NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

What TMC the metals (TMC)'s First U.S. Seabed Mining Permit Application Means For Shareholders

In late 2025, the Trump administration received what TMC the metals company Inc. describes as the world’s first application for a commercial seabed mining recovery permit under U.S. law, advancing its plan to mine polymetallic nodules in the Pacific Ocean after earlier test work in the Clarion-Clipperton Zone. This move highlights how TMC is seeking a parallel regulatory route through U.S. authorities alongside the International Seabed Authority, while heightened environmental and...
NasdaqGS:OS
NasdaqGS:OSSoftware

Is OneStream (OS) Offering Value After Recent Take Private Offer And Share Price Rebound

If you are wondering whether OneStream at US$23.64 is a bargain or already fully priced, you are not alone. This article is built to help you frame that question clearly. The stock has moved 0.1% over the last 7 days and 33.3% over the last 30 days, with a year to date return of 33.4% but a 9.4% decline over the past year. This naturally raises questions about how much of the story is already in the price. Recent coverage has focused on OneStream as an enterprise software name on the Nasdaq,...
NYSE:DDD
NYSE:DDDMachinery

Is 3D Systems (DDD) Quietly Recasting Its Investment Story Around Mission-Critical 3D Printing?

3D Systems recently presented at the 28th Annual Needham Growth Conference while highlighting expanded Aerospace & Defense operations, new FDA clearance for its VSP Orthopedics platform, and balance-sheet strengthening through equity-funded debt reduction. Together, the push into defense-focused manufacturing, broader orthopedic indications, and efforts to reinforce the capital structure underscore how the company is repositioning around mission-critical, higher-value applications. We’ll now...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Assessing AGNC Investment (AGNC) Valuation After Recent Share Price Momentum

With no single headline event driving attention, AGNC Investment (AGNC) has still drawn interest as investors reassess mortgage focused real estate investment trusts in light of its recent share performance and reported financial profile. See our latest analysis for AGNC Investment. AGNC’s recent share price momentum has been positive, with a 30 day share price return of 9.98% and a 90 day gain of 13.27%. The 1 year total shareholder return of 42.38% suggests income plus price moves have been...
NYSE:MDT
NYSE:MDTMedical Equipment

Is Medtronic (MDT) Attractively Priced After Recent Share Price Weakness?

If you are wondering whether Medtronic is fairly priced or offering value right now, you are not alone. This article is built to help you answer that question with clear numbers. Medtronic shares last closed at US$96.42, with returns of a 3.9% decline over 7 days, a 3.5% decline over 30 days, a 0.4% gain year to date, a 16.7% gain over 1 year and a 32.3% gain over 3 years, while the 5 year return sits at a 5.4% decline. Recent attention on Medtronic has focused on its position as a major...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Assessing Amazon (AMZN) Valuation After Recent Pullback And Mixed Views On Fair Value

Amazon.com (AMZN) continues to attract attention after recent trading, with the share price last closing at $242.60. Investors are weighing this level against the company’s scale across e-commerce, subscriptions, advertising, and Amazon Web Services. See our latest analysis for Amazon.com. The recent pullback, with a 1 day share price return of a 1.57% decline from US$242.60, comes after a 30 day share price return of 7.26% and a 1 year total shareholder return of 11.41%. This suggests...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Does CrowdStrike’s SMB-Focused AI Security Push With Nord Security Reshape the Bull Case for CRWD?

CrowdStrike Holdings recently expanded its reach through a partnership announced by Nord Security to bundle the Falcon platform into NordLayer for small and midsize businesses, while also moving to acquire identity-focused startup SGNL and browser security firm Seraphic Security. These moves deepen CrowdStrike’s push into AI-driven identity and browser protection while using partners like Nord Security and Pax8 to make its technology easier for smaller enterprises and managed service...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Assessing Axsome Therapeutics (AXSM) Valuation After Recent Share Price Momentum

Axsome Therapeutics (AXSM) has drawn investor attention after a period of strong recent share price moves, including a return of about 18% over the past month and 35% in the past 3 months. See our latest analysis for Axsome Therapeutics. That recent momentum, including a 30 day share price return of about 18% and a 90 day return of roughly 35%, sits against a softer year to date share price return and a very large 1 year total shareholder return. Together, these suggest sentiment has...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

Freshworks (FRSH) Valuation Revisited After Freshdesk Price Hike And New Chief Marketing Officer

Freshworks (FRSH) drew fresh investor attention after a significant price increase for its Freshdesk product line coincided with the appointment of experienced marketer Kady Srinivasan as Chief Marketing Officer, signaling a renewed commercial focus. See our latest analysis for Freshworks. Those pricing changes and leadership moves come against a mixed backdrop, with a 30 day share price return of 11.18% decline, a 90 day share price return of 5.51% gain and a 1 year total shareholder return...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Assessing Broadcom (AVGO) Valuation Against High P/E And Long Term Shareholder Returns

Recent trading in Broadcom (AVGO) has drawn attention as investors weigh its share price of $354.61 against reported annual revenue of US$63.9b, net income of US$23.1b, and a value score of 1. See our latest analysis for Broadcom. At a share price of $354.61, Broadcom’s recent 7 day share price return of 3.15% sits against a modest year to date share price gain of 2.01%, while its very large 5 year total shareholder return of around 8x suggests longer term momentum that short term price...
NYSE:KSS
NYSE:KSSMultiline Retail

Is Kohl's (KSS) Recent Pullback Creating A Potential Value Opportunity Based On Cash Flows?

If you are wondering whether Kohl's current share price offers value or risk, you are not alone. This article focuses squarely on what the numbers say about the stock. Kohl's recent share price paints a mixed picture, with a 7.4% decline over the last week and a 12.0% decline over the last month, but a 68.0% gain over the past year and a smaller 4.0% decline year to date. Recent headlines around Kohl's have centered on broader questions about department store relevance, the impact of...
NYSE:CXW
NYSE:CXWCommercial Services

Is CoreCivic (CXW) Attractive After Recent Share Price Pullback And Valuation Checks

If you are wondering whether CoreCivic’s share price still offers value at around US$19.94, you are not alone. This article focuses squarely on what that price could mean for investors. The stock has returned 5.2% over the last 7 days, 5.5% over the last 30 days, 4.8% year to date, while its 1 year return of a 10.7% decline sits against a 76.8% return over 3 years and 173.9% over 5 years. Recent headlines around CoreCivic have continued to keep the company in focus, with investors weighing...
NYSE:THR
NYSE:THRElectrical

Thermon Group Holdings (THR) Valuation Check After Q2 Earnings Beat And New All Time High

Thermon Group Holdings (THR) recently reported second quarter 2025 results, with earnings and revenue coming in above expectations. This financial update coincided with the stock touching a new all time high of $41.32. See our latest analysis for Thermon Group Holdings. The latest move to a new all time high comes after a strong 90 day share price return of 49.91%, while the 1 year total shareholder return of 42.89% and 5 year total shareholder return of 142.04% point to building momentum...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Why Crinetics Pharmaceuticals (CRNX) Is Up 18.2% After Equity Raise and PALSONIFY, Atumelnant Updates

Crinetics Pharmaceuticals recently completed a US$350.14 million follow-on common stock offering after reporting over US$5 million in preliminary fourth-quarter 2025 PALSONIFY revenue and positive Phase 2 atumelnant data in classic congenital adrenal hyperplasia. Together, these updates highlight early commercial traction for PALSONIFY and clinical progress for atumelnant, while the equity raise may bolster Crinetics’ ability to fund further development and commercialization. We’ll now...
NYSE:NOW
NYSE:NOWSoftware

Is ServiceNow (NOW) Attractive After Recent Share Price Pullback And DCF Valuation Gap

If you are wondering whether ServiceNow's current share price reflects its underlying worth, you are not alone. Many investors are asking the same question right now. The stock closed at US$138.19, with returns of a 7.1% decline over 7 days, a 20.1% decline over 30 days, a 6.3% decline year to date, a 33.0% decline over 1 year, a 65.2% gain over 3 years and a 33.0% gain over 5 years. Recent coverage has focused on how ServiceNow fits into long term trends in enterprise software and workflow...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines Q4 Net Margin Boost From One Off Gain Tests Bullish Profitability Narrative

Delta Air Lines (DAL) has just wrapped up FY 2025 with Q4 revenue of US$16.0b and basic EPS of US$1.88, alongside net income excluding extra items of US$1,219m. Over the past year, revenue on a trailing twelve month basis moved from US$61.6b with EPS of US$5.39 to US$63.4b with EPS of US$7.72, while trailing net income excluding extra items rose from US$3,457m to US$5,005m. For investors, the current earnings outline a picture of firmer margins and profitability that now need to be weighed...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Assessing Talen Energy (TLN) Valuation After Strong 1 Year Returns And A Rich P/E Multiple

Event backdrop and recent share performance Talen Energy (TLN) has been drawing attention after a mixed pattern in its recent share performance, with a gain over the past month alongside a decline over the past 3 months and year to date. See our latest analysis for Talen Energy. At a share price of $376.86, Talen Energy’s short term share price performance has been choppy, yet its 1 year total shareholder return of 71.11% points to strong longer term momentum. This may reflect shifting views...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

Does Power Solutions International's (PSIX) "Affordable Growth" Label Highlight a Durable Earnings-Led Expansion Strategy?

Power Solutions International was recently highlighted as an affordable growth stock, backed by strong earnings momentum, positive forward estimates, and a solid balance sheet. This recognition emphasizes that the company’s expansion is underpinned more by profitability and financial strength than by heavy reliance on debt. We’ll now explore how this focus on earnings growth supported by a resilient balance sheet shapes Power Solutions International’s investment narrative. The latest GPUs...
NYSE:PB
NYSE:PBBanks

Is Prosperity Bancshares (PB) Pricing Look Reasonable After Recent Mixed Share Performance

If you are wondering whether Prosperity Bancshares at around US$71.35 is offering fair value or a potential bargain, you are in the right place. The stock has had mixed recent returns, with about 0.5% over the last week, a 2.0% decline over the last month, a 2.5% gain year to date, and a 4.9% decline over the past year. Over longer periods, returns have been 6.3% over three years and 19.2% over five years. Recent attention on regional banks and their balance sheet strength has put names like...
NYSE:KMX
NYSE:KMXSpecialty Retail

Assessing CarMax (KMX) Valuation As Market Share Losses And Weaker Sales Pressure The Outlook

Recent commentary on CarMax (KMX) has focused on weakening same-store sales, market share pressures from rivals, thinner gross margins versus peers, and elevated leverage. These factors have drawn fresh attention to the stock. See our latest analysis for CarMax. The recent concerns around same-store sales, market share and leverage sit against a share price that has moved to US$46.45, with a 7 day share price return of 13.49% and an 18.22% year to date share price return. The 1 year total...
NasdaqGS:PPC
NasdaqGS:PPCFood

A Look At Pilgrim's Pride (PPC) Valuation After Recent Share Price Strength

Pilgrim's Pride (PPC) has recently attracted investor attention after its shares closed at US$40.41. This has prompted a closer look at how the company’s current valuation lines up with its recent financial profile. See our latest analysis for Pilgrim's Pride. That US$40.41 share price comes after a 7-day share price return of 7.62% and a 90-day share price return of 5.95%, while the 5-year total shareholder return of 146.27% points to a much stronger long-run journey. If Pilgrim’s Pride has...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA’s Upgraded Multi‑Year Revenue Targets Might Change The Case For Investing In ADMA Biologics (ADMA)

In early January 2026, ADMA Biologics raised its preliminary 2025 and 2026 revenue guidance to about US$510–US$511 million and US$635 million, respectively, while also issuing new long-range revenue targets of roughly US$775 million for 2027 and more than US$1.10 billion for 2029. The company also highlighted yield-enhanced production, plasma network repositioning, and progress on its SG-001 program as levers to support margin expansion, supply security, and future product...
NYSE:CMPO
NYSE:CMPOTech

Is It Too Late To Consider CompoSecure (CMPO) After Multi Year Price Surge?

If you are wondering whether CompoSecure shares still offer value after recent attention, this article walks through what the current price might be implying about the business. The stock last closed at US$21.43, with total returns of 7.8% over 7 days, 6.0% over 30 days, 14.8% year to date, 83.0% over 1 year and a very large gain over 3 years that is around 4x, plus 157.6% over 5 years. Recent coverage has focused on CompoSecure's role in payment card and security products, along with how...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

Why IREN (IREN) Is Up 15.4% After Microsoft AI Cloud Deal And New Equity Shelf

Earlier this month, IREN Limited filed a shelf registration for approximately US$661.0 million covering 17,500,000 ordinary shares in an ESOP-related offering, while advancing its shift from Bitcoin mining toward AI cloud infrastructure under a multi‑year AI data center contract with Microsoft. This combination of fresh equity capacity and a large, long-term hyperscaler agreement underlines how IREN is funding and scaling its move into high-performance AI compute services alongside its...