NYSE:APO
NYSE:APODiversified Financial

Why Apollo Global Management (APO) Is Up 10.8% After $3 Billion Natural Gas Partnership Announcement

In early December 2025, Capital Power announced it had signed an MOU with Apollo Funds to pursue U.S. merchant natural gas generation acquisitions, with up to US$3.00 billion of potential equity commitments and Capital Power operating the acquired assets and earning management and performance fees. Alongside this push into large-scale energy and data-center-linked power assets, Apollo is also extending its reach in private markets through areas such as sports ownership and retirement...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Assessing Aeva Technologies (AEVA) Valuation After Landmark Level 3 LiDAR Supply Deal with European Automaker

Aeva Technologies (AEVA) just landed a major win, being chosen as the exclusive LiDAR supplier for a top European automaker's global Level 3 vehicle platform. This development is sparking fresh attention on the stock and its long term revenue potential. See our latest analysis for Aeva Technologies. The market has been quick to respond, with a 12.78% 7 day share price return and year to date share price gains above 200 percent signaling that sentiment and growth expectations are clearly...
NYSE:NGVT
NYSE:NGVTChemicals

Has Ingevity’s 48.8% Rally in 2025 Outpaced Its Fundamental Recovery?

Wondering if Ingevity at around $58.83 is still a smart buy or if the easy money has already been made? You are not alone; this stock has quietly been drawing fresh attention from value focused investors. After a tough few years, the share price has surged, up 12.6% over the last week, 18.8% over the past month, and 48.8% year to date, even though the 3 and 5 year returns are still down 15.5% and 19.7% respectively. Part of this turnaround story reflects shifting sentiment around specialty...
NYSE:MMM
NYSE:MMMIndustrials

What 3M (MMM)'s Deutsche Bank Downgrade Amid Turnaround Efforts Means For Shareholders

In early December 2025, Deutsche Bank downgraded 3M from “Buy” to “Hold,” reflecting more cautious expectations for the company’s medium-term growth and aligning its outlook more closely with industrial peers. This shift in analyst sentiment comes even as 3M reports progress on its turnaround plan, including margin expansion and restructuring efforts such as the recent healthcare spin-off into Solventum. Against this backdrop of a more cautious Deutsche Bank rating, we’ll now examine how...
NasdaqGS:REAL
NasdaqGS:REALSpecialty Retail

Did Insider Selling Amid Strong Q3 Metrics Just Shift RealReal's (REAL) Investment Narrative?

In recent days, Manatuck Hill Partners cut its position in The RealReal by 350,000 shares and Chief Accounting Officer Steve Lo sold 62,355 shares, even as the value of Manatuck’s remaining stake rose to about US$13.6 million. Despite this steady pattern of insider selling, The RealReal’s latest Q3 results showed record growth in gross merchandise volume and revenue, stronger adjusted EBITDA, and higher free cash flow, supporting management’s more confident full-year outlook. We’ll now...
NYSE:WD
NYSE:WDDiversified Financial

How New Mixed-Income Deals And Survey Insights At Walker & Dunlop (WD) Have Changed Its Investment Story

In recent days, Walker & Dunlop arranged a comprehensive financing package for Newark’s 22 Fulton Street and a US$285,000,000 bridge loan for Brooklyn’s Greenpoint Central, while its annual survey at Affordable Housing Finance Live pointed to strong expectations for increased affordable housing investment. Together, these transactions and survey findings highlight Walker & Dunlop’s growing role at the intersection of multifamily development, affordable housing policy, and institutional...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Can Freshpet’s 55% Slide and Growth Plans Justify Today’s Price in 2025?

If you are wondering whether Freshpet is finally a bargain after its big slide, or if it is a value trap in disguise, this breakdown will help you assess whether the current share price makes sense. The stock has moved around lately, up about 2.7% over the last week and 15.3% over the past month, but it is still down roughly 55.8% year to date and 56.4% over the last year. This naturally raises questions about whether sentiment has swung too far. Recent headlines have focused on Freshpet's...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

What DraftKings (DKNG)'s Record New York Revenue and ESPN Deal Means For Shareholders

DraftKings recently reported record online sports betting revenue of US$89.1 million in New York for November and confirmed a multi-year deal making it ESPN’s official sportsbook and odds provider. These developments underline how access to a high-value market like New York, combined with ESPN’s media reach, could reshape DraftKings’ competitive position and operating scale. Against this backdrop, we’ll examine how the ESPN partnership might influence DraftKings’ investment narrative built...
NasdaqGS:DOX
NasdaqGS:DOXIT

How e& UAE’s GenAI Rollout with amAIz Could Shape Amdocs’ (DOX) Recurring Revenue Story

Earlier this week, e& UAE announced it had chosen Amdocs’ amAIz generative AI platform, built on NVIDIA AI Enterprise tools, to embed GenAI across its customer care, retail, and network operations. This rollout highlights how Amdocs is moving beyond traditional BSS/OSS into AI-driven telecom services, positioning its platform as core infrastructure for operators’ next wave of efficiency and service innovation. We’ll now examine how embedding Amdocs’ amAIz platform at e& UAE could reinforce...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Is Tower Semiconductor’s (TSEM) Silicon Photonics Push Quietly Redefining Its Analog Value Proposition?

Tower Semiconductor has recently presented at Barclays’ 23rd Annual Global Technology Conference in San Francisco and participated in Nomura’s CES Technology Conference in Las Vegas, offering investors one-on-one access to management while highlighting its focus on high-value analog solutions. These appearances coincided with growing institutional interest and fund outperformance tied to Tower’s capacity expansion in Silicon Photonics and Silicon Germanium for data center and AI...
NYSE:TTC
NYSE:TTCMachinery

Is Toro a Value Opportunity After Recent Share Price Weakness in 2025?

Wondering if Toro is quietly turning into a value opportunity after a rough patch? This breakdown will help you decide whether the current price makes sense or not. Despite being down roughly 7.3% year to date and 14.7% over the past year, the stock has ticked up about 2.8% in the last week and 1.4% over the last month, hinting that sentiment may be starting to shift. Recent headlines have focused on how Toro is navigating a slower residential and professional equipment market while leaning...
NYSE:ASB
NYSE:ASBBanks

Is It Time To Reassess Associated Banc-Corp After Its 97.4% Five Year Surge?

If you have been wondering whether Associated Banc-Corp is still reasonably priced after its recent climb, you are not alone. This article is going to walk through what the current share price actually bakes in. The stock has quietly put together a solid run, up 4.8% over the last week, 5.6% over the past month, 14.7% year to date, and an impressive 97.4% over five years. This naturally raises the question of how much upside is left versus the risks on the table. Recently, Associated...
NasdaqGS:OPK
NasdaqGS:OPKHealthcare

OPKO Health (OPK): Revisiting Valuation After Recent Share Price Stabilisation

OPKO Health (OPK) has quietly moved higher over the past month, even as its longer term returns remain weak. This has left investors debating whether this low priced healthcare name is finally resetting expectations. See our latest analysis for OPKO Health. Zooming out a bit, OPKO’s roughly 3 percent 1 month share price return contrasts with a still weak 1 year total shareholder return. This suggests sentiment is stabilising rather than surging as investors reassess its turnaround...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Laureate Education (LAUR): Assessing Valuation After a 70% Year‑to‑Date Share Price Surge

Laureate Education (LAUR) has quietly turned into one of the stronger education names in the market, with the stock climbing sharply this year as investors reward its steady revenue and earnings growth. See our latest analysis for Laureate Education. That steady operational execution has translated into strong market momentum, with a year to date share price return of more than 70% and a three year total shareholder return above 230%, suggesting investors are increasingly confident in...
NYSE:JPM
NYSE:JPMBanks

JPMorgan’s Surging 2026 Expense Plan Could Be A Game Changer For JPMorgan Chase (JPM)

In early December 2025, JPMorgan Chase surprised investors by projecting 2026 expenses of about US$105 billion, driven by growth-related costs, inflation, and heavy spending on areas like AI, credit card marketing, and new branches. This higher cost outlook comes as management also describes the economy as “a bit more fragile,” sharpening the focus on how effectively the bank can convert its very large investment budget into sustainable profitability. Next, we’ll examine how this higher 2026...
NYSE:TPR
NYSE:TPRLuxury

Is It Too Late to Consider Tapestry After Its 92% 1 Year Surge?

If you are wondering whether Tapestry is still a buy after its big run, you are not alone. This stock has become a litmus test for how investors value premium brands in a changing consumer landscape. The share price has been on a tear, up 5.2% over the last week, 11.0% over the last month, and 79.4% year to date, capping off a 92.0% 1-year gain and multi-year returns north of 200%. Much of that momentum has been tied to headlines around Tapestry's portfolio strategy and brand investments,...
NYSE:AROC
NYSE:AROCEnergy Services

Is It Too Late To Consider Archrock After Its Multi Year Share Price Surge?

If you are wondering whether Archrock is still a smart buy after its big multi year run, or if most of the upside is already priced in, this breakdown will help you assess whether the current price tag makes sense. The stock has inched up 6.2% over the last week and 4.4% over the past month, while longer term holders have seen gains of 254.8% over three years and 277.2% over five years. Those moves have come as investors focus on Archrock's role in natural gas infrastructure and the broader...
NYSE:HNGE
NYSE:HNGEHealthcare

Evaluating Hinge Health (HNGE)’s Valuation After a Recent Rebound in Share Price Momentum

Hinge Health (HNGE) has been quietly on the move, with shares up over 12% in the past month and more than 32% year to date, even though the past 3 months have remained choppy. See our latest analysis for Hinge Health. That mix of a 7 day share price return near 8 percent and a 30 day share price return above 12 percent, despite a weaker 90 day patch, suggests momentum in Hinge Health is quietly rebuilding as investors reassess its growth story and risk profile around the 49.69 dollar mark. If...
NYSE:APAM
NYSE:APAMCapital Markets

Is Artisan Partners Still Attractive After Its Recent Share Price Pullback?

If you are wondering whether Artisan Partners Asset Management is quietly turning into a value opportunity or if the market is pricing it just right, this article will walk through what the numbers are really saying. The stock has pulled back recently, down around 3.3% over the last week and 8.8% over the past month, even though the 3 year return is still a strong 56.7% and 5 year performance sits at 22.1%. That combination of a recent slide and still solid multi year gains has come...
NYSE:MAS
NYSE:MASBuilding

How Masco’s Leadership Reshuffle And Oversight Shift At Decorative Architectural Products Has Changed Its Investment Story (MAS)

Masco Corporation has announced that Group President of Decorative Architectural Products Imran Ahmad will leave on December 31, 2025, as his role is eliminated, while a new Executive Committee structure takes effect on January 1, 2026, consolidating oversight of key business units under President & CEO Jon Nudi and other senior leaders. This reshaped leadership model, including Jai Shah’s expanded Plumbing & Wellness remit and the addition of incoming Chief Human Resource Officer Jen Stone,...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Is It Too Late To Consider AGNC Investment After Its Strong 2024 Price Recovery?

If you are wondering whether AGNC Investment is still a smart income play at today's price, or if most of the upside has already been taken, this breakdown is for you. After closing around $10.38, the stock has quietly climbed 11.9% year to date and is up 25.4% over the last year, despite some short term noise, with a 1.3% gain over 30 days and a small 0.8% dip in the last week. Recent headlines have focused on shifting interest rate expectations and the ripple effects across mortgage REITs,...
NYSE:MTD
NYSE:MTDLife Sciences

Did Mettler-Toledo’s Q3 Earnings Beat and Analyst Optimism Just Reframe Mettler-Toledo International’s (MTD) Investment Narrative?

Mettler-Toledo International recently reported past third-quarter results that exceeded analyst expectations, with revenue rising 7.9% year over year and adjusted EPS improving 9.2%, underscoring resilient demand for its precision instruments across regulated industries. Alongside this earnings beat, sustained analyst optimism and fresh coverage updates highlight how Mettler-Toledo’s market leadership and diversified global footprint remain central to its long-term growth story. With this...
NasdaqGS:NAVI
NasdaqGS:NAVIConsumer Finance

Assessing Navient’s Valuation After Recent Regulatory Headlines and Modest Share Price Rebound

If you are wondering whether Navient is quietly turning into a value opportunity or just another value trap, you are not alone. That is exactly what we are going to unpack. Despite being down about 10.9% over the last year and 13.1% over three years, the stock has recently shown some life, with a 3.1% gain over the past week and an 8.9% move over the last month. This hints that market sentiment might be shifting. Recent headlines around federal student loan policies, shifting repayment...