NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Can Arm (ARM) Turn Its New “Physical AI” Robotics Push Into a Durable Licensing Advantage?

Arm Holdings recently reorganized its operations, carving out a new “Physical AI” unit to target robotics alongside its existing Cloud and AI and Edge businesses, while SoftBank remains both a roughly 90% owner and a cornerstone customer. This shift highlights how Arm is trying to parlay its low‑power chip expertise into robotics applications, even as some analysts question how growth looks once SoftBank‑related demand is excluded. We’ll now examine how the new Physical AI robotics unit...
NYSE:DOCN
NYSE:DOCNIT

Assessing DigitalOcean (DOCN) Valuation After Barclays Top Pick Call And New AI Inference Milestones

DigitalOcean Holdings (DOCN) drew investor attention after Barclays highlighted the stock as a top pick for 2026, coinciding with news that Character.ai doubled inference throughput on DigitalOcean’s AI Inference Cloud while cutting cost per token by 50%. See our latest analysis for DigitalOcean Holdings. The recent AI win with Character.ai and Barclays’ call as a preferred 2026 pick sit against strong momentum, with a 30-day share price return of 14.12% and a 1-year total shareholder return...
NYSE:SMWB
NYSE:SMWBSoftware

A Look At Similarweb (SMWB) Valuation After New Manus AI Data Partnership

Similarweb (SMWB) is back in focus after announcing a collaboration with Manus that pipes its web traffic and engagement data directly into Manus AI agents, giving users data-backed support for marketing and competitive analysis tasks. See our latest analysis for Similarweb. Despite the Manus partnership highlighting Similarweb’s role in AI driven digital intelligence, recent momentum has been weak. The share price is at US$6.41 after a 90 day share price return decline of 27.73% and a 1 year...
NYSE:HLI
NYSE:HLICapital Markets

How Investors Are Reacting To Houlihan Lokey (HLI) Hiring Senior Paris A&D Banker For Europe

In January 2026, Houlihan Lokey announced that Géraud Estrangin has joined as a Managing Director in its Industrials Group in Paris, focusing on aerospace and defence in Europe and supporting France-related transactions across the global platform. By adding an executive who co-founded and built a major competitor’s French operation and executed more than 40 industrial deals, Houlihan Lokey is reinforcing its depth in European aerospace and defence advisory. We’ll now examine how this senior...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

A Look At Ondas Holdings (ONDS) Valuation After Its Nearly US$1b Capital Raise

Ondas Holdings (ONDS) has just completed a nearly US$1b registered direct offering of common stock and pre funded warrants to a single institutional investor, a capital raise that reshapes its financial resources and future options. See our latest analysis for Ondas Holdings. The registered direct offering comes after a period of very strong share price momentum, with Ondas Holdings posting a 30 day share price return of 80.62% and a 90 day share price return of 69.39%, while its 1 year total...
NYSE:DT
NYSE:DTSoftware

Assessing Dynatrace (DT) Valuation As Outage Cost Study Highlights Its Mission Critical Monitoring Role

A new study on payment failures, citing Dynatrace (DT), estimates that outages are putting US$44.4b in U.S. retail and hospitality sales at risk each year. This is pushing investors to reassess Dynatrace’s role in mission-critical IT monitoring. See our latest analysis for Dynatrace. Despite the renewed focus on outage risks, Dynatrace’s recent trading has been weak, with a 30-day share price return of 10.1% and a 1-year total shareholder return of 19.2%. However, the 3-year total shareholder...
NYSE:SJM
NYSE:SJMFood

Is J. M. Smucker (SJM) Pricing Reflect Its Long Term Cash Flow Potential

If you are wondering whether J. M. Smucker's current share price fairly reflects its long term value, you are not alone. This article is built to unpack exactly that question. The stock last closed at US$101.61, with returns of 5.9% over the past 7 days, 5.2% year to date and 3.8% over the last year. The 3 year return sits at a 27.3% decline and the 5 year return at 3.7%. Recent coverage around J. M. Smucker has focused on its position in packaged foods and consumer staples, as investors...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

How Embedding Origin AI’s WiFi Sensing in Chipsets Will Impact NXP Semiconductors (NXPI) Investors

In early January 2026, Origin AI announced a collaboration with NXP Semiconductors to embed its WiFi Sensing software into NXP’s i.MX 9 application processors and wireless tri-radio chipsets, aiming to accelerate intelligent motion sensing across smart home devices such as plugs, routers and lighting. By integrating WiFi Sensing at the chipset level rather than at the device level, NXP could help smart home manufacturers cut hardware complexity and shorten development cycles, potentially...
NYSE:IBM
NYSE:IBMIT

Should IBM’s AI Middleware Ambitions Amid Margin Pressures Require Action From International Business Machines (IBM) Investors?

In recent days, commentators highlighted IBM as a legacy tech name at record highs yet still described as inexpensive, while its CEO underscored the company’s role in enterprise AI as only a small fraction of global data is currently used for AI applications. At the same time, analysts flagged upcoming margin pressure and acquisition-related earnings dilution, setting up an interesting contrast between IBM’s AI middleware potential and the nearer-term financial headwinds it may face. Next,...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

How Investors May Respond To CyberArk (CYBR) Spotlighting Just‑in‑Time Privileged Access Gaps In AI Era

CyberArk recently released research showing that only 1% of organizations have fully implemented a modern Just-in-Time privileged access model, while 91% still rely heavily on always-on privileged access as AI expands identity-centric attack surfaces. The company’s leadership framed these findings as evidence that organizations must modernize privilege controls for human, machine, and AI identities to reduce security risk while enabling innovation. We’ll now explore how this spotlight on...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Assessing Zoom Communications (ZM) After Long-Term Pullback And Platform Expansion Efforts

If you are wondering whether Zoom Communications' share price still reflects its true worth after everything that has happened in recent years, you are not alone. The stock last closed at US$83.19, with returns of a 3.0% decline over 7 days, a 7.1% decline over 30 days, a 0.2% decline year to date, a 5.0% gain over 1 year, a 19.1% gain over 3 years, and a 78.9% decline over 5 years, which can leave the current price feeling a bit hard to read. Recent news coverage has focused on how Zoom...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

A Look At Qualcomm (QCOM) Valuation After Apple Modem Risks And AI Expansion News

QUALCOMM (QCOM) is drawing fresh attention after a sharp reaction to handset risks tied to Apple’s in-house modem plans, even as the company pushes into AI data centers, automotive chips, and advanced robotics. See our latest analysis for QUALCOMM. The recent Apple related handset concerns and the Mizuho downgrade have weighed on sentiment, with a 7 day share price return of a 9.41% decline and a 30 day share price return of a 7.29% decline pointing to fading near term momentum, even as the 3...
NYSE:FIX
NYSE:FIXConstruction

A Look At Comfort Systems USA (FIX) Valuation After Strong Recent Share Price Momentum

Comfort Systems USA (FIX) is drawing investor attention after recent share price moves, with the stock showing double digit total returns over the past year and the past 3 months. See our latest analysis for Comfort Systems USA. The recent 3.4% 1-day and 10.9% 30-day share price returns, alongside a very large 1-year total shareholder return of around 13x, suggest momentum is still building rather than cooling off. If Comfort Systems USA’s surge has caught your eye, it could be a good moment...
NYSE:BANC
NYSE:BANCBanks

A Look At Banc of California (BANC) Valuation After Recent Share Price Momentum

What Recent Returns Say About Banc of California Banc of California (BANC) has drawn investor interest after a period where its shares show a 0.1% return over the past day, 0.6% over the past week, and 2.1% over the past month. Over the past 3 months, the stock shows a 20.0% return, with a 4.1% year-to-date move and a 31.9% total return over the past year. These figures have prompted closer attention to the bank's fundamentals. See our latest analysis for Banc of California. The past year’s...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Valuation Check After 2025 Results And New Cancer Care Partnerships

Tempus AI (TEM) is back in focus after preliminary 2025 results and fresh hospital partnerships drew investor attention, with revenue of about US$1.27b, record contract value above US$1.1b, and expanding oncology collaborations. See our latest analysis for Tempus AI. Despite a 1-year total shareholder return of about 111%, recent momentum has cooled, with a 90-day share price decline of 26.94% to US$67.15, as the market digests 2025 results and new hospital collaborations. If Tempus AI has...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Is Akamai Technologies (AKAM) Attractively Priced After Mixed Multi‑Year Share Performance

If you have been wondering whether Akamai Technologies' current share price gives you good value, you are not alone. This article focuses squarely on what you might be paying for versus what you are getting. The stock recently closed at US$88.86, with returns of 0.1% over the last week, 3.5% over the last month, 4.4% year to date, but a 1.9% decline over the past year and a 19.2% decline over five years. Recent coverage around Akamai has highlighted its role in content delivery and...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Should Bitmine’s Massive ETH Position and Share Expansion Plan Require Action From Bitmine Immersion Technologies (BMNR) Investors?

Bitmine Immersion Technologies recently reported first-quarter 2025 results showing revenue of US$2.29 million and a very large net loss of US$5,204.10 million, while also appointing Young Kim as CFO, COO and board member effective January 1, 2026. At the same time, the company has amassed over 4.16 million ETH, about 3.45% of total supply, and is seeking approval to expand authorized shares to support further Ethereum accumulation and the planned MAVAN staking platform. We’ll now examine...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

A Look At Sirius XM Holdings (SIRI) Valuation As Growth Slows And Free Cash Flow Plans Gain Focus

Trending interest in Sirius XM Holdings (SIRI) has picked up as investors weigh slower subscriber and revenue momentum against management’s expectation of higher free cash flow, which could support dividends and share repurchases. See our latest analysis for Sirius XM Holdings. The recent headlines around slower subscriber and revenue momentum, alongside management’s focus on higher free cash flow, come as the shares trade at US$20.81, with a 1-year total shareholder return of 2.47% but a...
NYSE:SPGI
NYSE:SPGICapital Markets

Assessing S&P Global (SPGI) Valuation After Recent Share Price Momentum

S&P Global (SPGI) is back on investor radars after recent share price moves, with the stock up 8.2% over the past month and 12.3% in the past 3 months. See our latest analysis for S&P Global. Zooming out, S&P Global’s recent 1 month share price return of 8.2% and 3 month share price return of 12.3% sit alongside a 1 year total shareholder return of 12.7%. This suggests that momentum has recently picked up from a more moderate year to date gain. If S&P Global’s move has caught your attention,...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Is Urban Outfitters (URBN) Still Attractively Priced After Its Strong Multi Year Share Price Run

If you are wondering whether Urban Outfitters shares still offer value after a strong multi year run, this article walks through what the current price might be implying. The stock recently closed at US$73.16, with returns of a 9.4% decline over 7 days and a 10.6% decline over 30 days, set against a 30.9% return over 1 year and 168.1% over 5 years. Recent attention on Urban Outfitters has focused on how its current share price lines up with its fundamentals, as investors reassess what they...
NYSE:TWLO
NYSE:TWLOIT

Is It Time To Reassess Twilio (TWLO) After Its Volatile Multi Year Share Performance

If you are wondering whether Twilio's current share price really lines up with its fundamentals, this article is going to focus squarely on what you are getting for the price you pay. Twilio's share price recently closed at US$129.83, with returns of 19.4% over 1 year, a 134.9% return over 3 years and a 66.0% decline over 5 years. This suggests the market has shifted its view of the stock more than once. Recent attention on Twilio has centered on its position as a communications platform...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase (JPM) Net Margin Slippage Tests Bullish Profitability Narratives

JPMorgan Chase (JPM) has capped FY 2025 with fourth quarter revenue of US$41.1b and basic EPS of US$4.64, alongside net income of US$12.7b, setting a clear marker for how the bank is exiting the year. The company has seen revenue move from US$40.1b in Q4 2024 to US$41.1b in Q4 2025, while quarterly EPS went from US$4.82 to US$4.64 over the same period, giving you a clean year on year reference point for the top and bottom line. With trailing net profit margins sitting just below last year and...
NYSE:IONQ
NYSE:IONQTech

Assessing IonQ (IONQ) Valuation After Recent Share Price Weakness And Steep Net Loss

With no single headline event driving IonQ (IONQ) today, the focus for investors is on how its recent share performance and underlying business metrics line up against growing interest in quantum computing exposure. See our latest analysis for IonQ. The recent 1 day share price return of 3.94% decline extends a 90 day share price return of 32.41% decline, even as the 1 year total shareholder return sits at 65.84% and the 3 year total shareholder return is above 10x. This suggests earlier...
NYSE:LION
NYSE:LIONEntertainment

Is Lionsgate Studios (LION) Fairly Priced After One Year 37.6% Share Price Gain

If you are wondering whether Lionsgate Studios is offering good value at its current price, you are not alone. Many investors are asking what a fair price really looks like for this stock. The share price last closed at US$9.05, with returns of 5.4% over 7 days, 10.5% over 30 days, a 2.7% decline year to date, and 37.6% over 1 year. The 3 year return sits at 53.8% and the 5 year return at a 16.6% decline. Recent headlines around Lionsgate Studios have focused on corporate actions, content...