NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Is Zebra Technologies Now a Value Opportunity After Its Recent Price Rebound?

Wondering if Zebra Technologies is quietly turning into a value opportunity after a rough patch in the tech space? This article will walk through whether the current price really makes sense. The stock has bounced about 4% over the last week and 7.2% in the past month, even though it is still down roughly 29% year to date and about 33% over the last year, a pattern that often signals shifting sentiment rather than a simple trend. Investors have been reacting to ongoing developments around...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Has Carlyle’s 2025 Share Price Rally Already Baked In Its Growth Story?

Many investors are asking whether Carlyle Group at around $60 is still a smart buy or if most of the upside is already reflected in the price, and that is exactly what we are going to unpack here. The stock has climbed 6.9% over the last week, 11.7% over the past month, and is now up 18.6% year to date, adding to an increase of 123.1% over three years and 126.2% over five years. Recent headlines have focused on Carlyle sharpening its emphasis on core private equity, credit, and...
NasdaqGS:ONB
NasdaqGS:ONBBanks

How Investors May Respond To Old National Bancorp (ONB) Leadership Transition And Fed Rate Cut Impact

Old National Bancorp recently announced that longtime Commercial Banking CEO Jim Sandgren will retire in April 2026, marking the end of a nearly 35-year career during which he helped shape the bank into a US$71.00 billion regional institution across 10 states. His retirement underscores an upcoming leadership transition in a core business line at a time when Old National’s commercial strategy and community engagement remain central to its identity. We’ll now examine how the Fed’s latest rate...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Chewy (CHWY) Q3 2026: Margin Compression Tests High-Growth Valuation Narrative

Chewy (CHWY) just posted its Q3 2026 numbers, with revenue of about $3.1 billion and net income of $59.2 million translating into basic EPS of roughly $0.14 as investors parse how the pet retailer is holding up in a tougher consumer backdrop. The company has seen quarterly revenue move from $2.88 billion in Q3 2025 to around $3.1 billion across 2026 so far, while basic EPS shifted from $0.01 a year ago to roughly the mid-$0.14 range in each quarter, setting up this print as a test of how...
NYSE:STT
NYSE:STTCapital Markets

Is State Street (STT) Quietly Repositioning Its Core Franchise Around Tokenized Cash and ETFs?

In recent weeks, State Street Investment Management and Galaxy Asset Management launched plans for the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP), backed by US$200 million in seed capital from Ondo Finance, while ETF inflows surpassed US$1.25 billion this year, supported by active fixed-income strategies. Together, these developments highlight how State Street is pairing new tokenized cash-management solutions with strong ETF demand to reinforce its core asset-servicing and...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree’s Tokenized Income Fund And Record AUM Could Be A Game Changer For WisdomTree (WT)

In early December 2025, WisdomTree, Inc. launched the WisdomTree Equity Premium Income Digital Fund, a tokenized product tracking the Volos U.S. Large Cap Target 2.5% PutWrite Index and available via its WisdomTree Prime and WisdomTree Connect platforms. This launch comes as WisdomTree reports record assets under management of US$139.00 billion and strong net inflows, underscoring its push to blend income-focused equity strategies with blockchain-based fund structures. We’ll now examine how...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR) Valuation Check as Rising Rig Counts and 2025 Output Forecasts Lift Sector Expectations

Fresh rig count data from Baker Hughes (BKR) show North American activity ticking higher, with more U.S. oil rigs coming online just as 2025 output forecasts improve, putting the stock squarely back on investors’ radar. See our latest analysis for Baker Hughes. The uptick in rig activity comes after a choppier stretch for the stock, with a recent pullback leaving Baker Hughes at around $47.46. Its year to date share price return remains solid, and its multi year total shareholder return shows...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Is Early VANQUISH-1 Completion And VK2735 Progress Altering The Investment Case For Viking Therapeutics (VKTX)?

In November 2025, Viking Therapeutics reported that it had finished enrollment ahead of schedule in its Phase 3 VANQUISH-1 obesity trial, while also advancing its obesity candidate VK2735 into Phase 3 after earlier Phase 2 results. At the same time, unusually large options activity and split bullish-bearish positioning by major traders highlighted how closely investors are watching Viking’s obesity program progress. Next, we’ll examine how early completion of VANQUISH-1 enrollment shapes...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure (NVCR): Assessing Valuation After the CEO Transition From Ashley Cordova to Frank Leonard

NovoCure (NVCR) just made a meaningful leadership shift, with CEO and director Ashley Cordova stepping down and long time insider Frank Leonard stepping up to the top job, a move investors will be parsing carefully. See our latest analysis for NovoCure. The leadership shake up lands as the share price, now at $13.66, has bounced with a 7 day share price return of 16.16 percent. It still carries a bruising 1 year total shareholder return of around negative 55 percent, signaling improving short...
NasdaqGS:FULT
NasdaqGS:FULTBanks

Taking a Fresh Look at Fulton Financial’s (FULT) Valuation After Its Recent Share Price Strength

Fulton Financial (FULT) has quietly put up a solid run lately, with the stock gaining about 5% this week and roughly 12% over the past month, outpacing many regional bank peers. See our latest analysis for Fulton Financial. Zooming out, that recent strength sits on top of a more measured backdrop. The share price is now at $19.96, with a modest year to date share price return but a solid five year total shareholder return that signals momentum has been building over the long haul. If Fulton’s...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Assessing Amazon (AMZN) Valuation as It Commits $35 Billion to Accelerate Growth in India

Amazon.com (AMZN) is leaning hard into its next growth engine, committing $35 billion to India through 2030 to build out AI capabilities, logistics, and exports in what it sees as a long runway market. See our latest analysis for Amazon.com. Even with the latest share price at $230.28 and a relatively modest year to date share price return of 4.57%, the three year total shareholder return of 160.35% shows investors are still backing Amazon’s long term AI and cloud story, even if momentum has...
NYSE:BR
NYSE:BRProfessional Services

Broadridge Financial Solutions: Valuation Check After New Fintech Upgrades, Xceptor Partnership and Strategy Hire

Broadridge Financial Solutions (BR) has been quietly reshaping its fintech toolkit, from migrating its Shareholder Disclosure Hub to Amazon Web Services to partnering with Xceptor and naming a new head of strategy for its broker dealer arm. See our latest analysis for Broadridge Financial Solutions. The latest fintech upgrades and strategy hires come as Broadridge’s $231.5 share price reflects a mixed picture, with a modestly positive year to date share price return and a much stronger three...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Is Atlassian Offering an Opportunity After a 41.5% Share Price Slide?

If you are wondering whether Atlassian is a bargain or a value trap at today’s price, you are not alone. This breakdown is designed to help you decide with greater confidence. The stock has bounced about 4.3% over the last week and 3.6% in the past month, but it is still down roughly 32.6% year to date and 41.5% over the last year. That combination often signals either deep value or lingering risk. Those moves have come as investors weigh Atlassian’s ongoing push to scale its cloud platform...
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...