Wheels Up Experience (UP) is back in focus after receiving a NYSE notice about its sub US$1 share price, outlining cost reduction plans and expanding its Delta Air Lines partnership to let members book Delta flights through its portal.
See our latest analysis for Wheels Up Experience.
The NYSE notice and the expanded Delta partnership come after a sharp rebound in the 1 day share price return of 46.58% and a 7 day share price return of 44.45%. However, the 1 year total shareholder return...
Xometry (XMTR) is back in focus after announcing new high performance additive manufacturing materials, enhanced controls in its Instant Quoting Engine, and additional buyer options that closely align with aerospace, defense, and automotive needs.
See our latest analysis for Xometry.
At a share price of US$64.06, Xometry has seen a 10.45% 1 month share price return and 31.57% 3 month share price return. Its 1 year total shareholder return of 92.43% points to momentum that has been building...
In early January 2026, Wolfe Research downgraded Gulfport Energy Corporation from “Outperform” to “Peer Perform” after lowering its long-term US natural gas price assumptions, while US natural gas futures also fell to a 10-week low on warmer weather and softer heating demand.
This combination of a more cautious analyst stance and weaker commodity pricing expectations has sharpened investor focus on Gulfport’s sensitivity to long-term natural gas fundamentals.
We’ll now examine how Wolfe...
Xencor recently outlined its 2026 priorities and advancement milestones for its clinical-stage XmAb drug portfolio, highlighting progress across oncology and autoimmune programs, including early anti-tumor activity and tolerability for its lead T-cell engagers.
An important takeaway for investors is Xencor’s expectation that its current cash resources should fund research and operations through 2028, supporting multiple planned pivotal studies without near-term financing guidance.
We’ll now...
UroGen Pharma (URGN) shares are in focus after the company reported that its bladder cancer therapy ZUSDURI now has a permanent J code (J9282), effective January 1, 2026, simplifying reimbursement.
See our latest analysis for UroGen Pharma.
The J code news comes after a strong run for UroGen Pharma, with a 90 day share price return of 24.06% and a 1 year total shareholder return of 116.01%, signaling that momentum has been building rather than fading.
If this kind of healthcare access story...
Rush Street Interactive recently reported third-quarter 2025 results that exceeded analyst expectations, delivered record revenue growth, and raised full-year guidance, while its CEO and CFO executed pre-arranged insider share sales following equity conversions and performance unit vesting.
Despite these insider transactions, management’s stronger outlook and operational momentum suggest that trading-plan-driven sales may coexist with continued confidence in the company’s prospects.
With...
In recent months, TopBuild has benefited from a construction surge, with its installer-distributor model capturing value from both material markups and installation services, helping it consistently exceed earnings estimates.
This dual-revenue approach has allowed TopBuild to enhance margins while some manufacturers face cost pressure, highlighting how its business model can extract more value from robust building activity.
We'll now examine how TopBuild's installer-distributor model,...
In January 2026, Rigel Pharmaceuticals issued full-year 2026 earnings guidance, projecting total revenue of about US$275 million to US$290 million, including US$255 million to US$265 million in net product sales and US$20 million to US$25 million in contract revenue.
This fresh guidance gives investors a clearer view of how management currently sees the balance between core product sales and partnership-driven contract income.
We’ll now consider how Rigel’s new 2026 revenue guidance,...
First Watch Restaurant Group has recently expanded its New England footprint by opening a 3,100-square-foot restaurant on Boylston Street in Boston’s Back Bay, featuring seating for 130 guests, an outdoor patio, a full bar and locally inspired artwork, alongside its made-to-order breakfast, brunch and lunch menu and Project Sunrise coffee.
This Back Bay opening highlights First Watch’s push into dense urban, experience-focused neighborhoods, adding a new proof point for its daytime-only...
Artisan Partners Asset Management reported preliminary assets under management of US$180.80 billion as of November 30, 2025, and disclosed that annual fund distributions and a US$2.70 billion redemption by a non‑U.S. institutional client in early December affected these figures.
This combination of income and capital gains distributions with a large, pension‑linked institutional outflow highlights how client concentration and market structure can quickly reshape Artisan’s asset base.
We’ll...
Sify Technologies (NasdaqCM:SIFY) has just posted its Q3 2026 numbers, with revenue of ₹11,596 million and a net loss, excluding extra items, of ₹329 million, setting the tone for how investors assess its current footing. The company has seen quarterly revenue move from ₹10,491 million in Q3 2025 to ₹11,596 million in Q3 2026, while trailing 12 month revenue stands at ₹42,550.58 million against a trailing 12 month net loss of ₹1,569.96 million, which keeps the spotlight firmly on its margin...
In recent days NovaBay Pharmaceuticals has attracted intense trading interest as it pursued asset sales, preferred stock designations, and leadership changes instead of outright liquidation, while working to maintain its NYSE American listing.
This combination of corporate restructuring steps and renewed focus on preserving the public listing has turned the company into a speculative focal point for investors reviewing its remaining options.
We’ll now examine how this shift toward...
At CES 2026, Ambarella launched its CV7 edge AI vision SoC, built on Samsung’s 4nm process with third-generation CVflow acceleration, and unveiled its online Ambarella Developer Zone to streamline building and deploying edge AI applications across its SoC portfolio.
Together, the CV7 and DevZone moves suggest Ambarella is shifting from a pure chip supplier toward a broader platform approach that tightly links its hardware and software ecosystem for edge AI developers.
Next, we’ll examine how...
Ligand Pharmaceuticals recently updated its long-term outlook, projecting 40% royalty revenue growth for 2026 and a 23% compound annual growth rate through 2030, supported by products including Filspari, Ohtuvayre and Capvaxive.
The company also highlighted more than US$1.00 billion in deployable capital for new royalty deals targeting unmet medical needs, underlining its capacity to expand the portfolio further.
We’ll now examine how this upgraded royalty growth outlook, underpinned by...
In recent days, VNET Group announced plans to build 10 GW of green computing capacity and launched its Hyperscale 2.0 AI data center initiative across multiple regions in China, while broader optimism around US-listed Chinese stocks was reinforced by bullish commentary on AI-driven growth and policy support.
This combination highlights how VNET is positioning its infrastructure toward AI-focused, energy-efficient data centers at the same time investors are reassessing AI-related...
Worthington Steel (WS) is back in focus after its latest Form 10-Q highlighted financial and operational performance tied to automotive demand, the Sitem Group acquisition in Europe, and increased use of AI and technology.
See our latest analysis for Worthington Steel.
The recent Form 10-Q, the Sitem Group acquisition in Europe and the push into AI supported operations are all landing against a share price of $36.93, with a 90 day share price return of 20.41% and a 1 year total shareholder...
Empire State Realty Trust recently signed a lease with Tourneau, LLC for a 3,767 sq ft Rolex retail store at 86 North Sixth Street in Williamsburg, Brooklyn, and previously announced that its fourth-quarter 2025 results will be released on February 17, 2026, followed by a conference call on February 18, 2026.
The addition of a high-profile luxury tenant to ESRT's North Sixth Street Collection underscores the appeal of its Williamsburg retail cluster to premium brands and may reinforce the...
Tanger Inc. recently upsized and priced a US$220 million offering of 2.375% exchangeable senior notes due 2031, alongside new unsecured term loans totaling US$550 million, to refinance debt, support share repurchases, and bolster liquidity.
By pairing exchangeable notes with capped call transactions and extending its debt maturities into the next decade, Tanger is explicitly prioritizing balance sheet flexibility while seeking to limit future share dilution for existing investors.
We’ll now...