NYSE:JLL
NYSE:JLLReal Estate

Is It Too Late To Consider Jones Lang LaSalle (JLL) After Its Strong Multi‑Year Rally?

Wondering if Jones Lang LaSalle at around US$346 a share is still good value, or if the easy money has already been made? This article will walk you through what the numbers actually say about the stock's price tag. The share price has recently closed at US$346.28, with returns of 2.9% over 7 days, 6.5% over 30 days, 3.1% year to date, 39.7% over 1 year, 98.5% over 3 years and 132.3% over 5 years. This naturally raises questions about how much upside or risk might be priced in today. Recent...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Do Patria Investments’ (PAX) Upbeat EPS Outlook And Cash Flows Signal A Durable Growth Engine?

Recently, Zacks highlighted Patria Investments as a strong growth stock, citing its favorable Growth Score, positive earnings estimate revisions, and an expected 21.8% EPS increase this year versus the broader industry. This endorsement also pointed to Patria’s comparatively stronger cash flow trends, suggesting its business model may be gaining traction relative to peers. Now we’ll examine how this upbeat earnings outlook and cash flow commentary could reshape Patria Investments’ broader...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (ALGN) Is Up 9.2% After Raising Q4 Outlook And Setting 2025 Earnings Date

Align Technology has already announced it will release its fourth-quarter and full-year 2025 results on 4 February 2026 after the market close, followed by a webcasted conference call reviewing performance in its clear aligner and digital dentistry businesses. This upcoming earnings update has drawn attention because it follows earlier guidance revisions showing year-over-year Clear Aligner volume growth and analysts’ expectations for higher profitability. Next, we’ll examine how the raised...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Is TimesSquare’s ERP-Focused Bet Altering The Investment Case For Casella Waste Systems (CWST)?

In the third quarter of 2025, TimesSquare Capital Management highlighted Casella Waste Systems in its investor letter, noting that while revenue exceeded expectations, earnings were pressured by slower integration of acquired territories and rollout of a new enterprise resource planning system. The investor’s decision to increase its Casella holdings, despite these temporary operational setbacks, underscores confidence that integration progress and ERP benefits could enhance margins over...
NYSE:FLUT
NYSE:FLUTHospitality

Assessing Flutter Entertainment (NYSE:FLUT) Valuation After Candle Lake Crosses 15% Voting Rights Threshold

Flutter Entertainment (FLUT) has drawn fresh investor attention after disclosing that Candle Lake Limited has crossed the 15% voting rights threshold through equity swap agreements, a shift in ownership that can influence how you view the stock. See our latest analysis for Flutter Entertainment. The Candle Lake move lands at a time when Flutter’s share price, now at $217.36, has seen a 2.8% 1 day share price return and a 10.3% 3 month share price decline. The 3 year total shareholder return...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

Assessing Futu Holdings (FUTU) Valuation After Strong Earnings And Rising Investor Optimism

Futu Holdings (FUTU) is back in focus after strong quarterly earnings and a 9.01% move higher, with investors weighing its high leverage against its solid cash position and recent business adjustments. See our latest analysis for Futu Holdings. That earnings driven jump sits within a mixed picture, with a 7 day share price return of 9.66% and a 90 day share price return of 16.48%. Meanwhile, the 1 year total shareholder return of 132.57% points to strong momentum that has built over time...
NYSE:DELL
NYSE:DELLTech

Is Dell Technologies (DELL) Still Attractive After Recent Double Digit Share Price Pullback

Wondering if Dell Technologies at around US$118.50 is still good value or if most of the opportunity is already priced in? This article is going to help you size up what you are really paying for the stock. The share price is down 5.9% over the last week and 14.3% over the last month, while the 1 year return is 1.1% and the 3 year return is 216.0%. This hints at a very different experience depending on when you came in. Recent attention on large technology names and ongoing discussion about...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

The Bull Case For Pegasystems (PEGA) Could Change Following Insider Sale Plans And Rate Repricing

Pegasystems recently saw pressure on its stock after investors reassessed rate-sensitive software names and a company officer filed to sell up to 4,000 shares. This combination of sector-wide repricing and insider activity has sharpened attention on how upcoming economic data and earnings could influence sentiment toward Pegasystems. We’ll now explore how the officer’s planned share sale and shifting rate expectations may affect Pegasystems’ existing investment narrative. Rare earth metals...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

A Look At Commvault Systems (CVLT) Valuation As Data Protection Momentum Draws Fresh Investor Attention

Commvault Systems (CVLT) is drawing fresh attention as investors focus on its growing data protection and cyber resilience offerings, including an expanding SaaS lineup and deeper ties with major cloud providers. See our latest analysis for Commvault Systems. At a share price of US$124.14, Commvault’s 90-day share price return of a 27.06% decline contrasts with a 1-year total shareholder return of a 21.33% decline and a 3-year total shareholder return of a 126.04% gain. This suggests longer...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

A Look At Nuvation Bio (NUVB) Valuation After The Recent UBS Downgrade

Analyst downgrade puts fresh spotlight on Nuvation Bio A recent UBS downgrade of Nuvation Bio (NUVB) to a hold rating has pulled fresh attention to the stock, prompting investors to reassess how they view its oncology pipeline and current valuation. See our latest analysis for Nuvation Bio. The downgrade lands after a sharp run, with a 90 day share price return of 125.94% and a 1 year total shareholder return of 180.73%. The latest 1 day move was a 4.41% decline, suggesting momentum may be...
NasdaqGS:XERS
NasdaqGS:XERSPharmaceuticals

How Investors Are Reacting To Xeris Biopharma (XERS) Raising 2025 Revenue Outlook And Recorlev Momentum

In early January 2026, Xeris Biopharma Holdings raised its full-year 2025 revenue guidance to approximately US$292 million, above its prior US$285 million–US$290 million range, citing record fourth-quarter and full-year revenue performance. The company also reported stronger-than-expected commercial momentum for Recorlev and recent patent additions, which together reinforce management’s confidence in its long-term growth ambitions. Next, we’ll explore how this upgraded revenue outlook and...
NYSE:CMA
NYSE:CMABanks

Is Comerica (CMA) Getting Ahead Of Itself After A 55% One Year Share Price Jump

If you are wondering whether Comerica's share price still offers value after a strong run, this review will help you separate sentiment from what the numbers suggest. Comerica's stock last closed at US$92.56, with returns of 6.5% over 7 days, 10.5% over 30 days, 4.4% year to date, 55.1% over 1 year, 57.3% over 3 years and 76.8% over 5 years. Recent market attention on U.S. regional banks has kept Comerica in focus, as investors reassess how interest rate expectations and credit conditions...
NYSE:HI
NYSE:HIMachinery

Is Hillenbrand (HI) Offering Value After Flat Near‑Term Returns And Mixed Valuation Signals

If you are wondering whether Hillenbrand is offering fair value or an opportunity, this article walks through the numbers in a clear and practical way. The share price recently closed at US$31.81, with returns of 0.3% over the last week, flat performance over the past month, and a 6.2% gain over the last year alongside longer term 3 year and 5 year returns of negative 25.3% and negative 19.2% respectively. Recent company updates and corporate actions help explain why the share price has...
NYSE:CTRI
NYSE:CTRIConstruction

Will Centuri’s US$870 Million Utility Contracts Shift Centuri Holdings' (CTRI) Narrative?

In recent announcements, Centuri Holdings reported securing more than US$870,000,000 in new commercial awards and bookings across North America, with roughly four-fifths tied to renewals of existing Master Service Agreements and the remainder from new contracts and strategic bids with investor-owned utilities. Beyond the headline figure, the mix of long-term MSA renewals and new regional wins in the Southwest and Midwest highlights Centuri’s embedded role in utility infrastructure work while...
NasdaqGS:EVCM
NasdaqGS:EVCMSoftware

A Look At EverCommerce (EVCM) Valuation After Revenue Miss Guidance Cut And ZyraTalk Acquisition

EverCommerce (EVCM) has quickly come into focus after a 19% share price drop linked to a revenue miss, reduced full year guidance, an AI acquisition, and a larger share repurchase plan. See our latest analysis for EverCommerce. At a share price of $12.07, EverCommerce’s recent 19% drop sits against a 30 day share price return of 21.06% and a 90 day share price return of 11.97%. The 1 year total shareholder return of 14.95% and 3 year total shareholder return of 40.35% point to momentum that...
NYSE:FHI
NYSE:FHICapital Markets

Leadership Shift in Fixed Income: What Does Federated Hermes' New CIO Structure Signal for FHI?

Federated Hermes, Inc. has announced that long-time fixed income executive R.J. Gallo will assume the role of global fixed income CIO and Ann Ferentino will become sole head of the Municipal Bond Group following current CIO Robert Ostrowski’s planned retirement on May 1, 2026, realigning oversight of US$101.80 billion in fixed income assets. The planned transition concentrates leadership of both global fixed income and municipal strategies in two long-tenured insiders, signaling an emphasis...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Does Pool (POOL) Turning Back to Growth Quietly Redefine Its Capital Allocation Playbook?

In recent coverage, Pool Corporation, a leading distributor of swimming pool supplies and leisure products, was highlighted for a return to sales and earnings growth after prior declines, alongside an improving free cash flow profile. Analysts and commentators also pointed to Pool’s steadily growing dividend, low payout ratio, and greater financial flexibility, underlining the company’s capacity to support future dividend increases, buybacks, or reinvestment without overstretching its...
NYSE:AVY
NYSE:AVYPackaging

A Look At Avery Dennison (AVY) Valuation After Q3 Beat And Walmart RFID Partnership

Avery Dennison (AVY) is back in focus after fiscal Q3 2025 results topped analyst expectations on adjusted EPS and revenue, and management issued an upbeat adjusted EPS outlook for Q4 2025. See our latest analysis for Avery Dennison. The upbeat Q3 release and Walmart RFID partnership have coincided with a 17.24% 90 day share price return and a US$186.02 share price, while the 5 year total shareholder return of 24.99% points to steadier long term compounding rather than surging momentum. If...
NYSE:EAT
NYSE:EATHospitality

Brinker International (EAT) Is Up 11.5% After Analyst Upgrades On Chili’s Momentum Has The Bull Case Changed?

In recent days, Brinker International has attracted renewed attention from Wall Street as several major firms upgraded their ratings and raised expectations, citing strong operating momentum at its Chili’s chain and effective menu enhancements. This wave of analyst optimism underscores how Chili’s same-store sales gains and brand execution are increasingly shaping perceptions of Brinker’s longer-term relevance in casual dining. We’ll now explore how this cluster of analyst upgrades, centered...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Does Zenas BioPharma (ZBIO) Pair INDIGO Success With Manageable China-Linked Risks In Its Strategy?

Zenas BioPharma recently announced positive results from its Phase 3 INDIGO trial of obexelimab in Immunoglobulin G4-Related Disease, highlighting a key clinical milestone for this rare autoimmune condition. The update also underscored extensive operational, financing, regulatory, and geopolitical risks, including reliance on China-based manufacturing partners and collaborators, that continue to shape the company’s outlook. Next, we’ll assess how the positive Phase 3 INDIGO data for...
NYSE:LBRT
NYSE:LBRTEnergy Services

A Look At Liberty Energy (LBRT) Valuation After New AI Data Center Power Partnership

Liberty Energy (LBRT) just announced a new partnership with Vantage Data Centers to supply utility scale, high efficiency power for North American data centers, including cloud and AI workloads, with capacity reserved through 2027. See our latest analysis for Liberty Energy. The Vantage partnership arrives after a 90-day share price return of 58.09%, even though the 1-year total shareholder return is 8.67% lower. Recent momentum has therefore been building from a softer longer-term base. If...
NYSE:GWRE
NYSE:GWRESoftware

Does Guidewire Software’s New US$500 Million Buyback Reveal a Deeper Capital Strategy Shift for GWRE?

On 8 January 2026, Guidewire Software, Inc. announced that its Board had authorized a new US$500,000,000 share repurchase program, to be funded from existing cash, working capital, or operating cash flows, following the completion of a prior US$400,000,000 buyback under which 4,705,840 shares, or 5.63% of shares outstanding, were retired. This renewed commitment to repurchases, alongside the recent completion of an earlier plan, underlines management’s emphasis on capital return and balance...
NYSE:ATKR
NYSE:ATKRElectrical

Atkore (ATKR) Valuation In Focus As Earnings Highlight Capital Discipline And Pricing Rationality

Atkore (ATKR) is back in focus after its latest earnings update, as investors weigh disciplined capital deployment, efficiency efforts, and a rational pricing backdrop against lingering questions around potential margin normalization. See our latest analysis for Atkore. Atkore’s recent earnings update comes as the stock shows short term momentum, with a 30 day share price return of 7.07% and a 90 day gain of 10.19%, while the 1 year total shareholder return of 16.39% decline and 3 year total...
NYSE:PSN
NYSE:PSNProfessional Services

A Look At Parsons (PSN) Valuation After New US$392 Million Federal Contract Win

Parsons (PSN) recently secured a ten year, US$392 million single award contract from a federal customer, a fresh mandate that puts its biometrics and network engineering capabilities in the spotlight after earlier contract setbacks. See our latest analysis for Parsons. The new federal contract arrives after a stretch where Parsons’ 90 day share price return of 20.59% contrasts with a 9.58% share price gain year to date. Its 1 year total shareholder return of 25.79% sits alongside a 52.06%...