NasdaqGS:FFIN
NasdaqGS:FFINBanks

Does Stronger Earnings And Lower Net Charge-Offs Change The Bull Case For First Financial Bankshares (FFIN)?

First Financial Bankshares, Inc. reported its full-year 2025 results on January 22, 2026, with net interest income rising to US$500.89 million and net income reaching US$253.58 million, alongside higher basic and diluted earnings per share from continuing operations of US$1.77 versus US$1.56 a year earlier. The bank also disclosed that fourth-quarter 2025 net charge-offs fell to US$0.391 million from US$1.94 million in the prior-year quarter, pointing to improved credit quality that could be...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Will AI-Focused Machine Vision Expectations and 2026 Guidance Shift Cognex's (CGNX) Automation Narrative?

Cognex has recently attracted renewed attention as investors focus on its AI-enabled machine vision and automation offerings ahead of its February 2026 earnings report, while broader enthusiasm for technology and semiconductor names has been supported by eased US-European trade tensions. An interesting angle is how expectations for AI software adoption and capital spending guidance have become central to how investors assess Cognex’s longer-term automation role. We’ll now examine how this...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

Is Alignment Healthcare (ALHC) Pricing Justified After 62% One Year Share Price Gain

If you are trying to figure out whether Alignment Healthcare is fairly priced or not, starting with what the current market is implying can help you frame that question clearly. The stock recently closed at US$23.61, with returns of 4.9% over 7 days, 20.9% over 30 days, 16.8% year to date and 62.0% over the past year. These figures may influence how investors think about its growth potential and risk. Recent news flow around Alignment Healthcare has largely focused on its position in the US...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS) Valuation Check After Q4 Revenue Growth And Lower Net Income

Cohen & Steers (CNS) just posted its Q4 2025 results, reporting revenue of US$143.8 million and net income of US$34.88 million. These figures have quickly sharpened investor focus on the stock. See our latest analysis for Cohen & Steers. The Q4 2025 earnings release comes after a mixed year for the stock, with a 30 day share price return of 8.74% and a 1 year total shareholder return decline of 20.43%, suggesting recent momentum has picked up even as longer term performance remains weaker. If...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Assessing Papa John’s (PZZA) Valuation After Flat Revenues And Missed EBITDA Guidance

Papa John's International (PZZA) has been under pressure after reporting flat year on year revenue and missing full year EBITDA guidance, prompting investors to reassess the stock following a 12.2% share price decline. See our latest analysis for Papa John's International. The recent sell off sits within a much weaker backdrop, with a 90 day share price return of 32.1% decline and a 3 year total shareholder return of 52.3% decline. This suggests momentum has been fading as investors reassess...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Should SRx Health’s Stake and New Housing Policy Tailwinds Require Action From Opendoor Technologies (OPEN) Investors?

In recent days, SRx Health Solutions disclosed that it acquired a position in Opendoor Technologies, while President Trump issued an executive order aimed at limiting large institutional purchases of single-family homes to support affordability. Together with easing US mortgage rates, this combination of a new institutional investor and a policy backdrop focused on individual homebuyers has sharpened attention on whether Opendoor’s iBuyer model can translate improved housing conditions into...
NasdaqCM:ZENA
NasdaqCM:ZENASoftware

ZenaTech (ZENA) Is Up 21.8% After Quantum-Enabled Drone Platform Reveal Has The Bull Case Changed?

ZenaTech recently launched its ZenaDrone IQ Quad, an autonomous VTOL AI drone aimed at land surveying, construction and urban planning, while progressing a proprietary quantum computing platform to process complex drone-generated data for U.S. defense and government applications. This combination of a purpose-built surveying drone and an in-house quantum analytics initiative highlights ZenaTech’s push toward a vertically integrated Drone as a Service offering with specialized defense and...
NYSE:SF
NYSE:SFCapital Markets

Is It Too Late To Consider Stifel Financial (SF) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Stifel Financial at US$130.88 is offering fair value or a margin of safety, you are not alone. The stock has returned 0.5% over the last 7 days, 1.9% over the past month, 2.0% year to date, 15.8% over 1 year, 109.5% over 3 years and 173.8% over 5 years. This naturally raises questions about what is already priced in and what might still be on the table. Recent news coverage around Stifel Financial has focused on its position as a diversified financial services...
NYSE:GE
NYSE:GEAerospace & Defense

GE (GE) Margin Improvement To 18.8% Tests Valuation Caution Narrative

Setting the scene on General Electric's latest numbers General Electric (GE) closed FY 2025 with fourth quarter revenue of US$12.7 billion and basic EPS of US$2.33, while trailing twelve month revenue reached US$45.9 billion and EPS came in at US$8.10. The company has seen quarterly revenue move from US$10.8 billion in Q4 2024 to US$12.7 billion in Q4 2025, with basic EPS over the same quarters shifting from US$1.77 to US$2.33. This sets up a year where improving net profit margins are front...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

US Stock Market Today S&P 500 Futures Edge Lower On Steady Rates Firm Growth

The Morning Bull - US Market Morning Update Friday, Jan, 23 2026 US stock futures are slightly softer this morning, with S&P 500 contracts edging down about 0.1%, as investors weigh steady borrowing costs against stronger global growth signals. The 10 year US Treasury yield is broadly unchanged, which suggests expectations for the Federal Reserve to keep rates on hold next week are intact, so mortgage rates around 6.09% on a 30 year loan remain a real consideration for homebuyers and property...
NYSE:PLD
NYSE:PLDIndustrial REITs

Prologis (PLD) Q4 FFO Stability Supports Bullish Narratives Despite Valuation Concerns

Prologis (PLD) just wrapped up FY 2025 with Q4 revenue of US$2.3 billion and basic EPS of US$1.46, while trailing twelve month revenue came in at US$8.8 billion and EPS at US$3.47. Over recent periods the company has seen revenue move from US$8.2 billion and EPS of US$3.32 on a trailing basis in Q3 2024 to US$8.8 billion and EPS of US$3.47 by Q4 2025, giving you a clear read on how the top line and per share results have tracked into this latest print. With net income over the trailing year...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

Assessing CECO Environmental (CECO) Valuation After Strong Revenue Growth And Margin Expansion

CECO Environmental (CECO) is back on investors’ radar after delivering 19% annual revenue growth over the last two years, alongside higher operating margins, a combination that points to both scale benefits and market share gains. See our latest analysis for CECO Environmental. That backdrop has been matched by strong market interest, with the share price at $68.21 after a 12.45% 1 month share price return and 30.77% 3 month share price return. The 1 year total shareholder return of 124.15%...
NYSE:GNL
NYSE:GNLREITs

Is GNL’s Aggressive Asset Sales And Debt Reduction Altering The Investment Case For Global Net Lease (GNL)?

Global Net Lease recently reached a 52-week high after reporting the completion of the McLaren Campus sale in Woking, England, continuing a multi-year asset disposition program and confirming a quarterly dividend payable in January 2026. By selling about US$3.30 billions of assets since early 2024 and clarifying that recent regulatory filings were administrative rather than signaling imminent capital raising, the company has focused attention on its balance sheet and capital discipline. We...
NYSE:LHX
NYSE:LHXAerospace & Defense

A Look At L3Harris Technologies (LHX) Valuation After Recent Share Price Strength

What recent performance suggests about L3Harris Technologies (LHX) L3Harris Technologies (LHX) has drawn fresh attention after a strong run, with the share price at $355.75 and total returns of 19% over the past month and 21% over the past 3 months. See our latest analysis for L3Harris Technologies. Beyond the recent surge, L3Harris Technologies has paired strong short term share price momentum, including a 19.45% 30 day share price return, with a much longer track record reflected in a 5...
NYSE:OTIS
NYSE:OTISMachinery

Otis Worldwide (OTIS) Valuation Check As New Gen3 Elevators Roll Out And New COO Takes Charge

Otis Worldwide (OTIS) has drawn fresh attention after rolling out eight connected Gen3 elevator products across Europe, the Middle East and Africa, and naming Enrique Miñarro Viseras as its new Chief Operating Officer. See our latest analysis for Otis Worldwide. These product launches and leadership changes come as Otis Worldwide’s share price, recently at US$90.27, shows modest momentum, with a 30 day share price return of 2.78% and year to date share price return of 2.18%. This is set...
NYSE:DELL
NYSE:DELLTech

Assessing Dell Technologies (DELL) Valuation After Sector Downgrade And AI Optimism

Dell Technologies (DELL) has been under pressure after Morgan Stanley turned cautious on IT hardware, pointing to softer enterprise demand and higher component costs, even as Barclays highlighted strength in Dell’s AI focused business. See our latest analysis for Dell Technologies. Dell’s recent swings, including the sell off after Morgan Stanley’s sector downgrade and gains tied to AI server optimism, sit against a 30 day share price return of an 8.19% decline and a 3 year total shareholder...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Is Political Risk Around NASA Contracts Reframing Intuitive Machines' (LUNR) Core Investment Narrative?

In early January 2026, analysts reassessed Intuitive Machines after mixed views emerged on the company’s prospects amid political uncertainty surrounding NASA’s Lunar Terrain Vehicle contract. This split in analyst opinion, set against growing attention on new lunar missions and recent corporate moves, has sharpened investor focus on how government contract risk shapes the company’s outlook. Next, we’ll examine how the political uncertainty around the Lunar Terrain Vehicle contract shapes...