NYSE:ABBV
NYSE:ABBVBiotechs

Is AbbVie’s Expanding Migraine And Oncology Pipeline Reshaping The Investment Case For AbbVie (ABBV)?

In recent weeks AbbVie has reported positive late-stage trial results for migraine drug atogepant, advanced oncology assets including PVEK for rare blood cancers, and secured Canadian reimbursement progress for ulcerative colitis therapy SKYRIZI. Together with new EPKINLY approvals and upcoming ASH hematology presentations, these updates underline AbbVie’s effort to broaden its portfolio beyond legacy immunology earnings. Next, we’ll examine how the atogepant Phase 3 migraine data and...
NYSE:DAN
NYSE:DANAuto Components

Reassessing Dana (DAN) After an 86% Year-to-Date Surge: Is the Valuation Getting Ahead of Earnings?

Dana (DAN) has quietly turned into a strong performer this year, with the stock up roughly 86% year to date despite softer annual revenue, as improving profitability reshapes how investors are valuing the business. See our latest analysis for Dana. That surge has come with some bumps, and the latest 1 day and 7 day share price returns of negative 4.15% and negative 6.29% suggest a breather after big gains. At the same time, a 72.72% 1 year total shareholder return still points to strong,...
NYSE:TPR
NYSE:TPRLuxury

Is TD Cowen’s Endorsement of “One Coach” Recasting Tapestry’s (TPR) Brand Reliance on Coach?

Earlier this week, TD Cowen met with Tapestry’s leadership and reaffirmed confidence after record first-quarter fiscal 2026 results, highlighting Coach’s strong revenue growth and a shift toward 65% evergreen products that support better inventory management and product breadth. The firm also emphasized progress under the “One Coach” strategy, while flagging Kate Spade as a longer-term turnaround, underscoring the company’s reliance on its flagship brand for current momentum. We’ll now...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Copart (CPRT): Rethinking Valuation After a Recent Pullback in the Share Price

Copart (CPRT) has quietly slid over the past few months, with the stock down about 8% for the month and roughly 20% in the past 3 months, despite steady revenue and earnings growth. See our latest analysis for Copart. Zooming out, that recent slide sits within a tougher stretch, with the share price down sharply year to date even as the three and five year total shareholder returns are still comfortably positive. This suggests long term momentum has not fully broken. If Copart’s pullback has...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Has Progyny’s 62.7% Surge Outrun Its Fundamentals in 2025?

Wondering if Progyny is still a smart buy after its big run, or if you have already missed the window? This breakdown will help you decide whether the current price really matches the company’s long term potential. Despite a choppy last week with the share price down 8.9%, Progyny is still up 27.2% over the last month, 35.5% year to date, and 62.7% over the past year, even though 3 and 5 year returns remain in the red. Recent gains have come as investors refocus on structural demand for...
NYSE:BAC
NYSE:BACBanks

Does BAC’s New 1%–4% Crypto Allocation Shift Change the Bull Case for Bank of America (BAC)?

In recent days, Bank of America has shifted its wealth management stance by allowing advisers to recommend a 1%–4% portfolio allocation to digital assets and beginning research coverage of several spot bitcoin ETFs, reversing its previous prohibition on crypto advice. This policy change positions the bank more directly in the growing market for regulated crypto exposure, aligning its wealth platform with evolving client demand and competitors’ digital asset offerings. With this new crypto...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen (NYSE:MUX) Valuation Check After Froome West Drill Results and Expanded Gold Mineralization Potential

McEwen (NYSE:MUX) just released fresh high grade drill results from Froome West in Ontario, extending gold mineralization both vertically and to the west, and that is exactly what has the stock in focus. See our latest analysis for McEwen. That operational momentum helps explain why McEwen’s recent 90 day share price return of 38.32 percent and year to date share price return of 127.24 percent look so strong, reinforcing a powerful three year total shareholder return of 243.77 percent. If...
NasdaqGS:SYRE
NasdaqGS:SYREBiotechs

Spyre Therapeutics (SYRE) Valuation Check After Encouraging Phase 1 Data and Better-Than-Expected Earnings

Spyre Therapeutics (SYRE) drew fresh attention after reporting Phase 1 data that pointed to encouraging safety and activity signals for its investigational IBD antibodies, along with earnings per share that topped expectations. See our latest analysis for Spyre Therapeutics. Those upbeat trial results and recent conference visibility seem to be feeding into strong momentum, with the share price up sharply on a 30 day and 90 day basis and a hefty three year total shareholder return, though...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Assessing Allegiant Travel’s (ALGT) Valuation After Strong October Traffic and Load Factor Gains

Allegiant Travel (ALGT) just posted strong October traffic numbers, with passenger volumes, available seat miles, and load factor all climbing versus last year. This gives investors fresh data on how demand is shaping the stock’s recent rebound. See our latest analysis for Allegiant Travel. The upbeat October traffic update seems to be feeding into a solid rebound, with Allegiant’s 90 day share price return of 28.06% standing out, even though the year to date share price return remains...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

Do New Epidiolex Real‑World Data Reframe Jazz Pharmaceuticals' (JAZZ) Neurology Growth Ambitions?

Jazz Pharmaceuticals announced that eight abstracts, including four late-breaking studies, on its approved epilepsy therapy Epidiolex were presented at the American Epilepsy Society 2025 Annual Meeting in Atlanta, highlighting new Phase 3b/4, pharmacokinetic, preclinical, and real-world data across multiple difficult-to-treat seizure disorders. A key takeaway is that Epidiolex showed benefits beyond seizure control, including reduced antiseizure medication cycling and lower polypharmacy and...
NYSEAM:DC
NYSEAM:DCMetals and Mining

Dakota Gold (DC): Valuation Check After Richmond Hill Drill Results and Expanding Resource Potential

Dakota Gold (DC) is back on radar after fresh assay results from its Richmond Hill Oxide Heap Leach project confirmed high grade gold hits and step out drilling that pushes resource boundaries outward. See our latest analysis for Dakota Gold. The latest drill success comes on top of Dakota Gold’s recent conference appearances in London, and the market seems to be taking notice, with a year to date share price return of around 133 percent and a 1 year total shareholder return above 140...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) valuation check after board loss and temporary NYSE audit non‑compliance concerns

Board loss puts a spotlight on Ubiquiti governance Ubiquiti (UI) is navigating a difficult moment after longtime director Ronald A. Sege passed away, leaving his Class II board seat vacant and temporarily shrinking the audit and governance framework he helped oversee. See our latest analysis for Ubiquiti. Despite the governance setback, investors have largely stayed focused on fundamentals, with a year to date share price return of 71.45% and a three year total shareholder return of 111.98%...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Is Now the Moment to Reassess Okta at $85 After Recent Share Price Rebound?

Wondering if Okta at around $85.89 is a quiet bargain or a value trap? This breakdown will help you decide whether the current price really stacks up against its fundamentals. Despite a choppy ride, Okta is up 6.9% over the last week and 9.0% year to date, even though the stock is still down 66.0% over five years. That combination suggests sentiment has shifted, but long-term scars remain. Recently, Okta has stayed in the spotlight as identity security remains mission critical for...
NYSEAM:UAMY
NYSEAM:UAMYMetals and Mining

Should UAMY’s New Finance Chair and Defense-Focused Board Refresh Prompt a Rethink of Its Capital Strategy?

On November 24, 2025, United States Antimony appointed veteran dealmaker Jon R. Marinelli to its expanded seven-member board and named him chair of a newly formed Finance Committee. His deep capital-markets background, including advisory work on more than US$285 billion of transactions, could be important as the company manages its new multiyear defense and industrial supply commitments. We’ll now examine how the Pentagon supply agreement and expanded industrial contracts may reshape United...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global (CARR): Evaluating Valuation After Dividend Hike, Buyback Launch and Confident HVAC Outlook

Carrier Global (CARR) just gave income focused investors something to consider: a higher quarterly dividend, supported by a new share buyback plan and confidence in its commercial HVAC business. See our latest analysis for Carrier Global. Despite the richer dividend and $5 billion buyback plan, Carrier Global’s recent share price return has been weak, with a 30 day share price return of minus 4.5 percent and a year to date share price return of minus 20.6 percent. However, the five year total...
NYSE:PG
NYSE:PGHousehold Products

Procter & Gamble (PG) Valuation Check After 7,000-Job Restructuring Plan and 2026 CEO Transition

Procter & Gamble (PG) just put several big variables on the table at once, from a sweeping 7,000 job restructuring plan to a January 2026 CEO handoff, all while reaffirming cautious 2026 guidance. See our latest analysis for Procter & Gamble. Those restructuring plans and the 2026 CEO transition are landing against a weaker tape, with a roughly 10% three month share price return and a one year total shareholder return of about negative 15% suggesting momentum has been fading rather than...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing (QUBT): Revisiting Valuation After a Strong Multi‑Year Run and Recent Pullback

Quantum Computing (QUBT) has been on a choppy path, with the stock sliding over the past month even after a strong 1 year run, creating a challenging entry point for investors. See our latest analysis for Quantum Computing. The recent pullback, including a 9.51% 30 day share price return and a softer 90 day stretch, contrasts sharply with Quantum Computing’s 61.92% 1 year total shareholder return and exceptional 3 year total shareholder return of 532.51%. This suggests momentum is cooling...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Is Globalstar’s (GSAT) Apple-Backed Safety Role Reshaping Its Core Infrastructure Investment Narrative?

In recent coverage, Globalstar’s role in powering the iPhone’s satellite emergency messaging and its low‑Earth orbit network for remote communications was highlighted, alongside a bullish investor write‑up emphasizing its infrastructure relevance. The renewed focus on Globalstar’s Apple partnership and critical remote connectivity use cases underscores how its satellite network is increasingly viewed as essential safety infrastructure rather than a niche service. Next, we’ll examine how this...
NYSE:HEI
NYSE:HEIAerospace & Defense

Should HEICO’s (HEI) Moat Justify Its Outperformance and Upgraded Earnings Outlook?

Earlier this week, HEICO Corporation was highlighted for its strong year-to-date performance versus the Aerospace sector and improving full-year earnings estimates, reflecting more optimistic analyst forecasts. Analysts emphasized HEICO's entrenched position in FAA-approved replacement parts and its acquisition-led expansion, underscoring how regulatory barriers and switching costs support its aftermarket pricing power. Next, we'll examine how HEICO's improved earnings outlook and...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Is Analog Devices Stock Getting Ahead of Itself After a Strong 2025 Rally?

If you are wondering whether Analog Devices is still worth buying at today’s levels, you are not alone. This article will walk through what the current price is really baking in. The stock has been on a strong run lately, climbing about 6.0% over the last week, 19.2% over the last month, 33.1% year to date, and 31.1% over the past year. This adds to a hefty 75.0% three year and 116.7% five year gain. Recent headlines have focused on Analog Devices positioning itself as a key supplier for...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Is Ameren Still Attractive After Its 12% 2025 Rally?

If you are wondering whether Ameren is still worth buying after its recent run, you are not alone. This article will walk through what the current share price really implies. The stock is up 12.2% year to date and 12.0% over the last year, even after a recent 6.1% pullback over the past week and a softer 1.4% dip across the last 30 days. Investors have been responding to a mix of regulatory decisions, long term grid modernization plans and accelerating investment in renewable and...
NasdaqGS:LI
NasdaqGS:LIAuto

Should Li Auto’s Weaker Q4 Outlook and BEV Pivot Require Action From Li Auto (LI) Investors?

Li Auto Inc. reported that it delivered 33,181 vehicles in November 2025, bringing cumulative deliveries to 1,495,969 as it works through a period of softer demand and rising costs. Amid its first quarterly loss in years and weaker fourth-quarter guidance, the company is pushing new BEV models, software upgrades, and AI accessories to revive growth and reposition its brand. We’ll now examine how Li Auto’s weaker fourth-quarter delivery outlook and renewed focus on technology and BEVs affects...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Is It Too Late To Consider Lattice Semiconductor After Its 2025 AI Driven Rally?

Wondering if Lattice Semiconductor at around $78.85 is still a smart buy after its big run, or if the easy money has already been made? You are not alone. That is exactly what we are going to unpack. The stock has climbed 12.3% over the last week, 24.9% over the past month, and is up 40.9% year to date, on top of a strong 36.7% gain over the past year and 86.0% over five years. This naturally raises questions about how much upside is left versus downside risk. Recent bullishness has been...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST): Evaluating Valuation After Surging on LiDAR Growth Hopes in Autonomous and Industrial Markets

Ouster (OUST) has suddenly landed on many investors radar after a 350% share price jump over the past six months, powered by enthusiasm for LiDAR demand in autonomous vehicles and industrial automation. See our latest analysis for Ouster. That surge sits on top of a 100.65% year to date share price return and a 138.50% one year total shareholder return, suggesting momentum has been rebuilding as investors reassess Ouster’s growth prospects and risk profile following recent LiDAR contract wins...