NYSE:LOW
NYSE:LOWSpecialty Retail

Does Lowe’s Push Into Pro Services And Higher-Margin Deals Reshape The Bull Case For LOW?

Lowe’s Companies has been expanding its professional services arm through acquisitions such as Artisan Design Group and Foundation Building Materials in 2025, aiming to better serve contractors and offset weaker DIY trends and pressured margins. This shift, alongside a rising but still moderate level of short interest and a long record of dividend growth, highlights how Lowe’s is reshaping its business mix while facing competitive and debt-related constraints. We’ll now explore how Lowe’s...
NYSE:SVV
NYSE:SVVMultiline Retail

Savers Value Village (SVV) Valuation After Insider Selling and New Credit Agreement

Significant insider selling by President and COO Tanious Jubran at Savers Value Village (SVV), along with a new credit agreement, has put the thrifter’s balance sheet and leadership confidence under a sharper investor microscope. See our latest analysis for Savers Value Village. Against that backdrop, Savers Value Village’s 1 month share price return of 14.55 percent looks like a short term rebound within a more cautious trend. The year to date share price return of negative 7.89 percent and...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo’s Recent Share Price Slide Creating a Quiet Opportunity in 2025?

Wondering if PepsiCo at around $143 is a quietly attractive entry point, or just an expensive comfort stock you already know too well? The share price has drifted lower recently, with returns of -4.2% over the last week, -1.2% over the last month, and -4.3% year to date, even though the 5 year return still sits at a modest 13.8%. Recent headlines have focused on PepsiCo doubling down on its snacks and beverages portfolio, from expanding zero sugar offerings to rolling out new product...
NasdaqGS:LAES
NasdaqGS:LAESSemiconductor

SEALSQ (LAES) Valuation Check After Quantum-Ready IoT Partnership and Geneva Quantum Center Leadership Move

SEALSQ (LAES) just teamed up with Airmod on an open source enabled middleware stack built around its secure DevKits, aiming to cut quantum resistant IoT device deployment timelines roughly in half. See our latest analysis for SEALSQ. Those moves land at an interesting moment for investors, with SEALSQ’s share price last closing at $4.16 and showing a 7 day share price return of 7.77 percent, but a year to date share price return of minus 52.02 percent and a 1 year total shareholder return of...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart (UPST) Valuation Check After Tech CU Expansion Into Personal Loans and Future Auto Refinance

Upstart Holdings (UPST) is back in focus after Tech CU expanded its use of Upstart’s AI lending platform, adding personal loans now and planning auto refinance offerings in early 2026 through the Upstart Referral Network. See our latest analysis for Upstart Holdings. The Tech CU expansion comes as Upstart’s share price has rebounded, with a 7 day share price return of 7.04 percent and 30 day share price return of 23.58 percent. This comes even though the year to date share price return of...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Evaluating Fifth Third (FITB) After a 14% Monthly Rally: Is the Bank Still Undervalued?

Fifth Third Bancorp (FITB) has quietly put together a strong run, with the stock up about 14% over the past month and 16% in the past year, outpacing many regional bank peers. See our latest analysis for Fifth Third Bancorp. That 13.91% 1 month share price return, alongside a 16.15% 1 year total shareholder return, suggests momentum is building as investors warm to Fifth Third’s growth profile and risk outlook at around $48.22 per share. If strong regional bank performance has your attention,...
NYSE:MTN
NYSE:MTNHospitality

Assessing Vail Resorts After Recent Share Price Weakness and Cash Flow Valuation Gap

If you are looking at Vail Resorts and wondering whether the recent share price weakness has finally turned this into a bargain, you are not alone. The stock is trading around $139.66 after a choppy spell, down 10.7% over the last week but still up 3.4% over the past month, while longer term returns, such as a 20.3% drop year to date and a 23.1% slide over the last year, keep many investors cautious. Recently, investors have been focused on how Vail is navigating changing travel patterns and...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Did Alliant Energy’s Regulatory Veteran Appointment Just Reframe LNT’s Growth and Oversight Narrative?

Alliant Energy has announced that long-serving executive David A. de Leon will retire in 2026 after 39 years, with Rebecca Cameron Valcq appointed President of Wisconsin Power and Light and Vice President of Alliant Energy and Interstate Power and Light, effective January 5, 2026. Valcq’s prior role as Chair of the Public Service Commission of Wisconsin gives Alliant Energy a leader with deep regulatory insight at the helm of a key subsidiary. We’ll now examine how Valcq’s regulatory...
NasdaqGS:PCVX
NasdaqGS:PCVXBiotechs

Taking Stock of Vaxcyte (PCVX): Valuation After Encouraging VAX-31 Phase 2 Results and Bullish Analyst Outlook

Recent analyst commentary around Vaxcyte (PCVX) zeroed in on encouraging Phase 2 data for its VAX-31 pneumococcal vaccine, sharpening investor focus on how the program could reshape the company’s prospects as it heads into pivotal Phase 3 trials. See our latest analysis for Vaxcyte. Those upbeat VAX-31 data have arrived after a choppy stretch, with the share price at $47.65 and a 7 day share price return of 10.66 percent. This contrasts with a year to date share price return of negative 42.80...
NYSE:RKT
NYSE:RKTDiversified Financial

Rocket Companies (RKT): Assessing Valuation After a 79% Year-to-Date Share Price Rebound

Rocket Companies (RKT) has quietly kept climbing, and with the stock up roughly 79% this year, investors are asking whether the move still makes sense or if expectations are running ahead of reality. See our latest analysis for Rocket Companies. The recent run has been powered less by flashy headlines and more by shifting sentiment, as investors warm to Rocket Companies’ improving revenue trends and housing market resilience. A 79.26% year to date share price return and 209.54% three year...
NYSE:BKD
NYSE:BKDHealthcare

Assessing Brookdale Senior Living (BKD) After Its Multi‑Year Recovery Rally

Market context for Brookdale Senior Living Brookdale Senior Living (BKD) has quietly turned into a strong recovery story, with shares up more than 115% this year and roughly 300% over the past 3 years. See our latest analysis for Brookdale Senior Living. The latest leg of Brookdale’s move has seen a 90 day share price return of just over 30 percent, following a period of recent consolidation. This suggests momentum is still broadly constructive when viewed in the context of its multi year...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Globalstar (GSAT): Reassessing Valuation After a Strong Year-Long Share Price Surge

Globalstar (GSAT) has quietly delivered a strong run, almost doubling year to date and more than doubling over the past year. This performance is prompting investors to reconsider how the satellite operator is being valued. See our latest analysis for Globalstar. That surge has been driven less by a single headline and more by steadily improving sentiment, with an 82.54 percent 3 month share price return and a standout 1 year total shareholder return of 114.04 percent, signaling strong...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Plains All American (PAA): Reassessing Valuation After Portfolio Shift Toward Stable Fee-Based Earnings and Dividend Growth

Plains All American Pipeline (PAA) is reshaping its portfolio with a $3.8 billion sale of Canadian NGL assets and a full buyout of the Epic Crude Oil Pipeline, sharpening its focus on steadier fee-based earnings and dividend growth. See our latest analysis for Plains All American Pipeline. These portfolio moves come after a steady run, with the share price at about $17.74 and a modest 30 day share price return of 3.26 percent, while the five year total shareholder return of 211.71 percent...
NasdaqGS:GEMI
NasdaqGS:GEMICapital Markets

Is Gemini Space Station (GEMI) Overvalued After Its Recent Share Price Uptick? A Fresh Look at Valuation

Gemini Space Station (GEMI) has quietly climbed in the past week, even as its stock remains deep in the red for the year, and that disconnect is exactly what has investors talking. See our latest analysis for Gemini Space Station. That recent 7 day share price return of 2.9 percent, and 30 day share price return of 5.6 percent, looks more like a tentative bounce than a true reversal when you set it against a brutal year to date share price return of roughly negative 64 percent at a last close...
NYSE:AVTR
NYSE:AVTRLife Sciences

Avantor (AVTR) Valuation Check After a Year of Sharp Share Price Declines

Avantor (AVTR) has been grinding through a tough stretch, with the share price sliding over the past year even as revenue edges higher. That disconnect sets up an interesting value conversation for patient investors. See our latest analysis for Avantor. At around $11.28 per share, Avantor’s 1 year total shareholder return of roughly negative 47 percent tells you sentiment has been reset, and the slightly negative 3 month share price return suggests momentum is still fading, even as...
NYSE:GFF
NYSE:GFFBuilding

Does Griffon’s Quiet Beat and Soft Outlook Reframe the Earnings Power Story for GFF?

Earlier this quarter, Griffon reported quarterly revenue of US$662.2 million, essentially flat year on year but about 4.9% above analyst estimates, alongside full-year EBITDA guidance that also came in ahead of expectations. What stands out is that Griffon delivered this earnings and guidance beat even as it issued the weakest full-year update among its peers and the broader home construction materials group signaled softer near-term conditions. We’ll now examine how Griffon’s...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics (CYTK): Evaluating Valuation After FDA Approval of First oHCM Therapy MYQORZO

The catalyst here is clear: Cytokinetics (CYTK) just secured FDA approval for MYQORZO, its first commercial therapy for symptomatic obstructive hypertrophic cardiomyopathy, turning years of clinical work into a real revenue opportunity. See our latest analysis for Cytokinetics. Investors have been repositioning around that catalyst all year, with the 90 day share price return of 34.18 percent and a 1 year total shareholder return of 32.25 percent suggesting momentum is building rather than...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair (DINO): Reassessing Valuation After Recent Share Price Pullback

HF Sinclair (DINO) has had a choppy few months, with the stock sliding roughly 13% over the past month and 14% over the past 3 months, even after a strong year. See our latest analysis for HF Sinclair. The recent slide looks more like a breather than a breakdown, with the share price still up strongly year to date and a three year total shareholder return that remains positive, while the five year total shareholder return is particularly impressive. If HF Sinclair’s moves have you rethinking...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger (KR) Valuation Check as Board Approves Another $2 Billion Share Repurchase Authorization

Kroger (KR) just gave investors a clear signal on how it sees its future by expanding its share repurchase authorization by another $2 billion, lifting the total program to $9.5 billion. See our latest analysis for Kroger. At a share price of $62.93, Kroger’s modest year to date share price gain contrasts with a much stronger three year total shareholder return above 50 percent, suggesting longer term momentum remains intact even as investors digest regulatory headlines and this larger...
NasdaqGS:MNMD
NasdaqGS:MNMDPharmaceuticals

Is MindMed (MNMD) Turning Psychedelic Policy Tailwinds Into a Durable Neuropsychiatry Advantage?

In recent coverage, Jones Trading initiated research on Mind Medicine (MindMed) with an upbeat view on its MM120 program in generalized anxiety disorder and major depressive disorder, emphasizing the company’s positioning in psychedelic drug development for neuropsychiatry. The firm also pointed to emerging New Jersey legislation advancing regulated therapeutic access to psilocybin, underscoring how evolving state-level policy could shape MindMed’s future operating landscape. We’ll now...
NYSE:SDRL
NYSE:SDRLEnergy Services

Seadrill (SDRL) Is Up 7.9% After New Gulf and Angola Contracts Extend Rig Visibility – Has The Bull Case Changed?

In December 2025, Seadrill Limited announced new contract awards for the West Neptune and Sevan Louisiana in the U.S. Gulf and a five-well option exercise extending the Sonangol Quenguela’s operations in Angola to February 2027, adding about US$48 million to backlog from the West Neptune alone. The maiden deployment of Trendsetter well-intervention equipment on the Sevan Louisiana and the multi-well extension in Angola highlight both technological progress and longer-term rig visibility for...
NYSE:FCN
NYSE:FCNProfessional Services

FTI Consulting (FCN): Reassessing Valuation After a Quiet 3‑Month Share Price Rebound

FTI Consulting (FCN) has quietly outperformed the market over the past 3 months, gaining about 10% even as its year to date return is still negative. That combination makes the current setup interesting. See our latest analysis for FTI Consulting. The recent 1 month share price return of about 8 percent and 3 month share price return near 10 percent, against a weaker year to date share price return and slightly negative 1 year total shareholder return, suggests momentum is rebuilding as...
NYSE:MPW
NYSE:MPWHealth Care REITs

Medical Properties Trust (MPW): Valuation Check After Dividend Hike, Buyback Plan and Ongoing Tenant Bankruptcy Risks

Medical Properties Trust (MPW) just raised its quarterly dividend to 0.09 and opened the door to a 150 million dollar buyback, signaling growing confidence in its cash flows despite ongoing tenant and bankruptcy overhangs. See our latest analysis for Medical Properties Trust. That confidence move comes after a choppy stretch, with a roughly 25% year to date share price return and a 43% one year total shareholder return suggesting momentum is rebuilding, even as five year total shareholder...
NYSE:PCG
NYSE:PCGElectric Utilities

Reassessing PG&E (PCG) Valuation After Recent Underperformance and Signs of Share Price Stabilization

Why PG&E Is Back on Investors Radar PG&E (PCG) has quietly lagged the broader market this year, and that underperformance is exactly why more value focused investors are starting to revisit the stock now. See our latest analysis for PG&E. At around $15.82, the share price tells a mixed story, with a sharply negative year to date share price return but a solid 90 day rebound suggesting sentiment might be stabilising even as the one year total shareholder return remains firmly in the red. If...