NYSE:BDX
NYSE:BDXMedical Equipment

The Bull Case For Becton Dickinson (BDX) Could Change Following New Biopsy System Clearance And Syringe Expansion

Becton, Dickinson and Company recently received FDA 510(k) clearance for its EnCor EnCompass Breast Biopsy and Tissue Removal System, while also committing US$110.00 million to expand BD Neopak Glass Prefillable Syringe production in Columbus, Nebraska to support biologic and GLP-1 drug delivery. These moves broaden BD’s breast health and pharmaceutical systems portfolios, tying clinical diagnostics innovation directly to reshoring and strengthening of the U.S. drug delivery supply...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Scientific (TMO) Valuation After Leadership Shakeup And New AI Lab Partnerships

Why Thermo Fisher Scientific (TMO) is back in focus Thermo Fisher Scientific (TMO) is drawing fresh attention as it reshapes its top leadership, closes a U.S. manufacturing site, and leans into new AI partnerships with NVIDIA and TetraScience around lab automation and data. See our latest analysis for Thermo Fisher Scientific. At a share price of US$618.72, Thermo Fisher has seen a 30 day share price return of 9.98% and a 90 day share price return of 14.81%, while the 1 year total shareholder...
NYSE:EXPD
NYSE:EXPDLogistics

Is It Too Late To Consider Buying Expeditors International Of Washington (EXPD) After 1-Year Surge?

If you are wondering whether Expeditors International of Washington at US$162.41 is offering good value right now, it helps to step back and look at what the current price might be implying. The stock has posted returns of 2.2% over the last 7 days, 8.5% over 30 days, 6.9% year to date, 49.0% over 1 year and 57.7% over 3 years, with a 5 year return of 83.4%. This naturally raises questions about how much of the story is already priced in. Recent attention on Expeditors has centered on its...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech (KRYS) Is Up 9.0% After Positive Interim Data From Inhaled CF Gene Therapy Study

Earlier this month, Krystal Biotech reported a positive interim update from the highest-dose cohort of its Phase 1 CORAL-1 study, showing successful lung delivery and expression of wild-type CFTR protein with inhaled gene therapy candidate KB407 in cystic fibrosis patients. This progress in validating in-lung gene delivery with KB407 adds a new potential pillar to Krystal’s HSV-1-based platform beyond its existing dermatology franchise. We’ll now examine how KB407’s early success in...
NYSE:ROL
NYSE:ROLCommercial Services

Is Rollins (ROL) Getting Ahead Of Itself After Strong Multi‑Year Share Price Gains

If you are wondering whether Rollins is priced attractively right now, it helps to start by lining up the recent share performance with what you are actually getting for the current price. The stock last closed at US$62.73, with returns of 3.4% over 7 days, 4.1% over 30 days, 6.3% year to date, 31.1% over 1 year, 80.7% over 3 years and 80.4% over 5 years. This raises questions about how much of the story is already reflected in the share price. Recent coverage around Rollins has focused on...
NasdaqGS:VICR
NasdaqGS:VICRElectrical

Assessing Vicor (VICR) Valuation After Analyst Upgrades And New Licensing Momentum

Why Vicor is back on investors' radar Vicor (VICR) has moved back into focus after analyst upgrades tied to its royalty outlook, advanced Vertical Power Delivery work, and a fresh two year license deal with an existing OEM customer. See our latest analysis for Vicor. That shift in sentiment has lined up with a sharp move in the share price, with a 30 day share price return of 54.21% and a 90 day share price return of 160.98%. Together, these have contributed to a 1 year total shareholder...
NasdaqGS:GRAL
NasdaqGS:GRALBiotechs

A Look At GRAIL’s Valuation As New 2025 Guidance And Morgan Stanley Coverage Shape Expectations

Why GRAIL’s latest guidance and new coverage matter for investors GRAIL (GRAL) recently issued 2025 revenue guidance of US$147 million to US$148 million, indicating 17% to 18% growth over 2024, alongside fresh analyst coverage that adds another reference point for investor expectations. See our latest analysis for GRAIL. The latest 2025 revenue guidance and fresh Wall Street coverage have arrived after a sharp re-rating, with a 12.61% 1 month share price return and a very large 1 year total...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

Assessing Monolithic Power Systems (MPWR) Valuation After Wells Fargo Rating Upgrade And Rising Semiconductor Optimism

Monolithic Power Systems (MPWR) has moved into the spotlight after Wells Fargo shifted its rating on the power chip designer from Equal Weight to Overweight, citing what it describes as improving sentiment across the semiconductor sector. See our latest analysis for Monolithic Power Systems. The Wells Fargo upgrade comes after a strong stretch of momentum, with a 7 day share price return of 7.74%, a 30 day share price return of 13.26%, and a 1 year total shareholder return of 66.46%. This...
NYSE:OMC
NYSE:OMCMedia

A Look At Omnicom Group (OMC) Valuation Following Recent Share Price Moves And Interpublic Acquisition Plans

Why Omnicom Group is Drawing Fresh Attention Omnicom Group (OMC) is back on many investors’ radars after recent share price moves, with the stock closing at US$79.79 and showing mixed returns over the past year and past 3 months. See our latest analysis for Omnicom Group. Recent trading has been mixed, with a 1 day share price return of a 1.30% decline and a 30 day share price return of a 3.52% decline, contrasted with a 5 year total shareholder return of 51.90%. This indicates that short...
NYSE:CUBI
NYSE:CUBIBanks

How Leadership Transition and Rising Client Satisfaction At Customers Bancorp (CUBI) Has Changed Its Investment Story

Customers Bancorp recently appointed Sam Sidhu to its Board of Directors, effective January 1, 2026, as part of a planned leadership transition that also sees Jay Sidhu serving as Executive Chairman. The bank also reported a Net Promoter Score of 81 for 2025, an 8-point improvement that underscores unusually strong client satisfaction and service differentiation across its franchise. We will now examine how this surge in client satisfaction aligns with Customers Bancorp’s existing investment...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN) Valuation Check After Recent Share Rebound And Longer Term Return Swings

What Parsons’ Recent Performance Tells You With no single headline event driving attention today, Parsons (PSN) is on some investors’ radar because of its recent share performance and financial profile, which together sketch out a clearer picture of the business. See our latest analysis for Parsons. Over the past month, Parsons’ 20.38% share price return has come after a softer 90 day patch. When you set that against a 1 year total shareholder return of a 23.90% decline and a 3 year total...
NYSE:DQ
NYSE:DQSemiconductor

Reassessing Daqo New Energy (DQ) After Volatile Solar Sentiment And Mixed Valuation Signals

If you are wondering whether Daqo New Energy offers good value at its current share price, you are not alone. This article will walk through what the numbers are and what they might mean for you as an investor. The stock has seen a mixed return profile, with a 1.6% decline over the last 7 days, a 21.2% decline over the last 30 days, a 15.1% decline year to date, a 32.0% gain over the last year, a 46.8% decline over 3 years, and a 74.0% decline over 5 years. Recent news flow around Daqo New...
NYSE:DOV
NYSE:DOVMachinery

Is UBS’s Upgrade and Forthcoming Earnings Call Reframing the Investment Case For Dover (DOV)?

Dover recently announced that it will release its fourth-quarter 2025 earnings on January 29, 2026, followed by a same-day conference call for investors to review its latest financial and operational performance. At the same time, an upgrade from UBS highlighting Dover’s improving growth prospects and perceived undervaluation versus industrial peers has drawn fresh attention to how the company could participate in a cyclical recovery in industrial orders. Now we’ll examine how this UBS...
NYSE:INGM
NYSE:INGMElectronic

Did Expanding Foxit’s AI PDF Partnership Into Canada Just Shift Ingram Micro Holding’s (INGM) Investment Narrative?

In January 2026, Foxit and Ingram Micro announced that they had expanded their existing U.S. partnership into Canada, adding Foxit’s PDF Editor and eSign solutions to the Ingram Micro Canada line card for local resellers and their end customers. This move gives Canadian channel partners access to AI-enabled, enterprise-grade document management and security tools, potentially strengthening Ingram Micro’s role in supporting digital transformation across regulated sectors such as healthcare,...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

Scholar Rock (SRRK) Is Up 6.6% After Detailing 2026 Apitegromab Approval And Launch Strategy – What's Changed

Scholar Rock recently outlined its 2026 plans around potential U.S. and European approvals and commercial launch preparations for apitegromab in spinal muscular atrophy, alongside ongoing clinical trials and leadership changes to support a move toward commercialization. An interesting angle is how Scholar Rock is extending apitegromab into younger SMA populations and facioscapulohumeral muscular dystrophy while scaling manufacturing and organizational capacity to support a broader...
NYSE:PRU
NYSE:PRUInsurance

Prudential Financial (PRU) Is Down 5.4% After Japan CEO Exit And Softer Alt-Income Results - Has The Bull Case Changed?

Prudential Financial recently released preliminary, unaudited fourth-quarter 2025 figures highlighting PGIM assets under management of US$1.47 trillion and softer-than-anticipated alternative investment income, while its Japan life unit CEO resigned following staff misconduct issues that raised governance concerns. Together, these updates spotlight how operational performance in key segments and leadership stability in Japan may influence Prudential’s risk profile and business...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Aurora Innovation (AUR) Valuation Check After Early McLeod Integration And Growing Freight Customer Interest

Aurora Innovation (AUR) is back in focus after completing an API integration with McLeod Software’s Transportation Management System ahead of schedule. This integration lets freight customers book Aurora Driver-powered autonomous truck capacity within their existing workflows. See our latest analysis for Aurora Innovation. The McLeod integration arrives as Aurora’s 1 month share price return of 14.74% and year to date share price return of 20.67% contrast with a 1 year total shareholder...
NYSE:MAC
NYSE:MACRetail REITs

Assessing Macerich (MAC) Valuation After Triad Investment Management’s New Stake

Triad Investment Management’s new position in Macerich (MAC), totaling 206,916 shares valued around US$3.82 million, has put fresh institutional attention on this retail REIT after a period of sector volatility. See our latest analysis for Macerich. Triad’s new position comes as Macerich’s share price, last closing at US$18.74, has recorded a 90 day share price return of 8.70%. The 3 year total shareholder return of 73.05% contrasts with a 1 year total shareholder return decline of 1.67%,...
NasdaqGS:HWC
NasdaqGS:HWCBanks

A Look At Hancock Whitney (HWC) Valuation After Recent Share Price Momentum

Why Hancock Whitney Is On Investors’ Radar Today Hancock Whitney (HWC) has attracted attention recently as investors weigh its current share price of $68.34 against reported fundamentals, including annual revenue of $1,435.973 and net income of $480.355. See our latest analysis for Hancock Whitney. At a share price of $68.34, Hancock Whitney has posted a 90 day share price return of 23.65% and a 1 year total shareholder return of 19.26%, suggesting momentum has been building on both recent...
NasdaqGM:GDS
NasdaqGM:GDSIT

How Investors Are Reacting To GDS (GDS) Recycling US$385 Million Into Core China Data Centers

GDS Holdings recently announced it had entered into definitive agreements to repurchase ordinary shares from DayOne Data Centers Limited for US$385,000,000, allowing it to recycle roughly 95% of its original principal at a very large multiple of money. This transaction lets GDS unlock capital from its international venture and redirect it toward new opportunities in its core China data center operations, underlining an emphasis on focused capital recycling. Next, we’ll examine how...
NYSE:AWK
NYSE:AWKWater Utilities

A Look At American Water Works (AWK) Valuation After New Jersey Rate Request For US$1.4b Investment

American Water Works Company (AWK) is back in focus after its New Jersey subsidiary asked state regulators to approve new rates tied to more than $1.4b of planned water and wastewater investments through 2026. See our latest analysis for American Water Works Company. At a share price of $133.34, American Water Works Company has seen recent momentum pick up, with a 7 day share price return of 4.19%. The 90 day share price return of 7.28% and 5 year total shareholder return of 8.60% point to a...
NYSE:RLI
NYSE:RLIInsurance

Assessing RLI (RLI) Valuation As Nepsis Ups Its Stake And Analyst Coverage Expands

Institutional buying and fresh coverage put RLI in focus Nepsis Inc.'s latest SEC filing shows a sizeable top-up to its RLI (RLI) position, now one of the fund's largest holdings. The move arrives just as new analyst coverage and earnings expectations draw fresh attention to the insurer. See our latest analysis for RLI. At a share price of US$59.35, RLI has had a 1 month share price return of a 10.14% decline and a year to date share price return of a 5.01% decline, while the 1 year total...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

CoStar Group (CSGP) Balances Homes.com Delay With New Buyback Plan – What Is Management Signaling?

In early January 2026, CoStar Group issued 2026 guidance calling for US$3.78 billion to US$3.82 billion in revenue and US$175 million to US$215 million in net income, while also unveiling a new US$1.50 billion open-ended share repurchase program funded by its operating cash flows. At the same time, management extended the profitability horizon for its Homes.com residential segment to 2030, meaningfully lengthening the payback period on this major investment even as it scales back annual...
NYSE:WH
NYSE:WHHospitality

Is Wyndham’s South Korea Push Reframing Its Asset-Light Global Expansion Story for WH?

In recent days, Wyndham Hotels & Resorts has expanded in South Korea by opening the 529-room Wyndham Goseong Gangwon near Seoraksan National Park and signing deals for Howard Johnson by Wyndham Seoul and Wyndham Busan, scheduled to open in 2028 and 2030 respectively. This push into South Korea adds another layer to Wyndham’s international footprint, highlighting how its asset-light franchise model is being extended into faster-recovering tourism markets. We’ll now examine how this South...