NYSE:IVZ
NYSE:IVZCapital Markets

Is It Too Late To Consider Invesco After Its 53% Year To Date Surge?

If you are wondering whether Invesco is still a smart buy after its big run or if you are showing up late to the party, this breakdown will help you assess whether the current price really makes sense. The stock has climbed 2.8% over the last week, 17.8% in the past month, and is now up 53.0% year to date and 62.7% over the last year, with longer term gains of 69.4% over 3 years and 88.8% over 5 years reshaping how investors view its risk and reward profile. Much of this move reflects...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

How Investors Are Reacting To Cheesecake Factory (CAKE) Spotlight On Emerging Concepts And Off-Premise Momentum

In recent days, Freedom Capital Markets began covering The Cheesecake Factory, highlighting its collection of premium dining brands and underappreciated smaller concepts such as North Italia and Flower Child. Amid this fresh analyst attention, investors are reassessing Cheesecake Factory’s balance of a mature core brand with emerging growth concepts and off-premise sales. We’ll now explore how this renewed focus on incubator brands and off-premise momentum could influence Cheesecake...
NYSE:KO
NYSE:KOBeverage

Coca-Cola (KO): Is the Classic Defensive Staple Mispriced After Its Recent Pullback?

Coca-Cola (KO) has slipped about 1% over the past week and roughly 1% over the past month, even as its past 3 months and one year returns remain comfortably positive for long term shareholders. See our latest analysis for Coca-Cola. With the share price at about $70, a modest pullback in the past month contrasts with a solid year to date share price return and healthy double digit total shareholder returns, suggesting momentum is moderating rather than breaking. If Coca-Cola has you thinking...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell (LYB) Valuation Check as a 13% Dividend Yield Tests Payout Strength and Cyclical Headwinds

LyondellBasell Industries (LYB) has turned heads after its dividend yield jumped to around 13%, even as the company wrestles with a polyolefin supply glut, tariff uncertainty, and softer demand across key end markets. See our latest analysis for LyondellBasell Industries. The share price now sits at $43.09. The roughly 40% year to date share price decline, alongside a similar slide in multi year total shareholder returns, suggests momentum has clearly faded as investors reassess cyclical and...
NYSE:BR
NYSE:BRProfessional Services

Broadridge Financial Solutions (BR): Has Recent Share Price Consolidation Created a Valuation Opportunity?

Broadridge Financial Solutions (BR) has been quietly treading water, with the stock roughly flat over the past month but down about 6% in the past 3 months, despite steady earnings growth. See our latest analysis for Broadridge Financial Solutions. That sideways share price over the past few months sits against a far stronger backdrop, with a modestly positive 1 year total shareholder return and a powerful 3 year total shareholder return of 76.63%. This suggests that momentum is cooling...
NYSE:CXW
NYSE:CXWCommercial Services

How Facility Reactivations, Added Credit Capacity, and New Leadership Will Impact CoreCivic (CXW) Investors

CoreCivic recently reopened a previously shuttered ICE detention center in Dilley, Texas, expanded its revolving credit facility by US$300 million to support rising detention demand, and announced leadership changes including a new CEO effective January 1, 2026. The appointment of long-time executive Daren Swenson as Executive Vice President and Chief Corrections and Reentry Officer underscores CoreCivic’s emphasis on experienced, continuity-focused leadership across its corrections,...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Valuation Check After New Agentforce AI Wins With Novartis and U.S. Department of Transportation

Salesforce (CRM) just picked up two heavyweight endorsements for its Agentforce AI platform, with Novartis and the U.S. Department of Transportation both signing on for multi year, organization wide rollouts that highlight growing enterprise adoption momentum. See our latest analysis for Salesforce. For all that momentum around Agentforce, Salesforce’s 14.1% 1 month share price return comes against a year to date share price decline of 21.4 percent, although the 3 year total shareholder...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Lamar Advertising (LAMR): Evaluating Valuation After Naming Ross Reilly to Lead Core Outdoor Division

Lamar Advertising (LAMR) just handed the keys to its core Outdoor Division to Ross Reilly, effective January 1, 2026, a leadership move that directly ties strategy, acquisitions and digital growth together. See our latest analysis for Lamar Advertising. That leadership shuffle lands as Lamar’s $127.31 share price has quietly trended higher, with a solid year to date share price return and standout multi year total shareholder returns suggesting sentiment is leaning toward steady, dividend...
NYSE:MRK
NYSE:MRKPharmaceuticals

Does Merck’s Share Price Around 100 Offer Long Term Value in 2025?

How Merck's Recent Performance Frames the Valuation Story With Merck’s share price hovering just above the 100 dollar mark, many investors are wondering whether they are looking at a solid long term compounder or a stock that has already priced in most of its upside. The recent performance numbers offer a useful starting point for framing that valuation debate. Over the last week, Merck has inched up around 0.8%, adding to a stronger 6.4% gain over the past month and a more modest 1.9% return...
NYSE:EPRT
NYSE:EPRTREITs

Essential Properties Realty Trust (EPRT): Exploring Valuation After a Steady Multi‑Year Climb

Essential Properties Realty Trust (EPRT) has been quietly grinding higher over the past three years, and its latest trading session keeps that slow, steady story intact despite a flat near term performance. See our latest analysis for Essential Properties Realty Trust. That modest pullback in the share price over the past month sits against a far more upbeat backdrop, with a resilient 1 year total shareholder return and a standout 3 year total shareholder return suggesting momentum is still...
NYSE:HEI
NYSE:HEIAerospace & Defense

HEICO (HEI) Q4: Margin Expansion to 15.4% Reinforces Bullish Profitability Narrative

HEICO (HEI) just wrapped up FY 2025 with fourth quarter revenue of about $1.2 billion and basic EPS of $1.35, capping a trailing twelve month run that saw revenue reach roughly $4.5 billion and EPS hit $4.97 alongside a net income of $690 million. Over the last year, the company has seen revenue climb from about $3.9 billion to $4.5 billion, while basic EPS stepped up from $3.71 to $4.97 in the trailing figures, signaling a business that is translating top line expansion into healthier...
NYSE:V
NYSE:VDiversified Financial

Visa (V): Valuation Check After New AI Agent Payments and USDC Settlement Milestones

Visa (V) just checked off two big boxes on the future of payments timeline, moving AI shopping agents into real world use and turning USDC settlement for U.S. partners from pilot to product. See our latest analysis for Visa. Investors seem to be warming to that story, with Visa’s 1 month share price return of 7.75 percent helping build momentum on top of an 11.08 percent year to date share price gain and a robust 3 year total shareholder return of 73.56 percent. If Visa’s AI and stablecoin...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY): Valuation Check After New $750 Million Buyback and Leadership Overhaul

Etsy (ETSY) shares climbed after the board approved a fresh 750 million dollar buyback, lifting total potential repurchases to nearly 1 billion dollars and announcing a revamped leadership lineup. See our latest analysis for Etsy. The new buyback plan and leadership refresh land at a delicate moment, with Etsy’s roughly 2 percent year to date share price return contrasting sharply with a five year total shareholder return of about negative 71 percent. This suggests today’s pop could be early...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Does Rivian (RIVN) Pairing Custom Autonomy Chips With Mission-Driven Governance Reframe Its Risk-Reward Profile?

Rivian recently used its first Autonomy & AI Day to unveil an in-house 5nm autonomy chip, a next-generation ACM3 compute module with LiDAR for upcoming R2 models, and an Autonomy+ subscription service, while also announcing a future hands-free driving feature for current R1 vehicles. At the same time, former Patagonia CEO Rose Marcario’s decision to leave Rivian’s board while remaining chair of the Rivian Foundation underscores how the company is coupling an advanced autonomy roadmap with an...
NYSE:NHI
NYSE:NHIHealth Care REITs

National Health Investors (NHI): Revisiting Valuation After a Year of Steady Gains and Dividend Growth

National Health Investors (NHI) has quietly rewarded patient shareholders, with the stock up about 17% over the past year while maintaining steady revenue and earnings growth. This makes it an interesting income-focused REIT to revisit. See our latest analysis for National Health Investors. That steady climb in sentiment is visible in the numbers, with the latest share price at $77.84, a positive year to date share price return, and a strong one year and multi year total shareholder return...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead (GILD): Revisiting Valuation After HIV Wins and New U.S. Drug Pricing Agreement

Gilead Sciences (GILD) just strung together a trio of catalysts that the market could not ignore, including fresh HIV wins and a high profile U.S. drug pricing deal that reframes its long term growth story. See our latest analysis for Gilead Sciences. The latest HIV data and U.S. pricing accord appear to be feeding into a stronger narrative for Gilead, with the stock’s share price up meaningfully year to date and longer term total shareholder returns reinforcing that momentum. If...
NYSE:PACS
NYSE:PACSHealthcare

How Investors May Respond To PACS Group (PACS) Strengthening Compliance And HR Leadership After Recent Deals

PACS Group, Inc. recently named Kelly Priegnitz as Chief Compliance Officer and Trent Bingham as Chief Human Resources Officer, bolstering its leadership in compliance and workforce management after a series of acquisitions and a credit agreement amendment earlier in 2025. The addition of seasoned executives with deep healthcare compliance and human capital experience underscores PACS Group’s focus on governance, culture, and operational discipline as it grows its skilled nursing...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Has Synopsys Rally on AI Chip Design Left Limited Upside in 2025?

If you are wondering whether Synopsys is still worth buying at these levels or if the best gains are already in the rearview mirror, this article will walk you through what the current price really implies. The stock has bounced about 2.4% over the last week and roughly 20.0% over the past month, even though it is still down around 3.9% year to date and about 5.8% over the last year. Longer term holders remain well ahead with 44.8% and 80.9% returns over 3 and 5 years. Behind those swings,...
NYSE:UPS
NYSE:UPSLogistics

Is UPS’s Cost-Cutting and Automation Overhaul Altering The Investment Case For United Parcel Service (UPS)?

In recent months, United Parcel Service has moved ahead with a broad overhaul of its business, cutting tens of thousands of jobs, consolidating facilities, investing in automation, and expanding into higher-margin areas like healthcare logistics while also rolling out AI tools to curb fraudulent retail returns. Early signs such as rising revenue per package, a long-running commitment to its dividend, and a pivot away from lower-margin e-commerce work suggest UPS is reshaping its core...
NYSE:NSC
NYSE:NSCTransportation

Has Norfolk Southern’s 2025 Rally Outpaced Fundamentals After Safety and Efficiency Initiatives?

If you are wondering whether Norfolk Southern at around $291 a share is still worth climbing aboard or if the train has already left the station, this piece is for you. The stock is up 24.2% year to date and 27.1% over the last year, even after a recent 1.9% dip this week and a 3.4% gain over the past month. This hints that the market is still actively reassessing its long term prospects. Recent headlines have focused on Norfolk Southern’s ongoing safety and network efficiency initiatives,...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Do EPX-100 ARGUS Data Hint At A New Strategic Axis For Harmony Biosciences (HRMY)?

Earlier this month, Harmony Biosciences announced initial open-label extension data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing clinically meaningful seizure reductions and a generally favorable safety profile over long-term treatment. Beyond the seizure data, the twice-daily liquid EPX-100, derived from a proprietary zebrafish screening platform targeting 5HT-2 serotonin receptors, highlights Harmony’s push into rare, treatment-resistant epilepsies such as Dravet and...
NYSE:EVTC
NYSE:EVTCDiversified Financial

Should Investors Revisit EVERTEC After Recent Digital Payments Momentum in 2025?

If you are wondering whether EVERTEC at around $29 a share is a value opportunity or a value trap, you are not alone. That is exactly what we are going to unpack here. Despite a modest 0.6% gain over the last month, the stock is still down 15.8% year to date and 13.1% over the past year, which suggests sentiment has cooled even as the underlying business keeps grinding on. Recent headlines around digital payments infrastructure in Latin America and the Caribbean, along with ongoing shifts...
NYSE:BBAI
NYSE:BBAIIT

BigBear.ai (BBAI): Valuation Check After C Speed Defense Partnership and Middle East Expansion Push

BigBear.ai Holdings (BBAI) is back on traders radar after unveiling a new partnership with C Speed that plugs its ConductorOS AI engine into C Speed radar systems for real time defense threat detection. See our latest analysis for BigBear.ai Holdings. That C Speed deal lands after a choppy stretch where dilution worries and the Ask Sage acquisition weighed on sentiment, yet BigBear.ai still sports a punchy year to date share price return and a triple digit one year total shareholder return...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Is Netflix’s Big Run And Paid Sharing Crackdown Still Justified By Its Valuation In 2025?

Wondering if Netflix is still worth buying after its big run over the last few years, or if the easy money has already been made? You are not alone. That is exactly what this breakdown is here to unpack. Despite a powerful 220.0% gain over 3 years and 83.6% over 5 years, the stock has cooled recently, with a 6.4% year to date rise, 3.8% over the last year, but a softer -14.2% in the last month and -0.8% over the last week. This hints at shifting sentiment and a more nuanced risk reward...