NasdaqGS:ANDE
NasdaqGS:ANDEConsumer Retailing

Is Andersons (ANDE) Reframing Its Long-Term Story Around Renewables And Resilient Grain Cycles?

The Andersons, Inc. held its Investor Day in New York City on December 9, 2025, where senior leaders outlined the company’s strategic growth plan, financial outlook, and approach to creating long-term shareholder value, with the event webcast to a wider investment audience. A key feature of the event was management’s detailed discussion of how its renewable fuels, grain operations, and sustainability initiatives are intended to support more durable performance across economic and commodity...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Fifth Third Bancorp (FITB): Assessing Valuation After Steady Multi‑Year Shareholder Returns

Fifth Third Bancorp (FITB) has quietly outperformed many regional peers this month, with shares edging higher as investors reward its steady revenue and net income growth while still pricing in some macro uncertainty. See our latest analysis for Fifth Third Bancorp. Zooming out, Fifth Third’s roughly 7 percent year to date share price return and strong three year total shareholder return near 60 percent signal that underlying momentum is still very much intact, even if the latest move has...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Assessing Advanced Energy Industries (AEIS) Valuation After a 92% Year-to-Date Share Price Surge

Advanced Energy Industries (AEIS) has quietly delivered a strong run, with the stock up roughly 92% year to date and nearly 88% over the past year, driven by solid revenue and earnings growth. See our latest analysis for Advanced Energy Industries. At a share price of $221.27, the stock’s strong 90 day share price return of 38.71 percent and powerful three year total shareholder return of 138.12 percent signal momentum that investors are increasingly willing to pay up for. If AEIS’s run has...
NYSE:KKR
NYSE:KKRCapital Markets

KKR (KKR): Valuation Check After Major AI Security and Data Center Investments

KKR (KKR) has jumped back onto investors radar after leading a $700 million round in identity security firm Saviynt and striking a multibillion dollar data center deal with Compass Datacenters, both tightly linked to accelerating AI demand. See our latest analysis for KKR. The flurry of AI infrastructure and cybersecurity deals seems to be resonating with investors, with KKR’s 1 month share price return of 13.05 percent lifting the stock off its year to date and 1 year lows. This comes even...
NYSE:ICE
NYSE:ICECapital Markets

Has ICE’s Strong Multi Year Runway Left Much Upside at $158 a Share in 2025?

Wondering if Intercontinental Exchange at around $158 a share is still a smart buy, or if the easy money has already been made? You are not alone in asking whether the current price really reflects its long term potential. The stock has edged up 0.7% over the last week and 5.7% in the past month, building on a solid 57.6% three year gain and 50.9% over five years. Even though the one year return sits at a modest 1.0%, year to date it is up 5.8%. Behind those moves, investors have been...
NYSE:HPQ
NYSE:HPQTech

Is HP (HPQ) Quietly Undervalued? Reassessing the Tech Hardware Stock’s Recent Performance and Long‑Term Prospects

HP (HPQ) has been drifting rather than sprinting this year, but its recent share performance is still giving investors fresh data to work with, especially after a choppy stretch in tech hardware. See our latest analysis for HP. Despite the latest uptick, HP’s 90 day share price return of negative 10.44 percent and one year total shareholder return of negative 24.19 percent suggest momentum has been fading. However, the five year total shareholder return of 23.96 percent shows longer term...
NYSE:DLR
NYSE:DLRSpecialized REITs

Digital Realty (DLR): Valuation Check After Earnings Beat, Raised Guidance and AI Data Center Expansion

Digital Realty Trust (DLR) just delivered better than expected earnings and raised its full year guidance, a timely update as it pours capital into AI ready data centers and deepens partnerships such as its new Oracle Cloud connectivity in Singapore. See our latest analysis for Digital Realty Trust. Those stronger earnings and fresh Oracle initiatives come after a choppy stretch, with the share price down 8.05% year to date. Yet a 62.91% three year total shareholder return shows long term...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Is It Too Late To Consider Woodward After Its Strong Multi Year Share Price Surge?

Wondering if Woodward is still worth buying after its big run up, or if you are late to the party? This breakdown will walk you through what the current price really implies. The stock has cooled slightly over the last week, down 1.3%, but it is still up 6.0% over 30 days, 67.9% year to date and 61.1% over the last year. Gains of 208.3% over 3 years and 155.7% over 5 years have reshaped how the market sees its growth and risk profile. Investors have been reacting to a steady drumbeat of...
NYSE:DDD
NYSE:DDDMachinery

Why 3D Systems (DDD) Is Down 13.2% After Dilutive Debt-for-Equity Swap to Preserve Liquidity

3D Systems recently agreed to exchange about US$30.8 million of its 0% Convertible Senior Notes due 2026 for approximately 16.6 million shares of common stock in privately negotiated deals, leaving roughly US$3.9 million of these notes outstanding and securing amendments that ease cash balance restrictions on its 2030 secured notes. This move trades reduced near-term debt obligations and greater balance-sheet flexibility for meaningful shareholder dilution and no cash inflow, underscoring...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Why Federal Home Loan Mortgage (FMCC) Is Up 5.0% After Michael Burry’s Fannie-Freddie Bet Shift

In recent days, investor Michael Burry disclosed sizable personal stakes in Fannie Mae and Freddie Mac, arguing that a future relisting and IPO could transform the government-controlled mortgage giants into more conventional, publicly traded franchises once legal and regulatory constraints ease. His high-profile vote of confidence has sharpened focus on how Freddie Mac’s multifamily securitization engine and potential exit from conservatorship could reshape its role in US housing...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

The Bull Case For Lattice Semiconductor (LSCC) Could Change Following New US$250 Million Buyback Authorization

Earlier this month, Lattice Semiconductor Corporation announced a new share repurchase program authorizing up to US$250 million of buybacks with no set expiration date. This open-ended authorization can influence capital allocation, potentially affecting earnings per share and the balance between growth investment and shareholder returns. Next, we'll examine how this open-ended US$250 million buyback authorization may reshape Lattice Semiconductor's investment narrative and risk-reward...
NYSE:ABG
NYSE:ABGSpecialty Retail

Assessing Asbury Automotive Group’s Valuation as Long-Planned CEO Succession to Daniel Clara Takes Shape

Asbury Automotive Group (ABG) just put its long running succession plan into motion, confirming that veteran CEO David Hult will shift to Executive Chairman while COO Dan Clara takes over as President and CEO after the 2026 meeting. See our latest analysis for Asbury Automotive Group. The leadership handover lands at a time when Asbury’s share price has been treading water near $237.78, with a modest 1 month share price return but a much stronger 3 year total shareholder return. This suggests...
NYSE:INGR
NYSE:INGRFood

Has Ingredion’s 2024 Share Price Slide Created a Long Term Opportunity?

If you have been wondering whether Ingredion at around $106 a share is a bargain or a value trap, you are not alone. This article is designed to walk you through that question step by step. The stock is down 2.4% over the last week and 1.1% over the last month. More notably, it has slid 22.1% year to date and 24.6% over the past year, even though the 3 year and 5 year returns are still up 15.1% and 52.6% respectively. Recently, investors have been digesting a mix of macro headlines around...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Assessing Credo Technology Group (CRDO) After Blowout AI-Driven Quarter and Strong Revenue Guidance

Credo Technology Group Holding (CRDO) just followed up a blowout quarter with upbeat revenue guidance, signaling that demand from AI hungry hyperscale data centers is not slowing down and investors are paying attention. See our latest analysis for Credo Technology Group Holding. The upbeat guidance lands after a string of catalysts, including blockbuster Q2 results, a fresh licensing deal for its AEC patents, and an upcoming appearance at a major tech conference in San Francisco. Despite a...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Is It Too Late To Consider Casey's After Its 229% Five Year Share Price Surge?

If you are wondering whether Casey's General Stores is still worth considering after such a large run up, or if most of the potential upside is already reflected in the price, this breakdown is designed to help you make sense of what the market is really implying. The stock has climbed 1.4% over the last week, 5.8% over the past month, and 42.7% year to date, with longer term returns of 32.2% over 1 year, 134.1% over 3 years, and 228.3% over 5 years, putting it firmly in market darling...
NYSE:ASA
NYSE:ASACapital Markets

Should Saba Capital’s Larger Stake in ASA (ASA) Require Action From Existing Shareholders?

Saba Capital Management, a major shareholder in ASA Gold & Precious Metals, recently expanded its position by purchasing multiple share blocks worth about US$1.64 million, lifting its direct ownership to more than 5.3 million shares. These incremental purchases by an influential investor with over ten percent ownership can shape market perception of ASA Gold & Precious Metals’ prospects and governance direction. We’ll now examine how Saba Capital’s increased ownership stake influences ASA...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Pharmaceuticals (VRTX): Assessing Valuation After a Strong Multi‑Quarter Run and Recent Pullback

Vertex Pharmaceuticals (VRTX) has quietly outperformed the broader biotech space over the past year, despite a recent pullback. That mix of near term weakness and longer term strength is drawing fresh investor attention. See our latest analysis for Vertex Pharmaceuticals. The latest dip comes after a strong multi quarter run, with a 30 day share price return of 3.75% and a three year total shareholder return of 40.03%. This suggests longer term momentum is still intact even as sentiment cools...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks (EXTR): Valuation Check as Platform ONE Pivot Boosts Recurring and Deferred Revenue

Extreme Networks (EXTR) is getting fresh attention as investors digest its pivot from legacy hardware sales to a Platform ONE centered subscription model, reshaping how the company earns, smooths, and forecasts revenue. See our latest analysis for Extreme Networks. The latest pivot news lands after a choppy stretch, with the share price at $18.06 and a roughly 21% 3 month share price decline. This contrasts with a still impressive 5 year total shareholder return above 170%, suggesting longer...
NYSE:FTI
NYSE:FTIEnergy Services

Assessing TechnipFMC (NYSE:FTI) Valuation After a Strong Multi‑Year Share Price Run

TechnipFMC (FTI) has quietly built an impressive track record, with the stock up about 55% this year and roughly 3 times over the past 3 years, driven by steady revenue and earnings growth. See our latest analysis for TechnipFMC. The recent 1 month share price return of 4.85% and 3 month share price return of 13.8% suggest momentum is still building. At the same time, the 3 year total shareholder return above 300% highlights how consistently the story has been rewarded over time. If...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

Assessing Aveanna Healthcare (AVAH) Valuation After Bullish Analyst Coverage and Strong Quarterly Results

William Blair’s upbeat coverage initiation on Aveanna Healthcare Holdings (AVAH), coming on the heels of strong quarterly results and favorable regulatory trends, has sharpened investor attention just as management heads into the Bank of America Home Care Conference. See our latest analysis for Aveanna Healthcare Holdings. Those strong quarterly numbers and upbeat coverage have come after a powerful run, with the share price up more than 100% year to date and the three year total shareholder...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Harmony Biosciences (HRMY): Valuation Check After Encouraging Phase 3 EPX-100 Data in Dravet Syndrome

Harmony Biosciences Holdings (HRMY) just shared encouraging initial data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing around 50% median seizure reduction and a clean safety profile in long term use. See our latest analysis for Harmony Biosciences Holdings. The upbeat EPX-100 readout seems to be feeding into a clear turn in sentiment, with the latest $38.82 share price sitting on the back of an 11.46% year to date share price return and a 20.22% one year total...