NasdaqGS:EBC
NasdaqGS:EBCBanks

Eastern Bankshares (EBC) Net Interest Margin Strength Tests Premium P/E Bullish Narratives

Eastern Bankshares (EBC) closed out FY 2025 with Q4 revenue of US$278.6 million and basic EPS of US$0.46, alongside net income of US$99.5 million, setting a clear marker for how the year ended on both the top and bottom line. Over recent periods, revenue has ranged from US$156.4 million in Q3 2024 to US$278.6 million in Q4 2025, while basic EPS has moved between a loss of US$1.09 in Q1 2025 and a profit of US$0.53 in Q3 2025. This gives investors a broad view of how earnings power has shifted...
NYSE:V
NYSE:VDiversified Financial

Visa And Mercuryo Tie Web3 Payments To Visa Direct Network

Visa (NYSE:V) has partnered with Mercuryo to enable near real-time crypto to fiat conversion using Visa Direct. The collaboration allows users to convert cryptocurrencies and spend them at merchants across Visa's global network. The rollout supports cross border payments and aims to make Web3 payments more accessible for everyday spending. For Visa, a global payments network focused on card payments and money movement, this tie up with Mercuryo fits into a broader push to connect...
NYSE:UAN
NYSE:UANChemicals

Assessing CVR Partners (UAN) Valuation After Strong Recent Share Price Momentum

CVR Partners (UAN) has caught investor attention after a strong run in recent months, with the unit price near $118 and recent returns over the past month and past 3 months attracting closer scrutiny. See our latest analysis for CVR Partners. The recent 1 month share price return of 22.29% and 3 month share price return of 26.56% sit alongside a 1 year total shareholder return of 64.14% and a very large 5 year total shareholder return. Together, these figures suggest momentum has been...
NYSE:HOUS
NYSE:HOUSReal Estate

Why Anywhere Real Estate (HOUS) Is Up 24.6% After Voluntary Deregistration And Index Removal And What's Next

Anywhere Real Estate Inc. previously filed a Form 15 with the SEC to voluntarily deregister its US$0.01 par value common stock, effectively moving to end its obligations as a publicly reporting company. This step, paired with Anywhere Real Estate’s removal from a wide range of Russell indices, signals a major shift in how the company will be accessed by institutional investors and tracked by the market. We’ll now explore how Anywhere Real Estate’s voluntary deregistration and index removals...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Xcel Energy’s Fortune Honor Highlights Social Focus And Grid Investment Story

Xcel Energy, NasdaqGS:XEL, has been named one of Fortune's World's Most Admired Companies for the twelfth year. The company ranked first in social responsibility in the electric and gas utilities industry. The recognition comes as Xcel Energy advances grid modernization and resilience efforts. Xcel Energy, trading at $75.01 under ticker NasdaqGS:XEL, is getting fresh attention after its twelfth appearance on Fortune's World's Most Admired Companies list. The stock shows a 16.3% return over...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon’s Largest Layoffs Mark Pivot Toward AI Driven Efficiency And Investment

Amazon.com (NasdaqGS:AMZN) is preparing its largest-ever corporate layoff, targeting about 30,000 white-collar jobs. The reductions will span AWS, retail, Prime Video, and HR, and are tied partly to organizational streamlining and artificial intelligence related efficiency gains. The cuts would affect close to 10% of the company’s corporate workforce and represent a major shift in how Amazon structures its operations. For you as an investor, this move lands at the intersection of Amazon’s...
NYSE:SPHR
NYSE:SPHREntertainment

A Look At Sphere Entertainment (SPHR) Valuation After National Harbor Expansion Plans

Sphere Entertainment (SPHR) has drawn fresh attention after announcing plans for a second U.S. Sphere venue at National Harbor in Maryland, using a smaller-scale design model with advanced immersive technologies. See our latest analysis for Sphere Entertainment. The National Harbor announcement, along with analyst upgrades and strong interest in Sphere Las Vegas experiences, comes after a 43.07% 90 day share price return and a very large 3 year total shareholder return of 326.98%. This...
NYSE:HG
NYSE:HGInsurance

Is Hamilton Insurance Group’s (HG) New Specialty CFO Hire Quietly Reshaping Its Global Leadership Strategy?

Hamilton Insurance Group, Ltd. recently appointed Michelle Li as Chief Financial Officer of Hamilton Global Specialty, its London-based underwriting platform, where she will report to the Group Chief Accounting Officer and work closely with the unit’s CEO. Her move from RenaissanceRe, combined with other leadership changes in Bermuda, points to a focused build-out of Hamilton’s global finance and underwriting leadership bench. We’ll now examine how Li’s extensive London market and Lloyd’s...
NYSE:LLY
NYSE:LLYPharmaceuticals

Is It Too Late To Consider Eli Lilly (LLY) After Its 36% One Year Surge?

If you have ever wondered whether Eli Lilly shares are priced for perfection or still offer room for value, this article is written with you in mind. The stock closed at US$1,064.29, with a 2.5% gain over the last week, a 1.2% decline over the last month, a 1.5% decline year to date, and a 36.5% return over the past year. The 3 year return is very large at 218.6% and the 5 year return is 439.3%. Recent price moves sit against a backdrop of ongoing interest in Eli Lilly's pipeline and...
NYSE:AAP
NYSE:AAPSpecialty Retail

Will AAP’s New Director Appointment Reshape Its Turnaround Strategy Or Simply Refine Execution?

Advance Auto Parts recently strengthened its governance by appointing retired Foot Locker chief Richard “Dick” A. Johnson as an independent director, bringing extensive retail and boardroom experience across multiple consumer-facing companies. His background in transforming large store networks and overseeing complex retail operations is especially relevant as Advance Auto Parts executes a broad restructuring of its footprint and supply chain. We’ll now examine how Johnson’s addition to the...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC AI Chip Leadership Fuels Multiyear Capex Supercycle And Growth Prospects

TSMC (NYSE:TSM) has reported strong quarterly results, highlighting its central role in supplying advanced chips for AI applications. The company plans a major ramp up in capital spending for 2026 to expand capacity for AI accelerators and leading edge process nodes. Management is tying this multiyear capex supercycle to surging global demand for AI infrastructure and related compute. TSMC is pursuing market share gains and pricing power in advanced nodes as part of its response to the AI...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (ALGN) Valuation Check As Restructuring And New Product Suite Attract Fresh Investor Attention

Restructuring and new products draw fresh attention to Align Technology Align Technology (ALGN) is back on investor watchlists after management highlighted expected margin benefits from ongoing restructuring, alongside plans to roll out a new 0x3 product suite in North America. These company specific moves, combined with continued support from Dental Support Organizations and recent analyst commentary, are shaping how the market is thinking about the clear aligner leader heading into...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla Robotaxis And Optimus Robots Sharpen Long Term Autonomy Thesis

Tesla, NasdaqGS:TSLA, has started unsupervised robotaxi rides in Austin, its first driverless ride hailing service in the US. CEO Elon Musk also announced that Optimus humanoid robots are planned to be available for public purchase by the end of 2027. These moves extend Tesla beyond its core car business into commercial autonomy and consumer robotics. Tesla, trading at around $449.06 per share, is adding fresh storylines on top of its existing electric vehicle and energy businesses with the...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Is Adobe (ADBE) Offering Value After A 31% One Year Share Price Decline

If you are wondering whether Adobe's current share price reflects its long term potential, it helps to separate the company’s story from what the market is currently willing to pay. The stock last closed at US$301.07, with returns of 1.7% over 7 days, a 14.7% decline over 30 days, a 9.7% decline year to date, and a 30.8% decline over 1 year, which may have shifted how some investors see its growth prospects and risk profile. These moves are playing out against a backdrop of ongoing interest...
NYSE:BLK
NYSE:BLKCapital Markets

Should BlackRock’s 2025 Results and Rieder’s Fed Prospects Require Action From BlackRock (BLK) Investors?

In mid-January 2026, BlackRock, Inc. reported full-year 2025 results showing revenue of US$24.22 billion, net income of US$5.55 billion and basic earnings per share from continuing operations of US$35.83, while also announcing a quarterly dividend of US$5.73 per share payable on March 24, 2026. At the same time, BlackRock executive Rick Rieder’s emergence as a leading contender for the next Federal Reserve chair put the asset manager at the center of debates over future U.S. monetary policy...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Valuation Check After Recent Share Price Consolidation

Alphabet (GOOGL) is back in focus after recent trading, with the stock closing at US$327.93 and showing mixed short term returns, including a roughly 1% decline over the past week. See our latest analysis for Alphabet. That slight 7 day share price slip sits against a stronger backdrop, with a 30 day share price return of 4.41%, a 90 day share price return of 26.17% and a 1 year total shareholder return of 64.43%. Taken together, these figures suggest momentum has been building over time as...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

A Look At Science Applications International (SAIC) Valuation After Q3 2026 Earnings Beat And Undervalued Tech Label

Science Applications International (SAIC) moved into focus after fiscal Q3 2026 earnings exceeded EPS estimates despite lower revenue, with management pointing to the government shutdown and some analysts describing the company as an undervalued tech name for 2026. See our latest analysis for Science Applications International. The latest fiscal Q3 2026 results come after a solid run in the share price, with a 30 day share price return of 7.14% and a 90 day share price return of 17.06%, while...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

Assessing TeraWulf (WULF) Valuation As Bitcoin Mining And AI HPC Expansion Gains Traction

TeraWulf (WULF) has been reshaping its business around low carbon Bitcoin mining and high performance computing, energizing new capacity and signing long term, credit enhanced AI infrastructure leases that appear to be drawing fresh investor attention. See our latest analysis for TeraWulf. The recent AI focused leasing activity and ramp up in Bitcoin and HPC capacity has coincided with a 1 month share price return of 14.7% and a 1 year total shareholder return of 123.6%. This suggests...
NYSE:TT
NYSE:TTBuilding

How Investors Are Reacting To Trane Technologies (TT) Data Center Cooling Push And Brand Recognition

In recent days, Trane Technologies has been recognized again among Fortune’s World’s Most Admired Companies and America’s Most Trusted HVAC brands, while also introducing its new DCDA coolant distribution solution for data centers in Asia Pacific with initial orders from China expected to ship in early 2026. Together with ongoing sustainability accolades and strong progress toward its emissions-reduction commitments, these developments underscore Trane Technologies’ positioning at the...
NasdaqCM:SSII
NasdaqCM:SSIIMedical Equipment

Assessing SS Innovations International (SSII) Valuation After Strong Preliminary Revenue Guidance

SS Innovations International (SSII) drew fresh attention after issuing preliminary unaudited revenue guidance, signaling a sharp step up in its surgical robotics business for the fourth quarter and full year 2025. See our latest analysis for SS Innovations International. Even with the new revenue guidance pointing to stronger business momentum, SS Innovations International’s share price has been under pressure, with a 30 day share price return of 10.9% and a 90 day share price return of...
NYSE:IRM
NYSE:IRMSpecialized REITs

Is Iron Mountain (IRM) Still Priced Attractive After Strong Multi Year Share Gains

If you have been wondering whether Iron Mountain's share price still lines up with its fundamentals, this article walks through what the current market price might be implying about value. The stock recently closed at US$93.59, with returns of 14.9% over 30 days, 12.4% year to date, an 89.0% gain over 3 years and a 243.0% gain over 5 years. However, the last 7 days saw a 2.4% decline and the last year a 12.7% decline. Recent headlines around Iron Mountain have focused on its role as a real...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS) Margin Decline Challenges Bullish Earnings Growth Narratives

Cohen & Steers (CNS) closed out FY 2025 with Q4 total revenue of US$143.8 million and basic EPS of US$0.68, alongside trailing twelve month revenue of US$556.1 million and EPS of US$2.99 that modestly edged up from US$517.4 million and US$3.00 a year earlier. Over that same trailing period, net income excluding extraordinary items moved from US$151.3 million to US$153.2 million, setting the backdrop for investors to weigh forecast earnings growth against slightly softer margins and to...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner Recognition Raises Questions On Valuation, Margins And Future Returns

BorgWarner (NYSE:BWA) has been named to Fortune's 2026 World's Most Admired Companies list. This is the fourth consecutive year the company has appeared on the list. BorgWarner ranked highly within its sector on measures such as social responsibility, product quality, and investment value. BorgWarner's repeat recognition on Fortune's list arrives with the stock at $47.71 and a value score of 2, alongside a 48.3% return over the past year. Returns of 22.9% over three years and 38.9% over...
NYSE:SDRL
NYSE:SDRLEnergy Services

Why Seadrill (SDRL) Is Up 11.4% After Securing US$235 Million In New Offshore Contracts

Seadrill Limited announced in January 2026 that it had secured new offshore contracts for the West Capella in Malaysia, West Elara in Norway and an extension for West Carina in Brazil, together adding about US$235 million in firm-term contract value and options-linked upside. Beyond the headline value, these fixtures lengthen Seadrill’s revenue visibility into 2026–2027 across three key offshore regions, highlighting how contract coverage supports operational planning and earnings...