NYSE:CAAP
NYSE:CAAPInfrastructure

What Corporación América Airports (CAAP)'s Broad-Based November Traffic Growth Means For Shareholders

Corporación América Airports reported November 2025 operating results showing 7,138,000 passengers, 39,700 tons of cargo, and 72,000 aircraft movements, all above prior-year traffic levels except for a small cargo dip. Year-to-date through November 2025, passenger volumes exceeded 79,136,000 and aircraft movements approached 799,600, underscoring broad-based traffic growth across the company’s network. Next, we’ll consider how this broad-based passenger growth, especially in Argentina and...
NYSE:IR
NYSE:IRMachinery

Ingersoll Rand (IR): Reassessing Valuation After Jerome Guillen Joins the Board

Ingersoll Rand (IR) just added former Tesla executive Jerome Guillen to its Board, a governance move that signals fresh thinking on operations, automation, and sustainability. This gives investors another angle on the stock’s long term trajectory. See our latest analysis for Ingersoll Rand. The timing is interesting, with today’s 2.32 percent 1 day share price return nudging the stock off year to date weakness. This comes even as the 1 year total shareholder return sits modestly negative and...
NasdaqGM:CSTL
NasdaqGM:CSTLHealthcare

Castle Biosciences (CSTL) Is Up 6.5% After New Melanoma Data Validates DecisionDx Tests

Castle Biosciences recently reported new clinical data in Nature Communications and an independent consensus paper, both reinforcing the prognostic value of its DecisionDx-UM and DecisionDx-Melanoma gene expression profile tests for guiding melanoma patient management. The combination of prospective multicenter evidence and unanimous expert endorsement strengthens the clinical standing of Castle’s melanoma portfolio as an integrated part of established staging guidelines and...
NYSE:WRB
NYSE:WRBInsurance

Should Insider Buying, Special Dividend and Leadership Changes Require Action From W. R. Berkley (WRB) Investors?

Earlier this month, W. R. Berkley Corporation presented at the Goldman Sachs 2025 U.S. Financial Services Conference in New York, while insiders and Mitsui Sumitomo Insurance Co. increased their holdings and the company declared a US$1.00 per share special dividend for payment on December 29, 2025. Taken together, the insider and institutional buying, special dividend, and leadership change at Berkley Net point to rising internal and external confidence in W. R. Berkley’s direction. We’ll...
NYSE:TDC
NYSE:TDCSoftware

Will Growing Analyst Optimism on AI Competition Change Teradata's (TDC) Long‑Term Narrative?

In recent weeks, several Wall Street analysts have shifted to more positive views on Teradata, upgrading their ratings and signaling increased confidence in its business outlook. This growing analyst support highlights a changing perception of Teradata’s ability to compete in the evolving analytics and AI infrastructure market. Now we’ll explore how this wave of analyst upgrades could reshape Teradata’s investment narrative and its perceived long-term positioning. Find companies with...
NasdaqCM:RCAT
NasdaqCM:RCATElectronic

Red Cat Holdings (RCAT): Assessing Valuation After Inclusion in the S&P Aerospace & Defense Select Industry Index

Red Cat Holdings (RCAT) just rotated into the S&P Aerospace & Defense Select Industry Index and out of the S&P Technology Hardware index, a quiet classification shift that can still reshape who owns this stock. See our latest analysis for Red Cat Holdings. That reclassification comes just as sentiment has flipped, with a 30 day share price return of 44.97 percent and a sharp 7 day bounce, even though the year to date share price return remains negative and the 3 year total shareholder return...
NYSE:ULS
NYSE:ULSProfessional Services

How Investors May Respond To UL Solutions (ULS) Index Inclusion, Share Sale, And Saudi Fire-Safety Partnership

In December 2025, UL Solutions Inc. was added to the S&P 1000 index, while a major stockholder completed a secondary sale of 14,375,000 existing Class A shares at US$78.00 each, and Saudi Electricity Company announced an MOU with UL Solutions to enhance fire protection and life safety standards in Saudi Arabia. This combination of index inclusion, broadened fire-safety collaboration in a key energy market, and increased free float could influence UL Solutions’ liquidity profile, customer...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE): Assessing Valuation After a Sharp Year-to-Date Share Price Rerating

Recent performance and what is driving interest Bloom Energy (BE) has quietly turned into a strong momentum story, with the stock up nearly 3% over the past week and almost tripling so far this year, far outpacing broader clean energy peers. See our latest analysis for Bloom Energy. Zooming out, Bloom Energy’s 294.78% year to date share price return and 281.24% one year total shareholder return show strong, building momentum as investors reprice its growth and risk profile. If Bloom’s surge...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Is Dividend Slashing And Legal Scrutiny Altering The Investment Case For Cogent Communications (CCOI)?

In recent months, Robbins Geller Rudman & Dowd LLP began investigating Cogent Communications Holdings for potential securities law violations after the company reported a roughly 6% year-over-year service revenue decline and a very large dividend cut of about 98%. This combination of weaker operating trends and an abrupt dividend reset has raised fresh questions about Cogent’s disclosure practices and balance between shareholder payouts and business reinvestment. We’ll now examine how the...
NasdaqCM:ABAT
NasdaqCM:ABATMetals and Mining

Why American Battery Technology (ABAT) Is Up 5.9% After Joining the S&P/TSX Global Mining Index

American Battery Technology Company (NasdaqCM: ABAT) was recently added to the S&P/TSX Global Mining Index, reflecting its role in technologies for extracting and recycling critical battery materials. This index inclusion can broaden the company’s exposure to institutional investors and passive funds that track global mining benchmarks. We’ll now examine how American Battery Technology’s new place in the S&P/TSX Global Mining Index shapes its broader investment narrative. These 13 companies...
NYSE:MOD
NYSE:MODBuilding

Evaluating Modine Manufacturing (MOD) Stock Valuation as Earnings Momentum and Growth Expectations Draw Investor Focus

Modine Manufacturing (MOD) just added a new wrinkle to its stock story with a formal retirement plan for Climate Solutions president Eric McGinnis, even as investors focus on the companys earnings momentum. See our latest analysis for Modine Manufacturing. The planned transition for McGinnis lands as Modine’s 1 year to date share price return of 17.96 percent and 3 year total shareholder return of 597.71 percent signal momentum that is moderating, not stalling, near the 137.03 dollar mark. If...
NYSE:BBY
NYSE:BBYSpecialty Retail

Is Best Buy’s Q3 Beat And Board Refresh Altering The Investment Case For Best Buy (BBY)?

Earlier in December, Best Buy reported third-quarter revenue of US$9.67 billion, up 2.4% year on year and about 1% above analyst expectations, while also slightly beating EBITDA estimates. On December 5, 2025, Best Buy’s board further reinforced its governance and oversight by appointing Mr. Jadeja to the Compensation and Human Resources Committee and the Finance and Investment Policy Committee, effective March 2, 2026. With strong quarterly results outpacing forecasts yet followed by a...
NYSE:GTY
NYSE:GTYRetail REITs

Getty Realty (GTY): Assessing Whether This Dividend REIT Looks Undervalued After Recent Share Performance

Getty Realty (GTY) has been quietly grinding along, and its recent performance leaves investors weighing income stability against sluggish share returns. With dividend-focused REITs back in focus, this stock deserves a closer look. See our latest analysis for Getty Realty. At around $28.19, Getty’s recent 90 day share price return of 3.26 percent contrasts with a modest 1 year total shareholder return of negative 1 percent, suggesting income stability but only tentative momentum for capital...
NYSE:FERG
NYSE:FERGTrade Distributors

The Bull Case For Ferguson Enterprises (FERG) Could Change Following Higher Guidance And Bigger Buybacks And Dividend – Learn Why

In December 2025, Ferguson Enterprises reported first-quarter 2025 results showing higher sales and net income year over year, raised full-year net sales guidance to about 5% growth, completed a buyback of 27.68 million shares for US$4.24 billion, and announced a quarterly dividend of US$0.89, 7% above the prior year. This combination of earnings growth, increased cash returns through both dividends and repurchases, and updated guidance highlighted management’s confidence in the business...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy (ETR) Valuation Check as New Meta Power Plants Break Ground Under 15‑Year Deal

Entergy (ETR) just took a concrete step into the data center energy race by starting construction on two combined cycle plants in Louisiana under a 15 year deal to power Meta’s new facility. See our latest analysis for Entergy. The Meta deal caps a run of constructive updates for Entergy, from breaking ground on the new Louisiana plants to securing equipment for incoming clients. The stock’s roughly 22 percent year to date share price return, alongside a 25 percent one year total shareholder...
NYSE:STC
NYSE:STCInsurance

Stewart Information Services (STC): Assessing Valuation After $129 Million Equity Raise and New Shelf Registration

Stewart Information Services (STC) just raised about $129 million through a follow on equity offering and paired it with a fresh omnibus shelf registration, a classic move to boost financial flexibility while nudging dilution worries. See our latest analysis for Stewart Information Services. The follow on offering and new shelf come after a solid run, with the share price up year to date and a three year total shareholder return of 87.03 percent, suggesting underlying momentum is still intact...
NYSE:NU
NYSE:NUBanks

Has Nu Holdings’ Rapid Latin American Expansion Already Been Priced In For 2025?

If you are wondering whether Nu Holdings is still a smart buy after its run up, or if the easy gains are gone, you are not alone. This article is going to unpack what the current price is really implying. The stock has cooled slightly over the last week, down about 0.2%, but is still up 4.6% over the last month, 56.4% year to date and 62.3% over the past year, with a 327.2% gain over three years reshaping how investors see its potential. Behind those moves is a steady stream of bullish...
NYSE:SVV
NYSE:SVVMultiline Retail

Will Savers Value Village’s (SVV) COO Share Sale Amid High Leverage Shift Its Risk Narrative?

Earlier this year, Savers Value Village’s President and Chief Operating Officer Tanious Jubran N. sold 57,706 shares, cashing out a large portion of his stake and drawing attention to insider activity at the thrift retailer. This sizeable executive share sale comes as the company balances solid revenue growth with pressure from high leverage and weakening free cash flow, sharpening investor focus on leadership’s confidence in its direction. We’ll now examine how this insider share sale by...
NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Does Denali’s $200M Equity Raise And FDA Talks Change The Bull Case For DNLI?

Earlier this year, Denali Therapeutics completed a US$200,000,000 secondary offering of common shares and pre-funded warrants while engaging with the FDA on a potential priority review voucher tied to its therapies. This combination of fresh capital and active regulatory dialogue may enhance Denali’s ability to advance its neurodegenerative drug pipeline more efficiently. With the company’s recent equity raise in hand, we’ll now examine how this funding cushions Denali Therapeutics’...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom (PAYC): Reassessing Valuation After BTIG’s New Buy Rating and Mixed Earnings Sentiment

Analyst upgrade sparks fresh look at Paycom Paycom Software (PAYC) grabbed investor attention after BTIG kicked off coverage with a bullish rating, helping the stock climb about 3% even as recent earnings highlighted slower growth and rising competitive pressure. See our latest analysis for Paycom Software. Zooming out, the latest pop sits against a tougher backdrop, with the share price down sharply over the past quarter and the 1 year total shareholder return also negative. This suggests...
NYSE:IVZ
NYSE:IVZCapital Markets

Invesco (IVZ): Valuation Check After QQQ Conversion to Open-End ETF and Expected Revenue Uplift

Invesco (IVZ) just cleared a major strategic hurdle, with shareholders approving the conversion of its flagship QQQ fund into an open end ETF, a shift that directly targets higher efficiency and new revenue streams. See our latest analysis for Invesco. That QQQ conversion lands on top of a strong run, with a 30 day share price return of 17.74 percent and a year to date share price return of 54.9 percent. The 1 year total shareholder return of 63.33 percent and 5 year total shareholder return...
NYSE:TPB
NYSE:TPBTobacco

Reassessing Turning Point Brands (TPB) Valuation After a Strong Multi‑Year Share Price Rally

Setting the stage Turning Point Brands (TPB) has quietly become a strong performer, with shares up around 74% year to date and roughly 83% over the past year, far outpacing many consumer staples peers. See our latest analysis for Turning Point Brands. That surge has come with a few bumps, including a recent pullback in the share price to about $105.76 after a hot run. However, the 1 month share price return of roughly 8.5 percent and exceptionally strong multi year total shareholder returns...
NasdaqGS:AVT
NasdaqGS:AVTElectronic

The Bull Case For Avnet (AVT) Could Change Following Expanded Navitas GaN/SiC Distribution Deal - Learn Why

In December 2025, Navitas Semiconductor announced it had expanded and consolidated its global distribution agreement with Avnet, deepening their collaboration across GaN and SiC high-power semiconductor devices to serve AI data centers, renewables, grid infrastructure, and industrial electrification. This move strengthens Avnet’s position as a key channel partner in high-growth power and computing markets, while giving Navitas a more unified, technically supported global route to customers...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

Is PTC's AI-Driven Intelligent Product Lifecycle Push Reshaping The Investment Case For PTC (PTC)?

In recent weeks, PTC has highlighted how Automobili Lamborghini, HOLON, and other customers are using its CAD, PLM, ALM, and service solutions, enhanced with embedded AI, to unify product data, accelerate development, and improve compliance, including a CES 2026 demonstration of Lamborghini’s Intelligent Product Lifecycle and a fully digital setup for HOLON’s autonomous EV program. At the same time, PTC extended its Intelligent Product Lifecycle vision into highly regulated sectors by...