NYSE:PSX
NYSE:PSXOil and Gas

Is Western Gateway’s LA Expansion Quietly Reframing How Phillips 66 (PSX) Integrates Refining and Midstream?

Phillips 66 and Kinder Morgan previously launched a second open season for the proposed Western Gateway refined products pipeline, offering remaining capacity, new origin points, and added access to the Los Angeles market through a joint tariff supported by reversing existing Kinder Morgan lines. By linking midcontinent refinery supplies to high-demand markets such as Phoenix, Las Vegas, and Los Angeles, the Western Gateway project reshapes Phillips 66's refined product logistics footprint...
NYSE:AMTM
NYSE:AMTMProfessional Services

A Look At Amentum Holdings (AMTM) Valuation After Major Defense Contract Awards And Rising Analyst Optimism

Recent wins on a reported $3.5b Defense Threat Reduction Agency contract and a $120m Defense Information Systems Agency award have put Amentum Holdings (AMTM) on investors’ radar as they reassess the stock’s risk reward profile. See our latest analysis for Amentum Holdings. The recent contract wins and earnings beats come against a backdrop of strong momentum, with a 90 day share price return of 52.30% and a 1 year total shareholder return of 52.70% from a latest share price of $34.8. If...
NYSE:WD
NYSE:WDDiversified Financial

Will Walker & Dunlop's (WD) New HUD/FHA Platform and Affordable Bridge Venture Reshape Its Narrative?

In early January 2026, Apprise by Walker & Dunlop launched a national HUD/FHA multifamily valuation and market study practice group, led by industry veteran Nelson Pratt, MAI, while Walker & Dunlop also formed a US$250 million affordable housing bridge-lending joint venture with Pretium and arranged a US$112.5 million hotel refinancing in Brooklyn. This cluster of initiatives signals a deeper push into HUD-insured and affordable multifamily housing services, potentially reinforcing Walker &...
NYSE:ROK
NYSE:ROKElectrical

How THG Nutrition’s Plex MES Win At Rockwell Automation (ROK) Has Changed Its Investment Story

Rockwell Automation recently announced that THG Nutrition, part of THG PLC and home to Myprotein, has selected the cloud-based Plex Manufacturing Execution System to replace legacy systems, initially rolling it out at its Warrington, UK facility before extending it across multiple global sites. This win highlights how Rockwell’s Plex platform can unify data, improve real-time visibility, and support complex growth-by-acquisition models in highly regulated, multi-site nutrition...
NYSE:CVX
NYSE:CVXOil and Gas

Should Leviathan Expansion and Venezuela Push Reshape Chevron’s (CVX) Geopolitical Risk and Cash Flow Mix?

Chevron and its partners previously reached a final investment decision to expand the Leviathan natural gas field offshore Israel, aiming to double production capacity to about 21 billion cubic meters per year through new wells, subsea infrastructure, and platform upgrades to support regional energy security for Israel, Egypt, and Jordan. At the same time, Chevron’s push for an expanded U.S. license in Venezuela could materially reshape its mix of gas and heavy oil assets across politically...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Latest News In Digital Payment - Rapid Growth and Innovation Transform the Payment Market

The digital payment sector is witnessing significant growth, driven by increased digitization in banking and heightened adoption of virtual cards. Technological innovations such as cloud-native solutions and fintech partnerships are pivotal in enhancing real-time customer onboarding and secure, personalized payment experiences. The Payment Card Issuance Software Market, projected to grow from $1.86 billion in 2024 to $3.18 billion by 2029, is an exemplar of this trend, fueled by rising demand...
NasdaqGS:COLL
NasdaqGS:COLLPharmaceuticals

A Look At Collegium Pharmaceutical (COLL) Valuation After Recent Share Price Pullback

Event context and recent share performance Collegium Pharmaceutical (COLL) has drawn attention after recent trading, with the share price at US$45.60 and returns showing a 2.8% decline over the past day and 5.3% decline over the past week. See our latest analysis for Collegium Pharmaceutical. While the recent 1 day and 7 day share price returns are negative, the 90 day share price return of 28.96% and 1 year total shareholder return of 36.73% suggest momentum has been building over a longer...
NYSE:FCPT
NYSE:FCPTSpecialized REITs

A Look At Four Corners Property Trust’s Valuation After Its Latest Auto Care Sale Leaseback Acquisition

Four Corners Property Trust (FCPT) recently acquired a GreatWater 360 Auto Care property in Indiana for US$1.2 million via a sale leaseback, highlighting continued portfolio expansion with a long term, triple net corporate lease. See our latest analysis for Four Corners Property Trust. That latest auto care acquisition comes as the share price sits at US$24.80, with a 30 day share price return of 6.53% and a 5 year total shareholder return of 18.42%. This suggests momentum has picked up...
NYSE:XPRO
NYSE:XPROEnergy Services

A Look At Expro Group Holdings (XPRO) Valuation After Mixed Analyst Ratings

Expro Group Holdings (XPRO) has come into focus after mixed analyst actions, with Goldman Sachs reaffirming a Hold rating while Piper Sandler moved the stock to Underweight from Neutral, sending investors back to the fundamentals. See our latest analysis for Expro Group Holdings. After the analyst moves, Expro Group Holdings' share price of $16.21 comes after a 7 day share price return of 12.34% and a 30 day share price return of 24.98%. Its 1 year total shareholder return of 9.31% contrasts...
NYSE:AUB
NYSE:AUBBanks

Do Diverging AUB Earnings Estimates Hint At A Turning Point In Atlantic Union’s Profit Story?

Atlantic Union Bankshares recently drew attention as analysts updated their views and earnings estimates ahead of the company’s December 2025 quarter results, which were released in the past. While consensus points to higher earnings and revenue than a year earlier, a divergence between the Most Accurate Estimate and broader forecasts has introduced a layer of uncertainty around near-term performance expectations. With analysts’ earnings expectations now more finely balanced against mixed...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Is Value Holdings’ EEFT Stake And Reaffirmed EPS Outlook Altering The Investment Case For Euronet Worldwide?

In the fourth quarter of 2025, New York-based Value Holdings Management acquired 98,289 shares of Euronet Worldwide, citing confidence in the company’s earnings durability despite recent underperformance. This move coincided with a quarter in which Euronet Worldwide’s revenue grew 4% year over year and adjusted earnings per share rose 19%, while management reiterated expectations for full-year adjusted EPS growth of 12% to 16% even as it flagged foreign exchange and interest rate risks...
NYSE:GEL
NYSE:GELOil and Gas

Is Genesis Energy’s (GEL) Higher Distribution Signaling Durable Cash Strength or Strategic Repositioning?

Genesis Energy, L.P. recently declared higher quarterly cash distributions for the quarter ended December 31, 2025, setting a US$0.18 payment per common unit and US$0.9473 per Class A Convertible Preferred unit, both payable on February 13, 2026 to holders of record on January 30, 2026. This increase, alongside the partnership’s shift to generating free cash flow in the second half of 2025 and focus on improving leverage and credit metrics, highlights management’s confidence in the...
NYSE:WEX
NYSE:WEXDiversified Financial

How Integrating Health-E Commerce’s FSA/HSA Shopping Into Its Portal Has Changed WEX’s (WEX) Investment Story

In January 2026, Health-E Commerce, parent of FSA Store and HSA Store, announced a collaboration with WEX to integrate its eligible-expense-only marketplaces into the WEX benefits portal, giving account holders single sign-on access, real-time balance visibility, and one-click DirectPay from their FSA/HSA funds. By embedding curated, IRS-compliant FSA/HSA shopping directly into its platform, WEX is tightening the link between benefits administration and everyday healthcare spending decisions...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Alkermes (ALKS) Is Up 6.8% After FDA Breakthrough Tag for Narcolepsy Drug Candidate Alixorexton - What's Changed

Alkermes plc recently announced that the FDA granted Breakthrough Therapy designation to alixorexton, its investigational oral orexin 2 receptor agonist, for treating narcolepsy type 1, based on positive phase 1 and phase 2 data from the Vibrance-1 trial. This designation spotlights alixorexton’s potential to address persistent unmet needs in narcolepsy type 1 and could accelerate development of Alkermes’ broader orexin agonist program across sleep-related disorders. With alixorexton now...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Assessing Whether AMD (AMD) Still Looks Undervalued After Strong Recent Share Price Momentum

Why AMD stock is back in focus for investors Advanced Micro Devices (AMD) is drawing attention again as investors weigh its recent share performance, including a 1.7% move over the past day, against longer term returns and the company’s current earnings profile. See our latest analysis for Advanced Micro Devices. The recent 7 day share price return of 11.62% and 30 day share price return of 8.62%, against a 90 day share price return of a 2.60% decline, suggests momentum has picked back up...
NasdaqGS:ZYME
NasdaqGS:ZYMEBiotechs

Does Zymeworks’ HERIZON-GEA-01 Win And Milestone Potential Change The Bull Case For ZYME?

In early January 2026, Zymeworks reported positive Phase 3 HERIZON-GEA-01 results for its HER2-targeted therapy Ziihera in advanced gastroesophageal adenocarcinoma, alongside a series of leadership changes including new board and executive appointments and key retirements. A distinctive angle in this news is that the HERIZON-GEA-01 data could unlock up to US$440.0 million in potential approval-related milestones for Ziihera across the US, Europe, Japan, and China, adding financial...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

Legence And 2 Other Stocks That May Be Priced Below Estimated Value

As the U.S. market grapples with rising Treasury yields and uncertainty surrounding Federal Reserve decisions, investors are keenly observing potential opportunities amid recent index declines. In this environment, identifying undervalued stocks can be crucial for those looking to capitalize on discrepancies between market price and estimated value, as these stocks might offer growth potential despite broader economic challenges.
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Latest News In AI Chips - Micron Boosts DRAM Capacity with Strategic Taiwan Acquisition

Micron Technology has strategically moved to acquire Powerchip Semiconductor Manufacturing Corporation’s P5 fabrication site in Tongluo, Taiwan, for $1.8 billion, aiming to enhance its global presence in the memory solutions sector. This acquisition, including a sizable 300,000 square feet of cleanroom space, positions Micron to meet the increasing global demand for memory by boosting DRAM production capabilities. The initiative aligns with Micron's broader expansion plans and will establish...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

3 Growth Companies With High Insider Ownership And Up To 79% Earnings Growth

As U.S. markets face weekly losses amid climbing Treasury yields, investors are increasingly focused on companies with strong fundamentals and insider confidence to navigate these uncertain times. In this landscape, growth companies with high insider ownership stand out, as they often signal management's belief in the firm's potential and align interests between executives and shareholders.
NasdaqGM:ACRV
NasdaqGM:ACRVBiotechs

Penny Stocks To Watch In January 2026

As the U.S. markets grapple with recent declines and rising Treasury yields, investors are keenly observing potential opportunities in various sectors. Penny stocks, while often seen as relics of past market trends, continue to offer intriguing possibilities for those willing to explore smaller or newer companies at accessible price points. By focusing on solid financials and growth potential, these stocks can present unique opportunities for investors looking to tap into under-the-radar...
NasdaqGS:THFF
NasdaqGS:THFFBanks

US Market's Undiscovered Gems Three Promising Small Caps

As the U.S. market grapples with rising Treasury yields and a cautious Federal Reserve outlook, small-cap stocks are navigating a landscape marked by both challenges and opportunities. In this environment, identifying promising small caps requires a keen eye for companies with robust fundamentals that can weather economic fluctuations and capitalize on niche market demands.
NasdaqGS:WERN
NasdaqGS:WERNTransportation

How Investors Are Reacting To Werner Enterprises (WERN) Mixed Analyst Revisions On Trucking Outlook

In recent days, multiple research firms, including Barclays and Evercore ISI, have reiterated coverage on Werner Enterprises while revising their views on the company’s prospects and positioning in the trucking and logistics market. The mix of “Hold” and “Underperform” ratings alongside more optimistic outlooks highlights how differently analysts interpret Werner’s operational trajectory and profitability challenges. We’ll now examine how this broad reassessment by major analysts could...