NasdaqGS:VFS
NasdaqGS:VFSAuto

How Investors May Respond To VinFast Auto (VFS) Expanding EV Manufacturing With A New Indonesia Plant

VinFast Auto has opened its first Southeast Asian factory outside Vietnam in Subang, Indonesia, now producing VF 5, VF e34, and VF 6 models with initial annual capacity of 50,000 cars and plans to lift total investment in the country to as much as US$1 billion. By bringing full EV manufacturing, long-warranty family SUVs like the VF 8, and ecosystem partnerships into Indonesia, VinFast is seeking to embed itself early in one of the region’s fastest-growing auto markets. We’ll now examine how...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Assessing Amazon (AMZN)’s Valuation After Recent Modest Share Price Gains

Amazon.com (AMZN) has quietly added about 2% over the past month, even as the stock has slipped slightly over the past 3 months, leaving investors reassessing where it fits in their portfolios. See our latest analysis for Amazon.com. The latest share price of $227.35 caps a steady year to date share price return, while the standout figure is Amazon.com’s 3 year total shareholder return of 166.69%, suggesting that long term momentum remains firmly intact. If Amazon.com’s trajectory has you...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Will Global eVTOL Partnerships and UK Defence Hub Change Archer Aviation's (ACHR) Narrative

In recent weeks, Archer Aviation has expanded its global footprint, with Saudi Arabia’s General Authority of Civil Aviation announcing a collaboration to accelerate electric air taxi deployment, while the company also unveiled plans for a new UK engineering hub tied into defence-focused eVTOL development with Anduril UK and GKN Aerospace. Together with Archer’s participation in the U.S. eVTOL Integration Pilot Program and its role as Official Air Taxi Provider for the 2028 Olympics, these...
NYSE:PG
NYSE:PGHousehold Products

Procter & Gamble (PG): Reassessing Valuation After Jefferies’ Upgrade and AI-Driven Efficiency Push

Jefferies’ upgrade of Procter & Gamble (PG) to Buy has put fresh attention on a stock that is finally getting some credit for its AI driven efficiency push and steady brand power. See our latest analysis for Procter & Gamble. Despite Jefferies’ upgrade, fresh buzz around Pantene’s Alix Earle campaign, and upcoming leadership changes, PG’s 2025 share price return is still negative. Its five year total shareholder return near 19% shows longer term compounding remains intact, and current...
NYSE:ITT
NYSE:ITTMachinery

Is ITT’s 2025 Rally Still Justified After Strong Infrastructure Gains?

Wondering if ITT is still a smart buy after its big run, or if most of the upside is already priced in? Let us unpack what the current share price is really implying about future performance. The stock has climbed 24.5% year to date and 23.9% over the last year, with a 127.4% gain over 3 years and 143.5% over 5 years, even though it has dipped 3.4% over the past month and nudged up 1.5% in the last week. Investors have been reacting to a stream of positive developments around infrastructure...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Exelixis (EXEL): Has the Recent Share Price Surge Closed the Valuation Gap?

Exelixis (EXEL) has quietly turned into one of those stocks that reward patient holders, with shares up around 33% over the past year and gains accelerating over the past 3 years. See our latest analysis for Exelixis. That strength is not a one week wonder, with a 7 day share price return of 8.37% and a one year total shareholder return of 33.07% backing up a powerful three year total shareholder return of 179.85%. This suggests momentum is still building rather than fading at a latest share...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Has SoFi’s 93% 2025 Rally Already Priced In Its Expanding Fintech Ecosystem?

Wondering if SoFi Technologies is still a smart buy after its huge run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. The stock has cooled slightly this week, but it is still up 1.9% over the last month and 92.8% year to date, with a 77.5% gain over the last year and an eye catching 490.9% over three years. Recent headlines have focused on SoFi expanding its product ecosystem, strengthening its banking platform, and...
NYSE:BAC
NYSE:BACBanks

Bank of America (BAC): Valuation Check as Record Highs Follow Digital Push and Upbeat Investor Update

Bank of America (BAC) is trading at record highs after a powerful mix of strategic updates, digital banking upgrades and steady earnings beats, giving investors fresh reasons to revisit the stock’s long term story. See our latest analysis for Bank of America. The latest leg higher, including a solid year to date share price return of roughly 24.8 percent and a one year total shareholder return of about 28 percent, reflects investors warming to Bank of America’s growth narrative as it rolls...
NasdaqCM:WYFI
NasdaqCM:WYFIIT

WhiteFiber (WYFI): Valuation Check After $865 Million, 10-Year AI Colocation Deal With Nscale

WhiteFiber (WYFI) just landed a 10 year, roughly $865 million colocation deal with Nscale at its NC 1 AI data center campus, locking in a sizable revenue stream tied to advanced AI workloads. See our latest analysis for WhiteFiber. Investors clearly took notice of the Nscale deal, with a 1 day share price return of 17.1 percent lifting WhiteFiber to 16.74 dollars. However, the 90 day share price return of negative 36.4 percent shows sentiment is still recovering rather than in full on...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Power Integrations (POWI): Reassessing Valuation After Weak Profitability, Sluggish Growth and Rising Investor Caution

Power Integrations (POWI) has come under pressure as fresh commentary zeroes in on its shrinking profitability and sluggish long term revenue growth, a combination that has clearly weighed on investor sentiment. See our latest analysis for Power Integrations. The recent slide has left Power Integrations with a year to date share price return of roughly minus 40%. Even though the 1 month share price return of about 16% hints at a short term bounce, the 1 year total shareholder return near...
NYSE:JOBY
NYSE:JOBYAirlines

How Investors Are Reacting To Joby Aviation (JOBY) Expanding Production And Building A Vertiport Network

In recent days, Joby Aviation announced plans to double its U.S. manufacturing capacity to four eVTOL aircraft per month by 2027 and unveiled a partnership with Metropolis Technologies to develop 25 vertiports across the country, integrating AI-enabled parking and baggage services into early air taxi markets. Together, these moves push Joby beyond pure aircraft development toward building the ground infrastructure and production footprint needed for a functioning air taxi network. We’ll now...
NYSE:COHR
NYSE:COHRElectronic

Coherent (COHR): Valuation Check After AI Datacenter Momentum and New Silicon Carbide Platform Fuel Investor Optimism

Coherent (COHR) has been on investors radar after its silicon carbide platform for AI data centers grabbed attention, alongside strong growth in datacenter and communications revenue, even as Bain Capital share sales added some short term turbulence. See our latest analysis for Coherent. That backdrop helps explain why the share price has surged to about $185.83, with an 84.74% year to date share price return and a 90.26% one year total shareholder return, suggesting momentum is clearly...
NasdaqGS:APP
NasdaqGS:APPSoftware

Does AppLovin’s 7,231% Three Year Surge Still Make Sense in 2025?

If you are wondering whether AppLovin is still a smart buy after its huge run or if you are late to the party, this breakdown will help you figure out what the current price actually implies about future growth. The stock has surged 7.6% over the last week, 36.1% over the last month, and a massive 111.1% year to date, with a 111.6% gain over the past year and an eye catching 7,231.0% over three years. This naturally raises questions about how much upside is left versus how much risk has...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Does GlobalFoundries Stock Merit Attention After Its Recent 11% Rebound?

If you are wondering whether GlobalFoundries is quietly turning into a value opportunity, or if it is still a trap for patient investors, this article will walk you through what the current price really implies. After a choppy year where the stock is down about 12.2% over the last 12 months and 13.8% year to date, the recent 11.2% gain over the past month, despite a 5.4% dip in the last week, suggests that sentiment may be starting to shift again. Recent headlines around the semiconductor...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax’s Accelerating AI Patent Build-out Might Change The Case For Investing In Equifax (EFX)

In the second half of 2025, Equifax secured 27 new patents, bringing its 2025 total to 62 and expanding its AI, cloud and security capabilities across nearly 700 issued or pending patents in 15 countries. This rapid build-out of EFX.AI and Equifax Cloud intellectual property, including responsible AI techniques used in customer-facing solutions, could strengthen the company’s differentiation in risk assessment, fraud prevention and credit decisioning. We’ll now examine how Equifax’s...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Cathay General Bancorp (CATY): Reassessing Valuation After Ongoing Profit Declines and Bearish Insider and Analyst Signals

Cathay General Bancorp (CATY) is back in focus after another year of sliding sales and earnings, with fresh bearish analyst views and insider share sales raising sharper questions about its profit trajectory. See our latest analysis for Cathay General Bancorp. Even with that cautious backdrop, Cathay General Bancorp's share price has quietly edged up to about $50.45, with a solid 1 month share price return of 9.29 percent and an impressive 5 year total shareholder return of 88.24 percent,...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla (TSLA): Revisiting Long-Term Valuation After a Strong Multi-Year Share Price Run

Tesla (TSLA) has quietly pushed higher, with the stock up about 19% over the past month and 13% in the past 3 months, as investors revisit its long term growth story. See our latest analysis for Tesla. That momentum sits on top of a much stronger backdrop, with the share price up about 27% year to date and a three year total shareholder return nearing 291%, as investors refocus on Tesla’s long term growth optionality and execution risk. If Tesla’s run has you rethinking the auto space, it...
NYSE:WTS
NYSE:WTSMachinery

Watts Water Technologies (WTS): Evaluating Valuation After a Strong Year-to-Date Share Price Rally

Watts Water Technologies (WTS) has quietly delivered a strong run this year, with the stock up roughly 40% year to date as steady revenue and earnings growth keep drawing in patient long term investors. See our latest analysis for Watts Water Technologies. That steady backdrop has helped the share price grind higher to around $279.85, with a roughly 5% 1 month share price return contributing to a near 40% year to date share price gain and a 3 year total shareholder return close to 95%,...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

How Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story

LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$280 million in advisory, brokerage and retirement plan assets and a nationwide client base. A separate November 2025 activity update showed total advisory and brokerage assets at about US$2.36 trillion with continued organic net new asset inflows, underscoring LPL’s ability to grow assets even...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Did Appeals Court Antitrust Ruling Just Shift Nexstar Media Group’s (NXST) Investment Narrative?

A U.S. appeals court recently ruled that Nexstar Media Group must face DirecTV’s antitrust lawsuit alleging a scheme to inflate retransmission fees, reversing an earlier dismissal and allowing the claims to proceed. This legal setback introduces fresh uncertainty around Nexstar’s retransmission economics and bargaining practices with distributors, an area central to its broadcast profitability. We’ll now explore how the revived antitrust case, and its potential legal and cost implications,...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR): Valuation Check After New Multi‑Year Digital Oilfield Deal With Kuwait Oil Company

Baker Hughes (BKR) just landed a multi year deal with Kuwait Oil Company that leans heavily on its artificial lift and digital production tech, a contract that could quietly strengthen its long term earnings base. See our latest analysis for Baker Hughes. Even with a soft patch lately, including a 30 day share price return of minus 7.8 percent, Baker Hughes still sports a 5 year total shareholder return of roughly 142 percent. This suggests long term momentum remains intact as contracts like...
NYSE:HAYW
NYSE:HAYWBuilding

Hayward (HAYW): Revisiting Valuation After Earnings Beat and Sector-Leading Guidance Upgrade

Stronger Earnings Spark Investor Interest Hayward Holdings (HAYW) just posted earnings that cleared the bar on both organic revenue and EBITDA, then followed up with the biggest full year guidance raise in its peer group. That combination of upside results and a confident outlook has nudged the stock up about 4% over the past month, prompting investors to revisit how this pool equipment maker is positioned heading into next year. See our latest analysis for Hayward Holdings. Zooming out, the...