NasdaqCM:PCT
NasdaqCM:PCTChemicals

PureCycle Technologies (PCT): Assessing Valuation After a Sharp One-Day Share Price Rebound

PureCycle Technologies Stock Moves PureCycle Technologies (PCT) has been quietly recalibrating after a choppy stretch, with the stock rebounding around 19% in the past day but still lagging over the past 3 months and year. See our latest analysis for PureCycle Technologies. That sharp 1 day share price return of 19.46% stands in contrast to a weaker 90 day share price return of minus 36.02% and a 1 year total shareholder return of minus 14.18%. This suggests momentum is only just starting to...
NYSE:JEF
NYSE:JEFCapital Markets

Jefferies Financial Group (JEF) Valuation Check After Upbeat Oppenheimer and UBS Growth Outlooks

Jefferies Financial Group (JEF) is back in the spotlight after upbeat research from Oppenheimer and UBS, as both houses lean into a friendlier backdrop for mergers, underwriting and broader financial earnings. See our latest analysis for Jefferies Financial Group. That constructive backdrop is starting to show up in the tape, with a roughly 13% 1 month share price return off a subdued year to date performance. At the same time, Jefferies longer term total shareholder returns north of 100%...
NasdaqCM:MARA
NasdaqCM:MARASoftware

MARA Holdings (MARA) Is Down 15.9% After Pivoting Into Gas-Fed AI Data Centers And Power Sales

Recently, MARA Holdings, formerly Marathon Digital, accelerated its shift from pure Bitcoin mining toward energy infrastructure and AI/high‑performance computing data centers, signing a letter of intent with MPLX to build natural gas-powered campuses in West Texas and pursuing the acquisition of a majority stake in Exaion. This pivot highlights MARA’s attempt to cushion the impact of Bitcoin’s latest downturn and mining margin pressure by developing more diversified, potentially recurring...
NYSE:BKV
NYSE:BKVOil and Gas

Assessing BKV Corp (BKV) Valuation After Announcing a $100 Million Share Repurchase Program

BKV (BKV) just rolled out a two year, $100 million share repurchase plan, a move that often signals management feels the stock undervalues the business and that it wants more flexibility in capital allocation. See our latest analysis for BKV. That confidence comes after a choppy stretch, with a recent pullback leaving the share price at $26.02 despite a strong 90 day share price return of 21.76 percent and a 1 year total shareholder return of 19.96 percent. This suggests momentum is still...
NYSE:LB
NYSE:LBReal Estate

LandBridge (LB) valuation after new Samsung C&T battery storage partnership on Texas land

LandBridge (LB) just took a clear step into energy storage, signing agreements that give Samsung C&T Renewables exclusive rights to develop two large scale battery projects on its Texas acreage. See our latest analysis for LandBridge. The stock reaction has been cautious so far, with a 1 month share price return of minus 18.63 percent leaving LandBridge at 52.6 dollars. This comes even though its 1 year total shareholder return of minus 9.18 percent and slightly positive 3 month share price...
NYSE:AEM
NYSE:AEMMetals and Mining

Does Agnico Eagle Mines Still Offer Value After a 105% Surge in 2025?

If you are wondering whether Agnico Eagle Mines is still good value after its huge run, you are not alone. This is exactly the question we will unpack. The stock has climbed to around $168.61, delivering an impressive 105.6% year to date and 118.5% over the last year, on top of substantial multi year gains of 243.3% over 3 years and 167.4% over 5 years. Recent market attention has centered on gold prices holding firm near multi year highs and ongoing geopolitical uncertainty, both of which...
NasdaqGS:GLUE
NasdaqGS:GLUEBiotechs

Assessing Monte Rosa Therapeutics (GLUE) Valuation After Encouraging Phase 1/2 Prostate Cancer Trial Results

Monte Rosa Therapeutics (GLUE) just gave investors a fresh catalyst, sharing interim Phase 1/2 data showing 100% disease control and PSA responses in a key prostate cancer subgroup, along with plans for a follow up Phase 2 trial. See our latest analysis for Monte Rosa Therapeutics. That strength in the clinic has gone hand in hand with shifting sentiment in the stock, with a 150.08% 3 month share price return and 128.43% 1 year total shareholder return signaling powerful, still building...
NYSE:BDC
NYSE:BDCElectronic

Will Record Q3 Beat and Software-Led AI Networking Strategy Change Belden's (BDC) Narrative?

Earlier this quarter, Belden reported record third-quarter revenue and adjusted earnings per share, beating analyst expectations and delivering stronger-than-anticipated operating income and Enterprise segment performance. Riverwater Partners’ latest Small Cap Strategy letter emphasized CEO Dr. Ashish Chand’s solutions-focused networking approach and Horizon software platform as key drivers of Belden’s consistent high single-digit revenue growth and double-digit adjusted EPS gains,...