NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Is Dexcom (DXCM) Pricing Reflect Long Term Potential After Continuous Glucose Monitoring Focus?

If you are wondering whether DexCom's current share price reflects its long term potential, this article walks through what the numbers are actually saying about value. DexCom shares last closed at US$73.67, with recent returns of 4.2% over 7 days, 9.0% over 30 days and 10.7% year to date, set against a 16.6% 1 year decline and a 31.2% decline over 3 years. Recent news around DexCom has largely focused on its continuous glucose monitoring technology and how it fits into the wider diabetes...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial (SYF) Q4 EPS Drop Tests Bullish Low P/E Valuation Narrative

Synchrony Financial (SYF) has wrapped up FY 2025 with fourth quarter revenue of US$2,351 million and basic EPS of US$2.09, alongside net income excluding extra items of US$751 million as the latest snapshot of its consumer finance engine. The company has seen quarterly revenue move from US$2,240 million and EPS of US$1.93 in Q4 2024 to a range of US$2,227 million to US$2,677 million and EPS between US$1.91 and US$2.89 across 2025, setting up a full year where a trailing twelve month EPS of...
NasdaqGS:BPOP
NasdaqGS:BPOPBanks

Popular (BPOP) Margin Improvement Challenges Cautious Earnings Narratives

Popular (BPOP) closed out FY 2025 with fourth quarter revenue of US$751.8 million and basic EPS of US$3.53, while trailing twelve month revenue reached US$2.9 billion and EPS came in at US$12.31. Over the past few quarters, revenue has moved from US$665.1 million in Q3 2024 to US$689.4 million in Q4 2024 and then to US$751.8 million in Q4 2025, with quarterly EPS running from US$2.16 to US$2.51 and then to US$3.53 across the same periods. With net profit margin now higher than it was a year...
NYSE:GIS
NYSE:GISFood

General Mills Faces Recall Test While Refocusing Brand Portfolio

General Mills (NYSE:GIS) expanded its voluntary recall of Pillsbury Pizza Pops in Canada due to potential E. coli contamination. The broader recall affects additional lots of a well known frozen snack product in a key international market. The company also agreed to sell its Muir Glen organic tomato brand to Violet Foods. These moves reshape parts of General Mills' portfolio while it addresses a food safety issue in real time. General Mills, known for brands across cereal, snacks and...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Is Fluence Energy’s U.S.-Made Gridstack Pro Win in Arizona Reframing Its Competitive Edge (FLNC)?

Fluence Energy, Inc. announced it will supply its Gridstack Pro battery energy storage solution for the Pioneer Clean Energy Center in Yuma County, Arizona, a 300 MW ac solar plus 300 MW / 1,200 MWh storage project developed by BrightNight and Cordelio Power to enhance local grid reliability under a long-term tolling agreement. A distinctive element of this project is Fluence’s use of U.S.-manufactured cells, modules, enclosures, and thermal management systems, underscoring the company’s...
NYSE:HII
NYSE:HIIAerospace & Defense

Did Zumwalt Sea Trials and ATSP5 Win Just Shift Huntington Ingalls (HII) Investment Narrative?

HII’s Ingalls Shipbuilding division recently completed builder’s sea trials for the modernized USS Zumwalt, while its Mission Technologies unit secured a place on the 10-year, US$25.40 billions ATSP5 defense engineering contract. Together, progress on the Navy’s first Conventional Prompt Strike platform and access to a very large technology support contract underscore HII’s role across both advanced shipbuilding and defense electronics. Next, we’ll examine how the successful USS Zumwalt sea...
NYSE:IDA
NYSE:IDAElectric Utilities

How Investors Are Reacting To IDACORP (IDA) Balancing Dividends With Clean Energy And Infrastructure Spending

Earlier in January 2026, IDACORP’s board declared a US$0.88 per-share common stock dividend, payable on March 2, 2026 to shareholders of record on February 5, 2026, underscoring ongoing cash returns to investors. At the same time, its utility arm Idaho Power outlined multi-year infrastructure spending and a long-term move toward 100% clean energy, aligning dividend continuity with a large capital build-out and energy transition plan. Next, we’ll examine how IDACORP’s dividend declaration...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Fastly (FSLY) Is Up 17.1% After Edge AI Buzz And Clawdbot Hype - Has The Bull Case Changed?

Recently, Fastly drew attention after investor interest in edge cloud platforms increased, following competitor Cloudflare’s updates on its AI infrastructure capabilities and related sector momentum. The surge in attention around Clawdbot, an open-source AI agent built on Anthropic’s Claude and deployed on edge computing networks, highlighted how AI workloads could enhance the relevance of providers like Fastly in supporting next-generation applications. Against this backdrop, we’ll examine...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Is Capital Southwest (CSWC) Attractively Priced After Strong Five Year Share Price Gains?

If you are wondering whether Capital Southwest's current share price lines up with its underlying value, you are not alone. This article is built to help you frame that question clearly before you decide what to do next. Capital Southwest recently closed at US$23.38, with returns of 1.3% over 7 days, 6.6% over 30 days, 4.9% year to date, 17.9% over 1 year, 67.4% over 3 years, and 117.4% over 5 years. These figures give useful context for any valuation work you might be considering. Recent...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Is Zimmer Biomet (ZBH) Pricing Reflect Long Term Value After Multi Year Share Price Slide

Investors may be wondering whether Zimmer Biomet Holdings' current share price reflects its underlying value, or if the recent weakness has pushed it into potential opportunity territory. The stock closed at US$85.99, with a 0.9% decline over 7 days, a 5.3% decline over 30 days, a 4.5% decline year to date, and a 22.4% decline over the last year. It is 30.7% lower over 3 years and 41.7% lower over 5 years. Recent coverage of Zimmer Biomet has focused on its position in the medical devices...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs Government Deals Extend Growth Story But Raise Valuation Questions

Planet Labs PBC (NYSE:PL) has secured multi year enterprise agreements with the Swedish Armed Forces and the Slovenian government. The contracts expand the company’s role as a satellite data provider for defense and civil administration customers in Europe. These deals are expected to provide sustained revenue visibility through long term commitments from government clients. For investors watching NYSE:PL, these new agreements arrive with the stock at a share price of $28.07. The company’s...
NYSE:HLT
NYSE:HLTHospitality

Hilton Expands Into Apartment Stays As Valuation Premium Draws Scrutiny

Hilton Worldwide Holdings (NYSE:HLT) launched two new brands in 2025. The company introduced Apartment Collection by Hilton, entering the apartment style hospitality segment. The expansion targets guests seeking flexible and extended stay lodging options. For you as an investor watching Hilton Worldwide Holdings (NYSE:HLT), the 2025 launch of two new brands, including Apartment Collection by Hilton, points to a broader push across lodging formats. Hilton already spans full service, focused...
NYSE:KR
NYSE:KRConsumer Retailing

Did Kroger’s (KR) Nationwide Uber Eats Rollout Just Redefine Its Digital Reach and Convenience Story?

In January 2026, Uber Technologies and The Kroger Co. launched nearly 2,700 Kroger Family of Companies stores on the Uber Eats, Uber, and Postmates apps, giving customers nationwide access to full grocery assortments with on-demand and same day delivery. This broad rollout effectively turns Kroger’s extensive brick-and-mortar footprint into a far-reaching digital storefront, deepening its presence in the rapidly growing third-party delivery ecosystem. Next, we will examine how this...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Is NetApp’s Super Bowl LX Data Role Reframing Its Core Infrastructure Story For Investors (NTAP)?

NetApp announced that it is powering data operations for Super Bowl LX as the Official Intelligent Data Infrastructure Partner of the San Francisco 49ers and the NFL, providing the enterprise-grade data platform behind in-stadium and remote fan experiences. This role positions NetApp at the center of one of the world’s highest-profile, data-intensive sporting events, highlighting how its infrastructure underpins real-time video, sensor, and social media interactions for millions of fans...