NYSE:BW
NYSE:BWElectrical

Does Babcock & Wilcox (BW) Siemens AI Power Deal Recast Its Role In Digital Infrastructure?

Earlier this month, Babcock & Wilcox Enterprises announced it had selected Siemens Energy to supply steam turbine generator sets for its one‑gigawatt power project backing Applied Digital’s AI factory, while also disclosing the planned May 2026 departure and consulting transition of long‑time General Counsel John Dziewisz and an upcoming Needham conference appearance. The Siemens Energy collaboration anchors Babcock & Wilcox’s role in powering large‑scale AI infrastructure using a proven...
NYSE:BG
NYSE:BGFood

Why Bunge Global (BG) Is Up 11.6% After Weakening Sales, EPS And Liquidity Concerns – And What's Next

In recent years, Bunge Global has reported annual sales declines of 3.7% and earnings per share falling 19% per year, while also contending with limited cash reserves that may require shareholder-dilutive financing. This combination of shrinking top- and bottom-line performance and a strained liquidity position raises questions about how effectively Bunge Global’s products are resonating with its end markets. Next, we’ll examine how concerns about Bunge Global’s weakening earnings and...
NYSE:DT
NYSE:DTSoftware

Is Dynatrace’s (DT) AI Observability Focus Enough To Offset Earnings Uncertainty?

In recent days, Dynatrace has drawn attention as investors look ahead to its upcoming earnings report, weighing mixed analyst views on its outlook and industry challenges in observability and cybersecurity software. This heightened focus comes as research firms highlight Dynatrace’s AI-powered, unified observability platform and strong gross margins, underscoring its role in supporting complex, cloud-based digital operations. With anticipation building around Dynatrace’s upcoming earnings...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Assessing Limbach Holdings (LMB) Valuation After New Senior Appointments Target Data Center And Industrial Growth

Limbach Holdings (LMB) is reshaping its senior team, elevating long-time leaders Nick Angerosa and Jay Sharp into newly defined executive roles that focus on national customer solutions and sales across key end markets. See our latest analysis for Limbach Holdings. The recent executive appointments come as the share price trades at US$86.67, with a 7 day share price return of 12.56% and a year to date share price return of 9.61%. The 1 year total shareholder return of an 8.20% decline...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation (ROK) Valuation Check As Industrial AI Momentum And Recurring Software Revenue Draw Interest

Rockwell Automation (ROK) is in focus after THG Nutrition, part of THG PLC and home to Myprotein, selected its Plex Manufacturing Execution System to standardize and digitize production across multiple global facilities. See our latest analysis for Rockwell Automation. The THG Nutrition win lands at a time when Rockwell Automation’s share price has been gaining traction, with a 90 day share price return of 21.13% and a 1 year total shareholder return of 52.34%. This suggests momentum has been...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Why Cogent Biosciences (COGT) Is Up 10.3% After Mapping Bezuclastinib’s Multi-Indication NDA Strategy

Cogent Biosciences recently outlined an ambitious 2026 roadmap centered on bezuclastinib, including multiple planned New Drug Application submissions across systemic mastocytosis and gastrointestinal stromal tumor indications, alongside key clinical data presentations from its SUMMIT, PEAK, and APEX pivotal trials. At the same time, the company is broadening its precision oncology pipeline with planned IND filings for novel KRAS and JAK2 V617F inhibitors and advancing several early-stage...
NYSE:BMY
NYSE:BMYPharmaceuticals

The Bull Case For Bristol-Myers Squibb (BMY) Could Change Following Camzyos’ Phase 3 Adolescent oHCM Win

Earlier this week, Bristol Myers Squibb reported positive topline Phase 3 SCOUT-HCM results showing Camzyos significantly reduced left ventricular outflow tract obstruction in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, with safety consistent with its adult profile. This success in a rare, high‑risk pediatric population could widen the clinical footprint of cardiac myosin inhibition and enhance the medical relevance of Camzyos within Bristol Myers Squibb’s...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Is Array Technologies (ARRY) Tightening the Link Between Product Strategy and Revenue Execution With New Leadership?

Earlier this month, Array Technologies announced the promotions of Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer, expanding executive oversight of worldwide revenue generation and product development. These promotions highlight Array’s focus on tighter alignment between customer needs and its product roadmap, while reinforcing global sales execution and product innovation capabilities. We’ll now examine how Green’s expanded global revenue role could...
NYSE:PLD
NYSE:PLDIndustrial REITs

Do Analyst Upgrades Before Earnings Change The Bull Case For Prologis’ Growth-First Strategy (PLD)?

In recent days, Prologis has drawn attention as brokers upgraded their ratings and reaffirmed an overall “Outperform” consensus ahead of its latest earnings report, which is expected to show earnings per share of US$1.44 and revenue of US$2.10 billion compared with the prior year’s quarter. This combination of more cautious earnings expectations alongside projected revenue growth has sharpened focus on how the company is balancing profitability with expansion in its logistics real estate...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (GLXY) Is Up 25.5% After Doubling ERCOT-Approved Power At Helios AI Campus

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Is It Time To Reassess First Solar (FSLR) After Recent Share Price Pullback?

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

Evaluating JD.com (NasdaqGS:JD) As Shares Trade Below Popular Fair Value Estimates

How JD.com stock has been performing recently JD.com (JD) has seen mixed recent returns, with a 1 day move of around 1% decline, a slightly negative past week, a small gain over the past month, and a double digit decline across the past 3 months. Over longer periods, JD.com shows negative total returns year to date, over the past year, and across the past 3 and 5 years. This may influence how you think about risk, holding periods, and position sizing. See our latest analysis for JD.com. At a...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Record 2025 Commitments and Repayments Might Change The Case For Investing In Trinity Capital (TRIN)

In 2025, Trinity Capital reported record investment activity with US$2.10 billion in new commitments and US$1.50 billion funded across secured loans, equipment financings, and warrant and equity investments, including about US$435 million funded in the fourth quarter. This update highlights not only strong demand for Trinity’s lending products but also brisk portfolio turnover, with repayments and exits nearing US$826 million for the year. Next, we’ll examine how this record US$2.10 billion...
NYSE:BE
NYSE:BEElectrical

Is It Too Late To Consider Bloom Energy (BE) After Its Strong Share Price Run?

If you are wondering whether Bloom Energy's share price still reflects fair value after its recent run, you are not alone. That is exactly what this article is built to unpack. The stock last closed at US$139.17, with returns of 14.2% over 7 days, 58.9% over 30 days, 41.0% year to date, and a very large gain over 1 year and 3 years. This naturally raises questions about growth expectations and risk. Recent news coverage around Bloom Energy has focused on its role in clean energy solutions...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Is DocuSign’s (DOCU) Contract-Focused AI Shift Quietly Rewriting Its Competitive Moat?

Earlier this week, DocuSign announced new AI-powered eSignature features built on its Intelligent Agreement Management platform, using its Iris engine to simplify dense legal language for signers and automate document preparation tasks like agreement-type detection and field placement across the US, UK, and Australia. The launch directly targets long-standing friction points in contract workflows, signer confusion, preparation errors, and time-intensive setup, positioning DocuSign’s AI as...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation As Dividends Buybacks And New Senior Notes Draw Attention

Antero Midstream (AM) has kept its quarterly cash dividend at $0.225 per share, alongside fourth quarter share repurchases and new senior notes offerings that reshape how cash flows between the company and its investors. See our latest analysis for Antero Midstream. At a share price of US$17.84, Antero Midstream has seen a 7 day share price return of 2.94% while its 1 year total shareholder return of 15.25% and 5 year total shareholder return above 200% reflect gradually building momentum...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Is Rezolve AI (RZLV) Attractive After Its Recent Share Price Surge?

If you are wondering whether Rezolve AI's recent run makes the stock look cheap or stretched, this article walks through what the current price could imply about its value. The shares last closed at US$4.62, with returns of 24.5% over 7 days, 55.6% over 30 days, 61.0% year to date and 53.5% over 1 year, while the 3 year return sits at a 54.2% decline. Recent price moves have come as Rezolve AI continues to attract attention in the AI and software space, where investor interest can quickly...
NYSE:MC
NYSE:MCCapital Markets

Is It Too Late To Consider Moelis (MC) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Moelis at around US$77.75 is offering fair value or a stretched price, you are not alone. That is exactly what this article will unpack. The stock has recently posted returns of 4.6% over 7 days, 12.1% over 30 days, 9.2% year to date, 5.7% over 1 year, 99.0% over 3 years and 93.8% over 5 years, which naturally raises questions about where value now sits. Recent coverage of Moelis has focused on its position within the diversified financials space and ongoing...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health Valuation Check As ACA Subsidy Extension And Analyst Upgrade Support Positive Sentiment

Oscar Health (OSCR) is back in focus after the U.S. House of Representatives approved a bill to extend Affordable Care Act subsidies, a key support for insurers concentrated in the individual exchange market. See our latest analysis for Oscar Health. The policy news arrives after a mixed stretch for the stock, with a 10.88% 1 month share price return and a 16.37% year to date share price return set against a 10.16% 3 month share price decline. At the same time, the 3 year total shareholder...
NYSE:MAN
NYSE:MANProfessional Services

Is BMO’s Upgrade a Clue to ManpowerGroup’s (MAN) Long-Term Labor Market Positioning?

Earlier this week, BMO Capital upgraded ManpowerGroup, citing expectations for better operating trends at the workforce solutions provider following its recent performance. The upgrade highlights how shifts in analyst confidence can influence investor focus on ManpowerGroup’s execution in a rapidly evolving labor market. Next, we’ll examine how BMO Capital’s improved view on ManpowerGroup’s operating trends may affect the company’s existing investment narrative. The best AI stocks today may...
NYSE:BRC
NYSE:BRCCommercial Services

Can Brady’s Slowing Organic Growth Redefine Its Long‑Term Story Despite Strong Trends at BRC?

In recent months, Brady Corporation reported solid quarterly results, with five-year compounded annual revenue growth of 7.5% and earnings per share increasing 15.7% annually. These figures highlight that Brady’s offerings continue to appeal to customers even as its core organic revenue growth slowed to 1.6% over the past two years. While strong long-term sales and earnings trends underscore the effectiveness of Brady’s product portfolio and execution, the recent slowdown in organic growth...
NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

STAAR Surgical (STAA) Is Down 6.8% After Governance Shake-Up Post Rejected Alcon Merger - Has The Bull Case Changed?

STAAR Surgical recently reshaped its board after shareholders rejected a proposed merger with Alcon, adding three investor-affiliated directors while CEO Stephen Farrell stepped down from the board but remains in the role until January 31, 2026. This shift hands greater influence to major shareholder Broadwood Partners and its allies, signaling potential changes in governance priorities and capital allocation for the standalone company. With Broadwood-backed directors now on the board, we’ll...
NYSE:DEA
NYSE:DEAOffice REITs

Is Easterly Government Properties (DEA) Price Out Of Step With Its Cash Flow Outlook

If you are wondering whether Easterly Government Properties is attractively priced or not, you are in the right place. This article is built around helping you make sense of what the current share price might imply. The stock last closed at US$22.87, with returns of 1.1% over the past week, 2.7% over the past month, a 7.3% gain year to date, and declines of 13.2% over 1 year, 24.4% over 3 years, and 43.5% over 5 years. This can signal shifting views on both its potential and its...
NYSE:FUL
NYSE:FULChemicals

H.B. Fuller (FUL) Margin Improvement And 16.2% Earnings Growth Test Bullish Narratives

H.B. Fuller FY 2025 earnings snapshot H.B. Fuller (FUL) has wrapped up FY 2025 with fourth quarter revenue of US$894.8 million and basic EPS of US$0.55, setting the tone for a year where earnings momentum and margin progression were in focus for investors. The company has seen quarterly revenue move from US$917.9 million in Q3 2024 to the US$788.7 million to US$898.1 million range across the first three quarters of 2025, while basic EPS shifted from US$1.01 in Q3 2024 to US$0.24, US$0.77 and...