NYSE:LAZ
NYSE:LAZCapital Markets

How Investors Are Reacting To Lazard (LAZ) Insider Trading Case Amid Health-Care Expansion Plans

Lazard announced it will release its fourth quarter and full-year 2025 results on January 29, 2026, while separately confirming preliminary assets under management of about US$254.30 billion as of December 31, 2025, alongside modest net outflows. US authorities have charged a former Lazard junior banker with allegedly leaking confidential health-care deal information for insider trading, raising questions about internal controls just as the firm aims to grow its health-care advisory...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Assessing Silicon Labs (SLAB) Valuation After CES 2026 IoT And Security Showcases

Why CES 2026 and security leadership matter for Silicon Laboratories (SLAB) Silicon Laboratories (SLAB) is in focus after using CES 2026 to spotlight its IoT product portfolio and the new Simplicity SDK for Zephyr, while also appointing Ian N. Dawson as Chief Information Security Officer. The CES showcase puts the company’s role in secure, scalable and energy efficient connected devices front and center, and the CISO hire highlights how management is treating cybersecurity, IP protection and...
NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR) Valuation Check After BASF Zhanjiang Milestone And Safety Record

Fluor (FLR) has reached mechanical completion on BASF’s Zhanjiang Verbund project in China, BASF’s largest investment to date, after more than 75 million work hours without a Lost Time Injury, highlighting the company’s execution and safety credentials. See our latest analysis for Fluor. The BASF milestone arrives at a time when Fluor’s share price, at US$44.30, shows a 6.24% year to date share price return but a 1 year total shareholder return decline of 10.11%. This suggests that recent...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

A Look At MarketAxess Holdings (MKTX) Valuation After New Investment By Heartland Advisors

Heartland Advisors’ new position in MarketAxess Holdings (MKTX) puts fresh attention on the company’s role in U.S. corporate bond trading, as portfolio trading and electronic workflows reshape how fixed income liquidity is sourced and priced. See our latest analysis for MarketAxess Holdings. At a latest share price of US$172.78, MarketAxess has a 1 day share price return of 1.41%, while its 1 year total shareholder return of 19.41% decline and 5 year total shareholder return of 64.73% decline...
NYSE:CBU
NYSE:CBUBanks

A Look At Community Financial System’s Valuation After New Share Repurchase Program Announcement

Share repurchase announcement and why it matters Community Financial System (CBU) attracted fresh attention after Community Bank System, Inc. announced a share repurchase program covering up to 2,633,000 shares, subject to regulatory approval, running for 12 months from January 1, 2026. See our latest analysis for Community Financial System. The buyback announcement lands after a steady run, with the latest share price at $61.29 and a 90 day share price return of 11.42% suggesting momentum...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

Assessing MaxLinear (MXL) Valuation After Recent Share Price Gains And Modest Undervaluation Estimate

With no single headline event in focus, MaxLinear (MXL) has drawn attention as investors weigh its recent share performance, current valuation metrics, and the latest reported revenue and profitability figures. See our latest analysis for MaxLinear. At a share price of US$18.08, MaxLinear has seen a 5.12% 1 month share price return and a 3.49% 3 month share price return, while its 1 year total shareholder return of 18.96% and 5 year total shareholder return of 50.29% point to weaker long term...
NYSE:CMI
NYSE:CMIMachinery

Will Data Center-Driven Power Systems Strength Change Cummins' (CMI) Narrative and Risk-Reward Balance?

In recent months, Cummins reported strong quarterly operating results, with its Power Systems and Distribution segments benefiting from rising demand for data center backup power, even as the North American truck market softened. Analysts have responded with broadly positive sentiment, emphasizing how Cummins’ diversified engine and power solutions portfolio is helping offset cyclical weakness in its traditional truck-related business. We’ll now explore how this data center-driven strength...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

Will Futu’s (FUTU) Rapid Revenue Growth and 40% Margins Reshape Its Risk‑Reward Narrative?

In recent coverage, Futu Holdings Limited was highlighted for rapid revenue expansion between 2021 and 2024 and consistently high net margins around 40%, underpinned by accelerating user and asset growth across its Futubull and moomoo platforms in Hong Kong, mainland China, and international markets. Analysts and market watchers have also emphasized Futu’s strong technical momentum and market leadership profile, as its expanding global user base and scalable digital brokerage model...
NYSE:REVG
NYSE:REVGMachinery

Three Stocks That May Be Priced Below Their Estimated Value In January 2026

As the United States stock market experiences a resurgence, with major indices like the Nasdaq, Dow Jones Industrial Average, and S&P 500 climbing on strong tech earnings and easing geopolitical tensions, investors are increasingly focused on identifying opportunities that may be undervalued. In this environment of fluctuating oil prices and robust tech performance, discerning stocks that are priced below their estimated value can offer potential advantages for those looking to capitalize on...
NasdaqCM:BWB
NasdaqCM:BWBBanks

Top Growth Companies Insiders Are Backing In January 2026

As the U.S. stock market experiences a surge, driven by strong performances in the tech sector and easing geopolitical tensions, investors are keenly observing growth companies that insiders are backing with significant ownership stakes. In this environment of rising indices and fluctuating oil prices, stocks with high insider ownership can offer an added layer of confidence for investors seeking to align with those who have intimate knowledge of their company's potential.
NasdaqCM:VFF
NasdaqCM:VFFFood

Undervalued Opportunities: Penny Stocks To Watch In January 2026

As the U.S. stock market experiences a surge, led by tech rallies and tempered oil prices, investors are keenly observing opportunities across various sectors. Penny stocks, while often considered niche due to their lower price points and smaller market capitalizations, continue to attract attention for their potential growth prospects. These stocks can offer a compelling mix of affordability and growth potential when backed by strong financials; let's explore several that might stand out in...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

A Look At Strategic Education (STRA) Valuation After Analyst Optimism And Growth In Education Technology Services

Why Strategic Education Stock Is Back on Investors’ Radar Strategic Education (STRA) has attracted fresh attention after a recent 8.7% share price move, linked to upbeat Wall Street views on its Education Technology Services segment and growing interest around Sophia Learning and corporate partnerships. See our latest analysis for Strategic Education. The recent 8.7% share price move sits on top of a steady build in momentum, with a 30 day share price return of 4.24%, a 90 day return of 5.85%...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

Is Lawsuit Pressure Over Delinquency Disclosures Altering The Investment Case For SLM (SLM)?

In recent months, SLM Corporation has faced multiple securities class action lawsuits alleging misleading disclosures about early-stage delinquencies and the effectiveness of its loss mitigation and loan modification programs, alongside more cautious analyst commentary on its risk profile. These allegations challenge prior views of stable credit performance and robust loss mitigation, raising fresh questions about how reliable earlier assessments of SLM’s asset quality and risk controls may...
NYSE:PX
NYSE:PXCapital Markets

Assessing P10 (PX) Valuation After Recent Share Price Momentum And Premium P/E Multiple

What is moving P10 right now? P10 (PX) has drawn fresh investor interest after a period of mixed recent returns, with a gain over the past month but a slight decline across the past 3 months. See our latest analysis for P10. With the share price at $10.44, P10 has a 1 day share price return of 2.86% and a 30 day share price return of 3.78%. Its 1 year total shareholder return of a 20.69% decline points to short term momentum building after a weaker longer term experience. If you are looking...
NYSE:NIC
NYSE:NICBanks

Analysts Lift Earnings Outlook For Nicolet Bankshares (NIC) A Fresh Look At Whether The Shares Still Appear Undervalued

Why earnings revisions matter for Nicolet Bankshares (NIC) right now Recent analyst revisions have lifted earnings expectations for Nicolet Bankshares ahead of its December 2025 quarter report. This highlights how sentiment around the bank's profit outlook is shifting as the release approaches. See our latest analysis for Nicolet Bankshares. Nicolet Bankshares' share price has moved to $130.27, with a 1 day share price return of 2.83% and a 90 day share price return of 6.53%. The 1 year total...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark (CLSK) Is Up 11.8% After Announcing 600 MW Texas AI Data Center Campus Plan

CleanSpark, Inc. recently entered a definitive agreement to acquire up to 447 acres in Brazoria County, Texas, along with a long-term transmission facilities extension that would enable a 300 MW data center load with potential expansion to 600 MW, contingent on utility and property approvals and expected to close in the first quarter of 2026. This second large-scale development in the greater Houston ERCOT region, alongside its Austin County project, signals a push to build an integrated...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Advanced Micro Devices (AMD) Is Up 9.2% After TCS Ties Up On Scaled AI Solutions Integration

In recent days, Tata Consultancy Services announced a collaboration with Advanced Micro Devices to co-develop industry-specific AI and generative AI solutions that help enterprises move projects from pilots to full production using AMD’s high-performance computing portfolio across cloud and edge environments. A distinctive aspect of this collaboration is TCS’s plan to rapidly upskill thousands of engineers on AMD CPUs, GPUs, NPUs and embedded platforms, potentially deepening AMD’s reach into...
NYSE:VAC
NYSE:VACHospitality

Marriott Vacations Worldwide (VAC) Valuation Check After Recent Share Price Rebound And Intrinsic Value Gap

Marriott Vacations Worldwide (VAC) is drawing attention after recent trading left the shares at $62.54, with mixed short term returns and a wide gap between the current price and an indicated intrinsic value. See our latest analysis for Marriott Vacations Worldwide. That recent move to $62.54 comes after a 1-month share price return of 8.07% and a year to date share price return of 6.27%, set against a 1-year total shareholder return decline of 24.10%. This points to some short term momentum...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Assessing Nextpower (NXT) Valuation After Nextpower Arabia Joint Venture And Jeddah Facility Announcement

Why the Nextpower Arabia joint venture matters for investors Nextpower (NXT) just completed the formation of Nextpower Arabia with Abunayyan Holding, tying its stock story directly to utility-scale solar buildout and localized manufacturing across Saudi Arabia and the wider MENA region. The joint venture includes a new advanced facility in Jeddah, targeting up to 12 GW of solar tracker capacity a year, up to 2,000 jobs, and alignment with Saudi Arabia’s Vision 2030 clean energy ambitions. See...
NYSE:TRU
NYSE:TRUProfessional Services

A Look At TransUnion (TRU) Valuation After AI Marketing Breakthrough With Actable

TransUnion (TRU) is in focus after reporting strong results from a collaboration with Actable, where its TruAudience Marketing Solutions data improved AI marketing model fit and reduced false positives for a major retailer win back campaign. See our latest analysis for TransUnion. The recent AI marketing success with Actable and the appointment of a new global consumer solutions leader come as TransUnion’s share price sits at US$85.50, with a 90 day share price return of 9.20% but a 1 year...
NYSE:DOCS
NYSE:DOCSHealthcare Services

Doximity (DOCS) Is Down 13.4% After Cutting 2026 Revenue Outlook Amid Regulatory Pressures - What's Changed

Recently, Doximity reported mixed developments, with revenue guidance for fiscal 2026 coming in below Wall Street expectations amid tighter hospital budgets and evolving federal regulations that are affecting healthcare technology providers. At the same time, the company’s AI-driven tools and core pharmaceutical advertising business are under scrutiny as new Medicare reimbursement models and stricter data-sharing policies test whether its technology can still translate into operational...
NYSE:VSH
NYSE:VSHElectronic

Is Vishay (VSH) Using Niche Sensor and Capacitor Launches to Redefine Its Margin Profile?

Earlier in January 2026, Vishay Intertechnology’s audit committee chose Deloitte & Touche as its new independent auditor from 2026, while also expanding its product portfolio with higher-voltage 193 PUR-SI capacitors and new VT171P/VT172U transmissive sensors for industrial, consumer, and telecom applications. Together, the auditor transition and launches of higher-performance capacitors and flexible, surface‑mount sensors underline Vishay’s focus on product innovation and governance as it...
NYSE:LH
NYSE:LHHealthcare

A Look At Labcorp (LH) Valuation After Expanding Its MRD Cancer Testing Portfolio

Labcorp Holdings (LH) is back in focus after announcing a broader molecular residual disease testing portfolio for breast, lung, and colon cancers, using circulating tumor DNA detection to support more personalized cancer recurrence monitoring. See our latest analysis for Labcorp Holdings. The MRD expansion and fresh $0.72 per share dividend decision come as the stock trades at $262.0. Recent 1-day and 7-day share price returns are in positive territory, but the 90-day share price return...
NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs’ Warehouse (CHEF) Valuation Check After 2026 Guidance And Renewed Analyst Buy Rating

Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m. See our latest analysis for Chefs' Warehouse. The new 2026 guidance lands after a steady run in the shares, with a 90 day share price return of 4.33% and a 1 year total shareholder return of 14.58%. The 5 year total shareholder return of 118.49% points to momentum that has built over a longer period...