NasdaqGM:RAPP
NasdaqGM:RAPPPharmaceuticals

Can Rapport Therapeutics’ (RAPP) RAP-219 Data Details Reframe Its Neurology Pipeline Valuation?

Rapport Therapeutics announced that it will present detailed Phase 2a data for its lead candidate RAP-219 in focal onset seizures, including efficacy and safety outcomes, at the American Epilepsy Society Annual Meeting in Atlanta on December 5–9, 2025. A particularly interesting angle for investors is the planned disclosure of how RAP-219’s efficacy varies over the first month of treatment and across different baseline disease severities, offering a deeper look at its potential clinical...
NYSE:NWN
NYSE:NWNGas Utilities

Northwest Natural (NWN): Assessing Valuation After a Steady 21% Year-to-Date Share Price Climb

Northwest Natural Holding (NWN) has quietly built a solid track record, with shares up about 17% over the past year and roughly 15% in the past 3 months, supported by steady earnings growth. See our latest analysis for Northwest Natural Holding. With the share price now at $47.86, that 21.1% year to date share price return and 16.8% one year total shareholder return point to steadily building momentum as investors warm to its regulated growth profile and income appeal. If Northwest Natural’s...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Is Cimpress (CMPR) Quietly Recasting VistaPrint’s North America Strategy With Its New Category Chief?

Cimpress’ VistaPrint business has appointed industry veteran Dave DeSandre as Senior Vice President of North America, Category Management, effective December 1, 2025, reporting directly to CEO Florian Baumgartner to lead product innovation, customer experience and commercial execution across the region. DeSandre’s background in scaling Wayfair’s B2B platform into a multi-billion dollar offering suggests Cimpress is reinforcing its push into higher-value, customer-centric categories and...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Stronger Q3 Beat and Gen2X Launch Might Change The Case For Investing In Impinj (PI)

In late 2025, Impinj reported third-quarter results that exceeded market expectations, with earnings per share of US$0.58 and revenue of US$96.1 million, while also unveiling new Gen2X RFID innovations aimed at combating counterfeiting and improving tag targeting at its Solutions Developers Conference 2025. These results build on several years of strong revenue and earnings growth, reinforcing the view that Impinj’s product innovation and operating leverage are increasingly central to its...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

A Look at Kymera Therapeutics (KYMR) Valuation Following BROADEN2 Phase 2b KT-621 Dosing Milestone

Kymera Therapeutics (KYMR) just kicked off dosing in its BROADEN2 Phase 2b trial for KT-621 in moderate to severe atopic dermatitis, a milestone that helps explain the stock’s recent momentum. See our latest analysis for Kymera Therapeutics. The BROADEN2 dosing news lands after a strong run, with a 90 day share price return of 51.67% and a three year total shareholder return of 151.87%, suggesting momentum is clearly building as investors reassess Kymera’s growth potential. If this kind of...
NYSE:EMN
NYSE:EMNChemicals

Does Weaker Q3 Results And Aggressive Cost Cuts Change The Bull Case For Eastman Chemical (EMN)?

Eastman Chemical recently reported third-quarter 2025 earnings and revenue that came in below expectations, citing weaker demand across its major segments and emphasizing efforts to cut structural costs, reduce inventories, and strengthen cash generation. Alongside these operational updates, Eastman’s upcoming presentation at Citigroup’s 2025 Basic Materials Conference will give investors a closer look at how management plans to execute its cost savings and capital allocation...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS): Reassessing Valuation After Share Price Slump and ETF Expansion Strategy

Cohen & Steers (CNS) has been under pressure this year, with shares sliding more than 32% as investors reassess asset managers in a tougher market and grapple with shifting sentiment toward active strategies. See our latest analysis for Cohen & Steers. That drop has left Cohen & Steers trading around $62.40, with a steep year to date share price return of about minus 32%. The one year total shareholder return of roughly minus 36% contrasts with a modest positive three year total shareholder...
NYSE:TFX
NYSE:TFXMedical Equipment

Is Teleflex A Hidden Opportunity After Sharpening Its Medtech Portfolio In 2025?

Wondering if Teleflex at around $119 a share is a value trap or a quiet opportunity in medical devices? You are not alone. This stock has been on a lot of watchlists lately. Despite being down roughly 33.5% year to date and 35.7% over the last year, the stock has shown a modest 3.3% bounce in the past week, even after a slightly negative 30 day move. Recent headlines have focused on Teleflex sharpening its portfolio in core interventional and surgical product lines and leaning into higher...
NYSE:CARR
NYSE:CARRBuilding

Does Carrier’s Bigger Dividend and US$5 Billion Buyback Refine Its Capital Allocation Story (CARR)?

Carrier Global’s board has approved a higher quarterly dividend of US$0.24 per share, payable on 9 February 2026 to investors recorded as shareholders on 20 January 2026. This larger dividend, alongside the previously announced US$5.00 billion share buyback plan, highlights Carrier’s focus on returning capital while its core HVAC and refrigeration businesses face mixed end‑market conditions. We’ll now explore how Carrier’s higher dividend, paired with its large buyback program, influences...
NYSE:CBT
NYSE:CBTChemicals

Cabot (CBT) Valuation After Leadership Shift in Reinforcement Materials Segment

Cabot (CBT) just made a meaningful leadership move by naming long time insider William Masterson to run its Reinforcement Materials segment after the immediate exit of Matthew Wood, and investors are asking what this means for the stock. See our latest analysis for Cabot. The leadership shake up lands at a tricky time for Cabot, with its 90 day share price return of minus 20.34 percent and 1 year total shareholder return of minus 38.59 percent signaling fading momentum despite a much...
NYSE:TALO
NYSE:TALOOil and Gas

Will Talos Energy's Q3 Profit Beat and Daenerys Oil Find Change Talos Energy's (TALO) Narrative

Talos Energy recently reported strong Q3 2025 results, delivering a surprise profit and revenue beat for the fifth straight quarter while confirming a major oil discovery at its Daenerys prospect in the Gulf of Mexico. This combination of consistent earnings outperformance and a new Gulf of Mexico find strengthens the company’s production outlook and operational momentum going forward. We’ll now explore how Talos Energy’s surprise Q3 profitability and the Daenerys discovery may reshape its...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Will Driven Brands’ (DRVN) Post-Car Wash Revenue Guidance Shift Change Its Core Investment Narrative?

Driven Brands Holdings Inc. previously updated its 2025 earnings guidance, projecting revenue of US$1.85 billion to US$1.87 billion from continuing operations after reclassifying its international car wash arm as discontinued following a divestiture. This shift sharpens the focus on the core ongoing business, giving investors a clearer view of future revenue streams without the divested car wash operations. Next, we’ll examine how this revised revenue outlook, reshaped by the international...
NYSE:COHR
NYSE:COHRElectronic

Coherent (COHR) Is Up 11.0% After Advancing 300mm Silicon Carbide Platform For AI Datacenters

In early December 2025, Coherent Corp. announced a major milestone in its next-generation 300mm silicon carbide platform, targeting higher thermal efficiency and scalability for AI datacenter infrastructure while also supporting AR/VR and power electronics applications. This shift to larger-diameter, conductive SiC wafers is important because it can improve energy efficiency, thermal performance, and cost per chip across multiple high-growth technology markets. Next, we’ll examine how...
NYSE:NSP
NYSE:NSPProfessional Services

Reassessing Insperity (NSP) Valuation After Stadium Capital Stake and New UnitedHealthcare Contract

Insperity (NSP) just drew fresh attention as Stadium Capital Management built a sizable new stake, right as the company locked in a multi year UnitedHealthcare contract designed to tame large claim healthcare costs. See our latest analysis for Insperity. Even with today’s pop, reflected in a 1 day share price return of 3.87 percent, Insperity’s 1 year total shareholder return of negative 55.08 percent and 3 year total shareholder return of negative 66.62 percent show that the stock is still...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Group (CG) valuation check after weak earnings, revenue miss and peer-lagging quarterly performance

Carlyle Group (CG) just turned in a rough earnings report, with revenue down sharply year on year and both sales and EPS missing expectations, making it the weakest performer in its peer group. See our latest analysis for Carlyle Group. Even with the weak quarter, investors have mostly looked through the noise, with a 1 month share price return of 7.68% offsetting a softer 90 day move and backing up a hefty 3 year total shareholder return of 113.09%. This suggests longer term momentum remains...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Huron Consulting Group (HURN): Valuation Check After New NLHS Digital Health Collaboration Announcement

Huron Consulting Group (HURN) is back in the spotlight after joining Keyin College, Vantiq, and Newfoundland and Labrador Health Services in a new digital health collaboration under NLHS's 2025 to 2026 Innovation Strategy. See our latest analysis for Huron Consulting Group. Investors seem to be rewarding Huron for exactly these kinds of healthcare and digital transformation wins. The latest share price is $166.23, with a strong year to date share price return of 34.81 percent and a standout...
NYSE:CNX
NYSE:CNXOil and Gas

CNX Resources (CNX): Reassessing Valuation After Strong Q3 Beat, Leadership Changes and a New 52-Week High

CNX Resources (CNX) just checked several big boxes for investors, topping Q3 expectations, announcing a C suite shake up, and pushing to a fresh 52 week high on renewed market confidence. See our latest analysis for CNX Resources. At $40.39, CNX’s recent 17.04% 1 month share price return and 307.98% 5 year total shareholder return indicate that momentum may still be building as the market reassesses its growth and risk profile. If CNX’s run has you rethinking where the next big movers might...
NasdaqGS:TYRA
NasdaqGS:TYRABiotechs

Tyra Biosciences (TYRA): Assessing Valuation After New Leadership Hires to Drive Dabogratinib Pipeline Forward

Tyra Biosciences (TYRA) is shaking up its leadership team, bringing in seasoned operators Bhavesh Ashar as Chief Operating Officer and Heather Faulds as Chief Regulatory Officer, with a clear focus on advancing oral dabogratinib. See our latest analysis for Tyra Biosciences. The leadership shake up lands at a time when sentiment is already improving, with a roughly 45 percent 1 month share price return helping drive a stronger 3 month share price performance and underlining building momentum...
NYSE:LC
NYSE:LCConsumer Finance

Does LendingClub (LC) Shifting More Loans Held‑for‑Sale Quietly Redefine Its Core Earnings Model?

LendingClub recently highlighted its growing foothold among the “motivated middle” of consumers and its shift from holding loans for investment to classifying more loans as held-for-sale, aiming to reshape how it generates revenue. This pivot toward a more sale-oriented loan book, combined with a strong repeat-borrower base in today’s credit conditions, could alter how LendingClub balances growth, risk, and earnings mix over time. We’ll now examine how LendingClub’s move toward held-for-sale...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

eBay (EBAY): Assessing Valuation After a Strong Year of Share Price Gains

eBay (EBAY) has quietly outperformed over the past year, with the stock up around 31% and the business still throwing off steady profits. That combination naturally raises a question about valuation. See our latest analysis for eBay. Over the past year, that upward grind in eBay’s share price, reflected in a roughly 32% year to date share price return and a three year total shareholder return above 100%, signals that investors are steadily rewarding its resilient cash generation even as near...
NYSE:QBTS
NYSE:QBTSSoftware

Reassessing D-Wave Quantum (QBTS) Valuation as It Launches a U.S. Government-Focused Quantum Business Unit

D-Wave Quantum (QBTS) just carved out a dedicated business unit to court U.S. government work, a meaningful shift that ties its quantum hardware and services directly to rising federal, defense, and national security demand. See our latest analysis for D-Wave Quantum. The move comes as D-Wave’s share price has swung sharply, with an 11.47 percent 1 day share price return and a 30 day share price pullback after a powerful 90 day share price return and 1 year total shareholder return of 744.44...
NYSE:RJF
NYSE:RJFCapital Markets

Raymond James Financial (RJF): Reassessing Valuation After Series B Redemption and Goldman Sachs Conviction List Exit

Raymond James Financial (RJF) is shaking up its capital structure by redeeming its 6.375% Series B preferred shares and being removed from the Goldman Sachs US Conviction List, a one two combination investors should unpack. See our latest analysis for Raymond James Financial. Those moves come after a choppier stretch for the stock, with a recent 1 day share price return of 2.02 percent lifting Raymond James Financial to 158.79 dollars. Its 1 year total shareholder return is modestly negative,...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

How Investors May Respond To Harmonic (HLIT) Powering Telia’s Virtualized Broadband Upgrade With cOS Platform

Harmonic recently announced that Telia, Norway’s second-largest telecom operator, is upgrading its broadband network using Harmonic’s cOS virtualized broadband platform, including migration to DOCSIS 3.1 and deployment of automation, analytics and spectrum management tools. This deal highlights growing operator interest in virtualized, software-based broadband infrastructure that can cut operating costs, extend hardware lifecycles and support higher-speed services. Against this backdrop,...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty (ELF): Reassessing Valuation After Morgan Stanley Update Renews Investor Confidence

e.l.f. Beauty (ELF) rose after its appearance at the Morgan Stanley conference, where management explained how they plan to navigate weaker guidance, tariff pressure, and softening demand while still aiming to maintain growth. See our latest analysis for e.l.f. Beauty. That bounce at the Morgan Stanley event comes after a rough stretch, with the 30 day share price return down 33.55% and the year to date share price return off 34.65%. Even though the five year total shareholder return of...