NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Is Patrick Industries (PATK) Quietly Turning Outsourcing Trends Into a More Durable Competitive Edge?

Patrick Industries recently appeared in Mairs & Power Small Cap Fund’s third-quarter 2025 investor letter as a new holding, and earlier this month presented at the Raymond James TMT & Consumer Conference in New York, underscoring its profile across recreational vehicle, marine, manufactured housing, and residential construction markets. The fund’s decision to initiate a position after tariff and inventory concerns had pressured the stock highlights how some institutional investors view...
NasdaqGS:ICFI
NasdaqGS:ICFIProfessional Services

ICF International (ICFI): Reassessing Valuation After a Recent Share Price Rebound

ICF International (ICFI) has been grinding through a mixed stretch in the market, and that uneven share performance is nudging investors to revisit whether the current valuation still makes sense. See our latest analysis for ICF International. Over the past few months, ICF International’s share price has tried to claw back ground, with a 1 month share price return of 11.12 percent partially offsetting a weaker year to date share price return of 24.44 percent and a 1 year total shareholder...
NasdaqGS:PNFP
NasdaqGS:PNFPBanks

Evaluating Pinnacle Financial Partners (PNFP) Valuation After Recent Share Price Strength

Pinnacle Financial Partners (PNFP) has quietly outperformed many regional peers, with the stock up about 6% this week and roughly 16% over the past month, drawing fresh attention to its valuation. See our latest analysis for Pinnacle Financial Partners. Zooming out, that short burst of strength comes after a tougher stretch, with the share price still showing a negative year to date share price return, while the five year total shareholder return near 70% hints at longer term compounding and...
NYSE:CVS
NYSE:CVSHealthcare

CVS (CVS) Valuation After Upgraded 2025–2026 Guidance and New AI-Driven Consumer Platform

CVS Health (CVS) just reset the bar for its turnaround, lifting its 2025 and 2026 guidance and laying out mid teens earnings growth targets through 2028 while unveiling an AI native consumer engagement platform. See our latest analysis for CVS Health. The updated guidance and AI platform plans have clearly caught investors’ attention. CVS Health’s 1 day share price return of 2.36% adds to an 82.79% year to date share price return and a 70% 1 year total shareholder return, suggesting momentum...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir (PLTR) Valuation Check After a Huge Share Price Run in 2024

Palantir Technologies (PLTR) keeps drawing attention as its share price continues to swing after a huge run this year, prompting investors to revisit what is actually driving the story at current levels. See our latest analysis for Palantir Technologies. After a blistering run this year, Palantir’s latest share price of $187.54 reflects a market that is pausing to reassess expectations. This comes even as its year to date share price return of 149.42 percent and three year total shareholder...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

Should William Blair’s New Coverage of BrightSpring Health Services (BTSG) Require Action From Investors?

Earlier this month, BrightSpring Health Services presented at the Bank of America Home Care Conference, where CEO Jon B. Rousseau and CFO Jennifer A. Phipps outlined the company’s home- and community-based care platform to investors. Shortly afterward, William Blair initiated research coverage on BrightSpring with a positive rating, signaling increased institutional attention and interest in the company’s long-term business outlook. Now, we’ll examine how William Blair’s new coverage and...
NasdaqGS:NDSN
NasdaqGS:NDSNMachinery

Does Nordson’s Premium Valuation Still Make Sense After Its Strong Multi Year Run?

If you are wondering whether Nordson is a quietly overvalued industrial name or a sleeper opportunity hiding in plain sight, this breakdown will walk you through what the current price is really implying. The stock has drifted slightly lower in the short term, down 1.7% over the last week and 0.8% over the last month, but it is still up 14.4% year to date and 25.5% over five years. This hints at a longer term wealth compounder with some recent cooling. Recent coverage has focused on...
NYSE:TFIN
NYSE:TFINBanks

Triumph Financial (TFIN): Assessing Valuation After New BlueGrace Logistics Partnership Expands Freight Fintech Reach

Triumph Financial (TFIN) just added BlueGrace Logistics to its Triumph Network, a client win that underscores how its payments and automation platform is gaining traction with larger freight players and recurring transaction volumes. See our latest analysis for Triumph Financial. The BlueGrace win lands at a time when Triumph’s 1 month share price return of 14.82 percent contrasts sharply with a negative year to date share price return, while a 3 year total shareholder return of 27.47 percent...
NYSE:CE
NYSE:CEChemicals

Does Celanese’s 37% Slide in 2025 Create an Opportunity for Long Term Investors?

If you have been wondering whether Celanese is a beaten down bargain or a value trap, this is exactly the kind of setup where a deeper valuation check can make a real difference to your returns. The stock has bounced 7.4% over the last week and 3.4% over the last month, but that is off a much lower base after a painful slide of around 37.5% year to date and 37.7% over the last year. Investors have been digesting a mix of macro headlines around demand for specialty materials and chemicals,...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB): Revisiting Valuation After This Year’s Strong Share Price Run

Proto Labs (PRLB) has quietly put together a strong run this year, with the stock up about 37% year to date and roughly 20% over the past year, outpacing many industrial peers. See our latest analysis for Proto Labs. That momentum has not come out of nowhere, with a 7.5% 1 month share price return and a 20.2% 1 year total shareholder return suggesting investors are steadily warming to Proto Labs growth and risk profile. If Proto Labs has you rethinking your watchlist, this is a good moment to...
NYSE:IOT
NYSE:IOTSoftware

Samsara (IOT) Is Up 7.7% After First GAAP Profit And Surging Enterprise ARR - What's Changed

Samsara Inc. recently reported its third-quarter 2026 results, with revenue rising to US$415.98 million and net income reaching US$7.77 million, marking its first quarter of GAAP profitability after a loss in the prior year period. The company paired this milestone with a 29% year-on-year increase in Annual Recurring Revenue, record additions of large enterprise customers, and growing international traction, underscored by customer case studies such as Swissport’s incident and vehicle damage...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax’s New Income Qualify Tool Might Change The Case For Investing In Equifax (EFX)

Earlier this month, Equifax launched Income Qualify, a tool that uses verified income and employment data from The Work Number to help mortgage lenders assess borrowers earlier in the prequalification and pre-approval process. By pairing Equifax credit files with upfront income verification and offering lower-priced VantageScore mortgage scores, the company is pushing deeper into lenders’ workflow and cost decisions. We’ll now examine how earlier access to verified income data for mortgage...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP): Evaluating Valuation After Renewed Buyback Approvals and Capital Return Plans

Brookfield Infrastructure Partners (NYSE:BIP) just renewed its normal course issuer bids, giving management fresh approval to buy back and cancel a meaningful slice of LP units, preferred units, and exchangeable shares over the next year. See our latest analysis for Brookfield Infrastructure Partners. The timing of these renewed buybacks lines up with a clear turn in sentiment. The latest share price of $35.10 and a solid 90 day share price return of 14.48% support a 10.76% one year total...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

Is iQIYI a Hidden Bargain After an 88% Five Year Share Price Slide?

Wondering if iQIYI at around $2 a share is a hidden bargain or a value trap? You are not alone, and this is exactly what we are going to unpack. The stock is roughly flat over the last week, down 8.1% over the past month and about 11% over the last year, after a brutal 88.2% slide over five years that still shapes how the market views its risk and recovery potential. Recent headlines have centered on iQIYI's ongoing push into premium originals and partnerships in China as it tries to...
NYSE:TPB
NYSE:TPBTobacco

Has Turning Point Brands Rallies in 2025 Already Priced In Future Growth?

If you are wondering whether Turning Point Brands is still a smart buy after its big run up, you are not alone. This article is going to unpack exactly what the current price might be baking in. The stock has climbed 6.0% over the last week, 4.1% over the last month, and is now up an eye catching 72.5% year to date, with a massive 430.9% gain over three years and 151.2% over five years that has clearly changed how the market views its prospects. Recent attention around Turning Point Brands...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Crinetics Pharmaceuticals (CRNX) Valuation Check After First-Patient Dosing in New SST2 Tumor Trial

Crinetics Pharmaceuticals (CRNX) just hit an important milestone, as it has dosed the first patient in its Phase 1/2 BRAVESST2 trial of CRN09682 for SST2 positive neuroendocrine tumors and other SST2 expressing solid tumors. See our latest analysis for Crinetics Pharmaceuticals. The BRAVESST2 milestone comes after a powerful run in the share price, with a roughly 45% 3 month share price return helping claw back some of the softer year to date move and setting up stronger long term momentum...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Preformed Line Products (PLPC): Assessing Valuation After First Dividend Increase Since 2001 Listing

Preformed Line Products (PLPC) just gave income focused investors something new to consider, approving a 5% hike to its quarterly dividend, the first increase since the company listed in 2001. See our latest analysis for Preformed Line Products. The move lands after a strong run, with the latest share price at $231.5 and an impressive year to date share price return of about 80%. The five year total shareholder return of roughly 267% shows that long term momentum has been firmly building. If...
NasdaqCM:NN
NasdaqCM:NNSoftware

Why NextNav (NN) Is Up 7.8% After Launching Its 5G PNT Network in Santa Clara County

NextNav Inc. recently began operating its 5G Positioning, Navigation and Timing (PNT) Network in Santa Clara County, California, using multiple fixed base stations, a standalone 5G core, and its 3D PNT architecture to provide a terrestrial complement and backup to GPS. This deployment uniquely tests a standards-compliant 5G Positioning Reference Signal under real-world conditions, an important step toward offering resilient 3D location and timing services for critical infrastructure, public...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Newell Brands (NWL) Valuation After Job Cuts, Store Closures and Lowered Q4 Outlook

Newell Brands (NWL) just paired a sweeping productivity overhaul, including more than 900 job cuts and 20 Yankee Candle store closures, with lowered Q4 guidance as Latin America sales improve more slowly than management expected. See our latest analysis for Newell Brands. Despite the sweeping restructuring moves, the share price has shown a 1 month share price return of about 18% and a 7 day share price return near 5%. However, that bounce sits against a much steeper year to date share price...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Navan (NAVN) Valuation Check After 19% Monthly Slide and 30% Year-to-Date Share Price Drop

Navan (NAVN) has been under pressure lately, with the stock sliding about 19% over the past month and roughly 30% year to date. This has raised fresh questions about how investors should value its AI-driven travel platform. See our latest analysis for Navan. Zooming out, that sharp recent slide in Navan’s share price sits on top of an already weak year to date share price return. This suggests momentum has clearly cooled as investors reassess both growth runway and execution risk. If Navan’s...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

BioMarin (BMRN): Has the Market Overreacted to This Year’s Pullback in a Profitable Rare-Disease Leader?

BioMarin Pharmaceutical (BMRN) has quietly slid about 20% this year, even as revenue and net income keep growing. That disconnect is exactly what has value focused biotech investors taking a closer look. See our latest analysis for BioMarin Pharmaceutical. At around $52.99 per share, BioMarin’s roughly 20% year to date share price decline and steep three and five year total shareholder return drawdown suggest sentiment has cooled. At the same time, steady revenue and profit growth hint that...