NYSE:CURB
NYSE:CURBRetail REITs

Curbline Properties (CURB): Assessing Valuation After New Regular and Special Dividend Declarations

Curbline Properties (CURB) just doubled down on shareholder payouts, pairing its regular fourth quarter dividend with a small special dividend that hints at healthy cash generation and disciplined capital returns. See our latest analysis for Curbline Properties. The steady dividend news appears to be reinforcing confidence in Curbline. A recent 90 day share price return of 3.76% and a 1 year total shareholder return of 7.47% suggest gradually building momentum from a foothold of stable...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Should Analyst Optimism Around Turbochargers And Zero-Emission Tech Require Action From Garrett Motion (GTX) Investors?

In recent days, Garrett Motion has attracted a wave of upbeat analyst coverage, including new ratings and refreshed research highlighting its leading role in turbochargers and emerging zero-emission technologies. This flurry of attention underscores how Garrett’s blend of internal combustion engine exposure and growing electrified offerings is reshaping how investors view its earnings resilience. We’ll now examine how this fresh analyst enthusiasm, especially around Garrett’s zero-emission...
NYSE:EMN
NYSE:EMNChemicals

Reassessing Eastman Chemical (EMN) After a Recent Bounce: Is the Stock Undervalued?

Eastman Chemical (EMN) has quietly lagged the broader market this year, but its recent bounce over the past month has some investors revisiting the stock as a potential value opportunity. See our latest analysis for Eastman Chemical. That recent 30 day share price return of 6.77% looks more like a short term relief move than a trend change, given the year to date share price return is still down 28.20% and the five year total shareholder return sits firmly in negative territory. If Eastman’s...
NYSE:IFF
NYSE:IFFChemicals

Insider Buying and Sustainable AI Investment Could Be a Game Changer For International Flavors & Fragrances (IFF)

Earlier in December 2025, International Flavors & Fragrances saw a senior executive buy shares while the company increased investment in taste, scent and bio‑innovation capabilities focused on natural and sustainable ingredients. This combination of insider buying and higher spending on AI‑enabled, bio‑based formulations underscores internal conviction that consumer and regulatory trends favor IFF’s innovation-focused portfolio. We’ll now examine how this insider purchase, set against rising...
NYSE:HG
NYSE:HGInsurance

Will Hamilton Insurance Group’s (HG) New Property Chief Subtly Reshape Its Specialty Risk Profile?

Hamilton Insurance Group recently appointed industry veteran Dwayne Hunt as Senior Vice President and Head of Property Insurance at Hamilton Re, succeeding Gavin Davis, while also presenting at the UBS Global Specialty Insurance/Reinsurance Virtual Conference on 16 December 2025. The move underscores Hamilton’s emphasis on internal succession and experienced underwriting leadership in its property portfolio, a cornerstone of its specialty (re)insurance business. We’ll now examine how Hunt’s...
NYSE:CALX
NYSE:CALXCommunications

Calix (CALX): Evaluating Valuation After New Broadband Study Highlights Shift Toward Experience-Driven Subscriber Loyalty

Calix (CALX) just shared early results from a national broadband study, showing that subscriber loyalty is now driven more by overall experience than by raw speed or price. This shift could subtly reshape its growth story. See our latest analysis for Calix. That backdrop helps explain why Calix’s roughly 61 percent year to date share price return and 54.7 percent one year total shareholder return stand out despite a softer recent quarter, suggesting long term momentum remains intact as...
NYSE:PEB
NYSE:PEBHotel and Resort REITs

Pebblebrook Hotel Trust (PEB): Is Its Slow Share Price Recovery Hiding Undervalued Upside?

Pebblebrook Hotel Trust (PEB) has been quietly grinding higher this month, and that slow climb makes the stock worth a closer look. Recent returns hint at shifting sentiment around its hotel portfolio. See our latest analysis for Pebblebrook Hotel Trust. Zooming out, the 30 day share price return of 3.97% barely dents a negative year to date share price return of 13.26%, while the one year total shareholder return of 14.75% in the red shows that momentum is still rebuilding rather than fully...
NasdaqGS:FHB
NasdaqGS:FHBBanks

Taking Another Look at First Hawaiian (FHB) Valuation After Its Recent Share Price Uptick

Recent performance and what is driving interest First Hawaiian (FHB) has quietly put together a steady run, with the stock up about 7 % over the past month and 4 % in the past 3 months, drawing fresh attention from income focused bank investors. See our latest analysis for First Hawaiian. Zooming out, the stock’s roughly mid single digit year to date share price gain, alongside a 1 year total shareholder return of about 7 %, suggests momentum is quietly rebuilding as investors reassess risks...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Why Halozyme Therapeutics (HALO) Is Up 8.3% After FDA Nod And Patent Win In Lung Cancer

Halozyme Therapeutics recently received FDA approval for RYBREVANT FASPRO, co-formulated with its ENHANZE platform for advanced EGFR-mutated non-small cell lung cancer, and earlier this month secured a preliminary patent injunction in Germany against a rival subcutaneous product. Together with the addition of commercialization veteran Jim Lang to its board, these developments reinforce Halozyme’s positioning at the center of subcutaneous biologic drug delivery and IP protection. We’ll now...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

Assessing Gold Royalty (NYSEAM:GROY) Valuation After Its $90 Million Follow-On Equity Raise

Gold Royalty (NYSEAM:GROY) just closed a $90 million follow on equity offering at $4 per share, issuing 22.5 million new common shares. This represents a meaningful capital raise that immediately reshapes its growth runway. See our latest analysis for Gold Royalty. The equity raise caps a big year for the stock, with a roughly 230% year to date share price return and about 247% one year total shareholder return, signaling that momentum is clearly building as investors re rate its growth...
NasdaqGM:CDNA
NasdaqGM:CDNABiotechs

CareDx (CDNA): Reassessing Valuation After Governance Reform Settlement and Legal Resolution Proposal

CareDx (CDNA) just moved to settle long running shareholder derivative lawsuits, tying the legal truce to a package of governance reforms that tighten oversight, disclosure practices, and compliance monitoring across the company. See our latest analysis for CareDx. The legal settlement and recent bylaw changes come as CareDx’s share price has climbed to about $19.45, with a 30 day share price return of 13.21% and a three year total shareholder return of 72.74%. This suggests improving...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Bilibili’s First Net Profit and Supportive China Policy Might Change The Case For Investing In Bilibili (BILI)

In Q3 2025, Bilibili reported a net profit after earlier losses as stronger user engagement and higher advertising revenue lifted performance, while China’s Politburo shifted toward a moderately loose monetary policy to support domestic demand and technology investment for 2026. This combination of an earnings turnaround and a policy stance favoring digital consumption highlights how platform engagement and macro support may reinforce Bilibili’s role in China’s online entertainment...
NYSE:BFH
NYSE:BFHConsumer Finance

Bread Financial (BFH): Reassessing Valuation After Fitch’s Rating Moves and Ongoing Earnings Outperformance

Bread Financial Holdings (BFH) just saw Fitch assign a B minus rating to its new perpetual preferred stock, building on an earlier issuer upgrade to BB with a stable outlook that underscores improving credit quality. See our latest analysis for Bread Financial Holdings. The latest Fitch actions and a run of earnings beats seem to be feeding into sentiment, with the share price now at $78.0 and a strong 30 day share price return of 20.56 percent helping extend a 26.14 percent 1 year total...
NYSE:BHVN
NYSE:BHVNBiotechs

Biohaven (BHVN) Is Down 5.9% After Strong Early BHV-1510 Combo Data - Has The Bull Case Changed?

In December 2025, Biohaven Ltd. reported at the ESMO Immuno-Oncology Congress that its Trop2-directed antibody drug conjugate BHV-1510, combined with Regeneron’s anti-PD-1 cemiplimab, showed encouraging safety and efficacy signals across several solid tumors, including non-small cell lung, endometrial, urothelial, and triple negative breast cancers. The early-stage data, including a confirmed objective response rate above half in evaluable patients and durable participation beyond six...