NYSE:TEL
NYSE:TELElectronic

Has TE Connectivity (TEL) Run Too Far After Strong Multi‑Year Share Price Gains?

If you are wondering whether TE Connectivity's current share price matches its underlying worth, you are not alone. This article walks through what the numbers are really saying about the stock. TE Connectivity's shares last closed at US$223.84, with returns of 47.0% over 1 year, 87.8% over 3 years and 101.6% over 5 years. This comes even as the stock has seen a 7.1% decline over the past week, a 3.5% decline over the past month, and is down 4.0% year to date. Recent prices sit against a...
NYSE:HRI
NYSE:HRITrade Distributors

A Look At Herc Holdings (HRI) Valuation After Recent Analyst Upgrades And Renewed Investor Interest

Several upbeat analyst calls on Herc Holdings (HRI) have put the stock back on investors’ radar, as fresh rating upgrades and supportive commentary on its diversification efforts contribute to improving market sentiment. See our latest analysis for Herc Holdings. Recent trading has been choppy, with a 1 day share price decline of 5.72% to US$159.70. However, a 90 day share price return of 21.07% suggests momentum has been building, even as the 1 year total shareholder return shows a 22.85%...
NYSE:BAH
NYSE:BAHProfessional Services

How Profit Growth, Buybacks and an a16z AI Partnership At Booz Allen (BAH) Has Changed Its Investment Story

Booz Allen Hamilton recently reported third-quarter 2025 results showing revenue of US$2,620 million versus US$2,917 million a year earlier, but higher net income of US$200 million and improved diluted EPS of US$1.63 from US$1.45, alongside continued execution of a long-running US$3.56 billion share repurchase program. At the same time, Booz Allen expanded its work with Andreessen Horowitz as the first a16z Technology Acceleration Partner for Governments, linking its government mission...
NYSE:CNR
NYSE:CNROil and Gas

Should Earnings Beat and Leer South Restart Require Action From Core Natural Resources (CNR) Investors?

Core Natural Resources recently reported third-quarter adjusted EBITDA of US$141 million, exceeding analyst expectations, and resumed longwall mining operations at its Leer South mine while resolving prior safety concerns at Mountaineer II without injuries. Beyond the earnings beat, the swift restoration of key production capacity after operational and safety setbacks underscores the company’s operational resilience and risk-management focus. We’ll now examine how the resumption of longwall...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

A Look At American Superconductor (AMSC) Valuation After Profit Streak And Post Earnings Share Price Drop

American Superconductor (AMSC) recently reported its fifth consecutive profitable quarter, with revenue up 20.9% year on year and gross margins above 30%, yet the stock has fallen sharply since the release. See our latest analysis for American Superconductor. At a share price of $33.28, American Superconductor’s short term picture has been volatile, with a 6.19% 1 month share price return and a 44.14% 3 month share price decline, yet a 1 year total shareholder return of 14.60% and a very...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Will Workday’s (WDAY) C$1 Billion Canada AI Push Redefine Its Global Expansion Narrative?

In recent days, Workday announced plans to invest C$1.00 billion over five years to expand its Canadian operations, focusing on AI, engineering, product innovation, and strengthened local customer support. This move, combined with Workday’s emphasis on AI as a growth tailwind and deepening partner ecosystem, highlights how the company is tying geographic expansion directly to AI-driven product development and enterprise workflows. Against this backdrop, we’ll examine how Workday’s C$1.00...
NYSE:LEN
NYSE:LENConsumer Durables

Lennar’s Solar Streetlight Push And What It Means For Investors

Lennar (NYSE:LEN) has expanded its national partnership with Streetleaf to roll out solar powered streetlights across new communities in the United States. The agreement is designed to support more sustainable neighborhood lighting and improve safety features in upcoming Lennar developments. The focus on solar infrastructure aims to cut energy usage tied to community lighting while standardizing this feature across Lennar's new projects. Lennar enters this agreement with Streetleaf as a...
NYSE:BK
NYSE:BKCapital Markets

BNY Earnings Strength And Digital Shift Reframe Bank Of New York Mellon

Bank of New York Mellon Corporation (NYSE:BK) reported strong fourth quarter results alongside record annual sales performance. The firm highlighted progress in digital asset platforms and broader use of AI across its operations. BNY's CEO discussed reimagining the firm's structure to align with its evolving business mix and client needs. For you as an investor, BNY sits at the intersection of global custody, payments, and capital markets services, areas that are being reshaped by digital...
NYSE:DECK
NYSE:DECKLuxury

Should Deckers (DECK) Investors Treat the 2026 Earnings Call as a HOKA‑UGG Inflection Point?

Earlier in January, Deckers Outdoor announced a January 29, 2026 earnings call that investors see as a key test of its HOKA-UGG growth engine amid tariff pressures and competitive challenges. Analyst downgrades, concerns about HOKA’s brand momentum, and bearish options positioning highlight how divided the market appears ahead of this earnings update. We’ll now examine how this mix of HOKA brand questions and tariff-driven pricing actions could influence Deckers Outdoor’s investment...
NasdaqGS:WEN
NasdaqGS:WENHospitality

A Look At Wendy's (WEN) Valuation After An Earnings Beat And Share Price Pullback

Why Wendy's stock is in focus after an earnings beat Wendy's (WEN) is back on investors' radar after quarterly results topped revenue and EBITDA forecasts, systemwide sales growth reached 8.6%, and 54 new restaurants were added globally, yet the share price slipped. See our latest analysis for Wendy's. At a share price of US$8.42, Wendy's has seen short term resilience, with a 1 month share price return of 1.57% and year to date gain of 3.06%. However, longer term total shareholder returns of...
NYSE:OGS
NYSE:OGSGas Utilities

Is ONE Gas (OGS) Still Fairly Priced After Recent Share Price Softness?

Wondering whether ONE Gas at around US$77 per share still makes sense for your portfolio, or if the easy gains are behind it? This article focuses squarely on what you are paying versus what you might be getting. The stock is roughly flat year to date with a 0.2% decline, but over the past year it has returned 16.2%. This is very different to the 1.9% decline over the last week and the 1.4% decline over the last month. Recent attention on ONE Gas has centered on its role as a regulated...
NYSE:CLVT
NYSE:CLVTProfessional Services

Is Clarivate’s (CLVT) AI Push Reframing Its Role in the Global Innovation Value Chain?

Clarivate Plc recently released the 15th edition of its Top 100 Global Innovators report and announced Clarivate Nexus, an AI-integrated academic assistant reconnecting students and researchers with trusted library content and services. Together, these initiatives underline Clarivate’s push to embed its data and analytics more deeply into AI workflows while reinforcing its influence in global innovation and academic ecosystems. Next, we’ll examine how Clarivate’s launch of Nexus as an...
OTCPK:PBNC
OTCPK:PBNCBanks

PB Financial (OTCPK:PBNC) EPS Acceleration Reinforces Bullish Narratives On Profitability

PB Financial (PBNC) has wrapped up FY 2025 with fourth quarter revenue of US$13.8 million and basic EPS of US$2.10, set against a trailing twelve month EPS of US$7.51 on revenue of US$52.5 million. Over the past year, the company has seen quarterly revenue move from US$10.4 million in Q4 2024 to US$13.8 million in Q4 2025. Over that same fourth quarter period, basic EPS shifted from US$1.37 to US$2.10, underpinned by a trailing net profit margin of 41.1% that frames these results as firmly...
NasdaqGS:PFBC
NasdaqGS:PFBCBanks

Preferred Bank (PFBC) Net Interest Margin Holds Near 3.8% Reinforcing Bullish Efficiency Narrative

Preferred Bank (PFBC) has wrapped up FY 2025 with fourth quarter total revenue of US$73.8 million and basic EPS of US$2.85, while trailing twelve month figures show revenue of US$281.2 million and EPS of US$10.61. Over recent periods, total revenue has moved from US$63.9 million in Q4 2024 to US$73.8 million in Q4 2025, with quarterly EPS shifting from US$2.29 to US$2.85 over the same stretch, as investors weigh those results alongside multi year earnings growth and a strong net profit margin...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

Assessing Bentley Systems (BSY) Valuation After Recent Share Price Stability

Recent performance snapshot for Bentley Systems stock Bentley Systems (BSY) has recently traded at US$38.84. Short-term moves have been relatively muted compared with a weaker past 3 months and 1 year, highlighting a contrast between recent stability and longer-term pressure. See our latest analysis for Bentley Systems. While the 1-day and 7-day share price returns show only modest moves around the current US$38.84 level, the 90-day share price return of 24.92% contrasts with a mildly...
NasdaqCM:BFC
NasdaqCM:BFCBanks

Bank First (BFC) Net Interest Margin Near 3.9% Tests Premium Valuation Narrative

Bank First (BFC) has wrapped up FY 2025 with fourth quarter revenue of US$44.9 million and basic EPS of US$1.87, while trailing twelve month figures show revenue of US$172.6 million and EPS of US$7.23. Over recent periods, revenue has moved from US$41.1 million in Q4 FY 2024 to US$44.9 million in Q4 FY 2025, with quarterly EPS ranging between US$1.65 and US$1.87, and trailing EPS shifting between US$6.50 and US$7.23. With a trailing net profit margin of 41.4% slightly above last year’s 41.2%...
NasdaqCM:USAU
NasdaqCM:USAUMetals and Mining

Is It Too Late To Reassess U.S. Gold (USAU) After Its 207% One-Year Surge?

If you are wondering whether U.S. Gold's recent share price levels still make sense, you are not alone. This article will walk through what that price could imply about value. U.S. Gold last closed at US$22.60, with returns of 15.5% over 7 days, 0.6% over 30 days, 22.3% year to date and 207.1% over 1 year, as well as 361.2% over 3 years and 105.6% over 5 years. Those moves sit against a backdrop of ongoing interest in U.S. Gold as a materials stock, with investors reacting to sector...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Why Coupang (CPNG) Is Down 5.4% After Cybersecurity Lawsuits And Investor Treaty Claims – And What's Next

In recent months, Coupang has faced intensified legal and regulatory pressure, including multiple U.S. securities class actions over a major data breach affecting tens of millions of customers and investigations by South Korean authorities that coincided with its CEO’s resignation. Adding a geopolitical layer, key U.S. investors Greenoaks and Altimeter have launched treaty-based claims and urged U.S. trade officials to challenge what they describe as discriminatory treatment of Coupang by...
NYSE:USB
NYSE:USBBanks

Will Strong 2025 Results and BTIG Deal Shift U.S. Bancorp’s (USB) Fee-Income Narrative?

In January 2026, U.S. Bancorp reported strong fourth-quarter and full-year 2025 results, with higher net interest income of US$4,284 million in the quarter and net income of US$2,045 million, while also issuing US$2.25 billion of fixed-to-floating rate senior notes maturing in 2032 and 2037 and completing a US$587.99 million share repurchase program. Together with its agreement to acquire BTIG for up to US$1 billion and plans for mid-single-digit revenue growth in 2026, the bank is...
NYSE:IMAX
NYSE:IMAXEntertainment

IMAX Camera Certification Move And What It May Mean For Valuation

IMAX has certified the FUJIFILM GFX ETERNA 55 as part of its "Filmed For IMAX" digital camera program. The move expands the range of approved cameras that can be used for high-end IMAX productions. This certification is aimed at giving filmmakers more flexibility when creating content for IMAX screens. For investors watching NYSE:IMAX, this camera certification fits into a broader push to keep the large format experience closely tied to high end production tools. The shares recently closed...
NasdaqCM:CLDX
NasdaqCM:CLDXBiotechs

A Look At Celldex Therapeutics (CLDX) Valuation After Recent Share Price Weakness

CLDX stock reaction and recent performance Celldex Therapeutics (CLDX) has been moving without a clear single news catalyst. This puts the focus on how the stock has behaved recently and what its fundamentals look like today. Over the past month the share price has recorded a 3.4% decline, while the past 3 months show a 3% decline. Year to date, CLDX is down about 4%, although the 1 year total return stands at 7.9%. See our latest analysis for Celldex Therapeutics. At a share price of...
NasdaqGS:OCFC
NasdaqGS:OCFCBanks

OceanFirst Financial (OCFC) Valuation Check After Earnings Beat And Merger And Investment Plans

OceanFirst Financial (OCFC) is back in focus after quarterly results came in ahead of expectations on both revenue and non GAAP profit, helped by strong loan growth, higher net interest income, and ongoing merger activity. See our latest analysis for OceanFirst Financial. Despite the earnings beat and ongoing merger and capital initiatives, the 1 day share price return of 3.7% and 1 month share price return of 6.3% suggest some investors are reassessing near term risks, while the 5 year total...
NYSE:ZBH
NYSE:ZBHMedical Equipment

How Investors May Respond To Zimmer Biomet (ZBH) Cautious 2026 Outlook And Executive Departure

Zimmer Biomet Holdings, Inc. recently outlined a cautious 2026 outlook at the J.P. Morgan Healthcare Conference and disclosed that named executive officer Mark Bezjak will resign his employment and officer roles effective January 16, 2026, after previously stepping down as an executive officer in July 2025. The combination of tempered guidance following weaker demand in certain international markets and the departure of a senior leader has intensified attention on Zimmer Biomet’s operational...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

SS&C Expands Role In ETFs And Retirement With Fundsmith And PensionBee

SS&C Technologies Holdings (NasdaqGS:SSNC) is supporting Fundsmith's entry into the U.S. ETF market with a new U.S. Equity ETF. SS&C has expanded its work with PensionBee to streamline and digitize the 401(k) rollover process. These developments highlight SS&C's role in both asset management infrastructure and retirement account services. SS&C Technologies Holdings, a provider of software and services for the financial sector, operates at the intersection of asset management, wealth, and...