NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Is Credo’s Surging Profitability And Raised Outlook Altering The Investment Case For Credo Technology (CRDO)?

In the past quarter, Credo Technology Group Holding Ltd reported a jump in revenue to US$268.03 million and moved from a small loss to US$82.64 million in net income, with earnings per share turning positive on both a basic and diluted basis. Alongside these stronger results, Credo issued higher third-quarter fiscal 2026 revenue guidance of US$335 million to US$345 million, signaling management’s confidence in continued demand for its high-speed connectivity solutions. With revenue and...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ): Is the 40% Year-to-Date Rally Just Catch-Up to Fair Value?

Johnson & Johnson (JNJ) keeps grinding higher, and with the stock up roughly 14% over the past 3 months and nearly 40% year to date, investors are asking what is driving the momentum. See our latest analysis for Johnson & Johnson. That surge has been backed by a solid 8% 1 month share price return and a powerful near 40% year to date share price gain, while a 5 year total shareholder return of about 56% shows momentum has been building, not fading, for long term holders. If J&J’s run has you...
NasdaqGM:RDNT
NasdaqGM:RDNTHealthcare

Does RadNet’s New Shelf Registration Reveal a Shift in Capital Strategy for RDNT?

Earlier this month, RadNet, Inc. filed a new omnibus shelf registration and closed a US$5.85 million shelf takedown covering 73,567 common shares for potential resale by existing stockholders, alongside registration capacity for preferred stock, debt securities, warrants, subscription rights, and units. While this move does not alter RadNet’s operating performance, it signals increased flexibility for existing holders to sell, which can influence how investors think about future share...
NYSE:MO
NYSE:MOTobacco

Altria (MO): Assessing Valuation After a Quiet 11% Gain Powered by Steady Income Returns

Altria Group (MO) has quietly ground higher this year, up about 11% over the past year and roughly flat over the past month, as investors reassess its income and value appeal. See our latest analysis for Altria Group. With the share price now around $58.11, Altria’s modest year to date share price gain alongside a solid three and five year total shareholder return suggests steady income driven momentum rather than a fast growth story, as investors stay comfortable with its risk profile. If...
NYSE:A
NYSE:ALife Sciences

Is Agilent Technologies Still Priced for Perfection After Recent Share Price Weakness?

Wondering if Agilent Technologies is quietly becoming good value, or if the market is still pricing in too much optimism? Let us unpack what the current share price really implies, in plain language. The stock has slipped recently, down 5.1% over the last week and 2.9% over the last month, even though it is still up 6.8% year to date and roughly flat over the last year. Recent headlines have focused on Agilent sharpening its focus on high growth areas like diagnostics, life sciences tools,...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte (INCY): Evaluating Valuation After Strong Year-to-Date Gains and a Recent Pullback

Incyte (INCY) has been quietly rewarding patient shareholders, with the stock up about 39% year to date despite a modest pullback over the past month. That mix of recent weakness and longer term strength creates an interesting entry point for investors watching this mid cap biotech name. See our latest analysis for Incyte. That recent 1 month share price return of negative 8.8 percent, including a sharp 1 day drop, looks more like a breather within a broader upswing, given the roughly 39...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

What Chewy’s Choppy Share Performance Means for Its 2025 Valuation Outlook

If you are wondering whether Chewy is finally attractive at today’s price or still just a story stock that has run ahead of its fundamentals, this breakdown will help you frame the risk and reward in plain English. Chewy’s share price has been choppy, slipping about 0.5% over the last week but still up 2.7% over the past month and 12.1% over the last year, even after a tough 3-year and 5-year stretch with returns of around -23.3% and -58.2% respectively. Recent moves have come as investors...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research (LRCX): Valuation Check as Optimism Builds Around Etch, Deposition and 3D DRAM Upside

Recent commentary around Lam Research (LRCX) has zeroed in on its leadership in etch and deposition tools just as 3D DRAM, advanced packaging, and rising wafer fab equipment spending start to inflect higher. See our latest analysis for Lam Research. That optimism has clearly filtered into the market, with Lam’s share price now at $162.8 after a powerful 90 day share price return of 54.21 percent and a three year total shareholder return of 263.15 percent. This indicates strong, still building...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Is ARK’s Ongoing Roku (ROKU) Stake Cut Testing Investor Conviction In Its Platform Monetization?

In recent days, ARK Invest’s ARK Innovation ETF reduced its Roku stake for a second consecutive session, selling 181,303 shares worth about US$17.5 million, alongside ongoing insider sales that have drawn increased attention from investors. This renewed selling by a high-profile institutional holder has become a focal point for market watchers, who are weighing it against Roku’s improving profitability, expanding ad-supported streaming offerings, and deeper content partnerships such as free...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Is Meta (META) Still Undervalued After Its Recent Share Price Rebound?

Meta Platforms (META) has quietly added about 7% over the past month even as the stock remains down roughly 13% in the past 3 months, a setup value-focused investors will notice. See our latest analysis for Meta Platforms. That recent 7.25% 1 month share price return comes after a choppy quarter, but with the share price now around $666.8 and a 3 year total shareholder return near 485%, momentum still looks broadly constructive for long term holders. If Meta’s move has you thinking about what...
NYSEAM:COE
NYSEAM:COEConsumer Services

51Talk (NYSEAM:COE) Revenue Surge, Deeper Losses Reinforce Bearish Profitability Narrative

51Talk Online Education Group (NYSEAM:COE) opened its Q3 2025 update with Q2 numbers that underscored the current earnings picture, posting revenue of about $20.4 million and a basic EPS loss of roughly $0.52. The company has seen revenue move from $10.96 million in Q2 2024 to $20.4 million in Q2 2025 while EPS remained negative over that stretch, setting the stage for investors to focus squarely on how efficiently that extra top line is translating into margins. See our full analysis for...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

How Investors Are Reacting To Taboola.com (TBLA) Expanding GenAI Tools And CTV Performance Partnerships

In late November and early December 2025, Taboola announced that BuzzFeed Asia will deploy its DeeperDive GenAI answer engine across key Southeast Asian markets and that LG Ad Solutions will use Taboola’s Realize platform and inventory to power Performance Enhancer, a performance-focused, cross‑channel TV and digital advertising solution. Together, these moves show Taboola pushing further into GenAI-powered publisher tools and connected TV performance advertising, aiming to link premium...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Evaluating CoreWeave After Its 115% Surge Amid AI Infrastructure Expansion

If you are wondering whether CoreWeave is still a smart buy after its rapid rise, or if you are late to the party, you are in the right place to unpack what the current price is really baking in. The stock has jumped 11.7% over the last week, even after a sharp 17.3% pullback over the past month, and it is still up an eye catching 115.1% year to date. That roller coaster has played out against a backdrop of nonstop AI infrastructure headlines, as CoreWeave has been positioning itself as a...
NYSE:PATH
NYSE:PATHSoftware

Is UiPath’s 2025 Rally Justified After a 49.2% Surge and Lofty Valuation Multiples?

Wondering if UiPath's recent rally is a real opportunity or just another hype cycle? This is where we unpack what the market might be getting right or wrong about the stock. UiPath has jumped 36.6% over the last week, 34.9% over the past month, and is now up 49.2% year to date. This suggests that sentiment has swung sharply toward optimism after a choppy few years. That momentum has been helped by steady buzz around automation and AI, including UiPath's push to deepen its AI powered workflow...
NYSE:FIX
NYSE:FIXConstruction

Is It Too Late to Consider Comfort Systems USA After Its Massive 2025 Share Price Surge?

If you are wondering whether Comfort Systems USA is still a smart buy after its massive run up, or if you are arriving just as the party is ending, this breakdown will help you cut through the noise and focus on what the stock is really worth. The share price has climbed to around $989.48, delivering about 2.9% over the last week, 3.6% over the past month, and an eye catching 130.9% year to date, with multi year gains of 114.6% over 1 year, 732.0% over 3 years, and 1873.1% over 5 years that...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Recursion Pharmaceuticals (RXRX): Revisiting Valuation After a Tentative Share Price Rebound

Recursion Pharmaceuticals (RXRX) has been quietly regrouping after a tough year in the market, with the stock edging higher over the past week and month even as its year-to-date return stays deep in the red. See our latest analysis for Recursion Pharmaceuticals. That recent 7 day share price return of 10.78 percent and a 30 day share price gain of 4.55 percent suggests momentum is tentatively rebuilding, even though the year to date share price return and 1 year total shareholder return...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol Myers Squibb (BMY) Is Up 5.1% After Expanded Breyanzi MZL Approval Has The Bull Case Changed?

In early December 2025, Bristol Myers Squibb received U.S. FDA approval for Breyanzi (lisocabtagene maraleucel), a one-time CD19-directed CAR T cell therapy, to treat adults with relapsed or refractory marginal zone lymphoma after at least two prior systemic therapies. This indication meaningfully broadens Breyanzi’s eligible U.S. patient pool and reinforces BMS’s position in commercial cell therapy despite the therapy’s complex safety profile. We’ll now examine how this expanded Breyanzi...
NYSE:NKE
NYSE:NKELuxury

Reassessing Nike (NKE) Valuation After a Steady Earnings Expansion and Share Price Pullback

NIKE (NKE) shares have been grinding lower this year even as the company continues to post steady revenue and faster growing earnings, leaving investors debating whether the pullback is a value opportunity. See our latest analysis for NIKE. At around $63.54, NIKE’s 30 day share price return has turned positive even as the 1 year total shareholder return is still firmly negative. This suggests sentiment is stabilising rather than surging and investors are cautiously reassessing growth versus...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Assessing Nasdaq (NDAQ) Valuation After Strong Q3 Results and Adenza Synergy Progress

Nasdaq (NDAQ) just paired strong third quarter growth with a fresh balance sheet move, launching cash tender offers to retire up to $95 million of outstanding notes, a clear signal of active liability management. See our latest analysis for Nasdaq. Those solid Q3 numbers, coupled with the new tender offers, help explain why Nasdaq’s 15.99% year to date share price return and hefty five year total shareholder return of 132.50% still signal building, not fading, momentum despite a softer recent...
NYSE:ALIT
NYSE:ALITProfessional Services

Will Alight’s New CEO Shift ALIT’s Story From Transformation Promises To Execution Reality?

Alight, Inc. has announced that Rohit Verma, currently president and CEO of Crawford & Company, will become its chief executive officer and join its board on January 1, 2026, succeeding Dave Guilmette, who will step down on December 31, 2025. Investors are focused on how Verma’s history of reshaping business models and emphasizing client-centric operations could influence Alight’s transformation and growth ambitions. Next, we’ll explore how Verma’s appointment as incoming CEO may influence...
NYSE:JPM
NYSE:JPMBanks

Is It Too Late To Consider JPMorgan After 2025 Rally And Digital Banking Expansion?

If you are wondering whether JPMorgan Chase is still a smart buy after such a big run up, or if you are late to the party, you are in the right place to unpack what the market is really pricing in. The stock just closed at $315.21, up 2.0% over the last week and roughly flat over 30 days, but with a 31.3% gain year to date and 32.0% over the past year, compounding into a total return of 203.4% over 5 years. Recent headlines have focused on JPMorgan expanding its digital banking capabilities...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

Is Gold Royalty (GROY) Quietly Redefining Its Deal-Making Strategy With New Equity And Credit Moves?

Gold Royalty Corp. recently filed a follow-on equity offering of its common shares and restructured its $70 million deal’s underwriting group, while previously expanding and extending a revolving credit facility to US$75 million with an accordion feature up to an additional US$25 million. Together, the equity raise and larger, longer-dated credit facility point to a company focused on bolstering liquidity to fund future acquisitions and investments in its royalty portfolio. Next, we’ll...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Taking Stock of Duolingo (DUOL)’s Valuation After Insider Buying and AI-Driven Growth Initiatives

Duolingo (DUOL) just saw its top brass step in as buyers, with Chairman Luis von Ahn and other executives adding tens of thousands of shares, even as the stock lags and AI fears weigh on sentiment. See our latest analysis for Duolingo. That insider buying comes after a difficult stretch, with Duolingo’s 1-year total shareholder return down sharply, even though the 3-year total shareholder return remains very strong. At the same time, recent 7-day share price momentum has turned positive...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba Group Holding (NYSE:BABA): Rethinking Valuation After AI Glasses Launch and Ecosystem Integration Push

Alibaba Group Holding (NYSE:BABA) just gave investors a fresh AI talking point, rolling out its Quark AI Glasses while tightening its ecosystem by folding more services into Taobao to deepen user engagement. See our latest analysis for Alibaba Group Holding. These AI and ecosystem moves are landing in a market that has already rerated Alibaba in a big way. The share price is at $158.13 after a powerful year-to-date rally, and a 1-year total shareholder return of 74.15% is signaling momentum...