NYSE:KKR
NYSE:KKRCapital Markets

KKR (KKR): Evaluating Valuation Following Strategic Sallie Mae Student Loan Acquisition

KKR (NYSE:KKR) has entered a multi-year partnership with Sallie Mae to purchase over $6 billion in private student loans. This move signals a strategic expansion into the private credit market at a time when federal participation in student lending is declining. See our latest analysis for KKR. Recent months have seen KKR in the headlines for several high-profile moves, including new buyback updates, quarterly earnings growth, participation in major fintech partnerships, and talks around...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

A Look at American Electric Power’s (AEP) Valuation Following Ohio’s Approval of Data Center Cost-Sharing Plan

The Public Utilities Commission of Ohio has just approved a proposal by American Electric Power Company (AEP) to require large data center customers to cover a minimum of 85% of their subscribed energy use. This marks a clear shift in how AEP approaches cost recovery for expanding grid needs, particularly as demand from data centers increases. See our latest analysis for American Electric Power Company. AEP’s share price has steadily climbed in 2025, up 31.9% year-to-date, as the company...
NYSE:THR
NYSE:THRElectrical

Is Thermon Group Holdings (THR) Still Undervalued After Latest Revenue and Profit Growth?

Thermon Group Holdings (THR) just announced its latest quarterly results, showing year-on-year growth in both revenue and net income. This kind of operational progress often draws attention from investors who are tracking the company’s trajectory. See our latest analysis for Thermon Group Holdings. Momentum has really picked up for Thermon Group Holdings lately, with a 33.2% share price return over the past month and 36.4% over the last three months. This was capped by solid quarterly growth...
NYSE:HIMS
NYSE:HIMSHealthcare

Will Hims & Hers Health's (HIMS) Lab Partnership Shape Its Path to Recurring Revenue Leadership?

Earlier this month, Hims & Hers Health announced the launch of Labs, a direct-to-consumer laboratory testing platform in partnership with Quest Diagnostics, offering customers affordable access to over 120 biomarker tests and doctor-developed action plans for proactive health management. This move not only strengthens the company's personalized healthcare offerings but also signals a shift toward preventative care solutions in an evolving digital health landscape. Next, we'll explore how...
NYSE:AMRC
NYSE:AMRCConstruction

Could Ameresco’s (AMRC) Community Project Wins Reveal a Broader Edge in Clean Energy Execution?

Ameresco and Klickitat Valley Health recently broke ground on two new clean energy projects at a community hospital in Washington, featuring a ground source heat pump system and a 375-kilowatt solar carport funded by state grants to help lower energy costs and improve sustainability. This partnership highlights Ameresco's ability to lead multifaceted infrastructure projects that deliver significant utility savings and support broader state climate initiatives. We'll examine how Ameresco’s...
NYSE:FUL
NYSE:FULChemicals

Evaluating H.B. Fuller (FUL): Is the Recent Pullback a Value Opportunity for Investors?

Shares of H.B. Fuller (FUL) have edged lower recently, catching investors’ attention with a mild pullback of around 2% over the past month. Investors may be pondering what is behind the current movement and where value now stands. See our latest analysis for H.B. Fuller. This recent pullback in H.B. Fuller’s share price is part of a broader trend, following a challenging year that saw the one-year total shareholder return fall over 23%. While the recent dip hints at waning momentum in the...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

FuboTV (FUBO): Evaluating Valuation After Earnings Beat and Channel Store Launch

FuboTV (FUBO) just released its third quarter results, delivering a much smaller net loss than last year and turning a profit for the first nine months. Following its earnings report, the company introduced the Fubo Channel Store, its latest move to broaden subscriber options and streamline access to premium content. See our latest analysis for fuboTV. After surging over 150% year to date, fuboTV’s share price has cooled slightly in recent weeks, despite standout milestones like its narrowed...
NYSE:CAG
NYSE:CAGFood

Is Conagra Brands (CAG) Undervalued? A Fresh Look at the Food Giant’s Latest Valuation

Conagra Brands (CAG) shares have drifted over the past month, slipping about 6% even as the broader packaged foods sector saw mixed trading. Investors are sifting through recent financials and considering the company's shifting margins. See our latest analysis for Conagra Brands. While Conagra Brands has faced pressure, with a year-to-date share price return of -36.94% and a 1-year total shareholder return of -30.14%, short-term momentum shows early signs of stabilizing due to modest recent...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Photronics (PLAB): Exploring Valuation as Investor Sentiment Shifts After Recent Share Price Movement

Photronics (PLAB) shares have seen some movement lately following recent trading activity. The stock’s price drifted lower over the past month, which has prompted investors to revisit how the company’s fundamentals stack up and what might be driving sentiment. See our latest analysis for Photronics. Photronics’ share price has lost ground recently, echoing a cautious mood from investors, but that comes after an impressive few years. The current 1-year total shareholder return stands at...
NasdaqGM:CVAC
NasdaqGM:CVACBiotechs

A Closer Look at CureVac (NasdaqGM:CVAC) Valuation Following Recent Share Price Pullback

CureVac (NasdaqGM:CVAC) shares have seen notable shifts recently, prompting investors to look closer at the stock's fundamentals and recent performance. The conversation now centers on how underlying business trends might impact its future trajectory. See our latest analysis for CureVac. After a year of sharp rises, CureVac’s share price has pulled back slightly this month, but it remains up 53% year-to-date. That momentum has fueled a stellar 1-year total shareholder return of 108%, a...
NYSE:LMT
NYSE:LMTAerospace & Defense

A Look at Lockheed Martin’s Valuation After Mk21A Contract Boost and F-35 Order Uncertainties

Lockheed Martin (LMT) has been in the spotlight after news broke of a $454 million increase to its Mk21A Reentry Vehicle contract, bringing the total value to $1.48 billion. At the same time, a potential F-35 fighter jet sale to Saudi Arabia is facing hurdles due to security concerns flagged by the Pentagon. This development adds a layer of geopolitical complexity for investors to watch. See our latest analysis for Lockheed Martin. Lockheed Martin’s share price has been a bit of a...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

American Homestar Acquisition Could Be a Game Changer for Cavco Industries (CVCO)

Recently, Cavco Industries announced the acquisition of American Homestar, reported strong Q2 revenue growth with financial services profitability, and appointed Lisa L. Daniels to its Board of Directors, while Director Richard Kerley sold 500 shares. By expanding its manufacturing and retail footprint and strengthening its Board leadership, Cavco appears focused on both operational growth and long-term strategic direction. We'll explore how the American Homestar acquisition underpins...
NYSE:WTM
NYSE:WTMInsurance

White Mountains Insurance Group (WTM): Examining Valuation Following Increased Short Interest and Mixed Quarterly Results

White Mountains Insurance Group (WTM) has landed in the spotlight following a jump in short interest alongside its latest earnings results. The company reported higher year-over-year revenue, but lower net income and earnings per share. See our latest analysis for White Mountains Insurance Group. White Mountains Insurance Group’s share price has climbed 9.1% over the past three months, suggesting momentum is quietly building despite only a modest 1-year total shareholder return of 0.4%. The...
NYSE:LTC
NYSE:LTCHealth Care REITs

Does Recent Acquisition Activity Signal a Good Entry Point for LTC Properties in 2025?

Ever wonder if LTC Properties is actually a bargain, or if today's price is just smoke and mirrors? Let's dive beneath the surface and see what the numbers are telling us. Recently, the stock has shown modest gains, up 2.4% this month and 6.0% year-to-date. This hints at growing investor optimism or shifting risk sentiment. LTC Properties has been in the headlines with a series of strategic property acquisitions and updates on portfolio diversification. These actions have generated...
NYSE:INSW
NYSE:INSWOil and Gas

Is International Seaways' (INSW) Supplemental Dividend a Strategic Signal Amid Softer Earnings?

On November 5, 2025, International Seaways, Inc. announced a supplemental cash dividend of US$0.74 per share and affirmed a regular quarterly dividend of US$0.12 per share, both payable on December 23, 2025 to shareholders recorded by December 9, 2025, following its third-quarter earnings release. This move to reward shareholders with both a supplemental and regular dividend comes despite the company reporting year-over-year declines in revenue, net income, and earnings per share for the...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Paramount Skydance (PSKY): Assessing Valuation After Recent Strong Share Price Gains

Paramount Skydance (PSKY) has been drawing attention lately as its stock performance seesaws over the past month. Investors are weighing recent developments and the company’s financial health to determine where the value truly lies. See our latest analysis for Paramount Skydance. Paramount Skydance’s share price has climbed an impressive 48.20% so far this year, despite a recent dip of 6.50% over the past month. Its one-year total shareholder return stands at 46.93%. Momentum has been robust...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

Should Rising Earnings and Share Buybacks Influence CorVel's (CRVL) Capital Allocation Narrative?

CorVel Corporation recently reported second quarter and six-month financial results showing increases in sales, net income, and earnings per share compared to the prior year, and continued its share buyback program with the repurchase of 143,440 shares for US$12.8 million completed in September 2025. Additionally, CorVel filed a shelf registration for 1,775,459 shares valued at approximately US$134 million for an ESOP-related offering, highlighting ongoing capital management activities by...
NYSE:TSM
NYSE:TSMSemiconductor

A Fresh Look at TSMC’s (NYSE:TSM) Valuation as Share Price Momentum Cools

Taiwan Semiconductor Manufacturing (NYSE:TSM) shares have moved modestly over the past week, even as investors continue to watch for signals about the company's performance. With steady returns over the past year, valuation remains in focus. See our latest analysis for Taiwan Semiconductor Manufacturing. While Taiwan Semiconductor Manufacturing’s share price has cooled a little this month, momentum remains strong in the bigger picture. The stock has delivered a robust 90-day share price...
NYSE:DECK
NYSE:DECKLuxury

Deckers Outdoor (DECK): Gauging Valuation After UGG’s Urban Outfitters Tie-Up and Shifting Market Sentiment

Deckers Outdoor (DECK) has caught the market’s eye lately, thanks to a mix of bullish signals from institutional investors and a headline partnership that brings the UGG brand to Urban Outfitters’ Gen Z-focused retail experience. See our latest analysis for Deckers Outdoor. Momentum around Deckers Outdoor has shifted lately, with a sharp 1-month share price decline of 17% adding to a tough year-to-date return. However, the 3-year total shareholder return remains significantly stronger at 32%,...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify (SHOP): Examining Valuation After Recent Share Performance Shifts

Shopify (SHOP) has seen its stock performance shift in recent months, leaving investors considering what might come next. Recent share movement has prompted closer examination of Shopify’s fundamentals and ongoing strategy within the e-commerce sector. See our latest analysis for Shopify. Shopify’s momentum has cooled off a bit after its strong start to the year, with a 7.4% slide in the past month and a modest 2% gain over the last quarter. Still, its year-to-date share price return of...
NYSE:GEO
NYSE:GEOCommercial Services

Did Strong Q3 Results and Raised Guidance Just Shift GEO Group's (GEO) Investment Narrative?

On November 6, 2025, The GEO Group, Inc. reported strong third quarter results with sales reaching US$682.34 million and net income soaring to US$173.94 million, and updated its financial guidance for the fourth quarter and full year 2025, now expecting annual GAAP Net Income between US$254 million and US$259 million. The significant profits posted and the increased clarity provided by updated guidance mark a shift in management's confidence about future operating performance as 2025...
NYSE:UBER
NYSE:UBERTransportation

Assessing Uber (UBER) Valuation After Recent Momentum Pullback and Long-Term Share Price Gains

Uber Technologies (UBER) is turning investors’ heads right now after slipping slightly by 0.2% at the recent close. Over the past month, shares have eased lower, contributing to a modest drop observed over the past 3 months. See our latest analysis for Uber Technologies. Even with a slight pullback in recent days, Uber Technologies continues to stand out for its sizable year-to-date share price return of 45%. Short-term momentum has cooled; however, the one-year total shareholder return of...
NYSE:QGEN
NYSE:QGENLife Sciences

Does Qiagen’s (QGEN) QIAsymphony Connect Launch Reinforce Its Innovation-Led Expansion Narrative?

Qiagen N.V. recently unveiled its next-generation QIAsymphony Connect at the AMP annual meeting in Boston, introducing enhanced automation and digital capabilities for nucleic acid purification and liquid biopsy applications, while also releasing robust third-quarter results and confirming CEO Thierry Bernard’s planned transition. This combination of innovation and operational continuity, highlighted by solid year-on-year growth in sales and net income, points to Qiagen’s emphasis on both...
NasdaqGS:DXPE
NasdaqGS:DXPETrade Distributors

DXP Enterprises (DXPE): A Fresh Look at Valuation Following Strong Q3 Earnings Growth

DXP Enterprises (DXPE) released its third quarter results, highlighting a rise in both sales and net income compared to last year. The company’s earnings per share also edged higher, which underscores ongoing operational progress. See our latest analysis for DXP Enterprises. DXP Enterprises’ latest earnings were a bright spot after a tough few months, as enthusiasm for stronger sales and net income showed up with a 3.5% daily share price rebound. Still, the last quarter’s price return is down...