NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA): Assessing Valuation Potential After Recent Gains and Analyst Price Target Updates

Mastercard (MA) continues to be a focus for investors this week, driven by the strength of its underlying fundamentals and steady performance. Shares have remained near recent highs, with returns up 12% over the past year. See our latest analysis for Mastercard. While Mastercard’s share price has eased back by just over 1% in the past week, the bigger picture shows continued momentum, with an 8.33% rise year-to-date and a strong 12.42% total shareholder return over the last year. This...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Is GlobalFoundries' (GFS) Interim CFO Move a Glimpse Into Its Long-Term Leadership Strategy?

GlobalFoundries announced in late October that Chief Financial Officer John Hollister has departed the company for personal reasons, with Senior Vice President Sam Franklin assuming the role of Interim CFO as the search for a permanent successor begins. This abrupt leadership transition has placed added attention on the company's executive stability and its approach to succession planning at a crucial financial position. Next, we'll consider how the unexpected departure of GlobalFoundries'...
NYSE:AWI
NYSE:AWIBuilding

Armstrong World Industries (AWI): Evaluating Current Valuation After a Recent Pullback in Share Price

Armstrong World Industries (AWI) shares have moved slightly in recent trading, trending down about 4% over the past week. Investors may be taking a closer look at recent company fundamentals and weighing its steady performance against market expectations. See our latest analysis for Armstrong World Industries. Armstrong World Industries may be cooling off this week, but the longer view shows real momentum. The stock’s 38.2% year-to-date share price return and a total return of 39.4% over the...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Rambus (RMBS): Assessing Valuation After Record Q3 Growth and Lower Forward Guidance

Rambus (RMBS) sparked conversation among investors after releasing its third quarter results, highlighting record product revenue and double-digit annual growth. This performance was largely due to its position in DDR5 and the AI market. The company also issued product revenue guidance for the following quarter that came in below what many had hoped. This prompted a swift and noticeable reaction in the stock price as investors weighed growth against future profitability pressures. See our...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Is Rocket Lab’s 455.8% Rally in 2025 Justified After Latest Contract Wins?

Thinking about what to do with Rocket Lab stock? You are not alone. This fast-rising space launch innovator has quickly become a headline maker, drawing attention from both seasoned investors and newcomers wondering if the sky is truly the limit. After an explosive 155.4% return this year and a staggering 455.8% gain over the past year, it is only natural to ask if those who missed the initial boost still have time to get on board. Recently, Rocket Lab’s shares have seen strong momentum,...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Amkor Technology (AMKR) Valuation in Focus After Q3 Beat, Softer Guidance and CEO Transition

Amkor Technology (AMKR) is in the spotlight following its third quarter 2025 results. The company topped Wall Street’s revenue and earnings forecasts, which reflects demand in advanced packaging and robust sales in key market segments. See our latest analysis for Amkor Technology. After a brisk rally through the past three months, Amkor Technology’s share price is up 34% in the last quarter and 24% year-to-date, reflecting building momentum on the back of record quarterly revenues and recent...
NYSE:VYX
NYSE:VYXSoftware

How Investors Are Reacting To NCR Voyix (VYX) Expanding POS Solutions with Marco's Pizza International Rollout

NCR Voyix Corporation was selected by Marco's Technology Services as the preferred technology provider for Marco's Pizza's new international locations, beginning with a store in Mexico and at least five further sites, all deploying NCR Voyix's Aloha Essentials platform. This partnership highlights NCR Voyix's expanding international reach and positions the company as a core technology provider for a rapidly growing global restaurant brand. We'll explore how NCR Voyix's Marco's Pizza...
NYSE:TME
NYSE:TMEEntertainment

Tencent Music (NYSE:TME): Assessing Valuation After Recent Share Price Dip and Long-Term Performance

Tencent Music Entertainment Group (NYSE:TME) shares dipped about 3% in recent trading, even as the company continues to show steady revenue and net income growth over the past year. Investors are digesting the stock’s performance after a month marked by mixed returns. See our latest analysis for Tencent Music Entertainment Group. Zooming out, Tencent Music’s share price has built impressive momentum this year. The stock boasts a 103% year-to-date gain and a remarkable 524% total shareholder...
NYSE:DOW
NYSE:DOWChemicals

Assessing Dow After Shares Surge 16.7% on Sector Optimism

Thinking about what to do with Dow stock right now? You’re not alone. After a sharp drop since the start of the year, shares of Dow have caught the eye of investors on the hunt for opportunity. Just this past week, Dow’s stock shot up a remarkable 16.7%. Even when you zoom out, the past month shows a solid 10.5% return. Of course, these rebounds come on the heels of some steep declines. Dow is still down 35.8% year-to-date and off nearly 45% from where it stood a year ago. The recent price...
NYSE:HNI
NYSE:HNICommercial Services

HNI (HNI): Evaluating Valuation Following Recent Share Price Declines

HNI (HNI) shares have seen mixed performance over the past month, with the stock giving up about 3% in that period and declining 13% over the past 3 months. Investors keeping an eye on HNI may wonder what the next catalyst for the stock could be as it sits about 9% lower year to date, even though there have been longer-term multi-year gains. See our latest analysis for HNI. HNI’s recent share price slip reflects a cooling in momentum, even as the company’s long-term total shareholder returns...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Will FDA Platform Technology Designation for HSV-1 Vector Change Krystal Biotech's (KRYS) Narrative?

Krystal Biotech recently announced that its HSV-1 viral vector, used in KB801 for the treatment of Neurotrophic Keratitis, received FDA platform technology designation. This regulatory milestone highlights the growing recognition of Krystal's gene therapy platform and could strengthen its position in advancing additional therapies across several indications. We'll examine how the FDA platform technology designation could strengthen Krystal Biotech's investment narrative and support future...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

How Newmark's India Facilities Management Expansion Could Shape NMRK's Global Growth Story

Newmark Group, Inc. recently expanded its Property and Facilities Management business into India, hiring industry veteran Sathish Rajendren as Executive Managing Director to oversee operations in India and the Asia-Pacific region from Bangalore. This expansion positions Newmark to capitalize on India’s surging demand for institutional-grade commercial real estate management, with office absorption reaching approximately 60 million square feet in the first nine months of 2025. We'll explore...
NYSE:LEG
NYSE:LEGConsumer Durables

Leggett & Platt (LEG): $659M One-Off Loss Reinforces Profitability Concerns

Leggett & Platt (LEG) reported that earnings are forecast to grow at 3.4% per year, while revenue is projected to expand by 1.7% annually. Both figures lag well behind the broader US market’s expected growth of 15.6% for earnings and 10.1% for revenue. Although the company returned to profitability, its most recent results were impacted by a substantial one-off loss of $659.0 million. With a Price-to-Earnings Ratio of 6.4x, shares trade below both peers and industry averages. However, a...
NYSE:ECL
NYSE:ECLChemicals

Is Rising Revenue but Lower Profit in Q3 Shifting Ecolab's Investment Profile (ECL)?

Ecolab reported its third quarter 2025 results in the past week, posting US$4.17 billion in revenue, an increase from the previous year, but net income and earnings per share declined compared to the same quarter last year. The company's ongoing buyback program continued, with 600,000 shares repurchased in the third quarter, bringing total buybacks under its 2010 plan to over 57.55 million shares, or more than 21% of shares outstanding. We'll examine how Ecolab's higher revenue but lower net...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Is There Now an Opportunity in Exact Sciences After Its 18% Price Surge?

Thinking of what to do with Exact Sciences stock? You are not alone. Many investors are weighing their options after some notable swings in both the price and the risk perceptions around this innovative diagnostics company. Over the past month, shares have climbed an impressive 18.2%, setting a fresh tone of optimism that follows a more sluggish 1-year return of -9.1%. Looking further back, the company has delivered an 81.9% return over three years, underscoring that there is potential for...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Why Intel (INTC) Is Up 8.9% After Strong Q3 Earnings and New AI Partnership

In the past week, Intel reported third-quarter 2025 earnings that exceeded expectations, with net income of US$4.06 billion reversing a prior-year loss and revenue rising to US$13.65 billion. TurinTech announced a collaboration with Intel, aiming to bring AI engineering platform Artemis to Intel systems, underscoring Intel's increasing focus on AI solutions and workload optimization. We'll explore how Intel's recent AI-focused partnerships, like the TurinTech collaboration, could influence...
NasdaqGS:MQ
NasdaqGS:MQDiversified Financial

Can Marqeta’s (MQ) Leadership Shift Illuminate Its Approach to Revenue Concentration Risks?

In late October 2025, Marqeta appointed Sarah Barkema as Principal Accounting Officer, shifting responsibilities from CEO and CFO Mike Milotich, amid recent analyst downgrades highlighting concerns about customer concentration and growth prospects. This leadership change, combined with cautious analyst commentary, reflects market concerns about Marqeta’s revenue stability and long-term diversification. To assess the impact of these developments, we'll examine how executive leadership changes...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

How Investors May Respond To Wave Life Sciences (WVE) Advancing RNA Therapies for Rare Diseases and Obesity

Wave Life Sciences recently announced updates on multiple ongoing clinical studies, including promising advancements in RNA-based treatments targeting alpha-1 antitrypsin deficiency, Duchenne Muscular Dystrophy, and obesity. These developments highlight a growing focus on RNA editing and oligonucleotide therapeutics as the company expands its footprint in the precision medicine landscape. We'll explore how these positive clinical trial updates, especially in RNA-based therapies for rare...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy (ETR): Valuation in Focus After RBC Capital Reinstates Coverage With Outperform Rating

Entergy (ETR) shares have drawn extra attention after RBC Capital reinstated coverage with an Outperform rating. This signals renewed confidence in the company’s outlook and has prompted some investors to take another look at its valuation. See our latest analysis for Entergy. Entergy’s share price has been making a steady comeback, notching a 26% gain year to date while marking a remarkable 45.9% total shareholder return over the past year. Recent bullish analyst sentiment and positive...
NYSE:BBBY
NYSE:BBBYSpecialty Retail

Bed Bath & Beyond (BBBY): Losses Worsen at 59.6% Annual Rate, Challenging Value Narrative

Bed Bath & Beyond (BBBY) remains deeply in the red, with losses accelerating by an average of 59.6% per year over the past five years. While revenue is forecast to grow 7.5% annually, this trails the broader US market's expected 10.1% per year and profits are not expected for at least the next three years. Despite the company trading at a price-to-sales multiple of 0.5x versus a sector average of 0.7x, persistent unprofitability and recent share dilution keep investor sentiment cautious. See...
NYSE:CRH
NYSE:CRHBasic Materials

Should Analyst Optimism and US$80 Billion Milestone Prompt a Closer Look at CRH's (CRH) Growth Story?

In the past week, several analysts reiterated their positive views on CRH plc following its recent Investor Day, highlighting strong market positioning and growth drivers such as infrastructure and data centre demand. An important insight is that CRH’s market capitalization surpassed US$80 billion following the event, underscoring how investor enthusiasm is being bolstered by both analyst coverage and company updates. We'll explore how this wave of analyst optimism after Capital Markets Day...
NYSE:RVLV
NYSE:RVLVSpecialty Retail

Revolve Group (RVLV): Examining Valuation After Recent Share Price Momentum

Revolve Group (RVLV) shares have moved slightly lower in recent trading, giving investors a reason to revisit the company’s performance. Over the past month, the stock has gained 7%, which offers some perspective on current momentum. See our latest analysis for Revolve Group. Looking beyond the recent uptick, Revolve Group’s 30-day share price return of 6.6% suggests momentum may be returning, even as the year-to-date performance remains deep in the red at -30.1%. Over the past year, total...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Holdings Shares Surge 31% in 2025 Amid Cybersecurity Contract Wins

If you're weighing what to do with your Leidos Holdings shares, you're not alone. With the stock closing recently at $187.81, it's natural to wonder if now is the right time to buy, hold, or even step away. The numbers certainly catch the eye: while the past week has seen a slight retreat of -2.8%, Leidos is up 1.6% over the last month, and an impressive 31.1% year to date. The longer-term picture pops even more, with a whopping 128.1% return over five years. That kind of growth attracts...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health (OSCR): Is the Growing Product Pipeline Reflected in Its Current Valuation?

Oscar Health (NYSE:OSCR) just announced a wave of new health plan offerings, highlighted by Oswell, its first personal AI agent, and HelloMeno, the inaugural menopause-focused plan in the ACA marketplace. The company is also expanding into new regions and employer markets. See our latest analysis for Oscar Health. All this new product momentum comes on the heels of a strong run for Oscar Health's shares, with a 90-day share price return of nearly 40% and a year-to-date gain of 44%. Looking...