NYSE:ALX
NYSE:ALXRetail REITs

Alexander’s (ALX): Valuation Check After $175 Million Rego Park II Refinancing Extends Debt to 2030

Alexander's (ALX) just locked in a fresh $175 million refinancing on its Rego Park II shopping center in Queens, extending the loan out to December 2030 and easing near term refinancing pressure. See our latest analysis for Alexander's. That refinancing headline lands against a backdrop where the share price has climbed to $219.31, with an 11.77% year to date share price return and a solid 18.44% one year total shareholder return, suggesting momentum is cautiously rebuilding after recent 90...
NYSE:AZZ
NYSE:AZZBuilding

AZZ (AZZ) Valuation Check After 30% Year-to-Date Rally and New Facility Ramp-Up

AZZ (AZZ) has quietly outperformed many industrial peers this year, and with the stock up about 10% over the past month and 30% year to date, investors are starting to revisit the story. See our latest analysis for AZZ. That recent 30 day share price return of almost 10% has helped put AZZ back near its highs around $108 per share. When you set that alongside a 3 year total shareholder return above 180%, it suggests momentum in the story is still very much intact rather than fading. If AZZ’s...
NYSE:G
NYSE:GProfessional Services

Is Genpact’s AI-First Leadership Overhaul Reshaping the Investment Case For Genpact (G)?

Earlier in December 2025, Genpact expanded its executive team, appointing leaders for corporate development, NextGen Enterprises, and the legal function to advance its GenpactNext, AI-first strategy. By bringing in senior talent from IBM, NTT Data, Accenture, and major tech firms, Genpact is explicitly reinforcing its shift toward Agentic and advanced technology solutions built on differentiated, “last mile” execution capabilities. Next, we’ll examine how this leadership expansion,...
NYSE:GEV
NYSE:GEVElectrical

Reassessing GE Vernova (GEV) Valuation After Its Upgraded 2028 Targets and Boosted Shareholder Returns

GE Vernova (GEV) just laid out a much more ambitious roadmap, pairing higher revenue and margin targets through 2028 with a doubled dividend and a larger buyback, and Wall Street is clearly paying attention. See our latest analysis for GE Vernova. The near term pullback, including a 1 day share price return of about negative 10 percent and a 7 day share price return of roughly negative 15 percent, looks more like a reset after a huge run, given the year to date share price return above 80...
NYSE:HMN
NYSE:HMNInsurance

Horace Mann Educators (HMN): Revisiting Valuation After Strong Q3 Results and Upgraded Full-Year Outlook

Horace Mann Educators (HMN) just posted an exceptional third quarter and lifted its full year outlook, signaling a sharp earnings rebound and healthier profitability across every business line. See our latest analysis for Horace Mann Educators. The market seems to be waking up to the turnaround story, with a robust year to date share price return of 20.29% and a 1 year total shareholder return of 22.86%. This suggests momentum is building as investors reassess Horace Mann’s earnings power and...
NYSE:BXP
NYSE:BXPOffice REITs

Is Boston Properties (BXP) Undervalued After Its Recent Share Price Pullback?

BXP (BXP) has quietly lagged the broader market this year, with shares down roughly 6% year to date, even as revenue and net income trends point to a more complicated underlying story. See our latest analysis for BXP. The recent pullback, including a 1 day share price return of minus 1.6% and a 90 day share price return of minus 10.6%, suggests sentiment has cooled even though BXP still boasts a positive 3 year total shareholder return of about 23%. This hints that long term holders have been...
NasdaqGS:JOYY
NasdaqGS:JOYYInteractive Media and Services

Reassessing JOYY (NASDAQ:JOYY) Valuation After Earnings Upgrade and Strong Buy Rating Fuel Growth Expectations

JOYY (JOYY) just landed on a Strong Buy list after its current year earnings estimates jumped nearly 17% in two months, and that upgrade is forcing investors to revisit the stock’s growth story. See our latest analysis for JOYY. That backdrop helps explain why, even with the latest share price at $63.19, JOYY’s year to date share price return of 58.85% and 1 year total shareholder return of 81.41% suggest momentum is clearly building as investors reprice its growth and cash returns story. If...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

What Recursion Pharmaceuticals (RXRX)'s FAP Trial Win And AI Platform Validation Means For Shareholders

Earlier this month, Recursion Pharmaceuticals reported positive Phase 1b/2 TUPELO trial data for REC-4881 in familial adenomatous polyposis, showing rapid and durable reductions in total polyp burden alongside a generally manageable safety profile in a disease with no approved therapies. The company also framed these results as the first clinical validation of its Recursion OS 2.0 AI platform, supported by its BioHive-2 supercomputer and extensive proprietary datasets, aiming to translate...
NasdaqGS:AAL
NasdaqGS:AALAirlines

How Heightened Scrutiny and Premium Investments Could Reshape American Airlines’ Risk Profile for AAL Investors

In recent days, American Airlines has faced heightened regulatory scrutiny, including an amended Department of Transportation penalty over wheelchair handling, alongside ongoing FAA investigations into flight compliance and insider share sales by its chief operating officer. At the same time, the carrier is channeling resources into accessibility upgrades, premium cabins, lounges, and new aircraft, while benefiting from an S&P upgrade on certain equipment trust certificates and preparing to...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

US Stock Market Today: S&P 500 Futures Rise as Traders Brace for Hotter Inflation

The Morning Bull - US Market Morning Update Thursday, Dec, 18 2025 US stock futures are pointing higher this morning, with contracts tied to a broad market benchmark up about 0.3 percent, as investors focus on a delayed but closely watched November inflation report that is expected to show prices rising 3.1 percent over the past year. That is slightly hotter than October, which means the cost of living is still easing only slowly, even as the Federal Reserve hints it could start cutting...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Is Clear Street’s Focus on T&D Margins Reframing MYR Group’s (MYRG) Long-Term Growth Story?

Earlier in December 2025, Clear Street initiated coverage on MYR Group with a Buy rating, citing nearly 10% sales growth driven by the Transmission & Distribution segment and pointing to recent third-quarter earnings that exceeded revenue and EPS expectations. The firm’s view that larger T&D project wins and accretive acquisitions could support further operational gains adds an extra layer of interest for investors assessing MYR Group’s growth runway. Now we’ll examine how Clear Street’s...
NYSE:SUI
NYSE:SUIResidential REITs

How Investors Are Reacting To Sun Communities (SUI) Veteran CFO Hire And Dividend Declaration

Sun Communities, Inc. has appointed Mark E. Patten as Chief Financial Officer, effective January 5, 2026, succeeding Fernando Castro-Caratini, who will transition into an advisory role, while the board also declared a fourth-quarter 2025 cash distribution of US$1.04 per share payable on February 2, 2026. The choice of a CFO with more than 35 years of REIT-focused finance experience signals a reinforced emphasis on capital allocation, balance sheet management, and long-term financial...
NasdaqGS:STOK
NasdaqGS:STOKBiotechs

Stoke Therapeutics (STOK) Valuation After Positive Long-Term Zorevunersen Data at AES Meeting

Stoke Therapeutics (STOK) just gave investors another reason to pay attention, with fresh long term data on lead candidate zorevunersen showing sustained seizure reductions and cognitive gains in Dravet syndrome at the AES meeting. See our latest analysis for Stoke Therapeutics. That backdrop helps explain why, even after a small 1 day share price pullback, Stoke’s 30 day share price return of 13.62% and blistering year to date share price return of 191.57% signal powerful positive momentum...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Is Zscaler's (ZS) Deeper Peraton Tie-Up Quietly Reframing Its Zero Trust Platform Ambitions?

Earlier this month, Peraton announced an expanded partnership with Zscaler to combine its hybrid multicloud platform with Zscaler’s cloud-native Zero Trust Exchange, aiming to secure mission-critical government and enterprise environments while simplifying network and security architectures. This collaboration highlights how Zscaler’s Zero Trust and AI-driven security stack is becoming embedded in large-scale digital modernization projects across national security and defense-related...
NYSE:FNB
NYSE:FNBBanks

F.N.B. (FNB): Evaluating the Bank’s Valuation Following New Payment Switch and Instant Payments Launch

F.N.B (FNB) just pushed further into digital banking, rolling out its Payment Switch tool and instant payments capabilities. For investors, the question is how these convenience upgrades might translate into stickier deposits and fee opportunities. See our latest analysis for F.N.B. The digital push seems to be landing with investors, with the share price up about 14 percent over the past month and a year to date share price return above 20 percent, while the 5 year total shareholder return...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Valuation After $250 Million Buyback and New M&A Capital Allocation Strategy

Azenta (AZTA) just put its capital allocation cards on the table, pairing a new $250 million buyback with a detailed M&A playbook that targets growth, higher margins, and disciplined returns. See our latest analysis for Azenta. The latest capital return and M&A update comes after a choppy run, with Azenta’s share price returning 17.71% over the past month but still leaving 1 year total shareholder return at around negative 30%. This suggests tentative momentum rather than a full sentiment...