NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Is Patrick Industries (PATK) Quietly Turning Outsourcing Trends Into a More Durable Competitive Edge?

Patrick Industries recently appeared in Mairs & Power Small Cap Fund’s third-quarter 2025 investor letter as a new holding, and earlier this month presented at the Raymond James TMT & Consumer Conference in New York, underscoring its profile across recreational vehicle, marine, manufactured housing, and residential construction markets. The fund’s decision to initiate a position after tariff and inventory concerns had pressured the stock highlights how some institutional investors view...
NasdaqGS:ICFI
NasdaqGS:ICFIProfessional Services

ICF International (ICFI): Reassessing Valuation After a Recent Share Price Rebound

ICF International (ICFI) has been grinding through a mixed stretch in the market, and that uneven share performance is nudging investors to revisit whether the current valuation still makes sense. See our latest analysis for ICF International. Over the past few months, ICF International’s share price has tried to claw back ground, with a 1 month share price return of 11.12 percent partially offsetting a weaker year to date share price return of 24.44 percent and a 1 year total shareholder...
NasdaqGS:PNFP
NasdaqGS:PNFPBanks

Evaluating Pinnacle Financial Partners (PNFP) Valuation After Recent Share Price Strength

Pinnacle Financial Partners (PNFP) has quietly outperformed many regional peers, with the stock up about 6% this week and roughly 16% over the past month, drawing fresh attention to its valuation. See our latest analysis for Pinnacle Financial Partners. Zooming out, that short burst of strength comes after a tougher stretch, with the share price still showing a negative year to date share price return, while the five year total shareholder return near 70% hints at longer term compounding and...
NYSE:CE
NYSE:CEChemicals

Does Celanese’s 37% Slide in 2025 Create an Opportunity for Long Term Investors?

If you have been wondering whether Celanese is a beaten down bargain or a value trap, this is exactly the kind of setup where a deeper valuation check can make a real difference to your returns. The stock has bounced 7.4% over the last week and 3.4% over the last month, but that is off a much lower base after a painful slide of around 37.5% year to date and 37.7% over the last year. Investors have been digesting a mix of macro headlines around demand for specialty materials and chemicals,...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB): Revisiting Valuation After This Year’s Strong Share Price Run

Proto Labs (PRLB) has quietly put together a strong run this year, with the stock up about 37% year to date and roughly 20% over the past year, outpacing many industrial peers. See our latest analysis for Proto Labs. That momentum has not come out of nowhere, with a 7.5% 1 month share price return and a 20.2% 1 year total shareholder return suggesting investors are steadily warming to Proto Labs growth and risk profile. If Proto Labs has you rethinking your watchlist, this is a good moment to...
NYSE:IOT
NYSE:IOTSoftware

Samsara (IOT) Is Up 7.7% After First GAAP Profit And Surging Enterprise ARR - What's Changed

Samsara Inc. recently reported its third-quarter 2026 results, with revenue rising to US$415.98 million and net income reaching US$7.77 million, marking its first quarter of GAAP profitability after a loss in the prior year period. The company paired this milestone with a 29% year-on-year increase in Annual Recurring Revenue, record additions of large enterprise customers, and growing international traction, underscored by customer case studies such as Swissport’s incident and vehicle damage...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax’s New Income Qualify Tool Might Change The Case For Investing In Equifax (EFX)

Earlier this month, Equifax launched Income Qualify, a tool that uses verified income and employment data from The Work Number to help mortgage lenders assess borrowers earlier in the prequalification and pre-approval process. By pairing Equifax credit files with upfront income verification and offering lower-priced VantageScore mortgage scores, the company is pushing deeper into lenders’ workflow and cost decisions. We’ll now examine how earlier access to verified income data for mortgage...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

Is iQIYI a Hidden Bargain After an 88% Five Year Share Price Slide?

Wondering if iQIYI at around $2 a share is a hidden bargain or a value trap? You are not alone, and this is exactly what we are going to unpack. The stock is roughly flat over the last week, down 8.1% over the past month and about 11% over the last year, after a brutal 88.2% slide over five years that still shapes how the market views its risk and recovery potential. Recent headlines have centered on iQIYI's ongoing push into premium originals and partnerships in China as it tries to...
NYSE:TPB
NYSE:TPBTobacco

Has Turning Point Brands Rallies in 2025 Already Priced In Future Growth?

If you are wondering whether Turning Point Brands is still a smart buy after its big run up, you are not alone. This article is going to unpack exactly what the current price might be baking in. The stock has climbed 6.0% over the last week, 4.1% over the last month, and is now up an eye catching 72.5% year to date, with a massive 430.9% gain over three years and 151.2% over five years that has clearly changed how the market views its prospects. Recent attention around Turning Point Brands...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Crinetics Pharmaceuticals (CRNX) Valuation Check After First-Patient Dosing in New SST2 Tumor Trial

Crinetics Pharmaceuticals (CRNX) just hit an important milestone, as it has dosed the first patient in its Phase 1/2 BRAVESST2 trial of CRN09682 for SST2 positive neuroendocrine tumors and other SST2 expressing solid tumors. See our latest analysis for Crinetics Pharmaceuticals. The BRAVESST2 milestone comes after a powerful run in the share price, with a roughly 45% 3 month share price return helping claw back some of the softer year to date move and setting up stronger long term momentum...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Preformed Line Products (PLPC): Assessing Valuation After First Dividend Increase Since 2001 Listing

Preformed Line Products (PLPC) just gave income focused investors something new to consider, approving a 5% hike to its quarterly dividend, the first increase since the company listed in 2001. See our latest analysis for Preformed Line Products. The move lands after a strong run, with the latest share price at $231.5 and an impressive year to date share price return of about 80%. The five year total shareholder return of roughly 267% shows that long term momentum has been firmly building. If...
NasdaqCM:NN
NasdaqCM:NNSoftware

Why NextNav (NN) Is Up 7.8% After Launching Its 5G PNT Network in Santa Clara County

NextNav Inc. recently began operating its 5G Positioning, Navigation and Timing (PNT) Network in Santa Clara County, California, using multiple fixed base stations, a standalone 5G core, and its 3D PNT architecture to provide a terrestrial complement and backup to GPS. This deployment uniquely tests a standards-compliant 5G Positioning Reference Signal under real-world conditions, an important step toward offering resilient 3D location and timing services for critical infrastructure, public...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Newell Brands (NWL) Valuation After Job Cuts, Store Closures and Lowered Q4 Outlook

Newell Brands (NWL) just paired a sweeping productivity overhaul, including more than 900 job cuts and 20 Yankee Candle store closures, with lowered Q4 guidance as Latin America sales improve more slowly than management expected. See our latest analysis for Newell Brands. Despite the sweeping restructuring moves, the share price has shown a 1 month share price return of about 18% and a 7 day share price return near 5%. However, that bounce sits against a much steeper year to date share price...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Navan (NAVN) Valuation Check After 19% Monthly Slide and 30% Year-to-Date Share Price Drop

Navan (NAVN) has been under pressure lately, with the stock sliding about 19% over the past month and roughly 30% year to date. This has raised fresh questions about how investors should value its AI-driven travel platform. See our latest analysis for Navan. Zooming out, that sharp recent slide in Navan’s share price sits on top of an already weak year to date share price return. This suggests momentum has clearly cooled as investors reassess both growth runway and execution risk. If Navan’s...
NYSE:WU
NYSE:WUDiversified Financial

Does Western Union’s Latest Rebound Signal a Compelling Opportunity in 2025?

Wondering if Western Union at around $9.61 is a bargain or a value trap? This article will walk you through what the numbers are really saying about the stock. Despite a tough longer term run, with the share price still down 40.8% over 5 years, the stock has bounced recently, gaining 7.6% over the last week and 7.9% over the past month, even though it remains 8.0% lower year to date and 2.5% down over the last year. Part of this shift in sentiment reflects ongoing strategic moves to...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher (DHR): Valuation Check After Goldman Sachs Buy Rating and Improving Bioprocessing Outlook

Danaher (DHR) just picked up a fresh Buy rating from Goldman Sachs, and the timing lines up with improving sentiment in life sciences tools, especially bioprocessing equipment where demand signals are finally turning. See our latest analysis for Danaher. The stock has quietly put together a solid run, with a 90 day share price return of 22.27 percent and a 30 day gain of 7.68 percent. The 5 year total shareholder return of 19.30 percent shows long term compounding even though the 1 year total...
NYSE:CI
NYSE:CIHealthcare

Cigna (CI): Valuation Check After Launching a Rebate‑Free Pharmacy Benefit Model

Cigna Group (CI) is drawing fresh attention after rolling out a rebate free pharmacy benefit model that aims to simplify drug pricing, cut upfront costs, and potentially reshape how pharmacy benefit managers operate. See our latest analysis for Cigna Group. Investors seem to be slowly warming to the story, with a 1 day share price return of 3.68 percent helping to offset a 90 day share price return of minus 10.07 percent, while the 5 year total shareholder return of 46.87 percent still points...
NYSE:GFF
NYSE:GFFBuilding

Griffon (GFF): Revisiting Valuation After Strong Recent Share Price Momentum

Griffon (GFF) has quietly outperformed the broader market over the past week and month, and that steady climb is starting to draw attention from investors looking for durable industrial exposure. See our latest analysis for Griffon. The recent 1 month share price return of 7.88 percent, on top of a robust 3 year total shareholder return of 144.18 percent, suggests momentum is still firmly on Griffon’s side as investors reassess its growth and cash generation story. If Griffon’s run has you...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is It Too Late to Consider Alnylam Pharmaceuticals After Its Huge 2025 Share Price Surge?

Wondering if Alnylam Pharmaceuticals at around $412 a share is still a smart buy after its huge run, or if the upside has already been priced in. The stock is down 11.3% over the last week and 8.7% over the past month, but even after that pullback it is still up 76.6% year to date and 68.2% over the last 12 months. Those moves have come as investors refocus on Alnylam's RNAi drug pipeline, major partnerships with big pharma, and the growing commercial traction of its approved therapies. The...
NYSE:ABT
NYSE:ABTMedical Equipment

Assessing Abbott (ABT) Valuation After New Lingo CGM Expansion and Protein-Glucose Data Release

Abbott Laboratories (ABT) just widened the audience for its Lingo glucose sensor by rolling it out on Android, pairing that step with fresh real world data on how protein intake shapes daily glucose control. See our latest analysis for Abbott Laboratories. Those Lingo updates and new Ensure protein launches land while Abbott’s 1 year total shareholder return of about 10 percent edges ahead of its year to date share price return near 9 percent, suggesting steady long term momentum despite...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Lantheus (LNTH): Reassessing Valuation After Recent Share Price Rebound

Lantheus Holdings (LNTH) has quietly rebounded, with shares up about 19% over the past month even though the stock is still down roughly 31% over the past year, resetting expectations around its valuation. See our latest analysis for Lantheus Holdings. That rebound fits into a more mixed picture, with a strong 30 day share price return alongside a weak year to date move. At the same time, longer term total shareholder returns still look compelling, suggesting sentiment may be stabilizing...