NYSE:PGR
NYSE:PGRInsurance

What Progressive (PGR)'s Jumbo Special Dividend and Strong Underwriting Mean For Shareholders

Earlier this month, The Progressive Corporation’s board declared a quarterly dividend of US$0.10 per share and a much larger annual dividend of US$13.50 per share, both payable on January 8, 2026, to shareholders of record on January 2, 2026. These dividend decisions came alongside November 2025 results showing double‑digit growth in net premiums written and earned, plus an 87.1 combined ratio that underscores currently efficient underwriting. With this strong premium growth and underwriting...
NYSE:SLG
NYSE:SLGOffice REITs

Does SL Green’s 2025 Leasing Momentum and Preferred Dividend Shape a New Capital Playbook for SLG?

SL Green Realty Corp. recently announced that its board declared a regular quarterly cash dividend of US$0.40625 per share on its Series I Preferred Stock for the period from October 15, 2025 to January 14, 2026, payable on January 15, 2026 to shareholders of record as of December 31, 2025. Alongside this, the company reported signing 2.3 million square feet of Manhattan office leases so far in 2025, with a further 1.2 million square feet in its pipeline, underscoring how active leasing...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Assessing Nektar Therapeutics (NKTR) Valuation After a Volatile Year and Recent Share Price Pullback

Market context and recent performance Nektar Therapeutics (NKTR) has quietly turned into a high volatility story stock, with shares up more than 200% over the past year even as the past month has been choppy. See our latest analysis for Nektar Therapeutics. That surge has come with a reality check, as the 30 day share price return of negative 23.22% and recent weekly pullback suggest some speculative heat is cooling even though the 1 year total shareholder return remains exceptionally...
NYSE:CNMD
NYSE:CNMDMedical Equipment

Will Exiting Gastroenterology to Refocus on Core Surgery Change CONMED’s (CNMD) Margin Expansion Narrative?

In early December 2025, Olympus, W. L. Gore & Associates, and CONMED announced that US distribution of the GORE VIABIL biliary stent will shift from CONMED to Olympus on January 1, 2026, as CONMED accelerates the end of its Gore distribution agreement. At the same time, CONMED confirmed it will exit its gastroenterology product lines to focus resources on minimally invasive, robotic, and orthopedic soft tissue surgery, aligning its portfolio more tightly with its core areas. Now, we will...
NYSE:KRP
NYSE:KRPOil and Gas

Does Kimbell Royalty Partners (KRP) 2030 Credit Deal Quietly Redefine Its Risk And Growth Profile?

Kimbell Royalty Partners, LP recently completed its Fall 2025 borrowing base redetermination and entered a Second Amended and Restated Credit Agreement, extending its secured revolving credit facility’s maturity to December 16, 2030, reaffirming a US$625 million borrowing base, cutting interest spreads by 35 basis points, and lifting the maximum facility size to US$1.50 billion. The unanimous support from existing lenders, combined with lower borrowing costs and looser covenants, signals...
NYSE:RITM
NYSE:RITMMortgage REITs

Will Wedbush’s Crestline-Fueled Asset Management Call Change Rithm Capital’s (RITM) Narrative?

Earlier this week, Wedbush initiated coverage on Rithm Capital Corp. with an Outperform rating, pointing to its valuation, consistent dividend history, and the recent Crestline Management acquisition that lifted its investable assets to about US$102 billion. The endorsement also drew attention to the firm’s growing investment advisor arm and expansion in alternative lending, reinforcing Rithm’s push to become a broader real-asset and credit manager rather than a traditional mortgage REIT...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

WesBanco (WSBC): Assessing Valuation After a 16% Monthly Share Price Climb

WesBanco (WSBC) has quietly put together a solid run, with the stock up roughly 16% over the past month. That climb comes alongside double digit revenue and earnings growth and is drawing fresh attention to its valuation. See our latest analysis for WesBanco. Zooming out, WesBanco’s 30 day share price return of about 16% has helped lift year to date gains and sits alongside a five year total shareholder return of roughly 47%. This suggests momentum is building as investors warm to its growth...
NYSE:SPIR
NYSE:SPIRProfessional Services

Is Spire Global (SPIR) Quietly Repositioning as a Dual Defense and Energy Data Platform?

In recent days, Spire Global announced it secured a place on the Missile Defense Agency’s SHIELD IDIQ contract with a ceiling of US$151.00 billion and expanded its AI-driven Power Generation Forecasts into the ERCOT power market using its satellite-enhanced weather and RF data capabilities. These moves highlight how Spire is leaning on its fully deployed satellite constellation and AI weather platform to deepen exposure to U.S. defense and renewable energy customers at the same time. We’ll...
NYSE:ANDG
NYSE:ANDGProfessional Services

Assessing Andersen Group’s (ANDG) Valuation After Its Sharp One-Day Share Price Surge

Andersen Group (ANDG) shares edged higher today, and investors are starting to ask whether this quiet move is the start of a new trend or just short term noise. See our latest analysis for Andersen Group. Today’s 1 day share price return of 46.88% at a closing share price of $23.5 marks a sharp break higher for Andersen Group, hinting that investors are rapidly repricing its growth and risk profile after a relatively muted year to date. This suggests early signs of building momentum rather...
NYSE:COUR
NYSE:COURConsumer Services

Coursera (COUR) Valuation: Assessing the Pullback After a 32% Three-Month Share Price Slide

Coursera (COUR) shares have quietly slid about 32% over the past 3 months, even as its revenue and net income trend higher. This has created an interesting gap between business progress and market sentiment. See our latest analysis for Coursera. Over the past year, Coursera’s share price return has softened, with the recent 90 day slide to about $7.84 suggesting investors are reassessing near term execution risk, even as revenue and net income continue to improve. If Coursera’s recent...
NYSE:BROS
NYSE:BROSHospitality

Has Dutch Bros Recent Share Price Surge Left Limited Upside in 2025?

If you are wondering whether Dutch Bros is still a smart buy after its big run, or if you would just be paying up for hype, this is a good place to unpack what the market might be missing on value. The stock has climbed 3.3% over the last week, 22.1% over the past month, and is up 22.9% in the last year, compounding into a 108.8% gain over three years that has investors rethinking both its growth potential and risk profile. Recent attention has focused on Dutch Bros rapid store expansion...
NYSE:FINV
NYSE:FINVConsumer Finance

FinVolution Group (NYSE:FINV) Valuation After New AI Framework and Technology Forum Announcement

FinVolution Group (FINV) just put its AI ambitions front and center, hosting a closed door tech forum on new AI paradigms and unveiling a framework to integrate advanced models into its core lending operations. See our latest analysis for FinVolution Group. Despite this strategic AI push, FinVolution’s share price has slid in recent months, with a 90 day share price return of negative 35.1 percent. At the same time, its five year total shareholder return of 163.92 percent suggests long term...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare (GEHC): Valuation Check After Landmark Indonesia CT Scanner Deal and Emerging Markets Expansion

GE HealthCare Technologies (GEHC) just landed a multi year deal to supply over 300 CT scanners across Indonesia, tying the stock story to a flagship national health upgrade and a deeper push into emerging markets. See our latest analysis for GE HealthCare Technologies. The Indonesia CT contract and the extended VasoHealthcare sales agreement land at a time when momentum in GE HealthCare’s stock is quietly improving, with a roughly mid teens 1 month share price return feeding into a solid...
NasdaqCM:PROP
NasdaqCM:PROPOil and Gas

Prairie Operating (PROP) Is Down 5.1% After Insider Buying Near Lows And Big Four Auditor Switch

Prairie Operating recently drew attention after entities linked to ten percent owner Gregory K. O’Neill bought over US$2,000,000 of common stock near its 52-week low, while the company also appointed Deloitte & Touche LLP as its new independent auditor for the 2025 fiscal year. This combination of insider buying and a transition to a Big Four audit firm is sharpening investor focus on Prairie Operating’s governance and perceived underlying value. Next, we’ll examine how the significant...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW): Reassessing Valuation After a Strong Year-To-Date Rally and Recent Pullback

Corning (GLW) has quietly turned into one of this year’s stronger tech compounders, with the stock up sharply year to date even after a recent pullback. That gains-heavy backdrop now puts valuation and sustainability under the microscope. See our latest analysis for Corning. After a stellar run earlier in the year, the recent 9 percent 7 day share price pullback to about $85 still sits within a powerful upswing. The year to date share price return and multi year total shareholder returns both...
NYSE:AON
NYSE:AONInsurance

Is Aon Still Attractively Priced After Its 76.1% Five Year Share Price Surge?

Wondering if Aon at around $352 a share is still worth buying, or if the easy money has already been made? Let us unpack what the current price really implies about future value. Over the last week Aon is up about 3.5%, but it is almost flat over 1 year with just a 0.7% gain and a modest 0.6% rise over 30 days, leaving year to date returns slightly negative at -0.8% despite a strong 76.1% run over 5 years. Recently, the market has been reacting to Aon's ongoing strategic push in risk, health...
NYSE:DY
NYSE:DYConstruction

Dycom Industries (DY): Reassessing Valuation After Four Straight Earnings Beats and Fiber-Driven Growth Momentum

Dycom Industries (DY) is back in focus after another above-consensus quarter, its fourth straight earnings beat, as investors weigh how much of the fiber and data center boom is already priced in. See our latest analysis for Dycom Industries. That backdrop helps explain why, even after a 1 day share price return of minus 2.18 percent and some profit taking this week, Dycom still sports a powerful year to date share price return of 92.43 percent and a 1 year total shareholder return above 100...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Is Morgan Stanley’s Backing Reframing Astera Labs (ALAB) as a Core AI Data Center Connectivity Play?

Morgan Stanley recently named Nvidia, Broadcom and Astera Labs among its top semiconductor picks for 2026, highlighting AI-driven demand for data center connectivity chips and Astera’s role as a standout small-cap in this space. The bank’s focus on Astera Labs’ exposure to hyperscale AI infrastructure and open-standards connectivity puts fresh attention on its position in next-generation data center buildouts. We’ll now explore how Morgan Stanley’s endorsement of Astera Labs as a leading...
NYSE:CRK
NYSE:CRKOil and Gas

How Investors Are Reacting To Comstock Resources (CRK) Record Short Interest and Divided Outlook

In recent weeks, Comstock Resources has seen short interest climb to a record very large portion of its free float, continuing a five-week rise that reflects growing bearish positioning among investors. This surge in short interest highlights a sharp divide between skeptical traders and analysts who still see potential in the company’s long-term fundamentals. Next, we’ll examine how this elevated short interest could influence Comstock Resources’ investment narrative around Haynesville...
NYSE:FIG
NYSE:FIGSoftware

Has Figma’s 2025 Valuation Reset After Adobe Merger Fallout And 67.7% Share Price Slide?

If you have been wondering whether Figma is a bargain after its rough debut, this breakdown will walk through what the current price might really be telling you. The stock has slipped about 4.8% over the last week and is roughly flat over 30 days, but is still down around 67.7% year to date, which has shifted a lot of investors from fear of missing out to fear of catching a falling knife. That drawdown has played out alongside ongoing integration headlines with Adobe after their terminated...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI): Valuation Under Fresh Analyst Scrutiny After New Quantum Sector Coverage

Rigetti Computing (RGTI) is suddenly front and center again after a wave of new analyst coverage put its quantum ambitions and stock valuation under the microscope, mixing long term optimism with sharper questions about near term risks. See our latest analysis for Rigetti Computing. Those fresh notes land after a choppy stretch for Rigetti, with a 1 year total shareholder return of about 201 percent but a weaker recent run including a 90 day share price return of negative 21 percent. This...
NYSE:TSN
NYSE:TSNFood

Does Tyson Foods Offer Value After Recent Cost Cutting and Share Price Rebound?

Wondering whether Tyson Foods is quietly turning into a value opportunity or just another range bound staple stock? Let us unpack what the recent moves and fundamentals are really telling us about TSN. After drifting for a while, Tyson shares now sit around $58.50, down about 1.8% over the last week but still up roughly 9.0% over the past month and modestly positive year to date with a 4.1% gain over the last year. Recent attention has centered on Tyson's ongoing efficiency push, including...
NasdaqCM:BYRN
NasdaqCM:BYRNAerospace & Defense

Byrna Technologies (BYRN): Assessing Valuation After Nasdaq Bell Ceremony and Strong Revenue Growth Update

Byrna Technologies (BYRN) is stepping into the spotlight this month, ringing the Nasdaq Opening Bell just weeks after projecting a 26% jump in fourth quarter revenue and a 38% surge for the full year. See our latest analysis for Byrna Technologies. Despite the revenue momentum and Nasdaq bell ceremony, Byrna’s recent share price performance has been mixed, with short term share price returns under pressure but a strong three year total shareholder return of 113.05% suggesting longer term...
NasdaqGS:INVA
NasdaqGS:INVAPharmaceuticals

Does Innoviva’s Recent Pullback Create a Long Term Opportunity in 2025?

If you have been wondering whether Innoviva is quietly turning into a value opportunity or just looks cheap on the surface, you are not alone. That is exactly what we are going to unpack here. The stock has pulled back recently, slipping about 2.8% over the last week and 8.3% over the last month, but it is still up 15.2% year to date and roughly 11.8% over the past year, with longer term 3 year and 5 year gains of 48.8% and 62.5% that may hint at a solid underlying story. Recent attention on...