NYSE:IDT
NYSE:IDTTelecom

Will Record Results, New Equity Plan and Insider Sale Change IDT's (IDT) Narrative?

IDT Corporation recently reported past record quarterly results, with a 4% rise in consolidated revenue and a 31% increase in earnings per share, while shareholders approved changes to its equity incentive plan and CFO Marcelo Fischer sold 7,929 Class B shares in mid‑January 2026. This combination of stronger profitability, refreshed performance‑linked compensation, and insider selling offers fresh insight into how IDT is aligning executive incentives with recent operating momentum. We’ll...
NasdaqCM:GRRR
NasdaqCM:GRRRSoftware

Gorilla Technology Group (GRRR) Is Up 12.0% After $1.4B AI Data Center Deal And Record Q3

Gorilla Technology Group recently announced three project wins in Taiwan across public safety, port operations, and environmental protection, alongside a multi-year, approximately US$1.40 billion AI-ready data center partnership in Southeast Asia and an investment in Astrikos.ai to strengthen its AI infrastructure offerings. Together with record Q3 2025 results, 2026 revenue guidance of US$137–$200 million, and a growing project pipeline, these developments highlight Gorilla’s push to scale...
NYSE:TWLO
NYSE:TWLOIT

Do Mixed Signals Around Twilio (TWLO) Mask a Shift in Its AI Communications Narrative?

In recent weeks, Twilio has attracted heightened attention as analysts and investors reacted to positive earnings and revenue growth forecasts alongside cautious ratings, insider share sales, and rising short interest, all against a backdrop of broader tech-sector volatility earlier this month. This mix of improving earnings expectations and more skeptical sentiment offers a useful lens for understanding how market perception can disconnect from operating performance for...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

Is It Too Late To Consider iRhythm Holdings (IRTC) After Its Strong Multi Year Run?

If you are wondering whether iRhythm Holdings at around US$167 a share still offers value, the key question is how its current price lines up with what the business may reasonably be worth. The stock has had a mixed run, with a 6.8% decline over the last week and a 4.0% decline over the last month, but a 54.3% return over the past year and a 67.3% return over three years add important context to that picture. Recent coverage has focused on iRhythm Holdings as a listed medical device company...
NYSE:LYB
NYSE:LYBChemicals

Did Weak Earnings and Write-offs Just Shift LyondellBasell's (LYB) Dividend-Focused Investment Narrative?

LyondellBasell Industries recently reported weak earnings marked by significant one-time write-offs, raising concerns about its ability to sustain its currently high dividend payout in a difficult chemicals market. These developments have sharpened investor focus on whether the company’s cost-cutting efforts and portfolio reshaping can offset prolonged industry headwinds and protect shareholder returns. Against this backdrop of weak earnings and dividend uncertainty, we will assess how the...
NYSE:GWRE
NYSE:GWRESoftware

Is It Time To Reconsider Guidewire Software (GWRE) After The Recent Share Price Pullback

If you are wondering whether Guidewire Software at about US$158.99 is starting to look interesting or still feels expensive, this article walks through what the current share price could mean for you as an investor. The stock has pulled back recently, with a 14.1% decline over the last 7 days, a 20.5% decline over the last 30 days, a 15.3% decline year to date, and an 11.0% decline over the past year. Over longer periods, the 3 year return sits at 127.2% and the 5 year return at 28.5%. These...
NYSE:NHI
NYSE:NHIHealth Care REITs

Will Jamison Assisted Living Deal and Q3 Beat Shift National Health Investors' (NHI) Long‑Term Narrative?

In recent months, National Health Investors completed US$89.2 million of healthcare investments, including a US$52.1 million purchase of a 107‑unit assisted living and memory care community in Jamison, Pennsylvania, while reporting Q3 2025 earnings per share that came in above analyst expectations despite revenue falling short. This combination of accretive senior housing expansion and better‑than‑expected profitability has reinforced perceptions of operational resilience in a challenging...
NYSE:MDU
NYSE:MDUGas Utilities

Is It Too Late To Consider MDU Resources Group (MDU) After Its Strong Multi‑Year Run?

If you are wondering whether MDU Resources Group is fairly priced or not at around US$20.66, you are in the right place to size up what the market might be baking into this stock. The share price has returned 2.0% over the last week, 7.8% over the last month, 4.0% year to date, 15.8% over the last year, 97.0% over 3 years and 126.3% over 5 years, which gives plenty of context for anyone thinking about the balance of risk and reward today. Recent moves in the stock come against a backdrop of...
NYSE:DE
NYSE:DEMachinery

Evaluating Deere (DE) After Layoffs Tariff Headwinds And An Earnings Slowdown

Deere (DE) is heading into its upcoming earnings release with several pressure points in focus, including more than 2,000 layoffs at U.S. factories, recent EPS underperformance versus Wall Street, and a projected US$1.2b tariff hit. See our latest analysis for Deere. At a share price of US$514.40, Deere has seen a 7 day share price return of 5.39% and a 90 day share price return of 11.24%. The 5 year total shareholder return of 79.93% points to a stronger long run record, even as recent...
NYSE:PAGS
NYSE:PAGSDiversified Financial

A Look At PagSeguro Digital (NYSE:PAGS) Valuation As New Coverage Highlights Profit Upside And Capital Returns

Fresh coverage of PagSeguro Digital (PAGS) is drawing attention to the stock, as investors weigh its current valuation, capital return plans, and the earnings sensitivity to potential Brazilian interest rate cuts that are expected in early 2026. See our latest analysis for PagSeguro Digital. At a share price of $10.08, PagSeguro Digital has delivered a 30 day share price return of 5.44% and a 90 day share price return of 11.63%, while the 1 year total shareholder return of 56.58% contrasts...
NYSE:NOG
NYSE:NOGOil and Gas

Is High Yield Amid Negative Free Cash Flow Altering The Investment Case For Northern Oil and Gas (NOG)?

Northern Oil and Gas recently drew investor attention with commentary highlighting its roughly 8% dividend yield, expanding production from over 11,000 wells, and negative free cash flow driven by rapid growth amid weaker energy prices. This combination of high income, a diversified non-operating asset base, and questions over dividend sustainability has sharpened the focus on how resilient the company’s cash generation really is. We’ll now examine how concerns about negative free cash flow...
NYSE:MMI
NYSE:MMIReal Estate

A Look At Marcus & Millichap’s Valuation As It Arranges US$93.5m Construction Financing For Manhattan Conversion

Event overview and why it matters for Marcus & Millichap (MMI) IPA Capital Markets, a division of Marcus & Millichap (MMI), arranged US$93.5 million in construction financing for the office to residential conversion of 830 Third Avenue in Manhattan. The deal spotlights the firm’s role in large urban redevelopment projects. See our latest analysis for Marcus & Millichap. Against this backdrop, Marcus & Millichap’s recent office to residential financing news comes after a mixed share price...
NYSE:CAVA
NYSE:CAVAHospitality

Assessing CAVA Group (CAVA) Valuation After Analyst Upgrades And Growth Initiatives

CAVA Group (CAVA) is back in focus after a cluster of upbeat analyst opinions, fresh institutional buying, a new Chief Operations Officer, and the company’s largest menu launch yet all converged to reset expectations. See our latest analysis for CAVA Group. The latest menu launch, leadership change and fresh analyst coverage have arrived alongside a 30 day share price return of 26.7% and a year to date share price return of 19.1%. This comes even as the 1 year total shareholder return sits at...
NYSE:ZIM
NYSE:ZIMShipping

How Board Changes And Acquisition Talks At ZIM Integrated Shipping Services (ZIM) Have Changed Its Investment Story

Earlier this month, ZIM Integrated Shipping Services approved the election of Ron Hadassi and Ran Gritzerstein to its Board of Directors at the January 2, 2026 AGM, while investors were informed that the company is in advanced stages of a strategic review assessing multiple acquisition proposals. These board changes, combined with an ongoing review of potential buyers, highlight how ZIM’s governance and ownership structure could materially influence its future direction and capital...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Is There An Opportunity In Medline (MDLN) After Recent DCF Valuation Results

If you are wondering whether Medline is offering fair value at its current price, this article walks you through what the numbers are saying and what that could mean for you. Medline shares recently closed at US$44.12, with returns of 8.9% over the last 7 days, 5.9% over the last 30 days, and 8.6% year to date, which has put the stock on more investors' radar. Recent company updates and sector commentary around medical suppliers have given investors more information to work with, which can...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Assessing Ambarella (AMBA) Valuation After CES Edge AI Launches And Rising Options Interest

Ambarella (AMBA) has drawn fresh attention after CES, where it introduced the CV7 edge AI vision chip and the Ambarella Developer Zone, moves aimed at supporting faster rollouts of edge AI applications. See our latest analysis for Ambarella. Those CES launches come after a choppy stretch for the stock, with a 1 day share price return of 6.39% contrasting with a 30 day return of 5.23% and a 1 year total shareholder return of 14.93%. This suggests that long term momentum has been weak even as...
NYSE:BVN
NYSE:BVNMetals and Mining

A Look At Compañía de Minas Buenaventura (BVN) Valuation After Its Strong Recent Share Price Performance

Compañía de Minas BuenaventuraA (BVN) has drawn fresh attention after a strong past 3 months, with the share price showing a 35.20% total return and a 22.33% move over the past month. See our latest analysis for Compañía de Minas BuenaventuraA. That recent momentum sits on top of a much longer run, with a 1 year total shareholder return of 175.85% and a 3 year total shareholder return above 3x, while the current share price is US$34.68 after a small 1 day pullback. If this kind of move has...
NasdaqCM:VRDN
NasdaqCM:VRDNBiotechs

Did FDA Priority Review and EU Push for Thyroid Eye Drug Just Shift Viridian Therapeutics' (VRDN) Investment Narrative?

Viridian Therapeutics recently announced that the FDA has accepted its Biologics License Application for thyroid eye disease drug veligrotug, granting Priority Review with a target decision date of June 30, 2026, while the company also progresses a European filing and pivotal phase 3 trials for elegrobart (VRDN-003). This cluster of regulatory milestones meaningfully advances Viridian’s thyroid eye disease franchise, concentrating attention on how its pipeline could reshape treatment options...
NasdaqGM:IRON
NasdaqGM:IRONBiotechs

Assessing Disc Medicine (IRON) Valuation After FDA Review Delay And Heightened Regulatory Focus

Disc Medicine (IRON) is back in focus after the FDA extended its review of the company’s experimental therapy bitopertin, citing questions around trial data integrity and potential abuse risk. See our latest analysis for Disc Medicine. Those FDA questions and the recent executive hire have played out against a softer tape, with the 7 day share price return of 9.23% and 90 day share price return of 18.63% contrasting with a 1 year total shareholder return of 21.78% and a very large 3 year...
NYSE:BHE
NYSE:BHEElectronic

Assessing Benchmark Electronics (BHE) Valuation After The Appointment Of A New CTO

Why Benchmark Electronics is in Focus After a CTO Change Benchmark Electronics (BHE) is back on investor radars after appointing Josh Hollin as Senior Vice President and Chief Technology Officer, following the planned retirement of long serving engineering leader Jan Janick. See our latest analysis for Benchmark Electronics. The CTO transition comes after a stretch of firm price momentum, with a 7 day share price return of 9.86% and a 90 day share price return of 15.71%. The 5 year total...
NYSE:FOUR
NYSE:FOURDiversified Financial

Does Shift4’s Refinancing And Preferred Dividend Payout Recast Its Expansion Story For FOUR Investors?

Shift4 Payments, Inc. recently declared a US$1.50 per-share cash dividend on its 6% Series A Mandatory Convertible Preferred Stock, and refinanced about US$997,500,000.00 of term loans at lower interest margins under an amended first-lien credit agreement. At the same time, analysts have turned more cautious on Shift4’s organic growth prospects amid softer same-store sales in core hospitality and restaurant customers, even as new verticals and geographies contribute more. With Deutsche...
NasdaqGS:UTHR
NasdaqGS:UTHRBiotechs

The Bull Case For United Therapeutics (UTHR) Could Change Following Phase 3 Ralinepag Trial Completion - Learn Why

In recent days, United Therapeutics has faced a mix of developments, including insider share sales by senior executives, a completed Phase 3 Ralinepag trial in pulmonary arterial hypertension, and continued analyst coverage ahead of its January 12, 2026 presentation at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco. Amid these events, analysts have highlighted Ralinepag’s trial completion and the Tyvaso franchise as key drivers for United Therapeutics’ long-term pulmonary...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Assessing Cogent Communications Holdings (CCOI) Valuation After Dividend Cut And Securities Investigation

Pomerantz LLP’s investigation into Cogent Communications Holdings (CCOI), following a near 6% year over year service revenue decline, a 98% dividend cut, and a sharp share price drop, has pushed the stock back into focus for investors. See our latest analysis for Cogent Communications Holdings. While the latest investigation and dividend cut hit sentiment hard, with a 90 day share price return decline of 46.22% and a 1 year total shareholder return decline of 64.93%, the recent 30 day share...
NYSE:ITW
NYSE:ITWMachinery

How Investors May Respond To Illinois Tool Works (ITW) Focus On Margin Expansion And Efficiency

Illinois Tool Works announced that it will release its fourth-quarter and full-year 2025 results on February 3, 2026, followed by an earnings webcast and publication of presentation materials on its investor relations website. Analysts have recently highlighted Illinois Tool Works’ accelerating revenue growth and strong margin expansion, underpinned by customer-focused innovation, operating leverage, and cost simplification efforts that enhance its financial profile. Next, we examine how...