NasdaqGS:INCY
NasdaqGS:INCYBiotechs

First Chemotherapy-Free CD19/CD20 Lymphoma Regimen In Europe Might Change The Case For Investing In Incyte (INCY)

In mid-December 2025, Incyte announced that the European Commission approved Minjuvi (tafasitamab) with lenalidomide and rituximab for adults with relapsed or refractory Grade 1–3a follicular lymphoma after at least one prior systemic therapy. This creates the first approved CD19/ CD20 dual-targeted, chemotherapy-free immunotherapy regimen for eligible follicular lymphoma patients in Europe, meaningfully broadening Incyte’s oncology footprint in a key market. We’ll now examine how this new...
NYSE:DHI
NYSE:DHIConsumer Durables

D.R. Horton (DHI): Reassessing Valuation After a Modest Pullback and Recent Share Price Rally

D.R. Horton (DHI) has quietly pulled back about 2% over the past week, even after gaining roughly 10% over the past month. This gives investors a fresh chance to reassess the homebuilder’s setup. See our latest analysis for D.R. Horton. That modest pullback comes after a solid run, with D.R. Horton’s share price still sitting at $152.0 and a positive year to date share price return, while multi year total shareholder returns point to momentum that is easing rather than reversing. If D.R...
NYSE:QS
NYSE:QSAuto Components

QuantumScape (QS) Is Down 13.9% After New Auto Deals And Insider Sale - What's Changed

QuantumScape recently completed installation of key equipment for higher-volume QSE-5 cell production on its Eagle Line pilot line in San Jose and, over 2025, signed joint development and licensing agreements with major automotive and industrial partners including a new top-10 global automaker, Volkswagen’s PowerCo, Murata Manufacturing, and Corning. Alongside these partnerships and manufacturing advances, QuantumScape reached an important commercialization step by beginning customer...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil (XOM): Valuation Check After Oil Price Rally on Venezuela Tanker Blockade News

Exxon Mobil (XOM) caught a tailwind after President Trump announced a total and complete blockade on oil tankers linked to Venezuela, lifting WTI prices and giving energy producers a short term earnings and cash flow boost. See our latest analysis for Exxon Mobil. That move slots into an already solid year for Exxon Mobil, with a roughly 9.4% year to date share price return and a 1 year total shareholder return of about 14.4%. This suggests momentum is gradually rebuilding as investors...
NYSE:AIG
NYSE:AIGInsurance

Is AIG’s New International Leadership Team Quietly Rewriting Its Global Commercial Playbook (AIG)?

American International Group, Inc. recently announced that Adam Clifford will become CEO of International Commercial Insurance in January 2026, while Scott Leney will take over as Regional President for Asia Pacific in February 2026, alongside governance-focused amendments to the company’s by-laws. These leadership appointments, both drawing on deep international insurance experience, suggest AIG is sharpening its focus on global commercial lines while tightening shareholder-meeting and...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (NYSE:CPNG): Reassessing Valuation After the Major Data Breach and Steep Share Price Drop

Coupang (CPNG) is back in the spotlight after disclosing a massive data breach affecting roughly 34 million customers, a crisis that quickly erased recent gains and pushed the stock sharply lower. See our latest analysis for Coupang. The selloff around the breach comes on top of an already weak stretch, with the share price down sharply over the past quarter even though the three year total shareholder return remains strongly positive. This suggests long term momentum has not completely...
NasdaqCM:VFF
NasdaqCM:VFFFood

Village Farms (NasdaqCM:VFF): Valuation Check After Naming First Global Chief Strategy Officer

Village Farms International (VFF) just created a Global Chief Strategy Officer role and hired industry veteran Brian Stevenson, a move that signals a more deliberate push into regulated cannabis markets worldwide. See our latest analysis for Village Farms International. The timing of this hire lines up with a powerful run in the stock, with Village Farms International delivering a year to date share price return of roughly 394 percent and a one year total shareholder return of about 468...
NYSE:MODG
NYSE:MODGLeisure

Assessing Topgolf Callaway (MODG) Valuation After Its Recent Share Price Rebound

Topgolf Callaway Brands (MODG) has quietly put together an interesting stretch of returns, with the stock up about 14% over the past month and roughly 26% over the past 3 months. See our latest analysis for Topgolf Callaway Brands. That recent burst in the share price, with a roughly 30% year to date share price return and a 60% one year total shareholder return, suggests momentum is rebuilding even after a tough multi year stretch. If Topgolf Callaway’s rebound has caught your eye, this...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions (MSI) Valuation Check as New 911 Live-Video Collaboration with Google Gains Attention

Motorola Solutions (MSI) is back in the spotlight after teaming up with Google to let Android users stream live video directly to 911 call handlers, a practical upgrade to its already entrenched public safety platform. See our latest analysis for Motorola Solutions. That kind of real world innovation is arriving just as sentiment is resetting. The latest 1 day share price return of 2.93 percent has lifted Motorola Solutions to 374.49 dollars after a tough stretch that has seen a 90 day share...
NYSE:MDT
NYSE:MDTMedical Equipment

What Medtronic (MDT)'s Dividend Hike and FDA-Cleared Hugo Robot Mean For Shareholders

In early December 2025, Medtronic’s board approved a US$0.71 per-share cash dividend for the third quarter of fiscal 2026, payable on January 16, 2026, to shareholders of record as of December 26, 2025. More recently, Medtronic gained FDA approval for its Hugo robotic-assisted surgery system and began the U.S. commercial launch of the MiniMed 780G with Abbott’s Instinct sensor, signaling continued investment in advanced robotics and diabetes technology. We’ll now examine how the FDA-cleared...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO): Reassessing Valuation After a 27% One-Year Share Price Climb

Atmos Energy (ATO) shares have quietly climbed over the past year, with the stock up about 27% and roughly 22% year to date, prompting a closer look at what is driving the move. See our latest analysis for Atmos Energy. With the share price now around $169.17 and a strong year to date share price return, that 1 year total shareholder return near 27% suggests investors are steadily repricing Atmos for dependable growth rather than treating it as a sleepy utility. If this steady climb in a...
NasdaqGS:SMTC
NasdaqGS:SMTCSemiconductor

Semtech (SMTC) Valuation Check After Recent Share Price Pullback

Semtech (SMTC) shares have quietly pulled back about 6% in the past day and 16% over the past week, even though the stock is still up this month and in the past 3 months. See our latest analysis for Semtech. Viewed over a longer stretch, Semtech’s recent pullback sits against a still positive backdrop, with an 8.1% year to date share price return and a hefty 148.45% three year total shareholder return suggesting momentum is cooling rather than broken. If you are weighing what comes next for...
NYSE:STT
NYSE:STTCapital Markets

State Street (STT): Taking Stock of Valuation After a Strong Multi‑Year Share Price Run

State Street (STT) has quietly put up a solid run, with shares gaining roughly 30% this year and about 12% over the past 3 months, as earnings and margin trends keep improving. See our latest analysis for State Street. At a share price of $127.36, State Street’s momentum looks like it is still building, with a 30 day share price return of 12.51% feeding into a 37.64% one year total shareholder return and an 81.17% total shareholder return over three years. If this kind of steady compounding...
NYSE:INGM
NYSE:INGMElectronic

Is J.P. Morgan's Downgrade Testing Ingram Micro (INGM)'s Cloud Partnership Momentum And IT Spending Resilience?

In the past week, J.P. Morgan downgraded Ingram Micro Holding to “underweight,” citing concerns about weaker enterprise IT spending and a likely cooling in PC demand after a strong 2025 cycle. This shift in analyst sentiment contrasts with Ingram Micro’s recent AWS Partner of the Year awards and its new Polish go-to-market collaboration for SaaS data protection. We’ll now examine how J.P. Morgan’s downgrade and concerns around enterprise spending shape Ingram Micro’s investment...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty (ELF): Valuation Check After Launching ‘Glow Up!’ Virtual Makeup Experience on Roblox

e.l.f. Beauty (ELF) just rolled out Glow Up!, an immersive Roblox makeup game that leans into high fidelity virtual looks and inclusivity, raising fresh questions about how this digital push could influence a stock that is still in a slump. See our latest analysis for e.l.f. Beauty. Glow Up! lands at a tricky moment for the stock, with the 1 month share price return of 8.33% offering a tentative bounce after a bruising 90 day share price decline of 46.24% and a 1 year total shareholder return...
NasdaqCM:RR
NasdaqCM:RRMachinery

Richtech Robotics (RR): Revisiting Valuation After a Volatile Year and Strong Share Price Gains

Richtech Robotics (RR) has quietly become one of the more volatile small cap robotics names, with the stock swinging sharply over the past week despite relatively steady fundamentals and a still early stage revenue base. See our latest analysis for Richtech Robotics. That volatility sits on top of a wild ride over the past year, with a roughly 42% year to date share price return but an eye catching 198% one year total shareholder return suggesting momentum is still broadly intact even after...
NYSE:UNF
NYSE:UNFCommercial Services

Shareholder Revolt Over Governance Could Be A Game Changer For UniFirst (UNF)

In December 2025, activist investor Engine Capital, backed by proxy advisers and fellow shareholders, won majority common-shareholder support for its UniFirst board nominees, intensifying pressure on the company to address governance concerns and consider a potential sale. The vote exposed a sharp divide between UniFirst’s dual-class control structure and the preferences of common shareholders, who are increasingly pushing for an independent strategic review and greater accountability from...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Amkor Technology (AMKR) Is Down 17.0% After Insider Selling And A $7 Billion Arizona Bet - Has The Bull Case Changed?

In recent days, Amkor Technology has come under pressure after insider selling, including a large block sale by a director, coincided with softer near-term earnings expectations despite projected double-digit revenue growth. At the same time, the company is committing to a very large US$7.00 billion advanced packaging campus in Arizona, underscoring its role in the onshoring of semiconductor manufacturing as AI and data center demand reshape global chip supply chains. Against this backdrop,...
NasdaqGS:LOPE
NasdaqGS:LOPEConsumer Services

Taking Stock of Grand Canyon Education (LOPE) After Buyback Boost and Grand Canyon University’s Nonprofit Recognition

Grand Canyon Education (LOPE) just gave investors a lot to chew on, pairing a fresh $300 million boost to its buyback program with a long awaited nonprofit recognition win for Grand Canyon University. See our latest analysis for Grand Canyon Education. The buyback expansion and GCU’s nonprofit win arrive after a choppy stretch, with a recent rebound helping the 1 year total shareholder return of 1.64% but leaving momentum still rebuilding after a weaker 90 day share price return. If you are...
NYSE:BKD
NYSE:BKDHealthcare

Will Brookdale’s (BKD) Seasonal Occupancy Dip Amid Year‑Over‑Year Gains Reshape Its Demand Narrative?

In December 2025, Brookdale Senior Living Inc. reported that November consolidated weighted average occupancy reached 82.5%, rising 300 basis points year-over-year but slipping 10 basis points from October, with similar patterns in same-community occupancy and an 80 basis point improvement for fourth quarter to date versus the full third quarter of 2025. An interesting element for investors is that November’s small sequential occupancy decline was consistent with Brookdale’s typical seasonal...
NYSE:REX
NYSE:REXOil and Gas

Do REX American Resources’ (REX) Margin Pressures Undermine the Story Behind Its Rising Sales?

In December 2025, REX American Resources reported third-quarter results showing sales of US$175.63 million and net income of US$23.41 million, with diluted earnings per share from continuing operations at US$0.71, slightly above the prior year. However, for the first nine months of the fiscal year, net income declined to US$39.20 million even as sales edged up to US$492.53 million, highlighting pressure on profitability. With third-quarter earnings per share roughly flat year over year,...
NYSE:CWT
NYSE:CWTWater Utilities

Reassessing California Water Service Group (CWT) Valuation After a Choppy Three-Year Share Price Decline

California Water Service Group (CWT) has been quietly grinding through a choppy year, with the stock slipping over the past 3 months even as revenue and net income continue to grow at a steady clip. See our latest analysis for California Water Service Group. The recent pullback, including a 30 day share price return of minus 3.3 percent and a 90 day share price return of minus 3.6 percent, sits on top of a much tougher three year total shareholder return of minus 23.3 percent. This suggests...
NYSE:INSP
NYSE:INSPMedical Equipment

Why Inspire Medical Systems (INSP) Is Down 15.6% After Medicare Fee Hike And New Lawsuits

In recent days, Inspire Medical Systems has faced renewed attention as regulators finalized a substantial future increase in Medicare facility fees for its sleep apnea procedure, while multiple law firms advanced securities class actions tied to the rollout of its Inspire V device. This combination of richer long-term reimbursement and heightened legal and execution scrutiny creates a complex risk–reward backdrop for investors assessing Inspire’s path forward. Now we’ll explore how the...
NasdaqCM:BTBT
NasdaqCM:BTBTSoftware

Is Bit Digital’s (BTBT) New Crypto-Savvy Board Mix Quietly Rewriting Its Ethereum Risk-Reward Story?

Bit Digital, Inc. recently disclosed that director Xiashu “Bill” Xiong will resign effective January 1, 2026, while long-time chair Zhaohui Deng shifted to an independent director role and the board appointed crypto executive Amanda Cassatt for a one-year term starting the same day. These boardroom moves coincide with Bit Digital’s expanding Ethereum holdings and staking activity, sharpening investor focus on how fresh governance and crypto expertise might shape the company’s evolving...