NYSE:MUX
NYSE:MUXMetals and Mining

How McEwen’s (MUX) New Drill Results and Pit Strategy Could Reshape Its Mine Life Profile

McEwen Inc. recently reported progress across several core assets, including completing the 2025 drill program at Lookout Mountain in Nevada and releasing new high‑grade drill results from the Froome Mine at the Fox Complex in Ontario, which together aim to increase resources, extend mine lives and support potential production growth. A distinctive aspect of these updates is the combination of near‑mine extensions at Froome West and early work to merge multiple pits at Unity Ridge, which...
NYSE:HIMS
NYSE:HIMSHealthcare

Is Hims & Hers Health Still Attractive After Its 450% Surge and Telehealth Expansion?

Wondering if Hims & Hers Health is still a smart buy after its big run, or if the easy money has already been made? You are not alone, and this article is going to unpack exactly what the current price is really baking in. Even after a recent pullback of around 5.1% over the last week and 4.6% over the past month, the stock is still up 47.7% year to date and a massive 450.4% over three years. This tells you the market has already rewritten its expectations in a big way. That surge in...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Too Late to Consider Airbnb After Recent Share Price Rebound?

Wondering if Airbnb at around $128 a share is still a good deal or if the easy money has already been made? This article breaks down what the current price really implies about its future. Despite being down about 2.4% year to date and 2.0% over the last year, the stock has quietly climbed 3.3% in the past week and 5.5% over the last month, hinting that investor sentiment may be starting to turn. That recent strength has come as investors refocus on travel demand normalizing, ongoing product...
NYSE:TOST
NYSE:TOSTDiversified Financial

Has Toast’s Rally Stalled After A 7.5% Slide And Lofty Valuation Multiples?

If you are wondering whether Toast is actually a bargain at today’s prices or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack. The stock has slipped recently, down about 1.1% over the last week, 8.0% over the last month and 7.5% over the past year, even though it is still up around 88.1% over three years. Much of the recent share price action has been driven by changing market sentiment toward high growth, software enabled payment...
NYSE:PLNT
NYSE:PLNTHospitality

What Planet Fitness (PLNT)'s US$750 Million Fixed-Rate Refinancing Means For Shareholders

Planet Fitness, Inc. recently completed a refinancing, pricing US$750 million of Series 2025-1 Class A-2 fixed-rate senior secured notes across five- and seven-year tranches, and adding a new US$75 million variable funding note facility through a bankruptcy-remote subsidiary. The transaction not only replaces existing 2022-1 debt but also frees up cash for general corporate purposes, including potential share repurchases, which could influence the company’s balance sheet mix and capital...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Does Palo Alto Networks Recent Pullback Present a Compelling Valuation Opportunity in 2025?

If you have been wondering whether Palo Alto Networks is still worth buying after its strong run over the last few years, this breakdown will walk through whether the current price still makes sense. Despite a solid long term gain of 153.9% over 3 years and 223.5% over 5 years, the stock has cooled recently, with the share price down 3.6% over the past week, 8.7% over the last month, and slipping 2.5% over the past year, even though it is still up 6.1% year to date. Recent moves have been...
NYSE:JOBY
NYSE:JOBYAirlines

How Investors Are Reacting To Joby Aviation (JOBY) Certification Progress Amid Intensifying Urban Air Mobility Rivalry

Joby Aviation reported further progress toward Federal Aviation Administration certification in 2025, completing over 600 test flights, starting propeller blade manufacturing, and expanding its production workforce while preparing to launch an electric air taxi service in Dubai in 2026 and targeting major U.S. cities thereafter. Alongside Joby’s certification and production push, rival Archer Aviation moved aggressively on infrastructure by acquiring Hawthorne Airport in Los Angeles for...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Assessing Quantum Computing (QUBT) Valuation After a Recent Share Price Rebound

Quantum Computing (QUBT) has been swinging sharply, with the stock up about 8% over the past month but still down roughly 36% year to date, leaving investors reassessing its long term potential. See our latest analysis for Quantum Computing. That recent bounce in the share price sits awkwardly against a much weaker year to date share price return and a still impressive multi year total shareholder return. This suggests sentiment is resetting as investors weigh high growth hopes against...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Assessing Amgen (AMGN)’s Valuation After FDA Approval of Uplizna for Generalized Myasthenia Gravis

Amgen (AMGN) just picked up a meaningful FDA win, with Uplizna cleared as the first CD19 targeted B cell therapy for certain adults with generalized myasthenia gravis, and markets are reassessing the stock’s long term growth mix. See our latest analysis for Amgen. The Uplizna approval lands just after Amgen confirmed another quarterly dividend increase. It comes at a time when the share price, now around $317.74, has delivered a robust year to date share price return of roughly 22% and a one...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Late to Consider SoFi After Its 2025 Rally and Valuation Concerns?

Wondering if SoFi Technologies is still a smart buy after its massive run up, or if you are late to the party? You are not alone, and that is exactly what we are going to unpack here. Despite impressive long term gains of 93.1% year to date and 67.9% over the last year, the stock has cooled a bit recently, slipping 1.8% over the past week and 3.9% over the last month. Recent headlines have focused on SoFi expanding its product ecosystem, stepping up its push into traditional banking...
NasdaqGS:ZVRA
NasdaqGS:ZVRAPharmaceuticals

Does Zevra Therapeutics Near $8 Reflect Its 92% DCF Upside Potential in 2025?

Wondering if Zevra Therapeutics at around $8 a share is a hidden bargain or just another biotech rollercoaster? You are not alone. Let us break down what the current price might really be telling us. The stock is roughly flat over the last year, down 1.8%, but that sits on top of a wild 84.7% gain over three years and a 55.5% drop over five years. This pattern hints at shifting market confidence rather than a simple growth story. Recent attention has centered on Zevra's progress with its...
NYSE:CIEN
NYSE:CIENCommunications

Ciena (CIEN) Margin Drag Persists in Q4 FY2025, Testing AI‑Driven Bullish Narratives

Ciena (CIEN) just wrapped up FY 2025 with fourth quarter revenue of about $1.4 billion and basic EPS of $0.14, alongside trailing twelve month revenue of roughly $4.8 billion and EPS of $0.87. The company has seen revenue move from $1.1 billion and EPS of $0.26 in Q4 2024 to the latest $1.4 billion and $0.14. On a trailing basis, revenue has stepped up from about $4.0 billion and EPS of $0.58 to $4.8 billion and $0.87, setting the stage for investors to weigh modest net margins against the...
NYSE:PVH
NYSE:PVHLuxury

Is PVH (PVH) Undervalued After Its Recent Share Price Pullback? A Fresh Look at the Numbers

PVH has had a rough stretch lately, with the stock sliding over the past month and past 3 months, even as annual revenue and profit have still managed to grow in the background. See our latest analysis for PVH. Zooming out, PVH’s recent pullback, including a 30.51% one year total shareholder return decline and weaker short term share price performance, suggests momentum is fading as investors reassess growth durability and fashion cycle risk at around $75 per share. If PVH’s volatility has...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Alameda County Energy Upgrade Deal Could Be A Game Changer For Willdan Group (WLDN)

Willdan Group, Inc. recently presented at the 14th Annual ROTH Deer Valley Event, where President Amber Mahone and CEO Michael A. Bieber highlighted the company’s latest developments, including a new US$97,000,000 Alameda County energy upgrade contract covering solar PV and EV charging infrastructure. This combination of a large public-sector energy project and evidence of improved balance sheet strength and earnings quality underscores how Willdan is increasingly positioned as a key partner...
NasdaqGS:LAES
NasdaqGS:LAESSemiconductor

SEALSQ (LAES) Valuation Check After WISeSat–SpaceX Secure IoT Satellite Launch Milestone

SEALSQ (LAES) just grabbed fresh attention after its WISeSat unit successfully launched a new secure IoT and cybersecurity satellite on a SpaceX Falcon 9, pushing its space based security strategy forward. See our latest analysis for SEALSQ. Despite the technical milestone, SEALSQ’s 1 day share price return of minus 10.17 percent leaves the stock at 4.24 dollars. This caps a volatile spell where short term share price returns are weak, but the 1 year total shareholder return of 142.29 percent...
NYSE:TE
NYSE:TEElectrical

Why T1 Energy (TE) Is Down 8.2% After US$280M Convertible Debt And Equity Raise And What's Next

T1 Energy Inc. recently completed dual capital raises, issuing US$140,000,000 of 5.25% convertible senior unsecured notes due 2030 and US$140,000,009 of common stock at US$4.95 per share to fund FEOC compliance, debt repayment, and its G2_Austin expansion. This combination of convertible debt and equity financing meaningfully reshapes T1 Energy’s balance sheet and funding mix as it scales US-based solar and battery manufacturing. Next, we’ll examine how this US$280,000,009 capital raise,...
NYSE:USB
NYSE:USBBanks

U.S. Bancorp (USB): Revisiting Valuation After Prime Rate Cut, Dividend Hike, and New Buyback Plan

U.S. Bancorp (USB) just paired a cut in its prime lending rate to 6.75% with a higher quarterly dividend and a fresh share repurchase plan, a move that signals management’s confidence in both earnings durability and capital strength. See our latest analysis for U.S. Bancorp. The backdrop to these moves is a steadily improving share price narrative, with an 11.6% year to date share price return and a 47.5% five year total shareholder return suggesting momentum is gradually rebuilding as...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Lamar Advertising (LAMR): Assessing Valuation After a Recent Pullback and Ongoing Digital Growth

Lamar Advertising (LAMR) has quietly delivered solid long term returns, even as the stock has treaded water over the past month. With revenue and earnings still growing, investors are asking whether today’s price leaves upside. See our latest analysis for Lamar Advertising. At around $128 per share, Lamar’s recent 7 day share price pullback contrasts with its positive year to date share price return and robust multi year total shareholder returns. This suggests long term momentum remains...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Lululemon (LULU) Margin Compression Challenges Bullish Growth Narrative After Q3 2026 Results

lululemon athletica (LULU) has just posted another solid quarter, with Q3 2026 revenue of about $2.6 billion and net income of roughly $307 million, translating to EPS of $2.59, while over the last 12 months earnings grew just 0.01% and net margin eased from 17.1% to 15.7%. The company has seen revenue move from $2.40 billion in Q3 2025 to $2.57 billion in Q3 2026, with EPS shifting from $2.87 to $2.59 over the same stretch. This sets up a story where healthy top line levels are now rubbing...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Assessing CrowdStrike (CRWD) Valuation After Its Recent Share Price Pullback

CrowdStrike Holdings (CRWD) has cooled off recently, with the stock slipping about 2% in the past day and roughly 8% over the month, even as its long term returns remain strong. See our latest analysis for CrowdStrike Holdings. Zooming out, the recent pullback mainly trims what has been a powerful run. CrowdStrike’s 90 day share price return of 15.75% and three year total shareholder return of 352.72% still signal strong, if cooling, momentum. If cybersecurity is already on your radar, this...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

Assessing Amphastar Pharmaceuticals (AMPH) Valuation After Its Recent Share Price Slide

Amphastar Pharmaceuticals (AMPH) has quietly slid this month, extending a steady downtrend that now stretches back to the past 3 months. Investors are starting to question whether the selloff has gone too far. See our latest analysis for Amphastar Pharmaceuticals. Zooming out, Amphastar’s slide to a recent share price of $25.27 has capped a tough stretch, with year to date share price return sharply negative and the 1 year total shareholder return also firmly in the red. This suggests...