NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

How the End of SGR-2921’s Development at Schrödinger (SDGR) Has Changed Its Investment Story

Earlier this month, Schrödinger, Inc. announced it has ended the clinical development program for SGR-2921, its CDC7 inhibitor, following two patient deaths linked to the drug in a Phase 1 trial for acute myeloid leukemia and high-risk myelodysplastic syndromes. Although preclinical and early trial data suggested potential, Schrödinger determined further development would be too challenging due to emerging safety concerns. We’ll examine how the discontinuation of SGR-2921 due to safety...
NYSE:MLM
NYSE:MLMBasic Materials

Assessing Martin Marietta Materials After Recent 5% Price Jump and Earnings Momentum

Trying to decide what to do with Martin Marietta Materials stock? You are not alone. Whether you have been following the aggregates giant for years or are just now giving MLM a closer look, its price movements this year make it a hot topic for investors focused on growth and value. This stock has been far from stagnant. Over the past year, it has delivered a total return of 11.4%, with notable momentum in just the past month, up 5.2%. Even more impressive, its five-year return tops 197%,...
NasdaqGS:DVAX
NasdaqGS:DVAXBiotechs

Dynavax Technologies (DVAX): Evaluating Valuation After Promising Phase 1/2 Shingles Vaccine Results

Dynavax Technologies (DVAX) just shook up the vaccine landscape with positive topline data from its initial Phase 1/2 trial of Z-1018, a new shingles vaccine candidate. The headline here is parity: Z-1018 generated immune responses similar to Shingrix, the leading shingles shot, but with fewer moderate or severe side effects. With plans to kick off studies in older adults soon, the company is signaling confidence in its pipeline and putting itself in direct competition with established...
NYSE:MPLX
NYSE:MPLXOil and Gas

Is MPLX (MPLX) Still Undervalued After Reaching All-Time Highs?

If you’ve been watching MPLX (MPLX), you’re probably noticing a subtle uptick in attention as the stock sits near its all-time highs with little headline news to drive it. Sometimes, a calm market move raises even more questions. Could steady performance signal confidence in MPLX’s outlook, or are investors simply waiting for the next catalyst? Either way, small gains in the background can often say as much as a dramatic headline moment. Over the past year, MPLX shares have delivered a 29%...
NYSE:SO
NYSE:SOElectric Utilities

Is Now the Right Moment to Consider Southern After Latest EPS Beat?

If you are looking at Southern’s latest share price and wondering whether now is the moment to act, you are not alone. The company’s stock has moved around quite a bit in recent months, offering both optimism and a bit of intrigue for investors considering their next steps. Over the past quarter, Southern has risen about 5.6%, and if you zoom out further, this year’s total return is comfortably above 15%, with a 119% return over the last five years. Not many utility companies can claim that...
NYSE:DIS
NYSE:DISEntertainment

What Could ESPN’s MLB Streaming Deal Mean for Disney’s Current Share Price?

If you are on the fence about what to do with Walt Disney stock, you are far from alone. The last year has been a bit of a rollercoaster for DIS, but the ride may be more about what lies ahead than what is in the rearview mirror. Disney’s share price has climbed more than 30% over the past year, outpacing the broader market and sparking optimism about a turnaround. Still, that short-term boost follows a far less inspiring three-year picture and a negative five-year return. This serves as a...
NYSE:TR
NYSE:TRFood

Can Tootsie Roll’s (TR) Profitability Gains Reveal a New Chapter in Its Competitive Narrative?

Tootsie Roll Industries, Inc. recently reported its earnings for the second quarter and six months ended June 30, 2025, showing revenue of US$155.09 million and net income of US$17.54 million for the quarter. Despite mixed sales and revenue results, the company achieved higher year-over-year net income and earnings per share, pointing to improved profitability. We'll now examine how Tootsie Roll Industries' stronger earnings and profitability shape the company's broader investment...
NYSE:AL
NYSE:ALTrade Distributors

Will New A321neo Deliveries to China Airlines Lift Air Lease’s (AL) Long-Term Growth Story?

China Airlines recently announced it has taken delivery of two additional new Airbus A321-200neo aircraft from Air Lease Corporation, marking the seventh and eighth A321neo aircraft delivered to the Taiwanese carrier under a long-term lease agreement. This further demonstrates consistent demand for modern, fuel-efficient aircraft as airline customers accelerate their fleet expansion and renewal plans in response to global travel growth. We'll explore how Air Lease's successful A321neo...
NYSE:O
NYSE:ORetail REITs

Realty Income (O): Examining the Valuation Following a Modest Share Price Dip

Realty Income (NYSE:O) just slipped half a percent in the most recent trading session, a move that might catch the eye of any investor following this popular real estate stock. While there was no major headline behind today’s dip, Realty Income’s price action often sparks debate about whether investors are growing cautious or simply taking a breather after recent gains. For many who rely on its reputation as a dependable income generator, even minor shifts can be reason enough to take a...
NYSE:HP
NYSE:HPEnergy Services

International Stabilization and Margin Strength Might Change the Case for Investing in Helmerich & Payne (HP)

Helmerich & Payne recently reported resilient third-quarter margins in North American Services, early signs of international market stabilization, and better-than-expected fourth quarter guidance, while the company’s VP and CAO sold 6,700 shares. Successful cost synergies from the KCA integration, particularly in Saudi Arabia, are helping offset challenges from a lower North American rig count and rig suspensions abroad. We'll explore how improving North American margins and international...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Is There an Opportunity in Intuitive Machines After Its Recent 55% Year-To-Date Drop?

Trying to decide what to do with Intuitive Machines stock? You are not alone. There has been a lot of buzz around this name after its eye-catching run in the past year, and naturally, investors are wondering if the story still has room to run. Over the past twelve months, LUNR’s share price climbed over 62%. However, if you zoom in, the picture is a little less rosy, with a more than 23% pullback in the last month and a dramatic drop of nearly 55% year-to-date. That combination creates both...
NYSE:MCO
NYSE:MCOCapital Markets

Moody's (MCO): Assessing Valuation as Shares Pull Back from Highs

If you’ve been tracking Moody's (MCO) lately, you might have noticed the share price drifting in recent sessions, dipping by about 1% yesterday and giving back a bit more over the past week. While there is no single headline to blame, these fluctuations are drawing attention, especially as investors weigh whether this stretch is just the market catching its breath or the start of something bigger for one of the most important names in financial analytics. Looking at the bigger picture,...
NYSE:FINV
NYSE:FINVConsumer Finance

Does FinVolution Group’s Reaffirmed Guidance Strengthen the Investment Case for FINV?

FinVolution Group recently reported strong second-quarter 2025 earnings, with revenue rising to CNY 3,577.95 million and net income reaching CNY 747 million, alongside the completion of substantial share repurchases and the recognition of a US$7.04 million impairment charge. A key insight is that management reaffirmed its full-year revenue guidance, signaling confidence in ongoing operational momentum and expectations for continued top-line growth. Now, we assess how the reaffirmed guidance...
NYSE:EL
NYSE:ELPersonal Products

Is Estée Lauder’s Recent 38% Rally Signaling a Shift in Its Market Value for 2025?

Wondering whether Estée Lauder Companies is worth a spot in your portfolio right now? You are definitely not alone. The stock has experienced an interesting ride lately, catching the eye of many investors who are evaluating their next move. While Estée Lauder has traditionally been seen as a powerhouse in the beauty and personal care space, recent price action suggests growing questions about the company's immediate prospects, and perhaps some optimism about a potential turnaround. Over the...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Will Lowered Sales Outlook and Buybacks Shift Wendy's (WEN) Long-Term Investment Story?

In the past week, The Wendy's Company reported a decrease in second quarter sales and revenue, revised its 2025 guidance to expect a sales decline, but maintained its quarterly cash dividend and completed a significant share buyback program totaling US$460.42 million. The combination of ongoing shareholder returns through dividends and buybacks alongside lowered sales expectations highlights the company's efforts to support investors amid softer operating results. We'll examine how Wendy's...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Ross Stores (ROST): Evaluating Its Valuation After a Surprising Month of Gains

If you have been following Ross Stores (ROST), the recent stretch of share price volatility might have you pausing to rethink your next move. While there has not been a headline-grabbing announcement, the stock’s month-long gain of 7% stands out following a year of more mixed results. This unusual momentum in the absence of big news has caught the eye of many investors who are trying to make sense of what might be driving the uptick. Looking at the bigger picture, Ross Stores had a fairly...
ARCA:VOO
ARCA:VOOCapital Markets

Vanguard S&P 500 ETF (VOO): Examining Valuation After Recent Price Swings

Vanguard Index Funds: Vanguard S&P 500 ETF (VOO) has quietly moved onto the radar of investors once again, with recent price swings raising a few eyebrows. There is no major headline or single market-moving event driving these price changes. However, the shift is catching attention, as it comes amid an ongoing debate about the state of the broader market. When VOO sees a swing, whether small or large, it often sparks a discussion about value, risk, and timing, given its role as a bellwether...
NYSE:DG
NYSE:DGConsumer Retailing

Is Dollar General Set for Growth After Latest Quarterly Earnings Surprise?

If you have been eyeing Dollar General stock and wondering if now is the right time to buy, sell, or simply hold, you are not alone. After all, Dollar General has been on quite the ride lately, keeping investors on their toes. Over the past 90 days, shares are up more than 10%, signaling renewed optimism after a rocky year, even though the 1-year total return is still in the red at around -6%. That turnaround story, mixed with cautious excitement, seems to be the theme at play for Dollar...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

A Look at Duolingo (DUOL)’s Valuation Following Recent Share Price Volatility

If you have been following Duolingo (DUOL) lately, the stock’s swing is probably catching your eye. Over the past week, shares are up 5%, but that follows a 3% drop in the last month and a much steeper slide over the past 3 months. These moves do not stem from any single headline-grabbing announcement. However, they raise the ever-present question for investors: is this just noise, or could it indicate a shift in sentiment around Duolingo’s long-term growth? Looking at a broader time frame,...
NYSE:CTRA
NYSE:CTRAOil and Gas

How Investors Are Reacting To Coterra Energy (CTRA) Overcoming Lower Prices With Strong Cash Flow and Production

In its most recent quarterly results, Coterra Energy reported strong free cash flow and production growth, overcoming lower commodity prices and operational hurdles in the Harkey wells. This performance was largely attributed to effective cost controls, robust hedging, and supportive natural gas storage and supply conditions that strengthen the company's gas-weighted portfolio ahead of winter. We'll examine how Coterra Energy's operational resilience and strong cash generation may influence...
NYSE:HD
NYSE:HDSpecialty Retail

Is There Still Room for Home Depot After Its Bid for GMS Sends Shares Higher?

If you have been eyeing Home Depot stock lately, you are not alone. Plenty of investors are weighing what to do after seeing the company's shares climb over 11% this past year and more than 55% in five years. The biggest home improvement retailer in the US has shown real resilience, especially with a steady flow of headlines and rumors about deals, including a recent buzz over its bid for GMS Inc. Even after a short-lived dip earlier in the year, Home Depot’s quick recovery signals that Wall...