NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Barclays’ Supportive View on Ionis’s RNA Pipeline and Partnerships Might Change The Case For Investing In Ionis Pharmaceuticals (IONS)

In late January 2026, Barclays analyst Eliana Merle initiated coverage on Ionis Pharmaceuticals with a positive rating, spotlighting its RNA-targeted therapy pipeline and extensive collaborations with large biopharma partners. This coverage underscored how Ionis’s late-stage candidates like Olezarsen and Donidalorsen, alongside alliances with firms such as Biogen and AstraZeneca, are shaping investor interest in the company’s future prospects. Next, we’ll examine how this supportive analyst...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Assessing Sunrun (RUN) Valuation After Recent Price Swings And Ahead Of Earnings

Recent price swings and upcoming earnings put Sunrun in focus Recent sharp moves in Sunrun (RUN), including a 7.66% decline followed by a 4.92% intraday gain, have put the stock in focus as investors look ahead to its February 26 earnings release. See our latest analysis for Sunrun. Those sharp daily moves sit against a mixed backdrop, with the 1 day share price return of a 3.85% decline and a 1 year total shareholder return of 109.94% contrasting with a 5 year total shareholder return of a...
NYSE:EL
NYSE:ELPersonal Products

How Investors May Respond To Estée Lauder (EL) Turnaround Momentum After Strong Q1 2026 Results

In recent weeks, The Estée Lauder Companies has drawn attention as analysts and investors highlighted its ongoing turnaround, following fiscal Q1 2026 results that outperformed on sales, margins, and key geographies including China, the US, and Travel Retail. An interesting angle is that Estée Lauder’s renewed momentum comes after a multi-year share price slump, with some investors now citing it as a leading contributor within the Consumer Staples sector, underscoring how quickly sentiment...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Does Earnings Beat And Rodney Hood Hire Change The Bull Case For Ally Financial (ALLY)?

In January 2026, Ally Financial reported full-year 2025 net income of US$852 million versus US$668 million a year earlier and appointed former top banking regulator Rodney Hood as senior policy advisor to CEO Michael Rhodes. Together, the earnings beat and the addition of a veteran policy voice highlight Ally’s focus on both operational execution and regulatory influence. We’ll now examine how the combination of stronger earnings and Rodney Hood’s appointment could shape Ally Financial’s...
NYSE:AIG
NYSE:AIGInsurance

How Investors Are Reacting To American International Group (AIG) CEO Transition And New CVC Partnership

In January 2026, American International Group announced that Chairman and CEO Peter Zaffino will step down as CEO by mid-year, with industry veteran Eric Andersen joining from Aon as President and CEO-elect while Zaffino moves into an Executive Chairman role. Separately, AIG entered into a long-term partnership with CVC, including up to US$1.50 billion of legacy private equity commitments and as much as US$2.00 billion for customized credit mandates, signaling a push toward more tailored...
NasdaqGS:JOYY
NasdaqGS:JOYYInteractive Media and Services

Is It Time To Reassess JOYY (JOYY) After Strong Multi Year Share Price Gains

If you are wondering whether JOYY's current share price reflects its underlying worth, this article walks through what the numbers are saying about the stock's value today. JOYY's share price closed at US$64.35, with a 7.3% decline over the last 7 days, a 0.6% decline over 30 days, a 0.6% decline year to date, a 59.6% return over 1 year, and a 102.4% return over 3 years, while the 5 year return stands at a 31.2% decline. Recent coverage around JOYY has focused on its position in the online...
NasdaqGS:HOLX
NasdaqGS:HOLXMedical Equipment

Assessing Hologic (HOLX) Valuation After Steady Returns And Modest Undervaluation Estimate

Hologic (HOLX) is drawing investor attention after recent trading, with shares last closing at US$74.93 and modest moves over the past month and past 3 months prompting a closer look at fundamentals. See our latest analysis for Hologic. Looking beyond the past few weeks, Hologic’s share price has been relatively steady, with modest positive share price returns over the past quarter and year to date. However, the 1 year total shareholder return of 3.87% contrasts with negative 3 and 5 year...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Does Intuit’s (INTU) Checkr Partnership Quietly Redefine Its Payroll Moat Against Rivals?

In late January 2026, Intuit’s annual shareholder meeting saw investors reject a proposal for a formal report on the return on investment of its diversity and inclusion programs, while approving directors, executive pay, and the auditor. Separately, Checkr announced a multi-year preferred partnership with Intuit to embed background checks directly into QuickBooks Online Payroll and Intuit Enterprise Suite, deepening the integration of hiring, compliance, and financial workflows for small...
NYSE:MAA
NYSE:MAAResidential REITs

The Bull Case For Mid-America Apartment Communities (MAA) Could Change Following Major Rent-Software Settlement

Mid-America Apartment Communities recently entered into a US$53,000,000 settlement agreement, subject to court approval, to resolve a multidistrict class-action lawsuit over its alleged use of rent-setting software to inflate multifamily rents. The settlement also includes forward-looking commitments around data disclosure and revenue management software that the company says align with its current business practices. Next, we’ll examine how this effort to reduce legal uncertainty around...
NYSE:EW
NYSE:EWMedical Equipment

Has Edwards Lifesciences (EW) Price Slide Created A Fair Value Opportunity?

If you are wondering whether Edwards Lifesciences is offering good value at its current share price, this article will walk you through what the numbers are really saying. The stock most recently closed at US$81.36, with a 7 day return of a 2.7% decline, a 30 day return of a 4.7% decline, and a 12.3% gain over the last year, which may have some investors reassessing both risk and upside. Recent news flow around Edwards Lifesciences has focused on its position in medical devices and investor...
NYSE:WD
NYSE:WDDiversified Financial

A Look At Walker & Dunlop (WD) Valuation After A Mixed Year Of Share Price Performance

Walker & Dunlop stock snapshot Walker & Dunlop (WD) has drawn attention after a mixed share price pattern, with a month gain of 7.1% set against a 21.7% decline over the past 3 months and a 32.1% drop over 1 year. For investors, that recent rebound alongside longer term weakness raises questions about how the company’s US$1,160.07 revenue base and US$112.314 net income compare with today’s closing price of US$62.89. See our latest analysis for Walker & Dunlop. Walker & Dunlop’s recent 7.1% 30...
NasdaqGS:ALMS
NasdaqGS:ALMSPharmaceuticals

Assessing Alumis (ALMS) Valuation After Successful Phase III Results For Envudeucitinib

Alumis (ALMS) is back in focus after reporting successful Phase III results for its TYK2 inhibitor, envudeucitinib, in moderate to severe plaque psoriasis. This clinical milestone has prompted fresh attention from Wall Street research desks. See our latest analysis for Alumis. Despite a one-day share price return of negative 8.68% leaving Alumis at US$24.51, the 30-day and year-to-date share price returns of 173.70% and a 1-year total shareholder return of 227.67% suggest momentum has been...
NYSE:PVH
NYSE:PVHLuxury

Will PVH’s (PVH) OpenAI Partnership Rewire Its Brand and Efficiency Narrative?

PVH Corp., owner of Calvin Klein and Tommy Hilfiger, recently announced a collaboration with OpenAI to co-create custom AI tools across product design, demand planning, inventory optimization and consumer engagement, embedding these capabilities via enterprise APIs and ChatGPT Enterprise throughout its global operations. This move marks a significant step in PVH’s PVH+ Plan to build a more data- and demand-driven operating model and accelerate its broader digital transformation agenda. We’ll...
NYSE:PB
NYSE:PBBanks

Is Prosperity Bancshares (PB) Offering Value After Recent Share Price Weakness?

If you are wondering whether Prosperity Bancshares is offering fair value at today's price, this article walks through what the numbers are actually saying about the stock. The share price closed at US$69.01 recently, with returns of a 4.0% decline over 7 days, 0.9% decline over 30 days, 0.9% decline year to date and 10.8% decline over the past year, compared to a 17.2% gain over five years. These moves sit against a backdrop where investors are paying close attention to how regional banks...
NYSE:AON
NYSE:AONInsurance

Aon Expands Climate Platform With €260m Emerging Markets Transition Fund

Aon (NYSE:AON) has launched a €260m emerging markets climate transition fund in partnership with Irish Life. The new fund brings Aon Ireland’s climate related investment strategies to over €1b. The move highlights growing client demand for climate focused and ESG aligned investment solutions. Aon, trading at $349.64, sits in a space where investors often watch both its advisory role and its own capital allocation choices. Over 5 years, the stock is up 62.6%, with a 14.0% return over 3...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

Assessing CDW (CDW) Valuation After Earnings Beat But Softer Revenue Guidance And Analyst Downgrades

Event overview and why CDW is on watch CDW (CDW) has come under closer investor scrutiny after its latest update. Earnings surpassed expectations, but revenue and guidance came in below market estimates, prompting several analysts to trim their outlook on the stock. See our latest analysis for CDW. CDW's share price has retreated over the past quarter, with a 30 day share price return of a 5.08% decline and a 90 day share price return of an 18.37% decline. This has contributed to a 1 year...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Security Sharing Move Meets Mixed Valuation Signals For Investors

Coinbase Global (NasdaqGS:COIN) expanded its threat intelligence sharing program through a deeper integration with Crypto ISAC. The company now shares high confidence cyber threat data with a wider set of vetted industry participants on an ongoing basis. The initiative targets sophisticated attacks, including those linked to state sponsored actors, across the crypto ecosystem. For you as an investor, this move sits at the intersection of cybersecurity and digital asset infrastructure...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum (QBTS) Is Down 17.2% After Major QCaaS Deal And HQ Move To Florida - What's Changed

D-Wave Quantum Inc. recently unveiled a series of major updates, including a US$10 million two-year Quantum Computing as a Service agreement with a Fortune 100 company, a US$20 million Advantage2 system sale to Florida Atlantic University, and plans to relocate its global headquarters and a key U.S. R&D facility to Boca Raton, Florida. Together with new defense collaborations and expanded hybrid solver capabilities, these moves highlight D-Wave’s push to turn advanced quantum research into...
NYSE:AMT
NYSE:AMTSpecialized REITs

American Tower (AMT) Valuation Revisited After DISH Default And Concerns Over Asset Demand

American Tower (AMT) is back in focus after DISH Wireless defaulted on payments under a tower collocation agreement, prompting American Tower to seek a declaratory judgment while affirming no expected impact on 2025 financial results. See our latest analysis for American Tower. American Tower shares trade at US$179.28, with a 30 day share price return of 2.56% and a 1 year total shareholder return of 0.34%. This suggests momentum has been modest, while longer term returns over three and five...
NYSE:RBC
NYSE:RBCMachinery

How Margin Gains And Segment Strength At RBC Bearings (RBC) Have Changed Its Investment Story

RBC Bearings recently reported a strong fiscal second quarter of 2025, beating earnings and revenue expectations while highlighting momentum across its Aerospace/Defense and Industrial segments following the DODGE acquisition. Analyst upgrades, improved earnings estimates, and management’s focus on margin expansion have reinforced investor confidence in the company’s operational performance and market positioning. We’ll now examine how RBC Bearings’ margin expansion and segment strength...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Century Aluminum (CENX) Valuation After New U.S. Smelter Agreement With Emirates Global Aluminium

Century Aluminum (CENX) is back in focus after it agreed with Emirates Global Aluminium to develop a new primary aluminum smelter in Inola, Oklahoma, which would be the first such U.S. facility in nearly 50 years. See our latest analysis for Century Aluminum. The joint development news has arrived after a sharp run, with a 90 day share price return of 47.51% and a 1 year total shareholder return of about 1.5x, although the 1 day and 7 day share price moves have pulled back. Recent events...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Assessing MYR Group (MYRG) Valuation After A Strong Multi‑Year Shareholder Return Run

Stock performance snapshot and business context MYR Group (MYRG) has caught investor attention after a recent session where the stock closed at $250.04, with short term and longer term returns showing mixed moves over the past week, month and past 3 months. The company provides electrical construction services across the United States and Canada through its Transmission and Distribution and Commercial and Industrial segments, serving utilities, developers, industrial facilities and government...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Berkshire Hathaway Shifts As Greg Abel Begins Portfolio Repositioning

Warren Buffett has stepped down as CEO of Berkshire Hathaway (NYSE:BRK.B) after roughly six decades at the helm. Greg Abel has taken over as CEO and has begun adjusting Berkshire's portfolio, including divesting certain underperforming holdings. The leadership transition and portfolio moves mark a new phase for one of the largest and most closely watched conglomerates in global markets. Berkshire Hathaway spans insurance, rail, energy, manufacturing, and a wide mix of listed equity...
NYSE:NE
NYSE:NEEnergy Services

Assessing Noble (NE) Valuation After US$1.3b Global Contract Backlog Expansion

Noble (NE) has put fresh contract activity in the spotlight after announcing about US$1.3b in new backlog tied to nine rigs, spanning Norway, Nigeria, Guyana, the U.S. Gulf, South America, and Trinidad. See our latest analysis for Noble. That new US$1.3b backlog lands at a time when Noble’s share price has gained 22.8% year to date, including a 22.8% 30 day share price return and a 19.6% 1 year total shareholder return. This indicates that recent momentum has been building rather than...