NYSE:WFC
NYSE:WFCBanks

A Look At Wells Fargo (WFC) Valuation After New AI Leadership, Emberpoint Venture And Dividend Confirmation

Wells Fargo (WFC) has been back in focus after appointing Faraz Shafiq as Head of AI Products and Solutions, backing the Emberpoint wildfire venture, and affirming a quarterly dividend of $0.45 per share. See our latest analysis for Wells Fargo. These AI hires, dividend decisions and bond issuances are arriving while the 1-day and 7-day share price returns of 0.75% and 2.37% contrast with a 30-day share price return decline of 6.88%. However, longer term total shareholder returns of 16.38%...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI IPS Study Points To Wider Immunotherapy Use And Investor Interest

Tempus AI (NasdaqGS:TEM) reported new study results on its Immune Profile Score (IPS) test. The study found IPS can more accurately predict outcomes for patients receiving immunotherapy compared with conventional biomarkers. The data suggests IPS may expand access to immune checkpoint inhibitor therapy for patients who are often overlooked, including those with rare cancers and microsatellite stable colorectal cancer. Tempus AI, which focuses on data driven precision medicine and AI tools...
NYSE:NFG
NYSE:NFGGas Utilities

A Look At National Fuel Gas (NFG) Valuation As Investors Await Upcoming Earnings And Guidance

National Fuel Gas (NFG) heads into its January 28, 2026 earnings release with investors focused on whether results and fresh guidance will shift sentiment, which has often reacted to past announcements. See our latest analysis for National Fuel Gas. At a share price of $83.17, National Fuel Gas has posted a 90 day share price return of 5.28%, while its 1 year total shareholder return of 25.36% and 5 year total shareholder return of 138.86% suggest momentum has been building over time. If you...
NYSE:EXPD
NYSE:EXPDLogistics

A Look At Expeditors International Of Washington (EXPD) Valuation After Recent Share Price Momentum

Short term moves versus longer term trends Expeditors International of Washington (EXPD) has delivered mixed recent returns, with a small 1 day and week decline but gains of about 4% over the past month and roughly 35% over the past 3 months. For longer term holders, the stock shows total returns of about 40% over the past year, around 52% over 3 years, and roughly 85% over 5 years. This puts recent trading into broader context. See our latest analysis for Expeditors International of...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Is It Time To Reassess Warner Bros. Discovery (WBD) After Its Strong One-Year Rally?

If you are wondering whether Warner Bros. Discovery is genuinely good value at its current share price, you are not alone. The numbers give plenty to think about. The stock closed at US$28.07 recently, after a 0.6% decline over the last 7 days and a 2.5% decline over the last 30 days, set against a 173.9% return over 1 year and an 89.4% return over 3 years. Recent share price moves sit against an ongoing focus on the company’s content portfolio, streaming ambitions and balance sheet. All of...
NYSE:RYN
NYSE:RYNSpecialized REITs

Is Rayonier (RYN) Pricing Reflect Long Term Timber REIT Prospects After Recent Share Pullback

If you are wondering whether Rayonier's current share price lines up with its underlying value, this breakdown is designed to give you a clear, method-by-method view of what the market might be pricing in. The stock recently closed at US$23.08, with a 6.0% return over 30 days and a 6.8% return year to date, set against a 5 year return of 1.8% and a 3 year return of a 19.2% decline. Recent coverage around Rayonier has focused on its position as a timber real estate investment trust and how...
NYSE:UPS
NYSE:UPSLogistics

UPS Resets Network And Cuts Amazon Ties To Sharpen Profit Focus

United Parcel Service (NYSE:UPS) is cutting a large share of its Amazon delivery volume as part of a push toward higher margin business. The company is carrying out its largest network reconfiguration to date, including the closure of dozens of facilities to streamline operations. UPS is expanding its global healthcare logistics footprint through the acquisition of Andlauer Healthcare Group. UPS sits at the center of global parcel and freight flows, and its decisions can influence pricing...
NYSE:GDDY
NYSE:GDDYIT

Assessing GoDaddy (GDDY) Valuation After Recent Share Price Weakness And Recurring Revenue Focus

Event context and recent share performance GoDaddy (GDDY) has been drawing attention after a period of weaker share performance, with the stock showing declines over the past month, past 3 months, year to date, and the past year. Against that backdrop, investors are weighing GoDaddy’s US$4,869.8m in revenue, US$828.5m in net income, and a value score of 5, alongside indications that some models suggest the shares trade at a discount. See our latest analysis for GoDaddy. At a share price of...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Assessing Quantum Computing (QUBT) Valuation After Revenue Growth Hopes And Luminar Semiconductor Asset Deal

Quantum Computing (QUBT) is back in focus after recent news on revenue growth expectations, expanding photonics offerings, fresh wins in quantum cybersecurity, and its role as stalking horse bidder for Luminar Semiconductor’s assets. See our latest analysis for Quantum Computing. The recent contract wins and the Luminar Semiconductor stalking horse bid come after a mixed stretch for Quantum Computing, with a 1-day share price return of 4.34% but a 90-day share price decline of 27.13%, and a...
NYSE:WRB
NYSE:WRBInsurance

W. R. Berkley Balances Record Earnings AI Spend And Heavy Buybacks

W. R. Berkley (NYSE:WRB) reported record operating earnings in its latest quarter. The company highlighted strong underwriting income and multiple years of record net income. Management outlined ongoing investment in artificial intelligence and technology across the business. W. R. Berkley also emphasized continued substantial capital returns to shareholders, including buybacks. W. R. Berkley, a U.S. based insurance group focused on property and casualty lines, is reporting record operating...
NYSE:APAM
NYSE:APAMCapital Markets

Is Artisan Partners (APAM) At An Attractive Price After Recent Share Gains?

If you are wondering whether Artisan Partners Asset Management at US$43.81 offers fair value or a potential bargain, this article walks through what the current price may imply. The stock has returned 2.3% over the last 7 days, 4.8% over the last 30 days, 5.8% year to date and 6.8% over the last year, with 3 year and 5 year returns of 49.7% and 29.6% respectively. Recent attention on asset managers, including Artisan Partners Asset Management, has centered on how they are positioned for...
NasdaqGS:MANH
NasdaqGS:MANHSoftware

Higher EPS Targets and Aggressive Buybacks Might Change The Case For Investing In Manhattan Associates (MANH)

Manhattan Associates reported past fourth-quarter 2025 results with revenue of US$270.39 million and net income of US$51.95 million, alongside new full-year 2026 guidance and an update on its long-running share repurchase program. An interesting angle is that the company has retired about one-fifth of its shares since 2017, while targeting 2026 GAAP EPS between US$3.37 and US$3.53 and a GAAP operating margin in the mid‑20s. Next, we’ll examine how this combination of higher earnings guidance...
NYSE:HGV
NYSE:HGVHospitality

Iridian Backs Hilton Grand Vacations As Guidance And Valuation Draw Focus

Iridian Asset Management has significantly increased its stake in Hilton Grand Vacations (NYSE:HGV), making the position a high conviction holding. Company management has reaffirmed full year guidance despite operational challenges. Leadership continues to highlight expectations for cash generation while addressing recent headwinds. Hilton Grand Vacations, trading as NYSE:HGV, operates in the vacation ownership and timeshare space, a segment closely tied to leisure travel and consumer...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Does The Recent Pullback In Berkshire Hathaway (BRK.B) Open A Long Term Opportunity?

If you have ever wondered whether Berkshire Hathaway's share price really matches what you are getting for each dollar invested, this is the moment to take a closer look at the numbers behind the stock. Recently, the share price closed at US$474.67, with returns of a 2.2% decline over 7 days, a 4.7% decline over 30 days, a 4.5% decline year to date, and gains of 1.0% over 1 year, 52.4% over 3 years and 104.4% over 5 years. These mixed shorter term moves sit alongside longer term returns that...
NYSE:RH
NYSE:RHSpecialty Retail

RH Leadership Shift Puts Gallery Execution And Stock Story In Focus

RH (NYSE:RH) reported the departure of Chief Gallery & Customer Officer Stefan Duban, with his responsibilities reassigned across the senior leadership team. The company has outlined internal shifts to oversee gallery operations and customer experience following his exit. RH, trading at $209.81, has seen mixed share performance, with a 13.0% return over 30 days and an 8.5% return year to date, set against a 50.4% decline over the past year. Over longer periods, the stock shows a 32.8%...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Assessing Bruker (BRKR) Valuation After Recent Share Price Weakness

Why Bruker Stock Is On Investors’ Radar Today Bruker (BRKR) is back in focus after recent trading left the shares with a 1 day return of about a 2% decline and a roughly 4% decline over the past week, prompting fresh interest in its fundamentals. See our latest analysis for Bruker. At a share price of US$47.67, Bruker’s short term momentum looks softer after a 1 day share price return of about 2% decline and a 7 day share price return of roughly 4% decline. However, the 90 day share price...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Booking Holdings Links Agoda Sustainability And Open Source To Travel Moat

Agoda, part of Booking Holdings, renewed a five year conservation partnership with WWF and launched the fifth edition of its Eco Deals program with its highest annual funding commitment to date. The Eco Deals initiative focuses on conservation projects across Asia while tying customer bookings to environmental support. Agoda also open sourced its API Agent technology, allowing developers to use natural language to connect and test travel APIs more easily. For investors watching Booking...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood Blurs Lines Between Trading Prediction Markets And Sports Betting

Robinhood Markets (NasdaqGS:HOOD) is integrating prediction markets into its brokerage platform, expanding beyond traditional stock and options trading. The company is rolling out AI-assisted trading tools, including an AI-powered investing assistant aimed at retail investors. Robinhood is also moving into sports betting, signaling a broader move toward combining trading, forecasting, and wagering products in a single app. For you as an investor, these shifts mark a meaningful evolution in...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Is Plains GP Holdings (PAGP) Pricing Reflect Long Term Value After Strong Multi Year Returns

Wondering if Plains GP Holdings at around US$20.71 is offering you real value or just looks interesting on the surface? This review focuses squarely on what the current price might mean for you. The stock has returned 2.1% over the last 7 days, 10.0% over 30 days, 6.7% year to date, 3.1% over 1 year, 93.9% over 3 years and 231.0% over 5 years, which may shape how investors are thinking about both its potential and its risks. Recent coverage around Plains GP Holdings has centered on its role...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs (ALAB) Valuation Check After Expanded AI Cluster Connectivity Roadmap

Astera Labs (ALAB) has drawn fresh attention after outlining an expanded connectivity roadmap for advanced AI clusters, including higher radix switching, optical links, and in-network computing aimed at the merchant scale-up switching market. See our latest analysis for Astera Labs. Astera Labs’ expanded AI connectivity roadmap arrives after a mixed recent run, with a 7-day share price return of 7% decline and a year-to-date share price return of 4.81% decline. However, a 1-year total...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Celcuity (CELC) Is Up 11.3% After FDA Grants Priority Review To Gedatolisib NDA - What's Changed

Celcuity Inc. recently announced that the FDA accepted for filing its New Drug Application for gedatolisib in HR+/HER2-, PIK3CA wild-type advanced breast cancer, granting Priority Review with a PDUFA goal date of July 17, 2026. This filing advances a differentiated, multi-target PAM pathway inhibitor that has already received Breakthrough Therapy and Fast Track designations, highlighting its potential clinical relevance versus single-target therapies. Next, we’ll examine how the FDA’s...
NYSE:AME
NYSE:AMEElectrical

Is It Too Late To Consider AMETEK (AME) After Strong Multi‑Year Share Price Gains?

If you are wondering whether AMETEK's current share price lines up with its underlying worth, you are in the right place for a closer look at what you might actually be paying for. The stock last closed at US$220.56, with returns of 3.5% over 7 days, 5.8% over 30 days, 5.5% year to date, 21.4% over 1 year, 55.2% over 3 years and 95.6% over 5 years, which raises fair questions about how much optimism is already reflected in the price. Recent news around AMETEK has focused on its role as a...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Class Actions Test F5 Security Claims And Long Term Growth Story

F5 (NasdaqGS:FFIV) is facing multiple securities class action lawsuits tied to a disclosed security breach affecting its BIG-IP product line. Plaintiffs allege the company made materially false or misleading statements about its security capabilities while a material incident was occurring. The cases focus on potential weaknesses in F5’s core application security products and on questions around management transparency and disclosure practices. F5 is best known for its BIG-IP application...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence Lightmatter Alliance Highlights AI Optics Opportunity And Valuation Tension

Cadence Design Systems (NasdaqGS:CDNS) has entered a technical collaboration with Lightmatter to develop co-packaged optics for next generation AI and high performance computing systems. The partnership focuses on combining Cadence’s silicon proven high speed SerDes IP and EDA tools with Lightmatter’s optical engine to create integrated photonic interconnects. The companies aim to support hyperscalers and custom chip developers that are looking for scalable, power efficient AI...