NYSE:IBM
NYSE:IBMIT

IBM’s New Agentic AI Workflow Platforms Could Be A Game Changer For International Business Machines (IBM)

In recent days IBM announced a series of AI-driven offerings, including GRAMMY IQ built with watsonx, an Enterprise Advantage consulting service for internal AI platforms, and an agentic AI collaboration with e& aimed at improving governance, risk, and compliance workflows. These moves highlight how IBM is using its Granite large language models, hybrid-cloud-agnostic consulting, and high-profile partnerships to push beyond chatbot-style tools toward embedded, workflow-centric enterprise...
NYSE:TYL
NYSE:TYLSoftware

What Tyler Technologies (TYL)'s Chesterfield County Cloud Payments Deal Means For Shareholders

Tyler Technologies recently announced an agreement with Chesterfield County, Virginia, to provide cloud-based Tyler Payments and Payment Insights, becoming the county’s single payment processing partner and unifying online and in-person payments for nearly 400,000 residents across multiple departments. This deal deepens Tyler’s long-standing relationship in Virginia and highlights how public-sector clients are consolidating fragmented payment systems into integrated, cloud-delivered...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

A Look At VSE (VSEC) Valuation After Strong Growth And Margin Gains

Why VSE (VSEC) is Back on Investors’ Radar VSE (VSEC) has been in focus after quarterly results highlighted a 9.4% annual revenue growth rate over five years and a 4.3 percentage point operating margin improvement, alongside persistent cash flow and capital return concerns. See our latest analysis for VSE. At a share price of $206.01, VSE has given investors a 14.29% 1 month share price return and a 94.67% 1 year total shareholder return. This suggests momentum has been building alongside the...
NYSE:PCOR
NYSE:PCORSoftware

A Look At Procore Technologies (PCOR) Valuation After The Datagrid Acquisition And AI Growth Push

Procore Technologies (PCOR) recently acquired Datagrid, a move aimed at accelerating its AI roadmap by linking fragmented construction data and automating complex workflows, a key focus as AI driven software competition intensifies. See our latest analysis for Procore Technologies. Procore’s shares trade at US$65.64, and despite a 0.97% 1 day share price return, the 30 day share price return of 11.57% and year to date share price return of 6.28% indicate pressure on recent momentum. The 3...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple Tightens Hardware And AI Link With Ternus Promotion And Campos

Apple (NasdaqGS:AAPL) has expanded hardware chief John Ternus's responsibilities to include oversight of its design teams, a move seen as part of CEO succession planning. The company has introduced a new generative AI chatbot called Campos, which will power an updated Siri and work with Google’s Gemini AI model. These changes affect both Apple’s leadership structure and its AI roadmap across devices such as iPhone, iPad and Mac. Apple, trading at $248.04, sits at the center of the large cap...
NYSE:EPAM
NYSE:EPAMIT

EPAM Systems (EPAM) Valuation Check After Q4 Earnings Anticipation And New AI Partnership News

Anticipation around EPAM Systems (EPAM) upcoming Q4 2025 earnings, combined with its new Cursor partnership and fresh AI agents on Google Cloud Marketplace, has pushed the stock squarely onto many investors watchlists. See our latest analysis for EPAM Systems. The recent Cursor deal and new AI agents on Google Cloud Marketplace have arrived during a strong run, with a 90 day share price return of 36.89% and a softer 1 year total shareholder return of a 13.56% decline, suggesting short term...
NYSE:BY
NYSE:BYBanks

Byline Bancorp (BY) Net Interest Margin Of 4.28% Tests Cautious Growth Narratives

Byline Bancorp (BY) has just wrapped up FY 2025 with Q4 revenue of US$107.1 million and basic EPS of US$0.77, while on a trailing twelve month basis revenue stands at US$410.0 million with basic EPS of US$2.90. Over the last few quarters, revenue has moved from US$94.4 million in Q3 2024 to US$93.9 million in Q1 2025, then to US$98.5 million in Q2 and US$110.4 million in Q3 before landing at US$107.1 million in Q4, with EPS ranging from US$0.65 to US$0.82 across that stretch. This gives a...
NYSE:NUE
NYSE:NUEMetals and Mining

Is Expected EPS Surge and Scrap Model Strength Altering The Investment Case For Nucor (NUE)?

Nucor is set to report its quarterly earnings on January 26, 2026, with analysts expecting a very large year-over-year increase in earnings per share and mid-single-digit revenue growth driven across its steel products, mills, raw materials, and structural segments. Beyond near-term results, the company’s scrap-based production model, strong balance sheet, and exposure to infrastructure and data center demand are central to the current investment debate. We’ll now look at how Nucor’s...
NYSE:WM
NYSE:WMCommercial Services

Is Waste Management (WM) Pricing Still Attractive After Strong Multi‑Year Share Gains

If you are wondering whether Waste Management's share price still makes sense at current levels, this article walks through what that price could imply about value. The stock most recently closed at US$229.23, with returns of 3.6% over the last 7 days, 3.6% over 30 days, 5.0% year to date, 11.1% over 1 year, 57.4% over 3 years and 122.8% over 5 years. This performance may prompt questions about how much future upside or risk is already reflected. Recent attention on Waste Management has...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

A Look At Construction Partners (ROAD) Valuation After Recent Share Price Softness

Why Construction Partners Is On Investors’ Radar Construction Partners (ROAD) has drawn attention after recent trading saw the stock close at $110.97, with short term returns across the past week and month modestly negative, while the past year and multi year picture looks different. See our latest analysis for Construction Partners. Recent trading has cooled, with a 1 day share price return decline of 2.84% and softer short term moves, while multi year total shareholder returns above 290%...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex CASGEVY Approval Adds Gene Editing Pillar To Growth Story

Vertex Pharmaceuticals (NasdaqGS:VRTX) received FDA approval for CASGEVY, a CRISPR/Cas9 gene edited therapy for transfusion dependent beta thalassemia. The decision marks the first FDA approved CRISPR/Cas9 based treatment for this condition. For investors watching NasdaqGS:VRTX, CASGEVY adds a new pillar to a business already closely followed for its work in serious diseases. The stock closed at $468.41, with a 3 year return of 45.7% and a 5 year return of 104.5%, which highlights how the...
NYSE:KNX
NYSE:KNXTransportation

Knight Swift Transportation Holdings (KNX) Valuation After Earnings Miss And Swing To Quarterly Net Loss

Knight-Swift Transportation Holdings (KNX) drew investor attention after reporting fourth quarter 2025 earnings that included a US$6.8 million net loss and revenue of US$1.86b, with results coming in below market expectations. See our latest analysis for Knight-Swift Transportation Holdings. The earnings miss and move into a quarterly loss were followed by a 1 day share price decline of 4.19%. However, the 90 day share price return of 25.63% and the 5 year total shareholder return of 50.34%...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Contracts And NASA Mission Highlight Defense And Space Exposure For Investors

RTX (NYSE:RTX) received a $476.5 million modification from the U.S. Navy tied to Tomahawk missile modernization. The company is participating in a US$12.5b U.S. air traffic control modernization plan. RTX subsidiary Blue Canyon Technologies launched a satellite supporting NASA’s Pandora exoplanetary mission. For you as an investor, these updates touch both of RTX’s core areas: defense and aerospace. The Tomahawk work ties directly into long running U.S. defense programs, while the air...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Mobileye Global (MBLY) Is Down 6.7% After Cautious 2026 Outlook and Rising Expenses

Mobileye Global Inc. has reported its 2025 results, with full-year revenue rising to US$1.89 billion and the annual net loss narrowing to US$392 million, while fourth-quarter revenue of US$446 million came alongside a higher quarterly net loss of US$127 million. Alongside the earnings release, Mobileye issued 2026 guidance for flat to 5% revenue growth to between US$1.90 billion and US$1.98 billion, which, combined with weaker margins, has sharpened investor focus on the balance between...
NYSE:APTV
NYSE:APTVAuto Components

Will Renewed Analyst Focus On Aptiv's Quality Metrics Ahead Of 2026 Earnings Change Aptiv's (APTV) Narrative

Aptiv has recently attracted attention as analysts reaffirm positive views, highlight its value-oriented profile, and point to solid operating and financial metrics ahead of its February 2026 earnings release. What stands out is that Aptiv is being screened not just for low valuation, but also for strong return on invested capital and competitive fundamentals, which many investors use as indicators of underlying business quality. Next, we’ll examine how this renewed analyst optimism around...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Cathay General Bancorp (CATY) Margin Strength Reinforces Bullish Earnings Quality Narratives

Cathay General Bancorp (CATY) closed out FY 2025 with fourth quarter revenue of US$205.6 million and basic EPS of US$1.34, supported by trailing twelve month revenue of US$745.3 million and EPS of US$4.55. The company reported a move in revenue from US$692.2 million on a trailing basis at the end of 2024 to US$745.3 million by the fourth quarter of 2025, while EPS shifted from US$3.97 to US$4.55 over the same period. This gives investors a clearer view of how the earnings base is tracking...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Expands Services As Regulators And Reliability Concerns Shape Outlook

Coinbase Global (NasdaqGS:COIN) has launched Coinbase Business and Coinbase Advisor, expanding its services beyond retail crypto trading. The company is addressing a recent technical incident that caused some users to see incorrect or missing account balances. Coinbase is publicly opposing the revised CLARITY Act over DeFi and tokenized equity concerns while advancing digital asset infrastructure projects in Bermuda following recent local crypto legalization. For anyone tracking...
NasdaqGS:DYN
NasdaqGS:DYNBiotechs

Dyne Therapeutics (DYN) Is Up 7.8% After Japan Grants Orphan Status To DM1 Drug Candidate

Dyne Therapeutics recently announced that Japan’s Ministry of Health, Labour and Welfare granted Orphan Drug designation to zeleciment basivarsen for treating myotonic dystrophy type 1, complementing ongoing Phase 1/2 ACHIEVE trial work. This latest designation, adding to similar statuses in the U.S. and Europe, strengthens the global regulatory support behind Dyne’s DM1 program. Next, we’ll explore how this new Japanese Orphan Drug designation for zeleciment basivarsen shapes Dyne...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

A Look At ACI Worldwide (ACIW) Valuation After Strong Results Guidance Raise And Buyback Expansion

ACI Worldwide (ACIW) is back in focus after reporting strong Q2 and Q3 2025 results, lifting full year guidance and pairing that with product progress in its Kinetic and Connetic platforms, as well as a larger share repurchase plan. See our latest analysis for ACI Worldwide. Despite the recent Q2 and Q3 updates and a larger repurchase plan, ACI Worldwide’s 30 day share price return of 9.90% and 90 day share price return of 12.64% show pressure, while the 3 year total shareholder return of...
OTCPK:FGFH
OTCPK:FGFHBanks

Net Margin Compression At Foresight Financial Group (OTCPK:FGFH) Reinforces Bearish Earnings Narrative

Foresight Financial Group (OTCPK:FGFH) has wrapped up FY 2025 with fourth quarter revenue of US$15.3 million and EPS of US$0.70, setting the tone for a year where trailing twelve month revenue came in at US$58.5 million and EPS at US$2.18. Over recent periods the company has seen quarterly revenue move from US$13.4 million in Q4 2024 to US$15.3 million in Q4 2025, with quarterly EPS shifting from US$0.69 to US$0.70 across the same stretch. Trailing twelve month net income moved from US$12.7...
NYSE:BAX
NYSE:BAXMedical Equipment

Assessing Baxter International (BAX) Valuation After Dynamo Series Stretcher Launch At J.P. Morgan Healthcare Conference

Baxter International (BAX) has drawn fresh attention after using the 2026 J.P. Morgan Healthcare Conference to unveil its Dynamo Series stretcher, a new addition to its smart beds and connected care portfolio. See our latest analysis for Baxter International. That product launch arrives after a tough stretch for shareholders, with a 1 year total shareholder return of 37.75% decline and a 5 year total shareholder return of 71.26% decline, even though the 1 month share price return is 3.82%. If...
NYSE:AS
NYSE:ASLuxury

Will Analyst Praise And Salomon’s New Creative Vision Change Amer Sports' (AS) Brand-Led Growth Narrative?

Amer Sports recently received upbeat analyst commentary on its long-term growth plans, while also appointing Heikki Salonen as Salomon’s first creative director amid a broader leadership reorganization and expansion of its Paris creative hub. Together, the endorsement of Amer Sports’ growth ambitions and Salomon’s refreshed creative leadership underscore the company’s focus on elevating brand strength and design-led product development. With these developments and a strengthened design...
NYSE:WMB
NYSE:WMBOil and Gas

Is Williams (WMB) Using New Gas Pipelines to Recast Its Long-Term Clean Energy Narrative?

In recent weeks, Williams Companies has drawn fresh attention as it advanced key natural gas pipeline projects, including the Northeast Supply Enhancement and Constitution pipelines, while preparing to report fourth-quarter 2025 results and host its 2026 Analyst Day. These developments, together with a higher-than-industry P/E ratio and a Washington, D.C. clean energy technology expo, highlight how Williams is positioning its infrastructure as part of longer-term clean energy and...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Is Shoals Technologies Group (SHLS) Fairly Priced After Its 94.9% One-Year Rally?

If you are wondering whether Shoals Technologies Group at around US$9.22 is priced attractively or not, you are not alone. This article aims to help you frame that question clearly. The stock has returned 94.9% over the last year, while the 3 year and 5 year returns of 66.7% and 72.8% declines show that longer term holders have had a very different experience. Recent coverage has focused on Shoals Technologies Group as part of broader discussions about renewable energy equipment suppliers...