NasdaqGM:GDS
NasdaqGM:GDSIT

GDS Holdings (NasdaqGM:GDS) Valuation After Governance Proposal To Increase Chairman Voting Power

GDS Holdings (GDS) has called an Extraordinary General Meeting for February 24, 2026, asking shareholders to approve amendments that would increase Chairman and CEO William Wei Huang’s voting power on specific governance matters. See our latest analysis for GDS Holdings. The governance proposal comes after a strong run in the shares, with a 30 day share price return of 20.31% and a 1 year total shareholder return of 100.52%. However, the 5 year total shareholder return of 60.33% is still...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku (ROKU) Valuation Check As The Roku Channel Extends Reach Through Fire TV Partnership

Roku (ROKU) is back in focus after The Roku Channel expanded onto Amazon Fire TV, giving Fire TV users free access to its ad-supported content while FAST viewing on the service climbed rapidly. See our latest analysis for Roku. These distribution moves around The Roku Channel come as Roku’s share price sits at US$107, with a 7-day share price return of 3.22% and a 90-day share price return of 8.07%. The 1-year total shareholder return of 33.40% contrasts with a 5-year total shareholder return...
NasdaqGS:KHC
NasdaqGS:KHCFood

Berkshire Exit And Breakup Plans Recast Kraft Heinz Ownership Story

Berkshire Hathaway has taken regulatory steps that would allow it to sell its entire stake in Kraft Heinz. The move comes as Kraft Heinz plans to split into two independent public companies focused on global sauces and North American grocery products. The potential exit by Warren Buffett’s firm marks a significant ownership shift for NasdaqGS:KHC. Kraft Heinz, trading at $23.58 per share, has faced a challenging stretch, with the stock down 17.2% over the past year and 32.2% over three...
NYSE:LRN
NYSE:LRNConsumer Services

Sizing Up Stride (LRN) After A 40% One Year Share Price Decline

If you are looking at Stride and wondering whether the recent price makes sense, you are in the right place to size up what the current market is implying about value. Stride’s share price closed at US$71.60, with returns of 2.7% over 7 days, 8.1% over 30 days, 10.8% year to date, a 39.8% decline over 1 year, 71.9% over 3 years and 163.6% over 5 years. These figures can shape how investors think about its potential and risk. Recent coverage of Stride has focused on its role as an online...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly-Clark Faces Pivotal Vote On US$40b Kenvue Transformation

Kimberly-Clark, ticker NasdaqGS:KMB, is moving toward a shareholder vote on its proposed $40b acquisition of Kenvue. Proxy advisory firm ISS has urged investors to support the deal, calling it a key step for the company. The transaction is framed as a way to reshape Kimberly-Clark's financial profile and build a broader global consumer health platform. Kimberly-Clark, trading at $101.14, is approaching this vote after a mixed share price record, with a 1.8% gain over the past week, a 19.9%...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Assessing Perrigo (PRGO) Valuation As Dividend Payouts Exceed Earnings

Recent commentary on Perrigo (PRGO) has focused on its dividend policy, with the company reportedly paying out more in dividends than it earns, which is raising fresh questions about payout sustainability. See our latest analysis for Perrigo. Perrigo shares trade at US$14.40 after a 4.2% 1 month share price return. However, a 33.3% 3 month share price decline and a 39.5% 1 year total shareholder return loss suggest momentum has been weak despite its consumer health footprint. If concerns...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle TikTok Deal Puts Data Security And Valuation In Focus

Oracle has taken a pivotal role in the completed TikTok U.S. joint venture, becoming a key shareholder in the new American controlled entity. The company is responsible for safeguarding TikTok's U.S. user data and providing core cloud infrastructure to support ongoing U.S. operations. This agreement formalizes Oracle's entry into a high profile consumer digital platform while aligning with U.S. national security requirements. For investors watching NYSE:ORCL, this move adds a new angle to a...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson’s New AI Agents For LTL Pickups Might Change The Case For Investing In CHRW

C.H. Robinson recently launched AI agents to tackle the long-standing issue of missed less-than-truckload pickups, automating most checks and sharply cutting unnecessary return trips across carrier networks. By freeing up hundreds of hours of manual work each day, the technology meaningfully reshapes how shippers gain early visibility into freight movements. We will now examine how this AI-driven efficiency push in less-than-truckload operations could influence C.H. Robinson’s broader...
NYSE:CI
NYSE:CIHealthcare

The Bull Case For Cigna Group (CI) Could Change Following FTC Pause Of PBM Case Proceedings

The Federal Trade Commission previously paused its administrative case against major pharmacy benefit managers, including Cigna’s Express Scripts and Evernorth Health, suspending proceedings and delaying hearings until July 1 to allow for potential settlement discussions. This pause marks an important juncture in ongoing scrutiny of alleged anti-competitive practices in the pharmacy benefit management industry, potentially reshaping Cigna’s regulatory landscape. We’ll now explore how the...
NYSE:OPLN
NYSE:OPLNCommercial Services

Assessing OPENLANE (OPLN) Valuation After The Launch Of OPENLANE Intelligence

OPENLANE (OPLN) shares are in focus after the company introduced OPENLANE Intelligence, a unified framework that ties together its human-driven and AI-based tools across the digital wholesale vehicle marketplace. See our latest analysis for OPENLANE. The launch of OPENLANE Intelligence comes as the shares trade at US$29.91, with a 90 day share price return of 10.82% and a 1 year total shareholder return of 43.45%. This suggests recent momentum has built on already strong longer term gains. If...
NYSE:B
NYSE:BMetals and Mining

Is It Too Late To Consider Barrick Mining (NYSE:B) After A 226% One-Year Surge?

If you are wondering whether Barrick Mining's share price still makes sense after a strong run, this article walks through what the current market price might be implying about the business. The stock last closed at US$51.29, with returns of 5.3% over 7 days, 11.0% over 30 days, 16.4% year to date, 226.1% over 1 year, 181.9% over 3 years and 162.4% over 5 years, which raises fair questions about growth expectations and changing risk appetite. Recent news around Barrick Mining has focused on...
NYSE:SGI
NYSE:SGIConsumer Durables

Somnigroup All Stock Bid For Leggett And Platt Puts Valuation In Focus

Somnigroup International (NYSE:SGI) has proposed an all stock acquisition of Leggett & Platt. The potential transaction is at a preliminary stage and remains subject to due diligence. Investors are watching for updates that could clarify terms, timing, and regulatory considerations. Somnigroup International, trading at $92.71, is in focus as the market digests this potential tie up with Leggett & Platt. The stock has delivered a 56.7% return over the past year and a very large gain over...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Energy (TLN) Is Down 5.7% After Buying 2.6 GW of Gas Plants for Data Center Demand

Earlier in January 2026, Talen Energy signed definitive agreements to acquire three natural gas power plants totaling about 2.6 gigawatts in Ohio and Indiana, significantly expanding its western PJM footprint and diversifying its fleet with efficient baseload and peaking capacity. A key angle is how this added low-carbon, gas-fired capacity could strengthen Talen’s position as a power supplier to hyperscale data centers and other large energy users. We’ll now look at how this expansion of...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Will Analysts’ Reassessments and Billing Shift Alter Tenable Holdings' (TENB) Growth and Cash Flow Narrative?

In recent days, analysts at TD Cowen, Truist, and Needham reiterated positive views on Tenable Holdings while reassessing its outlook amid weaker billings growth and evolving cybersecurity demand. A key focus of this coverage has been Tenable’s shift from multi-year to annual billing, which is reshaping how investors interpret its growth and cash flow profile. With shares rising over the past week, we’ll explore how Tenable’s billing transition and tempered growth expectations influence...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

Assessing Power Solutions International (PSIX) Valuation After Strong Financial Results And Positive Growth Outlook

Recent commentary around Power Solutions International (PSIX) focuses on its reported financial health, profitability, and analyst expectations for further earnings and revenue growth, which together have drawn fresh attention to the stock. See our latest analysis for Power Solutions International. The recent focus on Power Solutions International’s balance sheet and earnings outlook comes after a strong run in the shares, with the latest share price at $77.25 and a year to date share price...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy Taps AI Data Center Boom With Meta And Tech Giants

NextEra Energy (NYSE:NEE) has entered clean energy agreements totaling 2.5 GW with Meta Platforms across 13 projects. The company is working with Google and ExxonMobil on new power infrastructure for the fast growing data center market. These multi year collaborations focus on supplying low carbon power to hyperscale data centers in North America. NextEra Energy, traded on the NYSE under the ticker NEE, is a large US based clean energy company with utility and renewable generation...
NYSE:DIS
NYSE:DISEntertainment

Is Disney (DIS) Share Price Justified By Mixed Returns And Media Business Outlook?

If you are wondering whether Walt Disney's current share price lines up with its long term potential, you are not alone. This article focuses squarely on what you are paying versus what you are getting. The stock last closed at US$110.98, with returns of a 0.2% decline over 7 days, a 2.3% decline over 30 days, a 0.8% decline year to date, a 1.0% decline over 1 year, a 5.6% gain over 3 years and a 33.6% decline over 5 years. This is a mixed picture that naturally raises questions about value...
NYSE:CACI
NYSE:CACIProfessional Services

CACI Contract Win And INSA Role Highlight Positioning And Valuation Upside

CACI International (NYSE:CACI) executive VP Meisha Lutsey has been appointed to the INSA Board of Directors. CACI has received a US$416 million contract from the U.S. Navy to modernize maritime maintenance systems. For anyone following government contractors, these updates put fresh attention on where CACI International, ticker NYSE:CACI, sits in the broader defense and intelligence ecosystem. The company focuses on technology and services for national security customers, and both the Navy...
NasdaqGS:BATR.K
NasdaqGS:BATR.KEntertainment

Assessing Atlanta Braves Holdings (BATR.K) Valuation After Steady Returns And Mixed Fair Value Signals

Event context and recent performance snapshot Atlanta Braves Holdings (BATR.K) has been attracting attention after its recent trading performance, with the share price last closing at $39.59 and a total return of 3.8% over the past year. See our latest analysis for Atlanta Braves Holdings. Recent trading has been relatively muted, with a 7 day share price return showing a 1.2% decline and a 1 year total shareholder return of 3.8%. This suggests sentiment has been steady rather than strongly...
NasdaqGS:HON
NasdaqGS:HONIndustrials

A Look At Honeywell International (HON) Valuation As Aerospace Spinoff Leadership And Upgrade Draw Interest

Honeywell International (HON) is back in the spotlight after naming Deere & Co. finance chief Josh Jepsen as CFO of its planned Honeywell Aerospace spinoff, a move that coincides with a recent JPMorgan upgrade. See our latest analysis for Honeywell International. The latest leadership announcements around the aerospace spinoff come as Honeywell’s share price sits at US$221.16, with a 30-day share price return of 12.05% and a year-to-date share price return of 12.91%. The 5-year total...
NYSE:SPGI
NYSE:SPGICapital Markets

S&P Global Highlights Rising Cloud Capex And AI Budget Share

S&P Global has released an industry report projecting a sharp increase in capital expenditures by cloud service providers. The report highlights that AI related spending could account for nearly a quarter of global IT budgets in 2026. The findings point to shifting demand patterns across the technology and cloud sectors with potential implications for enterprise tech vendors and their customers. S&P Global, traded as NYSE:SPGI, is putting a spotlight on how quickly cloud and AI related...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Assessing Banner (BANR) Valuation After Mixed Quarterly Earnings And Revenue Shortfall

Banner (BANR) stock came into focus after the company reported fourth quarter 2025 results, pairing an earnings beat and higher profitability with a revenue miss that pressured investor sentiment despite ongoing dividends and share repurchases. See our latest analysis for Banner. The mixed fourth quarter report immediately fed into the share price, with a 1-day share price return of a 7.06% decline and a 7-day share price return of a 5.26% decline, while the 1-year total shareholder return of...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

Is It Too Late To Consider MercadoLibre (MELI) After Recent Share Price Strength?

Investors may be wondering if MercadoLibre at around US$2,137 per share is still a sensible entry point, or if most of the value is already on the table. The stock has posted returns of 3.0% over 7 days, 6.6% over 30 days, 8.3% year to date, 15.8% over 1 year, 84.0% over 3 years and 12.7% over 5 years. This naturally raises questions about how much of the story is already priced in. Recent news coverage has largely focused on MercadoLibre's position in Latin American e commerce and digital...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Hypersonic Facility Expansions Put Long Term Defense Programs In Focus

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has opened a new advanced hypersonic systems manufacturing and payload integration facility in Maryland. The company has also expanded operations in Alabama with a substantial new facility focused on hypersonic testing and military systems integration. These facilities are intended to support U.S. Navy, Air Force, DARPA, and Missile Defense Agency programs and the broader U.S. defense industrial base. Kratos Defense & Security Solutions,...