NYSE:BR
NYSE:BRProfessional Services

Assessing Broadridge Financial Solutions (BR) After Recent Share Price Weakness

Curious whether Broadridge Financial Solutions at around US$204.89 is offering fair value or a potential bargain right now? This article walks through the numbers in a clear way so you can judge for yourself. The stock has seen mixed returns, with a 0.9% decline over the last 7 days, a 9.9% decline over the last 30 days and a 7.1% decline year to date. The 3 year and 5 year returns sit at 40.4% and 54.1% respectively, and the 1 year return is a decline of 11.6%. Recent coverage has focused...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

First Busey (BUSE) Net Interest Margin Steady At 3.5% Challenges Margin Compression Concerns

First Busey (BUSE) has put a fuller year of numbers on the table for FY 2025, with fourth quarter revenue of US$197.8 million and EPS of US$0.63, rounding out trailing twelve month revenue of US$666.8 million and EPS of US$1.49. The company has seen revenue move from US$453.7 million and EPS of US$2.01 on a trailing basis in late 2024 to US$666.8 million and EPS of US$1.49 by the end of 2025. This is setting up a results season where investors are weighing those headline figures against a...
NYSE:PJT
NYSE:PJTCapital Markets

PJT Partners (PJT) Valuation Check After Recent Share Price Volatility

Why PJT Partners is on investors’ radar today PJT Partners (PJT) has attracted fresh attention after recent share price moves, with the stock closing at $178.73. Investors are weighing its recent returns and current valuation signals to reassess their view. See our latest analysis for PJT Partners. Recent trading has been choppy, with a 1.36% 1 day share price return and a 6.54% 7 day share price decline, alongside a 5.42% year to date share price gain. Total shareholder returns of 10.55%...
NasdaqCM:MARA
NasdaqCM:MARASoftware

Is French-Approved Exaion Deal and Oversight Regime Altering The Investment Case For MARA Holdings (MARA)?

The French Treasury recently approved MARA Holdings’ acquisition of a 64% controlling stake in Exaion, EDF’s data center arm, subject to conditions on industrial capacity, data protection, service continuity, and governance oversight in France. A two-year non-compete clause restricting EDF from high-performance computing, AI, and bitcoin mining underscores how regulators are treating digital infrastructure and energy-linked computing as geostrategic assets. We’ll now examine how this Exaion...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle’s TikTok Role Recasts Growth Profile And Valuation Debate

Oracle has entered TikTok's new U.S. joint venture as a major stakeholder and security partner. The partnership gives Oracle a central role in data privacy, national security safeguards, and oversight of TikTok's U.S. operations. The move expands Oracle's reach beyond enterprise software and cloud into a large consumer digital platform. For investors watching NYSE:ORCL, this deal comes as the stock trades around $172.8, with a 3 year return of 98.9% and a 5 year return of 197.6%. Oracle is...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) Valuation Reassessed After Hunterbrook Sanctions Allegations And Recent Sentiment Shift

Multiple Hunterbrook investigations alleging that Ubiquiti (UI) radio gear is supporting Russian military communications in Ukraine have put the company’s sanctions compliance, legal exposure, and reputational risk squarely in focus for shareholders. See our latest analysis for Ubiquiti. The Hunterbrook short report and sanctions concerns arrive after a sharp reset in sentiment, with a 90 day share price return of a 28.13% decline, contrasting with a 44.76% one year total shareholder return...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

A Look At Advanced Energy Industries (AEIS) Valuation As It Joins The S&P MidCap 400 Index

Index move puts Advanced Energy Industries in focus Advanced Energy Industries (AEIS) is set to join the S&P MidCap 400, replacing Comerica, following a period of notable share price performance and earnings growth that has drawn fresh investor attention. This index shift can affect who owns the stock, how closely it is tracked, and how investors weigh its recent earnings surprises relative to its current valuation and return profile. See our latest analysis for Advanced Energy...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

A Look At Ondas (ONDS) Valuation After Strong Recent Share Price Gains

Ondas (ONDS) has drawn attention after recent trading, with the stock showing a mix of short term pressure and stronger longer term moves. You are likely asking whether current pricing reflects its fundamentals. See our latest analysis for Ondas. At a share price of US$12.27, Ondas has seen a 45.04% 1 month share price return and a 95.07% 3 month share price return. The 1 year total shareholder return is very large, suggesting momentum has been building recently. If Ondas has caught your...
NYSE:BAC
NYSE:BACBanks

How Bank of America’s Earnings Beat and Policy Pressures Could Reshape BAC’s Investor Narrative

In recent days, Bank of America reported fourth-quarter results that surpassed analyst expectations and continued to roll out new fixed‑income offerings and preferred dividends, while also extending partnerships such as its Volvo Car Financial Services financing agreement through 2030. At the same time, the bank is weighing 10% interest‑rate credit cards under political pressure and committing fresh employee and child savings support via Trump accounts, underscoring how regulation, policy...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining Shareholders Clear New Gold Deal And Dilution Questions

Coeur Mining (NYSE:CDE) shareholders approved the acquisition of New Gold, clearing a key step toward combining the two precious metals companies. The vote also backed an increase in Coeur's authorized share count, a requirement to issue stock as part of the transaction. New Gold shareholders have already approved the deal, bringing the proposed merger closer to completion. Coeur Mining is a North American precious metals producer, and combining with New Gold would create a larger portfolio...
NYSE:TNL
NYSE:TNLHospitality

How Travel + Leisure’s New Orlando HQ Investment At Travel + Leisure (TNL) Has Changed Its Investment Story

Travel + Leisure Co. has opened its new global headquarters at 501 W. Church St. in Downtown Orlando, relocating more than 900 associates and investing over US$36 million in a hybrid-friendly, wellness-focused workplace. The move deepens the company’s ties to Orlando’s urban core while expanding community engagement through the Travel + Leisure Charitable Foundation and local partnerships. We’ll now examine how this Orlando headquarters investment, especially its focus on a modern hybrid...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit Trademark Push On WallStreetBets Tests Community And AI Ambitions

Reddit (NYSE:RDDT) is asserting trademark rights over the WallStreetBets name, challenging the community founder’s attempts to commercialize the user-created brand. The move comes as Reddit faces tougher competition, including the relaunch of Digg by a Reddit co-founder, and questions around advertiser demand and AI data partnerships. Investors are watching how Reddit balances control over key communities with user sentiment, while defending its position in social media and AI training...
NYSE:CTVA
NYSE:CTVAChemicals

Is Corteva (CTVA) Pricing Fully Reflects Food Security Tailwinds And Recent Share Gains

If you are wondering whether Corteva's current share price still offers value, it helps to step back and look at what the recent numbers and valuation checks are actually saying. Corteva's share price last closed at US$73.05, with returns of 2.2% over 7 days, 8.0% over 30 days, 7.8% year to date, 13.5% over 1 year and 17.2% over 3 years, plus 84.4% over 5 years. This naturally raises questions about how much of this is already reflected in the valuation. Recent news around Corteva has...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Did PepsiCo’s (PEP) Biomethane Deal and Job Cuts Just Reframe Its Global Efficiency Playbook?

PepsiCo has reshaped parts of its global operations in recent weeks, appointing Savitha Balachandran as Chief Financial Officer for India and South Asia, planning 400 job cuts in Spain tied to a new distribution model, and securing a 10-year biomethane supply deal with Engie for its UK business. Together with leadership recognition in procurement and an upcoming earnings report, these steps highlight how PepsiCo is recalibrating its cost base, energy mix, and regional governance to support...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Is Icahn Enterprises (IEP) Pricing Reflect Recent Volatility And Ongoing Short Seller Scrutiny?

If you are wondering whether Icahn Enterprises at a last close of US$7.74 offers genuine value or just headline risk, you are not alone. This article is built to help you weigh that up clearly. The stock has been mixed recently, with a 6.0% return over 30 days and a 3.5% return year to date, set against a 2.4% decline over 1 year and much steeper 3 year and 5 year returns of 73.1% and 67.3% declines. These moves sit in the shadow of earlier scrutiny of Icahn Enterprises' structure and short...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre Pushes Mercado Pago Toward AI Driven Latin American Digital Bank

MercadoLibre (NasdaqGS:MELI) is pushing Mercado Pago toward becoming a leading digital bank in Latin America. The company is rolling out AI driven tools to personalize financial services and deepen user engagement across its platform. This move extends MercadoLibre's reach beyond e commerce into broader fintech offerings for tens of millions of users. MercadoLibre built its reputation as a major e commerce platform in Latin America, with Mercado Pago emerging as a core part of its...
NYSE:RDN
NYSE:RDNDiversified Financial

Assessing Radian Group (RDN) Valuation After Recent Share Price Pullback

Why Radian Group (RDN) is on investors’ radar today Radian Group (RDN) has drawn fresh interest after recent share price moves, with the stock last closing at US$32.94. That puts recent returns across the month and past 3 months under closer scrutiny. See our latest analysis for Radian Group. The recent 9.2% 1 month share price decline, alongside softer short term moves, contrasts with Radian Group's 3 year total shareholder return of 62%. This suggests that longer term holders have seen a...
NYSE:HWM
NYSE:HWMAerospace & Defense

Is It Too Late To Consider Howmet Aerospace (HWM) After Its 67% One Year Surge?

If you are wondering whether Howmet Aerospace is still worth considering at today's price, this article will walk through what the market might be implying about its value. The stock recently closed at US$210.84, with a 1 year return of 67.3% and a 3 year return that is very large, suggesting that past investors have already seen a substantial move and that expectations or risk views may have shifted along the way. Recent coverage around Howmet Aerospace has focused on its role as a key...
NYSE:CCI
NYSE:CCISpecialized REITs

Assessing Crown Castle (CCI) Valuation After Analyst Revisions Following DISH Wireless Default

Analyst reaction to DISH default Several Wall Street firms updated their views on Crown Castle (CCI) after DISH Wireless defaulted on its payment obligations. This prompted KeyBanc to remove DISH-related leasing from its models and lower its expectations for future leasing. See our latest analysis for Crown Castle. The DISH default headlines came as Crown Castle's share price has been under pressure, with a 7.04% 90 day share price decline and a 4.30% year to date share price loss, while the...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Charter Communications (CHTR) Valuation Check As Investor Caution Builds Before Earnings And After Subscriber And Profit Misses

Charter Communications (CHTR) is back in focus after rising investor caution ahead of Friday’s earnings, with options flows and recent analyst commentary skewing bearish following earlier profit misses and internet subscriber losses. See our latest analysis for Charter Communications. At a share price of $182.81, Charter’s recent 30 day share price return of 12.55% and 90 day return of 20.83% sit alongside a 1 year total shareholder return decline of 49.12%. This suggests momentum has faded...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Balances Labeling Lawsuit And Sustainability Push As Valuation Stretches

A class action lawsuit alleges Costco misled shoppers with "No Preservatives" claims on its Kirkland Signature Rotisserie Chicken. The complaint focuses on whether product labeling accurately reflects ingredients and additives. Clean Cult laundry detergent sheets are set for their first nationwide rollout at Costco warehouses. The chain is expanding its range of more sustainable household products through this new offering. For investors watching NasdaqGS:COST, these developments relate to...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Why CrowdStrike (CRWD) Is Up 5.2% After Expanding Data-Sovereign Cloud And Identity Security Stack

CrowdStrike recently advanced its Global Data sovereignty initiative with new in-country cloud deployments planned for Saudi Arabia, India, and the UAE, while also extending its Falcon platform through acquisitions such as SGNL and Seraphic Security to bolster Identity Security and close product gaps. The company was again named Customers' Choice in Gartner Peer Insights for Endpoint Protection Platforms, reinforcing how its unified Falcon architecture and customer satisfaction underpin its...
NasdaqGM:TVTX
NasdaqGM:TVTXBiotechs

Travere Therapeutics (TVTX) Faces FILSPARI Delay and Legal Scrutiny Is Execution Risk Repricing Ahead?

In recent days, Travere Therapeutics disclosed that the FDA classified additional data for its FILSPARI sNDA as a major amendment, extending the review timeline and setting a new PDUFA action date of April 13, 2026, while multiple law firms announced investigations into potential securities law violations related to the company’s disclosures. This combination of a lengthened regulatory path for a key rare-disease therapy and parallel securities investigations adds an extra layer of...
NYSE:HLI
NYSE:HLICapital Markets

Houlihan Lokey Expands European Footprint As Growth And Valuation Converge

Houlihan Lokey (NYSE:HLI) has expanded its European footprint with the hire of Mark Ward as Managing Director to lead IT Services coverage. The firm has also completed acquisitions in European real estate and corporate finance, adding sector depth and local capabilities. These moves reflect an active push to grow both organically and through acquisitions in key European markets. At a share price of $180.53, Houlihan Lokey has delivered a 3 year return of 94.8% and a 5 year return of 199.2%...