NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

Is CorMedix (CRMD) A Potential Opportunity After Recent Share Price Volatility?

If you are wondering whether CorMedix at around US$7.27 is priced as a bargain or a trap, you are not alone. That is exactly what this valuation focused rundown aims to unpack. The stock has been volatile recently, with a 7.2% gain over the last 7 days, a 42.0% decline over 30 days, and year to date and 1 year returns of 40.2% and 41.5% declines. The 3 year return sits at 68.7% and the 5 year return at a 16.9% decline. Recent trading moves have put CorMedix back on the radar for investors...
NasdaqGS:DAKT
NasdaqGS:DAKTElectronic

Is It Too Late To Consider Daktronics (DAKT) After Its Strong Multi‑Year Share Price Run?

If you are trying to figure out whether Daktronics at around US$21.51 is a bargain or fully priced, you will want to look past the headlines and into how the market is really valuing the business. The share price return data is mixed in the short term, with a 0.8% decline over the last 7 days, a 16.0% gain over 30 days, and returns of 8.4% year to date and 26.0% over 1 year, alongside a very large 3 year gain that is close to 5x and a 5 year gain of 348.1%. These moves have put Daktronics on...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Rumble Merger With Northern Data Shifts Focus To AI Infrastructure And Valuation

Rumble, listed as NasdaqGM:RUM, plans to merge with Northern Data AG in a deal focused on artificial intelligence and high performance computing. The transaction is expected to bring Northern Data AG's GPU resources and data center assets under Rumble's umbrella. The companies describe the combination as a way to build out cloud services, AI capabilities, and international reach beyond Rumble's current video platform focus. Rumble started as a video hosting and streaming platform, and the...
NYSE:DEC
NYSE:DECOil and Gas

A Look At Diversified Energy’s Valuation As It Plans A US$100m Senior Secured Bond Tap

Diversified Energy (DEC) has drawn fresh attention after appointing DNB Carnegie to host fixed income investor meetings starting 23 January 2026, in connection with a potential tap of at least US$100 million in senior secured bonds. See our latest analysis for Diversified Energy. The potential bond tap and recent board change come after a weak period for investors, with a year to date share price return of a 13.18% decline and a 1 year total shareholder return of a 13.35% decline. The 5 year...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

How Investors Are Reacting To Cooper Companies (COO) Upbeat Fiscal 2026 EPS Guidance And Earnings Momentum

Cooper Companies recently entered the spotlight as it approached its fiscal first-quarter earnings release, with analysts projecting double-digit profit growth and pointing to a track record of at least meeting estimates over the past four quarters. Investor attention has also centered on the company’s upbeat fiscal 2026 guidance, which outlines adjusted EPS of US$4.45 to US$4.60, reinforcing confidence in its earnings trajectory. Against this backdrop, we’ll explore how the upbeat fiscal...
NYSE:VMC
NYSE:VMCBasic Materials

A Look At Vulcan Materials (VMC) Valuation After Mixed Earnings And Updated EBITDA Guidance

Earnings trigger puts Vulcan Materials in focus Vulcan Materials (VMC) is back on investors’ radar after a quarterly report that combined 14.4% year-on-year revenue growth with guidance for full-year EBITDA that came in slightly below analyst expectations. See our latest analysis for Vulcan Materials. At a share price of $300.07, Vulcan Materials has seen a 2.0% 30 day share price return and a 2.8% 90 day share price return. Its 5 year total shareholder return of 109.46% points to a much...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy Bitcoin Bet Grows As Preferred Funding And Stream Challenges Mount

Strategy, listed as NasdaqGS:MSTR, purchased 22,305 Bitcoins for about US$2.13b, its largest weekly buy since 2024. The company is leaning further into preferred equity funding, including a uniquely structured capital stack. Its non U.S. Stream (STRE) perpetual preferred product has struggled to gain traction and was removed from the company dashboard. At a share price of US$163.11, NasdaqGS:MSTR sits after a 3 year return that is very large, and a 5 year return of 164.2%. More recently,...
NYSE:TEL
NYSE:TELElectronic

TE Connectivity Fortunes Align With Record AI And Industrial Growth

TE Connectivity (NYSE:TEL) has been named to Fortune's World's Most Admired Companies list for the ninth consecutive year. The company reported record first quarter sales and orders, supported by demand in AI, industrial automation, and transportation. TE Connectivity, trading at $223.84, operates at the intersection of several high priority technology trends. The stock is up 47.0% over the past year and 101.6% over five years, which reflects meaningful long term shareholder gains. The...
NYSE:WCN
NYSE:WCNCommercial Services

Assessing Waste Connections (WCN) Valuation As Analyst Support Remains Firm On Steady Growth Projects

Waste Connections (WCN) is back in focus after analysts reiterated broadly positive views, even as some nudged targets slightly lower, pointing to steady operations and ongoing projects in recycling and landfill gas to energy. See our latest analysis for Waste Connections. At a share price of US$170.22, Waste Connections has seen a 1.86% 7 day share price return and a 4.45% 30 day share price decline. Its 5 year total shareholder return of 79.06% suggests longer term holders have still fared...
NYSE:BABA
NYSE:BABAMultiline Retail

Is Alibaba Group Holding (NYSE:BABA) Attractive After 1-Year 97.6% Share Price Rebound?

If you are wondering whether Alibaba Group Holding's current share price really lines up with what the business could be worth, this article is designed to walk you through that question in a clear, practical way. The stock recently closed at US$173.23, with returns of 4.7% over 7 days, 13.8% over 30 days, 11.2% year to date, 97.6% over 1 year, 54.0% over 3 years and a 28.2% decline over 5 years, which naturally raises questions about how the current price reflects changing expectations and...
NasdaqGS:BANF
NasdaqGS:BANFBanks

Assessing BancFirst (BANF) Valuation After Recent Share Price Weakness And Mixed Long Term Returns

How BancFirst stock has been performing BancFirst (BANF) has seen mixed recent performance, with a 1 day return of a 7.58% decline and a 7 day return of a 3.83% decline, while the 1 month move sits at a 1.15% decline. Over the past 3 months, the stock shows a 3.65% decline, and the 1 year total return is a 7.06% decline, set against a 3 year total return of 36.73% and a 5 year total return of 106.23%. The latest close of US$108.47 comes alongside reported annual revenue of US$684.958m and net...
NYSE:DAL
NYSE:DALAirlines

Is Delta Air Lines (DAL) Attractive After Recent Price Weakness And Cash Flow Outlook?

If you are wondering whether Delta Air Lines shares still offer value at current levels, this article walks through what the numbers actually say about the stock. Delta closed at US$67.96, with returns of a 3.5% decline over the last 7 days, a 4.1% decline over 30 days, a 1.6% decline year to date and a 2.4% decline over the past year. The 3 year and 5 year returns stand at 80.4% and 84.0% respectively. Recent headlines around the airline sector have focused on capacity plans, route...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Assessing monday.com (MNDY) Valuation As Earnings Approaches With Mixed Growth And EPS Expectations

Why monday.com (MNDY) is back in focus ahead of its earnings date monday.com (MNDY) is drawing attention ahead of its February 9, 2026 earnings release, with analysts expecting a 15.74% EPS decline alongside projected quarterly revenue growth of 22.77% year over year. See our latest analysis for monday.com. At a share price of US$129.32, monday.com has seen short term share price gains, including a 1-day share price return of 1.28% and a 7-day share price return of 2.07%. Longer term...
NYSE:JOBY
NYSE:JOBYAirlines

Goldman Sell Call Tests Joby’s Dubai Ambitions And New York Competition

Goldman Sachs initiated coverage of Joby Aviation (NYSE:JOBY) with a Sell rating, citing concerns about the company’s business model focus and manufacturing scale up. Joby is preparing for commercial launches, including planned operations in Dubai, as it advances toward regulatory certification. Vertical Aerospace is moving into the New York market, creating fresh competition for Joby in urban eVTOL services. Joby Aviation sits at the center of the push to bring electric vertical take off...
NYSE:WH
NYSE:WHHospitality

Will Wyndham’s (WH) Choctaw Casino Partnership and Tribal Gaming Push Change Its Long‑Term Narrative?

In January 2026, Wyndham Hotels & Resorts announced a multi-hotel agreement with the Choctaw Nation of Oklahoma, bringing four casino resort properties with nearly 2,000 rooms into its Wyndham Grand and Trademark Collection portfolios while Choctaw retains ownership and management. This partnership strengthens Wyndham’s exposure to tribal gaming destinations, tapping into strong nationwide participation in gaming and record tribal gaming revenues while enhancing benefits for Wyndham Rewards...
NYSE:PKG
NYSE:PKGPackaging

Is Packaging Corporation of America (PKG) Pricing Reflecting Its Recent DCF Upside Signal

If you are wondering whether Packaging Corporation of America’s current share price lines up with its underlying worth, this article will walk you through the key signals that matter. The stock last closed at US$225.39, with returns of 1.8% over the past week, 7.9% over the last 30 days, 6.8% year to date, and a 3.8% decline over the past year. The 3 year and 5 year returns sit at 77.3% and 94.6% respectively. Recent news coverage has focused on the company as a major player in the US...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont’s New CEO, Newcrest Integration And $6b Buyback Under Investor Focus

Newmont (NYSE:NEM) has appointed Natascha Viljoen as CEO, marking a leadership transition following its acquisition of Newcrest Mining. The company is prioritizing operational efficiency and cost savings as it integrates the Newcrest assets. Newmont is advancing Project Catalyst, aimed at improving performance across its portfolio. The board has approved a share buyback program of up to US$6b to return capital to shareholders. Newmont, one of the largest gold producers globally, now has the...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Is Corpay (CPAY) Pricing Look Attractive After Mixed Returns And Conflicting Valuation Signals

If you are asking yourself whether Corpay at around US$320 per share is a bargain or just fairly priced, you are in the right place. The stock has been relatively flat over the last 7 days, up 3.3% over 30 days, 6.6% year to date, but with a 15.5% decline over 1 year and a 56.8% gain over 3 years, which gives a mixed picture for recent returns and risk. These moves have played out against ongoing interest in the diversified financials space and Corpay's role in corporate payments and related...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar Launches GenAI 20 Index To Reframe Its Growth Story

Morningstar has launched the PitchBook GenAI 20 Index, a new benchmark focused on leading generative AI companies. The index is designed to track influential GenAI names from their private market phase through public listing. This creates a single measure of exposure to generative AI across both private and public markets. Morningstar, listed as NasdaqGS:MORN, is rolling out this index while its own share price stands at $210.9. The company’s 1 year return is a 35.4% decline, with a 3 year...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Is It Too Late To Consider Rambus (RMBS) After Its Strong Multi Year Share Price Run

If you are wondering whether Rambus shares still offer value after a strong run, you are not alone. This article is built to walk you through what the current price might be implying. The stock last closed at US$115.31, with returns of 6.8% over 7 days, 22.5% over 30 days, 16.1% year to date and 83.1% over 1 year, and a very large gain over 5 years that is more than 5x the starting point. Recent attention on Rambus has largely centered on its position within the semiconductor and memory...