NYSE:ROG
NYSE:ROGElectronic

What Rogers (ROG)'s Board Chair Transition and New Director Could Mean for Shareholders

In October 2025, Rogers Corporation announced that Peter Wallace, Chair of the Board of Directors, will not stand for re-election at the 2026 Annual Meeting, with Armand Lauzon immediately taking over as Chair and a new independent director to be added with input from Starboard Value LP. This leadership transition, featuring a veteran CEO with a history in industrial transformation, signals possible changes in the company's corporate governance and strategic priorities. We'll explore how...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

How Investors Are Reacting To Selective Insurance Group (SIGI) Dividend Hike and Share Buyback Amid Profit Challenges

Selective Insurance Group reported third-quarter 2025 results, with revenue rising to US$1.36 billion and net income reaching US$115.3 million, compared to the prior year. The company increased its quarterly dividend for the twelfth consecutive year and authorized a new US$200 million share repurchase program, even as profitability metrics came in below analyst forecasts. We'll review how persistent challenges in profitability, such as a higher combined ratio, influence Selective Insurance...
NYSE:LC
NYSE:LCConsumer Finance

Does LendingClub’s 19.8% Price Surge Signal Opportunity in 2025?

Wondering what to do with LendingClub stock right now? You are not alone, and the answer is not as easy as a simple yes or no. LendingClub’s shares have been catching the eye of investors lately, bouncing up a remarkable 19.8% in just the last week and notching a 10.4% gain over the past month. Over the long term, the returns get even more impressive, climbing 294.6% over five years. Momentum like this does not happen in a vacuum. A good chunk of LendingClub’s renewed interest comes as a...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ): Assessing Valuation After Recent Share Price Momentum

Johnson & Johnson (JNJ) shares have trended higher this month, building on momentum from the past 3 months. Investors are now weighing how the company's steady revenue and income growth may influence its longer-term outlook. See our latest analysis for Johnson & Johnson. Johnson & Johnson’s notable share price momentum over the past quarter builds on a year shaped by steady business performance and investor confidence. Backed by a nearly 8% 1-month share price return and a 22% total...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

East West Bancorp (EWBC) Is Up 6.8% After Record Q3 Earnings and Deposit Growth – What’s Next?

East West Bancorp reported record third-quarter 2025 financial results, with US$368.4 million in net income and US$778 million in revenue, surpassing analyst expectations, and announced a quarterly dividend of US$0.60 per share payable in November. The company also continued its share buyback program and saw robust deposit growth, which funded all loan growth, while posting record fee income and maintaining a strong capital position despite a slight increase in net charge-offs. We’ll explore...
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

ANI Pharmaceuticals (ANIP): What Recent Momentum Means for Its Valuation

ANI Pharmaceuticals (ANIP) shares have been on the move lately, drawing attention from investors examining the company’s long-term performance and recent developments. Returns for the past year and three years paint an interesting picture when set against broader pharmaceutical peers. See our latest analysis for ANI Pharmaceuticals. ANI Pharmaceuticals’ stock price momentum is tough to ignore right now. After a strong run over the past quarter and year-to-date, shares are trading at $94.24,...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit (RDDT): Evaluating Valuation as Ad Growth and AI-Fueled Partnerships Lift Analyst Outlooks

Reddit (NYSE:RDDT) has been getting plenty of attention after ramping up its advertising business and securing new AI-driven partnerships. The company’s rapid jump in active advertisers and user growth is making investors take a closer look. See our latest analysis for Reddit. Reddit's share price has delivered a 163% total shareholder return over the past year, far outpacing most tech peers. After a bumpy month, momentum has clearly rebounded, with a 6.7% gain just in the last day and...
NYSE:VVX
NYSE:VVXAerospace & Defense

V2X (VVX): Assessing Valuation After Tempest Platform Launch and 2025 AUSA Defense Technology Unveiling

V2X (VVX) drew investor interest after debuting its new Tempest Mobile Fires Platform and showcasing a suite of integrated defense solutions at the 2025 AUSA Annual Meeting in Washington, D.C. See our latest analysis for V2X. Momentum appears to be building for V2X, with the share price jumping over 26% in the last 90 days and notching a 29% gain year-to-date. However, the one-year total shareholder return remains slightly negative. The surge following fresh product launches and a...
NasdaqGM:QMCO
NasdaqGM:QMCOTech

A Fresh Look at Quantum (QMCO) Valuation Following Accounting Issues and Leadership Shake-Up

Quantum (QMCO) is making headlines after revealing major accounting issues that have led to the need for restating previous financial statements. These developments, which include the CEO's resignation, have sparked multiple class action lawsuits and weighed on investor confidence. See our latest analysis for Quantum. With Quantum under the microscope after its accounting revelations and CEO exit, the share price has staged a modest rebound in the past 90 days, returning nearly 18%. However,...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Assessing Grab (NasdaqGS:GRAB) Valuation as Investor Optimism Follows Strong Three-Year Shareholder Returns

Grab Holdings (GRAB) stock has been trending steadily, drawing interest from investors looking at shifts in Southeast Asia's ride-hailing and delivery markets. The stock has seen a mix of momentum and pullbacks over the past month. See our latest analysis for Grab Holdings. The share price has shown a burst of energy this year, up 23.4% year-to-date and rallying over 9% in the past three months. While the recent 1-day and 7-day share price returns have been positive, it is the 1-year total...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

Why BrightSpring Health Services (BTSG) Is Up 12.8% After Major Shareholder Exit and Buyback Plan

Earlier this week, BrightSpring Health Services announced strong third-quarter results, highlighting revenues of US$3.33 billion and a significant swing to net income, alongside the completion of a secondary offering by major shareholders who sold 15 million shares with no proceeds to the company itself. An interesting aspect is that the company paired this shareholder exit with an increased full-year revenue outlook and a concurrent plan to repurchase up to US$50 million of stock, signaling...
NYSE:EXPD
NYSE:EXPDLogistics

Expeditors International (EXPD): Is the Current Valuation Justified After Recent Flat Growth?

Expeditors International of Washington (EXPD) has seen its stock reflect a mix of small ups and downs recently, with a modest recovery over the past three months. Investors seem to be weighing near-flat growth in revenue and net income as they consider the company’s long-term returns. See our latest analysis for Expeditors International of Washington. After a modest climb through the first part of the year, Expeditors International of Washington’s share price momentum has eased a bit lately,...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Hub Group (HUBG): Evaluating Valuation Following Landmark Essendant Partnership and New Two-Day Delivery Initiative

Hub Group (HUBG) has just announced a three-year partnership with Essendant, combining their transportation networks to launch a two-day warehouse delivery model across nearly all major US markets. This move is getting attention from investors who are curious about its impact on logistics efficiency. See our latest analysis for Hub Group. While Hub Group’s two-day delivery partnership with Essendant has sparked renewed interest in its logistics capabilities, the market’s reaction has been...
NYSE:NOG
NYSE:NOGOil and Gas

How Northern Oil and Gas's Uinta Basin Acquisition and Raised Guidance Have Changed Its Investment Story (NOG)

Northern Oil and Gas recently completed a US$98.3 million acquisition of royalty and mineral interests in the Uinta Basin and raised its 2025 production guidance, reflecting improved well performance and expanded development activity. This acquisition adds significant undeveloped inventory and raises the company’s average net revenue interest, marking a shift in operational outlook and resource potential. We’ll explore how Northern Oil and Gas’s new production guidance, underpinned by...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Did Strong Q3 Results and Raised Guidance Just Shift Mobileye (MBLY)'s Investment Narrative?

Mobileye Global Inc. recently reported third-quarter 2025 earnings, posting revenue of US$504 million and a net loss substantially reduced from the prior year, as well as raising its full-year guidance. This improvement was supported by strong shipment growth, increased demand for driver-assist technology, and a major program win for Mobileye's EyeQ6 ADAS with a leading Western automaker. We'll examine how Mobileye's raised outlook and accelerating demand for ADAS solutions influence its...
NYSE:DHI
NYSE:DHIConsumer Durables

D.R. Horton (DHI) Valuation: Is There Still Upside After a Strong Year-to-Date Gain?

D.R. Horton (DHI) has been on the radar for investors recently, showing a mix of stock performance across different timeframes. With a year-to-date gain of 15%, it stands out even as the past month shows a slight dip. See our latest analysis for D.R. Horton. Even after a slight pullback recently, D.R. Horton’s year-to-date share price gain underscores momentum that has built steadily over time. While short-term price moves hint at shifting sentiment, the long-term total shareholder return, up...
OTCPK:NODB
OTCPK:NODBBanks

North Dallas Bank & Trust (NODB) Margin Surge Challenges Cautious View on Profit Trend

North Dallas Bank & Trust (NODB) reported net profit margins of 11.9%, up from 7.2% a year ago. This comes even as its earnings have declined at a 25.3% annual rate over the past five years. In the most recent year, however, earnings growth surged 89.9%, marking a sharp reversal from the longer-term trend. Management highlighted the high quality of these results. At the same time, the stock trades at a price-to-earnings ratio of 29x, well above both its peer average of 9.1x and the U.S. Banks...
NasdaqCM:AMPL
NasdaqCM:AMPLSoftware

Amplitude (AMPL): Evaluating Valuation After New AI Product Rollouts and Expanded Beta Launch

Amplitude (AMPL) just introduced the public launch of its Model Context Protocol server and expanded the beta of its AI Agents to all customers. These new tools highlight Amplitude’s ongoing effort to make insights from behavioral data even more accessible within familiar AI environments. See our latest analysis for Amplitude. Amplitude’s shares have been volatile this year, with a 1-day share price bump of 1.6% following its latest product rollout and a 7-day gain of 4.6%. Still, momentum...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba (NYSE:BABA) Valuation: Weighing AI Innovations and Singles’ Day Momentum

Alibaba Group Holding (NYSE:BABA) is making fresh headlines after unveiling new AI-powered features in its Quark app and introducing the Quark AI Glasses. These advances highlight the company’s commitment to artificial intelligence aimed at everyday users. At the same time, the company is seeing improved sales figures during China’s annual Singles’ Day shopping festival. This combination of tech innovation and consumer demand is bringing renewed investor attention to Alibaba’s stock. See our...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes (INVH): Evaluating Undervaluation and Future Potential in Today’s Residential Real Estate Market

Invitation Homes (INVH) has seen its stock move slightly in recent sessions, and investors are watching closely as the company navigates ongoing trends in the residential real estate market. With performance over the past month trending flat, questions remain about future growth drivers. See our latest analysis for Invitation Homes. Zooming out, Invitation Homes' share price has drifted lower over the past year, with a notable 1-year total shareholder return of -10.9% and only modest gains of...
NYSE:OWL
NYSE:OWLCapital Markets

Blue Owl Capital (OWL): Assessing Valuation After Recent Price Fluctuations

Blue Owl Capital (NYSE:OWL) saw its shares edge up by about 2% today, drawing investor attention as market participants consider the factors driving recent price movement. Over the past month, the stock’s performance has been somewhat mixed, prompting questions about its valuation and future prospects. See our latest analysis for Blue Owl Capital. Blue Owl Capital’s recent share price volatility is playing out against a backdrop of fading momentum, with a year-to-date share price return of...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

Gaming and Leisure Properties (GLPI) Valuation: Is the Market Overlooking Long-Term Upside Potential?

Gaming and Leisure Properties (GLPI) has been in the spotlight lately as investors look for insights into its recent share price movement and longer-term returns. The company’s performance offers some food for thought, particularly for anyone interested in real estate investment trusts. See our latest analysis for Gaming and Leisure Properties. GLPI’s share price has dipped modestly this year, with a recent close at $44.81 reflecting a year-to-date decline and a 1-year total shareholder...
NasdaqCM:PCT
NasdaqCM:PCTChemicals

PureCycle Technologies: Assessing Valuation Following EU Regulatory Green Light and European Expansion Plans

PureCycle Technologies, a US-based innovator in plastic recycling, has received the REACH Certificate of Compliance. This achievement allows the company to sell its PureFive resin across the European Union and represents a meaningful milestone in its international expansion efforts. See our latest analysis for PureCycle Technologies. As PureCycle secures regulatory approval to sell its recycled resin across the EU and pursues a new facility in Belgium, the market has yet to match that...
NYSE:UP
NYSE:UPAirlines

Wheels Up Experience (UP): Evaluating Valuation After Major Premium Dining Partnership With Chef Robert Irvine

Wheels Up Experience (NYSE:UP) just revealed its new culinary collaboration with AtYourJet and Chef Robert Irvine, introducing changes to the premium in-flight dining scene. The partnership arrives alongside the Wheels Up Signature Membership launch, aligning service upgrades with strategic business goals. See our latest analysis for Wheels Up Experience. The news of this high-profile partnership helped shift attention from Wheels Up Experience’s tough long-term track record. Momentum remains...