NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology (MCHP) Is Up 6.7% After Raising Q3 FY26 Outlook And Launching New AI‑Focused Chips

Earlier this month, Microchip Technology raised its third-quarter fiscal 2026 guidance to the high end of prior ranges, now expecting roughly 1% sequential net sales growth and projecting GAAP earnings per share of about US$0.02, while also announcing new ultra‑low‑power PAC1711 and PAC1811 digital power monitors aimed at computing, networking, AI/ML and e‑mobility systems. This combination of stronger‑than‑expected near‑term guidance and new energy‑efficient power monitoring products...
NYSE:REZI
NYSE:REZIBuilding

Does Resideo’s Honeywell Home X8S Video Thermostat Launch Change The Bull Case For REZI?

Earlier this month, Resideo Technologies introduced the Honeywell Home X8S smart thermostat, featuring a large touchscreen, live video streaming from compatible doorbells, and an energy-efficiency focus for homeowners in the U.S. and Canada. The launch underscores how Resideo is leaning on Honeywell Home’s brand trust, survey-backed energy savings data, and pro-installer ecosystem to differentiate its newest smart thermostat offering. Next, we’ll examine how this feature-rich X8S launch,...
NYSE:LLY
NYSE:LLYPharmaceuticals

How Investors May Respond To Eli Lilly (LLY) Doubling Down On Manufacturing And Oncology Beyond Obesity

Eli Lilly and Company recently announced plans to invest more than US$6.00 billion in a new Huntsville, Alabama manufacturing site to produce small-molecule and peptide medicines, including the oral GLP-1 orforglipron, alongside releasing Phase 3 data showing its BTK inhibitor Jaypirca cut the risk of CLL/SLL disease progression or death substantially versus chemoimmunotherapy. Together, the large-scale U.S. manufacturing build-out and strong late-stage oncology results highlight how Lilly...
NYSE:FSS
NYSE:FSSMachinery

Federal Signal (FSS): Valuation Check After Strong Q3 Beat, Margin Expansion and Raised EPS Guidance

Federal Signal (FSS) just posted a third quarter that checked several key boxes for investors, with revenue up 17% year on year, a margin lift, and full year EPS guidance pushed above Wall Street expectations. See our latest analysis for Federal Signal. The strong quarter has helped steady sentiment after a softer patch, with the share price now at $110.44 and a solid year to date share price return of 19.72 percent sitting alongside an impressive five year total shareholder return of 241.21...
NasdaqCM:ESOA
NasdaqCM:ESOAEnergy Services

Energy Services of America (ESOA) Margin Collapse Challenges Bullish Growth and Valuation Narratives

Energy Services of America (ESOA) just posted its FY 2025 third quarter numbers, with revenue of about $103.6 million and EPS of roughly $0.13, while trailing twelve month revenue sits near $385.6 million and EPS at about $0.17. The company has seen revenue move from roughly $85.9 million and EPS of about $1.06 in the third quarter of FY 2024 to $103.6 million and $0.13 respectively in the latest quarter, setting up a picture where the headline growth story now runs alongside much thinner...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Ross Stores (ROST) Q3 2026: Margin Slippage Tests Bullish Profitability Narrative

Ross Stores (ROST) has just posted Q3 2026 results with revenue of about $5.6 billion, basic EPS of $1.59 and net income of roughly $512 million, setting the stage for another closely watched update from the off price chain. The company has seen quarterly revenue move from around $5.1 billion in Q3 2025 to $5.6 billion in Q3 2026, while basic EPS stepped up from $1.49 to $1.59 over the same period, giving investors a clearer view of how sales scale is feeding into per share profitability...
NYSE:ORCL
NYSE:ORCLSoftware

Is Oracle’s 2025 AI Cloud Surge Already Reflected in the Share Price?

If you are wondering whether Oracle is still a smart buy after its huge run, or if you would be overpaying at today’s price, this article walks through what the numbers actually say about its value. Oracle has climbed 34.6% year to date and 183.5% over three years, but that strength comes with some recent volatility, including a 7.6% gain over the last week after a 7.2% slide across the past month. Those swings sit against a backdrop of ongoing enthusiasm around Oracle’s role in cloud...
NYSE:SCCO
NYSE:SCCOMetals and Mining

Southern Copper (SCCO): Valuation Check as Short Interest Jumps Despite Strong Buy Rating

Southern Copper (SCCO) just saw its short interest jump, with nearly 10% of its float now sold short, even as earnings expectations and a Strong Buy rating point in the opposite direction. See our latest analysis for Southern Copper. That tension is playing out against a powerful run in the shares, with the latest share price at $144.02 and a strong upward trend, including a standout 90 day share price return of 38.26 percent and multi year total shareholder returns that signal that momentum...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy (UEC) Losses Deepen, Testing Bullish Growth Narrative Ahead of Q1 2026 Results

Uranium Energy (UEC) opened Q1 2026 with trailing twelve month revenue of about $66.8 million and a basic EPS of roughly -$0.21, underscoring that the company is still firmly in loss-making territory. Over the past few reported quarters, revenue has swung from $0 to $49.8 million while quarterly EPS has ranged from about -$0.02 to -$0.07, painting a picture of a business that can generate sales but has yet to convert that into consistent profitability or stable margins. See our full analysis...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Materion (MTRN) Valuation After Harvey Partners’ New Stake and Q3 Margin Expansion

Harvey Partners just disclosed a fresh position in Materion (MTRN), scooping up 318,000 shares for about $38.4 million, after a third quarter that featured margin gains across electronic materials and precision optics. See our latest analysis for Materion. That institutional vote of confidence lands as Materion’s share price trades around $127.4, with a robust year to date share price return of roughly 34% and a five year total shareholder return of about 120%. This suggests positive momentum...
NasdaqGM:LAKE
NasdaqGM:LAKELuxury

Lakeland Industries (LAKE) Q3: Return to EPS Profit Tests Ongoing Loss-Making Narrative

Lakeland Industries (LAKE) has just posted its latest quarterly scorecard, with Q2 2026 revenue of about $52.5 million and EPS of roughly $0.08 as net income came in at $0.8 million. The company has seen revenue move from around $36.3 million in Q1 2025 to $52.5 million in Q2 2026, while EPS has swung between positive and negative over that stretch, underscoring how choppy profitability has been even as the top line has scaled higher. This leaves investors focused squarely on the staying...
NYSE:SXI
NYSE:SXIMachinery

Evaluating Standex International (SXI) After Analyst Upgrade and Earnings Beat

Analyst Upgrade and Earnings Beat Put Standex International (SXI) in Focus Standex International (SXI) just caught investors attention after a key rating upgrade from hold to buy, following earnings that topped expectations and solid year over year revenue growth. See our latest analysis for Standex International. That upbeat earnings surprise and the fresh upgrade seem to be reinforcing an already strong trend, with a roughly 30 percent year to date share price return and a powerful three...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

How PJM’s 765-kV Transmission Pick Could Reshape Exelon’s (EXC) Grid Role and Investor Outlook

In December 2025, PJM Interconnection recommended Exelon, alongside NextEra Energy Transmission, to develop an approximately 220-mile, 765-kV high-voltage transmission line across Pennsylvania and parts of West Virginia, designed to move about 7 gigawatts of power with roughly half the transmission losses of current 500-kV lines. This project aligns Exelon with a major regional grid upgrade that could reinforce its role in supporting Pennsylvania’s multibillion-dollar power investment plans...
NYSE:NUE
NYSE:NUEMetals and Mining

Nucor (NUE) Valuation Check as Leadership Shifts with New President and COO Appointment

Nucor (NUE) just shook up its leadership team, promoting long time CFO Stephen Laxton to president and COO as current COO David Sumoski prepares to retire, and investors are already weighing what this means for the stock. See our latest analysis for Nucor. The leadership shuffle lands at a strong moment for Nucor, with the share price around $164.33 and a 30 day share price return of 15.19%, adding to an impressive 5 year total shareholder return of 216.13%. This suggests momentum is building...
NYSE:TRGP
NYSE:TRGPOil and Gas

Does Stronger Q3 Commodity Sales And Fees Change The Bull Case For Targa Resources (TRGP)?

In early November, Targa Resources reported past Q3 results showing growth in commodity sales and higher midstream service fees, even though earnings did not fully align with analyst expectations. This combination of revenue drivers, alongside analysts maintaining a Strong Buy consensus and projecting higher long-term earnings, has sharpened attention on Targa’s midstream fee resilience and growth potential. We’ll now examine how this stronger Q3 performance in commodity sales and midstream...
NYSE:CLH
NYSE:CLHCommercial Services

Should $110 Million PFAS Filtration Expansion at Pearl Harbor Shift Clean Harbors' (CLH) Investment Narrative?

In December 2025, Clean Harbors, Inc. announced that it had secured US$110 million in contracts over three years to expand its PFAS water filtration work at Joint Base Pearl Harbor-Hickam, where it will now filter about 4.2 million gallons of water per day using regenerative carbon filtration and resin units. This contract win highlights Clean Harbors’ role as a key PFAS mitigation partner to the U.S. military and logistics supplier V2X, reinforcing its position in specialized environmental...
NYSE:DHR
NYSE:DHRLife Sciences

Does Dividend Steadiness And Analyst Optimism Reframe Danaher’s Life Sciences Thesis (DHR)?

Danaher Corporation recently declared a regular quarterly cash dividend of US$0.32 per share, payable on January 30, 2026, to shareholders of record as of December 26, 2025. Alongside this dividend affirmation, fresh positive analyst coverage of Danaher’s role in life sciences tools and bioprocessing has reinforced confidence in its long-term health technology positioning. Now, we’ll explore how renewed analyst optimism around Danaher’s life sciences tools and bioprocessing exposure shapes...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Is United Airlines (UAL) Still Undervalued After Its Recent Share Price Climb?

United Airlines Holdings (UAL) has been quietly grinding higher, with the stock up about 13% this year and roughly 12% over the past month, helped by steady revenue and earnings growth. See our latest analysis for United Airlines Holdings. The latest move to a 107.74 dollar share price caps a solid run, with a strong year to date share price return and a standout three year total shareholder return of 168.68 percent. This suggests momentum is still broadly intact as investors warm to its...
NYSE:EXR
NYSE:EXRSpecialized REITs

Did EXR’s New US$600 Million Storage Platform Just Reframe Extra Space Storage’s Investment Narrative?

In recent months, Extra Space Storage reported stronger-than-expected core FFO but softer revenue and lower net income, while also revising its 2025 outlook with narrower guidance for same-store revenue and NOI growth. At the same time, the company joined forces with Blue Vista Capital Management and UBS's Unified Global Alternatives to launch a US$600 million self-storage investment platform, aligning with early signs that sector rents and occupancy are beginning to firm up. We’ll now...
OTCPK:LICT
OTCPK:LICTTelecom

LICT (LICT) Margin Expansion Reinforces Bullish Narratives Heading Into Q3 2025 Earnings

LICT (LICT) has put another busy quarter on the board, with Q2 2025 revenue of about $34.4 million and net income of $3.2 million translating into basic EPS of roughly $197.6, setting the tone ahead of its Q3 2025 update. The company has seen revenue hover in a tight band from about $33.7 million in Q3 2024 to $34.4 million in Q2 2025, while basic EPS has swung from roughly $227.6 to $197.6 over the same stretch, setting up a results season where investors will be watching how much of the...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM): Reassessing Valuation After Outlook Cut and Growing Pharmacy Partnership Hopes

Humana trims outlook as Medicare pressures persist, eyes pharmacy growth Humana (HUM) recently cut its full year earnings outlook as Medicare Advantage pressures continue, even as investors focus on potential upside from a possible Mark Cuban pharmacy partnership and ongoing expansion at its CenterWell pharmacy division. See our latest analysis for Humana. The stock tells a mixed story, with a solid 1 month share price return of 7.65 percent, but a weaker 1 year total shareholder return of...
NYSE:RRX
NYSE:RRXElectrical

Is Regal Rexnord's (RRX) Robotics Pivot Recasting Its Core Automation Investment Story?

In 2024, Regal Rexnord completed its transformation into a higher-margin automation and powertrain platform, building on the acquisition of Altra Industrial Motion and restructuring efforts to serve industrial, HVAC, aerospace, and automation markets. An interesting aspect of this shift is the company’s push into humanoid robotics and advanced air mobility, underpinned by partnerships with Honeywell and ABB Robotics that could broaden its role in next‑generation automation ecosystems. Now...
NYSE:SLG
NYSE:SLGOffice REITs

How Manhattan Leasing Surge and 800 Third Avenue Buyout Could Impact SL Green Realty (SLG) Investors

Earlier in December 2025, SL Green Realty Corp. announced that it had signed Manhattan office leases totaling 2.3 million square feet year-to-date, with a further 1.2 million square feet in the pipeline, and completed the buyout of its partners’ 39.48% stake in 800 Third Avenue while extending that property’s mortgage to 2031 on favorable terms. These updates highlight how concentrated leasing in prime Midtown towers and full ownership of 800 Third Avenue could strengthen SL Green’s core...
NYSE:CIEN
NYSE:CIENCommunications

Ciena (CIEN) Is Up 14.7% After New AI Backbone Wins and 1 Tbps India Trial Success

In early December 2025, Constl announced it had deployed Ciena’s WaveLogic 6 Extreme solution in India after a live 1 Tbps trial over the 1,450 km Mumbai–Chennai route, doubling wavelength capacity while lowering cost per bit and power use, alongside Ciena’s role in a major North American AI network deal and a quantum-secured metro fiber trial in the US. Together, these developments underscore how Ciena’s high-capacity, power-efficient optics and quantum-ready transport are increasingly...