NasdaqGM:MDB
NasdaqGM:MDBIT

Does Strong Q3, Higher 2026 Guidance, and Buyback Activity Change The Bull Case For MongoDB (MDB)?

In the past quarter, MongoDB, Inc. reported third-quarter 2025 revenue of US$628.31 million and a net loss of US$2.01 million, issued higher revenue guidance for the fourth quarter and full year 2026, and completed a US$351.69 million buyback covering 1.77% of its shares. Together, the stronger results, upgraded outlook, and completed repurchase suggest management confidence in MongoDB’s growth trajectory and capital allocation priorities. We’ll now explore how the upgraded 2026 revenue...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

Did LGI Homes' November Closings and Rental Mix Just Shift LGI Homes' (LGIH) Investment Narrative?

In November 2025, LGI Homes closed 398 homes, including 8 current or former single-family rental properties, across 140 active selling communities. This mix of traditional and rental home closings highlights LGI Homes’ continued push to diversify revenue streams within its existing community footprint. Next, we’ll explore how softer sector demand signaled by Toll Brothers’ forecast could reshape LGI Homes’ investment narrative amid its recent November closings. We've found 13 US stocks...
NYSE:GME
NYSE:GMESpecialty Retail

Has GameStop’s Meme Legacy Left the Stock Mispriced After Its 30% Slide in 2025?

If you are wondering whether GameStop is still a bargain or just a meme-era relic, you are not alone. This article unpacks what the current price really implies about its value. Despite a wild 5 year total return of roughly 450%, GameStop now trades around $21.23, with the stock down 7.7% over the last week and 30.8% year to date, while still slightly positive over 3 years. Recently, GameStop has stayed in the spotlight as traders continue to debate the companys long term business...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines (DAL): Assessing Valuation After a 15% Share Price Climb and Strong Three-Year Returns

Delta Air Lines (DAL) has quietly outperformed many travel stocks over the past month, gaining around 15%, as investors reassess the carrier’s earnings power and valuation heading into the busy holiday travel season. See our latest analysis for Delta Air Lines. The recent 15.4% 1 month share price return has pushed Delta closer to its 69.81 dollar level highs for the year. That momentum builds on a three year total shareholder return of about 116.7%, suggesting investors are warming to its...
NYSE:DEI
NYSE:DEIOffice REITs

Is Douglas Emmett a Bargain After a 38% Share Price Slide in 2025?

Wondering if Douglas Emmett is a beaten down office REIT that the market has mispriced or a value trap in plain sight? This breakdown will walk you through what the numbers actually say about its value. Despite a tough run with the share price down 1.7% over the last week, 2.6% over the last month, and almost 38% year to date, moves like this often create the kind of valuation gaps long term investors look for. Much of the recent share price pressure has come as investors rethink the future...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Eos Energy Enterprises (EOSE): Valuation Check as Tax Credit Rush and Restructuring Drive Volatile Rally

Eos Energy Enterprises (EOSE) jumped after traders latched onto a powerful one-two setup: a looming December 31 clean energy tax credit deadline and the company’s ongoing financial restructuring to shore up liquidity. See our latest analysis for Eos Energy Enterprises. The stock is still giving back part of a sharp multi month rally, with a recent 30 day share price return of minus 14.07 percent, but a powerful 90 day share price return of 80.98 percent and 1 year total shareholder return of...
NYSE:GTLS
NYSE:GTLSMachinery

Is Chart Industries Still Attractively Priced After Strong Multi Year Share Price Gains?

If you have been wondering whether Chart Industries at around $205 a share is still a smart buy or already priced for perfection, you are in the right place. The stock has crept up modestly in the short term, with returns of 0.3% over the last week, 1.1% over the last month, and 8.4% year to date, building on a much bigger 76.5% gain over three years and 83.8% over five. Recent headlines have focused on Chart Industries as a key player in cryogenic equipment and clean energy infrastructure...
NYSE:TEL
NYSE:TELElectronic

Is It Too Late To Consider TE Connectivity After Its 63% YTD Surge In 2025?

Wondering if TE Connectivity is still worth buying after its big run up, or if you are turning up late to the party? This piece will walk through what the current price is really baking in. Even after a small pullback of around -1.8% over the last week and -3.0% over the past month, the stock is still up an impressive 63.7% year to date and 55.7% over the last year, more than doubling over three years and five years. Recent market interest has been shaped by TE Connectivity's positioning in...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

The Bull Case For MannKind (MNKD) Could Change Following FDA Review Of FUROSCIX ReadyFlow Autoinjector

MannKind Corporation recently reported that the FDA accepted its supplemental New Drug Application for the FUROSCIX ReadyFlow Autoinjector, a rapid subcutaneous furosemide delivery device for adults with chronic heart failure or chronic kidney disease, with a PDUFA target action date of July 26, 2026. If approved, ReadyFlow could meaningfully change at-home management of fluid buildup by cutting administration time from five hours to under 10 seconds while showing bioavailability comparable...
NYSE:JXN
NYSE:JXNDiversified Financial

Is It Too Late To Consider Jackson Financial After Its 259% Three Year Surge?

If you are wondering whether Jackson Financial at around $105 is still good value after its huge run, or if the easier gains have already been made, this breakdown will help you size up the opportunity with a cool head. The stock has climbed 7.7% over the last week, 12.0% in the past month, and is now up 20.6% year to date and 258.8% over three years. This naturally raises questions about how much upside is left versus the risk of a pullback. Recently, investors have been paying closer...
NYSE:HG
NYSE:HGInsurance

Assessing Hamilton Insurance Group (NYSE:HG)'s Valuation After Forecast Sales and Earnings Weakness

Hamilton Insurance Group (NYSE:HG) is back in focus after fresh commentary flagged a projected 2% sales decline and a sharp earnings per share drop, highlighting weaker demand and a more fragile long term outlook. See our latest analysis for Hamilton Insurance Group. Interestingly, that softer outlook has not stopped the stock from climbing, with a 90 day share price return of 16.47% and a year to date share price return of 50.56%. This suggests momentum is still building rather than fading...
NYSE:DE
NYSE:DEMachinery

Deere (DE) Valuation Check After Trump Pricing Pressure and Softer Profitability Guidance

Deere (DE) just got hit from two directions at once: a softer earnings outlook and public pressure from President Donald Trump to cut equipment prices, and the stock has been feeling that squeeze. See our latest analysis for Deere. Even with the recent pullback after the earnings update and political pressure, Deere’s 15.93% year to date share price return and 11.62% one year total shareholder return suggest momentum is still broadly positive, supported by ongoing dividend payments and fresh...
NasdaqGM:ORKA
NasdaqGM:ORKABiotechs

Board Refresh at Oruka Therapeutics (ORKA): Does a Commercial Veteran Signal a Shift Toward Launch Readiness?

In December 2025, Oruka Therapeutics announced that Board member Cameron Turtle resigned and was replaced by commercial veteran Chris Martin, who will serve as a Class II director and chair the Compensation Committee while also joining the Audit Committee. Martin’s track record in building and executing launch strategies at companies that later attracted multi-billion-dollar acquisitions highlights Oruka’s increasing focus on preparing its pipeline for potential commercialization. We’ll now...
NYSE:WSM
NYSE:WSMSpecialty Retail

How Investors May Respond To Williams-Sonoma (WSM) Store Closures Amid Looser Fed Policy

In recent days, Williams-Sonoma has faced ongoing store closures and soft same-store sales, even as the Federal Reserve cut interest rates and expanded its balance sheet to support economic growth. This mix of internal headwinds and a more supportive monetary backdrop highlights the tension between the company’s need to adjust its strategy and improving broader market conditions. We’ll now examine how easier monetary policy, alongside Williams-Sonoma’s weaker same-store sales trends, could...
NYSE:WST
NYSE:WSTLife Sciences

West Pharmaceutical Services (WST) Valuation Check After 19% Year-to-Date Share Price Decline

West Pharmaceutical Services (WST) has been drifting lower this year, and with the stock down about 19% year to date, investors are starting to revisit the story with a fresh valuation lens. See our latest analysis for West Pharmaceutical Services. The recent pullback has come despite steady underlying growth, with the 90 day share price return of 3.89% only partially offsetting the 18.52% year to date share price decline and softer 1 year total shareholder return of 18.67%. This suggests...
NasdaqGM:OLLI
NasdaqGM:OLLIMultiline Retail

Ollie’s (OLLI) Valuation Check After Q3 Earnings Beat and Raised 2025 Guidance

Why Ollie's latest earnings caught Wall Street's attention Ollie's Bargain Outlet Holdings (OLLI) just delivered third quarter numbers that topped profit expectations and came with a guidance bump, a combination that usually makes investors sit up and take notice. See our latest analysis for Ollie's Bargain Outlet Holdings. Even with the latest beat and a guidance raise, the stock’s recent momentum has cooled, with a roughly 16 percent 3 month share price decline. However, a solid 3 year...
NYSE:PM
NYSE:PMTobacco

Should PM’s Reaffirmed Earnings Guidance and Expanded Credit Lines Require Action From Philip Morris International (PM) Investors?

Earlier in December, Philip Morris International’s board declared a regular quarterly dividend of US$1.47 per share and renewed multi‑year credit facilities totaling US$2.00 billion and €1.50 billion to support general corporate needs and working capital. Ferrari announced it has renewed and upgraded its long‑running partnership with Philip Morris International, while the company continues to emphasize smoke‑free products and reaffirmed its 2025 earnings guidance of US$7.39 to US$7.49 in...
NYSE:GPI
NYSE:GPISpecialty Retail

Group 1 Automotive (GPI): Assessing Valuation After the Recent Share Price Pullback

Group 1 Automotive (GPI) has quietly delivered strong multi year returns, even as the stock has slipped about 3% over the past day and 11% over the past 3 months. That disconnect has value investors taking a closer look. See our latest analysis for Group 1 Automotive. At around $413.74, the recent pullback in Group 1 Automotive’s share price contrasts with its substantial three and five year total shareholder returns. This suggests that momentum has cooled a little, even as the longer term...
NYSE:MPW
NYSE:MPWHealth Care REITs

Why Medical Properties Trust (MPW) Is Down 6.9% After Dividend Hike And New Buyback Authorization

Earlier this month, Medical Properties Trust announced a 12% dividend increase, highlighted progress in upgrading its tenant base, and authorized a US$150,000,000 share repurchase program after several years of balance sheet repair. By replacing bankrupt tenants with stronger hospital operators and signaling confidence through buybacks and higher payouts, the REIT is directly addressing prior concerns about tenant quality and dividend reliability. Now we’ll explore how this dividend hike and...
NYSE:ULS
NYSE:ULSProfessional Services

UL Solutions (ULS): Reassessing Valuation After $975m Secondary Offering and Major Shareholder Exit

UL Solutions (ULS) just wrapped up a $975 million follow on equity offering, with former parent ULSE fully exiting its Class A stake. This secondary sale reshapes the stock’s ownership and narrative. See our latest analysis for UL Solutions. Against that backdrop, UL Solutions’ share price at $77.88 still reflects strong momentum, with a robust year to date share price return and solid one year total shareholder return. This suggests investors see durable growth despite recent secondary sale...
NYSE:CNS
NYSE:CNSCapital Markets

Will Cohen & Steers’ New Active ETFs Reshape Its Real Assets Strategy and Fee Mix (CNS)?

Cohen & Steers, Inc. recently expanded its active ETF lineup by launching the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), both now trading on NYSE Arca and targeting infrastructure and preferred securities exposure. This move broadens the firm’s specialist real assets and alternative income platform, giving investors additional actively managed ETF options that combine Cohen & Steers’ asset-class...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Why AeroVironment (AVAV) Is Down 14.1% After Cutting Profit Outlook Amid Record Defense Contracts

AeroVironment recently reported very large year-on-year revenue growth to US$472.51 million and raised its fiscal 2026 sales outlook, even as higher integration and operational costs pushed the company into a quarterly net loss and prompted a cut to full-year profit guidance. At the same time, AeroVironment has secured multi‑year defense and security wins, including an up to US$874.26 million U.S. Army IDIQ and a US$4.8 million U.S. Coast Guard robotics contract, that reinforce its role as a...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

How Investors Are Reacting To monday.com (MNDY) Guggenheim’s Bullish Call On Its AI Multi‑Product Strategy

Earlier this week, Guggenheim initiated coverage of monday.com with a positive rating, highlighting its AI capabilities and rapid growth in newer products such as CRM, Dev, and Service. The firm argued that monday.com’s broader, sales-led multi-product strategy is not yet fully reflected in how the market values the business. We’ll now examine how Guggenheim’s confidence in monday.com’s AI-driven, multi-product expansion could influence the company’s broader investment narrative. The best AI...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft’s (LYFT) Epic Healthcare Integration Quietly Redefining Its Mobility Strategy?

In recent days, VectorCare, in partnership with Lyft, launched the Lyft Smart on FHIR App for Epic’s App Market, while Lyft also advanced its AI customer support capabilities and participated in promotional and investor events, all against the backdrop of intensifying autonomous vehicle competition and a reported hit-and-run incident involving a Lyft driver. Together, these developments highlight Lyft’s push to embed its services deeper into healthcare and digital ecosystems even as...