NYSE:ATR
NYSE:ATRPackaging

The Bull Case For AptarGroup (ATR) Could Change Following Nasal Vaccine And Eye Care Push - Learn Why

AptarGroup recently declared a quarterly cash dividend of US$0.48 per share, payable on February 25, 2026, to shareholders of record as of February 4, 2026, while also advancing its role in nasal vaccine and eye care delivery through collaborations with CastleVax and Bausch and Lomb. By supplying devices for an intranasal COVID-19 vaccine trial and developing its Beat the Blink eye care system, AptarGroup is deepening its presence in specialized drug delivery platforms that can be central to...
NYSE:CXT
NYSE:CXTElectronic

Should Eased U.S.-EU Tariff Pressures Reframe Crane NXT’s (CXT) Global Risk Perception?

The U.S. administration previously called off planned 10% tariffs on European allies, easing trade tensions and improving the backdrop for internationally exposed companies such as Crane NXT. This policy reversal reduced immediate trade-policy uncertainty, a factor that can be particularly important for technology suppliers integrated into global supply chains. We will now examine how the easing of U.S.-EU tariff pressures shapes Crane NXT's investment narrative and perceived risk...
NYSE:PCOR
NYSE:PCORSoftware

Did Procore’s (PCOR) Datagrid AI Deal and Insider Sale Just Reframe Its Investment Narrative?

In recent days, Procore Technologies announced the acquisition of Datagrid to strengthen its artificial intelligence capabilities for construction industry clients, while director Kevin J O’Connor sold shares under a pre-arranged 10b5-1 trading plan and Barclays upgraded the stock’s rating. Together with upcoming fourth-quarter and full-year 2025 results in February 2026, these moves highlight how Procore is leaning into AI-driven construction software at a time when investors are weighing...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

What CECO Environmental (CECO)'s Record US$135 Million Emissions Order Means For Shareholders

Earlier in 2026, CECO Environmental secured its largest-ever order, worth over US$135,000,000, to provide an emissions management solution for a Texas natural gas power plant, helping push expected 2025 bookings above US$1,000,000,000 and backlog toward US$800,000,000. This record contract highlights how CECO’s pollution-control technologies are increasingly embedded in large-scale energy infrastructure projects, reinforcing the company’s role in industrial decarbonization efforts. We’ll now...
NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs' Warehouse (CHEF) Valuation Check After Fresh 2026 Sales And Earnings Guidance

Guidance-driven move in Chefs' Warehouse stock Chefs' Warehouse (CHEF) recently issued preliminary unaudited guidance for fiscal 2026, indicating expected net sales between US$4.35 billion and US$4.45 billion and net income in the US$88.0 million to US$92.0 million range, giving investors a fresh reference point. See our latest analysis for Chefs' Warehouse. The guidance lands at a time when Chefs' Warehouse shares have a 90 day share price return of 9.53%, while the 1 year total shareholder...
NasdaqGS:UBSI
NasdaqGS:UBSIBanks

A Look At United Bankshares (UBSI) Valuation After Record 2025 Earnings And Q4 Beat

United Bankshares (UBSI) is back on investors’ radar after reporting record 2025 earnings, with fourth quarter profit and revenue ahead of Wall Street expectations and analysts responding with upgraded views on the stock. See our latest analysis for United Bankshares. United Bankshares’ recent buybacks and Q4 earnings beat come against a backdrop of steady share price momentum, with a 30-day share price return of 4.96% and a 90-day gain of 13.40%, while the 1-year total shareholder return of...
NYSE:AME
NYSE:AMEElectrical

How Investors Are Reacting To AMETEK (AME) Reshaping FARO Into CREAFORM and INSIGHT Units

AMETEK recently combined its FARO Technologies and Creaform businesses into two new units, FARO CREAFORM and FARO INSIGHT, to sharpen focus on dimensional measurement and reality capture solutions for industrial, construction, public safety, and geospatial customers. This reorganization highlights AMETEK’s push to streamline its portfolio, deepen domain specialization, and seek operational synergies across advanced measurement and imaging technologies. We’ll now examine how this portfolio...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

Could MillerKnoll’s (MLKN) New Board Voice and Fortune Nod Redefine Its Brand-Led Investment Story?

MillerKnoll, Inc. recently appointed veteran retail executive Claire Spofford to its Board of Directors and Compensation Committee, bringing more than 30 years of omnichannel and brand-building experience. The company also earned its first inclusion in Fortune’s 2026 World’s Most Admired Companies™ list, underscoring its global design and innovation reputation following the Herman Miller–Knoll merger. With this new board appointment and Fortune recognition, we’ll explore how enhanced brand...
NYSE:ELV
NYSE:ELVHealthcare

Evaluating Elevance Health (ELV) Valuation After Analyst Upgrades And Ahead Of The Next Earnings Report

Recent analyst actions on Elevance Health (ELV) and an upcoming fourth quarter 2025 earnings report on January 28 have pushed the stock into focus, as investors weigh revenue growth against rising cost pressures. See our latest analysis for Elevance Health. At a share price of $371.06, Elevance Health has had a softer 1-year total shareholder return of a 5.67% decline, even as its 30 day share price return of 6.05% and 90 day share price return of 8.34% suggest momentum has been rebuilding...
NasdaqGS:ORIC
NasdaqGS:ORICBiotechs

How Investors Are Reacting To ORIC Pharmaceuticals (ORIC) Big-Pharma Partnerships And Cancer Resistance Pipeline

In recent weeks, Oric Pharmaceuticals has drawn increased attention as investors focused on its cancer resistance therapy pipeline, including Phase 1b candidates ORIC-114 and ORIC-944, and its collaborations with Pfizer, Bayer, and Johnson & Johnson. An interesting development is how this combination of early-stage assets and partnerships with large pharmaceutical companies is reshaping perceptions of Oric’s potential role in oncology drug development. Next, we’ll examine how this growing...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

The Bull Case For Power Integrations (POWI) Could Change Following Intel’s Prolonged Chip Shortage Outlook

Earlier this week, Intel reported disappointing earnings and a weak near-term outlook, citing industry-wide semiconductor supply shortages expected to persist into 2026, which weighed on sentiment toward related chipmakers such as Power Integrations. The reaction to Intel’s update highlights how Power Integrations’ investment story can be influenced by broader sector supply constraints, even without company-specific news. We’ll now examine how concerns about prolonged semiconductor supply...
NasdaqGS:VIR
NasdaqGS:VIRBiotechs

Vir Biotechnology (VIR) Is Up 24.8% After Strong SOLSTICE Combo Data In Hepatitis Delta Trial - Has The Bull Case Changed?

In January 2026, Vir Biotechnology reported new positive data from its ongoing Phase 2 SOLSTICE trial in chronic hepatitis delta, showing that combination therapy with tobevibart and elebsiran produced higher and sustained rates of undetectable hepatitis delta virus RNA through Week 96 compared with antibody monotherapy. The results, which will be featured at the 44th Annual J.P. Morgan Healthcare Conference, strengthen the clinical rationale for Vir’s planned ECLIPSE Phase 3 registrational...
NYSE:MC
NYSE:MCCapital Markets

Assessing Moelis (MC) Valuation As Earnings Optimism Builds Ahead Of The Next Report

Why Moelis (MC) is back in focus ahead of earnings Recent commentary around Moelis (MC) has centered on its history of beating earnings estimates and a currently positive Earnings ESP, with attention building ahead of its upcoming February 4, 2026, report. See our latest analysis for Moelis. Moelis shares trade at US$73.64 after a 4.25% one day share price decline and a softer 7 day move. However, the 3 year total shareholder return of 83.20% and 5 year total shareholder return of 100.33%...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Assessing Criteo (CRTO) Valuation As Shareholders Weigh Redomiciliation To Luxembourg

Shareholder vote on redomiciliation puts Criteo stock in focus Criteo (NasdaqGS:CRTO) has called a general meeting for February 27, 2026, asking shareholders to vote on shifting its legal headquarters from France to Luxembourg, a move with potential regulatory, tax, and listing implications. See our latest analysis for Criteo. The upcoming redomiciliation vote lands at a time when Criteo's share price has been edging higher in the short term, with a 1 day share price return of 1.76% and a 7...
NYSE:DAN
NYSE:DANAuto Components

Why Dana (DAN) Is Up 12.6% After Issuing Targeted 2025 Sales Guidance And What’s Next

In January 2026, Dana Incorporated issued earnings guidance for 2025, projecting annual sales in the range of $7.30 billion to $7.70 billion. This new guidance gives investors a clearer view of Dana’s revenue expectations for the year, sharpening how its future prospects are assessed. Next, we’ll examine how Dana’s specified 2025 sales range shapes its investment narrative and what it could mean for forward expectations. The end of cancer? These 29 emerging AI stocks are developing tech that...
NYSE:CCL
NYSE:CCLHospitality

Carnival Sustainability Moves Meet Undervalued Cruise Stock Story

Carnival Corporation (NYSE:CCL) has expanded composting programs at its Isla Tropicale and Puerta Maya Cruise Center facilities. The company’s food waste reduction initiative, Less Left Over, has been shortlisted for the edie Awards. Carnival Corporation has supported community outreach programs, including water safety training in Vanuatu. Carnival Corporation, the cruise operator behind multiple global brands, is increasing its focus on sustainability and community engagement alongside its...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Lucid Ties Saudi Factory Expansion And Rockwell Deal To Scaling Risks

Lucid Group (NasdaqGS:LCID) is expanding its manufacturing operations in Saudi Arabia through a new phase of its facility development. The company is partnering with Rockwell Automation to upgrade and support production capabilities at the Saudi plant. The expansion is intended to increase production efficiency, support localization, and align with Saudi Arabia’s Vision 2030 goals. Saudi Arabia’s Public Investment Fund continues to back Lucid, reinforcing the company’s role in the country’s...
NYSE:ALV
NYSE:ALVAuto Components

Autoliv (ALV) Valuation Check As Earnings Optimism And Analyst Sentiment Gain Traction

Why recent earnings optimism around Autoliv (ALV) is drawing attention Recent analyst commentary around Autoliv (ALV) centers on its history of exceeding earnings expectations and a positive Earnings ESP, which together are shaping sentiment ahead of the upcoming quarterly report. See our latest analysis for Autoliv. Autoliv’s share price has been firming, with a 30 day share price return of 5.46% and a 90 day share price return of 9.38%. Its 1 year total shareholder return of 27.20% suggests...
NYSE:PSA
NYSE:PSASpecialized REITs

How Public Storage’s Acquisition Push and Earnings Outlook Will Impact Public Storage (PSA) Investors

Public Storage recently moved into the spotlight ahead of its fiscal fourth-quarter 2025 earnings release, as analysts anticipated a marginal uptick in funds-from-operations per share despite softer industry conditions and higher operating costs. Investor attention has also been drawn to the REIT’s portfolio expansion, including about US$1.10 billions in acquisitions and development alongside successful lease-up of newer properties, which could influence expectations for its long-term...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

A Look At Protagonist Therapeutics (PTGX) Valuation After Recent Insider Stock Sales By Top Executives

Recent insider stock sales by top executives at Protagonist Therapeutics (PTGX), including the CEO, President, CMO, and CFO, have drawn fresh attention, especially with no recent insider buying reported. See our latest analysis for Protagonist Therapeutics. Those insider sales come after a huge multi year run, with the 1 year total shareholder return at about 120% and the 3 year total shareholder return more than 5x, even though the 30 day share price return shows a 6.4% pullback and the...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Evaluating Remitly (RELY) After Strong Growth And Rising Interest In Profitability And Future Expansion

Why Remitly’s latest growth figures are getting fresh attention Recent commentary around Remitly Global (RELY) centers on its 25% year over year revenue growth and 35% send volume increase to US$19.5b, as well as growing interest in its profitability path and trading activity. See our latest analysis for Remitly Global. The latest 1-day share price return of 0.77% and 90-day share price return of 16.4% decline, against a 1-year total shareholder return of 38.44% decline and 3-year total...
NYSE:AYI
NYSE:AYIElectrical

How Acuity’s 17% Dividend Hike At Acuity (AYI) Has Changed Its Investment Story

Acuity Inc.’s Board of Directors recently approved a 17% increase in the quarterly dividend to US$0.20 per share, payable on February 13, 2026, to shareholders of record as of February 2, 2026. This higher payout underlines the company’s emphasis on returning cash to investors through regular income, complementing its industrial technology and intelligent building solutions focus. Next, we’ll examine how this dividend increase shapes Acuity’s investment narrative, particularly its appeal to...
NYSE:CNS
NYSE:CNSCapital Markets

Why Cohen & Steers (CNS) Is Down 6.4% After Mixed Q4 2025 Results And Platform Expansion

Cohen & Steers, Inc. reported past fourth-quarter 2025 results, with revenue rising to US$143.8 million while net income and earnings per share from continuing operations declined year on year. Alongside the earnings, the firm highlighted continued positive investment flows, a strong institutional pipeline, and appointed Diana Shieh to lead and scale its private real estate asset management platform. Next, we examine how these developments, particularly the expanding institutional pipeline,...
NYSE:FTI
NYSE:FTIEnergy Services

Assessing TechnipFMC (FTI) Valuation After New Buyback Plan And Major Subsea Contract Wins

TechnipFMC (FTI) is back in focus after the board approved a roughly US$2.00b share repurchase program and the company reported fresh subsea and iEPCI contract awards with bp, Eni, and Chevron. See our latest analysis for TechnipFMC. At a share price of US$54.26, TechnipFMC has seen a 21.52% 1 month share price return and a 33.91% 3 month share price return. Its 1 year total shareholder return of 73.89% and very large 5 year total shareholder return highlight momentum that recent contract...