NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Is monday.com (MNDY) Share Weakness Creating A Potential Value Opportunity?

If you are wondering whether monday.com shares are priced attractively today, the key question is how that current price stacks up against the company’s underlying fundamentals. The stock recently closed at US$129.32, with returns of 2.1% over the last 7 days, an 11.5% decline over the last 30 days, a 9.8% decline year to date, and a 47.9% decline over the past year. This performance may signal shifting expectations around its risk and reward profile. Recent coverage has focused on...
NYSE:PAYC
NYSE:PAYCProfessional Services

What Paycom Software (PAYC)'s Reappointment of Jeff York as Chief Sales Officer Means For Shareholders

Paycom Software, Inc. recently announced that Jeff York has returned as chief sales officer, effective January 23, 2026, succeeding Amy Walker, who is moving into a consulting role. York’s prior tenure leading Paycom’s sales organization coincided with national recognition for its sales force and repeated inclusion in Fortune’s 100 Fastest-Growing Companies list, making his return a meaningful development for the company’s go-to-market efforts. We’ll now examine how York’s return to the...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

East West Bancorp (EWBC) Net Interest Margin Holds At 3.41% Reinforcing Bullish Profitability Narratives

East West Bancorp (EWBC) has wrapped up FY 2025 with fourth quarter revenue of US$711.1 million and basic EPS of US$2.58, alongside net income of US$356.3 million, putting fresh numbers behind the story at a share price of US$111.35. Over the past year, revenue on a trailing twelve month basis has moved from US$2.39 billion in Q4 2024 to US$2.70 billion in Q4 2025. Over the same period, trailing EPS has gone from US$8.39 to US$9.58, giving investors a fuller picture of earnings power through...
NasdaqCM:AMPL
NasdaqCM:AMPLSoftware

Is Amplitude (AMPL) Priced Attractive After Recent Share Price Weakness?

If you are wondering whether Amplitude’s current share price really reflects what the business is worth, you are not alone. This article is built to unpack exactly that question in a clear, practical way. The stock closed at US$10.25, with a 3% gain over the last 7 days, but it is still showing a 14.2% decline over 30 days and a 9.9% decline over 1 year, with a 30.7% decline over 3 years and a 6.2% decline year to date. Recent news flow around Amplitude has focused on its position in product...
NYSE:VMC
NYSE:VMCBasic Materials

Will Vulcan’s Revenue Beat and Softer EBITDA Outlook Change Vulcan Materials' (VMC) Narrative

Vulcan Materials recently reported a past quarter with revenue rising 14.4% year on year, coming in about 0.8% above analyst expectations and accompanied by a beat on adjusted operating income estimates. While the company delivered the fastest revenue growth among its building materials peers, its slightly softer full-year EBITDA guidance versus analyst forecasts added an important nuance to the results. Next, we’ll examine how Vulcan Materials’ strong revenue momentum but slightly lower...
NYSE:CI
NYSE:CIHealthcare

A Look At Cigna Group (CI) Valuation As Evernorth And Recession Narrative Draw Fresh Investor Interest

Recent commentary around Cigna Group (CI) has focused on its cash flow profile, Evernorth health services business, and recession-focused investment arguments, drawing fresh attention to the stock’s valuation and risk profile. See our latest analysis for Cigna Group. At a share price of $279.2, Cigna’s recent 7 day share price return of 2.57% and 30 day share price return of 1.58% sit against a 90 day share price decline of 7.48% and a 1 year total shareholder return decline of 2.96%. This...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil Projects Reshape Refining Upstream And Retail Investor Story

Exxon Mobil is reconfiguring its Baytown, Texas facility to expand diesel and Group I to V base stock production, targeting completion by 2028. The company is participating in the planned $20b Bonga South West oil project in Nigeria alongside other major partners. Exxon Mobil has signed an expanded partnership with Comarch to roll out advanced loyalty management programs across key European markets. For investors watching NYSE:XOM, these moves come as the stock trades at $134.97, with a 1...
NYSE:BKE
NYSE:BKESpecialty Retail

What Buckle (BKE)'s Leadership Transition After Decades-Long Tenures Means For Shareholders

The Buckle, Inc. announced that long-serving leaders Kari G. Smith, Executive Vice President of Stores and Board member, and Michelle M. Hoffman, Senior Vice President of Sales, will retire from their roles effective February 13, 2026, after careers of 47 years and 46 years with the company, respectively. The simultaneous departure of two executives who helped shape Buckle’s store experience and sales culture for more than four decades raises important questions about future leadership...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

How Investors May Respond To Natera (NTRA) MRD Breakthrough, AI Push And 2025 Revenue Outlook

Natera, Inc. recently reported a peer-reviewed validation in npj Precision Oncology for its Latitude tissue-free MRD assay in colorectal cancer, showing high sensitivity, high specificity and strong prognostic and predictive value, while also issuing preliminary 2025 revenue guidance of about US$2.30 billion, up roughly 35% year over year. Together with ongoing AI-enabled advances in its Signatera franchise and a new collaboration with NVIDIA, the data-rich Latitude study strengthens...
NYSE:U
NYSE:USoftware

Unity Coda Web Store Partnership Tests Appeal Of Undervalued Shares

Unity Software (NYSE:U) has partnered with Coda to integrate a global web store platform directly into Unity's In-App Purchasing SDK. The integration allows game developers to launch and manage secure, branded web stores across multiple platforms within their existing Unity workflow. The collaboration is designed to streamline global payments, compliance, and fraud prevention for games monetized outside traditional app stores. Unity Software, trading at $42.34, sits at an interesting point...
NYSE:MSCI
NYSE:MSCICapital Markets

MSCI (MSCI) Valuation Check As SimCorp Partnership Expands And Digital Asset Index Policy Holds

MSCI (MSCI) is back in focus after expanding its SimCorp partnership to simplify private market data access for buy side firms, while also keeping digital asset treasuries eligible within its global index frameworks. See our latest analysis for MSCI. These moves on private market data and digital asset treasuries come as MSCI trades at US$589.76, with an 8.75% 90 day share price return and a 57.04% five year total shareholder return that points to momentum built over the longer term, even as...
NYSE:MO
NYSE:MOTobacco

How Altria’s Revenue and Margin Miss Will Impact Altria Group (MO) Investors

Altria Group recently reported a quarterly revenue decline of 1.7% year on year, missing analyst expectations on both sales and gross margins and signaling a softer period for its core tobacco operations. The results also showed Altria lagging peers in the broader beverages, alcohol and tobacco space, raising questions about its relative competitive position within the industry. Next, we’ll explore how this earnings miss on revenue and gross margins may influence Altria’s investment...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

How Investors May Respond To Tilray Brands (TLRY) Expanding Its European Medical Cannabis Platform Through Italy

Tilray Medical, a division of Tilray Brands, recently rebranded its Italian unit as Tilray Medical Italia and expanded its portfolio of EU-GMP certified medical cannabis flowers and oils, supported by a distribution and physician-focused partnership with Molteni Farmaceutici under Italian Ministry of Health regulations. This move aligns with Tilray’s effort to build a unified global medical cannabis platform, alongside recent record quarterly revenue driven by international medical cannabis...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics (VKTX) Is Down 5.0% After Phase 2 VK2735 Data And Phase 3 Updates – Has The Bull Case Changed?

In January 2026, Viking Therapeutics reported published Phase 2 VENTURE trial data for its dual GLP-1/GIP agonist VK2735, showing statistically significant weight loss in people with obesity and a generally mild to moderate side-effect profile. The update also confirmed full enrollment of the large VANQUISH-1 Phase 3 obesity trial, ongoing VANQUISH-2 in type 2 diabetes, and a separate maintenance dosing study that could shape how VK2735 is used long term if approved. We’ll now examine how...
NYSE:CNC
NYSE:CNCHealthcare

Will Expanded Palliative and Foster Care Initiatives Reshape Centene’s (CNC) Value Proposition in Medicaid?

Tuesday Health and Centene’s Buckeye Health Plan recently launched an expanded palliative care partnership in Ohio, while Centene’s Superior HealthPlan designated new Foster Care Centers of Excellence in Texas to enhance support for children and youth in foster care. Together, these initiatives underscore Centene’s emphasis on specialized, coordinated care for highly vulnerable populations across Medicaid, Medicare Advantage, and dual-eligible programs. We’ll now examine how Centene’s focus...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Genentech Licensing Deal and Guggenheim Reaffirmation Could Be A Game Changer For Structure Therapeutics (GPCR)

Earlier in January 2026, Guggenheim reaffirmed its positive view on Structure Therapeutics, pointing to increased confidence in its oral obesity drug aleniglipron and progress on the early-stage candidate ACCG-2671. Guggenheim also highlighted Structure Therapeutics’ licensing deal with Genentech, which includes a US$100,000,000 upfront payment and potential royalties, underscoring external validation of its pipeline. Next, we’ll examine how Guggenheim’s confidence in aleniglipron’s...
NYSE:CRI
NYSE:CRILuxury

Assessing Carter’s (CRI) Valuation After A Recent Share Price Pullback And Mixed Return Profile

Short term move in context Carter's (CRI) has pulled back around 5.6% over the past day, even though the stock has shown a gain over the past month and the past 3 months. This has prompted some investors to reassess the recent move. See our latest analysis for Carter's. At a share price of $35.66, Carter's recent 5.6% one day pullback comes after a 30 day share price return of 12.46% and a year to date share price return of 7.41%. The 1 year total shareholder return of 31.08% and 5 year total...
NYSE:RITM
NYSE:RITMMortgage REITs

A Look At Rithm Capital (RITM) Valuation After Fresh Buy Ratings And Paramount Group Acquisition

Recent Buy ratings from UBS and Piper Sandler put fresh attention on Rithm Capital (RITM). Analysts highlight its asset management earnings potential and acquisition driven expansion, including the completed purchase of Paramount Group. See our latest analysis for Rithm Capital. Rithm’s recent analyst attention comes after a period where the 90 day share price return of 8.47% and year to date share price return of 7.29% sit alongside a 1 year total shareholder return of 14.00% and 5 year...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Nextpower Arabia Joint Venture Brings MENA Solar Tracker Growth Story Closer

Nextpower (NasdaqGS:NXT) has formed a joint venture with Abunayyan Holding to create Nextpower Arabia. The partnership includes a new large scale solar tracker manufacturing facility in Saudi Arabia to serve the Middle East and North Africa. The move expands Nextpower's presence into MENA, with a focus on localized production of solar tracking technology. For you as an investor, this places Nextpower directly in one of the most active regions for large utility scale solar projects. The...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Is Dave (DAVE) Using Its New AI Board Voice To Reframe Its Fintech Moat?

Dave Inc. recently appointed Meta Vice President of Engineering Nima Khajehnouri to its Board of Directors and Audit Committee, while reshuffling several board leadership roles following the departure of director Imran Khan. The addition of a senior AI and data engineering leader from major technology companies highlights Dave’s push to deepen its technical governance as it expands its digital banking capabilities. Next, we’ll examine how Khajehnouri’s AI expertise and the broader board...
NYSE:PRKS
NYSE:PRKSHospitality

Is It Time To Reassess United Parks & Resorts (PRKS) After Recent Share Price Weakness?

Wondering whether United Parks & Resorts at around US$37.49 is a bargain or a value trap right now? This article walks through what the current price might be telling you about the stock. The share price is up 5.3% over the last month and 3.5% year to date, but that sits against a 27.6% decline over the last year and a 40.2% decline over three years, which may have shifted how investors see both risk and potential reward. Recent coverage around United Parks & Resorts has highlighted the...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Trump Housing Push Puts Fannie Mae Policy Role Under Fresh Scrutiny

President Trump has directed Federal National Mortgage Association (OTCPK:FNMA) to purchase up to US$200b in mortgage backed securities as part of a wider housing push. The administration is also pursuing steps to lower mortgage rates, restrict large institutional buyers of single family homes, and allow 401(k) funds to be used for down payments. These actions and proposals mark a significant shift in U.S. housing policy with direct implications for Fannie Mae and the broader mortgage...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

How Investors Are Reacting To Trump Media (DJT) Blending Shelf Registration With Crypto-Based Shareholder Rewards

Trump Media & Technology Group has filed a US$189 million shelf registration for 13,836,215 common shares tied to an employee stock ownership plan and previously announced a shareholder digital token initiative with Crypto.com, granting non-cash, non-equity perks to holders of at least one DJT share as of February 2, 2026. This blend of traditional equity issuance capacity and blockchain-based shareholder rewards highlights Trump Media’s attempt to intertwine capital markets access with a...
NYSE:EL
NYSE:ELPersonal Products

How Investors Are Reacting To Estée Lauder Companies (EL) Trade Secret Lawsuit Over Hotel Beauty Tech

In January 2026, Nomi Beauty sued Estée Lauder Companies, alleging the cosmetics group misused its hotel-focused beauty technology, breached contracts, and improperly launched rival programs using Nomi’s trade secrets across multiple countries. The lawsuit, which seeks compensatory, punitive, and triple damages, raises questions about Estée Lauder’s approach to partnerships, innovation sourcing, and legal risk management. We’ll now examine how these trade secret and contract dispute...