NYSE:LC
NYSE:LCConsumer Finance

LendingClub (LC) Is Down 19.7% After Earnings, Buyback And Accounting Shift Update - Has The Bull Case Changed?

LendingClub Corporation recently reported fourth-quarter 2025 net income of US$41.55 million and full-year net income of US$135.68 million, alongside 2026 diluted EPS guidance of US$0.34–US$0.39 for the first quarter and US$1.65–US$1.80 for the full year. The company paired this earnings and guidance update with lower quarterly net charge-offs, a completed US$11.9 million buyback, leadership transitions, and a shift toward fair value accounting that changes how its growing loan book is...
NYSE:STNG
NYSE:STNGOil and Gas

Is Scorpio Tankers (STNG) Pricing In Recent Share Gains And Strong DCF Upside Potential

If you are wondering whether Scorpio Tankers is still fairly priced after a strong run, this article walks through what the current share price could imply about value. The stock last closed at US$63.62, with returns of 8.7% over 7 days, 25.2% over 30 days, 28.0% year to date, and 38.5% over 1 year. This naturally raises questions about how much of the story is already reflected in the price. Recent news around product tanker market conditions, fleet supply and demand, and refined product...
NYSE:JHG
NYSE:JHGCapital Markets

Janus Henderson Group (JHG) Net Margin Expansion Reinforces Bullish Earnings Narrative

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Expands Nevada Gold Bar Hub With Golden Lake Acquisition

McEwen (NYSE:MUX) has entered into a definitive agreement to acquire Golden Lake Exploration. The deal adds Golden Lake's projects adjacent to McEwen's Gold Bar Mine Complex in the Eureka Mining District in Nevada. The transaction is intended to consolidate McEwen's position around its existing operations at the Gold Bar Mine. For you as an investor, this move comes after a sharp share price run, with McEwen at $24.15 and up 193.1% over the past year and 286.4% over 3 years. The stock is...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

A Look At Old Second Bancorp (OSBC) Valuation After New Buyback And Earnings Beat

Old Second Bancorp (OSBC) has drawn fresh attention after its board approved a share repurchase program of up to US$43.9 million, alongside fourth quarter results that exceeded earnings expectations and highlighted its recent operating performance. See our latest analysis for Old Second Bancorp. At a share price of US$19.84, Old Second Bancorp’s short term share price returns have been relatively steady. Its 1 year total shareholder return of 7.14% and 5 year total shareholder return of...
NasdaqGS:UCTT
NasdaqGS:UCTTSemiconductor

The Bull Case For Ultra Clean Holdings (UCTT) Could Change Following New COO Appointment From Applied Materials – Learn Why

Ultra Clean Holdings, Inc. announced that Harjinder Bajwa departed the company on January 25, 2026, and that semiconductor industry veteran Robert Wunar will become Chief Operating Officer on March 23, 2026. Wunar’s long-running operations and supply chain leadership at Applied Materials, spanning global manufacturing and cycle-time reduction, directly aligns with Ultra Clean Holdings’ complex semiconductor equipment manufacturing footprint. We’ll now examine how Wunar’s extensive supply...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria's Secret Turnaround And Fashion Show Return Draw Investor Attention

Victoria's Secret (NYSE:VSCO) is in the middle of a brand recovery under new management. The company is bringing back its iconic fashion show as part of a broader repositioning of the brand. Hedge fund Greenlight Capital has highlighted these changes, drawing fresh institutional attention to Victoria's Secret. Victoria's Secret sits at the intersection of intimates, lingerie, and beauty, areas where brand perception and customer loyalty carry a lot of weight. After a period of reputational...
NYSE:KFY
NYSE:KFYProfessional Services

A Look At Korn Ferry (KFY) Valuation As Shares Show Gradual Momentum

Why Korn Ferry is on investors’ radar today Korn Ferry (KFY) is drawing fresh attention after recent share price moves, with the stock last closing at $69.47. This has prompted investors to reassess its valuation and business profile. See our latest analysis for Korn Ferry. The recent 1 day share price return of 3.30% at $69.47 sits on top of a steadier trend, with a 30 day share price return of 5.23% and a 1 year total shareholder return of 0.93%. This suggests momentum has been gradually...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

A Look At Check Point Software Technologies (CHKP) Valuation After The New Hendrick Motorsports Partnership

Check Point Software Technologies (CHKP) has drawn fresh attention after agreeing to secure Hendrick Motorsports’ growing digital operations, while also taking associate sponsorship of the No. 17 Chevrolet in the 2026 NASCAR O’Reilly Series. See our latest analysis for Check Point Software Technologies. These Hendrick Motorsports and AI-era security launches have arrived during a softer patch for the stock, with a 90 day share price return of an 8.26% decline and a 1 year total shareholder...
NYSE:XPO
NYSE:XPOTransportation

Is Options Activity and LTL Resilience Altering The Investment Case For XPO (XPO)?

In recent days, XPO has drawn attention as institutional investors sold deeply out-of-the-money put options ahead of its Q4 2025 earnings, while the company’s North American Less-Than-Truckload business continued to gain share with firm pricing despite a soft freight backdrop. Alongside this, XPO announced that two of its drivers were selected as Captains for the 2026–2027 America’s Road Team, underscoring the company’s emphasis on safety, leadership, and industry advocacy. With this...
NasdaqGM:MGYR
NasdaqGM:MGYRBanks

Magyar Bancorp (MGYR) Margin Strength At 27.7% Supports Bullish Earnings Narrative

Magyar Bancorp (MGYR) has just wrapped up Q1 2026 with Q4 2025 numbers that show total revenue of US$9.0 million and basic EPS of US$0.41, backed by net income of US$2.5 million. Over the past year, the bank has seen revenue range between US$7.2 million and US$9.3 million per quarter while EPS moved between roughly US$0.27 and US$0.43, with trailing 12 month EPS reported at about US$1.57. With a trailing net profit margin of 27.7% compared with 24.7% a year earlier, the latest results keep...
NYSE:RHI
NYSE:RHIProfessional Services

Robert Half (RHI) Is Up 21.1% After Q4 Beat And Return To Sequential Revenue Growth – Has The Bull Case Changed?

Robert Half Inc. has reported fourth-quarter 2025 results, with net income of US$31.76 million and diluted earnings per share of US$0.32 from continuing operations, both lower than a year ago but ahead of analyst expectations. Management highlighted the first positive sequential growth in talent solutions and enterprise revenues on a same-day constant currency basis in over three years, underpinned by ongoing investment in AI-powered platforms and recent senior leadership promotions in data...
NYSE:CNS
NYSE:CNSCapital Markets

Evaluating Cohen & Steers (CNS) Valuation After Mixed Short And Long Term Share Returns

Cohen & Steers (CNS) has drawn fresh attention after recent share performance diverged between shorter and longer timeframes, with a modest gain over the past month contrasting with weaker moves across the past 3 months and year. See our latest analysis for Cohen & Steers. At a latest share price of US$64.26, Cohen & Steers has paired a 30 day share price return of 2.36% with a year long total shareholder return decline of 25.10%. This suggests recent momentum is still trying to recover from...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN (IREN) Is Down 5.2% After Microsoft-Backed Pivot From Bitcoin Mining To AI Data Centers – What's Changed

In recent days, IREN has been in focus as it accelerates a pivot from bitcoin mining toward AI-focused data center services, underpinned by a long-term US$9.70 billion cloud capacity agreement with Microsoft. This shift, reinforced by Anthropic’s very large funding round and rising demand for high-performance computing, is recasting IREN as a key AI infrastructure partner rather than a pure crypto miner. We’ll now examine how this Microsoft-backed AI infrastructure expansion is reshaping...
NYSE:NPO
NYSE:NPOMachinery

A Look At Enpro (NPO) Valuation After Recent Multi Year Shareholder Returns

Why Enpro is on investors’ radar today Enpro (NPO) has attracted fresh attention after recent trading, with the stock last closing at $238.78. Investors are weighing this price against the company’s financial profile and recent return pattern. See our latest analysis for Enpro. While Enpro’s share price slipped 0.5% in the last session, the 11.5% 1 month share price return and 8.9% year to date share price return sit alongside a 29.4% 1 year total shareholder return and 233.5% 5 year total...
NYSE:BIPC
NYSE:BIPCGas Utilities

Brookfield Infrastructure Corporation (BIPC) Quarterly Profitability Clashes With Ongoing Trailing Loss Narrative

Brookfield Infrastructure (NYSE:BIPC) has just posted another quarter of mixed results, with Q3 FY 2025 revenue of US$917 million, basic EPS of US$0.69 and net income of US$82 million, set against a trailing twelve month loss of US$156 million on revenue of US$3.7 billion and basic EPS of US$1.31 loss. Over recent quarters, revenue has hovered in a tight band between US$866 million and US$944 million, while basic EPS has swung from a loss of US$6.83 in Q3 FY 2024 to a profit of US$3.27 in Q1...
NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

Assessing Schrödinger (SDGR) Valuation As Its Computational Platform And Novartis Collaboration Draw Fresh Attention

Schrödinger (SDGR) is back in focus as its physics based computational platform, high profile collaborations including Novartis Pharma AG, and favorable analyst endorsements draw fresh attention from investors following recent coverage. See our latest analysis for Schrödinger. Despite the recent attention around its platform and collaborations, Schrödinger’s share price has come under pressure, with a 7 day share price return of 14.92% and a 30 day share price return of 21.87%, contributing...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple’s Q.ai Deal Links AI Push With Revenue Strength And Valuation

Apple (NasdaqGS:AAPL) is acquiring AI startup Q.ai in a multi billion dollar deal, signaling a push into advanced AI powered features. The company is seeing high profile departures from its AI leadership team while deepening its partnership with Google on Gemini AI for next generation Siri. These moves come alongside record breaking iPhone and Services revenue and a planned collaboration with Intel to use its fabs for future chip production. For you as an investor watching Apple, the Q.ai...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Pharmaceuticals (REGN) Margin Slippage Tests Bullish Earnings Growth Narrative

Regeneron Pharmaceuticals (REGN) has put up another busy quarter, with Q3 FY 2025 revenue of US$3.8b and basic EPS of US$14.09 alongside net income of US$1,460m, all against a backdrop where trailing 12 month EPS sits at US$43.30 on revenue of US$14.2b. The company has seen revenue move from US$3.5b in Q2 FY 2024 to US$3.8b in Q3 FY 2025, while quarterly EPS has shifted from US$13.25 to US$14.09 over the same span. This gives investors a clear look at how top line and per share earnings have...
NYSE:NSC
NYSE:NSCTransportation

A Look At Norfolk Southern (NSC) Valuation As Recent Returns Draw Fresh Investor Attention

Why Norfolk Southern Is Back on Investors’ Radar Norfolk Southern (NSC) is drawing fresh attention after recent share performance and updated fundamental data, giving investors new context for assessing this large U.S. rail operator’s role in their portfolios. See our latest analysis for Norfolk Southern. Recent trading has been relatively steady, with the 90 day share price return of 2.77% and a 1 year total shareholder return of 16.52% suggesting momentum has been gradually building rather...
NasdaqGS:OPCH
NasdaqGS:OPCHHealthcare

Is Option Care Health (OPCH) Pricing Reflecting Its Strong Multi‑Year Share Performance?

If you are looking at Option Care Health and wondering whether the current share price lines up with its underlying value, this article is designed to walk you through that question step by step. The stock last closed at US$34.00, with returns of 6.7% over 30 days, 5.5% year to date and 10.0% over 1 year, which may catch your eye if you are weighing up growth potential against risk. Over longer periods, Option Care Health has recorded returns of 18.5% over 3 years and 70.9% over 5 years...
NasdaqGS:CRAI
NasdaqGS:CRAIProfessional Services

Can CRA International (CRAI) Turn an Earnings Beat and DOJ Hire into Lasting Antitrust Advantage?

Earlier this week, CRA International reported quarterly results showing 10.8% year-on-year revenue growth and earnings and revenue above analyst estimates, and also announced that antitrust economist Margaret (Peggy) Loudermilk has joined as a Vice President in its Antitrust & Competition Economics Practice. The combination of stronger-than-expected financial performance and the addition of a veteran U.S. Department of Justice antitrust leader materially reinforces CRA’s profile in complex...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Is Teva Pharmaceutical Industries (TEVA) Still Attractive After A 92% One-Year Share Price Surge

If you are wondering whether Teva Pharmaceutical Industries is priced for further gains or already reflecting most of the good news, starting with a clear look at its current valuation can help you frame that question. Teva’s share price closed at US$34.08, with returns of 7.1% over 7 days, 9.2% over 30 days, 10.1% year to date, 92.2% over 1 year, 216.7% over 3 years and 178.4% over 5 years. This naturally raises questions about what is already built into the price and what might still be on...
NYSE:NNI
NYSE:NNIConsumer Finance

How Nelnet’s Dividend Hike and Buybacks At Nelnet (NNI) Has Changed Its Investment Story

Nelnet, Inc. recently declared a first-quarter cash dividend of US$0.33 per share on its Class A and Class B common stock, payable on March 13, 2026, to shareholders of record as of February 27, 2026. This dividend decision comes alongside 18% annual revenue growth over the past two years, sustained share buybacks, and a return on equity of 10.7%, highlighting a multifaceted approach to rewarding shareholders. Next, we will examine how Nelnet’s combination of robust revenue growth and...