NYSE:PJT
NYSE:PJTCapital Markets

PJT Partners Sees 2026 Secondaries Surge Shaping Capital Solutions Opportunity

PJT Partners (NYSE:PJT) has forecast continued robust growth in global secondaries market volume for 2026. The outlook follows what the firm describes as a record year for secondaries activity. PJT's global head of Capital Solutions outlined the view, highlighting potential large scale shifts in capital flows. PJT Partners, trading at $173.03, sits in the spotlight as the firm links its capital solutions franchise to a secondaries market it expects to stay busy into 2026. The stock has...
NYSEAM:TMP
NYSEAM:TMPBanks

Tompkins Financial (TMP) Net Interest Margin Improvement Challenges Bearish Profitability Narratives

Tompkins Financial FY 2025 Results: Earnings Momentum Meets Margin Support Tompkins Financial (TMP) has put up a solid set of FY 2025 numbers, with third quarter revenue at US$85.0 million and basic EPS of US$1.66, backed by net income of US$23.7 million on the way to trailing 12 month EPS of US$5.93. The company has seen revenue step from US$74.4 million in Q3 2024 to US$85.0 million in Q3 2025, while basic EPS moved from US$1.31 to US$1.66 over the same period, and trailing net income...
NYSE:SPB
NYSE:SPBHousehold Products

How Investors Are Reacting To Spectrum Brands (SPB) Greenlight Capital’s Bet On Underappreciated Divestiture Upside

In its fourth-quarter 2025 investor letter, Greenlight Capital disclosed a new position in Spectrum Brands Holdings, noting that many of the company’s 2025 operational challenges now appear resolved and that growth is expected to resume, with additional potential proceeds from a planned divestiture of the Home and Personal Care segment. Greenlight also pointed out that the market currently assigns no value to this Home and Personal Care divestiture opportunity even as Spectrum Brands...
NYSE:CWK
NYSE:CWKReal Estate

Cushman & Wakefield Lawsuit And New Leaders Test Valuation Story

StanCorp Mortgage Investors has filed a federal lawsuit accusing Cushman & Wakefield of inflating property appraisals in several real estate transactions. Cushman & Wakefield has announced new senior appointments, including Gregg Metcalf as Executive Director and Josh McNamara as Head of Tenant Advisory Group for Australia and New Zealand. Andrew Green has been named head of the APAC data centre platform and Ben Ward has been appointed Managing Director for Victoria. Cushman & Wakefield,...
NYSE:ALL
NYSE:ALLInsurance

Reassessing Allstate (ALL) After A Strong Multi Year Share Price Run

If you are wondering whether Allstate's current share price lines up with its underlying value, you are not alone. This article is built to help you size that up clearly. Allstate's stock recently closed at US$198.99, with returns of 2.8% over 7 days, a 4.4% decline over 30 days, a 2.4% decline year to date, and gains of 5.5% over 1 year, 62.5% over 3 years, and 110.5% over 5 years. Recent coverage around Allstate has focused on how investors are reassessing insurers in light of shifting...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Did Trodelvy’s New Phase 3 Win in TNBC Just Shift Gilead Sciences' (GILD) Investment Narrative?

Gilead Sciences recently reported in The New England Journal of Medicine that its Phase 3 ASCENT-04/KEYNOTE-D19 trial showed Trodelvy plus Keytruda improved progression-free survival over Keytruda plus chemotherapy in first-line PD-L1+ metastatic triple-negative breast cancer, with supplemental applications now filed in the US and Europe. This latest success means Trodelvy is now backed by four positive Phase 3 trials in HER2- metastatic breast cancer, underscoring its role as a central...
NasdaqGS:DVAX
NasdaqGS:DVAXBiotechs

Sanofi Buyout Of Dynavax Recasts Adult Vaccine Growth For Shareholders

Sanofi agreed to acquire Dynavax Technologies (NasdaqGS:DVAX) in a multi billion dollar deal. The transaction focuses on adding Dynavax's approved hepatitis B vaccine and its experimental shingles vaccine to Sanofi's adult vaccines portfolio. The deal is framed as an expansion of Sanofi's presence in adult immunizations. Dynavax Technologies, known for its vaccine work including its hepatitis B product, sits at the intersection of adult immunization and broader infectious disease...
NYSE:FDX
NYSE:FDXLogistics

FedEx Freight Spin Off And New COO Reframe Parcel Focus

FedEx (NYSE:FDX) plans to spin off its less than truckload freight business, with completion targeted for June 2026. The separation is supported by a private offering of US$3.7b in senior notes. FedEx has appointed Scott Ray as chief operating officer for U.S. and Canada Surface Operations. FedEx, best known for its global express and ground parcel services, is reshaping its structure around its core delivery operations. The planned spin off of its freight unit and the new COO appointment...
NYSE:MUR
NYSE:MUROil and Gas

Murphy Oil (MUR) Valuation Check After Recent Share Price Weakness

Murphy Oil (MUR) has been trading under pressure recently, with a 1 day return of about a 3.2% decline and a past week slide of roughly 4.7%, drawing investor attention to its fundamentals. See our latest analysis for Murphy Oil. Set against a longer history, Murphy Oil's recent 1 day and 7 day share price declines sit alongside a 90 day share price return of 6.3% and a 5 year total shareholder return of about 171%. This suggests long term holders have still seen substantial value while...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

Assessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth

DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying for the business today. See our latest analysis for DoorDash. Zooming out, DoorDash’s 30 day share price return of a 9.65% decline and 90 day share price return of a 19.56% decline contrast with its 1 year total shareholder return of 8.36%, hinting that recent momentum has faded compared with its...
NYSE:ESRT
NYSE:ESRTOffice REITs

Is Empire State Realty Trust (ESRT) Pricing Reflect Long-Term Prospects After Office And Tourism Shifts

If you are wondering whether Empire State Realty Trust's share price still reflects the value of its assets and income potential, looking closely at how the market currently prices the stock is a useful next step. The shares last closed at US$6.63, and over recent periods the stock saw a 1% decline over 7 days, a 1.7% gain over 30 days, a 2.5% gain year to date, but a 29.4% decline over 1 year and a 27.1% decline over 5 years. Recent price moves sit against an ongoing news flow around Empire...
NYSE:TFIN
NYSE:TFINBanks

Is Triumph Financial’s Expanding Freight Network Quietly Reshaping Its Core Payments Story (TFIN)?

In January 2026, Triumph Financial reported full-year 2025 results showing largely stable net interest income at US$350.59 million and higher net income of US$25.36 million, alongside earnings growth per share from continuing operations. A few days earlier, J.B. Hunt Transport Services announced it had joined the Triumph Network, adopting Triumph’s automated freight payment solution and highlighting Triumph’s growing role in digital payments for the trucking industry. Next, we’ll explore...
NYSE:SLGN
NYSE:SLGNPackaging

A Look At Silgan Holdings (SLGN) Valuation As Investors Reassess Recent Share Price Moves

Why Silgan Holdings (SLGN) is On Investors’ Radar Today Silgan Holdings (SLGN) is drawing attention after recent share price moves, with the stock last closing at US$43.15. Investors are weighing this price against the company’s earnings profile and current valuation signals. See our latest analysis for Silgan Holdings. Recent trading has been mixed, with a 30 day share price return of 6.89% and a 90 day share price return of 11.73%, set against a 1 year total shareholder return decline of...
NYSE:ACA
NYSE:ACAConstruction

Will Stronger Earnings And Upbeat Analyst Ratings Change Arcosa's (ACA) Narrative?

Recently, Barclays analyst Adam Seiden and TipRanks reiterated positive ratings on Arcosa following the company’s latest earnings release, which reported meaningful year-over-year revenue and net profit growth. This combination of upbeat analyst sentiment and improved financial performance has drawn fresh attention to how Arcosa is executing its business plan. We’ll now look at how Arcosa’s stronger earnings profile may influence the company’s investment narrative and longer-term appeal. AI...
NYSE:BAP
NYSE:BAPBanks

Credicorp (BAP) Valuation Check After Tenpo’s Regulatory Approval And Strong Share Price Momentum

Credicorp (BAP) is back in focus after Tenpo, its digital banking subsidiary in Chile, received operating authorization from the Comisión para el Mercado Financiero, giving the group a new regulated foothold in that market. See our latest analysis for Credicorp. The Tenpo approval has arrived alongside strong recent share price gains, with a 30 day share price return of 24.33% and a 90 day share price return of 36.72%. The 1 year total shareholder return of 105.86% and 3 year total...
NYSE:GLW
NYSE:GLWElectronic

Corning Meta Deal Highlights AI Data Center Growth And Execution Questions

Corning (NYSE:GLW) has signed a multi year agreement with Meta Platforms to supply advanced optical fiber and connectivity products for AI data centers. The deal includes a manufacturing expansion in North Carolina that is expected to create new jobs and increase US production capacity. Corning has updated its long term sales growth targets through 2028 in connection with this agreement. For investors watching NYSE:GLW, this Meta agreement provides additional detail on Corning's role in AI...
NYSE:FTI
NYSE:FTIEnergy Services

Is It Too Late To Consider TechnipFMC (FTI) After Its 86% One-Year Rally?

If you are wondering whether TechnipFMC at around US$55.72 is still offering value or if most of the upside is already reflected in the price, you are asking the right question. The stock has delivered returns of 2.7% over the last 7 days, 25.0% over the last 30 days, 17.8% year to date and 86.5% over the last year, with a very large 3 year and 5 year return. This naturally raises questions about what you are paying for today. Recent coverage has focused on TechnipFMC's role in the energy...
NYSE:BLK
NYSE:BLKCapital Markets

How Crypto ETF Outflows and New Bitcoin Fund Launch Will Impact BlackRock (BLK) Investors

Over the past week, BlackRock’s iShares Bitcoin Trust and other crypto ETFs saw heavy redemptions as Bitcoin prices dropped to a nine-month low, even as the firm pushed ahead with new offerings like the iShares Bitcoin Premium Income ETF and multi-alternative SMAs with Partners Group. This divergence between large outflows from existing crypto products and continued innovation in digital and private markets highlights how quickly investor appetite for alternative assets can shift. We’ll now...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is Halozyme Therapeutics (HALO) Still Attractive After Recent Drug Delivery Partnership-Driven Gains

Wondering whether Halozyme Therapeutics at US$71.71 still offers value, or if most of the opportunity is already priced in? This article walks through that question step by step. The stock shows returns of 3.6% over 7 days, 6.6% over 30 days, 2.0% year to date, 26.6% over 1 year, 36.2% over 3 years and 46.6% over 5 years, which naturally raises questions about how the current price lines up with its fundamentals. Recent news coverage around Halozyme has focused on its role in pharmaceutical...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Tractor Supply Nashville Support And What It May Mean For TSCO Investors

Tractor Supply is committing $250,000 to support Nashville's recovery efforts following a severe winter storm. The Tractor Supply Foundation and the company are also providing emergency supplies and working with local agencies on the ground. This initiative reflects the company's ongoing focus on community support alongside its core retail operations. For investors watching Tractor Supply, ticker NasdaqGS:TSCO, this donation sits alongside a share price of $50.88 and a 5 year return of...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

Assessing InterDigital (IDCC) Valuation After Strong Licensing Gains And Mixed Recent Share Performance

InterDigital (IDCC) has drawn investor attention after recent trading left the stock with a mixed return profile, including a small daily decline and a modest gain over the past month alongside a weaker past 3 months. See our latest analysis for InterDigital. Zooming out, InterDigital’s recent soft share price returns over the week and quarter sit alongside a much stronger 1 year and multi year total shareholder return. This points to fading short term momentum after a period of substantial...
NYSE:DELL
NYSE:DELLTech

Dell India AI Factory Deal Highlights Valuation Gap In Dell Shares

Dell Technologies and NxtGen are partnering to build what they describe as India’s first and largest dedicated AI factory. The project is intended to support high performance computing for enterprises, startups, and public sector users across the country. The AI factory is positioned as part of a broader build out of national AI infrastructure in India. For investors watching NYSE:DELL, this AI factory partnership provides additional context around a business often associated with PCs and...
NasdaqCM:NEGG
NasdaqCM:NEGGSpecialty Retail

A Look At Newegg Commerce (NEGG) Valuation After Chairman Detention And Governance Concerns

Newegg Commerce (NEGG) is back in focus after the company disclosed that chairman and controlling shareholder He Zhitao has been detained and placed under investigation, with multiple law firms now reviewing potential securities law issues. See our latest analysis for Newegg Commerce. The governance shock around the chairman’s detention comes after a sharp 41.6% decline in the 90 day share price return and a 10.8% fall over the last day, even though the 1 year total shareholder return remains...
NYSE:BAC
NYSE:BACBanks

Bank Of America Balances Trump Accounts Role With Legal And Community Moves

Bank of America (NYSE:BAC) and JPMorgan Chase plan to match U.S. government contributions to new national retirement “Trump accounts,” signaling support for the program. The bank reports material progress in a high profile lawsuit connected to Jeffrey Epstein, bringing fresh legal and reputational attention. Bank of America has announced a $500,000 grant to a regional food bank, aimed at supporting local food security efforts. For you as an investor, these updates touch several sides of...