NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

Assessing ADMA Biologics (ADMA) Valuation After Q3 Beat, FDA Yield Win, and Raised Revenue Guidance

ADMA Biologics (ADMA) just checked several key boxes for investors, with third quarter revenue topping expectations, FDA sign off on yield enhanced batches, and a higher 2025 sales outlook tied to Asceniv momentum. See our latest analysis for ADMA Biologics. The upbeat Q3 update and higher 2025 revenue guidance come on top of a powerful run, with a roughly 31% one month share price return and an exceptional five year total shareholder return that signals sustained, long term momentum. If...
NYSE:MA
NYSE:MADiversified Financial

Should Mastercard’s Strong Q3, AI Expansion and Antitrust Progress Require Action From Mastercard (MA) Investors?

Mastercard recently reported strong Q3 2025 results with revenue up 17% year over year and widening margins, while also advancing its digital footprint through an AI-powered Agent Pay rollout in the UAE and a Digital Country Partnership memorandum with Ukraine’s government. At the same time, progress toward resolving long-running U.S. merchant antitrust litigation suggests clearer visibility on future fee structures, which could meaningfully influence how investors assess Mastercard’s...
NasdaqGS:PEBO
NasdaqGS:PEBOBanks

Stronger Q3 Results And Rich Dividend Yield Might Change The Case For Investing In Peoples Bancorp (PEBO)

In the past quarter, Peoples Bancorp Inc. reported improved Q3 results, with higher revenue, rising net income, expanding net interest margin, loan growth and steady deposits alongside healthier asset quality. An additional draw for investors is Peoples Bancorp’s dividend profile, as its more than 5.5% yield and consistent increases support an income-focused thesis. We’ll now explore how this combination of stronger quarterly performance and an appealing dividend yield affects Peoples...
NYSE:ACM
NYSE:ACMConstruction

Has AECOM’s Recent Share Price Slide Opened a Long Term Opportunity in 2025?

If you have been wondering whether AECOM is quietly turning into a value opportunity or just a value trap, you are not alone. This article is going to walk through exactly what the current price really implies. Despite a solid multi year run with shares up 26.5% over 3 years and 124.3% over 5 years, the stock has recently cooled off, slipping 0.3% over the last week, 19.6% over the past month, and is now down 7.1% over the last year and 1.1% year to date. These moves have come as investors...
NYSE:UBER
NYSE:UBERTransportation

Does Uber Still Have Room To Run After Its 2025 Share Price Surge?

Wondering if Uber Technologies at around $90.99 is still a buy after its big run or if the upside has already been taken? This article will walk you through what the numbers are really saying about its value. Uber has been on a strong multi year tear, up 242.7% over 3 years and 72.9% over 5 years, with a 44.0% gain year to date even though the last 30 days have seen a modest -1.9% pullback and the past week a 3.9% rebound. Those moves are unfolding against a backdrop of Uber doubling down on...
NasdaqGS:GH
NasdaqGS:GHHealthcare

How Analyst Upgrades and Fresh Capital at Guardant Health (GH) Have Changed Its Investment Story

In recent days, several Wall Street firms reiterated positive ratings on Guardant Health while boosting their outlooks, highlighting the company’s leadership in liquid biopsy and precision oncology testing following stronger-than-expected third-quarter results and fresh capital raises through convertible notes and equity offerings. At the same time, Chief People Officer Terilyn J. Monroe’s sizeable stock sale alongside option exercises has drawn attention to insider activity against the...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Is Protagonist Therapeutics (PTGX) Overvalued After Its Recent Biotech Rally? A Fresh Look at the Valuation

Recent stock move and what is driving it Protagonist Therapeutics (PTGX) has quietly turned into one of this year’s stronger biotech performers, with the stock up about 24% year to date and more than 40% over the past 3 months. That kind of move usually signals investors are starting to assign higher odds to its late stage pipeline, especially lead candidate Rusfertide in polycythemia vera. See our latest analysis for Protagonist Therapeutics. With the share price now around $87,...
NYSE:NIO
NYSE:NIOAuto

Nio (NYSE:NIO): Rethinking Valuation After Second-Best Delivery Month and 76% Year-Over-Year Surge

NIO (NYSE:NIO) just logged its second best delivery month ever, shipping 36,275 vehicles in November, up 76% year over year. This puts the company within sight of one million cumulative deliveries. See our latest analysis for NIO. Even with this operational momentum, NIO’s share price at $5.01 reflects a mixed picture, with a 30 day share price return of minus 30.03% but a positive year to date share price return of 10.11%. The five year total shareholder return of minus 88.92% shows how long...
NYSE:EXPD
NYSE:EXPDLogistics

Does Expeditors Still Offer Value After Its Strong 2025 Share Price Rally?

Wondering if Expeditors International of Washington is still a smart buy after its strong run, or if the stock is already priced for perfection? This breakdown will help you decide whether the current tag makes sense. The share price has climbed to around $150.50, logging gains of 2.1% over the last week, 10.9% over the past month, and an impressive 36.8% year to date, with multi year returns still firmly positive. Behind those moves, investors have been watching global freight demand...
NYSE:GD
NYSE:GDAerospace & Defense

General Dynamics (GD) valuation after new partnerships, record backlog and three straight quarters of double‑digit earnings growth

General Dynamics (GD) has been getting fresh attention after a run of upbeat headlines, including new shipbuilding partnerships and AI collaborations, as well as three straight quarters of double digit earnings growth and a record defense backlog. See our latest analysis for General Dynamics. Those developments seem to be feeding into the share price story, with the stock now at $341.70 and a strong year to date share price return of roughly 31 percent helping underpin a robust five year...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks (PANW): Assessing Valuation After Big CyberArk, Chronosphere Deal Plans and Cooling Growth Sentiment

Palo Alto Networks (PANW) is back in the spotlight after management used the UBS Global Technology and AI Conference to double down on its ambitious Chronosphere and planned CyberArk deals, just as growth and sentiment cool. See our latest analysis for Palo Alto Networks. Those bold AI and cybersecurity bets have come as the stock has cooled a little, with a 1 month share price return of negative 8.78 percent and a slightly positive 90 day share price return of 0.63 percent. Long term holders...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX’s Modest Q4 Profit Gains Might Change The Case For Investing In StoneX Group (SNEX)

StoneX Group Inc. reported past fourth-quarter 2025 results, with revenue rising to US$32.72 billion from US$31.14 billion and net income increasing to US$85.7 million from US$76.7 million a year earlier. Earnings per share from continuing operations inched higher on both a basic and diluted basis, pointing to efficiency gains alongside top-line growth. We will now examine how StoneX Group’s higher revenue and earnings per share shape the company’s broader investment narrative for...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is Now the Moment to Reassess T-Mobile US After Its 5G Expansion Push?

Wondering whether T-Mobile US at around $208 a share is a bargain or a value trap right now? You are not alone, and we are going to unpack what the current price really implies. The stock has slipped about 0.5% over the last week and is off 5.2% year to date, but longer term it is still up 52.1% over three years and 64.1% over five. This tells you sentiment has been far from dull. Recent headlines have focused on T-Mobile US continuing to expand its 5G network coverage and enterprise...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Is It Too Late To Consider Blue Bird After Its 287% Three Year Surge?

If you are wondering whether Blue Bird's stock is still good value after its big multi year run, this section will walk through whether the current price fairly reflects its fundamentals or if there is more upside left. Even after a recent pullback of 3.5% over the last week and a flat 0.3% over the last month, the stock is still up 31.7% year to date and 287.1% over three years, which suggests investors have already priced in a lot of optimism. Recent headlines have focused on Blue Bird's...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Is Up 7.8% After Strong AI-Driven Quarter and Upbeat Guidance - What's Changed

In recent days, Applied Materials reported strong quarterly results and upbeat guidance, supported by firm demand for AI-enabled advanced memory and logic chips and wafer fab equipment. This combination of solid operational execution and increasingly positive analyst views highlights how central AI-related chipmaking tools have become to the company’s story. We’ll now examine how growing confidence in AI-driven equipment demand might influence Applied Materials’ existing investment...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

Should Newmark Group’s New Global Occupier Chief Reshape Its Services-Led Strategy for NMRK Investors?

Newmark Group recently appointed Peter Trollope, a veteran real estate leader formerly overseeing a US$1.00 billion global business at CBRE, as Global Head of Occupier Solutions to advance its integrated consulting, leasing and management offerings worldwide. This hire, alongside increasingly positive analyst coverage, underscores how Newmark is emphasizing global occupier services and leadership depth as key pillars of its commercial real estate platform. We’ll examine how Trollope’s...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB (MDB) Is Up 21.6% After Atlas-Led Beat, Buyback And 2026 Outlook Hike - Has The Bull Case Changed?

MongoDB recently reported third-quarter 2025 results showing revenue of US$628.31 million with a much smaller net loss of US$2.01 million, raised its fiscal 2026 revenue outlook to US$2.434 billion–US$2.439 billion, and completed a US$351.69 million buyback covering 1.77% of its shares. The company’s Atlas cloud database, which grew 30% year over year and now contributes about three-quarters of revenue, is increasingly central to MongoDB’s push to become a core data platform for AI workloads...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Has the Market Mispriced Harmonic After a 26.8% Drop in 2025?

Wondering if Harmonic at around $9.58 is a bargain or a value trap? You are not alone, and this is where a closer look at valuation really starts to matter. The stock has been choppy lately, up just 0.2% over the last week but still down 8.2% over the past month and 26.8% year to date. This hints that sentiment has cooled, even as the long term 5 year return of 36.7% tells a more optimistic story. Recently, investors have been weighing shifting expectations around Harmonic's broadband and...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Has The Skydance Merger Created a Compelling Opportunity in Paramount Skydance Stock?

If you are wondering whether Paramount Skydance is genuinely a bargain or just another media stock story everyone talks about and few understand, you are in the right place to see what the numbers actually say about its value. The share price has slipped 7.5% over the last week and is down 1.8% over the past month, yet it is still up 40.1% year to date and 37.0% over the last year. This mix hints at shifting market expectations rather than a simple up or down story. Much of the recent price...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Does Pagaya’s US$1.26 Billion Shelf Plan Reframe Its Growth Versus Dilution Trade‑Off (PGY)?

Pagaya Technologies has previously filed a shelf registration for up to US$1.26 billion in Class A ordinary shares, giving it flexibility to issue 53,055,988 new shares over time. This sizeable shelf registration highlights management’s emphasis on maintaining capital-raising optionality, which could influence future ownership dilution and funding plans. Now, we’ll examine how this sizeable shelf registration shapes Pagaya’s existing investment narrative around growth, funding flexibility,...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

What Costco Wholesale (COST)'s 8% November Sales Gain Means For Shareholders

In early December 2025, Costco Wholesale reported that net sales for November reached US$23.64 billion, with November and first-quarter fiscal 2026 sales both rising around 8% compared with a year earlier. The results reinforced Costco’s ability to grow membership-driven revenue even as factors like tariffs and cost pressures remain a key focus for investors. Next, we’ll examine how this resilient November sales growth shapes Costco’s investment narrative, particularly around membership...
NYSE:PWR
NYSE:PWRConstruction

Quanta Services (PWR): Valuation Check After Double-Digit Growth and Record $39.2 Billion Backlog

Quanta Services (PWR) is back in the spotlight after reporting double digit gains in revenue, adjusted EBITDA, and EPS, along with a record 39.2 billion dollar backlog that has investors rethinking its long term runway. See our latest analysis for Quanta Services. That strength is showing up in the market too, with Quanta’s share price at 464.84 dollars and a roughly 25 percent 3 month share price return helping extend an impressive multi year total shareholder return profile. If Quanta’s...
NYSE:UHS
NYSE:UHSHealthcare

Universal Health Services (UHS): Revisiting Valuation After Strong Multi‑Year Returns and a Recent Pullback

Universal Health Services (UHS) has quietly outperformed much of the healthcare sector this year, and the stock’s recent pullback could be giving long term investors another look at its growth story. See our latest analysis for Universal Health Services. After a strong run that has delivered a roughly 28 percent year to date share price return and an impressive multi year total shareholder return, the recent 7 day pullback looks more like a breather than a trend change, with momentum still...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing (BA) Is Up 8.0% After New Apache Deal, Higher Jet Targets And 2026 FCF Outlook - Has The Bull Case Changed?

In recent days, Boeing has secured a nearly US$4.70 billion Foreign Military Sales contract to build AH-64E Apache helicopters for international customers, outlined plans for higher 737 and 787 deliveries and a return to positive free cash flow in 2026, and added former Alaska Air Group CEO Bradley Tilden to its board. Taken together, these moves point to a company aiming to buttress long-term cash generation and governance while expanding a growing defense backlog. We’ll now examine how...