NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Innodata’s SHIELD Contract Spotlights Valuation Tension And Growth Expectations

Innodata (NasdaqGM:INOD) has been awarded a prime contract position on the U.S. Missile Defense Agency's SHIELD IDIQ program. The award gives the company eligibility to compete for future task orders tied to homeland and national security projects. The SHIELD program focuses on advanced solutions for missile defense and related security capabilities. For you as an investor, this contract puts a spotlight on Innodata's role in AI and data engineering services within highly sensitive...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

Assessing IES Holdings (IESC) Valuation After Strong Recent Share Price Momentum

Why IES Holdings is on investors’ radar today IES Holdings (IESC) has drawn attention after recent share price moves, with the stock closing at $474.43 and posting positive returns over the past week, month, past 3 months, year to date, and past year. See our latest analysis for IES Holdings. The recent 4.99% 1 day share price return adds to a run of positive momentum, with a 30 day share price return of 17.45% and 1 year total shareholder return of 50.01% suggesting sentiment has...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Is Atlassian’s (TEAM) Board Shuffle and Data Center Price Hike Reframing Its Cloud Migration Story?

Atlassian recently announced that Google executive Anil Sabharwal will join its board in February 2026, while long-serving directors Rich Wong and Sasan Goodarzi have retired, alongside a planned 15% price increase for key Data Center products effective February 17, 2026. The appointment of a veteran product leader behind Google Photos and major productivity platforms highlights Atlassian’s focus on product-led innovation and AI-era user experience, even as it reshapes pricing and Cloud...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Faces Trump ‘Debanking’ Clash And Credit Card Cap Risk

Former President Trump has publicly accused JPMorgan Chase (NYSE:JPM) of "debanking" him after January 6 and has threatened legal action. JPMorgan Chase denies that it closed accounts for political reasons and has pushed back against the allegations. CEO Jamie Dimon has come out against the Trump administration's proposed 10% cap on credit card interest rates, warning of broad economic and social effects. The dispute and policy clash place one of the largest US banks at the center of a...
NYSE:S
NYSE:SSoftware

SentinelOne (S) Valuation Check As CFO Exit And Cautious Guidance Weigh On Investor Confidence

Why SentinelOne’s CFO Transition Matters for the Stock SentinelOne (S) is back in focus after the resignation of Chief Financial Officer Barbara Larson and the appointment of Chief Growth Officer Barry Padgett as interim CFO and principal financial officer on January 16, 2026. This leadership shift comes shortly after fiscal results that topped analyst expectations but coincided with cautious guidance and continued selling in the shares. As a result, many investors are reassessing how they...
NasdaqGS:MNST
NasdaqGS:MNSTBeverage

Monster Beverage (MNST) Valuation Check As Q4 Earnings And Lando Norris Partnership Draw Attention

Monster Beverage (MNST) is back in focus as investors look ahead to its upcoming fiscal Q4 earnings, with interest also tied to the company’s Zero Sugar product traction and new Lando Norris marketing partnership in Europe. See our latest analysis for Monster Beverage. The recent focus on Zero Sugar products and the Lando Norris tie up in Europe comes as momentum in Monster Beverage’s share price has been firm, with a 90 day share price return of 16.75% and a 1 year total shareholder return...
NYSE:HSY
NYSE:HSYFood

Is Hershey (HSY) Pricing Too Rich After Recent Share Price Rebound

If you are wondering whether Hershey at around US$196 per share is a fair deal or overpriced, you are not alone. This article focuses squarely on what that price might mean for value minded investors. Hershey's share price has seen a 1.5% decline over the last 7 days, a 5.2% gain over 30 days, a 7.5% gain year to date, and a 34.0% return over 1 year, while the 3 year return is a 3.8% decline and the 5 year return sits at 51.1%. These moves have put Hershey back on many watchlists, as...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Can Shopify (SHOP) Balance AI Commerce Expansion With Growing Ecosystem Cybersecurity Scrutiny?

In recent days, Shopify and Google unveiled the Universal Commerce Protocol, enabling merchants to sell directly through AI-powered experiences such as Google Search, while Shopify also rolled out embedded checkout within Microsoft Copilot and third-party platforms like LoyaltyLion launched new AI-powered tools for Shopify merchants. At the same time, cybersecurity firm Reflectiz flagged Shopify among widely used third-party tools with over-permissioned website integrations, raising fresh...
NYSE:PLD
NYSE:PLDIndustrial REITs

Prologis Record Leasing And Energy Push Raise Questions On Valuation

Prologis reports record leasing activity as warehouse demand recovers. The company expands its investment vehicles across the US and China. Management highlights improving market conditions with vacancy rates peaking and rents rising. Prologis surpasses a key milestone in its energy business, underscoring its infrastructure ambitions. For investors watching logistics real estate, Prologis (NYSE:PLD) is back in focus. The stock trades at $131.14, with a 1 year return of 18.0% and a 5 year...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is Expedia Group (EXPE) Now Attractive After Recent Share Price Pullback?

If you are wondering whether Expedia Group's recent share price still offers value, it helps to line up what you are paying today against what the business could reasonably justify over time. The stock last closed at US$271.56, with a 7 day return of a 6.6% decline, a 30 day return of a 6.1% decline, a year to date return of a 4.0% decline, and longer term returns of 57.6% over 1 year, 135.1% over 3 years, and 122.2% over 5 years. Recent news around Expedia Group has focused on its role as a...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Old National Bancorp (ONB) Earnings Growth Reinforces Bullish Narratives Despite Lower Net Margin

Old National Bancorp (ONB) just closed out FY 2025 with fourth quarter revenue of US$648.0 million and basic EPS of US$0.55, alongside trailing twelve month revenue of about US$2.3 billion and EPS of US$1.80. The bank has seen revenue move from US$458.4 million in Q4 2024 to US$648.0 million in Q4 2025, with basic EPS shifting from US$0.47 to US$0.55 over the same period, which sets the backdrop for how investors weigh its earnings profile. With a trailing net profit margin of 28.4% and a...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Does Exelixis’ (EXEL) 2026 Zanzalintinib Rollout and Buybacks Shift Its Oncology Growth Narrative?

Exelixis recently completed two share repurchase programs totaling approximately US$660 million and reported preliminary 2025 results alongside 2026 revenue guidance centered on its oncology portfolio. A key element of this update is the emphasis on zanzalintinib’s expected first commercial availability for multiple cancer indications in 2026, supported by a new collaboration with Natera. We’ll now examine how Exelixis’ 2026 revenue guidance, anchored by the anticipated rollout of...
NasdaqGS:HQY
NasdaqGS:HQYHealthcare

Did New FY 2027 Revenue Guidance and JPM Spotlight Just Shift HealthEquity's (HQY) Investment Narrative?

In January 2026, HealthEquity, Inc. issued earnings guidance for the fiscal year ending January 31, 2027, projecting revenues between US$1.38 billion and US$1.41 billion, and presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco. This combination of a clearer revenue outlook and high-profile conference exposure provided investors with fresh information about management’s expectations and positioning within the healthcare benefits space. We’ll now examine how...
NYSE:HE
NYSE:HEElectric Utilities

Is Hawaiian Electric (HE) Pricing In Too Much Optimism After Its Recent Share Price Rebound

If you are wondering whether Hawaiian Electric Industries is attractively priced after a turbulent few years, you are not alone. The stock last closed at US$14.72, with returns of 4.9% over 7 days, 25.3% over 30 days, 16.5% year to date, but a 60.5% gain over 1 year sits against a 63.0% decline over 3 years and a 51.5% decline over 5 years. Recent market attention has focused on how investors are reassessing Hawaiian Electric Industries following past events and ongoing regulatory and...
NYSE:OXY
NYSE:OXYOil and Gas

A Look At Occidental Petroleum (OXY) Valuation As Dividend Hike Bets Grow After OxyChem Sale

Occidental Petroleum (OXY) is back in focus as investors look ahead to its February 19 Q4 earnings release, where many expect another dividend increase following the recent US$9.7b OxyChem sale. See our latest analysis for Occidental Petroleum. The share price has picked up into earnings, with a 1 day share price return of 3.01% and a 30 day share price return of 8.05%. However, the 1 year total shareholder return of 11.42% and 3 year total shareholder return of 29.13% are still weak compared...
NYSE:F
NYSE:FAuto

Is Ford Motor (F) Shares Attractive After EV And Software Expansion Headlines?

If you are wondering whether Ford Motor's share price still offers value at around US$13.77, you are not alone. This article is set up to help you frame that question clearly. Over the last week the stock showed a 0.5% decline, while the 1 year return of 47.5% and 5 year return of 68.2% point to a very different experience for longer term holders. Recent headlines have focused on Ford Motor's ongoing push in electric vehicles and software centric features, as well as its role in the broader...
NYSE:SMR
NYSE:SMRElectrical

Assessing NuScale Power (SMR) Valuation After Oak Ridge Study Validates SMR Industrial Use Potential

NuScale Power (SMR) is back in focus after a new Oak Ridge National Laboratory study found its 77 MWe small modular reactors can reliably and cost effectively power large chemical plants and supply process steam. See our latest analysis for NuScale Power. The Oak Ridge findings arrive after a sharp share price pullback in recent months, with NuScale’s 30 day share price return of 20.21% and year to date share price return of 21.09% contrasting with a 1 year total shareholder return of 22.76%...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Is Walmart’s Nasdaq-100 Debut and AI Retail Push Altering The Investment Case For Walmart (WMT)?

Walmart has joined the Nasdaq-100 Index while advancing its retail-tech push, including launching a Premium Musical Instrument Shop on Walmart Marketplace and deepening AI-powered shopping collaborations with Google’s Gemini platform. These moves, alongside the elevation of e-commerce veteran David Guggina to CEO of Walmart U.S., highlight how Walmart is repositioning itself as much as a technology and platform company as a traditional retailer. We’ll now examine how Walmart’s Nasdaq-100...
NYSE:OTIS
NYSE:OTISMachinery

Should Otis’s Gen3 IoT Elevator Expansion in EMEA Reframe Its Smart-Building Narrative for (OTIS) Investors?

On January 21, 2026, Otis expanded its Gen3 elevator family across Europe, the Middle East and Africa, embedding Otis ONE IoT, energy-saving ReGen drives and advanced safety features into eight connected products for low- to mid-rise buildings. This rollout highlights how elevator systems are becoming smarter infrastructure, combining predictive maintenance, energy efficiency and highly customizable passenger experiences in a single platform. Next, we’ll examine how this Gen3 IoT-enabled...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Valuation Check After Trodelvy Keytruda Phase 3 Success And Regulatory Progress

Gilead Sciences (GILD) is back in focus after detailed Phase 3 ASCENT-04/KEYNOTE-D19 results in The New England Journal of Medicine showed that Trodelvy plus Keytruda cut the risk of progression or death by 35% compared with standard care. See our latest analysis for Gilead Sciences. The latest Trodelvy data and other pipeline updates appear to be feeding into a constructive trend, with a 1-day share price return of 4.0% and a 90-day share price return of 6.9%, while the 1-year total...
NYSE:FTI
NYSE:FTIEnergy Services

The Bull Case For TechnipFMC (FTI) Could Change Following A US$2 Billion Buyback And Surging Volume

On 19 January 2026, TechnipFMC plc saw unusually high after-hours trading volume of 33,483,267 shares on EURONEXT, following a board-authorized share repurchase program of about US$2.00 billion. This combination of intense trading activity and a large buyback authorization highlights how capital return decisions can rapidly concentrate market attention on TechnipFMC’s equity. Next, we’ll explore how TechnipFMC’s sizeable share repurchase plan shapes its investment narrative in light of...
NYSE:ALG
NYSE:ALGMachinery

Assessing Alamo Group (ALG) Valuation After Recent Share Price Momentum

Why Alamo Group stock is on investors’ radar Alamo Group (ALG) has moved onto investor watchlists after its recent share performance, with the stock around $191.95 and showing positive total returns over the past month and past 3 months. See our latest analysis for Alamo Group. That recent 11.38% 1 month share price return, alongside a 12.63% share price return year to date and a 5.15% total shareholder return over the past year, points to momentum that has been building rather than...
NYSE:HPQ
NYSE:HPQTech

Do Wall Street’s Split Views On HP’s (HPQ) PC And Printing Headwinds Reveal A Deeper Risk?

Earlier in January, Barclays and Goldman Sachs downgraded HP Inc., flagging long-term pressures across its core PC and printing businesses alongside margin concerns. The downgrades highlight a tension between cautious analyst views on structural headwinds and broader Wall Street opinions that still view HP’s prospects more positively. Next, we’ll examine how these concerns about secular PC and printing challenges could shape HP’s investment narrative for investors. AI is about to change...
NYSE:CVS
NYSE:CVSHealthcare

CVS Health Backs Yeztugo PrEP Coverage And Broadens HIV Prevention Role

CVS Health (NYSE:CVS) is moving to cover Yeztugo, the first long acting injectable HIV prevention drug, following its recent FDA approval. Yeztugo is designed as a twice yearly PrEP injection, offering an alternative to daily oral HIV prevention medications. This coverage decision places CVS Health alongside other major pharmacy benefit managers that are adding Yeztugo to their formularies. For CVS Health, which runs one of the largest pharmacy benefit managers alongside its retail...