NYSE:GWRE
NYSE:GWRESoftware

A Look At Guidewire Software (GWRE) Valuation After Strong Results And Cautious Full Year Outlook

Guidewire Software (GWRE) is back in focus after a mixed earnings reaction, where solid revenue and EBITDA beats met a cautious full year outlook, even as new cloud partnerships and international customer go lives continue to roll out. See our latest analysis for Guidewire Software. At a share price of US$161.89, Guidewire’s 1 day and 7 day share price returns of 1.16% and 1.82% follow a sharp 30 day and 90 day share price decline of 21.21% and 36.02%. This comes even as cloud go lives and...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Valuation Check After Strong Share Price Momentum And Rare Disease Pipeline Updates

Mirum Pharmaceuticals: Recent Stock Performance in Focus Mirum Pharmaceuticals (MIRM) has caught investor attention after a strong run over the past month and past 3 months, prompting a closer look at how its rare disease portfolio and current financial profile line up. See our latest analysis for Mirum Pharmaceuticals. The recent move to a US$96.92 share price sits within a strong run, with a 30-day share price return of 22.28% and a one year total shareholder return of 99.92%. This points...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang Data Breach Puts Legal Risks And Governance In The Spotlight

Coupang (NYSE:CPNG) reported a large-scale data breach affecting tens of millions of customer accounts. Multiple class action lawsuits have been filed in response to the incident. A CEO has resigned following the breach and its fallout. Regulators in South Korea have opened heightened investigations into the company. Major U.S. shareholders have petitioned the U.S. government for intervention under international trade agreements. Coupang, the South Korea based e-commerce company listed on...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Advances R2 Validation As Cost Efforts Shape Valuation Upside

Rivian Automotive has begun rolling out R2 validation units as part of its next phase of production. The company is working on cost reduction initiatives and updating factory infrastructure alongside R2 validation. These steps indicate operational progress ahead of the planned introduction of the new R2 model. Rivian Automotive, listed as NasdaqGS:RIVN, is moving the R2 program forward while its shares most recently traded at $15.75. The stock has seen a 23.9% gain over the past year, while...
NYSE:HAE
NYSE:HAEMedical Equipment

Is Haemonetics (HAE) Offering Value After Prolonged Share Price Weakness

If you are wondering whether Haemonetics shares are offering real value right now, it helps to start by separating price moves from what the underlying business might be worth. The stock last closed at US$68.37, with returns of 5.3% decline over 7 days, 14.8% decline over 30 days, 14.5% decline year to date, 4.1% decline over 1 year, 18.8% decline over 3 years and 40.5% decline over 5 years. These figures may prompt questions about how the current price lines up with fundamentals. Recent...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Is Marvell’s XConn AI Deal Amid Weak Chip Sentiment Altering The Investment Case For Marvell Technology (MRVL)?

In its latest quarter, Marvell Technology reported record fiscal 2026 third‑quarter results and agreed to acquire XConn Technologies for about US$540 million to enhance its PCIe and CXL switching portfolio for data‑center and AI infrastructure. At the same time, broader semiconductor sentiment weakened after Intel highlighted ongoing supply shortages and a softer sector outlook, pulling Marvell into industry‑wide concern despite its strong AI‑related positioning. With recent gains in the...
NYSE:TMO
NYSE:TMOLife Sciences

Is Thermo Fisher Scientific (TMO) Pricing Reflecting Recent Steady Returns And Growth Expectations

If you are wondering whether Thermo Fisher Scientific at around US$626 per share still offers value, you are not alone. A closer look at its current pricing can help frame that question. The stock has returned 1.3% over the last week, 7.9% over the last month, 5.8% year to date, 7.7% over one year, 12.0% over three years, and 23.2% over five years, which gives useful context before assessing what you are paying today. Recent coverage has focused on Thermo Fisher Scientific's position as a...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Apellis Turns GAAP Profitable As Syfovre Sales Shift Story To Execution

Apellis Pharmaceuticals (NasdaqGS:APLS) reports GAAP profitability as it ramps commercial sales of Syfovre. The company shifts from a primarily clinical stage focus to a commercial model centered on its approved therapy for geographic atrophy. This transition marks a new phase for Apellis as a growth stage biotech with revenue tied directly to product sales. For you as an investor, the key point is that Apellis has moved from relying mainly on development activities to generating revenue...
NasdaqGS:AAL
NasdaqGS:AALAirlines

Is American Airlines Group (AAL) Starting To Look Interesting After Recent Share Price Weakness

If you are wondering whether American Airlines Group shares are starting to look interesting at current levels, it helps to step back and ask what you are really getting for the price you pay. The stock closed at US$14.57, with returns of 5.2% decline over 7 days, 5.6% decline over 30 days, 5.9% decline year to date and 15.3% decline over 1 year. This naturally raises questions about how the market is weighing risk and potential reward. Over the past few months, headlines around American...
NYSE:MTDR
NYSE:MTDROil and Gas

Matador Resources Midstream Leadership Shift And What It Means For Investors

Matador Resources (NYSE:MTDR) has announced the retirement of Executive Vice President, Marketing and Midstream Strategy, G. Gregg Krug. Following his retirement, Mr. Krug will continue with the company as a Special Advisor. This move affects the leadership of Matador's marketing and midstream activities, areas that are central to its business model. For you as an investor looking at NYSE:MTDR, this leadership change sits at the heart of Matador's role as an oil and gas producer with an...
NYSE:BX
NYSE:BXCapital Markets

Is It Too Late To Reassess Blackstone (BX) After Recent Share Price Weakness

If you are wondering whether Blackstone at around US$150 per share is offering good value right now, you are not alone. The stock is currently priced at US$150.07, with a 7 day return of 8.2% decline, a 30 day return of 3.4% decline, a year to date return of 5.5% decline, a 3 year return of 73.1%, and a 5 year return of 157.2%. Recent attention on Blackstone has centered on its role as a major alternative asset manager. Investors are watching how it positions across private equity, real...
NYSE:ICE
NYSE:ICECapital Markets

ICE Mortgage Data Shifts Test Intercontinental Exchange Valuation And Momentum

ICE Mortgage Technology released its December 2025 First Look report on mortgage performance. The report highlights changes in mortgage delinquencies, prepayments, and foreclosure activity. Foreclosure activity among FHA and VA loans and a rise in refinance activity tied to lower rates are key focal points. Intercontinental Exchange (NYSE:ICE), trading at $175.1, sits at the center of mortgage data and servicing through its ICE Mortgage Technology platform. The stock is up 7.1% over the...
NasdaqGM:VWAV
NasdaqGM:VWAVAerospace & Defense

Is VisionWave Holdings (VWAV) Using SaverOne To Redefine Its Edge In Defense-Grade RF Intelligence?

In January 2026, VisionWave Holdings announced a multi-stage Exchange Agreement with SaverOne 2014 to co-develop an RF-based defense and security platform, alongside early progress integrating its qSpeed computational acceleration engine into defense workflows and securing patent protection for its Argus counter-UAS architecture. This collaboration positions SaverOne as the core operating hub for RF-enabled concealed-threat detection while VisionWave supplies proprietary RF sensing,...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Resource Growth At Grey Fox And Tartan Meets Lofty Valuation

McEwen Inc. (NYSE:MUX) released its year end 2025 Mineral Resource Estimate update for the Grey Fox project, indicating a sizeable increase in Indicated gold resources. The company outlined further resource expansion potential tied to new property acquisitions, recent drill results, and project optimization work at Grey Fox. McEwen completed the acquisition of the Tartan Mine and reported strong gold intercepts while progressing an updated mineral resource estimate and development plan for...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

US Stock Market Today: S&P 500 Futures Edge Higher As Fed And Shutdown Loom

The Morning Bull - US Market Morning Update Tuesday, Jan, 27 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq futures higher by roughly 0.5%, as investors balance better US growth signals against interest rate and political questions. The Chicago Fed National Activity Index sits near zero at -0.04, which means growth is close to its long run trend, and November durable goods orders jumped 5.3%, reflecting firm demand for...
NYSE:CAG
NYSE:CAGFood

Is Conagra (CAG) Prioritizing Cash Flow Over Growth To Navigate Intensifying Food Aisle Competition?

Morgan Stanley recently reiterated its Equal Weight view on Conagra Brands while flagging intensifying competition from value pricing, heavier promotions and resurgent private-label offerings across US food stocks. Conagra’s leadership has responded by emphasizing cash flow generation and debt reduction over acquisitions, signaling a disciplined stance amid tougher retail conditions. Next, we’ll examine how this renewed focus on cash flow and balance sheet strength shapes Conagra’s...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Is Cognizant (CTSH) Pricing Reflect Its Role In Global Digital Transformation Services

If you are wondering whether Cognizant Technology Solutions at around US$85.61 is offering good value today, you are not alone, and the numbers give us plenty to work with. The stock has recently shown a 1.0% return over the past week, 0.0% over the last 30 days, 5.3% year to date, 7.2% over 1 year, 37.8% over 3 years, and 17.3% over 5 years, which gives useful context before comparing price to underlying value. Recent news around Cognizant has focused on its position as a global IT services...