NasdaqGS:UPB
NasdaqGS:UPBBiotechs

Does Mizuho’s New Coverage of Upstream Bio (UPB) Reframe the Stock’s Risk‑Reward Narrative?

Earlier this week, Mizuho Securities analyst Joseph Catanzaro initiated coverage on Upstream Bio with a buy rating, signaling fresh Wall Street attention on the biotech name. This coverage launch brings Catanzaro’s recent track record, where fewer than half of his calls were successful but still generated an 8.5% average return, into focus for investors assessing the endorsement’s weight. Next, we’ll examine how this new Mizuho coverage and Catanzaro’s track record might influence Upstream...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Assessing DNOW’s Valuation After New Analyst Coverage Highlights Synergies From the MRC Global Combination

DNOW (DNOW) just landed on more investors' radar after Texas Capital’s Matthew Key initiated coverage, highlighting the company’s combined scale with MRC Global and the potential cash flow boost from cost synergies and cross selling. See our latest analysis for DNOW. That call out comes on the back of a $13.69 share price that has delivered a solid 8.82 percent 1 month share price return and an impressive 5 year total shareholder return of almost 100 percent. This suggests long term momentum...
NYSE:FN
NYSE:FNElectronic

Is Growing AI Photonics Focus Altering The Investment Case For Fabrinet’s Supply Chain Role (FN)?

In recent days, Susquehanna initiated coverage of Fabrinet with a Positive rating while investors focused on its role packaging and testing photonic modules that underpin AI data centers and advanced optical networking. This attention underscores how Fabrinet’s specialized photonic capabilities and expanding presence in AI server manufacturing are increasingly viewed as central to the AI hardware supply chain. We’ll now explore how this growing recognition of Fabrinet’s role in AI data...
NYSE:AORT
NYSE:AORTMedical Equipment

Assessing Artivion (AORT) Valuation After Analyst Upgrades and New On-X Valve Clinical Data

Artivion (AORT) climbed about 5% after positive analyst commentary related to its On-X mechanical heart valve, with new clinical studies indicating a potentially larger U.S. market and stronger demand among younger patients. See our latest analysis for Artivion. The latest enthusiasm around On-X comes on top of a strong run, with Artivion's share price up sharply this year and a three year total shareholder return of nearly 300 percent signaling sustained momentum rather than a one off...
NasdaqGS:EBC
NasdaqGS:EBCBanks

Eastern Bankshares (EBC): Taking a Fresh Look at Valuation After Recent Share Price Pullback

Eastern Bankshares (EBC) has quietly outperformed many regional peers, with the stock up about 12% over the past year and roughly 21% across the past 3 years, despite some recent weekly weakness. See our latest analysis for Eastern Bankshares. Despite a recent 1 week share price pullback, Eastern Bankshares still shows constructive momentum, with a roughly 8 percent 1 month share price return and solid double digit multi year total shareholder returns suggesting confidence in its growth and...
NYSE:SMR
NYSE:SMRElectrical

Does NuScale (SMR) Doubling Authorized Shares Hint At Strategic Flexibility Or Future Dilution Pressure?

NuScale Power Corporation disclosed that shareholders at a special meeting on December 16, 2025 approved an amendment to its Certificate of Incorporation, raising the authorized Class A common shares from 332,000,000 to 662,000,000 to support future financing and corporate needs. This shift nearly doubles NuScale’s potential equity issuance capacity, sharpening investor attention on how the company balances funding its capital‑intensive small modular reactor ambitions against dilution risk...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

H World Group (NasdaqGS:HTHT) Valuation Check After Strong Year-to-Date Share Price Rally

H World Group (NasdaqGS:HTHT) has quietly been rewarding patient shareholders, with the stock up about 51% year to date and roughly 27% over the past 3 months, outpacing many consumer-facing peers. See our latest analysis for H World Group. With the share price now around $49.12 and a robust 30 day share price return of 11.43%, H World’s recent momentum builds on an already strong year to date and solid multi year total shareholder returns. If H World’s steady climb has caught your eye, this...
NYSE:CTRI
NYSE:CTRIConstruction

Should Centuri’s US$4.3 Billion in 2025 Utility Awards and Renewals Require Action From CTRI Investors?

In December 2025, Centuri Holdings, Inc. announced it had secured nearly US$500 million in new customer awards and renewals across its core electric and gas infrastructure services, lifting year-to-date bookings to about US$4.30 billion. The mix of mostly new work, spanning large natural gas distribution, pipeline replacement, and substation upgrade projects in the U.S. and Canada, underscores Centuri’s role in supporting essential energy and telecom infrastructure. Next, we’ll examine how...
NasdaqGS:TYRA
NasdaqGS:TYRABiotechs

Tyra Biosciences (TYRA) Is Up 12.7% After Wedbush Highlights Pipeline Momentum And Leadership Refresh - What's Changed

In December 2025, Wedbush highlighted Tyra Biosciences’ advancing clinical pipeline, pointing to upcoming Phase 2 data in 2026 and a planned Phase 2 trial in upper tract urothelial carcinoma, while the company refreshed its leadership with new chief operating and regulatory officers. The combination of maturing late-stage programs and strengthened executive oversight underscores how Tyra is positioning itself to potentially move targeted therapies to market more efficiently. We’ll now...
NYSE:SF
NYSE:SFCapital Markets

How Record Client Assets and Elevated Activity Will Impact Stifel Financial (SF) Investors

Earlier in December, Stifel Financial reported selected operating results for November 2025, highlighting record total client assets and fee-based client assets, which rose 8% and 14% year over year on the back of strong adviser recruiting and market gains. Management also pointed to elevated Institutional Group client activity and voiced confidence in a strong fourth quarter despite the government shutdown, underscoring how Stifel’s recruitment push is translating into higher client...
NYSE:PFSI
NYSE:PFSIDiversified Financial

Will Strong Q3 Results and New Debt Issuance Change PennyMac Financial Services' (PFSI) Narrative?

PennyMac Financial Services, a U.S. mortgage finance company, recently reported Q3 2025 results that exceeded analyst expectations for earnings per share and revenue, while its subsidiary PennyMac Corp. priced US$75,000,000 of 8.500% exchangeable senior notes due 2029 to refinance existing debt and support general corporate needs. At the same time, fresh analyst coverage highlighting potential for steadier earnings alongside a backdrop of easing inflation and Treasury yields has improved...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

Does Piper Sandler’s Rate-Driven Thesis Recast WesBanco’s (WSBC) Core Earnings Story?

Piper Sandler previously initiated coverage on WesBanco (WSBC) with an Overweight rating, basing its view on expectations for lower short-term Federal Reserve rates, a modestly steeper yield curve, and a solid economic backdrop for bank credit and growth. This renewed analyst attention on WesBanco’s interest-rate sensitivity and earnings outlook has sharpened investor focus on how its business mix might respond to a changing rate cycle. We’ll now examine how Piper Sandler’s emphasis on...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

AnaptysBio (ANAB): Assessing an 8x Price-to-Sales Valuation After a Strong Share Price Run-Up

AnaptysBio (ANAB) has quietly turned into a strong momentum story, with the stock up about 3% on the day, roughly 9% over the past week, and more than 30% this month. See our latest analysis for AnaptysBio. Zooming out, that sharp 1 day and 30 day share price momentum sits on top of a powerful year to date share price return, while the 1 year total shareholder return shows that optimism has been building for some time. If AnaptysBio's surge has you rethinking your exposure to biotech, it...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Luckin’s Rapid Expansion And Premium Acquisition Talks Might Change The Case For Investing In LKNC.Y

In recent weeks, Luckin Coffee reported double-digit growth in store count, monthly active customers, same-store sales, and revenue, while also confirming it is in early-stage talks to acquire premium brands such as Nestlé’s Blue Bottle Coffee and the operator of % Arabica’s China business. This combination of rapid operational expansion and a potential move upmarket into premium coffee suggests Luckin is testing how far its model can stretch beyond low-priced, app-driven beverages. With...