NYSE:TTI
NYSE:TTIEnergy Services

The Bull Case For TETRA Technologies (TTI) Could Change Following Evergreen Magnesium JV Plan With Magrathea

Earlier this month, TETRA Technologies, Inc. announced a term sheet to form a joint venture with Magrathea Metals, Inc. to integrate clean magnesium production into its Evergreen bromine and critical minerals project in Southwest Arkansas, targeting domestic supply for defense and industrial uses. This planned collaboration not only broadens TETRA’s exposure to critical minerals like magnesium, lithium, and bromine, but also links the Evergreen Project directly to U.S. supply-chain and...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Valuation Check as Freenow Deal Closes and New Healthcare App Expands Growth Story

Lyft (LYFT) just gave investors two concrete reasons to revisit the stock, closing its Freenow acquisition to push beyond North America while rolling out a healthcare focused Smart on FHIR app with VectorCare. See our latest analysis for Lyft. Despite those strategic wins, Lyft’s recent share price performance has cooled. The 1 month share price return is minus 17.37 percent and the 3 month share price return is minus 16.29 percent. At the same time, its 1 year total shareholder return of...
NYSE:DLB
NYSE:DLBSoftware

Does Dolby Present a Long Term Opportunity After Its Recent Share Price Decline?

Wondering if Dolby Laboratories at around $66.62 is quietly turning into a value opportunity, or just a classic value trap in the making? The stock is down 14.4% year to date and 12.9% over the last year, even though it has inched up about 1.6% over the past month. This combination often signals shifting market expectations rather than a simple growth story. Recently, investors have been refocusing on Dolby's role as the audio and imaging standard across cinemas, streaming platforms, and...
NYSE:QBTS
NYSE:QBTSSoftware

Is D-Wave Quantum’s (QBTS) New U.S. Government Unit a Turning Point for Commercialization?

D-Wave Quantum recently created a dedicated U.S. government business unit, led by veteran federal contractor Jack Sears Jr., to expand adoption of its quantum computing products and services across defense and civilian agencies. The move signals an effort to turn growing government interest in quantum technologies, especially for logistics and transportation optimization, into concrete, long-term commercial programs tailored to strict federal requirements. We’ll now explore how this new U.S...
NYSE:ANET
NYSE:ANETCommunications

Did Arista’s New Campus AI and Industrial Edge Push Just Shift Arista Networks' (ANET) Investment Narrative?

Earlier this month, Arista Networks unveiled major enhancements to its Cognitive Campus portfolio, including the new VESPA mobility architecture, expanded AVA agentic AI capabilities, and ruggedized EOS-based switches for harsh outdoor and industrial environments, all expected to reach general availability by the first quarter of 2026. By applying large-scale data center networking principles to campus and industrial edge settings, Arista is aiming to support Wi‑Fi roaming domains with over...
NYSE:NKE
NYSE:NKELuxury

Nike (NKE): Reassessing Valuation After a Recent Share Price Rebound

NIKE (NKE) shares have quietly rebounded over the past week, adding about 7% even as the stock remains down roughly 10% over the past year, setting up an interesting reset. See our latest analysis for NIKE. That recent 7 day share price return sits against a tougher backdrop, with the 1 year total shareholder return still in negative territory. As a result, this bounce looks more like early stabilisation than a full momentum shift. If NIKE’s move has you rethinking where growth could come...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Assessing Fifth Third After Its Strong 2025 Rally and Solid Profitability Metrics

If you are wondering whether Fifth Third Bancorp is still good value after its recent run up, or if you have missed the boat, you are in the right place to unpack what the current share price really implies. The stock has climbed 5.9% over the last week, 12.4% over the past month, and is now up 13.4% year to date, adding to an impressive 114.1% gain over five years that has clearly reshaped investor expectations. Recent attention on regional banks, tighter capital and liquidity standards,...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

Will MarketAxess’ Expanded Buyback and Growth Targets Reshape MarketAxess Holdings' (MKTX) Narrative?

In early December 2025, MarketAxess Holdings Inc. announced that its Board of Directors had authorized a new share repurchase program of up to US$400 million, expanding total buyback capacity to US$505 million alongside fresh medium-term revenue growth targets for 2026–2028. Together with modest insider selling activity, the enlarged repurchase authorization and new growth outlook are being read as a clear signal of management’s confidence in MarketAxess’s long-term business model and...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS): Reassessing Valuation After Citigroup’s Rating Update and iDose TR Commercial Launch

Glaukos (GKOS) is back in focus after Citigroup maintained its Buy rating and boosted expectations, just as the company kicks off commercialization of its iDose TR glaucoma implant, a product many investors see as a key growth engine. See our latest analysis for Glaukos. The stock has bounced hard recently, with a 30 day share price return of 24.10 percent and 90 day share price return of 35.68 percent. However, the year to date share price return remains negative, while the 3 year total...
NYSE:SPH
NYSE:SPHGas Utilities

Assessing Suburban Propane Partners After Strong Multi Year Gains and DCF Upside in 2025

If you are wondering whether Suburban Propane Partners still offers good value after its long run, or if the easy money has already been made, this breakdown will help you assess whether the current price makes sense for a long term investor. The unit price has eased slightly in the short term, down around 0.6% over the last week and 2.5% over the last month. It is still up 7.2% year to date, 14.0% over the last year, and 54.5% and 85.7% over the past 3 and 5 years respectively. That kind of...
NYSE:EXPD
NYSE:EXPDLogistics

Is It Too Late to Consider Expeditors After Its Strong 2025 Share Price Surge?

If you are wondering whether Expeditors International of Washington is still worth buying after a strong run, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. The stock has climbed 2.4% over the last week, 9.5% over the past month, and is up 37.8% year to date. It has gained 30.3% over the last year, 45.5% over three years, and 70.1% over five years, so the market clearly likes the story so far. Recent investor attention has...
NYSE:MGM
NYSE:MGMHospitality

Assessing MGM Resorts (MGM) Valuation After Fresh Insider Buying Boosts Confidence in Digital Growth Potential

Fresh insider buying at MGM Resorts International (MGM), led by major holder IAC snapping up roughly 1.1 million shares, has put the spotlight back on the casino giant's digital and sports betting ambitions. See our latest analysis for MGM Resorts International. The fresh insider buying comes on the back of a solid run, with MGM’s share price delivering a low double digit year to date return and a mid single digit total shareholder return over the past year. This suggests momentum is quietly...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global-E Online (GLBE): Revisiting Valuation After Brokerage Reaffirms Bullish Cross-Border Growth Outlook

A major brokerage just reiterated its upbeat view on Global-E Online (GLBE), highlighting the company’s leading role in cross border e commerce, its solid balance sheet, and its long runway for growth. See our latest analysis for Global-E Online. Even with this upbeat call, Global-E Online’s share price has been volatile. A 1 month share price return of 8.45% and a 3 year total shareholder return of 90.41% point to long term momentum despite a weak year to date patch. If you like the growth...
NYSE:NFG
NYSE:NFGGas Utilities

Has National Fuel Gas Run Too Far After Strong Multi Year Share Price Gains?

If you are wondering whether National Fuel Gas is still worth considering after its strong run, or if the easy money has already been made, you are not alone. The stock has climbed to around $82.40, up 1.1% over the last week, 1.7% over the last month, and 34.3% year to date, with a 39.1% gain over the past year and 133.9% over five years. That kind of steady outperformance has been supported by a favorable backdrop for US natural gas infrastructure and storage, as investors look for...
NYSE:MCK
NYSE:MCKHealthcare

Assessing McKesson’s Valuation After a 45% Yearly Surge and Strong DCF Upside Potential

Wondering if McKesson is still a buy after such a powerful run, or if the easy money has already been made? This article will walk through the numbers with you, step by step. The stock just closed around $823.01, up 3.1% over the last week but down 2.3% over the past month, while still showing gains of 45.4% year to date and 45.0% over the last year, and 122.4% and 394.6% over the past 3 and 5 years. Investors have been digesting a steady stream of news around McKesson's role in...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Astrana Health (ASTH): Valuation Check After Needham’s New Buy Rating on Its Value‑Based Care Strategy

Astrana Health (ASTH) just got a fresh spotlight from Needham, which kicked off coverage by leaning into the company’s push toward value based care and full risk deals as a central long term growth story. See our latest analysis for Astrana Health. The mixed reaction to Needham’s upbeat initiation, combined with a recent earnings stumble and visible insider activity, helps explain why Astrana’s 30 day share price return is positive while its year to date share price return and one year total...