NYSE:CXM
NYSE:CXMSoftware

How Investors May Respond To Sprinklr (CXM) Q3 Beat And New 2026 Revenue Guidance

In early December 2025, Sprinklr reported third-quarter revenue of US$219.07 million and net income of US$2.9 million, alongside new fourth-quarter and full-year 2026 revenue guidance of US$216.5–217.5 million and US$853–854 million, respectively. Award recognition from ADWEEK and L’Oréal’s large-scale use of Sprinklr Advocacy, which generated very large organic impressions and a 4x return on investment, underline how major brands are using Sprinklr’s AI-native platform to run social media,...
NYSE:WFC
NYSE:WFCBanks

What Wells Fargo (WFC)'s AI Job Cuts, Digital Push, and Legal Settlement Mean For Shareholders

Wells Fargo recently reached a US$33.00 million global settlement over lawsuits alleging it facilitated deceptive subscription schemes, while also issuing several new senior unsecured notes maturing between 2029 and 2040 and outlining plans to cut headcount as artificial intelligence is rolled out across its operations. A Wells Fargo survey shows Gen Z and Millennials rapidly shifting toward digital cash gifts and tips via platforms like Zelle, underscoring how changing customer payment...
NYSE:O
NYSE:ORetail REITs

Does Realty Income’s 133rd Dividend Raise Signal Durable Cash Flows or Limited Reinvestment Options for O?

Earlier this month, Realty Income Corporation declared a small increase in its monthly cash dividend to US$0.2700 per share, payable on January 15, 2026, for shareholders of record on December 31, 2025, lifting the annualized payout to US$3.240 per share. This 133rd dividend increase since its 1994 NYSE listing reinforces Realty Income’s reputation as “The Monthly Dividend Company” and underlines management’s confidence in the REIT’s recurring cash flows. Next, we’ll examine how this latest...
NasdaqGM:ATAI
NasdaqGM:ATAIPharmaceuticals

New EMP-01 Patent Win Could Be A Game Changer For Atai Beckley (ATAI)

Atai Beckley N.V. recently announced that the United States Patent and Trademark Office has granted a new patent covering EMP-01, its oral R-MDMA candidate, with exclusivity expected through 2043. This expanded intellectual property protection strengthens Atai Beckley’s position in psychedelic therapeutics ahead of anticipated Phase 2a data in social anxiety disorder, due in early 2026. Next, we’ll examine how this extended EMP-01 patent protection shapes Atai Beckley’s investment narrative...
NYSE:ALLE
NYSE:ALLEBuilding

Is Allegion Share Price Still Attractive After 28% 2025 Rally and IoT Expansion?

If you are wondering whether Allegion at around $164 a share is still a smart buy or if the easy gains are behind it, this breakdown will help you decide whether the current price makes sense. The stock is up 2.4% over the last week and 28.1% year to date, even after a modest 1.7% dip over the past month. This suggests that the market still sees solid long term potential in the story. Recent headlines have focused on Allegion expanding its presence in electronic and IoT enabled security...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Workday (WDAY): Reassessing Valuation After Buy Upgrade, 2026 Guidance Lift, and AI‑Driven Growth Momentum

Workday (WDAY) is back in the spotlight after a fresh upgrade to a Buy, with investors reassessing the stock as management lifts 2026 revenue guidance and leans into a sizable buyback. See our latest analysis for Workday. The upgrade lands after a choppy stretch, with the share price down around 11% year to date and a 1 year total shareholder return of roughly minus 18%. However, Workday’s solid three year total shareholder return of about 28% suggests longer term momentum is still intact as...
NYSE:CNC
NYSE:CNCHealthcare

Did Policy Tailwinds And Fund Backing Just Reframe Centene's (CNC) Government-Dependency Narrative?

Recently, Centene was highlighted by Hotchkis & Wiley's Mid-Cap Value Fund for its leadership in managed Medicaid, while a Politico report indicated the White House intends to seek a two-year extension of Obamacare subsidies, supporting insurers focused on Affordable Care Act marketplaces. This combination of supportive policy signals and endorsement from a major institutional investor underscores how crucial government-backed programs are to Centene’s business model and future revenue...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

Does CorMedix’s (CRMD) Insider Sale After a Strong Quarter Clarify or Complicate Its Growth Story?

On 9 December 2025, CorMedix director Steven W. Lefkowitz sold 40,000 shares of common stock for about US$475,200, leaving him with 80,498 shares, shortly after the company reported Q3 2025 earnings and revenue that significantly exceeded market forecasts. The combination of robust quarterly results and insider selling draws attention to how CorMedix’s recent operational momentum aligns with leadership’s portfolio decisions. With CorMedix’s Q3 earnings beating expectations, we’ll examine how...
NYSE:ADM
NYSE:ADMFood

Reduced Earnings Outlook Amid Policy Turmoil Could Be A Game Changer For Archer-Daniels-Midland (ADM)

Earlier this week, Archer-Daniels-Midland cut its full-year adjusted earnings guidance to US$3.25–US$3.50 per share, citing trade uncertainty with China and unclear biofuel policies despite beating quarterly earnings expectations. This guidance reset highlights how sensitive ADM’s profit outlook is to external policy and trade conditions across its global agricultural and biofuels operations. We’ll now examine how ADM’s reduced earnings guidance, driven by trade and biofuel policy...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

Keurig Dr Pepper (KDP): Assessing Valuation After Recent Share Price Momentum

Keurig Dr Pepper (KDP) has been quietly grinding higher, with the stock up about 10% over the past month and 8% in the past 3 months, even as its year to date return remains negative. See our latest analysis for Keurig Dr Pepper. That recent 30 day share price momentum of just over 10% is starting to chip away at a tougher year to date patch, even though the one year total shareholder return is still slightly negative. This suggests sentiment may be cautiously turning as investors reassess...
NYSE:V
NYSE:VDiversified Financial

Has the Market Already Rewarded Visa’s 2025 Rally or Is Upside Still Ahead?

Wondering if Visa is still a buy at these levels, or if most of the upside has already been priced in? You are not alone. This is exactly where a closer look at valuation can give you an edge. Over the past week Visa has climbed 5.7%, is up 2.0% over the last month, and has gained 9.9% year to date, adding to a 10.8% return over the last year and roughly 70% over both three and five years. These moves have come as markets continue to reward dominant payment networks for their resilience and...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN): Reassessing Valuation After a Recent Pullback in the Share Price

Eaton (ETN) has quietly become one of the market’s more interesting industrials, with the stock slipping about 5% over the past month even as its long term growth story remains intact. See our latest analysis for Eaton. At around $350.36, Eaton’s recent 30 day share price pullback of roughly 4.8% comes after a strong multi year run. The three year total shareholder return is still above 135%, suggesting momentum is cooling rather than broken. If Eaton’s move has you rethinking where the next...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

Assessing Perdoceo Education (PRDO)’s Valuation After a Recent Share Price Pullback

Perdoceo Education (PRDO) has quietly pulled back almost 9% over the past month even as its longer term track record and steady revenue and earnings growth paint a very different picture for patient investors. See our latest analysis for Perdoceo Education. The recent slide looks more like a breather than a breakdown, with a 30 day share price return of negative 8.9% coming after a solid year to date share price gain and a standout three year total shareholder return above 120%. This suggests...
NasdaqGS:ASYS
NasdaqGS:ASYSSemiconductor

Amtech Systems (ASYS) Q4 Profit of $0.07 EPS Tests Bearish Margin Narratives

Amtech Systems (ASYS) has just posted its FY 2025 fourth quarter numbers, with revenue of about $19.8 million and EPS of roughly $0.07 setting the tone for the latest print. Over the past six quarters, the company has seen quarterly revenue move from about $24.1 million in Q4 2024 to a peak of $26.7 million in Q3 2024 before landing at $19.8 million in Q4 2025. Over the same period, EPS has swung from a loss of roughly $0.04 in Q4 2024 to a deep trough of about negative $2.23 in Q2 2025 and...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen (BIIB) Is Down 5.2% After HSBC Downgrade Amid Mixed Drug Pipeline Signals – Has The Bull Case Changed?

In recent days, Stoke Therapeutics and Biogen reported encouraging long-term Phase 1/2a and extension data for zorevunersen in Dravet syndrome, while Eisai and Biogen shared new clinical and real-world insights on LEQEMBI and its subcutaneous formulation for early Alzheimer’s disease, alongside additional regulatory milestones and broader market access moves. Yet, HSBC’s downgrade of Biogen on concerns over declining CD20 collaboration royalties and growth risks highlights how questions...
NasdaqCM:RCT
NasdaqCM:RCTRetail Distributors

RedCloud Holdings (RCT) Revenue Surge Tests Bullish Growth Narrative Despite Deepening Losses

RedCloud Holdings (NasdaqCM:RCT) just posted its H1 2025 scorecard, with trailing twelve month revenue of about $48.4 million and a basic EPS of roughly -$1.76. This sets a clear backdrop of rapid top line expansion paired with ongoing losses. The company has seen revenue move from $13.6 million in H2 2023 to $16.1 million in H1 2024 and then $30.4 million in H2 2024. Over those same halves, EPS shifted from about -$4.20 to -$0.51 and then a much steeper -$17.85. That combination of fast...
NYSE:WLY
NYSE:WLYMedia

Does Wiley’s (WLY) Bigger Buybacks and 32-Year Dividend Streak Redefine Its Capital Allocation Story?

John Wiley & Sons, Inc. recently reported fiscal Q2 2026 results showing slightly lower sales of US$421.75 million but higher net income of US$44.89 million, and completed a US$177.54 million buyback program while authorizing up to US$250 million in new repurchases. The company also lifted its quarterly dividend for the 32nd straight year and increased its Fiscal 2026 buyback allocation to US$100 million, underscoring management’s confidence in long-term demand for its content and AI-related...
NYSE:MTN
NYSE:MTNHospitality

Vail Resorts (MTN) Q1 2026: Wider EPS Loss Tests Bullish Margin‑Improvement Narrative

Vail Resorts (MTN) opened fiscal Q1 2026 with revenue of about $271 million, a basic EPS loss of roughly $5.20, and net income excluding extra items of around negative $187 million, setting a cautious tone for the new season. The company has seen quarterly revenue move from about $260 million in Q1 2025 to roughly $271 million in Q1 2026, while basic EPS shifted from a loss of about $4.62 to a loss of roughly $5.20 over the same period, giving investors a mixed read on top line stability...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Bel Fuse (BELF.A): Assessing Valuation After a Strong Multi‑Month Share Price Rally

Bel Fuse (BELF.A) has quietly put up a strong run lately, with the stock gaining about 22% over the past month and more than 31% in the past 3 months. See our latest analysis for Bel Fuse. Zooming out, the recent rally fits into a much bigger move, with a strong year to date share price return helping push Bel Fuse to around $155.40 as investors warm to its growth trajectory and reassess risk. If Bel Fuse’s momentum has you rethinking your tech exposure, it might be a good moment to scan...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Does SkyWest Still Offer Value After Its 495% Three Year Surge?

If you have been wondering whether SkyWest at around $107 a share is still good value after its big comeback, you are not alone. This article is designed to walk you through that question step by step. The stock has climbed 5.2% over the last week, 10.6% over the past month, and 495.2% over three years, which naturally raises the question of how much upside, or downside, might be left from here. Recently, investors have been focused on SkyWest’s progress in rebuilding regional capacity and...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (NYSE:MANU) Q1 Loss Deepens, Testing Turnaround Profitability Narrative

Manchester United (NYSE:MANU) opened Q1 2026 with revenue of about £140.3 million and a basic EPS of roughly -£0.04, alongside net income of around -£6.6 million, keeping the club in loss-making territory even as it reports another busy quarter of activity. The club has seen quarterly revenue move between roughly £143.1 million and £198.7 million over the past year while EPS has swung from £0.01 to as low as about -£0.16, which sets up a narrative where a growing top line and negative EPS...
NYSE:BE
NYSE:BEElectrical

Has Bloom Energy’s 366% Surge Left Any Upside in 2025?

Wondering if Bloom Energy is still worth buying after its massive run up, or if the easy money has already been made? Let us break down what the recent action really implies for its underlying value. Despite a sharp pullback over the last week and month, with returns of -7.7% over 7 days and -14.2% over 30 days, the stock is still up an eye catching 366.4% year to date and 339.3% over the past year, with multi year gains above 300%. These swings have come as investor attention has shifted...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Should Payoneer’s AI Fraud Upgrade With Oscilar Require Action From Payoneer Global (PAYO) Investors?

Payoneer recently announced a partnership with Oscilar, integrating its AI- and machine-learning-based fraud and risk intelligence platform across Payoneer’s core global payment systems to improve predictive monitoring and automation. This upgrade in fraud prevention aims to tighten risk controls while keeping customer interactions smooth, which could strengthen Payoneer’s competitive position in cross-border payments for small and medium-sized businesses. Next, we’ll examine how Payoneer’s...
NYSE:AMTM
NYSE:AMTMProfessional Services

Assessing Amentum (AMTM) Valuation After Major CTRIC IV and DISA Contract Wins

Amentum Holdings (AMTM) just added another long term growth lever, landing a prime spot on the Defense Threat Reduction Agency's $3.5 billion CTRIC IV program alongside a fresh $120 million DISA computing services win. See our latest analysis for Amentum Holdings. Those twin defense wins seem to be feeding into the story, with the latest share price at $30.13 and a punchy 1 month share price return of 31.23% capping a 39.10% year to date share price gain. This suggests momentum is building as...