NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Corcept Therapeutics (CORT): Reassessing Valuation After Q3 Earnings Beat, Revenue Miss, and Planned CEO Share Sale

Corcept Therapeutics (CORT) just posted third quarter earnings that topped profit expectations even as revenue missed forecasts, and the update landed alongside a pre planned 40,000 share sale by CEO Joseph Belanoff. See our latest analysis for Corcept Therapeutics. The stock has been climbing steadily, with a 72.31% year to date share price return and a 302.74% three year total shareholder return suggesting momentum is still firmly building behind the story. If Corcept’s run has you...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

Assessing CME Group (CME) Valuation After Its Steady Multi‑Year Share Price Gains

CME Group (CME) has quietly ground higher over the past year, and with the stock hovering near 270 dollars, investors are asking whether its steady performance still lines up with fundamentals. See our latest analysis for CME Group. That recent dip in the 7 day share price return sits against a stronger backdrop. The year to date share price return of 16.39 percent and a 3 year total shareholder return of 73.11 percent point to momentum that is cooling a little but still firmly positive. If...
NYSE:IOT
NYSE:IOTSoftware

Samsara (IOT) Turns Q3 EPS Positive, Testing Bearish Valuation Narratives

Samsara (IOT) just posted Q3 2026 numbers with revenue of $416 million and Basic EPS of $0.01, marking a rare quarter in the black with net income of about $7.8 million. The company has seen revenue move from $300 million in Q2 2025 to $416 million in Q3 2026, while quarterly EPS shifted from a loss of about $0.09 to a modest profit as losses narrowed over time, and that margin progress is now front and center for investors dissecting this print. See our full analysis for Samsara. With the...
NYSE:BCC
NYSE:BCCTrade Distributors

How Boise Cascade’s (BCC) CEO Transition Plan Could Shape Its Operational Focus for Investors

Boise Cascade recently announced that long-time CEO Nate Jorgensen will retire on March 2, 2026, with current COO Jeff Strom stepping into the chief executive role the following day while Jorgensen remains on the board and the company leaves the COO position vacant. This carefully staged leadership transition, alongside Strom’s deep experience in Boise Cascade’s building materials distribution business, signals a continued emphasis on operational execution and distribution efficiency at the...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

What Intuitive Surgical (ISRG)'s Strong Procedure Growth and Cautious Margin Outlook Means For Shareholders

In the recent past, Intuitive Surgical reported a strong quarter with procedure growth beating expectations, slightly raised full-year procedure guidance, and robust U.S. system placements, while management flagged a tougher European capital expenditure backdrop and more cautious margin guidance. An interesting angle is how this combination of outperformance on surgical volumes alongside management’s conservative tone on margins and European demand creates a more nuanced picture of the...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Is Institutional Buying And AI Colocation Growth Altering The Investment Case For Core Scientific (CORZ)?

In recent months, asset manager VR Advisory Services accumulated over 1.2 million Core Scientific shares as the company reported stronger high-density colocation and AI infrastructure results alongside improved gross profit. This combination of institutional buying, analyst optimism and insider purchases highlights growing investor interest in Core Scientific’s shift away from volatile digital asset mining toward more data-center-like revenue streams. Next, we’ll examine how this...
NasdaqGS:COMM
NasdaqGS:COMMCommunications

How Investors May Respond To CommScope Holding Company (COMM) Launching Its FAST Track Fiber Training Hub

CommScope recently opened its Fiber Architecture Solutions Technology (FAST) Track facility in Catawba, NC, a fully operational fiber-to-the-home network that functions as both a live testing environment and a training center for service providers. By giving customers hands-on access to real-world fiber architectures and CommScope experts, FAST Track aims to turn complex broadband technology into practical deployment know-how that could deepen customer relationships and support product...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Why monday.com (MNDY) Is Up 9.1% After SailGP Partnership And New Buyback Authorization

In late November 2025, the Bonds Flying Roos announced multi-year partnerships with monday.com as Official Global Work Management Partner and Blueberry as Official Online Trading Partner, debuting the new branding at the Abu Dhabi SailGP Grand Final. The monday.com partnership moves beyond marketing exposure by using its AI-powered platform to coordinate the team’s complex global operations, showcasing the software’s capabilities in a demanding, real‑world environment. Now we’ll explore how...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

Should Strong Q3 Revenue, EPS Miss and New Support Shift GeneDx Holdings’ (WGS) Risk‑Reward Profile?

Recently, GeneDx Holdings reported Q3 2025 results showing revenue ahead of forecasts but a shortfall on earnings per share, while its CFO Kevin Feeley sold a small number of shares and exercised options. At the same time, ARK Invest increased its position in GeneDx and several analysts upgraded their views, highlighting growing confidence in the company’s role in precision genomics testing. Next, we’ll explore how ARK’s additional buying and analyst upgrades may influence GeneDx’s...
NYSE:DCI
NYSE:DCIMachinery

Donaldson (DCI) Q1: Net Margin Decline Tests Bullish High-Growth Filtration Narrative

Donaldson Company (DCI) opened fiscal Q1 2026 with revenue of $935.4 million and basic EPS of $0.98, alongside net income of $113.9 million, setting a steady backdrop for its latest results. The company has seen quarterly revenue move from $900.1 million and EPS of $0.83 in Q1 2025 to $935.4 million and EPS of $0.98 in Q1 2026. Trailing 12 month EPS sits at $3.24 off $3.7 billion of revenue, framing a story where headline growth meets a more nuanced margin picture. See our full analysis for...
BATS:CBOE
BATS:CBOECapital Markets

Taking a Fresh Look at Cboe Global Markets (CBOE) Valuation After Its Multi‑Year Share Price Run

Cboe Global Markets (CBOE) has quietly outpaced the broader market over the past year, with the stock up around 25% as investors reward its diversified mix of options, futures, and global equity trading platforms. See our latest analysis for Cboe Global Markets. That steady climb shows up in the numbers, with the share price up strongly year to date and a three year total shareholder return above 100%, suggesting momentum is still firmly on Cboe’s side despite a recent pause. If Cboe’s run...
NasdaqGS:ZUMZ
NasdaqGS:ZUMZSpecialty Retail

Zumiez (ZUMZ) Q3: Profit Rebound Strengthens Bullish Margin-Recovery Narrative

Zumiez (ZUMZ) just posted a solid Q3 2026 print, with revenue of about $239 million and EPS of $0.57 as the specialty retailer continued to lean into its recent return to profitability. The company has seen revenue move from roughly $222 million in Q3 2025 to $239 million this quarter, while EPS climbed from $0.06 to $0.57, signaling a much healthier earnings run-rate as comparable sales rose 7.6% and margins pushed back into more comfortable territory for investors. See our full analysis for...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Is It Too Late To Consider EA After A 39.8% Year To Date Rally?

Wondering if Electronic Arts at around $203 a share is still a good buy or if you have already missed the move? Let us break down whether the current price makes sense for long term investors. The stock has quietly climbed 0.9% over the last week, 1.6% over the past month, and is now up 39.8% year to date, adding to a 22.7% gain over the last year and 66.2% over three years. Behind these returns is a steady stream of big franchise updates, new content drops for live service titles, and...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

ServiceTitan (TTAN) Q3 2026: Narrowing TTM Losses Challenge Bearish Profitability Narrative

Q3 2026 earnings snapshot and setup ServiceTitan (TTAN) just posted Q3 2026 results with revenue of about $249 million, a basic EPS loss of $0.42, and trailing twelve month revenue of roughly $916 million alongside a TTM EPS loss of $3.51. This underscores that the company is still in investment mode rather than profit harvesting. The business has seen revenue move from around $199 million in Q2 2025 to $249 million in Q3 2026 on a quarterly basis, and from roughly $685 million to $916...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Match Group (MTCH): Revisiting Valuation After Board Refresh and Governance Changes

Match Group (MTCH) just added seasoned e commerce leader Darrell Cavens to its board and moved to declassify that board, a governance shift that could subtly reshape how investors think about the stock. See our latest analysis for Match Group. The upbeat reaction around the board refresh fits with Match Group’s recent trading pattern, with a 1 month share price return of 4.01 percent but a weaker 3 year total shareholder return of negative 18.93 percent. This suggests that near term momentum...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Illumina (ILMN): Reassessing Valuation After Recent Share Price Momentum From a Low Base

Illumina (ILMN) shares have quietly shifted higher over the past month, and that small move sits against a much tougher backdrop when you zoom out to the past year and beyond. See our latest analysis for Illumina. That recent 30 day share price return of 5.33 percent, and a strong 90 day share price return of 30.35 percent, stands in contrast to a still negative 1 year total shareholder return of 8.6 percent. This suggests momentum is rebuilding from a low base. If Illumina has put your radar...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group (KNSL): Evaluating Valuation After Strong Results and Expansion Contrast With a New Yearly Low

Kinsale Capital Group (KNSL) just hit a fresh 52 week low even as it beat expectations on its latest quarterly results and wrapped up a headquarters expansion, a mix that has investors reassessing the story. See our latest analysis for Kinsale Capital Group. The fresh 52 week low caps a tough stretch, with the 1 year total shareholder return down sharply even as the 3 and 5 year total shareholder returns remain solid. This is a sign that momentum has faded while the long term story is still...
NasdaqGM:RNA
NasdaqGM:RNABiotechs

Assessing Avidity Biosciences After Its 556.6% Surge and Bullish RNA Therapy Updates

Wondering if Avidity Biosciences is still a smart buy after its huge run, or if most of the upside is already priced in? Here is a look at what the numbers suggest about value from here. The stock has cooled slightly in the last week, slipping about 0.1%, but it is still up 2.6% over the past month, 129.7% year to date, and 556.6% over 3 years, which indicates the market has rapidly rewritten its expectations. That surge in optimism has been driven largely by excitement around Avidity's...
NYSE:SN
NYSE:SNConsumer Durables

Is SharkNinja Still Attractively Priced After Its Strong 2025 Share Price Rally?

If you are wondering whether SharkNinja is still attractively priced after its big run, or if it is starting to look overheated, this article will walk through what the numbers suggest about its current value. The stock has climbed to around $108.34, with returns of 11.0% over the last week, 25.4% over the last month, and 11.6% year to date. That naturally raises the question of whether the market is now pricing in too much optimism. Recent coverage has highlighted SharkNinja's momentum as a...
NYSE:HY
NYSE:HYMachinery

Is Hyster-Yale (HY) Using Dividends And Aftermarket Focus To Quietly Rewire Its Margin Story?

Hyster-Yale recently reported its latest quarterly results and declared a dividend, underscoring its ongoing role manufacturing and servicing lift trucks and components worldwide. The company’s emphasis on aftermarket services and operational performance highlights how it is trying to deepen recurring revenue streams within the industrial equipment sector. Next, we’ll examine how the quarterly earnings and dividend announcement interact with Hyster-Yale’s margin-improvement investment...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Cooper Companies (COO) Margin Decline Tests Bullish 21% Earnings Growth Narrative

Cooper Companies (COO) just wrapped up FY 2025 with fourth quarter revenue of $1.1 billion and basic EPS of $0.43, capping a trailing twelve month run of $4.1 billion in revenue and $1.87 in EPS that investors will be dissecting closely. The company has seen revenue move from $3.9 billion and EPS of $1.97 over the twelve months to Q4 2024 to $4.1 billion and EPS of $1.87 over the latest twelve month period, setting a nuanced backdrop for how the current year’s performance fits into its longer...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Does Morningstar’s Overhauled Medalist Ratings Methodology Change The Bull Case For Morningstar (MORN)?

Morningstar, Inc. has announced significant global updates to its forward-looking Morningstar Medalist Rating for managed investments, scheduled to go live in April 2026, including greater transparency into inputs, a new explicit Price Score, and fixed rating thresholds. A particularly distinctive change is the tenure-weighted “Fund Manager Successful Experience” metric, which tracks managers’ month-by-month excess returns versus category indexes over the past decade. Next, we’ll explore how...
NYSE:BKD
NYSE:BKDHealthcare

Brookdale Senior Living (BKD): Revisiting Valuation After a Sharp Multi‑Year Share Price Rebound

Brookdale Senior Living (BKD) has quietly turned into one of the market’s better comeback stories, with the stock climbing sharply this year as investors reassess both its balance sheet progress and senior housing demand trends. See our latest analysis for Brookdale Senior Living. That backdrop helps explain why investors have largely looked past recent volatility. A strong 30 day share price return of 16.29 percent and a powerful 3 year total shareholder return of 274.31 percent suggest...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Stronger Q3 Beat And Raised 2025 Outlook Could Be A Game Changer For Qualys (QLYS)

Qualys recently reported past third-quarter 2025 results that topped expectations, with revenue growing 10% year over year and full-year 2025 revenue and earnings guidance raised, alongside initial fourth-quarter guidance calling for continued growth. This stronger operational performance, combined with upbeat guidance, signals management’s confidence in demand for Qualys’ cloud-based security platform and its subscription-driven business model. We’ll now examine how Qualys’...