NYSE:UCB
NYSE:UCBBanks

US$100 Million Buyback And New Shelf Registration Might Change The Case For Investing In UCB

On December 8, 2025, United Community Banks, Inc. announced that its Board of Directors had approved a new share repurchase program authorizing up to US$100,000,000 of common stock buybacks through December 31, 2026, following the expiration of its current plan. The announcement closely followed a broad shelf registration filed on December 1, 2025, giving the bank flexibility to issue various securities while simultaneously signaling confidence in its equity value through the fresh buyback...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Is ASML Still Attractive After a 144.9% Five Year Surge and Premium Valuation?

If you have been wondering whether ASML Holding at around $1,111 a share is still worth buying after its huge run, you are not alone. That is exactly what we are going to unpack here. The stock is down about 2.6% over the last week, but it is still up 7.0% over the past month and 58.7% year to date, with a 56.8% gain over 1 year, 84.7% over 3 years, and 144.9% over 5 years. Those gains have followed long term enthusiasm around ASML’s position in advanced lithography equipment and its role in...
NYSE:AWI
NYSE:AWIBuilding

Armstrong World Industries (AWI): Assessing Valuation After a Recent Pullback in the Share Price

Armstrong World Industries (AWI) has quietly pulled back over the past month, with shares down roughly 4% and about 7% over the past 3 months, even as year to date gains remain strong. See our latest analysis for Armstrong World Industries. Even with the recent dip, Armstrong World Industries’ share price is still up strongly for the year, and its multi year total shareholder return suggests the latest pullback looks more like cooling momentum than a broken trend. If AWI’s run has you...
NYSE:LTH
NYSE:LTHHospitality

Life Time (LTH): Evaluating Valuation After Announcing New Gowanus Wharf Athletic Country Club Expansion

Life Time Group Holdings (LTH) is back in the spotlight after unveiling plans for a sprawling athletic country club at Brooklyn’s Gowanus Wharf, a move that neatly reinforces its mixed use, wellness centric growth strategy. See our latest analysis for Life Time Group Holdings. Investors seem to be weighing this kind of flagship expansion against broader market risks, with a 13.89% year to date share price return but a softer 9.63% total shareholder return over the past year. This suggests...
NYSE:DOW
NYSE:DOWChemicals

Assessing Dow (DOW) Valuation After a Sharp Year-to-Date Share Price Decline

Dow (DOW) shares edged higher today as investors revisited the chemicals giant’s mixed track record, characterized by modest revenue growth alongside a sharp rebound in annual net income, shaping expectations for where the stock could go next. See our latest analysis for Dow. The latest 1 month share price return of 3.7% has been overshadowed by a steep year to date share price decline of about 41.6%, signalling that any recent momentum is still battling a longer stretch of weak total...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

How Investors May Respond To BridgeBio Pharma (BBIO) Strong Attruby Sales, Wider Losses, And CEO Stock Sale

BridgeBio Pharma recently reported a mixed third-quarter 2025 update, with revenue beating expectations on strong U.S. demand for its genetic disease drug Attruby while losses came in wider than anticipated, alongside CEO Neil Kumar selling US$5.9 million of stock under a pre-arranged Rule 10b5-1 plan. Despite the heavier loss and insider share sale, analysts largely reiterated positive views on BridgeBio, emphasizing Attruby’s momentum and the company’s late-stage rare disease pipeline as...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Does Caesars (CZR) Turning Reward Credits Into Online Bonus Spins Reveal Its True Omnichannel Ambition?

Earlier in December, Caesars Entertainment launched the Caesars Rewards Shop inside its Caesars Palace Online Casino app, allowing Caesars Rewards members in New Jersey, Michigan, Pennsylvania and West Virginia to redeem Reward Credits for Bonus Spins on eligible slot games alongside existing options like Casino Bonus Cash. This move further connects Caesars’ physical and digital ecosystems, giving loyalty members more ways to use a single rewards currency across hotel, dining, entertainment...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Is Paramount Skydance (PSKY) Still Undervalued After Its 2024 Share Price Rebound?

Paramount Skydance (PSKY) has quietly become one of 2024’s more interesting media rebound stories, with the stock up roughly 38% year to date despite pressure on traditional TV and streaming economics. See our latest analysis for Paramount Skydance. That year to date share price return of about 38% at a latest share price of $14.64 has come even as the 3 month share price return of roughly negative 16% shows some of the initial rebound enthusiasm cooling. At the same time, the 1 year total...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Is Strategy’s Bitcoin Buying And New USD Buffer Altering The Investment Case For MSTR?

In early December 2025, Strategy Inc. bought 10,624 bitcoin for about US$962.7 million and created a US$1.44 billion cash reserve funded largely through equity and preferred share sales, reinforcing its Bitcoin-first balance sheet approach. By pairing continued bitcoin accumulation with a sizable U.S. dollar buffer for dividends and interest, Strategy is trying to sustain its high-conviction crypto treasury model while addressing investor worries about liquidity and forced asset sales. Next,...
NYSE:RACE
NYSE:RACEAuto

Is Ferrari’s Pullback a Long Term Opportunity After Expanding Its Ultra Luxury Lineup?

If you have ever wondered whether Ferrari stock is a luxury brand trading at a luxury price or a genuine long term opportunity, you are in the right place. Despite being down 4.7% over the last week, 8.8% over the last month, and 9.9% year to date, Ferrari is still up 70.3% over three years and 74.6% over five years, which makes its recent pullback especially interesting for valuation focused investors. Recent headlines have centered on Ferrari expanding its ultra high end model lineup and...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Assessing Avis Budget Group (CAR) After Maple Rock’s Exit Despite Improving Operational Performance

Maple Rock Capital Partners has completely exited Avis Budget Group (CAR), unloading its 415,584 shares in the third quarter, even as the rental car operator reported better fleet costs and improved adjusted EBITDA across key regions. See our latest analysis for Avis Budget Group. Even with Maple Rock heading for the exit, investor sentiment around Avis Budget Group has been shaped more by price action than headlines. The latest share price is $133.93, and a powerful year to date share price...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB): Revisiting Valuation After Recent Outperformance and Longer-Term Shareholder Returns

Airbnb (ABNB) has quietly outperformed the broader market over the past week, with the stock edging higher as investors reassess its earnings trajectory, profitability and long term role in global travel demand. See our latest analysis for Airbnb. That recent 7 day share price return of 4.38 percent comes after a softer year to date share price return of negative 4.63 percent. However, a 3 year total shareholder return of 33.49 percent suggests longer term momentum is still broadly intact. If...
NYSE:ASAN
NYSE:ASANSoftware

Has Asana’s Recent 13% Rebound Created a 2025 Opportunity?

Wondering if Asana at around $15 is a bargain or a value trap? You are not alone. This article is going to unpack what the current price really implies. After a bumpy few years, the stock has bounced about 12.8% over the last week and 13.4% over the last month, even though it is still down sharply at -23.9% year to date and -35.5% over the last year. Those moves have come as investors refocus on productivity and collaboration software in a tougher macro backdrop, with money rotating back...
NYSE:CTRI
NYSE:CTRIConstruction

Evaluating Centuri Holdings (CTRI) After Hedge Fund Buying and Record Revenue Growth

Centuri Holdings (CTRI) is suddenly drawing more attention after hedge fund Tensile Capital Management and Carl Icahn each built sizable positions, just as the utility contractor posted record quarterly revenue and confirmed a strong outlook. See our latest analysis for Centuri Holdings. That backdrop of fresh capital and strategic moves appears to be feeding into the tape, with Centuri’s share price at $25.69 and a year-to-date share price return of roughly 33.7 percent pointing to building...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Quantum Computing (QUBT) Is Up 9.4% After Speculative Surge On Earnings Surprise And Prototype Progress

Quantum Computing Inc. recently reported a very large year-on-year share price gain despite generating only US$546,000 in revenue and remaining deeply unprofitable, with its quantum hardware still in testing and prototype stages. The company’s sharp earnings surprise in Q3 2025, combined with heightened retail interest in quantum technologies, appears to have amplified speculation around its early photonic chip progress despite execution, competition and dilution risks. We’ll now examine how...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Is Sezzle’s 2025 Rally Still Justified Amid Regulatory Scrutiny in Buy Now Pay Later?

If you are wondering whether Sezzle is still a smart buy at today’s price, or if the big gains are already baked in, you are in the right place to unpack what the market might really be expecting from here. The stock has climbed about 7.6% over the last week, 19.5% over the past month, and is up 52.4% year to date, even though the 1-year return sits at 29.9%. This profile hints at shifting sentiment and possibly rising expectations. Recent headlines have focused on Sezzle’s role in the buy...
NasdaqGS:CGNT
NasdaqGS:CGNTSoftware

Cognyte (CGNT) Q3 2026 Revenue Growth Contrasts With Renewed EPS Loss, Pressuring Profit Narratives

Cognyte Software (CGNT) just posted its Q3 2026 results, with revenue of about $100.7 million and basic EPS of roughly -$0.07. This keeps the focus firmly on how efficiently that top line is translating into the bottom line. The company has seen revenue move from $89 million in Q3 2025 to $100.7 million this quarter, while quarterly EPS has swung between -$0.05 and $0.02 over the past year as management works through a still loss-making backdrop. With revenue momentum set against lingering...
NYSE:WSO
NYSE:WSOTrade Distributors

Watsco (WSO) Valuation Check After Recent Share Price Weakness

Watsco (WSO) has been on a bumpy stretch lately, with the stock sliding over the past month and past 3 months, even as revenue and earnings continue to grow at a steady clip. See our latest analysis for Watsco. At around $338.98, Watsco’s recent slide, including a double digit year to date share price return decline, shows momentum fading in the short term, even though its three and five year total shareholder returns remain solidly positive. If Watsco’s cooling momentum has you rethinking...
NasdaqGS:DOX
NasdaqGS:DOXIT

Amdocs (DOX) Lands e& UAE GenAI Deal: What the New Telecom AI Role Means for Its Valuation

Amdocs (DOX) just landed a fresh generative AI deal with e& UAE, putting its amAIz platform at the center of the telco’s push to streamline operations, sharpen customer service, and explore new revenue streams. See our latest analysis for Amdocs. Despite the headline grabbing GenAI partnership and a solid dividend track record, Amdocs’ 30 day share price return of minus 9.76 percent and 1 year total shareholder return of minus 9.33 percent suggest momentum has cooled in the short term, while...
NYSE:PD
NYSE:PDSoftware

PagerDuty (PD) Is Up 8.9% After AWS Resilience Nod Amid Revenue Cut and Probe News - What's Changed

In December 2025, PagerDuty announced it had become one of the first AWS Software Partners to earn the AWS Resilience Services Competency, validating its ability to help enterprises design and operate always-on, mission-critical systems with rapid recovery from failures. Around the same time, investor concerns intensified as PagerDuty lowered its full-year revenue outlook, missed analyst expectations, and became the subject of a federal securities law investigation, highlighting a tension...
NYSE:HEI
NYSE:HEIAerospace & Defense

HEICO (HEI) Valuation Check After RBC Capital Downgrade to Hold and Recent Share Price Pullback

HEICO (HEI) just got bumped down to a Hold rating at RBC Capital, and that shift in sentiment is helping shape the stock’s latest pullback after a strong year long run. See our latest analysis for HEICO. The downgrade comes after a strong run, with HEICO’s year-to-date share price return near 29 percent and its five-year total shareholder return above 130 percent. However, recent weekly and monthly share price weakness suggests momentum is cooling as investors reassess near-term...