NYSE:VSH
NYSE:VSHElectronic

Is Vishay Intertechnology Attractively Priced After Recent 19.5% Rally And Dividend Outlook?

If you have been wondering whether Vishay Intertechnology is a bargain or a value trap at around $14.84, you are not alone. Investors have been watching this one closely for signs of a turnaround. The stock has slipped 6.3% over the past week, but that comes after a punchy 19.5% gain over the last month, even though it still sits in negative territory year to date and over the past 1, 3 and 5 years. Recent headlines have centered on Vishay's positioning in key semiconductor and passive...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Is It Too Late To Consider CrowdStrike After Its 359% Three Year Surge?

If you are wondering whether CrowdStrike Holdings is still worth buying at these levels, or if the easy money has already been made, you are not alone. That is exactly what this breakdown will unpack. Despite a choppy few weeks, with the stock down 7.8% over the last 7 days and 7.0% over the past month, shares are still up 37.5% year to date, 36.0% over the last year, and a huge 359.3% over three years. This naturally raises questions about how much upside is left. Recent price swings have...
NYSE:EIX
NYSE:EIXElectric Utilities

What Edison International (EIX)'s 6% Dividend Hike and Wildfire Recovery Progress Means For Shareholders

Edison International recently increased its quarterly common stock dividend to US$0.8775 per share, lifting the annual payout to US$3.51, a 6% rise from the prior US$3.31, with payment scheduled for January 31, 2026, to shareholders of record on January 7, 2026. This higher dividend, alongside recognition as a strong value stock and visible progress on wildfire recovery support, underscores management’s focus on both shareholder income and community rehabilitation. We’ll now examine how this...
NYSE:DBRG
NYSE:DBRGCapital Markets

DigitalBridge (DBRG): Revisiting Valuation After Recent Pullback and Strong Year-to-Date Gains

DigitalBridge Group (DBRG) has quietly put up a mixed near term performance, slipping over the past week but still sitting on a strong month long gain, which has investors reconsidering its risk reward profile. See our latest analysis for DigitalBridge Group. The recent pullback sits against a much stronger backdrop, with an 18.35% year to date share price return and a 1 year total shareholder return of 18.06% suggesting momentum is cooling, not collapsing. If DigitalBridge’s swings have your...
NYSE:BBAI
NYSE:BBAIIT

Is BigBear.ai (BBAI) Using Sensor‑Level AI Partnerships To Redefine Its Defense Moat?

In December 2025, BigBear.ai announced a partnership with C Speed to integrate its ConductorOS AI orchestration platform into C Speed’s LightWave Radar systems, aiming to enhance real-time, autonomous threat detection and decision support for defense and homeland security missions across air, missile, and counter‑UAS domains. This collaboration links BigBear.ai’s expanding Abu Dhabi presence with C Speed’s deployed U.S. and international radar footprint, potentially broadening the role of AI...
NYSE:ASA
NYSE:ASACapital Markets

How Investors Are Reacting To ASA Gold and Precious Metals (ASA) Saba’s Aggressive Post‑Rally Buying

In December 2025, Saba Capital Management, L.P. increased its ownership in ASA Gold & Precious Metals Ltd by buying additional shares, lifting its stake to more than 5.32 million shares after multiple insider purchases. This wave of insider and institutional buying follows a very large year-to-date gain for the ASA fund, underscoring strong conviction among key holders despite its low 0.1% yield. We’ll now examine how Saba’s continued accumulation and ASA’s very large year-to-date gain...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Is Intel (INTC) Quietly Redefining Its Moat Around Policy Influence And AI Systems Integration?

In recent days Intel has overhauled key leadership roles, expanded its government affairs and technology teams, and moved closer to acquiring AI chip startup SambaNova while advancing High-NA EUV manufacturing and deepening ecosystem collaborations in markets like China. These shifts highlight how Intel’s turnaround now rests as much on political relationships and AI systems capabilities as on traditional chip design. We’ll now examine how Intel’s reinforced government affairs team and...
NasdaqGS:GABC
NasdaqGS:GABCBanks

How German American Bancorp’s (GABC) New Chief Credit Officer Appointment Has Changed Its Investment Story

German American Bancorp recently announced that Scott Powell has been appointed executive vice president and chief credit officer, succeeding retiring executive vice president and chief credit officer Keith Leinenbach as of April 1. Because the chief credit officer shapes lending standards and overall credit risk oversight, this leadership change could meaningfully influence the bank’s future risk profile and loan portfolio quality. Next, we’ll examine how this shift in credit leadership...
NYSE:DIS
NYSE:DISEntertainment

Is Disney Stock Fairly Priced After Streaming Pivot and Theme Park Focus in 2025?

Wondering whether Walt Disney is a comeback value story or still priced for magic, not math, right now? We are going to break down what the current share price really implies. Despite a choppy few years, the stock is up around 0.4% over the last week, 5.3% over the past month, and 1.6% over the last year, while still sitting well below its 5 year level with a 34.1% decline. Recently, investors have been watching moves like Disney doubling down on its streaming strategy and sharpening its...
NYSE:KFY
NYSE:KFYProfessional Services

The Bull Case For Korn Ferry (KFY) Could Change Following Strong Q2 Results And Referral-Driven Growth

Korn Ferry recently reported past second-quarter fiscal 2026 results, with revenue rising to US$729.8 million and net income to US$72.4 million, alongside confirming third-quarter guidance and maintaining a quarterly dividend of US$0.48 per share. Management highlighted the ongoing success of its “We Are Korn Ferry” strategy, with cross-solution referrals contributing nearly 28% of fee revenue, underscoring deeper client engagement and stronger internal collaboration. Next, we’ll examine how...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Can Mobileye (MBLY) Turn Oslo’s Level 4 Pilot Into a Durable Autonomous Fleet Advantage?

Ruter and Holo recently announced a partnership with MOIA to deploy Volkswagen’s ID. Buzz AD equipped with Mobileye Drive and the new EyeQ 6H chip in Oslo’s Groruddalen suburb from as early as spring 2026, following two years of snowy-weather testing in the area. This marks one of Europe’s first series-production-ready Level 4 autonomous shuttles for shared, on-demand public transport, linking Mobileye’s technology to real-world fleet scale-up plans, including Ruter’s vision for up to 30,000...
NYSE:TFC
NYSE:TFCBanks

Is It Too Late To Consider Truist Financial After Its Strong 2024 Share Price Recovery?

Wondering if Truist Financial is still a value play after its recent run, or if you are late to the party? This breakdown will help you decide whether the current price really makes sense. The stock is up around 0.5% over the last week, 12.6% over the past month, and 23.2% in the last year, with longer term 3 year and 5 year returns of 38.4% and 34.3% that signal a meaningful recovery story taking shape. Recent headlines have focused on Truist reshaping its business mix, including strategic...
NasdaqCM:PVLA
NasdaqCM:PVLABiotechs

Assessing Palvella Therapeutics After Its 666.8% Surge and Late Stage Pipeline Progress

Wondering if Palvella Therapeutics is still a smart buy after its massive run up, or if the market has already priced in the story, you are not alone. That is exactly what this breakdown will tackle. After an eye catching 666.8% return year to date, the stock has cooled slightly in the last week with a 4.9% pullback but is still up 10.9% over the past month. Recent headlines have focused on Palvella's progress in late stage development for treatments targeting rare dermatologic diseases...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Kulicke and Soffa (KLIC): Assessing Valuation After a Recent 28% Share Price Rebound

Kulicke and Soffa Industries (KLIC) has quietly outperformed over the past month, climbing about 28% even as near term returns remain choppy, a setup that makes the stock worth a closer look. See our latest analysis for Kulicke and Soffa Industries. That sharp 30 day share price return of about 28% is a notable reversal from the modest year to date share price decline and only slightly negative one year total shareholder return. This hints that sentiment toward Kulicke and Soffa’s earnings...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Reassessing SailPoint (SAIL) Valuation After a Recent Share Price Rebound

SailPoint (SAIL) shares have quietly climbed about 12% over the past month even as three month performance remains weak, setting up an interesting reset in expectations around its identity security business. See our latest analysis for SailPoint. Zooming out, SailPoint’s 30 day share price return of about 12% contrasts with a still negative year to date share price return. This hints that sentiment is stabilising rather than fully turning bullish just yet. If SailPoint’s recent move has your...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is AMD’s (AMD) Expanding AI Partnerships Quietly Redefining Its Long‑Term Data Center Strategy?

In recent days, Advanced Micro Devices announced the appointment of Emily Ellis as Corporate Vice President and Chief Accounting Officer, while partners such as 4D Path highlighted new AI oncology deployments using AMD EPYC CPUs on Oracle Cloud Infrastructure and OpenAI secured access to up to 6 gigawatts of AMD chips via a warrant-linked supply deal. Taken together with upcoming Ryzen and Helios launches, these developments underscore how AMD is deepening its role as a core AI...
NYSE:SKT
NYSE:SKTRetail REITs

Tanger (SKT): Valuation Check After Zacks Rank 2 Upgrade on Rising Earnings Estimates

Tanger (SKT) just picked up a Zacks Rank 2, or Buy, after analysts lifted their earnings estimates, a signal that the fundamentals of its outlet-heavy retail portfolio are quietly improving beneath the recent share gains. See our latest analysis for Tanger. Those higher earnings expectations are landing at a time when momentum is quietly building, with the share price at about $34.41 and a solid multi year total shareholder return suggesting patient investors have already been well...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Assessing Pool’s (POOL) Valuation After a Year of Falling Returns and Sliding Share Price

Event driven move in Pool stock Pool (POOL) shares have drifted lower over the past year, even as revenue and net income kept growing, which sets up an interesting gap between the stock performance and the underlying business. See our latest analysis for Pool. That gap has been widening, with the 90 day share price return of negative 25.7 percent and a one year total shareholder return near negative 29.5 percent pointing to fading momentum as investors reassess cyclical risks and...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Is Evolving Tax Credit Guidance Reshaping the Investment Case for First Solar (FSLR)?

In recent months, First Solar reported very large year-on-year revenue growth and improving profitability, while missing full-year revenue and EPS guidance, as investors evaluated its position ahead of new U.S. clean energy tax credit rules. Analyst optimism, stronger market share, and expectations that forthcoming foreign-entity-of-concern guidance could favor manufacturers with domestic supply chains have reinforced First Solar’s role as a key beneficiary of U.S. utility-scale solar...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

What Take-Two Interactive Software (TTWO)'s GTA VI Spending Peak Means For Shareholders

In recent weeks, Take-Two Interactive has continued to draw attention as analysts highlight the company’s shift out of a heavy investment phase, after absorbing over US$9.00 billion in net losses tied to developing Grand Theft Auto VI and other titles between fiscal 2023 and 2025. With Grand Theft Auto VI now scheduled for a November 2026 launch and analysts projecting strong year-over-year earnings growth as those investments begin to normalize, investor focus has sharpened on whether...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo (PEP): Assessing Valuation After a Steady Three-Month Share Price Climb

Why PepsiCo is Back on Investors Radar PepsiCo (PEP) has been quietly grinding higher, with shares up around 5% over the past 3 months. That steady climb is drawing fresh attention from income focused, defensive investors. See our latest analysis for PepsiCo. Zooming out, PepsiCo’s modest 1 year total shareholder return of 2.55% and slightly negative year to date share price return signal steady, not explosive, momentum as investors reassess its defensive earnings strength and valuation after...
NYSE:BIP
NYSE:BIPIntegrated Utilities

What Brookfield Infrastructure Partners (BIP)'s US$1.5 Billion Digital and Transport Push Means For Shareholders

Recently, Brookfield Infrastructure Partners highlighted that its high-yield dividend is supported by stable cash flows, a solid financial position, and an accelerating earnings outlook backed by new investments in areas such as semiconductor fabrication infrastructure and data centers. The partnership has secured about US$1.50 billion of investments this year, adding assets like a U.S. refined products system, a bulk fiber network, and a North American railcar network that are expected to...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy (NEE): Valuation Check After Major Google AI Data Center and Duane Arnold Restart Deal

NextEra Energy (NEE) just put a bigger flag in the ground with Google, expanding their collaboration to build gigawatt scale data center campuses and restart Iowa’s Duane Arnold plant, a combination that directly reshapes its long term growth story. See our latest analysis for NextEra Energy. Those moves sit on top of a 90 day share price return of 13.77% and a 12.93% year to date share price gain. The 1 year total shareholder return of 19.52% suggests momentum has been quietly rebuilding as...
NYSE:DDS
NYSE:DDSMultiline Retail

Dillard's (DDS) Valuation Revisited as Operational Challenges Pressure Sales, Earnings and Growth Plans

Operational setback sharpens focus on Dillard's strategy Fresh commentary on Dillard's (DDS) weak demand, sliding same store sales, and falling earnings per share has put management's strategy under the microscope, especially as the retailer pauses new store openings in order to overhaul existing locations. See our latest analysis for Dillard's. Despite the recent pullback and soft same store sales, Dillard's share price has still delivered a robust year to date share price return and an even...