NasdaqCM:NUTX
NasdaqCM:NUTXHealthcare

Nutex Health (NUTX): Valuation Check After New St. Louis Hospital Expands Its Micro Hospital Network

Nutex Health (NUTX) just opened its 26th hospital, and first in Missouri, with the new Archview ER & Hospital in St. Louis, a move that quietly extends its micro hospital footprint into a fresh urban market. See our latest analysis for Nutex Health. That backdrop helps explain why sentiment has heated up, with Nutex Health’s 30 day share price return of 31.14 percent feeding into a powerful 417.14 percent year to date share price surge, even as its three year total shareholder return remains...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Does Arm’s Recent Share Price Slide Create a Long Term Opportunity in 2025?

If you are wondering whether Arm Holdings is a bargain or a bubble at today’s price, you are not alone. This article unpacks what the numbers actually say about its value. Despite all the buzz around Arm and AI, the stock has pulled back recently, with the share price down 8.9% over the last week, 13.9% over the last month, and 11.6% year to date, leaving it about 10.7% lower than a year ago. Those moves have come as investors reassess high growth semiconductor names in light of shifting...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Is Ouster’s New Automotive Veteran Director Quietly Rewiring Its Strategic Edge (OUST)?

In December 2025, Ouster, Inc. appointed Phillip M. Eyler to its Board of Directors and Compensation Committee, adding more than 30 years of engineering, operations, and automotive and industrial technology leadership to the company’s governance. Eyler’s history of running multibillion-dollar automotive technology businesses and his current board roles at Sensata Technologies and Sleep Number Corporation may meaningfully influence how Ouster aligns its lidar hardware and software roadmap...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream Partners (WES): Evaluating Valuation After Aris Water Deal and Expansion of Water, Pipeline Assets

Western Midstream Partners (WES) just doubled down on its produced water and pipeline strategy, closing the Aris Water Solutions acquisition and advancing projects like Pathfinder, moves that help support its high, well covered distribution. See our latest analysis for Western Midstream Partners. Despite the busy deal calendar, Western Midstream Partners share price has been relatively steady around $39.54. Its 1 year total shareholder return of roughly 11 percent and exceptional 5 year total...
NYSE:HEI
NYSE:HEIAerospace & Defense

Is It Too Late to Consider HEICO After Its 41.1% Surge in 2025?

Wondering if HEICO is still worth buying after such a strong run, or if the best gains are already in the rearview mirror? This breakdown will help you decide whether the current price still makes sense. HEICO's share price has climbed 7.2% over the last week, 10.3% over the past month, and is up an impressive 41.1% year to date. This builds on multi year gains of 40.5% over 1 year, 117.7% over 3 years, and 154.8% over 5 years. Recently, investors have focused on HEICO's continued expansion...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Valuation Check After Analyst Downgrades on Robotaxi and Autonomous Vehicle Competition Concerns

Lyft (LYFT) is back under pressure after Wedbush and several peers cut their ratings, highlighting the rise of autonomous vehicles and robotaxis as a direct challenge to its ride hailing focused business. See our latest analysis for Lyft. Even with the latest downgrade, Lyft’s $19.95 share price still reflects a strong year to date. A 46.15 percent year to date share price return suggests momentum has cooled recently but not disappeared after a tougher 90 day stretch. If this reassessment of...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

US Stock Market Today: S&P 500 Futures Flat Amid Split Fed Rate Cut Outlook

The Morning Bull - US Market Morning Update Tuesday, Dec, 23 2025 US stock futures are flat to slightly lower this morning, with E mini S&P 500 contracts barely in the red as investors weigh calm bond markets against mixed global growth signals. The benchmark 10 year US Treasury yield is holding near 4.16 percent, which means borrowing costs for mortgages and companies are still elevated but not shooting higher. At the same time, a surge of nearly 40 percent in Taiwan export orders highlights...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Assessing Apple Hospitality REIT (APLE) valuation after a weak year-to-date share performance

Apple Hospitality REIT (APLE) has quietly drifted lower this year, but that weakness is starting to intrigue income-focused investors. With shares still under pressure, the conversation shifts to whether the current yield compensates for the risks. See our latest analysis for Apple Hospitality REIT. Despite a modest 1 month share price return of 3.49% from the recent low, the share price is still down sharply on a year to date basis. However, the 5 year total shareholder return of 18.05%...
NYSE:PNC
NYSE:PNCBanks

Has PNC’s Strong 2025 Rally Outrun Its Fundamentals After Digital Banking Expansion?

If you have been wondering whether PNC Financial Services Group is still a buy after its strong run, you are not alone. This is exactly the kind of stock where a closer look at valuation can really change the narrative. The share price has climbed to around $212.9, with gains of 1.0% over the last week, 13.9% over the last month, and a solid 74.0% over five years, which hints at both embedded optimism and rising expectations. Recent headlines have focused on PNC expanding its digital banking...
NYSE:ANET
NYSE:ANETCommunications

Arista’s Secure AI Data Center Push With Fortinet Could Be A Game Changer For Arista Networks (ANET)

In December 2025, Fortinet announced it had deployed a jointly developed Secure AI Data Center solution with Arista Networks at Monolithic Power Systems, while Arista also revealed new AI-driven campus networking features and ruggedized switches for industrial environments. Together, these moves highlight how Arista is extending its Ethernet and software platforms beyond core data centers into AI-centric security, campus, and industrial edge use cases. We’ll now examine how Arista’s role in...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

Is POET Technologies' (POET) Options Surge Reframing Its AI Positioning or Just Short-Covering Noise?

In recent days, POET Technologies has seen a sharp rise in call option trading and implied volatility, alongside a decline in short interest relative to peers, underscoring changing sentiment toward the stock. This shift has been amplified by sector news, including Marvell’s acquisition of POET customer Celestial AI, which many investors view as indirect validation of POET’s role in AI and optical communications. With this backdrop of elevated options activity, we’ll explore how the...
NasdaqGM:APPF
NasdaqGM:APPFSoftware

Revisiting AppFolio (APPF) Valuation After Its Recent Share Price Rebound

Why AppFolio Stock Is Back on Investors’ Radar AppFolio (APPF) has quietly outperformed over the past week, adding about 5% and trimming some of its slide from the past 3 months, even as the 1-year return remains slightly negative. See our latest analysis for AppFolio. With the share price now around $236.21, AppFolio’s recent 7 day share price return of just over 5% is a welcome shift after a weaker 90 day patch. Its three year total shareholder return above 120% shows the longer term...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Have EA Shares Run Too Far After a 40% Surge in 2024?

If you are wondering whether Electronic Arts at around $203 a share is still a smart buy or if the easy gains are behind it, this article walks through exactly what the current price might be baking in. The stock has slipped about 0.2% over the past week and is roughly flat over the last month, but it is still up about 39.7% year to date and 39.0% over the past year, hinting that sentiment has shifted meaningfully in its favor. That momentum has been underpinned by a steady pipeline of major...
NYSE:MP
NYSE:MPMetals and Mining

Did Insider Sales and a Morgan Stanley Upgrade Just Reframe MP Materials' (MP) Rare Earths Story?

In recent weeks, MP Materials has seen insider share sales by its CEO and CFO, even as Morgan Stanley upgraded the company and institutional investors increased their holdings, underscoring its role in the rare earths supply chain. This mix of executive selling and institutional accumulation highlights differing views on MP Materials’ prospects, while reinforcing how important rare earth exposure has become for investors focused on critical materials security. We’ll now explore how Morgan...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Zenas BioPharma (ZBIO) Valuation Check as Investors Position for Obexelimab Phase 3 IgG4 Data

Zenas BioPharma (ZBIO) is drawing fresh interest as investors position ahead of early January Phase 3 topline data for obexelimab in IgG4 related disease, a catalyst that could reshape expectations for the stock. See our latest analysis for Zenas BioPharma. The latest catalyst is landing on top of intense recent momentum, with a 1 day share price return of 17.1 percent, extending a 90 day share price return of 123.3 percent and a 1 year total shareholder return of 342.3 percent, as investors...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ): Has the Recent Rally Left the Healthcare Giant Undervalued?

Johnson & Johnson (JNJ) has quietly climbed about 17% over the past 3 months and roughly 44% year to date, putting the spotlight back on what investors are really paying for its steady healthcare engine. See our latest analysis for Johnson & Johnson. The move has been fuelled by renewed confidence in its Innovative Medicine pipeline and steady MedTech demand, with the roughly 44% year to date share price return outpacing its already solid multi year total shareholder returns and signalling...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Assessing Berkshire Hathaway’s Valuation After Strong Multi Year Gains and Portfolio Shifts

How Has Berkshire Hathaway Stock Been Performing? Berkshire Hathaway might look expensive at first glance given its share price, but the real question for long term investors is whether the underlying business is still trading for less than it is worth. Over the last few years, the share price has climbed steadily, delivering returns of 63.1% over 3 years and 118.9% over 5 years, even though the last month has been relatively flat with a 0.8% pullback and the last week down 1.3%. Recent...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Is Marriott International’s Strong 2025 Rally Justified by Its Cash Flow and Earnings Outlook?

If you are wondering whether Marriott International is still attractively valued at current levels or if much of the potential upside may already be reflected in the share price, this breakdown is designed to help you cut through the noise and focus on value. The stock has climbed 1.7% over the last week, 6.1% over the past month, and is up 14.3% year to date, following gains of 117.6% and 153.5% over the last 3 and 5 years respectively. Those moves sit against a backdrop of ongoing travel...