NYSE:IT
NYSE:ITIT

Is Gartner’s 2025 Slump a Long Term Opportunity for Patient Investors?

If you have been wondering whether Gartner is a bargain hiding in plain sight or a stock past its prime, this breakdown will give you a clear, no nonsense view of what you are really paying for. The share price has drifted slightly higher in the short term, up 1.8% over the last week and 1.6% over the past month, but that is against a much steeper backdrop, with the stock down 51.6% year to date and 54.0% over the last year. Those moves come as investors reassess Gartner’s role in a tougher...
NYSE:BHVN
NYSE:BHVNBiotechs

Biohaven (BHVN): Evaluating Valuation After New BHV-1510 Oncology Data at ESMO Immuno-Oncology Congress

Biohaven (BHVN) just put fresh oncology data in front of specialists at the ESMO Immuno Oncology Congress, sharing early results for its Trop2 antibody drug conjugate BHV 1510 combined with Regeneron’s cemiplimab. See our latest analysis for Biohaven. The BHV 1510 update lands after a volatile year, with a sharp 30 day share price return of 45.03% but a steep year to date share price decline and weak one year total shareholder return, signalling tentative momentum in a still high risk...
NYSE:PRG
NYSE:PRGConsumer Finance

PROG Holdings (PRG): Is the Recent Share Price Weakness Creating a Value Opportunity?

PROG Holdings (PRG) has quietly delivered steady revenue and earnings growth, yet the stock is down sharply this year. That disconnect is drawing value oriented investors back for a closer look. See our latest analysis for PROG Holdings. Despite a resilient 30 day share price return of 7.55 percent, the stock is still down meaningfully on a year to date share price basis. However, the three year total shareholder return of 77.39 percent suggests the longer term story remains intact, and...
NYSE:DLB
NYSE:DLBSoftware

How Dolby’s First In-Store Home Experience with NFM Could Shape Dolby Laboratories’ (DLB) Retail Strategy

In early December 2025, Dolby Laboratories and Nebraska Furniture Mart launched the first-ever Dolby Home Experience at NFM’s The Colony store, giving shoppers an immersive, try-before-you-buy way to experience Dolby Vision and Dolby Atmos across TVs, soundbars, and other home entertainment devices. This concept space highlights how Dolby is moving closer to the point of consumer purchase, using experience-led retail to help households understand and appreciate premium audio-visual...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit’s Valuation Justified After AI Licensing Deals and 2025 Post IPO Rally?

If you are wondering whether Reddit's stock is still worth pursuing after its post IPO buzz, you are not alone. This breakdown will help you consider whether the current price makes sense or is getting ahead of itself. Despite some recent volatility, with the share price down 4.0% over the last week, it is still up 10.8% over 30 days and 35.5% year to date, which keeps it firmly on growth focused investors' radars. Recent headlines have centered on Reddit's licensing deals for its content...
NYSE:UHAL
NYSE:UHALTransportation

What U-Haul Holding (UHAL)'s New Financing Moves and Dividend Decision Mean For Shareholders

Earlier this month, U-Haul Holding Company completed multiple small fixed-rate secured note issuances totaling about US$13.7 million and filed an omnibus shelf registration for common stock, preferred stock, and debt securities, while also affirming a quarterly US$0.05 per share dividend on its Series N Non-Voting Common Stock. Against this backdrop of fresh financing flexibility, the company’s operations and investor perception are also being shaped by softer recent cash flow trends and the...
NYSE:JLL
NYSE:JLLReal Estate

How New JFK Terminal One Mandate and Rent Guarantees At Jones Lang LaSalle (JLL) Has Changed Its Investment Story

In recent days, RentGuarantor announced a partnership with Jones Lang LaSalle that allows 12 London JLL offices to offer tenants access to professional rent guarantees, while JLL was also appointed to provide comprehensive facility maintenance services for JFK Airport’s New Terminal One and made two senior leadership changes in research and finance. Together, these developments highlight JLL’s push deeper into recurring service relationships, spanning facilities management, tenant solutions,...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Is Booking Still Attractively Priced After Its 178% Three Year Surge?

Wondering if Booking Holdings is still a smart buy after its massive run, or if the easy money has already been made? This breakdown will help you figure out what the stock is really worth today. The share price recently closed around $5,301.64, with returns of about 2.0% over the last week, 2.4% over the past month, 7.6% year to date, and 178.0% over three years. This points to strong long term momentum but also rising expectations. Recent headlines have focused on resilient global travel...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Has Viavi’s 78% Surge in 2025 Already Priced In Its 5G and Cloud Ambitions?

If you are wondering whether Viavi Solutions remains a smart consideration after its big run up, or if the easy money has already been made, this article will help you cut through the noise and focus on what the valuation is really telling us. The stock has climbed an impressive 78.2% year to date and 62.9% over the last year. However, the last week has seen a modest 1.7% pullback and the 30 day return sits at a quieter 1.1%. Behind those moves, Viavi has stayed in the spotlight with ongoing...
NYSE:NOW
NYSE:NOWSoftware

Does ServiceNow’s AI Push, Security Deal, and Stock Split Reshape The Bull Case For NOW?

In recent days, ServiceNow shareholders approved a 5-for-1 stock split effective December 17, 2025, while the company moved to acquire identity-security firm Veza and saw partners like Veeam, Vbrick, 3E, and Keeper Security deepen integrations with the ServiceNow AI Platform. Alongside a CA$110 million commitment to Canadian public-sector AI infrastructure and a new Canada Centre of Excellence, these moves collectively strengthen ServiceNow’s position in AI-enabled workflows, security, and...
NYSE:EG
NYSE:EGInsurance

Everest Group (EG): Assessing Valuation After Weak Q3 Results Pressure Profitability and Investor Sentiment

Everest Group (EG) just took a hit after a tough third quarter, with higher underwriting expenses and a weaker combined ratio pressuring profitability and weighing on the share price. See our latest analysis for Everest Group. The stock has been choppy this year, with a recent rebound leaving the share price at $327.16 after a weak Q3 sparked an 11 percent slide and contributed to a negative year to date share price return. Even so, the five year total shareholder return remains solidly...
NYSE:WHR
NYSE:WHRConsumer Durables

Has Whirlpool’s Share Slide Created a Value Opportunity in 2025?

If you are wondering whether Whirlpool is quietly turning into a value opportunity after a brutal few years, you are not alone. This is exactly the kind of setup value focused investors often like to examine closely. After sliding heavily this year, Whirlpool has bounced 2.1% over the last week and 16.5% over the last month. It is still down roughly 32.5% year to date and about 32.8% over the past year, which suggests sentiment is still catching up to recent moves. Recent headlines have...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Moderna (MRNA): Reassessing Valuation After Recent Share Price Rebound and Stabilizing Revenue Trends

Moderna (MRNA) has been drifting lower this year, even as its pipeline and revenue trends show some signs of stabilization. That disconnect is what has put the stock back on investors radars. See our latest analysis for Moderna. At around $29.46, the recent 90 day share price return of 25.31% contrasts with a still weak 1 year total shareholder return of negative 29.57%. This suggests tentative momentum as investors reassess Moderna’s long term pipeline potential. If Moderna’s rebound has you...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

Did Forrester’s Six-Month Payback Findings Just Shift ZoomInfo Technologies' (GTM) Investment Narrative?

In December 2025, ZoomInfo announced results from a commissioned Forrester Consulting Total Economic Impact study, which reported a very large potential ROI, US$7.6 million in quantified benefits, and US$5.8 million in net present value over three years for a composite enterprise using its platform. The study highlighted that organizations could recoup their investment in fewer than six months, with gains driven by improved data quality, AI-enabled productivity and revenue enhancements...
NYSE:PPG
NYSE:PPGChemicals

Does PPG Industries’ 2025 Valuation Reflect Its Shift Toward Specialty Coatings And Cash Flow Growth?

If you are wondering whether PPG Industries at around $103 a share is a quietly attractive value play or a value trap in disguise, this article will walk through what the numbers are really saying. Over the last week the stock is up 2.5%, extending a 6.2% move over the past month, but that still sits against a softer backdrop with returns of -10.3% year to date and -14.4% over the last year. Recent headlines have focused on PPG's strategic push into higher value, specialty coatings and...
NasdaqGS:FIBK
NasdaqGS:FIBKBanks

First Interstate BancSystem (FIBK): Valuation Check After Its Addition to the S&P 1000 Index

First Interstate BancSystem (FIBK) just earned a spot in the S&P 1000, putting this regional bank on the radar of more index funds and passive investors, which could provide potential tailwinds for liquidity and sentiment. See our latest analysis for First Interstate BancSystem. The backdrop to this index inclusion is a steadily improving trend, with a 30 day share price return of 9.09 percent and a year to date share price return of 10.76 percent suggesting momentum is quietly building,...
NasdaqCM:NUTX
NasdaqCM:NUTXHealthcare

Nutex Health (NUTX): Reassessing Valuation After New Legal Investigation and Short-Seller Allegations

Legal probe reshapes the backdrop for Nutex Health stock The Schall Law Firm’s new investigation into Nutex Health (NUTX), sparked by Blue Orca Capital’s critical report on its billing arbitration practices, adds fresh legal uncertainty at a time when the stock has been rebounding. See our latest analysis for Nutex Health. That backdrop makes Nutex’s sharp recovery even more striking, with a year to date share price return of 432.52% and a 1 year total shareholder return of 428.71%. However,...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Will Lam's New AI-Focused Oregon Facility Reshape Lam Research's (LRCX) Next-Gen Chipmaking Narrative?

In recent days, Lam Research expanded its Tualatin, Oregon site with a new US$65 million facility and highlighted strong demand for its advanced etch, deposition, and packaging tools tied to AI-driven chip production for customers like TSMC and Samsung. This combination of capacity expansion, AI-focused product momentum, and supportive analyst commentary underlines how Lam is positioning itself at the center of next-generation semiconductor manufacturing. With Lam’s new Oregon facility...
NYSE:SNOW
NYSE:SNOWIT

Did Snowflake’s AI Partnerships and Q3 Results Just Shift Snowflake's (SNOW) Investment Narrative?

In recent weeks, Snowflake reported third-quarter fiscal 2026 results with revenue of US$1,212.91 million, narrowed losses, and reaffirmed strong free cash flow guidance, while also expanding its AI ecosystem through a US$200 million multi-year Anthropic partnership, a new Accenture Snowflake Business Group, and Collibra joining its Open Semantic Interchange initiative. Together, these moves deepen Snowflake’s role as an AI data infrastructure hub, aiming to keep enterprise data, governance,...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Can SailPoint’s Recent Share Price Rebound Be Justified By Its Current Valuation?

If you have been wondering whether SailPoint is quietly turning into a value opportunity or just another mid-cap software name treading water, you are in the right place. The stock has edged up 3.9% over the last week and 9.6% over the past month, even though it is still down 4.4% year to date. This mix hints at shifting sentiment and fresh expectations from investors. Recent headlines continue to spotlight SailPoint as a key player in identity security and governance, with attention on how...
NasdaqGM:PPIH
NasdaqGM:PPIHMachinery

Perma-Pipe (PPIH) Q3 2026: Net Margin Compression Tests Bullish Profitability Narrative

Perma-Pipe International Holdings (PPIH) has laid out a busy Q3 2026, reporting revenue of about $61.1 million and basic EPS of roughly $0.78 as investors parse how the latest quarter fits into its recent run of profitability. The company has seen revenue move from around $41.6 million in Q3 2025 to $61.1 million in Q3 2026, while quarterly EPS shifted from about $0.31 to $0.78 over the same period. This sets up a results season where the key question is how sustainable these margins really...
NYSE:M
NYSE:MMultiline Retail

Macy's (M) Is Up 5.7% After Raising 2025 Sales Guidance Despite Lower Q3 Profit - What's Changed

Macy’s, Inc. reported past third-quarter 2025 results showing relatively stable revenue of US$4.91 billion but lower net income of US$11 million, while management raised full-year 2025 net sales guidance to US$21.48 billion–US$21.63 billion and forecast fourth-quarter net sales of about US$7.35 billion–US$7.50 billion. The company’s higher guidance, alongside progress in its “Bold New Chapter” restructuring and a completed buyback of 40.88 million shares, highlights management’s confidence...
NYSE:ORI
NYSE:ORIInsurance

Old Republic International (ORI): Assessing Valuation After a Strong Multi‑Year Share Price Run

Old Republic International (ORI) has quietly delivered strong gains over the past year, and the stock’s recent move higher is drawing fresh attention from income focused investors and long term holders alike. See our latest analysis for Old Republic International. The latest leg higher to a share price of $45.3 builds on a steady uptrend, with a year to date share price return of 25.73 percent and a powerful 5 year total shareholder return of 253.07 percent, suggesting momentum is still...
NYSE:BLSH
NYSE:BLSHCapital Markets

Bullish (BLSH): Assessing a Rich Valuation After Recent Share Price Weakness

Bullish (BLSH) has been sliding lately, with shares down around 16% over the past 3 months and more than 35% this year, even as revenue and net income growth paint a very different picture. See our latest analysis for Bullish. That said, the weak 90 day share price return of 16.0 percent and 2025 year to date share price return of 36.0 percent suggest sentiment is still resetting as investors reassess Bullish's growth story and risk profile around digital assets. If this kind of volatility...