NYSE:OSK
NYSE:OSKMachinery

Oshkosh Arctic LVAD Contract Supports Defense Backlog And Valuation Case

Oshkosh Defense, a unit of NYSE:OSK, has secured a new U.S. Army contract for advanced FMTV A2 LVAD vehicles. The vehicles are designed with capabilities for Arctic operations, supporting the Army’s cold weather mission requirements. The award expands Oshkosh’s role in U.S. military modernization and Arctic readiness efforts. For investors watching NYSE:OSK, this new LVAD contract adds to the company’s position in military vehicles and related defense programs. Oshkosh Defense focuses on...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Priced Right After Recent Share Price Rebound And DCF Upside Indications

If you are wondering whether Boeing's current share price lines up with its underlying value, you are not alone. Boeing's stock last closed at US$252.15, with returns of 1.8% over 7 days, 15.6% over 30 days, 10.7% year to date, 43.2% over 1 year, 19.4% over 3 years, and 29.8% over 5 years. Recent attention on Boeing has focused on its position as a major US listed aerospace manufacturer, including ongoing scrutiny of its production quality, regulatory oversight, and the reliability of its...
NYSE:SNX
NYSE:SNXElectronic

TD SYNNEX Dialpad Deal Ties AI Communications To Broader Growth Story

TD SYNNEX and Dialpad have agreed to a global distribution partnership to offer Dialpad’s AI communications solutions through TD SYNNEX’s partner network. The collaboration focuses on unified communications, contact center offerings, and Agentic AI services for customers worldwide. The agreement expands TD SYNNEX’s AI focused portfolio and is expected to be relevant for partners looking to add AI powered communication tools. For investors watching TD SYNNEX (NYSE:SNX), this partnership...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

NetScout 5G Slicing Tools Link Service Quality To Valuation Upside

NetScout Systems (NasdaqGS:NTCT) has introduced new 5G observability solutions focused on network slicing. The tools are designed to give Communications Service Providers full visibility and management of 5G Standalone network slices. The launch targets service quality, SLA assurance, and potential new premium 5G offerings for operators. NetScout, known for its network visibility and performance monitoring tools, is leaning further into 5G with this new observability offering. For service...
NYSE:CTRA
NYSE:CTRAOil and Gas

A Look At Coterra Energy’s (CTRA) Valuation As Kimmeridge Pushes For Board Shakeup And Oil-Focused Shift

Kimmeridge’s push to nominate former Pioneer Natural Resources chief Scott Sheffield to Coterra Energy (CTRA)’s board has drawn fresh attention to the stock, as investors weigh possible leadership changes and a sharper crude oil focus. See our latest analysis for Coterra Energy. The activist headlines have arrived at a time when Coterra’s 1 month share price return of 6.73% and 3 month share price return of 16.43% point to building momentum, even though the 1 year total shareholder return of...
NYSE:OFG
NYSE:OFGBanks

A Look At OFG Bancorp (OFG) Valuation After A Mixed Fourth Quarter Earnings Reaction

OFG Bancorp (OFG) just reported fourth quarter 2025 results that beat earnings per share expectations and highlighted loan and digital banking growth, yet the stock sold off as investors focused on weaker profitability metrics. See our latest analysis for OFG Bancorp. Those mixed fourth quarter headlines landed on a stock that was already under some pressure, with a 1 month share price return of 11.55% and a 7 day share price return of 10.65%. The 1 year total shareholder return of 11.61%...
NYSE:GPI
NYSE:GPISpecialty Retail

Assessing Group 1 Automotive (GPI) Valuation As Fresh Analyst Buy Ratings Highlight Earnings Potential

Recent analyst actions, including a new buy initiation from Evercore and positive earnings expectations, have brought Group 1 Automotive (GPI) into focus for investors monitoring sentiment shifts ahead of the next results. See our latest analysis for Group 1 Automotive. At a share price of US$391.91, Group 1 Automotive has seen a 90 day share price return of 7.56% decline and a 1 year total shareholder return of 12.42% decline, although the 5 year total shareholder return of 194.50% points to...
NYSE:SBH
NYSE:SBHSpecialty Retail

A Look At Sally Beauty Holdings (SBH) Valuation After Recent Share Price Softness

Sally Beauty Holdings (SBH) has drawn fresh attention after recent performance data showed a mixed return pattern, including a 4% one day decline alongside modest gains over the month and the past 3 months. See our latest analysis for Sally Beauty Holdings. At a share price of US$15.41, Sally Beauty Holdings has seen short term share price momentum soften after the recent 3.9% one day pullback. This comes even though the year to date share price return is positive and the 1 year total...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Is It Too Late To Consider Costco Wholesale (COST) After Strong Five Year Share Price Gains?

If you are wondering whether Costco Wholesale's share price still makes sense at current levels, you are not alone. Many investors are asking what they are actually paying for at this point. The stock recently closed at US$983.25, with returns of 2.0% over 7 days, 12.8% over 30 days, 15.1% year to date, 5.2% over 1 year, very large gains over 3 years and 194.9% over 5 years. Recent coverage has focused on Costco's position as a membership based retailer and its role in everyday consumer...
NYSE:DOV
NYSE:DOVMachinery

Assessing Dover (DOV) Valuation After Portfolio Refinement And Caldera RIP Licensing Shift

Dover (DOV) is back in focus after a series of portfolio moves, including pruning non-core assets and pursuing targeted acquisitions, along with Caldera’s new RIP software licensing model aimed at print businesses of different sizes. See our latest analysis for Dover. Those portfolio moves and the Caldera RIP launch come against a backdrop of firm share price momentum, with a 16.5% 90 day share price return and a 5 year total shareholder return of 89.23% suggesting long term holders have...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Assessing Aura Minerals (NasdaqGS:AUGO) Valuation After Higher Preliminary Production Results

Aura Minerals (AUGO) has attracted fresh attention after releasing preliminary operating results, highlighting fourth quarter gold equivalent production of 82,067 ounces and full year output of 280,414 ounces, both above the prior year’s figures. See our latest analysis for Aura Minerals. The latest production update comes as Aura Minerals trades at US$68.30, with a 7 day share price return of 13.42%, a 90 day share price return of 104.61%, and a very large 1 year total shareholder return,...
NYSE:AVB
NYSE:AVBResidential REITs

A Look At AvalonBay Communities (AVB) Valuation After Recent Share Price Weakness

Why AvalonBay Communities Is Back On Investors’ Radar AvalonBay Communities (AVB) has drawn fresh attention after a period of mixed share performance, with the stock showing negative returns over the past month and past 3 months, and a 1 year total return decline of 13.75%. At a recent close of US$178.77, the apartment focused real estate investment trust sits against longer term total returns of 11.96% over 3 years and 29.24% over 5 years. This gives investors a reference point for how the...
NasdaqGS:STBA
NasdaqGS:STBABanks

Earnings Beat And New Buyback Could Be A Game Changer For S&T Bancorp (STBA)

S&T Bancorp has reported fourth-quarter 2025 results with revenue and net interest income ahead of analyst expectations, solid commercial loan and deposit growth, and an increase in net loan charge-offs tied largely to resolving nonperforming assets. Alongside these results, the board approved a new US$100 million share repurchase program running to February 2027, underlining management’s focus on capital efficiency and shareholder returns while maintaining a strong balance sheet. We’ll now...
NYSE:SF
NYSE:SFCapital Markets

A Look At Stifel Financial (SF) Valuation After Recent Share Price Pullback And 1 Year Return Performance

Why Stifel Financial Is On Investors’ Radar Today Stifel Financial (SF) has drawn fresh attention after its recent share move, with the stock closing at US$128.30 and showing mixed short term performance alongside stronger figures over the past 3 months and year. See our latest analysis for Stifel Financial. That pullback in the recent 1 day and 7 day share price returns sits against a stronger backdrop, with a 90 day share price gain alongside a 1 year total shareholder return of 14.2%,...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

A Look At Adaptive Biotechnologies (ADPT) Valuation After Recent Share Price Rebound

Context for the latest move in Adaptive Biotechnologies Adaptive Biotechnologies (ADPT) has drawn investor attention after recent trading, with the stock last closing at $18.55 and posting a 1-day return of about 3% in decline. Recent performance over the past month and past 3 months has been positive. See our latest analysis for Adaptive Biotechnologies. At a share price of $18.55, Adaptive Biotechnologies has paired a 1-year total shareholder return of about 132% with a 5-year total...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

A Look At Exponent (EXPO) Valuation After Q3 Beat And Analyst Upgrades

Exponent (EXPO) is back in focus after reporting third quarter results that topped expectations on earnings and revenue, followed by an upgrade from William Blair and a higher price target from UBS. See our latest analysis for Exponent. At a share price of $74.26, Exponent has a 30 day share price return of 3.47% and a 90 day share price return of 7.14%. However, its 1 year total shareholder return is an 18.09% loss, suggesting recent momentum has picked up after a weaker longer term...
NasdaqGS:WB
NasdaqGS:WBInteractive Media and Services

Weibo (WB) Valuation Check As INMYSHOW Stake Draws Rerating Attention

Recent commentary around Weibo (WB) has focused on its substantial minority stake in INMYSHOW, which some investors see as mispriced on Weibo’s books and a possible catalyst for a future re-rating. See our latest analysis for Weibo. At a share price of US$10.77, Weibo has a 1 month share price return of 6.85% but a 3 month share price return decline of 4.86%, while the 1 year total shareholder return of 22.49% contrasts with a 5 year total shareholder return decline of 69.31%. This suggests...
NasdaqCM:VELO
NasdaqCM:VELOMachinery

Is Velo3D’s (VELO) Army 3D-Printing Pact Reframing Its Defense-Focused Investment Narrative?

Velo3D, Inc. recently entered into a Cooperative Research & Development Agreement with the U.S. Army DEVCOM Ground Vehicle Systems Center to rapidly develop and qualify additively manufactured parts and assemblies for ground combat vehicles and other military systems. This collaboration underscores Velo3D's role in addressing defense supply chain bottlenecks by using its U.S.-assembled Sapphire printers and Rapid Production Solution to produce larger, mission-critical components with...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

A Look At Northwest Bancshares (NWBI) Valuation After Recent Regional Bank Optimism

Northwest Bancshares (NWBI) caught investors’ attention after its shares moved 3.1% higher following strong earnings from peer KeyCorp, a move that reflected broader optimism toward regional banks rather than company specific news. See our latest analysis for Northwest Bancshares. At a latest share price of US$12.49, Northwest Bancshares has recorded a 4.3% year to date share price return. Its 1 year total shareholder return of 1.1% suggests only modest long term progress and relatively muted...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Assessing Grab Holdings (GRAB) Valuation After Analyst Upgrades Buyback Hopes And Infermove AI Acquisition

Grab Holdings (GRAB) is back in focus after a cluster of analyst upgrades highlighted its core mobility and deliveries businesses, relatively low competitive intensity, strong net cash position, and a potential share buyback plan. See our latest analysis for Grab Holdings. At a latest share price of $4.58, Grab’s 7 day share price return of 4.57% sits against a 30 day decline of 10.72% and a 90 day drop of 21.71%, while its 3 year total shareholder return of 23.45% contrasts with a 5 year...
NYSE:THR
NYSE:THRElectrical

Thermon Group’s Q2 Earnings Beat Could Be A Game Changer For Thermon Group Holdings (THR)

Thermon Group Holdings recently reported second-quarter 2025 results that surpassed earnings and revenue expectations, underscoring strong operational execution and business momentum. This performance has reinforced perceptions of Thermon’s competitive position in its niche industrial heating market as it heads into upcoming earnings updates. We’ll now examine how Thermon’s better‑than‑expected quarterly results influence its investment narrative and what they might signal for future...
NYSE:PD
NYSE:PDSoftware

PagerDuty Refreshes Leadership As Share Slump Puts Execution In Focus

PagerDuty appointed Scott Aronson to its Board of Directors. The company also named Chris Ferro as Chief Legal Officer. Both executives bring long running experience in enterprise technology and Silicon Valley legal work. PagerDuty, NYSE:PD, is making leadership changes as its share price sits at $11.17 and has seen a 40.8% decline over the past year and a 77.1% decline over five years. In that context, adding Scott Aronson to the board and Chris Ferro as Chief Legal Officer appears focused...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar (SATS) Valuation Check As SpaceX IPO Expectations Pull Space Sector Into Focus

EchoStar (SATS) is back in focus after traders linked its recent moves to growing interest around the potential SpaceX IPO, for which the Financial Times reported four major banks have been lined up to run the offering. See our latest analysis for EchoStar. At a latest share price of US$126.50, EchoStar has seen a sharp shift in sentiment, with a 30 day share price return of 18.28% and a 90 day gain of 70.67%, while the 1 year total shareholder return is very large and the 5 year total...
NYSE:LEU
NYSE:LEUOil and Gas

Centrus Energy’s Nuclear Buildout Tests Valuation After Oak Ridge Expansion

Centrus Energy (NYSE:LEU) plans to invest more than US$560 million in expanding its Oak Ridge, Tennessee facility. The project is expected to create nearly 430 new jobs focused on advanced centrifuge production for U.S. uranium enrichment and national security uses. This move follows a recent US$900 million federal award tied to expanding Centrus' enrichment facility in Ohio. Together, the projects point to a larger build out of U.S. nuclear fuel and enrichment capabilities. Centrus Energy,...