NasdaqGS:HON
NasdaqGS:HONIndustrials

Is Honeywell (HON) Pricing Look Attractive After Recent Double Digit Share Price Gains

If you are wondering whether Honeywell International at around US$227.52 is a fair price or not, this article will walk you through what the current market tag might be implying about the stock. Over shorter time frames the stock has seen returns of 2.7% over 7 days, 16.6% over 30 days, 16.2% year to date and 10.3% over 1 year, which can influence how investors think about both upside potential and changing risk. These moves sit against a backdrop where investors are regularly reassessing...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Deepens Role In Big Tech AI Chips With Long Apple Deal

Amazon, Google, and Apple are building new AI and server processors using Arm architecture from Arm Holdings (NasdaqGS:ARM). Apple has agreed a new long term deal with Arm that extends beyond 2040. These developments highlight Arm's role in AI and data center chip design for large technology companies. Arm Holdings sits at the center of chip design for mobile devices, data centers, and AI focused processors, licensing its architecture to companies that build their own chips. As Amazon,...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss-Wright Avionics And Edge Deals Meet Lofty Valuation Expectations

Curtiss-Wright (NYSE:CW) has partnered with Green Hills Software to develop safety certifiable COTS computing solutions for avionics. The company’s PacStar tactical edge servers have been validated for use with Azure Local for hybrid cloud and edge deployments. Curtiss-Wright, trading at $656.69, has recorded a 19.1% return over the past 30 days and 89.7% over the past year. For investors tracking defense and aerospace suppliers, these new avionics and edge computing initiatives add context...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Scientific (TMO) Valuation Check After Recent Share Price Pullback

Thermo Fisher Scientific (TMO) has drawn investor attention after recent trading left the shares around $578.61, with returns roughly flat over the past month and slightly positive over the past three months. See our latest analysis for Thermo Fisher Scientific. That recent pullback, including a 7 day share price return of 7.57% and a year to date share price return decline of 2.35%, sits against a 1 year total shareholder return decline of 2.86% and a 5 year total shareholder return of...
NasdaqGS:ALMS
NasdaqGS:ALMSPharmaceuticals

Did Envudeucitinib’s Phase III Win Just Shift Alumis' (ALMS) Investment Narrative?

Earlier in January, Alumis reported that its lead autoimmune drug candidate, the TYK2 inhibitor envudeucitinib, met all primary and secondary endpoints with strong statistical significance in two Phase III trials for moderate-to-severe plaque psoriasis. This clinical milestone has prompted several Wall Street firms to initiate or upgrade coverage, framing envudeucitinib as a central asset in Alumis’s late-stage autoimmune pipeline. We’ll now examine how envudeucitinib’s Phase III success...
NYSE:XOM
NYSE:XOMOil and Gas

Is Exxon Mobil (XOM) Still Attractive After Strong Recent Share Price Gains?

If you are looking at Exxon Mobil and wondering whether the current share price still offers value, you are not alone. This article focuses on what the numbers say about where the stock stands today. Exxon Mobil shares last closed at US$141.40, with returns of 4.8% over 7 days, 17.5% over 30 days, 15.3% year to date, 37.2% over 1 year and 40.1% over 3 years, while the 5 year return is very large. Recent headlines for Exxon Mobil have centered on its positioning within global energy markets...
NYSE:VIRT
NYSE:VIRTCapital Markets

A Look At Virtu Financial (VIRT) Valuation After A Strong Earnings Beat And Renewed Investor Interest

Virtu Financial (VIRT) is back on investors' radar after reporting fourth quarter and full year 2025 results that exceeded expectations, highlighted by record adjusted net income and strong contributions from both market making and execution services. See our latest analysis for Virtu Financial. The earnings beat appears to have coincided with a sharp shift in sentiment, with a 30 day share price return of 24.58% and a 27.33% year to date share price return. The 3 year total shareholder...
NYSE:EQR
NYSE:EQRResidential REITs

Is Equity Residential (EQR) Offering Value After A 8% One Year Share Price Decline

If you are wondering whether Equity Residential is offering fair value at around US$62.32 per share, you are not alone. This article is built to help you size up the price tag with a clear valuation lens. The stock has had a mixed run, with a 0.4% gain over the last week, a 1.1% decline over the last month, a 0.5% gain year to date, and an 8.0% decline over the past year, while the 3 year and 5 year returns sit at 9.0% and 16.0% respectively. Recent coverage has continued to focus on Equity...
NYSE:RNST
NYSE:RNSTBanks

Did Earnings Beat and Merger Synergies Just Shift Renasant's (RNST) Investment Narrative?

In late January 2026, Renasant Corporation reported fourth-quarter 2025 results showing revenue and adjusted earnings per share ahead of analyst expectations, supported by successful integration of its merger with The First and higher net loan charge-offs of US$9,109,000 versus US$1,722,000 a year earlier. The company also completed a share repurchase of 384,952 shares for US$13.2 million, underscoring active capital management alongside its focus on cost efficiencies and organic...
NYSE:AME
NYSE:AMEElectrical

A Look At AMETEK (AME) Valuation After Recent Share Price Momentum And Earnings Figures

Recent performance context for AMETEK (AME) With no single headline event driving attention today, AMETEK (AME) has still drawn investor interest after a month that included a 9.1% return and a past 3 months gain of 10.8%. Those moves come alongside reported annual revenue of US$7.16b and net income of US$1.47b, giving investors concrete numbers to weigh against the recent share price of US$223.98. See our latest analysis for AMETEK. AMETEK’s recent 9.1% 1 month share price return and 10.8% 3...
NYSE:U
NYSE:USoftware

Do Higher EPS Estimates Really Clarify Unity (U)’s Dual Create-and-Grow Platform Strategy?

In recent days, Unity Software has attracted attention as analysts projected strong earnings growth, including an expected EPS of $0.20 for the current quarter and higher revenue estimates for the coming years. Investors are also focusing on Unity’s dual Create and Grow Solutions, which position the platform at the intersection of real-time content creation and monetization. Next, we’ll examine how expectations of stronger earnings could shape Unity Software’s investment narrative for...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

NVIDIA Commits US$2b To CoreWeave As Legal Risks Mount

NVIDIA agreed to invest US$2b in CoreWeave (NasdaqGS:CRWV), deepening an existing partnership focused on AI infrastructure. The new equity stake is paired with an expanded commercial relationship involving access to NVIDIA GPUs for large scale AI workloads. At the same time, CoreWeave faces multiple securities class action lawsuits alleging it misled investors about its infrastructure capabilities and related risks. CoreWeave operates large scale cloud infrastructure designed for AI...
NYSE:CSW
NYSE:CSWBuilding

A Look At CSW Industrials (CSWI) Valuation After Recent Share Price Pullback

Without a specific news catalyst, interest in CSW Industrials (CSW) centers on how its recent share performance and latest financial figures might fit into a longer term view for investors watching industrial product suppliers. See our latest analysis for CSW Industrials. The recent 7 day share price return of 15.51% decline and 30 day share price return of 8.02% decline contrast with a 90 day share price return of 7.81% gain and a 3 year total shareholder return of 93.29%. Together, these...
NYSE:CI
NYSE:CIHealthcare

Cigna Group (CI) Valuation Check As FTC Express Scripts Action Highlights Evernorth Fee Based Growth Potential

Why the FTC action around Express Scripts matters for Cigna Group (CI) The recent FTC settlement pause involving Express Scripts has put Cigna Group (CI) back in focus, highlighting how its Evernorth health services and Pharmacy Benefit Manager platform rely on fee-based revenue rather than membership growth. For you as an investor, the key question is how this regulatory development interacts with Cigna’s stated emphasis on profitability, earnings stability and health services, especially...
NYSE:WLY
NYSE:WLYMedia

Is Rising Capital Needs Amid Soft Demand Altering The Investment Case For John Wiley & Sons (WLY)?

John Wiley & Sons has recently reported ongoing end-market pressures, with sales declining about 2.2% annually over five years and free cash flow margins compressing. An important implication is that the company appears to be consuming more capital just to stay competitive, raising questions about its longer-term growth potential. Next, we will examine how this need for increased capital spending to offset weak demand shapes John Wiley & Sons’ investment narrative. The end of cancer? These...
NYSE:LC
NYSE:LCConsumer Finance

LendingClub (LC) Is Down 19.7% After Earnings, Buyback And Accounting Shift Update - Has The Bull Case Changed?

LendingClub Corporation recently reported fourth-quarter 2025 net income of US$41.55 million and full-year net income of US$135.68 million, alongside 2026 diluted EPS guidance of US$0.34–US$0.39 for the first quarter and US$1.65–US$1.80 for the full year. The company paired this earnings and guidance update with lower quarterly net charge-offs, a completed US$11.9 million buyback, leadership transitions, and a shift toward fair value accounting that changes how its growing loan book is...
NYSE:STNG
NYSE:STNGOil and Gas

Is Scorpio Tankers (STNG) Pricing In Recent Share Gains And Strong DCF Upside Potential

If you are wondering whether Scorpio Tankers is still fairly priced after a strong run, this article walks through what the current share price could imply about value. The stock last closed at US$63.62, with returns of 8.7% over 7 days, 25.2% over 30 days, 28.0% year to date, and 38.5% over 1 year. This naturally raises questions about how much of the story is already reflected in the price. Recent news around product tanker market conditions, fleet supply and demand, and refined product...
NYSE:JHG
NYSE:JHGCapital Markets

Janus Henderson Group (JHG) Net Margin Expansion Reinforces Bullish Earnings Narrative

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Expands Nevada Gold Bar Hub With Golden Lake Acquisition

McEwen (NYSE:MUX) has entered into a definitive agreement to acquire Golden Lake Exploration. The deal adds Golden Lake's projects adjacent to McEwen's Gold Bar Mine Complex in the Eureka Mining District in Nevada. The transaction is intended to consolidate McEwen's position around its existing operations at the Gold Bar Mine. For you as an investor, this move comes after a sharp share price run, with McEwen at $24.15 and up 193.1% over the past year and 286.4% over 3 years. The stock is...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

A Look At Old Second Bancorp (OSBC) Valuation After New Buyback And Earnings Beat

Old Second Bancorp (OSBC) has drawn fresh attention after its board approved a share repurchase program of up to US$43.9 million, alongside fourth quarter results that exceeded earnings expectations and highlighted its recent operating performance. See our latest analysis for Old Second Bancorp. At a share price of US$19.84, Old Second Bancorp’s short term share price returns have been relatively steady. Its 1 year total shareholder return of 7.14% and 5 year total shareholder return of...
NasdaqGS:UCTT
NasdaqGS:UCTTSemiconductor

The Bull Case For Ultra Clean Holdings (UCTT) Could Change Following New COO Appointment From Applied Materials – Learn Why

Ultra Clean Holdings, Inc. announced that Harjinder Bajwa departed the company on January 25, 2026, and that semiconductor industry veteran Robert Wunar will become Chief Operating Officer on March 23, 2026. Wunar’s long-running operations and supply chain leadership at Applied Materials, spanning global manufacturing and cycle-time reduction, directly aligns with Ultra Clean Holdings’ complex semiconductor equipment manufacturing footprint. We’ll now examine how Wunar’s extensive supply...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria's Secret Turnaround And Fashion Show Return Draw Investor Attention

Victoria's Secret (NYSE:VSCO) is in the middle of a brand recovery under new management. The company is bringing back its iconic fashion show as part of a broader repositioning of the brand. Hedge fund Greenlight Capital has highlighted these changes, drawing fresh institutional attention to Victoria's Secret. Victoria's Secret sits at the intersection of intimates, lingerie, and beauty, areas where brand perception and customer loyalty carry a lot of weight. After a period of reputational...
NYSE:KFY
NYSE:KFYProfessional Services

A Look At Korn Ferry (KFY) Valuation As Shares Show Gradual Momentum

Why Korn Ferry is on investors’ radar today Korn Ferry (KFY) is drawing fresh attention after recent share price moves, with the stock last closing at $69.47. This has prompted investors to reassess its valuation and business profile. See our latest analysis for Korn Ferry. The recent 1 day share price return of 3.30% at $69.47 sits on top of a steadier trend, with a 30 day share price return of 5.23% and a 1 year total shareholder return of 0.93%. This suggests momentum has been gradually...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

A Look At Check Point Software Technologies (CHKP) Valuation After The New Hendrick Motorsports Partnership

Check Point Software Technologies (CHKP) has drawn fresh attention after agreeing to secure Hendrick Motorsports’ growing digital operations, while also taking associate sponsorship of the No. 17 Chevrolet in the 2026 NASCAR O’Reilly Series. See our latest analysis for Check Point Software Technologies. These Hendrick Motorsports and AI-era security launches have arrived during a softer patch for the stock, with a 90 day share price return of an 8.26% decline and a 1 year total shareholder...