U.S. Stock News

NYSE:HEI
NYSE:HEIAerospace & Defense

Is Record Profitability And Cash Generation Altering The Investment Case For HEICO (HEI)?

In recent days, HEICO reported past record profitability, broad-based revenue growth, and strong cash generation, underpinned by resilient aviation support demand and continued acquisitions. This combination of robust operating performance, disciplined deal-making, and strong returns on invested capital has reinforced perceptions of HEICO as a high-quality compounder in specialized aerospace and electronics markets. We’ll now examine how HEICO’s record profitability and strong cash...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

A Look At Aveanna Healthcare Holdings (AVAH) Valuation As Management Raises 2025 Guidance And 2026 Targets

Aveanna Healthcare Holdings (AVAH) raised its 2025 revenue guidance to a range of US$2.425b to US$2.445b and issued higher preliminary 2026 targets, putting its home based care model firmly in focus for investors. See our latest analysis for Aveanna Healthcare Holdings. Aveanna’s updated guidance comes after a mixed stretch in the market, with a 7 day share price return of 7.33% and a 90 day share price return of a 10.22% decline. Even so, the year to date share price return of 14.11% and a...
NYSE:EPAC
NYSE:EPACMachinery

A Look At Enerpac Tool Group (EPAC) Valuation After William Blair Initiates Coverage With Market Perform Rating

William Blair has started covering Enerpac Tool Group (EPAC) with a Market Perform rating, adding a fresh research voice just ahead of the company’s presentation at CJS Securities’ New Ideas for the New Year investor conference. See our latest analysis for Enerpac Tool Group. The William Blair initiation comes after a solid run in the past month, with a 30 day share price return of 9.32%. Over the past year there has been a 7.99% decline in total shareholder return, while the 3 year total...
NasdaqGM:OCS
NasdaqGM:OCSPharmaceuticals

Oculis Holding (OCS) Is Up 9.3% After FDA Breakthrough Status For Privosegtor And DME Plans

Earlier in January 2026, Oculis Holding announced that the FDA granted Breakthrough Therapy designation to its neuroprotective candidate Privosegtor for optic neuritis, while also outlining late-stage plans for Privosegtor and its eye-drop OCS-01 in diabetic macular edema. The move positions Oculis as a potential first-mover in neuroprotective treatments for optic neuropathies, a category the company estimates could exceed US$7.00 billion in the U.S. alone. We will now examine how FDA...
NYSE:JBS
NYSE:JBSFood

Is JBS (JBS) Exiting Jack Link’s JV a Quiet Shift in Its Global Focus Strategy?

JBS has exited its meat snacks joint venture with US jerky maker Jack Link’s, ending a partnership formed in 2010 and allowing Jack Link’s to assume full control of the Meat Snack Partners business after Brazilian regulators received a clearance request. This move points to a reshaping of JBS’s product mix and geographic exposure, as it steps back from Brazil-based meat snack production for export markets. We’ll now examine how JBS’s withdrawal from the Jack Link’s venture reframes its...
NasdaqCM:TSSI
NasdaqCM:TSSIIT

Assessing TSS (TSSI) Valuation After Needham Growth Conference Spotlight

TSS (TSSI) drew fresh attention after CEO Darryll E. Dewan and CFO Daniel M. Chism presented at the 28th Annual Needham Growth Conference, giving institutional investors direct access to management and the company’s current positioning. See our latest analysis for TSS. The conference appearance comes at a time when momentum in TSS’s share price has picked up, with a 7 day share price return of 41.27% and a 30 day share price return of 59.60% following a weaker 90 day share price return of...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

A Look At Perdoceo Education’s (PRDO) Valuation After New Share Buyback Authorization

Perdoceo Education (PRDO) has completed a US$74.8 million share repurchase tranche and announced a new buyback authorization of up to US$100 million, drawing fresh attention to how its stock is being valued. See our latest analysis for Perdoceo Education. The buyback announcements come after a period of mixed share price momentum, with a 7.67% 1 month share price return and an 11.57% 3 month share price decline. Yet longer term total shareholder returns of 16.29% over 1 year and more than 2x...
NasdaqGS:AMLX
NasdaqGS:AMLXPharmaceuticals

Is Amylyx Pharmaceuticals' (AMLX) New GLP-1 Rare Disease Bet Expanding or Diluting Its Core Strategy?

Earlier in January 2026, Amylyx Pharmaceuticals announced it had selected AMX0318, a long-acting GLP-1 receptor antagonist discovered with Gubra A/S, as a development candidate for post-bariatric hypoglycemia and other rare diseases following extensive preclinical evaluation. The move expands Amylyx’s pipeline into GLP-1 biology and rare metabolic conditions, while triggering up to US$50 million in potential milestones and mid-single digit royalties to Gubra, including US$4 million tied to...
NYSE:STVN
NYSE:STVNLife Sciences

Is Stevanato Group (STVN) Quietly Redefining Its At-Home Biologic Delivery Strategy With New Partnership?

Datwyler recently announced a collaboration with LTS Device Technologies and Stevanato Group to create a pre-verified large-volume subcutaneous drug delivery ecosystem, showcased at Pharmapack in Paris in January 2026. The partnership highlights how Stevanato’s EZ-fill large-volume cartridges can be integrated with advanced plungers and wearable devices to support at-home administration of sensitive therapies. We’ll now explore how this large-volume self-administration platform could...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

Did Big EPS, Revenue Jump and JPM Spotlight Just Shift AnaptysBio's (ANAB) Investment Narrative?

AnaptysBio, Inc. recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, where President and CEO Daniel R. Faga outlined the company’s latest corporate and pipeline updates. This appearance comes as AnaptysBio reports very large year-over-year improvements in both earnings per share and revenue, alongside higher analyst earnings forecasts that are reshaping investor expectations. We’ll now examine how this combination of very large profitability gains and a...
NasdaqCM:LPTH
NasdaqCM:LPTHElectronic

Is LightPath (LPTH) Using Its Needham Spotlight to Recast Its High‑Value Solutions Strategy?

LightPath Technologies recently presented at the 28th Annual Needham Growth Conference held at The Lotte New York Palace Hotel in New York, drawing interest from investors and industry observers. This conference appearance matters because investors often watch these sessions for updates on product focus, contract pipelines, and management’s execution priorities. We’ll now examine how LightPath’s Needham Growth Conference presentation might influence its investment narrative, particularly...
NasdaqGM:EH
NasdaqGM:EHAerospace & Defense

How EHang (EH) Elevating Founding Engineer Shuai Feng to CTO Has Changed Its Investment Story

EHang Holdings Limited has appointed founding team member Shuai Feng as Chief Technology Officer, effective January 14, 2026, formalizing his leadership across pilotless human-carrying eVTOL development, supply chain, and compliance functions. By combining deep product engineering experience with responsibility for procurement, manufacturing scale-up, and safety-focused compliance, Feng’s expanded remit tightly links EHang’s technology roadmap with its commercialization and industrial...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ (NYSE:CBZ) Valuation Reset After Share Price Weakness And Marcum Acquisition Integration

Why CBIZ (CBZ) is on investors’ radar CBIZ (CBZ) has drawn attention after a period of softer share performance, including a 40% decline over the past year. This has prompted investors to reassess the stock against its fundamentals and current valuation. See our latest analysis for CBIZ. CBIZ’s 1 day share price return of 1.4% decline and 7 day share price return of 7.23% decline sit against a 1 year total shareholder return of 39.89% decline. This suggests momentum has faded after earlier...
NYSE:VIA
NYSE:VIASoftware

Assessing Via Transportation (VIA) Valuation After Recent Share Price Weakness

Without a single clear news event driving it today, Via Transportation (VIA) has still drawn attention after a sharp share price decline over the past month and the past 3 months, prompting closer scrutiny from investors. See our latest analysis for Via Transportation. At a latest share price of $22.90, Via Transportation’s recent slide includes a 7 day share price return of 10.34%, extending to a 30 day share price return of 31.23% and a 90 day share price return of 52.05%, which suggests...
NasdaqGM:TNGX
NasdaqGM:TNGXBiotechs

Is Tango Therapeutics’ New CEO (TNGX) Quietly Redefining Its Clinical Strategy And Execution Priorities?

Tango Therapeutics recently announced that founding CEO Barbara Weber, M.D., has retired as CEO and President, with board member and oncology veteran Malte Peters, M.D., stepping into the President and CEO roles while Dr. Weber shifts to Executive Chair in 2026 and non-executive Chair in 2027. This leadership reshaping, alongside the addition of experienced biopharma finance executive Sung Lee to the board, signals a concerted focus on clinical execution and corporate development...
NYSE:AN
NYSE:ANSpecialty Retail

What AutoNation (AN)'s Bigger Buyback, Jerry’s Toyota Deal and Q4 Date Mean For Shareholders

AutoNation, Inc. recently announced that it will release its fourth-quarter 2025 financial results, for the period ended December 31, 2025, on February 6, 2026, before the market opens, followed by a management conference call and webcast available via its investor relations website. In parallel, JPMorgan upgraded AutoNation while the company moved to acquire Jerry’s Toyota in Baltimore and expanded its share repurchase authorization by US$1.00 billion to about US$1.28 billion, highlighting...