NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers’ Private Real Estate Reset: What Does Shieh’s Promotion Signal About CNS’s Strategy?

Cohen & Steers, Inc. recently appointed Diana Shieh as Chief Operating Officer and Head of Asset Management for its Private Real Estate Group, while also reporting preliminary assets under management of US$90.5 billion as of December 31, 2025, reflecting a US$1.4 billion decline from November due to market depreciation and distributions partly offset by net inflows. The combination of a senior hire with deep real estate experience and a recent AUM pullback highlights how Cohen & Steers is...
NasdaqCM:NAGE
NasdaqCM:NAGELife Sciences

Is Niagen Bioscience (NAGE) Using Investor Summits To Recast Its Healthy Aging Strategy Narrative?

Niagen Bioscience, Inc. recently presented at the 2nd Annual Lytham Partners Healthcare Investor Summit on January 15, 2026, outlining its latest developments to healthcare-focused investors. This conference appearance matters because it offered management a focused platform to clarify the company’s direction in healthy aging bioscience and its Niagen portfolio to an audience of capital allocators. We’ll now examine how this Lytham Partners Summit presentation, and any expectations around...
NYSE:MTN
NYSE:MTNHospitality

Assessing Vail Resorts (MTN) Valuation As Telluride Labor Unrest Highlights Rising Staffing Costs

Labor unrest at Telluride puts staffing costs and operations in focus for Vail Resorts Telluride ski patrollers recently went on strike seeking higher wages as living costs rise in mountain towns, drawing attention to labor conditions and potential cost pressures for Vail Resorts (MTN) and its resort partnerships. See our latest analysis for Vail Resorts. The Telluride dispute arrives after a mixed period for investors, with a 7 day share price return of 6.15% contrasting with a 30 day share...
NYSE:NVT
NYSE:NVTElectrical

A Look At nVent Electric (NVT) Valuation After Dividend Raise And Positive Analyst Reaffirmations

Dividend change and renewed analyst attention put nVent Electric (NVT) in focus nVent Electric (NVT) has drawn fresh investor attention after lifting its quarterly dividend from $0.20 to $0.21 per share, and Citi and Barclays recently reaffirmed positive views on the stock. See our latest analysis for nVent Electric. The dividend increase and recent analyst commentary come after a mixed stretch for the shares, with the latest share price at $104.54 and a modest 30 day share price return of...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Is Cipher Mining (CIFR) Quietly Redefining Its Strategic Edge With Ulysses And New Policy Hires?

Cipher Mining recently appointed industry veterans Lee Bratcher as Head of Policy and Government Affairs and Drew Armstrong as Head of Strategic Initiatives, while also presenting at the 28th Annual Needham Growth Conference and advancing its first non‑Texas 200‑megawatt “Ulysses” site in Ohio. These moves highlight Cipher’s push to strengthen its regulatory influence in key energy markets and broaden its compute infrastructure footprint beyond Texas. Against this backdrop, we’ll examine how...
NYSE:DOCN
NYSE:DOCNIT

What DigitalOcean Holdings (DOCN)'s Character.ai Inference Breakthrough Means For Shareholders

In January 2026, DigitalOcean announced that its Inference Cloud Platform, built in collaboration with AMD, doubled production inference throughput for Character.ai’s billion-plus daily AI queries while cutting cost per token by half and maintaining strict latency targets. This performance milestone highlights DigitalOcean’s focus on hardware-aware optimization and real-world AI inference reliability, which may strengthen its positioning with large-scale AI customers beyond raw GPU...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Assessing Harmony Biosciences (HRMY) Valuation After WAKIX Growth Outlook And Pipeline Shifts

Harmony Biosciences Holdings (HRMY) is back in focus after recent updates on WAKIX revenue projections, late stage pitolisant programs, and the decision to discontinue its ZYN002 Fragile X program following a failed study. See our latest analysis for Harmony Biosciences Holdings. The recent guidance around WAKIX and late stage pitolisant programs comes after a mixed period for the stock, with a 38.88% 90 day share price return contrasting with a 27.40% 3 year total shareholder return decline...
NYSE:CTVA
NYSE:CTVAChemicals

How Investors May Respond To Corteva (CTVA) Launching Etlas Biofuels JV With bp

Corteva and bp recently launched Etlas, a 50:50 joint venture to develop crop-based feedstocks for sustainable aviation fuel and renewable diesel, targeting initial supply from 2027 and scaling to one million tonnes of feedstock annually by the mid-2030s. By turning intermediate crops like canola, mustard and sunflower into low-carbon fuel feedstocks grown on existing farmland, Etlas links Corteva’s seed innovation directly to emerging demand for cleaner transportation fuels while offering...
NYSE:COP
NYSE:COPOil and Gas

Is Wells Fargo’s COP Upgrade Reframing ConocoPhillips’ Dividend‑Led, LNG‑Enabled Cash Generation Story?

In recent days, Wells Fargo upgraded ConocoPhillips to Overweight, citing expectations for stronger dividend growth supported by reduced capital spending and future cash flow from the Willow project, while other developments highlighted the company’s gas discovery in Australia and continued use of its LNG technology in third‑party projects. An interesting angle for investors is how the long‑dated Willow development and growing LNG technology footprint could reshape ConocoPhillips’ cash...
NYSE:CAH
NYSE:CAHHealthcare

Assessing Cardinal Health (CAH) After A 73% One Year Share Price Surge

If you are wondering whether Cardinal Health's current share price still offers value after a strong run, this breakdown is designed to help you weigh that up with clear, grounded numbers. The stock recently closed at US$213.56, with returns of 3.1% over 7 days, 6.8% over 30 days, 3.8% year to date, 73.4% over 1 year, 194.7% over 3 years and 341.4% over 5 years. These figures may have shifted how some investors think about its risk and reward profile. Recent coverage of Cardinal Health has...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD) Valuation Check As Debt Falls And Royalty Portfolio Is Reworked

Royal Gold (RGLD) has drawn fresh attention after reporting approximately 64,000 gold equivalent ounces of stream segment sales for Q4 2025, along with a $400 million reduction in borrowings following the Sandstorm transaction. See our latest analysis for Royal Gold. These updates on stream sales, debt reduction and reshaped royalty exposure appear to sit alongside strong price momentum, with a 30 day share price return of 17.68% and a 1 year total shareholder return of 87.62%. This suggests...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is BWX Technologies (BWXT) Quietly Redefining Its Moat Through Radiopharmaceutical Supply Security?

On 14 January 2026, BWX Technologies presented at the CJS Securities 26th Annual “New Ideas for the New Year” Investor Conference, highlighting its position in nuclear and medical technologies. A key focus was BWXT Medical’s progress toward FDA approval of a Technetium-99m generator using commercially produced molybdenum, which could strengthen domestic supply security for high-volume diagnostic imaging procedures. We’ll now examine how BWXT Medical’s Technetium-99m generator progress and...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Time To Reassess Luckin Coffee (OTCPK:LKNC.Y) After Strong Market Share Headlines

If you are wondering whether Luckin Coffee at around US$34.15 is still a worthwhile addition to your watchlist, the key question is how its current price lines up with its underlying value. The stock has had mixed recent returns, with a 1.3% gain over the last 7 days, a 1% decline over the last 30 days, a 3.6% decline year to date, and a 34.5% return over the past year. The 3-year return sits at 49.1%, and the 5-year return is very large. Recent news around Luckin Coffee has focused on its...
NYSE:EOG
NYSE:EOGOil and Gas

A Look At EOG Resources (EOG) Valuation After Recent Share Price Rebound

Framing EOG Resources after recent performance EOG Resources (EOG) has drawn fresh attention after a recent rebound, with the stock up 2.5% over the past day and 8% over the past week. This movement invites a closer look at its fundamentals. See our latest analysis for EOG Resources. While the recent 7 day share price return of 7.99% and 1 month share price return of 4.54% suggest short term momentum is building, the 1 year total shareholder return of 16.41% decline and 3 year total...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

A Look At EZCORP (EZPW) Valuation After Earnings Beat And Rating Shift

Why EZCORP’s latest earnings and rating shift matter for investors EZCORP (EZPW) recently reported quarterly earnings that exceeded analyst expectations, coinciding with a move from a “strong-buy” to “buy” rating at one research outlet while other brokerages kept positive views in place. This combination of strong results and a modest rating change gives you a fresh data point to consider when assessing how the pawn-focused lender’s current share price compares with its recent performance and...
NasdaqGS:ALMS
NasdaqGS:ALMSPharmaceuticals

Alumis (ALMS) Is Up 35.8% After Psoriasis Data And $300M Raise Has The Bull Case Changed?

Earlier in January 2026, Alumis Inc. reported positive topline Phase 3 ONWARD1 and ONWARD2 results for its oral TYK2 inhibitor envudeucitinib in moderate-to-severe plaque psoriasis and subsequently completed a US$300.05 million follow-on common stock offering at US$17.00 per share. A key angle for investors is how envudeucitinib’s differentiated clinical profile and “pipeline-in-a-pill” potential, including possible applications in systemic lupus erythematosus, could influence Alumis’s...
NasdaqGS:CAI
NasdaqGS:CAIBiotechs

Could Caris Life Sciences (CAI)–Everlywell Cancer Test Tie-Up Redefine Its Precision Medicine Positioning?

In early January 2026, Caris Life Sciences announced a partnership with digital health company Everlywell to launch Caris Detect, a multi-cancer early detection blood test that applies whole genome sequencing and AI to identify molecular signals of cancer in the bloodstream, with commercialization planned through Everlywell’s platform in the first half of 2026. This collaboration highlights how advanced genomic screening and consumer-focused digital health distribution could broaden access...
NYSE:RHI
NYSE:RHIProfessional Services

Is Leadership Recognition and Stabilizing Demand Quietly Reframing the Investment Case for Robert Half (RHI)?

Recently, two senior Robert Half executives, Paul F. Gentzkow and George Denlinger, were named to Staffing Industry Analysts’ 2026 North America Staffing 100 list, recognizing their long-term leadership in talent and consulting services. This industry recognition, alongside commentary about resilient consulting operations and easing macroeconomic pressures, highlights how management strength may support Robert Half’s positioning in a gradually improving staffing landscape. We’ll now examine...
NYSE:ARE
NYSE:AREHealth Care REITs

A Look At Alexandria Real Estate Equities (ARE) Valuation After Lawsuits And Impairment-Linked Earnings Shock

Alexandria Real Estate Equities (ARE) is back in focus after investors filed multiple securities class action lawsuits related to its Long Island City property, following weaker than expected 2025 results and a large impairment charge. See our latest analysis for Alexandria Real Estate Equities. The latest legal actions and impairment news come after a volatile stretch where the share price return has recently improved, with a 30 day share price return of 18.41% and year to date share price...
NYSE:ASAN
NYSE:ASANSoftware

Is Asana (ASAN) Now An Opportunity After Extended Share Price Weakness

If you are wondering whether Asana's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. At a last close of US$11.42, the stock has seen a 15.7% decline over the past week, a 19.2% decline over the past month, an 11.9% decline year to date, and a 41.9% decline over the past year, with a 71.1% decline over five years and an 18.7% decline over three years. Recent attention on Asana has centered on how its work...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Is It Too Late To Consider Viavi Solutions (VIAV) After Its 75% One Year Surge?

If you are wondering whether Viavi Solutions at around US$17.80 is still good value after a strong run, you are not alone. The stock has pulled back 4.0% over the last week and is slightly lower over the past month and year to date, yet it is still up 75.5% over 1 year and 59.8% over 3 years, with a 5 year return of 9.7%. Recently, news flow around Viavi Solutions has focused on its role as a provider of network testing and monitoring equipment, particularly for telecoms and data center...
NYSE:IMAX
NYSE:IMAXEntertainment

Is IMAX (IMAX) Still Attractive After 54% 1-Year Surge And DCF Upside?

If you are wondering whether IMAX at around US$35.07 is still good value after its run, this article will walk through what the current share price might be implying. The stock has had a mixed run recently, with a 2.8% gain over the last week, a 10.2% decline over the last month, and returns of 54.0% over 1 year, 120.6% over 3 years, and 88.3% over 5 years. Recent attention on IMAX has centered on box office trends and its position in premium large format cinema, as investors assess how...
NYSE:NOW
NYSE:NOWSoftware

A Look At ServiceNow (NOW) Valuation After Recent Share Price Weakness

Context for ServiceNow’s recent share performance ServiceNow (NOW) has been under pressure recently, with the stock showing a 2.6% decline over the past day, a 10.8% drop over the past week, and deeper losses over the past month and past 3 months. See our latest analysis for ServiceNow. Zooming out, ServiceNow’s recent share price weakness, including the 1 year total shareholder return of 36.15% in the red and the year to date share price return of 8.71% in the red, points to fading momentum...
NYSE:AES
NYSE:AESRenewable Energy

Assessing AES (NYSE:AES) Valuation After Panama LNG Lawsuit Draws Investor Attention

Why a Panama LNG lawsuit has put AES (AES) under the spotlight A new civil lawsuit in Virginia, accusing AES (AES) of working with partners to exclude Sinolam from Panama’s LNG to power market and seeking over US$4b in damages, has sharply focused investor attention. See our latest analysis for AES. At a share price of US$14.00, AES has a year to date share price return of a 5.53% decline, while the 1 year total shareholder return of 26.25% contrasts with a 3 year total shareholder return of...