NYSE:DTM
NYSE:DTMOil and Gas

A Look At DT Midstream (DTM) Valuation After Recent Executive Leadership Changes

DT Midstream (DTM) is reshaping its leadership, with long-time Chief Executive Officer David Slater elected Executive Chairman and Christopher Zona stepping into the President role while continuing as Chief Operating Officer. See our latest analysis for DT Midstream. Those leadership changes come at a time when DT Midstream’s share price, at US$125.47, has been gaining ground, with a 90 day share price return of 14.59% and a 3 year total shareholder return of about 7x. This suggests momentum...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

A Look At Credo Technology Group (CRDO) Valuation After Blue Heron 224G AI Retimer Launch

Credo Technology Group Holding (CRDO) has drawn fresh attention after launching its Blue Heron 224G AI scale up retimer, a chip aimed at tackling wiring and signal integrity constraints inside AI focused data centers. See our latest analysis for Credo Technology Group Holding. Even with the Blue Heron launch and a recent patent license agreement with 3M, the share price has been under pressure in the short term, with a 30 day share price return of 10.66% and a 90 day share price return of...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Is QuantumScape (QS) Pricing Reflect Solid State Battery Progress After Mixed Recent Returns?

If you are asking whether QuantumScape is reasonably priced or just riding a story, you are in the right place. We are going to focus squarely on what you are getting for the current share price. The stock has had a mixed run, with a 1 year return of 89.5% but declines of 8.8% over 7 days, 5.1% over 30 days and 10.9% year to date. This can change how investors think about both upside and risk. Recent attention on QuantumScape has largely centered on its solid state battery technology...
NYSE:ACN
NYSE:ACNIT

Is Accenture (ACN) Pricing Reflect Its Cash Flow Value After Recent Share Price Weakness

If you are wondering whether Accenture's current share price really reflects what the business is worth, you are in the right place for a closer look at value. Accenture recently closed at US$261.22, with a 7 day return of 8.4% decline, a 30 day return of 3.3% decline, and a 1 year return of 29.9% decline. This sets an interesting backdrop for a stock that is roughly flat year to date at 0.5% and up 11.9% over 5 years. Recent headlines around Accenture have focused on its role as a major...
NYSEAM:TMP
NYSEAM:TMPBanks

Will Tompkins Financial’s (TMP) Stronger Earnings and Higher Dividend Payout Reshape Its Investment Narrative?

Tompkins Financial Corporation reported past fourth-quarter and full-year 2025 results showing higher net interest income of US$69.06 million and US$249.73 million, respectively, alongside a rise in net income to US$96.25 million for the quarter and US$161.07 million for the year. Despite higher net charge-offs of US$3.28 million in the quarter, the board raised the regular quarterly dividend to US$0.67 per share, an increase that signals confidence in the company’s earnings power. Next,...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

A Look At Icahn Enterprises (IEP) Valuation As It Plans To Fully Redeem 2026 Senior Notes

Icahn Enterprises (IEP) has told investors it plans to redeem all of its 6.250% Senior Notes due 2026 on February 26, 2026, using cash on hand, fully retiring this specific debt. See our latest analysis for Icahn Enterprises. The planned redemption comes after a mixed period for Icahn Enterprises, with a 30 day share price return of 6.99% and a year to date share price return of 4.41%. However, a 3 year total shareholder return decline of 73.04% signals longer term pressure and fading...
NYSE:HIMS
NYSE:HIMSHealthcare

Is Hims’ “Rich People Live Longer” Super Bowl Gambit Reframing the Investment Case for HIMS?

In recent days, Hims & Hers Health has drawn attention with its return to the Super Bowl, airing a provocative “Rich People Live Longer” campaign that highlights the link between wealth and healthcare access while promoting its telehealth, diagnostics, and treatment offerings. At the same time, options trading activity around the stock has intensified ahead of the late‑February earnings release, underscoring how the campaign’s bold stance on health inequality is feeding into wider...
NYSE:JOBY
NYSE:JOBYAirlines

Joby Aviation (JOBY) Valuation After US$1.2b Capital Raise And Dilution Concerns

Joby Aviation (JOBY) is back in focus after raising more than US$1.2b through new common stock and 0.75% convertible senior notes due 2032. This funding step brings both extra capital and shareholder dilution. See our latest analysis for Joby Aviation. The capital raise news has coincided with sharp short term pressure on the shares. There has been a 1 day share price return of a 16.68% decline and a 7 day share price return of a 23.38% decline. However, the 1 year total shareholder return of...
NYSE:IBM
NYSE:IBMIT

IBM (IBM) Margin Expansion To 15.7% Tests Cautious Earnings Narratives

International Business Machines (IBM) closed out FY 2025 with fourth quarter revenue of US$19.7b and basic EPS of US$5.96, while trailing twelve month EPS came in at US$11.34 alongside net income from continuing operations of US$10.57b. Over recent quarters the company has seen revenue move from US$17.6b in Q4 2024 to US$14.5b in Q1 2025, US$17.0b in Q2 2025 and US$16.3b in Q3 2025, with basic EPS ranging from US$1.14 to US$5.96 across the same stretch, highlighting a story in which changes...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Is DocuSign’s (DOCU) AI eSignature Push Redefining Its Edge In Contract Management?

In recent weeks, DocuSign has rolled out new AI-powered eSignature features and drawn continued support from analysts, who highlight the company’s Identity and Access Management product cycle and broader contract management platform as key strengths. What stands out is that this product innovation and analyst enthusiasm are emerging even as the business operates against a backdrop of heightened competition and evolving market conditions. Against this backdrop, we’ll explore how DocuSign’s...
NYSE:ACM
NYSE:ACMConstruction

Does Navy JV Win And Bullish Analyst Ratings Change The Bull Case For AECOM (ACM)?

In recent days, AECOM has drawn attention as Goldman Sachs and Citi reiterated positive ratings while a Stantec–AECOM joint venture secured a US$150 million U.S. Navy contract. This combination of upbeat analyst views and fresh government work highlights how AECOM’s engineering capabilities continue to attract confidence from both Wall Street and public-sector clients. We’ll now examine how the new Navy joint venture contract shapes AECOM’s investment narrative and potential long-term...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK) Margin Compression To 6.2% Tests Bullish Earnings Growth Narrative

Oshkosh (OSK) has wrapped up FY 2025 with fourth quarter revenue of US$2.7 billion and basic EPS of US$2.11, alongside net income of US$133.8 million. This sets the tone for a year where trailing twelve month revenue reached US$10.4 billion and EPS came in at US$10.08. Over recent quarters, revenue has moved in a tight band around US$2.7 billion, while basic EPS has ranged from US$1.73 to US$3.17, giving investors a clearer view of how earnings respond to shifts in volume and mix. With...
NYSE:DRI
NYSE:DRIHospitality

Should Darden’s Growth Guidance and Insider Selling Require Action From Darden Restaurants (DRI) Investors?

Darden Restaurants recently reported resilient sales and traffic growth despite inflationary pressures, with management guiding for full-year sales and adjusted EPS growth supported by new restaurant openings and expanded delivery channels. At the same time, director Charles Sonsteby’s January 23, 2026 sale of 3,123 shares added to a year of insider selling activity without any insider purchases, offering an additional lens on internal sentiment. We’ll now examine how Darden’s guidance for...
NYSE:MKL
NYSE:MKLInsurance

Markel Group (MKL) Valuation Check After Mixed Short Term Returns And Solid Multi Year Performance

Markel Group stock overview Markel Group (MKL) has drawn attention after recent trading left the shares with mixed short term returns, including a month decline alongside a positive move over the past 3 months. For investors tracking longer horizons, Markel Group’s total return figures over the past year, 3 years, and 5 years offer additional context on how the stock has behaved through different market conditions. See our latest analysis for Markel Group. At a latest share price of...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

PDD Holdings Faces 2026 Regulatory Probes And Shifting Growth Outlook

PDD Holdings (NasdaqGS:PDD) is facing heightened regulatory scrutiny in China in 2026, as authorities continue sector wide probes. The company is caught up in broader investigations into internet platforms, including food delivery services and anti monopoly actions. Recent analyst commentary has flagged regulatory risk as a key issue for PDD Holdings and the wider Chinese internet sector. PDD Holdings, the owner of discount ecommerce platform Pinduoduo and global site Temu, now sits in the...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart’s Pharmacy Automation And Workforce Upgrade Could Be A Game Changer For Walmart (WMT)

In recent weeks, Walmart has accelerated its push into Health & Wellness by raising pay, upgrading 3,000 pharmacy technician roles to team leads, and investing in automated central fill hubs to support expanded prescription delivery. This effort not only reinforces healthcare as a major revenue pillar for Walmart, but also highlights how higher‑skilled pharmacy roles could support more efficient, service-led growth. We’ll now examine how Walmart’s expanded pharmacy workforce and automation...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is It Too Late To Reassess Expedia Group (EXPE) After Its Strong Multi Year Rally?

If you are wondering whether Expedia Group's current share price still offers value after a strong run, this breakdown will help you put the numbers in context before you decide what to do next. The stock last closed at US$272.77, with returns of 59.9% over 1 year, 126.4% over 3 years and 93.8% over 5 years, even though the shorter term picture includes a 2.5% decline over 7 days, a 4.3% decline over 30 days and a 3.6% decline year to date. Recently, attention has focused on Expedia Group's...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Stronger Earnings And Faster Comerica Integration Could Be A Game Changer For Fifth Third Bancorp (FITB)

Fifth Third Bancorp recently reported fourth-quarter 2025 results showing higher net interest income of US$1,529 million and net income of US$731 million, while also disclosing lower net charge-offs of US$125 million compared with a year earlier. Management highlighted that integration of Comerica is running ahead of schedule, with expected earnings-per-share benefits now targeted earlier than initially planned and supported by growth in commercial payments, technology investments and...
NasdaqGS:HWKN
NasdaqGS:HWKNChemicals

Hawkins (HWKN) Margin Slippage In Q3 2026 Tests Premium P/E Narrative

Hawkins (HWKN) opened Q3 2026 with total revenue of US$244.1 million and basic EPS of US$0.69, alongside net income excluding extra items of US$14.3 million. These figures set the baseline for how the quarter is being judged. The company’s quarterly revenue moved from US$226.2 million in Q3 2025 to US$244.1 million in Q3 2026, while basic EPS shifted from US$0.72 to US$0.69 over the same period. This frames a results season in which investors are closely watching how margins are holding up...
NYSE:PFSI
NYSE:PFSIDiversified Financial

Is PennyMac Financial Services (PFSI) Still Attractively Priced After Its Strong Multi‑Year Rally?

If you are wondering whether PennyMac Financial Services at around US$149.70 is still reasonably priced after a strong run, this article walks through what the current valuation actually looks like. The stock has seen a 1.3% decline over the last 7 days, a 12.3% gain over the last 30 days, 13.8% year to date, 31.9% over 1 year, 113.4% over 3 years and 148.1% over 5 years, which can change how the market thinks about both its potential and its risks. Recent news coverage around PennyMac...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding Taps EDB Postgres AI To Power Next‑Phase Growth

Waystar Holding (NasdaqGS:WAY) has adopted EDB Postgres AI to consolidate and scale its mission critical healthcare payments platform. The move is aimed at improving reliability and operational performance in a highly regulated healthcare environment. The platform supports transactions for roughly half of the U.S. patient population, giving the technology choice wide operational reach. Waystar focuses on healthcare payments, where reliable processing and strict compliance are central to its...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

Assessing CCC Intelligent Solutions Holdings (CCC) Valuation After Recent Share Price Weakness

CCC Intelligent Solutions Holdings (CCC) has been drawing attention after recent share price pressure, with the stock down over the month and the past 3 months. This has prompted investors to reassess what they are paying for its SaaS exposure. See our latest analysis for CCC Intelligent Solutions Holdings. That recent share price pressure fits into a weaker trend, with a 30-day share price return of 5.99% decline and a 1-year total shareholder return of 32.65% decline, suggesting momentum...
NasdaqGS:IMSR
NasdaqGS:IMSRConstruction

Terrestrial Energy DOE Agreement Puts TEFLA And IMSR Momentum In Focus

Terrestrial Energy, ticker NasdaqGS:IMSR, has executed an Other Transaction Authority agreement with the U.S. Department of Energy for Project TEFLA. The TEFLA project focuses on producing IMSR Fuel Salt and advancing domestic nuclear fuel capabilities for next generation reactors. This OTA framework is intended to support the commercial readiness of Terrestrial Energy's IMSR plants and deepen its collaboration with the DOE. Terrestrial Energy enters this agreement with the DOE as its...
NYSE:HLI
NYSE:HLICapital Markets

Houlihan Lokey Q3 Earnings Growth Outpaces History And Tests Premium P/E Narrative

Houlihan Lokey (HLI) reported a busy quarter, with Q3 2026 revenue of US$717.1 million and basic EPS of US$1.75, supported by trailing 12 month EPS of US$6.73 and net income of US$447.8 million on revenue of US$2.6 billion. Over recent quarters the company’s revenue has increased from US$574.9 million and EPS of US$1.42 in Q2 2025 to US$717.1 million and EPS of US$1.75 in Q3 2026. Over the same period, trailing 12 month EPS rose from US$5.15 to US$6.73 and net income from US$334.4 million to...