NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

The Bull Case For Arrowhead Pharmaceuticals (ARWR) Could Change Following First Dual-Gene RNAi Cardio Trial Initiation

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-DIMER-PA, an RNAi therapeutic targeting atherosclerotic cardiovascular disease caused by mixed hyperlipidemia by silencing PCSK9 and APOC3. This is the first clinical RNAi candidate designed to simultaneously target two genes in a single molecule, highlighting a new approach to treating residual cardiovascular risk in patients with elevated LDL cholesterol and triglycerides. We will now explore how this...
NYSE:BEN
NYSE:BENCapital Markets

Franklin Resources Q1 Net Inflows Challenge Bearish Narratives On AUM Pressure

Franklin Resources (BEN) opened fiscal 2026 with Q1 revenue of US$2.3 billion and basic EPS of US$0.49, alongside net income of US$255.5 million and trailing twelve month EPS of US$1.09. This sets a clear marker for how the year is starting to shape up. Over recent periods, revenue has moved from US$2.2 billion in Q4 2024 to US$2.1 billion in Q2 2025, US$2.1 billion in Q3 2025, US$2.3 billion in Q4 2025 and now US$2.3 billion in Q1 2026, while quarterly EPS has ranged from a loss of US$0.18...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Is Sonos (SONO) Pricing Too Rich After Mixed Long Term Share Performance

If you are looking at Sonos and wondering whether the current share price gives you good value, you are not alone. This article will walk through what that price really reflects. Sonos shares last closed at US$14.35, with returns of a 3.8% decline over 7 days, an 18.0% decline over 30 days, an 18.0% decline year to date, a 4.1% gain over 1 year, a 24.1% decline over 3 years, and a 53.7% decline over 5 years. These mixed returns have put a spotlight on what might be driving the share price,...
NYSE:MTX
NYSE:MTXChemicals

Minerals Technologies Balances Record Safety, Growth Investments And Talc Litigation Costs

Minerals Technologies reported a record company safety performance in 2025, setting a new benchmark for its operations. The company increased investment in growth platforms across pet litter, edible oil purification, and paper and packaging in key global markets. Engineered Solutions delivered record profitability in a challenging market, while Minerals Technologies continued to incur talc related litigation costs. For investors tracking NYSE:MTX, the recent news adds important context to a...
NYSE:AIR
NYSE:AIRAerospace & Defense

AAR Expansion With Alaska Airlines Highlights Long Term MRO Growth Story

AAR Corp. (NYSE:AIR) has substantially completed a major expansion of its Airframe MRO facility in Oklahoma City. The project adds significant maintenance capacity, including high-demand airframe MRO bays. The expansion is paired with a long-term collaboration with Alaska Airlines for airframe maintenance services. The company plans to create 200 new jobs tied to the enlarged facility. AAR is also moving toward more digitized maintenance processes as part of the expansion. AAR Corp...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 Breach Lawsuits Test Security Credibility And Growth Story For Investors

F5 is facing ongoing investigations and class action lawsuits tied to a long term nation state breach involving its BIG-IP products. Plaintiffs allege that management misled investors about the company’s security posture and the scope and impact of the cyber incident. The situation raises questions about disclosure practices, potential legal liabilities, and future regulatory scrutiny for NasdaqGS:FFIV. For investors tracking NasdaqGS:FFIV, this comes at a time when the stock trades around...
NYSE:CRM
NYSE:CRMSoftware

Salesforce Extends AI Reach Into Defense And Critical Infrastructure Workloads

Salesforce (NYSE:CRM) secured a US$5.6b, 10-year modernization contract with the U.S. Army focused on secure, AI-driven cloud solutions. The company also joined a consortium with Lockheed Martin and PG&E to launch EMBERPOINT, an AI-powered wildfire detection and prevention venture. Both moves expand Salesforce's presence in national security and critical infrastructure use cases beyond its core CRM offerings. For you as an investor, these announcements show Salesforce pushing deeper into...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

A Look At Nutanix (NTNX) Valuation After Dual Analyst Downgrades On Growth Concerns

Why Nutanix Is Back in Focus After Dual Analyst Downgrades Barclays and Morgan Stanley both downgraded Nutanix (NTNX), pointing to slowing growth, limited momentum, and weaker visibility into revenue, a combination that has sharpened investor attention on the stock’s recent pullback. See our latest analysis for Nutanix. The recent analyst downgrades arrived after a sharp swing in sentiment, with Nutanix’s share price at US$39.33 and a 30 day share price return of a 22.27% decline, adding to a...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Is Dave (DAVE) Using Boardroom AI Expertise to Reinforce Its Fintech Innovation Story?

Dave Inc. recently announced that Nima Khajehnouri, a veteran artificial intelligence and data engineering leader with senior roles at Meta, Google, and Snap, has joined its Board of Directors and Audit Committee, while Imran Khan has stepped down and several board leadership roles have shifted. This appointment underscores Dave’s push to deepen its technical governance as it continues deploying disruptive technologies to support its financial services platform for millions of Americans...
NYSE:CRH
NYSE:CRHBasic Materials

CRH (NYSE:CRH) Valuation Check As Buybacks, Institutional Buying And Analyst Revisions Refocus Attention

Why CRH (NYSE:CRH) is back on investors’ radar CRH (NYSE:CRH) is drawing fresh attention after a series of share repurchases under its $300 million buyback programme, combined with larger positions from institutional investors and active analyst rating revisions. See our latest analysis for CRH. Despite the recent buybacks and institutional buying, CRH’s recent share price performance has cooled a little, with a 30 day share price return showing a 3.2% decline and a 90 day gain of 3.4%, while...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

A Look At iRhythm Holdings (IRTC) Valuation After Recent Share Price Volatility

What iRhythm’s recent performance means for investors iRhythm Holdings (IRTC) has drawn fresh attention after a mixed stretch in its share performance, with a gain of 3.7% over the past day contrasted against negative returns over the past week, month, and past 3 months. For investors, that combination of short term strength and recent weakness raises questions about how the current US$154.51 share price lines up with the company’s business profile, financial results, and longer term track...
NasdaqGS:DORM
NasdaqGS:DORMAuto Components

How Investors May Respond To Dorman Products (DORM) Comprehensive Leadership Overhaul And New CFO Designate Appointment

Dorman Products recently announced a broad set of leadership changes, including appointing Charles W. Rayfield as Chief Financial Officer Designate and reshaping senior roles across finance, operations, and its Light Duty and Heavy Duty segments. This coordinated refresh brings in leaders with deep experience in manufacturing, distribution, and aftermarket sales, signaling an effort to sharpen execution across the entire business. Next, we’ll examine how this sweeping leadership transition,...
NYSE:FIX
NYSE:FIXConstruction

Assessing Comfort Systems USA (FIX) Valuation After Revenue Beat And Growing AI Infrastructure Demand

Recent commentary from Jim Cramer and Voya Investment Management has put Comfort Systems USA (FIX) in focus after the company reported quarterly revenue above expectations, tied to demand from data centers, AI infrastructure, and recurring service work. See our latest analysis for Comfort Systems USA. At a share price of $1,142.10, Comfort Systems USA has paired a 13.8% 30 day share price return with a very large 5 year total shareholder return. This hints that enthusiasm around data center...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Intel Move Puts ASML High NA EUV At Center Of Chip Race

Intel has begun adopting ASML Holding's next generation high-NA EUV lithography systems as part of its latest manufacturing roadmap. The first commercial high-NA EUV system from ASML has now been installed at Intel, marking a key step in advanced chip production. Intel aims to use this equipment in its effort to regain market share in cutting edge manufacturing from TSMC. ASML Holding (NasdaqGS:ASML) sits at the center of this shift, supplying the high-NA EUV tools that enable smaller, more...
NasdaqGS:MBX
NasdaqGS:MBXPharmaceuticals

A Look At MBX Biosciences (MBX) Valuation After New Barclays Overweight Coverage

Why MBX Biosciences is Back on Investor Radars Barclays has initiated coverage on MBX Biosciences (MBX) with an Overweight or Buy view, a move that puts fresh attention on this early stage endocrine and metabolic disorder drug developer. The coverage comes shortly after MBX Biosciences appointed experienced biotechnology finance executive Laurie Stelzer to its board and as audit committee chair. This adds another layer of interest for investors tracking the company’s progress. See our latest...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Is Harmony Biosciences (HRMY) Pricing Reflect Its Cash Flow Potential After Recent Share Weakness

Investors may be wondering whether Harmony Biosciences Holdings at around US$36.52 is offering fair value right now, or if the current price is out of line with its fundamentals. The stock has been under some pressure recently, with a 0.8% decline over the last 7 days, a 2.3% decline over the last 30 days and year to date, and a 5.8% decline over the past year. Over longer periods, the 3-year and 5-year returns sit at declines of 26.0% and 8.8% respectively. Recent coverage around Harmony...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Q4 Growth Highlights Expanding Pipeline And Upcoming FDA Decisions

Regeneron Pharmaceuticals (NasdaqGS:REGN) reported strong Q4 results with double digit sales growth across key drugs including Dupixent, Libtayo, and Eylea HD. The company secured several global regulatory approvals and label expansions that widen the potential use of its existing treatments. Management outlined plans for at least four upcoming FDA approvals and 18 Phase III studies that are expected to be active in 2026. Regeneron enters this news cycle with its share price at $741.45 and...
NYSE:BJ
NYSE:BJConsumer Retailing

Is BJ’s (BJ) New Small-Format Push Quietly Rewriting Its Competitive Playbook?

BJ's Wholesale Club is opening its second BJ's Market, a smaller-format 55,000-square-foot store in Delray Beach, Florida, on January 30, while also launching a new full-size club in Chattanooga, Tennessee, as it continues rolling out membership offers and omnichannel shopping options. These expansions highlight BJ's push into new formats and geographies at the same time analysts are questioning the risks tied to its broader growth plans and competitive positioning. We’ll examine how BJ’s...
NYSE:ATHM
NYSE:ATHMInteractive Media and Services

Should Autohome’s (ATHM) Special Dividend and Rising Institutional Stakes Prompt a Portfolio Review?

Autohome recently announced a special dividend to be paid on February 19th to shareholders of record as of December 31st, while institutional investors such as Federated Hermes, Invesco and Schroder Investment Management Group increased their holdings in the company during the third quarter. The combination of a one-off cash return to shareholders and growing institutional participation highlights how capital allocation and investor mix are evolving for Autohome. Next, we will examine how...
NasdaqGS:LI
NasdaqGS:LIAuto

Is Li Auto (NasdaqGS:LI) Now Attractive After Multi Year Share Price Weakness

If you are wondering whether Li Auto's share price still reflects its real worth, or if the market has pushed it too far in one direction, this article is here to help you size up the value story. Li Auto's recent returns include a 0.5% decline over 7 days, a 3.6% decline over 30 days and year to date, and a 29.0% decline over the past year, which may have changed how some investors think about its risk and return profile. Recent coverage has continued to focus on Li Auto's position in the...
NYSE:BSX
NYSE:BSXMedical Equipment

A Look At Boston Scientific (BSX) Valuation After Cooling Returns And Rich P/E Multiple

How Boston Scientific stock looks after recent performance Boston Scientific (BSX) has drawn attention after its share price return over the past month and past three months, alongside a one-year total return of an 8.63% decline and a three-year total return near 9.28x. See our latest analysis for Boston Scientific. With the share price at $93.53, recent trading has been slightly soft over the past quarter but sits against a far stronger backdrop. The 3 year total shareholder return of 92.85%...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Is Wendy’s (WEN) Mexico Push a Test Case for Its Cross‑Border Franchising Strategy?

Wendy’s recently outlined plans to accelerate its expansion in Mexico by recruiting an experienced franchise partner to develop new restaurants in Tijuana and across Baja California, adding to its existing base of more than 40 locations in the country. By holding a franchise recruiting event in San Diego on February 10, 2026, Wendy’s is targeting cross-border operators who may be uniquely positioned to grow the brand in these high-traffic border markets. Next, we’ll examine how Wendy’s push...
NYSE:LTH
NYSE:LTHHospitality

How Investors Are Reacting To Life Time Group Holdings (LTH) Guiding Higher 2026 Sales But Lower Profit

In January 2026, Life Time Group Holdings issued earnings guidance, projecting fourth-quarter 2025 revenue of US$743 million–US$745 million and net income of US$120 million–US$123 million, alongside full-year 2025 and 2026 outlooks. An interesting aspect of the update is that while 2026 revenue is guided higher at about US$3.30 billion–US$3.33 billion, the company anticipates lower net income of US$330 million–US$336 million compared with its 2025 forecast. Next, we will examine how Life...
NYSE:CRCL
NYSE:CRCLSoftware

Circle’s Arc Roadmap And Trust Bank Approval Reframe Long Term Story

Circle Internet Group (NYSE:CRCL) has outlined a 2026 roadmap for its Arc Layer 1 blockchain, targeting use as core infrastructure for enterprise financial applications. The company has received conditional regulatory approval to establish the First National Digital Currency Bank to hold and manage USDC reserves under federal oversight. These updates reflect a combined push on technology build out and regulated banking capabilities tied to USDC. Circle, best known as the issuer of the USDC...