NasdaqGS:FFBC
NasdaqGS:FFBCBanks

Assessing First Financial Bancorp’s Valuation After Recent Share Price Gains and Strategic Expansion

Recent Performance Puts First Financial Bancorp in Focus First Financial Bancorp (FFBC) has quietly outpaced many regional peers, with the stock up about 4% over the past week, 12% over the past month, and 6% in the past 3 months. See our latest analysis for First Financial Bancorp. That short term strength sits against a more muted backdrop, with the share price now at $26.98, a modest year to date share price return but a solid multi year total shareholder return suggesting momentum may be...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Is It Too Late To Consider Broadcom After AI Surge And VMware Acquisition?

If you are wondering whether Broadcom is still a smart buy after its huge multi year run, or if you might be late to the party, this breakdown is for you. The stock has had a choppy stretch, falling 16.4% over the last week and slipping 0.8% over the past month, but it is still up 46.5% year to date and 770.5% over five years, which keeps it firmly on growth focused investors' radar. Much of this momentum has been driven by Broadcom's central role in AI infrastructure and high performance...
NYSE:ADM
NYSE:ADMFood

Does ADM’s 20% 2025 Rally Still Leave Room for Long Term Upside?

If you have been wondering whether Archer-Daniels-Midland is still a value play or if the market has already priced in the upside, you are not alone. This stock sits at the crossroads of defensive staple and cyclical opportunity. After a choppy few years, the share price has quietly put together a solid run, up 3.9% over the last week, 2.7% over the past month, and roughly 20% year to date, while still sitting well below its levels from three years ago. Recent headlines around global grain...
NYSE:TTI
NYSE:TTIEnergy Services

The Bull Case For TETRA Technologies (TTI) Could Change Following Evergreen Magnesium JV Plan With Magrathea

Earlier this month, TETRA Technologies, Inc. announced a term sheet to form a joint venture with Magrathea Metals, Inc. to integrate clean magnesium production into its Evergreen bromine and critical minerals project in Southwest Arkansas, targeting domestic supply for defense and industrial uses. This planned collaboration not only broadens TETRA’s exposure to critical minerals like magnesium, lithium, and bromine, but also links the Evergreen Project directly to U.S. supply-chain and...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Valuation Check as Freenow Deal Closes and New Healthcare App Expands Growth Story

Lyft (LYFT) just gave investors two concrete reasons to revisit the stock, closing its Freenow acquisition to push beyond North America while rolling out a healthcare focused Smart on FHIR app with VectorCare. See our latest analysis for Lyft. Despite those strategic wins, Lyft’s recent share price performance has cooled. The 1 month share price return is minus 17.37 percent and the 3 month share price return is minus 16.29 percent. At the same time, its 1 year total shareholder return of...
NYSE:DLB
NYSE:DLBSoftware

Does Dolby Present a Long Term Opportunity After Its Recent Share Price Decline?

Wondering if Dolby Laboratories at around $66.62 is quietly turning into a value opportunity, or just a classic value trap in the making? The stock is down 14.4% year to date and 12.9% over the last year, even though it has inched up about 1.6% over the past month. This combination often signals shifting market expectations rather than a simple growth story. Recently, investors have been refocusing on Dolby's role as the audio and imaging standard across cinemas, streaming platforms, and...
NYSE:QBTS
NYSE:QBTSSoftware

Is D-Wave Quantum’s (QBTS) New U.S. Government Unit a Turning Point for Commercialization?

D-Wave Quantum recently created a dedicated U.S. government business unit, led by veteran federal contractor Jack Sears Jr., to expand adoption of its quantum computing products and services across defense and civilian agencies. The move signals an effort to turn growing government interest in quantum technologies, especially for logistics and transportation optimization, into concrete, long-term commercial programs tailored to strict federal requirements. We’ll now explore how this new U.S...
NYSE:ANET
NYSE:ANETCommunications

Did Arista’s New Campus AI and Industrial Edge Push Just Shift Arista Networks' (ANET) Investment Narrative?

Earlier this month, Arista Networks unveiled major enhancements to its Cognitive Campus portfolio, including the new VESPA mobility architecture, expanded AVA agentic AI capabilities, and ruggedized EOS-based switches for harsh outdoor and industrial environments, all expected to reach general availability by the first quarter of 2026. By applying large-scale data center networking principles to campus and industrial edge settings, Arista is aiming to support Wi‑Fi roaming domains with over...
NYSE:NKE
NYSE:NKELuxury

Nike (NKE): Reassessing Valuation After a Recent Share Price Rebound

NIKE (NKE) shares have quietly rebounded over the past week, adding about 7% even as the stock remains down roughly 10% over the past year, setting up an interesting reset. See our latest analysis for NIKE. That recent 7 day share price return sits against a tougher backdrop, with the 1 year total shareholder return still in negative territory. As a result, this bounce looks more like early stabilisation than a full momentum shift. If NIKE’s move has you rethinking where growth could come...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Assessing Fifth Third After Its Strong 2025 Rally and Solid Profitability Metrics

If you are wondering whether Fifth Third Bancorp is still good value after its recent run up, or if you have missed the boat, you are in the right place to unpack what the current share price really implies. The stock has climbed 5.9% over the last week, 12.4% over the past month, and is now up 13.4% year to date, adding to an impressive 114.1% gain over five years that has clearly reshaped investor expectations. Recent attention on regional banks, tighter capital and liquidity standards,...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

Will MarketAxess’ Expanded Buyback and Growth Targets Reshape MarketAxess Holdings' (MKTX) Narrative?

In early December 2025, MarketAxess Holdings Inc. announced that its Board of Directors had authorized a new share repurchase program of up to US$400 million, expanding total buyback capacity to US$505 million alongside fresh medium-term revenue growth targets for 2026–2028. Together with modest insider selling activity, the enlarged repurchase authorization and new growth outlook are being read as a clear signal of management’s confidence in MarketAxess’s long-term business model and...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS): Reassessing Valuation After Citigroup’s Rating Update and iDose TR Commercial Launch

Glaukos (GKOS) is back in focus after Citigroup maintained its Buy rating and boosted expectations, just as the company kicks off commercialization of its iDose TR glaucoma implant, a product many investors see as a key growth engine. See our latest analysis for Glaukos. The stock has bounced hard recently, with a 30 day share price return of 24.10 percent and 90 day share price return of 35.68 percent. However, the year to date share price return remains negative, while the 3 year total...
NYSE:SPH
NYSE:SPHGas Utilities

Assessing Suburban Propane Partners After Strong Multi Year Gains and DCF Upside in 2025

If you are wondering whether Suburban Propane Partners still offers good value after its long run, or if the easy money has already been made, this breakdown will help you assess whether the current price makes sense for a long term investor. The unit price has eased slightly in the short term, down around 0.6% over the last week and 2.5% over the last month. It is still up 7.2% year to date, 14.0% over the last year, and 54.5% and 85.7% over the past 3 and 5 years respectively. That kind of...
NYSE:EXPD
NYSE:EXPDLogistics

Is It Too Late to Consider Expeditors After Its Strong 2025 Share Price Surge?

If you are wondering whether Expeditors International of Washington is still worth buying after a strong run, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. The stock has climbed 2.4% over the last week, 9.5% over the past month, and is up 37.8% year to date. It has gained 30.3% over the last year, 45.5% over three years, and 70.1% over five years, so the market clearly likes the story so far. Recent investor attention has...
NYSE:MGM
NYSE:MGMHospitality

Assessing MGM Resorts (MGM) Valuation After Fresh Insider Buying Boosts Confidence in Digital Growth Potential

Fresh insider buying at MGM Resorts International (MGM), led by major holder IAC snapping up roughly 1.1 million shares, has put the spotlight back on the casino giant's digital and sports betting ambitions. See our latest analysis for MGM Resorts International. The fresh insider buying comes on the back of a solid run, with MGM’s share price delivering a low double digit year to date return and a mid single digit total shareholder return over the past year. This suggests momentum is quietly...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global-E Online (GLBE): Revisiting Valuation After Brokerage Reaffirms Bullish Cross-Border Growth Outlook

A major brokerage just reiterated its upbeat view on Global-E Online (GLBE), highlighting the company’s leading role in cross border e commerce, its solid balance sheet, and its long runway for growth. See our latest analysis for Global-E Online. Even with this upbeat call, Global-E Online’s share price has been volatile. A 1 month share price return of 8.45% and a 3 year total shareholder return of 90.41% point to long term momentum despite a weak year to date patch. If you like the growth...