NasdaqGS:PRAX
NasdaqGS:PRAXBiotechs

Praxis Precision Medicines (PRAX) Is Up 34.4% After Dual Neurology Milestones - Has The Bull Case Changed?

Praxis Precision Medicines recently reported positive efficacy results from the registrational cohort of its EMBOLD trial of relutrigine in rare developmental and epileptic encephalopathies, and completed a pre-NDA FDA meeting for ulixacaltamide in essential tremor, with an NDA filing targeted for early 2026. Together, these programs highlight Praxis’s effort to build a focused neurology franchise that spans ultra-rare pediatric epilepsies and a large, underserved essential tremor...
NYSE:EPRT
NYSE:EPRTREITs

Should Essential Properties Realty Trust’s New US$400 Million ATM Equity Program Prompt Action From EPRT Investors?

In early December 2025, Essential Properties Realty Trust, Inc. completed a filing for a US$400 million at-the-market follow-on equity offering of its common stock. This move signals management’s intent to access gradual equity funding, a choice that can influence both dilution expectations and future growth capacity. Next, we’ll explore how this at-the-market equity program may reshape Essential Properties’ investment narrative around funding growth and dilution. Outshine the giants: these...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Casey’s (CASY) Valuation Check After Double-Digit Q1 2026 Growth and Ongoing Store Expansion

Casey's General Stores (CASY) just delivered an 11% revenue jump and 20% net income growth in fiscal Q1 2026, while quietly adding another store to its nearly 2,900 location footprint. See our latest analysis for Casey's General Stores. That steady store expansion and double digit earnings growth seem to be feeding into sentiment, with the share price up 43.68% year to date and a powerful 5 year total shareholder return of 237.83% pointing to sustained momentum rather than a short lived...
NYSE:BEN
NYSE:BENCapital Markets

Franklin Templeton’s Staking-Enabled Solana ETF Might Change The Case For Investing In Franklin Resources (BEN)

Franklin Templeton recently launched the Franklin Solana ETF (NYSE Arca: SOEZ), a grantor trust ETP that holds Solana (SOL), stakes up to all of its holdings for on-chain rewards, and prices its SOL using the CME CF Solana-Dollar Reference Rate. This product both broadens Franklin Resources’ digital asset suite and highlights its push to turn blockchain features like staking into regulated, fund-based exposures for investors. We’ll now examine how adding a staking-enabled Solana ETF could...
NYSE:CMG
NYSE:CMGHospitality

Chipotle (CMG) Valuation Revisited After Weak Earnings, Slowing Same-Store Sales, and Mounting Cost Pressures

Chipotle Mexican Grill (CMG) has been under pressure after two weak earnings reports, as slowing same store sales, cost inflation, and softer demand from younger, lower income diners have reset expectations around its growth story. See our latest analysis for Chipotle Mexican Grill. Those headwinds have shown up in the tape, with the share price sliding meaningfully this year despite a solid 10.95% 1 month share price return and a still positive 5 year total shareholder return of 29.59%. This...
NYSE:KNF
NYSE:KNFBasic Materials

Knife River (KNF): Assessing Valuation After JPMorgan Coverage and a New $112 Million Texas Highway Contract

Knife River (KNF) just picked up a $112 million materials and paving contract on Texas State Highway 6, a long duration project that neatly reinforces the company’s public infrastructure growth story. See our latest analysis for Knife River. The new Texas contract lands as Knife River’s share price, now at $74.64, shows a 1 month share price return of 5.1 percent but a weaker year to date share price return of negative 25.7 percent. Meanwhile, the 1 year total shareholder return of negative...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle (ORCL): Revisiting Valuation as AI Cloud Backlog, OpenAI Deal and New Coverage Drive Momentum

Oracle (ORCL) has been pulled back into the spotlight as investors weigh its swelling AI cloud backlog, its massive OpenAI partnership, and fresh multi cloud deals just days before a closely watched earnings report. See our latest analysis for Oracle. After a sharp pullback from its AI hype peak, Oracle’s recent 7 day share price return of 8.28 percent and year to date share price gain of 31.05 percent suggest momentum is cautiously rebuilding as investors reassess its AI backlog, OpenAI...
NYSE:AVY
NYSE:AVYPackaging

Reassessing Avery Dennison (AVY): Is Recent Momentum Hiding an Undervalued Opportunity?

Why Avery Dennison Is Back On Investors Radar Avery Dennison (AVY) has quietly outperformed the broader market over the past quarter, with shares up about 7% and roughly flat year to date. This performance is inviting a closer look at what investors might be pricing in. See our latest analysis for Avery Dennison. That recent 2.5% one day share price gain and 7.5% 90 day share price return suggest momentum is firming up again, even though the one year total shareholder return is still negative...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Reassessing Intapp (INTA) Valuation After Optimistic Growth Outlook and Strategic Partnership Momentum

Intapp (INTA) is back in the spotlight as it heads to present at the UBS Global Technology and AI Conference in Scottsdale, a timely stage given growing enthusiasm around its recurring revenue engine. See our latest analysis for Intapp. The upcoming UBS appearance comes after a choppy stretch for the stock, with a roughly 13 percent 1 month share price return, a steep year to date share price decline, and a still impressive 3 year total shareholder return. This suggests that long term...
NYSE:DOCN
NYSE:DOCNIT

Does DigitalOcean (DOCN) Have a Coherent AI Infrastructure Strategy After Leadership Turnover and Paperspace Bet?

DigitalOcean Holdings recently presented at the UBS Global Technology and AI Conference 2025 in Scottsdale, shortly after announcing the departure of Chief Product and Technology Officer Bratin Saha in November. Alongside this leadership change, DigitalOcean’s Paperspace acquisition and added data center capacity highlight an intensified push into AI-focused cloud infrastructure for developers and small businesses. We’ll now explore how DigitalOcean’s accelerated AI infrastructure push,...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Summit Therapeutics (SMMT) Is Up 6.1% After Cancer Drug Ivonescimab Tops Keytruda Trial Results - What's Changed

Summit Therapeutics recently reported that its experimental cancer drug ivonescimab outperformed Merck’s Keytruda in a prior clinical trial, boosting optimism about its potential. This enthusiasm is tempered by concerns that limited diversity in the trial population could affect how regulators assess ivonescimab’s real-world applicability. We’ll now examine how ivonescimab’s encouraging trial results, alongside lingering regulatory questions, shape Summit Therapeutics’ evolving investment...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

What Does a Major Insider Sale Reveal About ACM Research's (ACMR) Evolving Risk Narrative?

On December 3, 2025, 10% shareholder Wang David H reported selling 130,000 ACM Research shares for about US$4.36 million, as disclosed in a federal securities filing. This sizeable insider sale highlights a meaningful shift in ownership that many investors track as a potential signal of changing insider sentiment. We’ll explore how this significant insider sale by a major shareholder could influence ACM Research’s existing investment narrative and risk profile. The latest GPUs need a type of...
NYSE:ENR
NYSE:ENRHousehold Products

Energizer Director’s Share Purchase and Strategy Update Could Be A Game Changer For Energizer Holdings (ENR)

In early December 2025, Energizer Holdings outlined its latest operational and sustainability efforts and discussed its outlook at the Morgan Stanley Global Consumer & Retail Conference, while Director Donal Mulligan bought 15,000 company shares. This combination of insider buying and refreshed public commentary on risks, innovation, and global operations offered investors fresh signals about management’s confidence and priorities. We’ll now explore how Mulligan’s insider purchase shapes...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Is Tesla’s Run After Autonomous Driving Push Justified by Fundamentals in 2025?

If you are wondering whether Tesla's stock is still a smart buy after its massive run, you are not alone. This article is going to dig into whether the current price really matches the underlying value. After all, Tesla is trading around $455, with the share price up 5.8% over the last week, 5.9% over the last month, 20.0% year to date and 16.7% over the past year, on top of an eye catching 171.1% gain over three years and 113.3% over five years. Recent headlines have focused on Tesla's push...
NYSE:GRDN
NYSE:GRDNHealthcare

Guardian Pharmacy Services (GRDN): Valuation Check After Q3 Beat, Insider Buying and Analyst Upgrades

Guardian Pharmacy Services (GRDN) just delivered Q3 2025 numbers that topped market expectations, with revenue and adjusted EBITDA both up solidly, and director Steven Cosler backing that strength by buying 3,370 shares himself. See our latest analysis for Guardian Pharmacy Services. The Q3 beat and insider buying have helped keep momentum on Guardian’s side, with the share price at $29.76 and a year to date share price return of almost 50 percent alongside a 1 year total shareholder return...
NYSE:HOG
NYSE:HOGAuto

How Investors Are Reacting To Harley-Davidson (HOG) Consolidating Commercial Leadership Under Its CFO

Harley-Davidson recently announced that Chief Digital and Operations Officer Jagdish Krishnan and Chief Commercial Officer Luke Mansfield will step down effective December 31, 2025, while Chief Financial Officer Jonathan Root will retain his finance role and assume the title of Chief Commercial Officer, maintaining oversight of global commercial operations. This consolidation of financial and commercial leadership under Jonathan Root signals a meaningful shift in how Harley-Davidson aligns...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

How AWS No‑Code AI Launch And ShareFile Synergies At Progress Software (PRGS) Have Changed Its Investment Story

Progress Software recently expanded its AI footprint by listing its no-code Agentic RAG platform on AWS Marketplace, giving AWS customers a simpler way to deploy generative AI on their own data. At the same time, the effective integration of ShareFile has lifted annual recurring revenue, overall revenue, and expense savings, underscoring the company’s push toward higher-margin, SaaS-based recurring income. We’ll now examine how the AWS Marketplace rollout of its no-code Agentic RAG platform...
NYSE:PB
NYSE:PBBanks

Prosperity Bancshares (PB) Valuation Check After Strong Q3 Beat and Upgraded Analyst Outlook

Prosperity Bancshares (PB) just beat third quarter expectations, with earnings per share up 8% year over year, and management used the call to double down on its long term growth playbook. See our latest analysis for Prosperity Bancshares. The upbeat Q3 numbers seem to be nudging sentiment back in Prosperity Bancshares’ favor, with a 30 day share price return of 4.59% helping to offset year to date weakness, while a 5 year total shareholder return of 25.10% underlines its longer term...
NYSE:KBH
NYSE:KBHConsumer Durables

Is KB Home’s (KBH) Energy‑Efficient Expansion Deepening Its Competitive Moat or Stretching Its Strategy?

In recent weeks, KB Home announced the grand openings of four new communities in Washington, Florida and Orlando, featuring personalized, ENERGY STAR® certified homes with modern layouts and family-focused amenities priced from the low US$300,000s to around US$970,000. These launches highlight KB Home’s emphasis on customer customisation, energy efficiency and expansion into diverse, employment-rich markets, reinforcing its positioning as a highly rated national homebuilder. Next, we’ll...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Elanco Animal Health (ELAN): Reassessing Valuation After a 70% One-Year Share Price Rebound

Elanco Animal Health (ELAN) has quietly turned into a strong comeback story, with shares up roughly 70% over the past year as improving earnings and steady revenue growth reset expectations around its long term potential. See our latest analysis for Elanco Animal Health. The latest $21.9 share price sits on top of an 81.74% year to date share price return and a 70.03% total shareholder return over the past year, signalling that investors are steadily repricing Elanco for renewed growth rather...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX) Valuation Check as Grounded Cargo Fleet Tightens Holiday Shipping Capacity

FedEx (FDX) just grounded a portion of its older cargo fleet after a deadly explosion, tightening air capacity precisely as the holiday rush peaks and putting fresh, highly visible pressure on near term earnings. See our latest analysis for FedEx. Despite the disruption, investors have treated it as a bump in an otherwise improving story. FedEx’s roughly 21.5 percent 3 month share price return contrasts with a near flat 1 year total shareholder return, suggesting momentum is rebuilding. If...
NYSE:HASI
NYSE:HASIDiversified Financial

Is Hannon Armstrong (HASI) Fairly Valued After Its Recent 21% Three-Month Share Price Gain?

HA Sustainable Infrastructure Capital (HASI) has quietly delivered a 21% gain over the past 3 months, outpacing many income-focused peers as investors revisit climate infrastructure as a long-term cash flow story. See our latest analysis for HA Sustainable Infrastructure Capital. That recent 21% 3 month share price return comes on top of a solid year to date share price gain, even though the 5 year total shareholder return is still negative. This suggests momentum is rebuilding as investors...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen (BIIB): Assessing Valuation After Promising New Zorevunersen Data in Dravet Syndrome

Biogen (BIIB) shares are back in focus after new long term data on zorevunersen, presented at the American Epilepsy Society meeting, pointed to sustained seizure reductions and cognitive gains in Dravet syndrome. See our latest analysis for Biogen. The latest zorevunersen update lands after a strong run, with Biogen’s 1 month share price return of 16.6 percent helping lift its 1 year total shareholder return to 15.9 percent, even though the 3 year total shareholder return remains sharply...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Is Canadian Solar’s (CSIQ) New U.S. JV a Strategic Shift in Its North American Ambitions?

In December 2025, Canadian Solar Inc. announced it will resume direct oversight of its U.S. operations by launching CS PowerTech, a majority-owned joint venture focused on North American manufacturing and sales of solar modules, cells, and advanced energy storage systems. The move to reshoring, including about US$50 million in related-party asset acquisitions and new American joint ventures, aims to deepen Canadian Solar’s North American footprint and build a more resilient, transparent...