NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Adobe (ADBE) Margin Expansion to 30% Reinforces Bullish Profitability Narratives

Adobe (ADBE) just closed out FY 2025 with Q4 revenue of $6.2 billion and basic EPS of $4.45, capping a year in which trailing twelve month revenue reached $23.8 billion and EPS came in at $16.74 alongside 28.3% earnings growth and a 30% net margin. Over the past few quarters, the company has seen revenue move from $5.6 billion in Q4 2024 to $6.2 billion in Q4 2025, while quarterly EPS stepped up from $3.82 to $4.45, setting the stage for investors to weigh solid profitability against more...
NYSE:PFE
NYSE:PFEPharmaceuticals

Is Pfizer Shifting From Defensive Stock To Value Opportunity After Post Pandemic Restructuring?

If you are wondering whether Pfizer is quietly setting up to be a value play rather than just a defensive healthcare name, you are not alone, and the recent numbers give us plenty to unpack. Despite a tough few years, with the stock still down about 42.8% over three years and 13.4% over five, it has started to stabilize. It has posted a modest 0.4% gain over the last week, 1.1% over the last month, and a 9.1% rise over the past year, even though it remains down 3.0% year to date. Recent news...
NYSE:BMI
NYSE:BMIElectronic

Has Badger Meter’s 20% Share Price Slide Opened a Long Term Opportunity for 2025?

If you have been wondering whether Badger Meter is still worth the price tag at around $182 per share, you are not alone. This article is designed to unpack that question clearly. The stock is down about 20.3% over the past year and 13.8% year to date, even though it is still up 65.2% over three years and 112.2% over five years. This combination often signals shifting expectations rather than a broken business. Recent attention on smart water infrastructure, sustainability initiatives, and...
NYSE:DCI
NYSE:DCIMachinery

Evaluating Donaldson (DCI) After Record Earnings, Guidance Upgrade and Strong Analyst Sentiment

Donaldson Company (DCI) just delivered another upside surprise, pairing record quarterly sales and earnings with a guidance bump that signals management sees this momentum carrying into 2026, not just flashing temporarily. See our latest analysis for Donaldson Company. The latest beat and guidance hike build on a strong run, with a roughly 38% year to date share price return and five year total shareholder return of about 77% pointing to steadily building momentum as investors re-rate its...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Is Progress Software’s Share Price Slide Now Signalling a Long Term Value Opportunity

Wondering if Progress Software is quietly becoming a value opportunity, or a trap that just looks cheap on the surface? This breakdown is designed to give you a clear, no nonsense view of what you are really buying at today’s price. The stock has bounced about 4.1% over the last week and 4.7% over the last month, but it is still down roughly 30.3% year to date and 35.2% over the past year. That tells us sentiment has been weak even as short term buyers start to nibble again. Those moves sit...
NasdaqCM:GEVO
NasdaqCM:GEVOOil and Gas

Gevo (GEVO): Valuation Check After CFO Share Sale, Q3 Revenue Growth and $26 Million Carbon Deal

Gevo (GEVO) is back on traders’ radar after CFO Oluwagbemileke Yusuf Agiri sold a sizable block of shares, just as the company reported Q3 revenue growth and a new $26 million carbon management partnership. See our latest analysis for Gevo. The insider sale lands against a backdrop of improving sentiment, with Gevo’s share price up 14.35 percent over the past month and 43.11 percent over the past quarter. Its one-year total shareholder return of 58.28 percent indicates that momentum is...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

BridgeBio Pharma (BBIO): Assessing Valuation After Strong Attruby Quarter and Upbeat Analyst Outlook

BridgeBio Pharma (BBIO) just delivered a quarter where revenue topped expectations, thanks largely to strong U.S. demand for its heart drug Attruby, even as the company remained in the red. See our latest analysis for BridgeBio Pharma. Those upbeat Attruby numbers and the recent insider share sale have landed as the stock keeps grinding higher, with a roughly 11 percent 1 month share price return feeding into a powerful 1 year total shareholder return above 160 percent. This is a sign that...
NYSE:AVNT
NYSE:AVNTChemicals

Evaluating Avient (AVNT) After Cost Cuts and the Dyneema Deal: What’s Priced Into the Stock?

Avient (AVNT) just doubled down on its long term playbook by cutting costs, raising prices where it can, and closing the DSM protective materials deal that brings the Dyneema brand into its portfolio. See our latest analysis for Avient. The market reaction has been cautious so far, with the share price at $31.51 and a 1 month share price return of 5.7 percent. However, a year to date share price return of negative 21.7 percent and a 1 year total shareholder return of negative 32.4 percent...
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...
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: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...