NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

Assessing Royalty Pharma (RPRX) Valuation After Dividend Increase And Raised Full Year Guidance

Royalty Pharma (RPRX) has drawn fresh attention after its board approved a 6.8% increase in the quarterly dividend to US$0.235 per Class A share, along with raised full year guidance following recent results. See our latest analysis for Royalty Pharma. The dividend increase and higher full year guidance come after a period of improving momentum, with the share price at US$40.17, a 90 day share price return of 11.55% and a 1 year total shareholder return of 39.65%, suggesting sentiment has...
NYSE:ELV
NYSE:ELVHealthcare

Is It Time To Reassess Elevance Health (ELV) After Its Recent Share Price Weakness

If you are wondering whether Elevance Health shares offer good value right now, the story starts with how the current price lines up against a few different valuation checks. The stock last closed at US$372.83, with returns of 5.2% over the past week, 9.3% over the past month, 5.2% year to date, a 0.3% decline over the past year, a 19.2% decline over three years, and 22.2% over five years, which gives investors a mixed set of signals about recent momentum and longer term performance. Recent...
NYSE:HPE
NYSE:HPETech

Hewlett Packard Enterprise (HPE) Is Down 8.3% After OneView Cyber Vulnerability Disclosure Has The Bull Case Changed?

The U.S. Cybersecurity and Infrastructure Security Agency recently added a critical, actively exploited code injection vulnerability in Hewlett Packard Enterprise’s OneView software to its Known Exploited Vulnerabilities catalog, prompting HPE to release hotfixes for versions 5.20 through 10 and urging federal agencies to patch affected systems by January 28, 2026. This incident heightens operational and reputational risk for HPE, as customers reassess the robustness of its infrastructure...
NYSE:CYD
NYSE:CYDMachinery

Is UBS’s New Coverage of China Yuchai (CYD) Reframing Its Engine Business Risk‑Reward Story?

Earlier this week, UBS initiated analyst coverage on China Yuchai International with a ‘Buy’ rating, signaling increased institutional attention on the engine maker. This new coverage could influence how investors weigh China Yuchai’s exposure to traditional powertrains against its efforts in alternative fuel technologies and exports. Now we’ll explore how UBS’s positive initiation may reshape China Yuchai International’s existing investment narrative and risk‑reward balance. Rare earth...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Autodesk (ADSK) Valuation Check After Tech Sector Rotation And Fresh Analyst Buy Ratings

Autodesk (ADSK) has come into focus after a sector wide pullback in high growth technology names, a 6.1% single day drop, and fresh analyst coverage that reinforces interest in the stock. See our latest analysis for Autodesk. That sharp one day slide comes after a softer patch, with the 30 day share price return of 8.02% and 90 day share price return of 9.05% leaving Autodesk roughly flat for the year to date. The 3 year total shareholder return of 37.60% points to longer term momentum that...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Assessing Zoetis (ZTS) Valuation As AI Diagnostics Push Meets Rising Zoonotic Disease Concerns

Zoetis (ZTS) is drawing fresh attention as its push into AI and machine learning powered veterinary diagnostics intersects with rising concern over zoonotic diseases, highlighting how its animal health focus might factor into portfolio decisions. See our latest analysis for Zoetis. Recent AI diagnostics headlines arrive as Zoetis trades at US$127.17, with a 30‑day share price return of 8.08% and a 1‑year total shareholder return decline of 21.10%, suggesting near term momentum alongside...
NYSE:MTG
NYSE:MTGDiversified Financial

Is MGIC Investment (MTG) Attractively Priced After Strong Multi‑Year Share Price Gains?

If you are wondering whether MGIC Investment's current share price still reflects good value, it helps to step back and look at what the numbers really say about the stock. The share price recently closed at US$29.01, and while the 7 day and year to date returns sit at 0.5% declines, the 1 year and 3 year returns of 29.4% and 134.9% show how different time frames can tell very different stories. Recent coverage has focused on MGIC Investment as a key player in US mortgage insurance, with...
NYSE:RS
NYSE:RSMetals and Mining

The Bull Case For Reliance (RS) Could Change Following Shifts In Crude Sourcing And Compliance Scrutiny

Reliance Industries recently reviewed the option of resuming Venezuelan crude oil purchases, after halting them in 2025 due to a U.S. tariff, while also formally denying media reports alleging Russian crude shipments to its Jamnagar refinery. This combination of potential changes in crude sourcing and the company’s direct response to compliance-related allegations raises fresh questions about future feedstock flexibility, regulatory clarity, and operational risk management. We’ll now examine...
NYSE:SN
NYSE:SNConsumer Durables

Is SharkNinja (SN) Pricing Looked At Differently After Its Recent Share Price Climb

If you are looking at SharkNinja and wondering whether the current share price lines up with the underlying business, you are not alone. Valuation is front and center for this stock right now. SharkNinja recently closed at US$120.49, with returns of 5.8% over the past week, 5.5% over the last month and 11.5% over the past year. This performance has put fresh attention on what counts as a reasonable price. Recent coverage has focused on SharkNinja's position in the consumer durables space,...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Why Huron Consulting Group (HURN) Is Up 6.0% After New Hippocratic AI Partnership Announcement – And What's Next

Hippocratic AI recently announced a collaboration with Huron Consulting Group to embed its generative AI healthcare agents into Huron-led transformation programs, aiming to improve care continuity, patient access, and operational performance across health systems nationwide. This partnership pairs Huron’s large healthcare client base with Hippocratic AI’s high-volume clinical interaction platform, potentially accelerating adoption of AI-driven workflows in areas such as discharge navigation,...
NYSE:AMP
NYSE:AMPCapital Markets

Ameriprise Financial (AMP) Valuation Check As Optimistic Analysts Eye Upcoming Fourth Quarter Earnings

Ameriprise Financial (AMP) is back in focus as it heads into its upcoming fourth quarter earnings report, with analysts broadly positive on its profit outlook and recent advisor additions and client inflows. See our latest analysis for Ameriprise Financial. At a recent share price of $507.76, Ameriprise’s 90 day share price return of 5.91% and five year total shareholder return of 163.21% suggest momentum that has rewarded patient holders. The modest 1 year total shareholder return of 0.24%...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

How Universal Display’s Extended Tianma OLED Deal (OLED) Has Changed Its Investment Story

In early January 2026, Universal Display Corporation announced it had signed long-term OLED material supply and license agreements with Tianma, extending their existing partnership and providing UniversalPHOLED materials via subsidiary UDC Ireland Limited for Tianma’s next-generation OLED displays. This renewed agreement highlights Universal Display’s deepening ties with a major Chinese panel maker, reinforcing its role in enabling advanced, energy-efficient OLED technologies for global...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

Is It Time To Reassess uniQure (QURE) After 83% One Year Share Price Gain?

If you are wondering whether uniQure's share price lines up with its underlying value, this article walks through the key numbers so you can judge for yourself. Over the past year, uniQure's stock has returned 82.8%, with shorter term moves of 8.3% over 7 days and 25.7% over 30 days from a last close of US$25.32. These shifts can affect how investors think about both upside and risk. Recent news around uniQure has focused on its gene therapy pipeline and partnerships, which helps explain why...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Is Ouster (OUST) Using the Needham Stage to Reframe Its Lidar Strategy for Institutions?

Ouster, Inc. has confirmed that its CEO Angus Pacala, CFO Ken Gianella, and SVP Chen Geng will present the company’s growth and strategy at the virtual 28th Annual Needham Growth Conference on January 15, 2026. This conference appearance gives Ouster a platform to highlight its roadmap directly to institutional investors, potentially clarifying how management plans to execute on its lidar and software initiatives. Next, we’ll examine how Ouster’s upcoming Needham conference presentation...
NYSE:EIX
NYSE:EIXElectric Utilities

Is Edison International (EIX) Pricing Reflect Grid Reliability And Wildfire Risk Concerns?

If you are wondering whether Edison International is offering fair value right now, it helps to step back and line up what the recent share performance and fundamentals are actually telling you. The stock last closed at US$60.99, with returns of 0.1% over 7 days, 6.1% over 30 days, 0.1% year to date, 0.3% decline over 1 year, 3.5% over 3 years, and 24.7% over 5 years. Taken together, these figures give a mixed picture of how the market has been pricing the company over different time...
NYSE:NOMD
NYSE:NOMDFood

Is Nomad Foods (NOMD) Offering Opportunity After A 19.5% Share Price Slide?

If you are wondering whether Nomad Foods shares are offering good value right now, it helps to step back and look at what the recent share price performance is actually telling you. The stock closed at US$12.04 most recently, after a 1% decline over the past week, 2.4% decline over the past month, and a 19.5% decline over the last year. This may change how investors think about both its risk and its potential. These returns have put more attention on the gap between price and fundamentals,...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

How Cannabis Rescheduling and High‑Yield Valuations At Innovative Industrial Properties (IIPR) Has Changed Its Investment Story

Recently, Innovative Industrial Properties has drawn attention as analysts highlighted its low valuation around 8x FFO and a roughly mid‑teens dividend yield relative to its cannabis-operator tenants, despite its REIT business model generating comparatively stable rental cash flows and being less directly exposed to cannabis price compression. An additional focus has been on IIPR’s preferred shares, which some analysis describes as having very large AFFO coverage and offering a...
NYSE:AAT
NYSE:AATREITs

Is There Now An Opportunity In American Assets Trust (AAT) After Mixed Long Term Returns?

If you are wondering whether American Assets Trust is simply out of favor or quietly offering value, starting with the recent share performance can help frame the opportunity and the risks. The stock last closed at US$18.84, with returns of 0.3% over the past week, a 1.1% decline over 30 days, 0.3% year to date, and longer term returns of 14.5% decline over 1 year, 18.0% decline over 3 years, and 15.8% decline over 5 years. These mixed returns sit against a real estate backdrop where...
NYSE:NYT
NYSE:NYTMedia

Assessing New York Times (NYT) Valuation After Strong Multi Year Shareholder Returns

New York Times (NYT) has been drawing attention recently as investors reassess the media group’s digital subscription focused model, with shares reflecting mixed short term moves and stronger multi year total returns. See our latest analysis for New York Times. Recent trading has been choppy, with a 30.0% 90 day share price return contrasting with a small one day pullback. At the same time, the 1 year total shareholder return of 41.7% points to momentum that has built over time rather than...
NYSE:GLW
NYSE:GLWElectronic

Is It Too Late To Reassess Corning (GLW) After Its Strong Multi Year Rally?

If you are wondering whether Corning’s share price still reflects fair value after a strong run, you are not alone. The stock closed at US$85.23, with returns of 84.3% over 1 year, 156.8% over 3 years and 158.7% over 5 years, although the last 7 days and 30 days saw declines of 6.0% and 9.5% respectively. Recent headlines around Corning have focused on its position in glass and material technologies and how that ties into demand from electronics and communications end markets. This context...
NYSE:PKG
NYSE:PKGPackaging

What Packaging Corporation of America (PKG)'s EPS Miss and Steady Volumes Reveal About Profit Efficiency

In its latest quarterly update, Packaging Corporation of America reported revenue roughly in line with expectations but earnings per share below analyst forecasts, as management pointed to solid legacy packaging performance alongside ongoing pressure in export containerboard demand. This combination of steady core operations and weaker profitability has sharpened attention on how efficiently the company can convert resilient box demand into earnings. Next, we’ll examine how this...
NYSE:AROC
NYSE:AROCEnergy Services

How Archrock’s US$800 Million Note Offering At Archrock (AROC) Has Changed Its Investment Story

In early January 2026, Archrock announced that its subsidiary Archrock Services, L.P. priced an upsized private offering of US$800,000,000 in 6.000% senior notes due 2034, with proceeds earmarked to repay a portion of borrowings under its revolving credit facility. This refinancing step reshapes Archrock’s capital structure by extending debt maturities and shifting borrowings from a revolving credit line into longer-term fixed-rate notes. We’ll now examine how issuing US$800,000,000 of...
NYSE:CXT
NYSE:CXTElectronic

A Look At Crane NXT (CXT) Valuation As Short Term Momentum Follows Recent Share Price Swings

With no single headline event driving attention, Crane NXT (CXT) is on some investors’ radar after recent price swings, including a 1.2% daily gain and mixed returns over the past 3 months. See our latest analysis for Crane NXT. The recent 1-day share price return of 1.15% and 7-day share price return of 4.71% sit against a 30-day share price return decline of 12.52% and a 90-day share price return decline of 23.78%. Meanwhile, the year to date share price return of 4.71% contrasts with a...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

Assessing Aveanna Healthcare (AVAH) Valuation After Earnings Outlook Improves And Insider Sale For Taxes

Aveanna Healthcare Holdings (AVAH) has drawn fresh attention after recent research highlighted its value-focused rating and earnings outlook, along with improving revenue trends and guidance that have contributed to a strong share price recovery. See our latest analysis for Aveanna Healthcare Holdings. At a share price of $8.59, Aveanna’s recent moves have come after a strong run, with a year-to-date share price return of 6.31% and a 1-year total shareholder return of 90.47%. The 3-year total...