NasdaqGS:TSLA
NasdaqGS:TSLAAuto

This Week In Electric Vehicles - China's Rapid Rise as a Global Leader in Innovation

China's electric vehicle (EV) market is rapidly advancing, solidifying its position as a global leader in EV production, sales, and innovation. The market has been bolstered by strong government policies, including strategic subsidies and significant investments in charging infrastructure, aiming for EVs to constitute nearly half of all passenger vehicle sales by early 2025. Major urban centers like Beijing, Shanghai, and Shenzhen have set ambitious electrification objectives, particularly in...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Pharmaceuticals (VRTX): Assessing Valuation After a Strong Multi‑Quarter Run and Recent Pullback

Vertex Pharmaceuticals (VRTX) has quietly outperformed the broader biotech space over the past year, despite a recent pullback. That mix of near term weakness and longer term strength is drawing fresh investor attention. See our latest analysis for Vertex Pharmaceuticals. The latest dip comes after a strong multi quarter run, with a 30 day share price return of 3.75% and a three year total shareholder return of 40.03%. This suggests longer term momentum is still intact even as sentiment cools...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks (EXTR): Valuation Check as Platform ONE Pivot Boosts Recurring and Deferred Revenue

Extreme Networks (EXTR) is getting fresh attention as investors digest its pivot from legacy hardware sales to a Platform ONE centered subscription model, reshaping how the company earns, smooths, and forecasts revenue. See our latest analysis for Extreme Networks. The latest pivot news lands after a choppy stretch, with the share price at $18.06 and a roughly 21% 3 month share price decline. This contrasts with a still impressive 5 year total shareholder return above 170%, suggesting longer...
NYSE:FTI
NYSE:FTIEnergy Services

Assessing TechnipFMC (NYSE:FTI) Valuation After a Strong Multi‑Year Share Price Run

TechnipFMC (FTI) has quietly built an impressive track record, with the stock up about 55% this year and roughly 3 times over the past 3 years, driven by steady revenue and earnings growth. See our latest analysis for TechnipFMC. The recent 1 month share price return of 4.85% and 3 month share price return of 13.8% suggest momentum is still building. At the same time, the 3 year total shareholder return above 300% highlights how consistently the story has been rewarded over time. If...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

Assessing Aveanna Healthcare (AVAH) Valuation After Bullish Analyst Coverage and Strong Quarterly Results

William Blair’s upbeat coverage initiation on Aveanna Healthcare Holdings (AVAH), coming on the heels of strong quarterly results and favorable regulatory trends, has sharpened investor attention just as management heads into the Bank of America Home Care Conference. See our latest analysis for Aveanna Healthcare Holdings. Those strong quarterly numbers and upbeat coverage have come after a powerful run, with the share price up more than 100% year to date and the three year total shareholder...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Harmony Biosciences (HRMY): Valuation Check After Encouraging Phase 3 EPX-100 Data in Dravet Syndrome

Harmony Biosciences Holdings (HRMY) just shared encouraging initial data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing around 50% median seizure reduction and a clean safety profile in long term use. See our latest analysis for Harmony Biosciences Holdings. The upbeat EPX-100 readout seems to be feeding into a clear turn in sentiment, with the latest $38.82 share price sitting on the back of an 11.46% year to date share price return and a 20.22% one year total...
NYSE:UCB
NYSE:UCBBanks

US$100 Million Buyback And New Shelf Registration Might Change The Case For Investing In UCB

On December 8, 2025, United Community Banks, Inc. announced that its Board of Directors had approved a new share repurchase program authorizing up to US$100,000,000 of common stock buybacks through December 31, 2026, following the expiration of its current plan. The announcement closely followed a broad shelf registration filed on December 1, 2025, giving the bank flexibility to issue various securities while simultaneously signaling confidence in its equity value through the fresh buyback...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Is ASML Still Attractive After a 144.9% Five Year Surge and Premium Valuation?

If you have been wondering whether ASML Holding at around $1,111 a share is still worth buying after its huge run, you are not alone. That is exactly what we are going to unpack here. The stock is down about 2.6% over the last week, but it is still up 7.0% over the past month and 58.7% year to date, with a 56.8% gain over 1 year, 84.7% over 3 years, and 144.9% over 5 years. Those gains have followed long term enthusiasm around ASML’s position in advanced lithography equipment and its role in...
NYSE:AWI
NYSE:AWIBuilding

Armstrong World Industries (AWI): Assessing Valuation After a Recent Pullback in the Share Price

Armstrong World Industries (AWI) has quietly pulled back over the past month, with shares down roughly 4% and about 7% over the past 3 months, even as year to date gains remain strong. See our latest analysis for Armstrong World Industries. Even with the recent dip, Armstrong World Industries’ share price is still up strongly for the year, and its multi year total shareholder return suggests the latest pullback looks more like cooling momentum than a broken trend. If AWI’s run has you...
NYSE:LTH
NYSE:LTHHospitality

Life Time (LTH): Evaluating Valuation After Announcing New Gowanus Wharf Athletic Country Club Expansion

Life Time Group Holdings (LTH) is back in the spotlight after unveiling plans for a sprawling athletic country club at Brooklyn’s Gowanus Wharf, a move that neatly reinforces its mixed use, wellness centric growth strategy. See our latest analysis for Life Time Group Holdings. Investors seem to be weighing this kind of flagship expansion against broader market risks, with a 13.89% year to date share price return but a softer 9.63% total shareholder return over the past year. This suggests...
NYSE:DOW
NYSE:DOWChemicals

Assessing Dow (DOW) Valuation After a Sharp Year-to-Date Share Price Decline

Dow (DOW) shares edged higher today as investors revisited the chemicals giant’s mixed track record, characterized by modest revenue growth alongside a sharp rebound in annual net income, shaping expectations for where the stock could go next. See our latest analysis for Dow. The latest 1 month share price return of 3.7% has been overshadowed by a steep year to date share price decline of about 41.6%, signalling that any recent momentum is still battling a longer stretch of weak total...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

How Investors May Respond To BridgeBio Pharma (BBIO) Strong Attruby Sales, Wider Losses, And CEO Stock Sale

BridgeBio Pharma recently reported a mixed third-quarter 2025 update, with revenue beating expectations on strong U.S. demand for its genetic disease drug Attruby while losses came in wider than anticipated, alongside CEO Neil Kumar selling US$5.9 million of stock under a pre-arranged Rule 10b5-1 plan. Despite the heavier loss and insider share sale, analysts largely reiterated positive views on BridgeBio, emphasizing Attruby’s momentum and the company’s late-stage rare disease pipeline as...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Does Caesars (CZR) Turning Reward Credits Into Online Bonus Spins Reveal Its True Omnichannel Ambition?

Earlier in December, Caesars Entertainment launched the Caesars Rewards Shop inside its Caesars Palace Online Casino app, allowing Caesars Rewards members in New Jersey, Michigan, Pennsylvania and West Virginia to redeem Reward Credits for Bonus Spins on eligible slot games alongside existing options like Casino Bonus Cash. This move further connects Caesars’ physical and digital ecosystems, giving loyalty members more ways to use a single rewards currency across hotel, dining, entertainment...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Is Paramount Skydance (PSKY) Still Undervalued After Its 2024 Share Price Rebound?

Paramount Skydance (PSKY) has quietly become one of 2024’s more interesting media rebound stories, with the stock up roughly 38% year to date despite pressure on traditional TV and streaming economics. See our latest analysis for Paramount Skydance. That year to date share price return of about 38% at a latest share price of $14.64 has come even as the 3 month share price return of roughly negative 16% shows some of the initial rebound enthusiasm cooling. At the same time, the 1 year total...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Is Strategy’s Bitcoin Buying And New USD Buffer Altering The Investment Case For MSTR?

In early December 2025, Strategy Inc. bought 10,624 bitcoin for about US$962.7 million and created a US$1.44 billion cash reserve funded largely through equity and preferred share sales, reinforcing its Bitcoin-first balance sheet approach. By pairing continued bitcoin accumulation with a sizable U.S. dollar buffer for dividends and interest, Strategy is trying to sustain its high-conviction crypto treasury model while addressing investor worries about liquidity and forced asset sales. Next,...
NYSE:RACE
NYSE:RACEAuto

Is Ferrari’s Pullback a Long Term Opportunity After Expanding Its Ultra Luxury Lineup?

If you have ever wondered whether Ferrari stock is a luxury brand trading at a luxury price or a genuine long term opportunity, you are in the right place. Despite being down 4.7% over the last week, 8.8% over the last month, and 9.9% year to date, Ferrari is still up 70.3% over three years and 74.6% over five years, which makes its recent pullback especially interesting for valuation focused investors. Recent headlines have centered on Ferrari expanding its ultra high end model lineup and...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Assessing Avis Budget Group (CAR) After Maple Rock’s Exit Despite Improving Operational Performance

Maple Rock Capital Partners has completely exited Avis Budget Group (CAR), unloading its 415,584 shares in the third quarter, even as the rental car operator reported better fleet costs and improved adjusted EBITDA across key regions. See our latest analysis for Avis Budget Group. Even with Maple Rock heading for the exit, investor sentiment around Avis Budget Group has been shaped more by price action than headlines. The latest share price is $133.93, and a powerful year to date share price...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB): Revisiting Valuation After Recent Outperformance and Longer-Term Shareholder Returns

Airbnb (ABNB) has quietly outperformed the broader market over the past week, with the stock edging higher as investors reassess its earnings trajectory, profitability and long term role in global travel demand. See our latest analysis for Airbnb. That recent 7 day share price return of 4.38 percent comes after a softer year to date share price return of negative 4.63 percent. However, a 3 year total shareholder return of 33.49 percent suggests longer term momentum is still broadly intact. If...
NYSE:ASAN
NYSE:ASANSoftware

Has Asana’s Recent 13% Rebound Created a 2025 Opportunity?

Wondering if Asana at around $15 is a bargain or a value trap? You are not alone. This article is going to unpack what the current price really implies. After a bumpy few years, the stock has bounced about 12.8% over the last week and 13.4% over the last month, even though it is still down sharply at -23.9% year to date and -35.5% over the last year. Those moves have come as investors refocus on productivity and collaboration software in a tougher macro backdrop, with money rotating back...