NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS) Valuation Check as It Launches Automotive‑Qualified Haptic Solutions

Cirrus Logic (CRUS) is pushing deeper into autos, unveiling its first AEC Q100 qualified closed loop haptic drivers for car interiors. This marks a strategic step beyond its traditional smartphone focused haptics franchise. See our latest analysis for Cirrus Logic. The timing looks interesting, with the share price at $121.14 and a strong year to date share price return of 21.86 percent suggesting investors are starting to price in new growth drivers. The three year total shareholder return...
NasdaqGS:OS
NasdaqGS:OSSoftware

OneStream (OS): Reassessing Valuation After Strong Q3, New BTIG Coverage, and Expanded Microsoft AI Partnership

OneStream (OS) just caught investors attention after a packed update that combined upbeat Q3 results, fresh BTIG coverage, a deeper Microsoft AI partnership, and leadership changes that reshape its 2026 roadmap. See our latest analysis for OneStream. Those upbeat Q3 numbers and the Microsoft AI tie up appear to be stabilizing sentiment, with a 7 day share price return of 3.83 percent helping offset a still weak year to date share price return of 34.82 percent and a 1 year total shareholder...
NYSE:CSW
NYSE:CSWBuilding

Is It Too Late To Consider CSW Industrials After Its 164.2% Three Year Surge?

If you have been wondering whether CSW Industrials at around $305 a share is still worth buying after its big run over the years, you are not alone and this article is going to unpack exactly what you are paying for. The stock has cooled off slightly in the last week with a -4.1% move, but that comes after a strong 25.9% jump over the last month and a powerful 164.2% gain over three years, even though it is still down -14.3% over the past year and -13.0% year to date. Recent headlines around...
NYSE:UI
NYSE:UICommunications

Is It Too Late to Consider Ubiquiti After Its 2025 Share Price Surge?

For investors wondering whether Ubiquiti is still worth considering after such a large run-up, or if the easy money has already been made, this section will break down what the current price really implies. The stock has crept up another 0.6% over the last week, 5.5% over the past month, and is now up 67.5% year to date and 65.4% over the last year, with gains of 115.2% over 3 years and 117.5% over 5 years. Much of this strength has been associated with ongoing enthusiasm around Ubiquiti’s...
NasdaqCM:ARQQ
NasdaqCM:ARQQSoftware

Is Arqit Quantum’s (ARQQ) Shrinking Losses Hiding a Slower-Burn Commercial Strategy?

In December 2025, Arqit Quantum Inc. reported full-year results showing sales of US$530,000, a reduced net loss of US$35.34 million, and significantly lower losses per share compared with the prior year. The company also issued fiscal 2026 guidance targeting about US$1.20 million in revenue, giving investors a clearer view of its commercial progress in quantum encryption. Next, we’ll examine how Arqit’s sharply reduced losses and modest 2026 revenue target shape the company’s evolving...
NYSE:LNG
NYSE:LNGOil and Gas

Assessing Cheniere Energy (LNG) Valuation After Analyst Support and Growing Global LNG Demand

Cheniere Energy (LNG) is back in the spotlight after Wells Fargo reiterated its buy rating, and Jim Cramer once again praised the company’s yield and role as the largest United States LNG exporter. See our latest analysis for Cheniere Energy. Those upbeat calls land against a choppy backdrop, with Cheniere’s 1 month share price return of about minus 9 percent and 3 month share price return of roughly minus 18 percent following Q3 earnings. Even so, its 5 year total shareholder return of more...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

Assessing XPEL (XPEL)’s Valuation After Big Capex Plans, Insider Buying, and Growing Margin Optimism

XPEL (XPEL) has announced an aggressive two-year capital spending plan of up to $150 million, and insiders are backing it with their own money, as six executives have recently bought shares. See our latest analysis for XPEL. The backdrop to this spending push is a stock that has caught a strong tailwind, with a 30 day share price return of 20.0 percent and a 90 day share price return of 54.0 percent. However, a three year total shareholder return of negative 13.7 percent shows that longer...
NYSE:JBL
NYSE:JBLElectronic

Does Jabil’s Raised AI-Driven 2026 Outlook Alter the Bull Case for JBL?

Earlier this week, Jabil Inc. reported first-quarter fiscal 2026 results, with sales rising to US$8,305 million and net income to US$146 million, alongside higher earnings per share and an increased full-year 2026 revenue outlook of US$32.40 billion. The company highlighted especially strong momentum in its Intelligent Infrastructure and AI-related businesses, and pointed to the planned Hanley Energy acquisition as a way to deepen its role in data center power and energy systems. We’ll now...
NYSE:QGEN
NYSE:QGENLife Sciences

Qiagen’s US$500 Million Synthetic Buyback Might Change The Case For Investing In Qiagen (QGEN)

In December 2025, QIAGEN announced it would return about US$500,000,000 to shareholders through a synthetic share repurchase that combines a direct capital repayment with a reverse stock split, aiming to cut its share count by roughly 5% by early January 2026. This move means QIAGEN will have already exceeded its pledge to return at least US$1.00 billion to shareholders by the end of 2028, and it is now considering further ways to increase shareholder returns from 2026 onward. We’ll now...
NYSE:SO
NYSE:SOElectric Utilities

Assessing Southern’s Valuation After Grid Investments and Long Term Cash Flow Outlook

If you are wondering whether Southern is still a sensible buy at around $85 a share, or if the best gains are already behind it, this is the right place to unpack what the current price really implies. Despite some recent choppiness, with the stock up 1.0% over the last week but down 4.2% over the past 30 days, Southern still sits modestly ahead year to date at 3.9%, with a 6.4% 1-year return and 32.6% and 72.3% gains over 3 and 5 years respectively. Recent headlines have focused on...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN): Reassessing Valuation After a Choppy Share Price Pullback and Ongoing Earnings Reset

Recent performance sets the stage Olin (OLN) has quietly slipped over the past week but is still up over the past month, a choppy setup that makes its longer slide this year more interesting for value minded investors. See our latest analysis for Olin. That recent pullback comes on top of a much steeper year to date share price decline, while multi year total shareholder returns remain deeply negative. This pattern signals fading momentum and persistent market skepticism about Olin’s earnings...
NYSE:ALLY
NYSE:ALLYConsumer Finance

How Ally’s New US$2 Billion Buyback and Board Shift Will Impact Ally Financial (ALLY) Investors

Earlier this month, Ally Financial Inc. announced a new share repurchase program of up to US$2.00 billion with no expiration date, alongside the retirement of long-serving director Marjorie Magner from its board. At the same time, multiple Wall Street firms upgraded their views on Ally, highlighting the buyback and an improving auto finance outlook as key supports for the company’s capital return and earnings profile. We’ll now explore how Ally’s freshly announced US$2.00 billion buyback may...