NYSE:WTS
NYSE:WTSMachinery

Watts Water Technologies (WTS): Evaluating Valuation After a Strong Year-to-Date Share Price Rally

Watts Water Technologies (WTS) has quietly delivered a strong run this year, with the stock up roughly 40% year to date as steady revenue and earnings growth keep drawing in patient long term investors. See our latest analysis for Watts Water Technologies. That steady backdrop has helped the share price grind higher to around $279.85, with a roughly 5% 1 month share price return contributing to a near 40% year to date share price gain and a 3 year total shareholder return close to 95%,...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

How Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story

LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$280 million in advisory, brokerage and retirement plan assets and a nationwide client base. A separate November 2025 activity update showed total advisory and brokerage assets at about US$2.36 trillion with continued organic net new asset inflows, underscoring LPL’s ability to grow assets even...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Did Appeals Court Antitrust Ruling Just Shift Nexstar Media Group’s (NXST) Investment Narrative?

A U.S. appeals court recently ruled that Nexstar Media Group must face DirecTV’s antitrust lawsuit alleging a scheme to inflate retransmission fees, reversing an earlier dismissal and allowing the claims to proceed. This legal setback introduces fresh uncertainty around Nexstar’s retransmission economics and bargaining practices with distributors, an area central to its broadcast profitability. We’ll now explore how the revived antitrust case, and its potential legal and cost implications,...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR): Valuation Check After New Multi‑Year Digital Oilfield Deal With Kuwait Oil Company

Baker Hughes (BKR) just landed a multi year deal with Kuwait Oil Company that leans heavily on its artificial lift and digital production tech, a contract that could quietly strengthen its long term earnings base. See our latest analysis for Baker Hughes. Even with a soft patch lately, including a 30 day share price return of minus 7.8 percent, Baker Hughes still sports a 5 year total shareholder return of roughly 142 percent. This suggests long term momentum remains intact as contracts like...
NYSE:HAYW
NYSE:HAYWBuilding

Hayward (HAYW): Revisiting Valuation After Earnings Beat and Sector-Leading Guidance Upgrade

Stronger Earnings Spark Investor Interest Hayward Holdings (HAYW) just posted earnings that cleared the bar on both organic revenue and EBITDA, then followed up with the biggest full year guidance raise in its peer group. That combination of upside results and a confident outlook has nudged the stock up about 4% over the past month, prompting investors to revisit how this pool equipment maker is positioned heading into next year. See our latest analysis for Hayward Holdings. Zooming out, the...
NYSE:IR
NYSE:IRMachinery

Will Jerome Guillen’s Tesla Experience Quietly Rewire Ingersoll Rand’s Operational Edge and ESG Story (IR)?

Ingersoll Rand has expanded its Board of Directors to ten members and appointed former Tesla president Jerome Guillen, effective January 1, 2026, also naming him to the Compensation and Sustainability Committees. Guillen’s background in scaling advanced manufacturing, automation, and sustainable technologies across Tesla and Daimler brings fresh operational and innovation-focused oversight to Ingersoll Rand’s governance structure. We’ll now explore how Guillen’s Tesla-honed expertise in...
NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR): Evaluating Valuation After Strong Sales Growth, New Customers and Raised 2026 Guidance

Tapestry (TPR) just backed up its hot share price with equally strong fundamentals, delivering 13% year over year net sales growth and 2.2 million new customers while raising its 2026 revenue and EPS guidance. See our latest analysis for Tapestry. That guidance upgrade helps explain why the 1 month share price return sits at a strong 20.1 percent, feeding into a 91.1 percent year to date share price gain and a powerful 5 year total shareholder return of about 360 percent. This suggests...
NasdaqGS:UPB
NasdaqGS:UPBBiotechs

Does Mizuho’s New Coverage of Upstream Bio (UPB) Reframe the Stock’s Risk‑Reward Narrative?

Earlier this week, Mizuho Securities analyst Joseph Catanzaro initiated coverage on Upstream Bio with a buy rating, signaling fresh Wall Street attention on the biotech name. This coverage launch brings Catanzaro’s recent track record, where fewer than half of his calls were successful but still generated an 8.5% average return, into focus for investors assessing the endorsement’s weight. Next, we’ll examine how this new Mizuho coverage and Catanzaro’s track record might influence Upstream...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Assessing DNOW’s Valuation After New Analyst Coverage Highlights Synergies From the MRC Global Combination

DNOW (DNOW) just landed on more investors' radar after Texas Capital’s Matthew Key initiated coverage, highlighting the company’s combined scale with MRC Global and the potential cash flow boost from cost synergies and cross selling. See our latest analysis for DNOW. That call out comes on the back of a $13.69 share price that has delivered a solid 8.82 percent 1 month share price return and an impressive 5 year total shareholder return of almost 100 percent. This suggests long term momentum...
NYSE:FN
NYSE:FNElectronic

Is Growing AI Photonics Focus Altering The Investment Case For Fabrinet’s Supply Chain Role (FN)?

In recent days, Susquehanna initiated coverage of Fabrinet with a Positive rating while investors focused on its role packaging and testing photonic modules that underpin AI data centers and advanced optical networking. This attention underscores how Fabrinet’s specialized photonic capabilities and expanding presence in AI server manufacturing are increasingly viewed as central to the AI hardware supply chain. We’ll now explore how this growing recognition of Fabrinet’s role in AI data...
NYSE:AORT
NYSE:AORTMedical Equipment

Assessing Artivion (AORT) Valuation After Analyst Upgrades and New On-X Valve Clinical Data

Artivion (AORT) climbed about 5% after positive analyst commentary related to its On-X mechanical heart valve, with new clinical studies indicating a potentially larger U.S. market and stronger demand among younger patients. See our latest analysis for Artivion. The latest enthusiasm around On-X comes on top of a strong run, with Artivion's share price up sharply this year and a three year total shareholder return of nearly 300 percent signaling sustained momentum rather than a one off...
NasdaqGS:EBC
NasdaqGS:EBCBanks

Eastern Bankshares (EBC): Taking a Fresh Look at Valuation After Recent Share Price Pullback

Eastern Bankshares (EBC) has quietly outperformed many regional peers, with the stock up about 12% over the past year and roughly 21% across the past 3 years, despite some recent weekly weakness. See our latest analysis for Eastern Bankshares. Despite a recent 1 week share price pullback, Eastern Bankshares still shows constructive momentum, with a roughly 8 percent 1 month share price return and solid double digit multi year total shareholder returns suggesting confidence in its growth and...
NYSE:SMR
NYSE:SMRElectrical

Does NuScale (SMR) Doubling Authorized Shares Hint At Strategic Flexibility Or Future Dilution Pressure?

NuScale Power Corporation disclosed that shareholders at a special meeting on December 16, 2025 approved an amendment to its Certificate of Incorporation, raising the authorized Class A common shares from 332,000,000 to 662,000,000 to support future financing and corporate needs. This shift nearly doubles NuScale’s potential equity issuance capacity, sharpening investor attention on how the company balances funding its capital‑intensive small modular reactor ambitions against dilution risk...