NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Will EPX-100’s Phase 3 Seizure-Reduction Data Shift Harmony Biosciences Holdings’ (HRMY) Rare Epilepsy Narrative?

Earlier this week, Harmony Biosciences Holdings reported initial open-label extension data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing around a 50% median reduction in motor seizure frequency and generally good long-term tolerability. The emerging benefit-risk profile of EPX-100, including multi-year safety data and meaningful seizure reduction in a hard-to-treat population, could meaningfully enhance Harmony’s rare epilepsy portfolio if future results align with...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips (COP): Valuation Check After Q3 2025 Beat and Upgraded Full-Year Guidance

ConocoPhillips (COP) just delivered a Q3 2025 beat, lifting full year production guidance while trimming operating cost expectations, even as Wall Street stays cautious about oversupply risks and choppy geopolitics in the oil market. See our latest analysis for ConocoPhillips. Despite the Q3 beat and the Marathon Oil integration story, ConocoPhillips’ 1 month share price return of 7.26% sits against a weaker year to date share price return of minus 4.54%, while its 5 year total shareholder...
NYSE:TFX
NYSE:TFXMedical Equipment

Is Teleflex Now Attractively Priced After Recent Share Rebound And Portfolio Refocus?

If you are wondering whether Teleflex at around $126 is a bargain or a value trap, you are not alone. This article is going to unpack exactly what the market might be missing. The stock has bounced 5.3% over the last week and 13.8% over the last month, even though it is still down 29.1% year to date and 28.8% over the past year. This pattern often signals that investors are rethinking the balance between risk and reward. Recent coverage has focused on Teleflex sharpening its portfolio around...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

How Fresh Epidiolex and Ziihera Data Accepted at Key Meetings At Jazz Pharmaceuticals (JAZZ) Has Changed Its Investment Story

Jazz Pharmaceuticals recently announced that multiple new data sets on its epilepsy drug Epidiolex and oncology candidate Ziihera were accepted for presentation at major medical meetings, including late-breaking clinical and real-world evidence results shared at the American Epilepsy Society 2025 conference. This wave of fresh data, spanning seizure control, treatment patterns, real-world outcomes, and potential synergy with other therapies, strengthens the clinical profile of two of Jazz’s...
NYSE:UBER
NYSE:UBERTransportation

Has Uber’s Surge Since 2022 Left Enough Upside for Investors in 2025?

If you are wondering whether Uber Technologies remains a smart buy after its huge run, or whether the easy money has already been made, this is the right place to unpack what the market is really pricing in. Despite a recent pullback, with the stock down 6.8% over the last week and 9.0% over the past month, Uber is still up 34.7% year to date and 42.0% over the last year, with a 227.7% gain over three years. Much of this move has been associated with growing confidence in Uber's ability to...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Too Late To Consider Luckin Coffee After Its 50% One Year Surge?

Wondering if Luckin Coffee is still a bargain after its comeback story, or if you are arriving late to the party? This breakdown is designed to help you decide whether the current share price makes sense. The stock has cooled off a bit in the short term, slipping about 1.4% over the last week and 7.0% over the last month, but it is still up roughly 31.5% year to date and an impressive 50.6% over the last year. A massive 275.8% gain over five years hints at how powerful sentiment swings can...
NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

Assessing AtriCure (ATRC) Valuation After Its Recent Share Price Surge

Recent performance puts AtriCure in focus AtriCure (ATRC) has quietly put together a strong run, with the stock up around 28% over the past month and roughly 39% year to date, drawing fresh attention to its growth story. See our latest analysis for AtriCure. That momentum is not just a one week pop. AtriCure’s recent double digit 1 month share price return has helped turn a modest multi year total shareholder return into a far more convincing uptrend as investors warm to its growth...
NYSEAM:UUUU
NYSEAM:UUUUOil and Gas

Energy Fuels (UUUU): Assessing a Rich Valuation After a Sharp One-Day Share Price Drop

Energy Fuels (UUUU) has quietly transformed from a niche uranium player into a broader critical minerals story, and the stock’s wild swings over the past year have many investors rethinking its long term risk reward. See our latest analysis for Energy Fuels. After a huge run up earlier in the year, the recent pullback, including a 7.9 percent 1 day share price return decline, looks more like a pause than a reversal when you zoom out to its 156.5 percent year to date share price return and 144...
NYSE:VAL
NYSE:VALEnergy Services

Valaris (VAL): Evaluating the Stock’s Valuation After New Multi‑Year Shell Offshore Brazil Contract

Valaris (VAL) just locked in a multi year, $300 million drilling contract with Shell offshore Brazil, a long duration deal that immediately fattens its backlog and clarifies demand visibility into 2027. See our latest analysis for Valaris. The Shell win lands just as sentiment has cooled, with the 1 day share price return down 6.83 percent and the 7 day share price return off 9.68 percent. Even so, the year to date share price return still sits above 20 percent and the 1 year total...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Does Pagaya Technologies' (PGY) Latest ABS Deal Reveal Durable Funding Strength or Cyclical Tailwind?

Pagaya Technologies recently closed PAID 2025-8, a AAA-rated US$500 million asset-backed securitization backed by consumer loans originated on its network, bringing its year-to-date ABS funding for personal loans to about US$5.40 billion. The deal, which attracted broad investor participation, highlights ongoing confidence in Pagaya’s AI-driven credit platform and its ability to consistently secure large-scale funding in the securitization market. Next, we’ll explore how this latest US$500...
NYSE:MCD
NYSE:MCDHospitality

Is McDonald’s Grinch Meal Hype And Stricter Value Rules Shaping The Case For MCD?

In December 2025, McDonald’s drew heavy customer traffic with its limited-time Grinch Meal while also rolling out plans to tighten value-focused pricing standards for franchisees from January 2026. Together, the viral success of the Grinch promotion and a renewed push for consistent value highlight how McDonald’s is leaning on marketing and pricing discipline to keep budget-conscious diners engaged. We’ll now explore how McDonald’s sell-out Grinch promotion and sharpened value standards...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Did New AI and Drone Police Contracts Just Shift Axon Enterprise's (AXON) Investment Narrative?

In recent weeks, Axon Enterprise has secured multi‑million‑dollar public safety technology contracts, including a US$14.3 million, nine‑year package with Rialto and a US$5.8 million agreement with Evanston for body cameras, fleet cameras, TASER upgrades, drones, and its AI‑enabled Real‑Time Crime Center platform. These wins highlight how Axon’s expanding AI, drone, and software ecosystem is becoming embedded in long‑term police technology modernization plans, even as communities debate...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Is Apple’s AI Expansion Enough to Support Its Current Valuation in 2025?

Wondering if Apple is still worth buying at these levels, or if most of the upside is already priced in? You are not alone. This article will walk through what the current share price really implies. Apple has delivered a 14.1% gain year to date and is up 12.7% over the last year. The last week was basically flat at around a 0.2% dip, and the past month saw a modest 1.8% rise, keeping it firmly in long-term compounder territory with a 110.0% 3 year and 125.7% 5 year return profile. Recent...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

Is eToro Group a Bargain After a 43.4% Slump in 2025?

If you are wondering whether eToro Group is a beaten down opportunity or a value trap at current levels, you are not alone. This article will walk through what the numbers are really saying about the stock. Despite solid brand recognition, the share price has had a rough ride recently, falling about 11.8% over the last week, 8.2% over the past month, and 43.4% year to date. This naturally raises questions about whether the risk reward balance has shifted. Recent headlines have focused on...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Has Photronics Recent 50% Surge Pushed the Stock Beyond Its Fundamental Value?

Wondering if Photronics is still a smart buy after its big run, or if you are late to the party? This breakdown will help you decide whether the current price really matches the company’s underlying value. The stock has been on a tear, jumping about 50.4% over the last week, 61.7% over the past month, and delivering 51.2% year to date, with longer term returns of 37.1% over 1 year, 110.9% over 3 years, and 224.9% over 5 years. Recent market attention has centered on Photronics as investors...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Will FDA Breakthrough Status For Daraxonrasib Reshape Revolution Medicines' (RVMD) Pancreatic Cancer Narrative?

In June 2025, Revolution Medicines announced that the US FDA granted Breakthrough Therapy Designation to its oral RAS(ON) inhibitor daraxonrasib for previously treated metastatic pancreatic ductal adenocarcinoma patients with KRAS G12 mutations, based on emerging clinical data. This designation not only aims to speed development and review, but also highlights Revolution Medicines’ specialized position in tackling RAS-driven cancers, an area with significant unmet need. Next, we’ll explore...
NasdaqGS:FIZZ
NasdaqGS:FIZZBeverage

National Beverage (FIZZ) Q2: Flat 15.6% Margin Reinforces Stable-But-Slow Growth Narrative

National Beverage (FIZZ) just posted Q2 2026 results with revenue of $288 million and basic EPS of $0.50, alongside net income of about $46 million that keeps profitability in focus for shareholders. The company has seen quarterly revenue move from $291 million in Q2 2025 to $288 million this quarter, while basic EPS has hovered around the $0.48 to $0.50 range over that span, giving investors a fairly consistent read on earnings power. With net income holding in the mid $40 million range and...
NYSE:U
NYSE:USoftware

Is Unity’s Earnings Beat And AI Pivot Altering The Investment Case For Unity Software (U)?

In recent months, Unity Software reversed its controversial runtime fee, returned to a subscription billing model, delivered stronger-than-expected quarterly earnings, and attracted a series of analyst upgrades and fresh interest in its AI-powered advertising and real-time 3D tools. At the same time, investors are weighing this renewed enthusiasm against issues like past share dilution, ongoing operating losses, and softer billings, creating a nuanced picture of Unity’s progress and...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Chewy (CHWY): Reassessing Valuation After Strong Q3 Beat and Raised Full-Year Outlook

Chewy (CHWY) just delivered a stronger than expected third quarter, then followed it up by tightening and slightly raising its full year outlook, signaling more confidence in its growth and efficiency story. See our latest analysis for Chewy. Even with the upgraded guidance and recurring revenue momentum, Chewy’s recent 90 day share price return of negative 5.54 percent and year to date share price return of negative 3.34 percent show that sentiment is still resetting after earlier optimism,...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Has Intel’s Big 2024 Rally Gone Too Far After Recent Turnaround Momentum?

Wondering if Intel at around $37.81 is still a smart buy after its big run, or if the easy money has already been made? Let us cut through the noise and focus on what the numbers actually say about value. Despite dropping 8.7% over the last week and slipping 0.2% over the past month, Intel is still up an impressive 87.0% year to date and 85.9% over the last year, while its 3 year gain of 45.7% contrasts with a 5 year decline of 11.9%. Much of this volatility has been driven by shifting...
NasdaqGM:FOLD
NasdaqGM:FOLDBiotechs

Assessing Amicus Therapeutics (FOLD) Valuation After Its Recent Share Price Rebound

Why Amicus Therapeutics Stock Is Back on Investors Radar Amicus Therapeutics (FOLD) has quietly put together a strong rebound, with the stock up roughly 12% this month and more than 32% over the past 3 months, drawing fresh attention. See our latest analysis for Amicus Therapeutics. That recent 6.57% one day share price move, on top of a 30 day share price return of 12%, has pushed Amicus back toward the upper end of its yearly range. This suggests momentum is rebuilding even though the five...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

Does Host Hotels & Resorts' (HST) 2025 Dividend Boost Clarify Its Long‑Term Capital Return Strategy?

Host Hotels & Resorts, Inc., the largest US lodging REIT, recently declared a regular quarterly cash dividend of US$0.20 per share and a special dividend of US$0.15 per share, payable on January 15, 2026, to shareholders of record as of December 31, 2025, bringing total 2025 dividends to US$0.95 per share. This combination of a maintained regular payout and an extra year-end dividend highlights the REIT’s emphasis on returning cash to investors alongside its hotel portfolio reinvestment...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Patria Investments (NasdaqGS:PAX): Assessing Valuation After a Strong 3‑Month Share Price Rally

Patria Investments (PAX) has quietly rewarded patient shareholders, with the stock up about 7% over the past month and roughly 12% in the past 3 months, outpacing many diversified financial peers. See our latest analysis for Patria Investments. Zooming out, Patria’s 1 year total shareholder return of about 35%, backed by a strong year to date share price return near 42%, suggests momentum is building as investors warm to its expanding private markets platform and earnings growth story. If...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab (GTLB) Is Up 5.8% After Q3 Beat, Weaker Profitability And New CFO Appointment - Has The Bull Case Changed?

In early December 2025, GitLab reported third-quarter results showing revenue rising to US$244.35 million year on year, alongside a shift from a US$29.1 million net profit to a US$8.28 million net loss and updated guidance calling for full-year 2026 revenue of about US$946 million–US$947 million. On the same day, GitLab also named veteran finance leader Jessica Ross as its incoming CFO, a move that could influence how the company balances rapid top-line growth with its widening losses and...