NYSE:CLH
NYSE:CLHCommercial Services

Should $110 Million PFAS Filtration Expansion at Pearl Harbor Shift Clean Harbors' (CLH) Investment Narrative?

In December 2025, Clean Harbors, Inc. announced that it had secured US$110 million in contracts over three years to expand its PFAS water filtration work at Joint Base Pearl Harbor-Hickam, where it will now filter about 4.2 million gallons of water per day using regenerative carbon filtration and resin units. This contract win highlights Clean Harbors’ role as a key PFAS mitigation partner to the U.S. military and logistics supplier V2X, reinforcing its position in specialized environmental...
NYSE:DHR
NYSE:DHRLife Sciences

Does Dividend Steadiness And Analyst Optimism Reframe Danaher’s Life Sciences Thesis (DHR)?

Danaher Corporation recently declared a regular quarterly cash dividend of US$0.32 per share, payable on January 30, 2026, to shareholders of record as of December 26, 2025. Alongside this dividend affirmation, fresh positive analyst coverage of Danaher’s role in life sciences tools and bioprocessing has reinforced confidence in its long-term health technology positioning. Now, we’ll explore how renewed analyst optimism around Danaher’s life sciences tools and bioprocessing exposure shapes...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Is United Airlines (UAL) Still Undervalued After Its Recent Share Price Climb?

United Airlines Holdings (UAL) has been quietly grinding higher, with the stock up about 13% this year and roughly 12% over the past month, helped by steady revenue and earnings growth. See our latest analysis for United Airlines Holdings. The latest move to a 107.74 dollar share price caps a solid run, with a strong year to date share price return and a standout three year total shareholder return of 168.68 percent. This suggests momentum is still broadly intact as investors warm to its...
NYSE:EXR
NYSE:EXRSpecialized REITs

Did EXR’s New US$600 Million Storage Platform Just Reframe Extra Space Storage’s Investment Narrative?

In recent months, Extra Space Storage reported stronger-than-expected core FFO but softer revenue and lower net income, while also revising its 2025 outlook with narrower guidance for same-store revenue and NOI growth. At the same time, the company joined forces with Blue Vista Capital Management and UBS's Unified Global Alternatives to launch a US$600 million self-storage investment platform, aligning with early signs that sector rents and occupancy are beginning to firm up. We’ll now...
OTCPK:LICT
OTCPK:LICTTelecom

LICT (LICT) Margin Expansion Reinforces Bullish Narratives Heading Into Q3 2025 Earnings

LICT (LICT) has put another busy quarter on the board, with Q2 2025 revenue of about $34.4 million and net income of $3.2 million translating into basic EPS of roughly $197.6, setting the tone ahead of its Q3 2025 update. The company has seen revenue hover in a tight band from about $33.7 million in Q3 2024 to $34.4 million in Q2 2025, while basic EPS has swung from roughly $227.6 to $197.6 over the same stretch, setting up a results season where investors will be watching how much of the...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM): Reassessing Valuation After Outlook Cut and Growing Pharmacy Partnership Hopes

Humana trims outlook as Medicare pressures persist, eyes pharmacy growth Humana (HUM) recently cut its full year earnings outlook as Medicare Advantage pressures continue, even as investors focus on potential upside from a possible Mark Cuban pharmacy partnership and ongoing expansion at its CenterWell pharmacy division. See our latest analysis for Humana. The stock tells a mixed story, with a solid 1 month share price return of 7.65 percent, but a weaker 1 year total shareholder return of...
NYSE:RRX
NYSE:RRXElectrical

Is Regal Rexnord's (RRX) Robotics Pivot Recasting Its Core Automation Investment Story?

In 2024, Regal Rexnord completed its transformation into a higher-margin automation and powertrain platform, building on the acquisition of Altra Industrial Motion and restructuring efforts to serve industrial, HVAC, aerospace, and automation markets. An interesting aspect of this shift is the company’s push into humanoid robotics and advanced air mobility, underpinned by partnerships with Honeywell and ABB Robotics that could broaden its role in next‑generation automation ecosystems. Now...
NYSE:SLG
NYSE:SLGOffice REITs

How Manhattan Leasing Surge and 800 Third Avenue Buyout Could Impact SL Green Realty (SLG) Investors

Earlier in December 2025, SL Green Realty Corp. announced that it had signed Manhattan office leases totaling 2.3 million square feet year-to-date, with a further 1.2 million square feet in the pipeline, and completed the buyout of its partners’ 39.48% stake in 800 Third Avenue while extending that property’s mortgage to 2031 on favorable terms. These updates highlight how concentrated leasing in prime Midtown towers and full ownership of 800 Third Avenue could strengthen SL Green’s core...
NYSE:CIEN
NYSE:CIENCommunications

Ciena (CIEN) Is Up 14.7% After New AI Backbone Wins and 1 Tbps India Trial Success

In early December 2025, Constl announced it had deployed Ciena’s WaveLogic 6 Extreme solution in India after a live 1 Tbps trial over the 1,450 km Mumbai–Chennai route, doubling wavelength capacity while lowering cost per bit and power use, alongside Ciena’s role in a major North American AI network deal and a quantum-secured metro fiber trial in the US. Together, these developments underscore how Ciena’s high-capacity, power-efficient optics and quantum-ready transport are increasingly...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Assessing Bitmine Immersion Technologies After a 477.1% Surge in 2025

Wondering if Bitmine Immersion Technologies is still a bargain after its huge run, or if most of the upside is already priced in? In this article we break down what the recent action might really be telling us about value versus hype. The stock has rocketed 477.1% year to date and 274.2% over the last year, even after a recent 20.0% jump in the past week and a softer 1.8% pullback over the last 30 days. Those swings have come as Bitmine Immersion Technologies has stayed in focus as a niche...
NYSE:AAP
NYSE:AAPSpecialty Retail

Does Advance Auto Parts’ (AAP) Supply Chain Overhaul Mark a Deeper Shift in Its Turnaround Strategy?

Advance Auto Parts recently appointed Ronald Gilbert as senior vice president of supply chain and engaged Gordon Brothers to dispose of 83 non-core sites across 38 states, while continuing a multi-year store optimization and restructuring program aimed at improving supply chain productivity. This combination of leadership change and asset rationalization highlights how central supply chain efficiency and footprint reshaping have become to Advance Auto Parts’ turnaround and operational...
NasdaqGS:DYN
NasdaqGS:DYNBiotechs

What Dyne Therapeutics (DYN)'s DELIVER Trial Success and $350 Million Raise Mean For Shareholders

In recent days, Dyne Therapeutics completed a US$350.00 million follow-on equity offering after reporting positive topline results from the registrational expansion cohort of its Phase 1/2 DELIVER trial of zeleciment rostudirsen for Duchenne muscular dystrophy amenable to exon 51 skipping. The trial not only achieved a statistically significant increase in dystrophin expression but also showed functional benefits versus placebo, supporting Dyne’s plan to pursue U.S. accelerated approval and...
NasdaqCM:VFF
NasdaqCM:VFFFood

Village Farms (NasdaqCM:VFF) Valuation After Texas License Setback and New Securities Law Investigation

Village Farms International (NasdaqCM:VFF) is back in the spotlight after disclosing it failed to secure a conditional medical cannabis license in Texas, a setback that was quickly followed by a securities law investigation announcement. See our latest analysis for Village Farms International. Despite the Texas licensing setback and fresh legal scrutiny, Village Farms International’s share price has still logged a powerful year to date, with a 316.78 percent year to date share price return...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot (HUBS): Valuation Check as New Contract Wins Reinforce Billings Growth and Revenue Momentum

HubSpot (HUBS) is back in focus after a run of new contract wins that are helping keep billings growing near 20%, reinforcing expectations for roughly mid teens revenue growth over the next year. See our latest analysis for HubSpot. The stock’s recent contract driven narrative contrasts with its share price performance. The latest close is $392.47, and the year to date share price return is a sharp negative 43.73% after a weak 90 day stretch. However, the three year total shareholder return...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (ALGN): Revisiting Valuation After Thailand Launch of New Invisalign Mandibular Advancement System

Align Technology (ALGN) just rolled out its Invisalign System with mandibular advancement and occlusal blocks in Thailand, and that quiet product launch is exactly what has been nudging the stock higher. See our latest analysis for Align Technology. Those incremental product wins are starting to show up in the tape, with a 30 day share price return of 19.06 percent and a 90 day gain of 21.09 percent, even though the year to date share price return and one year total shareholder return are...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Assessing Patterson-UTI After a Tough 2024 and Bullish Cash Flow Projections

If you are wondering whether Patterson-UTI Energy is a beaten down bargain or a value trap, you are not alone. This stock sits in that sweet spot where pessimism might be masking opportunity. The share price has inched up 2.7% over the last week and 4.9% over the past month, but it is still down 24.4% year to date and 13.0% over the last year, which suggests sentiment has been bruised for a while. Recently, investors have been reacting to shifting expectations around North American drilling...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO): Reassessing Valuation After a Recent 5% Share Price Rebound

Two Harbors Investment (TWO) has quietly climbed about 5% over the past month even as its year to date return remains negative, a setup that naturally raises questions about what the market is repricing. See our latest analysis for Two Harbors Investment. The recent 5.1% 1 month share price return looks more like a tentative rebound than a trend shift, given the roughly 15% negative year to date share price return and still weak multi year total shareholder returns. Investors seem to be...
NYSE:BOX
NYSE:BOXSoftware

Assessing Box’s Valuation Amid AI Push and Recent Share Price Pullback

Investors may be wondering whether Box is quietly turning into a value opportunity, or whether the market is right to be cautious about the stock at current levels. Despite drifting lower recently, with the share price down 5.6% over the last week, 4.9% over the past month and 3.0% year to date, long-term holders are still sitting on a 61.2% gain over five years. Recent attention on Box has focused on how its content management platform is adapting to the AI era and developing deeper...
NYSE:UPS
NYSE:UPSLogistics

UPS (UPS) Valuation Check as It Restructures Away From Amazon Toward Higher-Margin, Cash-Generative Routes

United Parcel Service (UPS) just laid out a bolder reset of its business, planning to cut Amazon delivery volumes in half by mid 2026 while leaning into higher margin routes and cash generation. See our latest analysis for United Parcel Service. That reset comes after a rough stretch for investors, with United Parcel Service’s share price down sharply on a year to date basis, but a 90 day share price return of 17.71 percent hinting that sentiment is stabilising as the restructuring and new...
NYSE:UBER
NYSE:UBERTransportation

Uber (UBER) Is Down 7.2% After Expanding Dallas Robotaxis Amid EU Scrutiny Has The Bull Case Changed?

Uber recently expanded its autonomous ambitions, rolling out Avride-supported robotaxi rides across a 9-square-mile area of Dallas at no extra cost and advancing multiple delivery and data initiatives, including AI-powered sidewalk robots and the Uber Intelligence marketing insights platform. At the same time, the company faces fresh regulatory pushback in Europe and mixed analyst views, underscoring the tension between its autonomy-led growth plans and ongoing political and legal risks in...
NYSE:UVV
NYSE:UVVTobacco

Universal (UVV): Assessing Valuation After New Unsecured Credit Facility Boosts Financial Flexibility

Universal (UVV) just overhauled its financing, swapping its old syndicated credit facility for a new unsecured package that adds fresh term loans and revolving capacity, reshaping how it can fund growth and manage debt. See our latest analysis for Universal. Despite the new credit agreement adding financial flexibility, Universal’s recent share price performance has been fairly muted, with modest short term moves and a steadier multi year total shareholder return suggesting slow burning...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

How Investors May Respond To PDD (PDD) Balancing Q3 Gains With Rising Temu Regulatory Scrutiny

PDD Holdings recently reported Q3 2025 results showing a 9% year-over-year revenue increase and higher operating profit, alongside launching what it calls the e-commerce industry’s first RMB 100 billion support program for merchants and farmers. These operational gains come as Temu, PDD’s global platform, faces fresh US calls for investigation over alleged large-scale counterfeiting and ongoing scrutiny from European regulators, sharpening the balance between growth and compliance. We’ll now...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

Is Puerto Rico’s 7‑Year LNG Deal Reshaping The Investment Case For New Fortress Energy (NFE)?

In early December 2025, New Fortress Energy Inc. received final approval for a seven-year Gas Supply Agreement with Puerto Rico, securing delivery of approximately 75 TBtu of natural gas under an estimated US$3.20 billion contract to support the island’s cleaner power generation and grid stability. This long-term deal arrives as the company works through financial distress and restructuring talks, making the contracted cash-flow visibility especially important for its ongoing...
NYSE:GVA
NYSE:GVAConstruction

Is Granite’s $24 Million Perris Rail Win Quietly Upgrading Backlog Quality at GVA?

Granite announced it had been selected to upgrade the Perris South Metrolink Station and Layover Facility in Riverside County, California, under an approximately $24 million contract from the Riverside County Transportation Commission, adding track capacity, extending platforms, and enhancing safety and layover infrastructure. This rail-focused project strengthens Granite’s presence in the Inland Empire and underscores its push into higher-capacity transit infrastructure that supports...