NYSE:LW
NYSE:LWFood

Lamb Weston (LW): Is the Recent 10% Pullback Creating a Valuation Opportunity?

Lamb Weston Holdings (LW) has quietly drifted lower this year, even as its earnings and revenue continue to grow. With the stock down about 10% year to date, investors are revisiting its long term case. See our latest analysis for Lamb Weston Holdings. At around a 10% year to date share price decline and a 1 year total shareholder return of roughly negative 21 percent, the stock looks more like a slow bleed than a collapse. Recent setbacks appear to reflect investors reassessing execution...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria’s Secret (VSCO) Q2: 4% Same-Store Sales Growth Reinforces Turnaround Narrative

Victoria's Secret (VSCO) kicked off its latest earnings update with Q2 2026 revenue of about $1.5 billion and basic EPS of $0.20, supported by net income of $16 million and a 4% same store sales uptick that marks a cleaner read on underlying demand. The company has seen quarterly revenue move from $1.35 billion in Q1 2025 to $1.46 billion in Q2 2026, while EPS has swung from a loss of $0.71 in Q3 2025 to the current $0.20. This sets the stage for investors to focus on whether recent margin...
NasdaqGS:APA
NasdaqGS:APAOil and Gas

Assessing APA (APA) Stock Valuation After Its Recent 25% One-Month Rebound

APA (APA) has quietly climbed about 25% over the past month and roughly 19% in the past 3 months, drawing fresh attention to whether the stock still offers value at current levels. See our latest analysis for APA. Zooming out, APA’s recent 1 month share price return of around 25% builds on a solid year to date share price gain, even as the 3 year total shareholder return remains negative. This suggests sentiment has only recently swung back in its favor. If APA’s rebound has you rethinking...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

DocuSign (DOCU) Q3: Net Margin Drop to 9.6% Fuels Profitability Debate

DocuSign (DOCU) just posted Q3 2026 results with revenue of $818.4 million and basic EPS of $0.41, as the company continues to turn its profitability track record from headline to habit. Over the past few quarters, revenue has stepped up from $754.8 million in Q3 2025 to $776.3 million in Q4 2025, then to $763.7 million and $800.6 million in Q1 and Q2 2026, while EPS moved from $0.31 in Q3 2025 to a trailing twelve month figure of $1.49. With that backdrop, investors are watching how much of...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

The Bull Case For Kymera Therapeutics (KYMR) Could Change Following KT-621 Atopic Dermatitis Data Readout

In late November and early December 2025, Kymera Therapeutics highlighted progress for KT-621, its first-in-class oral STAT6 degrader, including completion of the BroADen Phase 1b atopic dermatitis trial and initiation of the BROADEN2 Phase 2b study, while scheduling Phase 1b data release for December 8, 2025. This latest update positions KT-621 at the center of Kymera’s effort to move beyond early proof-of-mechanism and potentially build a multi-indication Type 2 inflammation franchise...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess’ Emerging‑Markets Push and ICE Bonds Integration Might Change The Case For Investing In MKTX

At the Barclays Financial Services Conference in September, MarketAxess CEO Chris Concannon and CFO Ilene Fiszel Bieler outlined the company’s evolving growth plan, emphasizing progress in non‑US credit revenue, stronger algorithmic and block trading activity, and plans to deepen integration with ICE Bonds while prioritizing organic growth and selective share repurchases. An interesting takeaway is management’s emphasis on emerging markets, where electronic bond trading remains minimal,...
NYSE:FVRR
NYSE:FVRRProfessional Services

Taking Stock of Fiverr International (FVRR) Valuation After Analysts Lift Earnings Estimates

Recent upward revisions to earnings estimates have pushed Fiverr International (FVRR) into the spotlight, as a stronger earnings outlook and favorable ranking are drawing fresh attention from investors watching the freelancing platform. See our latest analysis for Fiverr International. Those upgraded earnings expectations have helped the stock stabilize recently, with a 30 day share price return of 4.8% following a weak year to date share price return of negative 32.8%. This signals improving...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

The Bull Case For QuidelOrtho (QDEL) Could Change Following Fresh Insider Buying By Top Executives

In late November 2025, QuidelOrtho drew heightened attention after director Joseph D Jr. Wilkins bought 370 shares and CEO Brian J. Blaser purchased 23,500 shares, signaling leadership’s willingness to commit personal capital to the diagnostics company. These insider purchases have become a focal point for investors, who often treat such buying as a real-time indicator of management’s conviction in the company’s prospects. We’ll now examine how this insider buying wave could influence...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Should Investors Chase Constellation Energy After Its 311% Three Year Surge?

If you are wondering whether Constellation Energy at around $359 a share is still worth chasing after a huge multi year run, you are not alone. This is exactly the question we will unpack. The stock has dipped slightly in the last week and month, down about 1.2% over 7 days and 0.9% over 30 days, but it is still up 48.3% year to date and 42.7% over the last year, with a 311.0% gain over 3 years. Those kinds of returns have been associated with rising optimism around US power markets and the...
NasdaqGS:SFD
NasdaqGS:SFDFood

Is Smithfield Foods (SFD) Undervalued? A Fresh Look at the Market’s Pricing vs Earnings and DCF Estimates

Smithfield Foods (SFD) has been quietly grinding higher this year, and that steady climb has plenty to do with its improving fundamentals, from modest revenue growth to faster expanding profits. See our latest analysis for Smithfield Foods. At a last close of $21.93, Smithfield’s year to date share price return of 11.04% signals improving sentiment as investors gradually price in its steady earnings momentum rather than chasing short term swings. If this kind of steady compounding appeals to...
NasdaqCM:CAPR
NasdaqCM:CAPRBiotechs

Capricor Therapeutics (CAPR): Assessing Valuation After a Strong Multi-Week Share Price Rally

Capricor Therapeutics (CAPR) has quietly rewarded patient investors, with the stock climbing sharply over the past year as expectations build around its late stage Duchenne muscular dystrophy program and broader exosome pipeline. See our latest analysis for Capricor Therapeutics. The recent surge, including a powerful 7 day share price return and strong gains over the past quarter, suggests momentum is firmly building as investors reprice Capricor’s late stage pipeline and long term...
NYSE:KTB
NYSE:KTBLuxury

Will Kontoor Brands’ (KTB) Earnings Beat and New Dividend Change Its Investment Narrative?

In recent days, Kontoor Brands reported quarterly earnings per share that surpassed analyst estimates and announced a new quarterly dividend, prompting analysts to reiterate a consensus "Moderate Buy" rating. This combination of an earnings beat, income-focused capital return, and broad-based analyst support has reinforced confidence in Kontoor’s underlying business momentum and execution. We’ll now examine how this earnings surprise and dividend declaration could influence Kontoor Brands’...