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NYSE:RBLX
NYSE:RBLXEntertainment

Roblox Corporation's (NYSE:RBLX) institutional investors lost 3.9% last week but have benefitted from longer-term gains

July 02, 2025
Key Insights Institutions' substantial holdings in Roblox implies that they have significant influence over the...
NasdaqGM:STHO
NasdaqGM:STHOReal Estate

Star Holdings (NASDAQ:STHO) Held Back By Insufficient Growth Even After Shares Climb 27%

July 02, 2025
Star Holdings ( NASDAQ:STHO ) shareholders would be excited to see that the share price has had a great month, posting...
NYSE:NX
NYSE:NXBuilding

Quanex Building Products Corporation's (NYSE:NX) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?

July 02, 2025
Most readers would already be aware that Quanex Building Products' (NYSE:NX) stock increased significantly by 20% over...
NYSE:CMI
NYSE:CMIMachinery

Some Confidence Is Lacking In Cummins Inc.'s (NYSE:CMI) P/E

July 02, 2025
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Jumia Technologies AG's (NYSE:JMIA) P/S Is Still On The Mark Following 40% Share Price Bounce

July 02, 2025
Jumia Technologies AG ( NYSE:JMIA ) shares have continued their recent momentum with a 40% gain in the last month...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)

July 02, 2025
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
NasdaqGS:AOSL
NasdaqGS:AOSLSemiconductor

Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Price Is Right But Growth Is Lacking After Shares Rocket 25%

July 02, 2025
Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) shareholders would be excited to see that the share price has had...
NYSE:WTS
NYSE:WTSMachinery

Watts Water Technologies, Inc.'s (NYSE:WTS) Stock Is Going Strong: Is the Market Following Fundamentals?

July 02, 2025
Watts Water Technologies' (NYSE:WTS) stock is up by a considerable 20% over the past three months. Given the company's...
NasdaqGM:RMNI
NasdaqGM:RMNISoftware

Rimini Street, Inc.'s (NASDAQ:RMNI) Price Is Right But Growth Is Lacking After Shares Rocket 29%

July 02, 2025
Rimini Street, Inc. ( NASDAQ:RMNI ) shares have had a really impressive month, gaining 29% after a shaky period...
NYSE:RS
NYSE:RSMetals and Mining

These 4 Measures Indicate That Reliance (NYSE:RS) Is Using Debt Reasonably Well

July 02, 2025
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
NasdaqGS:PERI
NasdaqGS:PERIMedia

Perion Network Ltd.'s (NASDAQ:PERI) large institutional owners must be happy as stock continues to impress, up 10% over the past week

July 02, 2025
Key Insights Significantly high institutional ownership implies Perion Network's stock price is sensitive to their...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market

July 02, 2025
Axcelis Technologies, Inc. ( NASDAQ:ACLS ) shares have continued their recent momentum with a 28% gain in the last...
NYSE:SNA
NYSE:SNAMachinery

Calculating The Fair Value Of Snap-on Incorporated (NYSE:SNA)

July 02, 2025
Key Insights Snap-on's estimated fair value is US$357 based on 2 Stage Free Cash Flow to Equity Snap-on's US$318 share...
NYSE:PARR
NYSE:PARROil and Gas

Improved Revenues Required Before Par Pacific Holdings, Inc. (NYSE:PARR) Stock's 30% Jump Looks Justified

July 02, 2025
Par Pacific Holdings, Inc. ( NYSE:PARR ) shares have continued their recent momentum with a 30% gain in the last month...
NYSE:SE
NYSE:SEEntertainment

An Intrinsic Calculation For Sea Limited (NYSE:SE) Suggests It's 24% Undervalued

July 02, 2025
Key Insights Sea's estimated fair value is US$199 based on 2 Stage Free Cash Flow to Equity Sea's US$151 share price...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Weekly Picks: 💸 SUN's Insurance Dividends, NCH2's Hydrogen Exposure, and TSLA's Robotic Inflection Point

Michael PaigeJuly 02, 2025
Why Suncorp’s insurance-only pivot gives it room to grow revenues, why Thyssenkrupp Nucera can leverage its unique position for green hydrogen adoption, and why Tesla is reaching an AI and robotics inflection point
NasdaqGM:EH
NasdaqGM:EHAerospace & Defense

Is EHang Holdings (NASDAQ:EH) Using Too Much Debt?

July 01, 2025
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (NASDAQ:ALGN) earnings and shareholder returns have been trending downwards for the last five years, but the stock lifts 3.2% this past week

July 01, 2025
While it may not be enough for some shareholders, we think it is good to see the Align Technology, Inc. ( NASDAQ:ALGN...
NYSE:TPL
NYSE:TPLOil and Gas

Texas Pacific Land Corporation's (NYSE:TPL) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?

July 01, 2025
It is hard to get excited after looking at Texas Pacific Land's (NYSE:TPL) recent performance, when its stock has...
NYSE:MGM
NYSE:MGMHospitality

Many Still Looking Away From MGM Resorts International (NYSE:MGM)

July 01, 2025
MGM Resorts International's ( NYSE:MGM ) price-to-earnings (or "P/E") ratio of 13.9x might make it look like a buy...
NasdaqGS:PDFS
NasdaqGS:PDFSSemiconductor

We Think PDF Solutions (NASDAQ:PDFS) Has A Fair Chunk Of Debt

July 01, 2025
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

Is There Now An Opportunity In WillScot Holdings Corporation (NASDAQ:WSC)?

July 01, 2025
WillScot Holdings Corporation ( NASDAQ:WSC ), is not the largest company out there, but it received a lot of attention...
NYSE:ACVA
NYSE:ACVACommercial Services

ACV Auctions Inc.'s (NYSE:ACVA) Share Price Matching Investor Opinion

July 01, 2025
ACV Auctions Inc.'s ( NYSE:ACVA ) price-to-sales (or "P/S") ratio of 4.1x may look like a poor investment opportunity...
NYSE:GIS
NYSE:GISFood

General Mills' (NYSE:GIS) Shareholders Will Receive A Bigger Dividend Than Last Year

July 01, 2025
General Mills, Inc. ( NYSE:GIS ) has announced that it will be increasing its periodic dividend on the 1st of August to...
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