91 million, a 14.3% increase from the prior year, supported by improved net interest margins and higher mortgage and home equity originations, while also declaring a quarterly cash dividend of US$0.2825 per share that its mutual holding company chose to forgo. Director Anthony Asher’s purchase of 1,439 shares, alongside the dividend waiver by the mutual holding company, underscores internal confidence and a capital allocation...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

Does First Citizens BancShares' (FCNC.A) Revenue Beat Hint At A More Durable Core Franchise?

In the past few days, First Citizens BancShares reported revenue that was flat year over year but still came in about 1.7% ahead of analyst expectations, alongside a narrow beat on net interest income estimates. This outcome suggests the bank’s core lending and deposit franchise may be holding up better than anticipated, even without headline revenue growth. Next, we’ll examine how beating revenue and net interest income expectations could influence First Citizens BancShares’ broader...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group (KNSL): Valuation Check After New Share Repurchase Authorization and Relaxed Debt Covenants

Kinsale Capital Group (KNSL) just paired a fresh $250 million buyback authorization with amended debt covenants that loosen limits on shareholder payouts, signaling management’s confidence in both the balance sheet and the stock’s current valuation. See our latest analysis for Kinsale Capital Group. The fresh buyback firepower lands after a rough patch, with the share price down around 15% year to date and the 1 year total shareholder return off more than 20%. Yet longer term holders still...
NasdaqGM:VERI
NasdaqGM:VERISoftware

Can Veritone’s (VERI) New Public-Sector AI Deals Deepen Its Justice and Safety Moat?

In early December 2025, Veritone, Inc. announced new public-sector collaborations and deployments, including integrating its iDEMS suite into Strategic Communications’ JPS TRUST program and partnering with Armada to deliver an edge-to-enterprise AI data fabric running on private AWS and Azure environments. These moves deepen Veritone’s role in AI-driven digital evidence and unstructured data management, potentially widening its reach across justice, public safety, federal, and commercial...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

Alarm.com (ALRM): Valuation Check After New Video Intercom Launch and Everon Commercial Alliance

Alarm.com (ALRM) just rolled out a low cost Video Intercom Mobile Directory and expanded its commercial footprint through a new Everon alliance, developments that quietly strengthen the stock’s long term smart security narrative. See our latest analysis for Alarm.com Holdings. Despite these product and partnership wins, Alarm.com Holdings’ share price has drifted lower this year, with a negative year to date share price return and a weak one year total shareholder return. This suggests...
NYSE:NABL
NYSE:NABLSoftware

Do Rising EPS Estimates Reveal a Turning Point in N-able’s Cyber Resilience Story (NABL)?

In recent days, analysts have become more optimistic about N-able, lifting earnings per share estimates and assigning the company a Zacks Rank #2 (Buy), which places it among the stronger names on earnings revision trends. This shift highlights how improving expectations for N-able’s profit outlook are increasingly shaping how the market views its long-term earnings potential. Next, we’ll examine how this wave of upward earnings revisions may influence N-able’s investment narrative built...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Is Rumble (RUM) Turning Influencer Boxing Into a Credible Subscription Growth Strategy?

Rumble announced it had exclusively livestreamed the Misfits Boxing event “MF Mania - The Fight Before Christmas” on 20 December 2025 via Rumble Premium, featuring influencer and former professional kickboxer Andrew Tate against Netflix star and former professional football player Chase DeMoor, with access tied to an annual subscription. This move turns a single high-profile bout into a test case for whether marquee influencer events can accelerate adoption of Rumble’s paid, ad-free...
NYSE:KSS
NYSE:KSSMultiline Retail

Kohl’s (KSS) Valuation Check After Third-Quarter Earnings Beat and Upgraded Analyst Outlook

Kohl's (KSS) just surprised the market with a stronger than expected third quarter, topping revenue and earnings forecasts and sending the stock sharply higher as investors reassess what this retailer is really worth. See our latest analysis for Kohl's. That upbeat quarter is now feeding into a powerful rebound story, with a roughly 37% 1 month share price return and a 67.8% 1 year total shareholder return suggesting momentum is clearly rebuilding around Kohl's turnaround efforts. If this...
NasdaqGS:DHC
NasdaqGS:DHCHealth Care REITs

Assessing Diversified Healthcare Trust (DHC)’s Valuation as Its 2025 Portfolio and Balance Sheet Plan Takes Shape

Diversified Healthcare Trust (DHC) just laid out a 2025 game plan centered on selling non core properties, targeting $625 million to $635 million in proceeds to chip away at debt and recycle capital. See our latest analysis for Diversified Healthcare Trust. That renewed focus on pruning non core assets comes after a big recovery in sentiment, with the share price now at $4.82 and a year to date share price return of 112.33%, while the three year total shareholder return of 692.17% shows how...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Casey’s General Stores (CASY) Valuation Check After Strong Earnings, 2026 Guidance, Expansion Plans and Buybacks

Casey's General Stores (CASY) just delivered another quarter of earnings growth, powered by stronger prepared food and beverage sales and better grocery margins, and paired that with upbeat 2026 guidance and continued capital returns. See our latest analysis for Casey's General Stores. The latest earnings beat, upbeat 2026 guidance, store expansion plans, and steady buybacks help explain why Casey's 2025 year to date share price return sits around 40%, while its five year total shareholder...
NYSE:AX
NYSE:AXBanks

Taking Stock of Axos Financial (AX): Reassessing Valuation After Fresh Analyst Upgrades and Improving Sentiment

Axos Financial (AX) has been catching more positive attention lately, with fresh upgrades from research services like Zacks and IBD highlighting its value profile and improving price performance relative to other bank stocks. See our latest analysis for Axos Financial. That improving sentiment seems to be feeding into the price action, with a roughly 9 percent 1 month share price return and a 25 percent year to date share price gain, alongside a powerful 3 year total shareholder return above...
NYSE:CTS
NYSE:CTSElectronic

CTS (CTS) Valuation Check as Sales and Earnings Slide for a Second Year

CTS (CTS) has drifted back into the spotlight as two years of slipping sales and earnings, roughly 3% annually on both, force investors to reassess how durable its sensor and actuator franchise really is. See our latest analysis for CTS. Even so, the recent 90 day share price return of 7.46% at a $44.52 share price contrasts with a 1 year total shareholder return of negative 19.74%. This hints that near term momentum is improving even as longer term holders remain underwater. If CTS’s mixed...
NYSE:SKT
NYSE:SKTRetail REITs

How an Earnings-Estimate Driven Zacks Upgrade At Tanger (SKT) Has Changed Its Investment Story

Recently, Tanger was upgraded to a Zacks Rank #2 (Buy) after analysts raised their earnings estimates, signaling improved expectations for the outlet-focused REIT. This shift in earnings outlook highlights how changing perceptions of Tanger’s underlying business momentum can quickly influence how investors view the company’s prospects. We’ll now examine how this upgrade, driven by improving earnings estimates, may reshape Tanger’s existing investment narrative and outlook. Rare earth metals...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Coca-Cola Consolidated (COKE): Valuation Check After Securing $1.35 Billion in New Term Loan Facilities

Coca-Cola Consolidated (COKE) just lined up $1.35 billion in new senior unsecured term loans with Wells Fargo and others, refinancing a short term bridge facility and opening fresh room for shareholder friendly uses. See our latest analysis for Coca-Cola Consolidated. The financing news lands after a powerful run, with the latest $162.97 share price coming off a 90 day share price return of 37.49 percent and a five year total shareholder return of 545.35 percent, suggesting momentum remains...