NasdaqGS:OPK
NasdaqGS:OPKHealthcare

OPKO Health (OPK): Revisiting Valuation After Recent Share Price Stabilisation

OPKO Health (OPK) has quietly moved higher over the past month, even as its longer term returns remain weak. This has left investors debating whether this low priced healthcare name is finally resetting expectations. See our latest analysis for OPKO Health. Zooming out a bit, OPKO’s roughly 3 percent 1 month share price return contrasts with a still weak 1 year total shareholder return. This suggests sentiment is stabilising rather than surging as investors reassess its turnaround...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims & Hers Health (HIMS): Reassessing Valuation After Recent Share Price Pullback

Hims & Hers Health (HIMS) has been on a bumpy ride lately, sliding about 8% over the past month and roughly 27% in the past 3 months, even as its longer term performance stays solid. See our latest analysis for Hims & Hers Health. Even after that pullback, the share price is still up strongly on a year to date basis. The multi year total shareholder return points to investors steadily pricing in Hims & Hers Health’s growth runway. If Hims & Hers Health has you thinking about where healthcare...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Laureate Education (LAUR): Assessing Valuation After a 70% Year‑to‑Date Share Price Surge

Laureate Education (LAUR) has quietly turned into one of the stronger education names in the market, with the stock climbing sharply this year as investors reward its steady revenue and earnings growth. See our latest analysis for Laureate Education. That steady operational execution has translated into strong market momentum, with a year to date share price return of more than 70% and a three year total shareholder return above 230%, suggesting investors are increasingly confident in...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Will Yescarta’s Stronger Second-Line Lymphoma Role Change Gilead Sciences’ (GILD) Cell Therapy Narrative?

Kite, a Gilead company, recently presented new analyses showing that Yescarta delivers durable efficacy and a consistent safety profile as a one-time second-line treatment for relapsed or refractory large B-cell lymphoma, including patients who were previously ineligible for intensive chemotherapy and stem cell transplant. By strengthening the case for Yescarta as a standard second-line option, these data highlight how Gilead’s cell therapy portfolio could shape future cancer care...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC (NYSE:TSM) Valuation Check After Strong Year-to-Date Share Price Run

Taiwan Semiconductor Manufacturing (TSM) has quietly added another solid week, with the stock up about 5% over the past month and nearly 20% in the past 3 months, extending a strong year-to-date run. See our latest analysis for Taiwan Semiconductor Manufacturing. That steady 1 month share price return around 5% sits within a much bigger move, with the stock now at about $310 and a powerful year to date share price return north of 50%. This reinforces the sense that momentum is still building...
NYSE:CRM
NYSE:CRMSoftware

Is Salesforce Now Attractively Priced After AI Push And Recent Share Price Rebound?

If you have been wondering whether Salesforce is still a buy at today’s price, you are not alone. This breakdown is designed to help you decide if the current tag makes sense or not. After a bumpy ride this year, with the stock still down 20.1% year to date and 25.1% over the last year, the recent 10.7% jump in the past week and 9.3% gain over the last month hints that sentiment around its long term growth story might be turning. Part of that shift has been driven by ongoing headlines about...
NYSE:JPM
NYSE:JPMBanks

JPMorgan’s Surging 2026 Expense Plan Could Be A Game Changer For JPMorgan Chase (JPM)

In early December 2025, JPMorgan Chase surprised investors by projecting 2026 expenses of about US$105 billion, driven by growth-related costs, inflation, and heavy spending on areas like AI, credit card marketing, and new branches. This higher cost outlook comes as management also describes the economy as “a bit more fragile,” sharpening the focus on how effectively the bank can convert its very large investment budget into sustainable profitability. Next, we’ll examine how this higher 2026...
NYSE:DIS
NYSE:DISEntertainment

Is Disney Still a Long Term Opportunity After Recent Streaming and Theme Park Strategy Shift?

Wondering if Walt Disney at around $108 a share is still a magic kingdom for long term investors, or if the best days are already priced in, you are not alone. Despite a choppy five years with the stock down about 36.1%, Disney has edged up 2.9% over the last week even as it remains slightly negative year to date at around 1.8%, hinting that sentiment may be starting to turn. Recent headlines have focused on Disney sharpening its focus on streaming strategy, reshaping its traditional TV...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Is Zoom (ZM) Undervalued After Its Recent Share Price Gains?

Zoom Communications (ZM) has quietly delivered a solid run lately, with the stock up around 4% over the past month and roughly 5% in the past 3 months, outpacing many software peers. See our latest analysis for Zoom Communications. Those steady gains sit within a mixed bigger picture, with the share price now around $88 and a solid year to date share price return contrasting with a much weaker five year total shareholder return as investors reassess Zoom’s long term growth and AI pivot. If...
NYSE:TPR
NYSE:TPRLuxury

Is It Too Late to Consider Tapestry After Its 92% 1 Year Surge?

If you are wondering whether Tapestry is still a buy after its big run, you are not alone. This stock has become a litmus test for how investors value premium brands in a changing consumer landscape. The share price has been on a tear, up 5.2% over the last week, 11.0% over the last month, and 79.4% year to date, capping off a 92.0% 1-year gain and multi-year returns north of 200%. Much of that momentum has been tied to headlines around Tapestry's portfolio strategy and brand investments,...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing Still a Turnaround Opportunity After Its 2025 Recovery Rally?

Wondering if Boeing at around $198 is still a turnaround story worth backing or if the easy money has already been made? This breakdown will walk you through what the current price is really baking in. Despite a bumpy ride with a 1-week return of -1.9% and a flat-ish 2.0% over 30 days, the stock is still up 15.6% year to date and 19.7% over the last year. This hints that sentiment has quietly shifted even though the 5-year return is still -12.0%. Recent headlines have centered on Boeing's...
NYSE:AROC
NYSE:AROCEnergy Services

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

If you are wondering whether Archrock is still a smart buy after its big multi year run, or if most of the upside is already priced in, this breakdown will help you assess whether the current price tag makes sense. The stock has inched up 6.2% over the last week and 4.4% over the past month, while longer term holders have seen gains of 254.8% over three years and 277.2% over five years. Those moves have come as investors focus on Archrock's role in natural gas infrastructure and the broader...
NYSE:HNGE
NYSE:HNGEHealthcare

Evaluating Hinge Health (HNGE)’s Valuation After a Recent Rebound in Share Price Momentum

Hinge Health (HNGE) has been quietly on the move, with shares up over 12% in the past month and more than 32% year to date, even though the past 3 months have remained choppy. See our latest analysis for Hinge Health. That mix of a 7 day share price return near 8 percent and a 30 day share price return above 12 percent, despite a weaker 90 day patch, suggests momentum in Hinge Health is quietly rebuilding as investors reassess its growth story and risk profile around the 49.69 dollar mark. If...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix (NFLX): Assessing Valuation After a Sharp Pullback in the Share Price

Netflix Stock Performance In Context Netflix (NFLX) has quietly slipped about 4% in the past day and roughly 10% over the past week, extending a near 18% pullback this month that is starting to test investors patience. See our latest analysis for Netflix. That slide comes after a strong run, with the share price still up modestly year to date while the three year total shareholder return above 200% shows the longer term momentum story remains very much intact. Given how quickly sentiment can...
NYSE:APAM
NYSE:APAMCapital Markets

Is Artisan Partners Still Attractive After Its Recent Share Price Pullback?

If you are wondering whether Artisan Partners Asset Management is quietly turning into a value opportunity or if the market is pricing it just right, this article will walk through what the numbers are really saying. The stock has pulled back recently, down around 3.3% over the last week and 8.8% over the past month, even though the 3 year return is still a strong 56.7% and 5 year performance sits at 22.1%. That combination of a recent slide and still solid multi year gains has come...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

Will New RaDaR MRD Data and Myeloid Profiling Advances Change NeoGenomics' (NEO) Diagnostics Narrative?

NeoGenomics, Inc. recently highlighted new clinical data on its RaDaR® 1.0 molecular residual disease assay in early breast cancer and its Neo Comprehensive Myeloid genomic profiling panel at major oncology and hematology conferences, including SABCS 2025 and ASH 2025. These presentations underscore how NeoGenomics’ tumor-informed ctDNA testing and comprehensive genomic profiling may sharpen cancer recurrence monitoring, diagnostic accuracy, and treatment selection across solid tumors and...
NYSE:MAS
NYSE:MASBuilding

How Masco’s Leadership Reshuffle And Oversight Shift At Decorative Architectural Products Has Changed Its Investment Story (MAS)

Masco Corporation has announced that Group President of Decorative Architectural Products Imran Ahmad will leave on December 31, 2025, as his role is eliminated, while a new Executive Committee structure takes effect on January 1, 2026, consolidating oversight of key business units under President & CEO Jon Nudi and other senior leaders. This reshaped leadership model, including Jai Shah’s expanded Plumbing & Wellness remit and the addition of incoming Chief Human Resource Officer Jen Stone,...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN): Valuation Check After Shark Beauty’s Rapid Rise in U.S. Skincare Devices

SharkNinja has tapped into a fresh growth engine with Shark Beauty becoming the top skincare facial device brand in the U.S., powered by CryoGlow’s rapid adoption and the new FacialPro Glow system. See our latest analysis for SharkNinja. At a share price of $113.27, SharkNinja’s 1 month share price return of 22.88% and year to date share price return of 16.70% suggest momentum is building as investors price in the new beauty growth leg alongside its broader appliance franchise. If this kind...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Why Amkor Technology (AMKR) Is Up 6.6% After Intel EMIB Win And Insider Share Transfer

In recent days, Amkor Technology was selected by Intel to handle EMIB advanced packaging work for the first time and also reported stronger-than-expected third-quarter results, while a 2023 Grantor Retained Annuity Trust linked to Susan Y Kim disclosed gifting 758,000 shares, leaving 725,000 shares held directly. Together, the new Intel business and the insider share transfer highlight how Amkor’s role in advanced packaging is expanding even as ownership stakes evolve. We’ll now look at how...
NYSE:LVS
NYSE:LVSHospitality

Assessing Las Vegas Sands' Valuation After Strong Q3 2025 Earnings Beat and Sector Outperformance

Las Vegas Sands (LVS) just topped expectations in its third quarter, with revenue up about 24% year over year and adjusted EPS jumping more than 75%, helped by standout strength at Marina Bay Sands. See our latest analysis for Las Vegas Sands. Even after that earnings beat, Las Vegas Sands shares trade around $66.47, with a roughly 21.5% 90 day share price return and a 24.7% one year total shareholder return. This suggests positive momentum as investors reassess growth in Asia focused resorts...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Is It Too Late To Consider AGNC Investment After Its Strong 2024 Price Recovery?

If you are wondering whether AGNC Investment is still a smart income play at today's price, or if most of the upside has already been taken, this breakdown is for you. After closing around $10.38, the stock has quietly climbed 11.9% year to date and is up 25.4% over the last year, despite some short term noise, with a 1.3% gain over 30 days and a small 0.8% dip in the last week. Recent headlines have focused on shifting interest rate expectations and the ripple effects across mortgage REITs,...
NYSE:AGX
NYSE:AGXConstruction

Argan (AGX): Evaluating Valuation After Strong Profit Growth Despite Softer Quarterly Sales

Argan (AGX) just posted another jump in profits for its third quarter and nine month results, even as quarterly sales slipped slightly. That mix of margin strength and discipline is what has investors leaning in. See our latest analysis for Argan. Even with a recent pullback, including a 7 day share price return of negative 7.21 percent, Argan’s 90 day share price return of 40.06 percent and three year total shareholder return of 868.35 percent suggest momentum is still firmly in its corner...
NYSE:MTD
NYSE:MTDLife Sciences

Did Mettler-Toledo’s Q3 Earnings Beat and Analyst Optimism Just Reframe Mettler-Toledo International’s (MTD) Investment Narrative?

Mettler-Toledo International recently reported past third-quarter results that exceeded analyst expectations, with revenue rising 7.9% year over year and adjusted EPS improving 9.2%, underscoring resilient demand for its precision instruments across regulated industries. Alongside this earnings beat, sustained analyst optimism and fresh coverage updates highlight how Mettler-Toledo’s market leadership and diversified global footprint remain central to its long-term growth story. With this...