NYSE:STT
NYSE:STTCapital Markets

State Street Expands Global Custody And Class Action Reach With New Alliances

State Street (NYSE:STT) has entered a new custody servicing alliance with QNB in Qatar, announced at the World Economic Forum. The company has also formed a relationship with Financial Recovery Technologies to expand its global class actions services. Both partnerships aim to widen State Street’s international reach and strengthen its client service offering across key markets. For investors tracking global custody and asset-servicing providers, these moves highlight how State Street is...
NYSE:VYX
NYSE:VYXSoftware

Is NCR Voyix (VYX) Quietly Rewiring Its Business Model Around Cloud Recurring Revenue?

Earlier this week at NRF’s Big Show 2026, NCR Voyix unveiled new applications for its Voyix Commerce Platform to help long-standing clients transition from legacy hardware to cloud-native systems with integrated payments. The move underscores NCR Voyix’s push toward higher-margin, recurring cloud revenue by simplifying retailers’ technology stacks into a unified commerce experience. We’ll now consider how this push toward integrated, recurring cloud services could shape NCR Voyix’s broader...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 (HUT) Valuation Check After Google‑Backed Data Center Deal And Highrise AI Launch

Hut 8 (HUT) is back in focus after a multibillion-dollar, 15-year River Bend data center lease backed by Google, plus the launch of its Highrise AI GPU service and expanding AI partnerships. See our latest analysis for Hut 8. The latest AI data center agreements and Highrise AI launch come on top of strong momentum, with a 30 day share price return of 16.97%, a 90 day share price return of 45.03% and a 1 year total shareholder return of 127.92%. This suggests sentiment has strengthened as...
NYSE:MAN
NYSE:MANProfessional Services

Is ManpowerGroup (MAN) Pricing Reflect Its Weak 5 Year Share Performance And Cash Flow Outlook

If you are wondering whether ManpowerGroup's current share price reflects its underlying value, this article walks through what the numbers are really saying about the stock. The shares closed at US$30.35 most recently, with returns of 2.5% over the last month, 1.0% year to date, and longer term declines of 47.4% over 1 year, 61.1% over 3 years, and 59.3% over 5 years. Recent coverage has focused on ManpowerGroup's position in global staffing and workforce solutions and how the company is...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

What Navitas Semiconductor (NVTS)'s AI Power Chip Spotlight and Short-Interest Swings Mean For Shareholders

In recent sessions, Navitas Semiconductor drew heavy trading interest as investors weighed its high short interest, exposure to AI data center power chips, and sensitivity to shifting trade policies between the US and European Union. The combination of speculative short-covering potential and the company’s role in power solutions for Nvidia-linked AI infrastructure has amplified swings in investor sentiment around Navitas. Next, we’ll examine how this focus on AI data center power...
NYSE:LVS
NYSE:LVSHospitality

Assessing Las Vegas Sands (LVS) Valuation As Recent Returns Show Mixed Short And Long Term Signals

Recent stock performance snapshot Las Vegas Sands (LVS) has seen mixed share performance recently, with a 1 day return of 1.8% contrasting with a negative move over the past month and a positive return over the past 3 months. See our latest analysis for Las Vegas Sands. At a share price of $59.6, Las Vegas Sands shows fading short term momentum, with a 30 day share price return of a 10.9% decline, set against a 1 year total shareholder return of 38.4% and mid single digit 3 and 5 year...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

Did SPS Commerce’s New Supply Chain Cloud Tools Just Shift SPSC’s Investment Narrative?

In January 2026, SPS Commerce, Inc. announced a set of new supply chain products and capabilities, including SAP S/4HANA cloud connectivity, Shopify system automation, the SPS Relationship Center, and an enhanced Manufacturing Suite to improve visibility and coordination across complex, diversified supply networks. An important insight from this launch is how SPS Commerce is positioning its network and tools as a shared operating layer for retailers, manufacturers, and suppliers that need...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera One R3 Release Prompts Fresh Look At Opera (OPRA) Valuation And Growth Expectations

Opera (OPRA) just rolled out its Opera One R3 browser update, spotlighting upgraded Tab Islands, a rebuilt browser AI, Google services in the sidebar, and expanded split screen layouts that could matter for user engagement. See our latest analysis for Opera. Against this product backdrop, Opera’s recent 1 day share price return of 1.66% comes after a 30 day share price return decline of 8.75% and a year to date share price return decline of 5.48%. At the same time, the 3 year total...
NYSE:WM
NYSE:WMCommercial Services

A Look At Waste Management (WM) Valuation As Mixed Analyst Signals And Bullish Flows Meet Earnings Expectations

Why Waste Management’s mixed signals are catching investors’ attention Waste Management (WM) is in focus after a mix of cautious and supportive analyst views, combined with increased buying interest in both institutional and retail order flow ahead of its next earnings report. See our latest analysis for Waste Management. Despite mixed analyst sentiment and a recent downgrade, buying interest has coincided with a 2.35% 1 day share price return, a 4.80% 90 day share price return, and an 8.71%...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

Assessing ServiceTitan (TTAN) After Recent Share Price Slide And Mixed Valuation Signals

If you are wondering whether ServiceTitan shares at around US$88 are a bargain or just fairly priced, you are not alone. This article breaks down what that price could imply about the company’s value. The stock has seen a 9.2% decline over the last 7 days, a 20.2% decline over the last 30 days, and is down 13.3% year to date and 7.5% over the last year, which may have changed how some investors see its growth potential and risk profile. Recent attention on ServiceTitan has been driven by its...
NYSE:UVV
NYSE:UVVTobacco

Did UVV’s New CFO Hire Signal a Deeper Shift in Universal’s Capital Allocation Priorities?

Universal Corporation has appointed Anubhav Mittal as its new Chief Financial Officer and Senior Vice President, effective February 17, 2026, succeeding retiring CFO Johan C. Kroner, who will stay on as an advisor until July 1, 2026, to support a smooth transition. Mittal’s background leading finance, strategy, and business development at ADM Nutrition, ADM’s Global Pet Solutions, and Kellogg brings deep experience in global consumer products, agriculture, and specialty ingredients to...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

Should Atour’s Digital-Retail-Powered Revenue Growth and Profitability Shift the Thesis for Atour Lifestyle (ATAT) Investors?

Recent reports on Atour Lifestyle Holdings highlight its strong revenue growth, high profitability and solid balance sheet, reflecting growing confidence in its lifestyle-focused hotel portfolio in China. A distinctive element of Atour’s story is its integration of digital retail into hotel stays, creating additional revenue streams alongside traditional room nights. With this backdrop and Atour’s integration of digital retail into its hospitality model, we’ll explore what these developments...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Does Trimble’s CEO Stock Sale Recast TRMB’s AI Recurring-Revenue Story or Just Timing Noise?

In recent days, Trimble’s shares have reacted to a sizable stock sale by its CEO, coming just before the company’s fiscal fourth-quarter 2025 earnings announcement. Despite this leadership share sale, analysts continue to highlight Trimble’s AI-enabled construction, agriculture, and infrastructure technologies, emphasizing recurring revenue from integrated software and hardware solutions. We’ll now examine how the CEO’s pre-earnings share sale shapes Trimble’s investment narrative,...
NYSE:MP
NYSE:MPMetals and Mining

U.S. Backing Recasts MP Materials As Rare Earth Magnet Powerhouse

MP Materials (NYSE:MP) has entered a landmark agreement with the U.S. government that positions the company as a key domestic rare earth infrastructure asset. The U.S. Department of Defense has become MP Materials' largest shareholder as part of a plan to secure a reliable supply of rare earth magnets for critical industries. This government backing is tied to building out a U.S. based rare earth supply chain to reduce reliance on foreign imports. MP Materials now sits at the intersection...
NYSE:PMT
NYSE:PMTMortgage REITs

A Look At PennyMac Mortgage Investment Trust (PMT) Valuation As Breakout Hopes And Dividend Appeal Draw Interest

Why PennyMac Mortgage Investment Trust Is Back on Income Investors’ Radar Recent analysis pointing to a potential breakout in PennyMac Mortgage Investment Trust (PMT) has refocused attention on its dividend yield and risk management approach as the stock trades close to its 52 week lows. See our latest analysis for PennyMac Mortgage Investment Trust. At a share price of US$13.30, PennyMac Mortgage Investment Trust has seen mixed momentum recently, with a 90 day share price return of 5.89% and...
NYSE:MPLX
NYSE:MPLXOil and Gas

Assessing MPLX (MPLX) Valuation After A 12.5% Distribution Hike And Long Term Growth Pipeline

Why MPLX’s latest distribution move matters MPLX (MPLX) recently lifted its distribution payment by 12.5%, a move supported by long-term contracts, regulated rate structures, and a multiyear pipeline of organic projects scheduled through 2029. See our latest analysis for MPLX. The higher distribution comes as MPLX’s share price has also been firm, with a 90 day share price return of 9.32% and a 1 year total shareholder return of 15.75%. This suggests momentum has been building over both...
NYSE:AXP
NYSE:AXPConsumer Finance

A Look At American Express (AXP) Valuation As Rate Cap Proposal Pressures Card Issuer Sentiment

Regulatory shock and preferred dividend in focus American Express (AXP) is back on investors’ radar after its share price dropped following President Trump’s proposal for a 10% cap on credit card interest rates. This potential shift could reshape card issuer economics. At the same time, the company’s Board declared a quarterly dividend on its 3.550% Fixed Rate Reset Noncumulative Preferred Shares, Series D, of $8,875.00 per share, or $8.875 per related Depositary Share, payable on March 15,...
NYSE:NRG
NYSE:NRGElectric Utilities

Evaluating NRG Energy (NRG) Valuation After Recent Share Price Weakness

Why NRG Energy (NRG) is on investors’ radar today NRG Energy (NRG) has recently drawn attention after a period where the share price moved differently across time frames, including a month decline and a stronger 1 year total return profile. See our latest analysis for NRG Energy. Recent share price moves have cooled, with a 30 day share price return of a 4% decline and a 90 day share price return of an 8.02% decline. Longer term total shareholder returns, including the 3 year total...
NasdaqGS:FULT
NasdaqGS:FULTBanks

A Look At Fulton Financial (FULT) Valuation As Earnings And Share Buybacks Draw Investor Focus

Fulton Financial (FULT) heads into its upcoming earnings release with two fresh data points for investors: recent loan charge-offs for the fourth quarter of 2025 and the completion of a multi quarter share repurchase program. See our latest analysis for Fulton Financial. At a share price of $20.51, Fulton Financial has seen a 16.01% 90 day share price return and a 5.34% year to date share price return, while the 5 year total shareholder return of 84.48% points to momentum that has built over...
NYSE:KRC
NYSE:KRCOffice REITs

A Look At Kilroy Realty (KRC) Valuation As Investors Reassess Office And Life Science REIT Prospects

Why Kilroy Realty is on investors’ radar today Kilroy Realty (KRC) has been drawing attention after a period of mixed share performance, with the stock showing a small 1 year total return but weaker moves over the past month and past 3 months. For a real estate investment trust focused on office and life science properties, those return figures invite a closer look at how its current valuation lines up with recent fundamentals, including revenue of about US$1.13b and net income of roughly...
NasdaqGS:XRX
NasdaqGS:XRXTech

Is Xerox (XRX) Using Its Lexmark AI Retail Suite to Redefine Its Competitive Moat?

In January 2026, Xerox Holdings and Lexmark, now a combined company, unveiled a unified suite of AI-enabled retail technology solutions at NRF 2026: Retail’s Big Show in New York, highlighting end-to-end offerings spanning IT, production print, digital workflows, signage, and vision AI for store operations. This collaboration underscores how integrating Xerox’s digital workflow and print capabilities with Lexmark’s retail-focused devices and vision AI can create a single platform that...
NYSE:RJF
NYSE:RJFCapital Markets

Is Raymond James Financial (RJF) Attractively Priced After Recent Sector Commentary?

If you are wondering whether Raymond James Financial is priced attractively right now, it helps to start by looking at how the current share price lines up with different measures of value. The stock last closed at US$170.06, with a 1.3% decline over the past 7 days, a 2.4% return over the last 30 days, a 3.9% return year to date, a 1.1% return over 1 year, a 50.5% return over 3 years, and a 186.9% return over 5 years. Recent news coverage has focused on Raymond James Financial in the...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Is lululemon (LULU) Turning Get Low Missteps Into a Crucial Test of Brand Discipline?

In recent days, lululemon athletica temporarily halted online sales of its new Get Low collection in North America after customers complained the products were too sheer and ill-fitting, while keeping the line available in physical stores and international markets. This swift pullback highlights how product quality perceptions and execution on new launches are becoming increasingly important as the company manages leadership changes and activist pressure. With this context, we’ll explore how...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Assessing Mobileye Global (MBLY) Valuation Ahead Of Q4 2025 Earnings After Recent Estimate Beating Results

Why the upcoming Q4 earnings matter for Mobileye Global (MBLY) Mobileye Global (MBLY) is back in the spotlight as it prepares to report Q4 2025 results before the market opens on January 22, 2026, alongside its scheduled earnings call. Investors are watching closely because the company recently reported Q3 revenue of US$504 million, up 3.7% year on year, with results that exceeded analyst expectations for both revenue and adjusted operating income. Despite that strong quarter, Mobileye’s...