NYSE:GKOS
NYSE:GKOSMedical Equipment

How Glaukos’ Reaffirmed 2026 Sales Guidance and iDose TR Momentum Will Impact Glaukos (GKOS) Investors

Glaukos Corporation recently reaffirmed its 2026 net sales guidance of US$600 million to US$620 million after reporting strong preliminary, unaudited net sales for the fourth quarter and full year of 2025. The company underscored its progress commercializing iDose TR and other glaucoma therapies, supported by a cash balance of US$283 million and no debt, which reinforces its capacity to fund ongoing product expansion. We’ll now examine how Glaukos’ reaffirmed 2026 revenue guidance shapes the...
NYSE:DVN
NYSE:DVNOil and Gas

Is Devon Energy (DVN) Offering Value After Recent Share Price Weakness?

If you are wondering whether Devon Energy at around US$36.32 is offering good value right now, the key is to look past the ticker and focus on what the current price actually implies. The stock has seen a 0.6% return over the last 7 days and 3.5% over the last month, set against a year to date return of a 4.1% decline and a 1-year return of a 2.8% decline, with a longer 3-year return of a 36.0% decline and a 5-year return that is roughly 1.6x higher than five years ago. Recent coverage...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Casey's (CASY) Goodstop Push and Dividend Streak: Sign of Durable Edge or Growing Complexity?

In early January 2026, Casey's General Stores highlighted its growth plans at the ICR Conference and continued rolling out its smaller-format goodstop convenience stores in Iowa, while reporting higher quarterly net income of US$206.3 million and reaffirming its long-running record of annual dividend increases. At the same time, analysts spotlighted Casey's as a major U.S. pizza player and applauded its expanding foodservice innovation, store portfolio growth, and strengthened acquisition...
NYSE:DOV
NYSE:DOVMachinery

A Look At Dover’s (DOV) Valuation After UBS Upgrade And Cyclical Recovery Hopes

Dover (DOV) was recently upgraded by UBS, with the analyst citing macroeconomic and policy tailwinds, a potential cyclical recovery, and perceived undervaluation versus industrial peers as key factors behind the more positive view. See our latest analysis for Dover. The UBS upgrade comes after a strong run in Dover’s share price, with a 90 day share price return of 23.64% and a 30 day share price return of 4.70%. The 1 year total shareholder return of 7.04% compares with significantly higher...
NYSE:MDU
NYSE:MDUGas Utilities

Assessing MDU Resources Group (MDU) Valuation After Recent Share Price Momentum

Why MDU Resources Group (MDU) Is On Investors’ Radar Today MDU Resources Group (MDU) has caught investor attention after its recent share performance, with returns over the past month and past 3 months prompting fresh interest in this regulated utility and energy infrastructure business. See our latest analysis for MDU Resources Group. At a share price of $20.42, MDU Resources Group has seen a 4.66% 1 month share price return and a 6.52% 3 month share price return. Its 1 year total...
NYSE:V
NYSE:VDiversified Financial

Is Visa’s (V) Deluxe Tie-Up Hinting At Its Next Phase In Payments Innovation?

In recent days, Deluxe announced a collaboration with Visa to power its new dlxFastFundsSM service via Visa Direct, offering businesses near real-time access to funds for needs like inventory, payroll, and reinvestment through Visa’s payment network and the Deluxe Payments Platform. At the same time, Visa is facing pressure from U.S. policy proposals on credit card fees and rates while pushing ahead with stablecoin integrations and AI-enabled payment initiatives, highlighting how regulatory...
NYSE:FIG
NYSE:FIGSoftware

Is Figma’s (FIG) OpenAI Partnership Quietly Rewriting Its Long-Term Software Moat?

In recent months, Figma has expanded its AI-powered design workflow offerings, including a collaboration with OpenAI to launch a Figma AI App for ChatGPT and new admin tools to track AI credit usage, while investors await its upcoming 2025 earnings and additional share releases after lock-up expirations. This push into AI-enabled design, combined with expectations around enterprise AI adoption and evolving corporate IT budgets, is increasingly shaping how the market views Figma’s long-term...
NYSE:CVNA
NYSE:CVNASpecialty Retail

A Look At Carvana (CVNA) Valuation After Renewed Analyst Optimism On Growth And Profitability Potential

Renewed optimism around Carvana (CVNA) has been driven by several analysts reaffirming or increasing their positive views. They point to the company’s logistics network, reconditioning capacity, brand strength, and exposure to online used car demand. See our latest analysis for Carvana. Carvana’s latest share price of $460.88 comes after a 90 day share price return of 38.07% and a 1 year total shareholder return of 98.72%, with the 3 year total shareholder return above 7x. This signals that...
NYSE:SLB
NYSE:SLBEnergy Services

A Look At SLB (NYSE:SLB) Valuation After Evercore Upgrade And New International Contract Wins

SLB (SLB) is back in focus after an Evercore ISI upgrade related to its ChampionX acquisition, a reduced risk profile, and new international contract awards that include work in Venezuela, Saudi Arabia, and the Gulf of America. See our latest analysis for SLB. Those contract wins in Venezuela, Saudi Arabia, and the Gulf of America have arrived alongside a sharp pickup in trading momentum, with a 30-day share price return of 23.82% and a 90-day gain of 42.72%. At the same time, the 5-year...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

A Look At uniQure (QURE) Valuation After FDA Feedback On AMT-130 Delays BLA Timeline

The FDA has informed uniQure (QURE) that existing Phase I/II data for its Huntington’s disease gene therapy AMT-130 is not sufficient for a Biologics License Application, and the company now plans to hold a Type A meeting in Q1 2026. See our latest analysis for uniQure. At a share price of $21.995, uniQure has seen a 1 day share price return of 1.59% decline and a 7 day share price return of 4.99% decline, while its 90 day share price return of 62.08% decline contrasts with a 1 year total...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Valuation Check As New Cancer Care Alliance Targets Medicare Advantage Growth

Humana (HUM) shares are in focus after the company announced a new partnership with Atlas Oncology Partners to roll out a coordinated cancer care model for Medicare Advantage members. See our latest analysis for Humana. The new cancer care partnership comes as Humana’s share price shows a 9.99% 1 month share price return and a 7.36% year to date share price return. At the same time, the 3 year total shareholder return of a 40.33% decline highlights longer term pressure, suggesting recent...
NYSE:BC
NYSE:BCLeisure

Assessing Brunswick (BC) Valuation After CES 2026 Marine Tech Showcase

Brunswick (BC) is back at CES 2026 with a broad marine technology showcase, including autonomous boating, AI powered simulators, electrified water sports gear, and a new Sea Ray model focused on connected, software driven features. See our latest analysis for Brunswick. That CES showcase lands at a time when Brunswick has seen a sharp 30 day share price return of 19.91% and a 90 day share price return of 38.84%, while the 1 year total shareholder return stands at 35.04%, which may indicate...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Did Remitly Global’s Lofty P/E Multiple Just Shift Remitly Global's (RELY) Investment Narrative?

Remitly Global’s price-to-earnings ratio recently reached 147.67, far above the Financial Services sector average of 36.96, drawing attention to how the market values its earnings today. This valuation gap highlights how strongly current expectations differ from sector peers, raising questions about whether investors are emphasizing potential growth or mispricing risk. Next, we’ll examine how Remitly Global’s unusually high P/E multiple may influence its existing investment narrative and...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies (ST) Valuation After Its New EV Focused STEV Contactor Launch

Sensata Technologies Holding (ST) has put its STEV high voltage contactor series front and center, aiming at electric and plug in hybrid vehicle demand, where safety, efficiency, and scalable integration are key concerns for OEMs. See our latest analysis for Sensata Technologies Holding. The STEV launch lands at a time when Sensata Technologies Holding’s shares have been firming up, with a 90 day share price return of 12.70% and a 1 year total shareholder return of 26.62% contrasting with...
NYSE:BAC
NYSE:BACBanks

Is Bank of America (BAC) Offering Value After Recent Share Price Pullback?

If you are wondering whether Bank of America is fairly priced or if the current share price leaves some room for value, this article walks through the key signals so you can judge that for yourself. The stock last closed at US$52.59, with returns of a 6.4% decline over 7 days, a 4.1% decline over 30 days, a 6.0% decline year to date, a 15.4% gain over 1 year, 71.2% over 3 years and 86.8% over 5 years. Recent news coverage around large U.S. banks has focused on how higher rates, credit...
NYSE:AWK
NYSE:AWKWater Utilities

How Investors May Respond To American Water Works (AWK) Expanding Infrastructure Upgrades And Efficiency Technologies

In recent weeks, American Water Works Company’s subsidiaries across multiple states have highlighted past and ongoing infrastructure upgrades, advanced leak-detection technologies, and customer programs aimed at improving water efficiency, resilience, and service reliability. These initiatives, including billions of dollars of planned system investments and efforts to curb environmental impacts such as road salt contamination, underscore how operational upgrades and conservation support both...
OTCPK:DIDI.Y
OTCPK:DIDI.YTransportation

A Look At DiDi Global (OTCPK:DIDI.Y) Valuation As IPO Class Action Settlement Advances

Why DiDi Global’s legal settlement matters for shareholders A New York federal judge’s approval of notice for a proposed US$740 million settlement between DiDi Global (OTCPK:DIDI.Y) and investors moves its 2021 IPO class action toward potential resolution and eases a key legal overhang. See our latest analysis for DiDi Global. At a share price of US$5.09, DiDi’s 1 day share price return of 3.25% contrasts with a 90 day share price return decline of 18.04%, while its 1 year total shareholder...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Do New AI Partner Integrations Hint At A Deeper Platform Shift In Workday’s (WDAY) Strategy?

In early January 2026, Hirevue, Euna Solutions, Paradox, and Trintech each announced new AI-powered integrations and applications within the Workday ecosystem, spanning hiring, procurement, and finance workflows for Workday customers. Together, these moves deepen Workday’s role as an AI-centered platform for managing people, money, and agents by embedding specialized partner capabilities directly into its core system-of-record environment. Next, we’ll examine how this expanded network of AI...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

ImmunityBio (IBRX) Is Up 76.3% After Saudi ANKTIVA Oncology Approvals - Has The Bull Case Changed?

ImmunityBio recently secured accelerated approvals from the Saudi Food and Drug Authority for ANKTIVA in metastatic non-small cell lung cancer and BCG-unresponsive non-muscle invasive bladder cancer, while outlining plans for a new regional office and distribution partnership in the Kingdom of Saudi Arabia. These twin oncology approvals in a major Middle Eastern market, combined with supporting NSCLC trial data, deepen ANKTIVA’s global footprint and highlight ImmunityBio’s ambition to build...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

How T-Mobile’s New Value-Focused Premium Family Plan Will Impact T-Mobile US (TMUS) Investors

Earlier in January 2026, T-Mobile US launched its limited-time “Better Value” family plan and highlighted J.D. Power recognition for highest network quality in five of six U.S. regions, adding richer benefits like streaming bundles, satellite connectivity and expanded international data at a promotional price point. This combination of network quality leadership and a value-focused premium plan underscores T-Mobile’s effort to deepen loyalty among multi-line households and small businesses...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Is Astera Labs (ALAB) Turning Conference Spotlight Into a Durable AI Connectivity Edge?

In January 2026, Astera Labs participated in the 28th Annual Needham Growth Conference in New York and scheduled a presentation at the upcoming Morgan Stanley Technology, Media & Telecom Conference, showcasing its semiconductor-based connectivity solutions for AI and cloud infrastructure with webcasts available to investors. These appearances, alongside sector optimism following Taiwan Semiconductor’s strong results, highlight how investor outreach and broader AI chip demand are shaping...
NYSE:XYL
NYSE:XYLMachinery

Assessing Xylem (XYL) Valuation After New AI Driven Water Demand Projections And Growth Signals

Fresh research from Xylem (XYL) and Global Water Intelligence on AI driven water demand, including a projected 129% rise by 2050, has pushed the stock into focus for investors watching water reuse and digital infrastructure. See our latest analysis for Xylem. At a share price of $144.81, Xylem has logged a 1-day share price return of 3.37% and a 30-day share price return of 5.24%, while total shareholder return over the past year sits at 23.19%. This performance has coincided with growing...
NYSE:EQT
NYSE:EQTOil and Gas

Assessing EQT (EQT) Valuation After Pennsylvania Environmental Citation Becomes Focus

Recent reports that EQT (EQT) was cited by the Pennsylvania Department of Environmental Protection over an allegedly abandoned shale well in Washington County have put regulatory risk in the Appalachian Basin back on investors’ radar. See our latest analysis for EQT. The regulatory citation comes at a time when EQT’s share price, recently closing at US$49.92, has faced some pressure. A 7 day share price return of 4.37% and a 30 day share price return of 6.38% contribute to a 6.62% share price...
NYSE:HII
NYSE:HIIAerospace & Defense

Is It Too Late To Consider Huntington Ingalls Industries (HII) After A 113% One Year Surge?

For investors wondering whether Huntington Ingalls Industries is still reasonably priced after a strong run, or if they might be late to the story, this piece focuses on what the current share price could be implying about value. The stock last closed at US$418.86, with returns of 10.7% over 7 days, 28.2% over 30 days, 19.8% year to date and 113.2% over 1 year, which raises questions about how much of the potential is already reflected in the price. Recent news coverage has highlighted...